Fullcircle Wealth LLC Incresed Positions in Q3 2025

Fullcircle Wealth LLC

  • $252 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
339
+ 23.43%
$258.83 - $287.1 $87.7K - $97.3K
1.79K $482K
IEX
Idex Corp

Industrials
580
+ 32.81%
$157.53 - $185.69 $91.4K - $108K
2.35K $382K
IQV
Iqvia Holdings Inc.

Healthcare
7
+ 0.44%
$157.68 - $200.82 $1.1K - $1.41K
1.61K $305K
PG
Procter & Gamble CO

Consumer Defensive
429
+ 17.02%
$150.47 - $161.22 $64.6K - $69.2K
2.95K $453K
PIPR
Piper Sandler Companies

Financial Services
1
+ 0.14%
$284.8 - $369.4 $285 - $369
735 $255K
NSC
Norfolk Southern Corp

Industrials
3
+ 0.29%
$259.49 - $300.41 $778 - $901
1.05K $315K
META
Meta Platforms, Inc.

Communication Services
62
+ 4.7%
$695.21 - $791.73 $43.1K - $49.1K
1.38K $1.01M
BDX
Becton Dickinson & CO

Healthcare
42
+ 1.97%
$172.41 - $199.66 $7.24K - $8.39K
2.17K $406K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
22
+ 0.54%
$110.74 - $122.12 $2.44K - $2.69K
4.06K $491K
AJG
Arthur J. Gallagher & Co.

Financial Services
135
+ 17.02%
$284.17 - $319.49 $38.4K - $43.1K
928 $287K
VALE
Vale S.A.

Basic Materials
1.1K
+ 8.66%
$9.53 - $10.95 $10.5K - $12K
13.8K $149K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
290
+ 1.0%
$38.32 - $39.33 $11.1K - $11.4K
29.2K $1.15M
TSCO
Tractor Supply CO

Consumer Cyclical
85
+ 1.84%
$54.08 - $62.65 $4.6K - $5.33K
4.7K $267K
RMD
Resmed Inc

Healthcare
20
+ 1.93%
$252.01 - $293.73 $5.04K - $5.87K
1.06K $289K
FELE
Franklin Electric CO Inc

Industrials
56
+ 1.97%
$89.51 - $99.6 $5.01K - $5.58K
2.9K $275K
WSO
Watsco Inc

Industrials
106
+ 18.28%
$381.94 - $489.97 $40.5K - $51.9K
686 $277K
IR
Ingersoll Rand Inc.

Industrials
226
+ 7.08%
$74.98 - $89.02 $16.9K - $20.1K
3.42K $282K
ADP
Automatic Data Processing Inc

Industrials
106
+ 11.53%
$288.69 - $310.94 $30.6K - $33K
1.03K $300K
AME
Ametek Inc

Industrials
33
+ 2.32%
$176.44 - $192.03 $5.82K - $6.34K
1.46K $273K
BRO
Brown & Brown, Inc.

Financial Services
581
+ 25.33%
$90.88 - $108.93 $52.8K - $63.3K
2.88K $269K
PRI
Primerica, Inc.

Financial Services
39
+ 4.19%
$255.46 - $285.58 $9.96K - $11.1K
970 $269K
STE
Steris PLC

Healthcare
26
+ 2.34%
$221.21 - $252.43 $5.75K - $6.56K
1.14K $281K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
242
+ 17.36%
$158.24 - $191.13 $38.3K - $46.3K
1.64K $271K
FCN
Fti Consulting, Inc

Industrials
56
+ 3.64%
$157.99 - $174.18 $8.85K - $9.75K
1.59K $257K
GGG
Graco Inc

Industrials
107
+ 3.63%
$82.58 - $88.81 $8.84K - $9.5K
3.05K $259K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7
+ 0.31%
$97.75 - $100.75 $684 - $705
2.28K $228K
FTSL
First Trust Senior Ln Fund

ETFs
46
+ 0.45%
$45.81 - $46.18 $2.11K - $2.12K
10.2K $467K
BR
Broadridge Financial Solutions, Inc.

Technology
30
+ 2.75%
$233.75 - $266.89 $7.01K - $8.01K
1.12K $267K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10
+ 0.17%
$100.37 - $100.74 $1K - $1.01K
5.87K $591K
ALC
Alcon Inc

Healthcare
543
+ 18.65%
$73.24 - $92.22 $39.8K - $50.1K
3.45K $257K
Tidal Trust Iii
377
+ 2.67%
N/A
14.5K $0
Strategic Trust
704
+ 1.1%
N/A
64.8K $0
Linde PLC
18
+ 0.91%
N/A
2K $0
Jacobs Solutions Inc
1
+ 0.05%
N/A
2.02K $0
Blackrock ETF Trust
26.3K
+ 136.79%
N/A
45.6K $0
Blackrock ETF Trust Ii
1.43K
+ 6.88%
N/A
22.2K $0
HON
Honeywell International Inc

Industrials
861
+ 10.65%
$207.7 - $240.4 $179K - $207K
8.95K $1.88M
CGMS
Capital Grp Core Plus Income E
4.75K
+ 3.63%
N/A
135K $0
Blackrock ETF Trust
4.04K
+ 9.67%
N/A
45.8K $0
Liberty Global LTD
4.07K
+ 6.99%
N/A
62.3K $0
Bondbloxx ETF Trust
20.3K
+ 75.32%
N/A
47.3K $0
RSG
Republic Services, Inc.

Industrials
79
+ 7.4%
$225.33 - $246.01 $17.8K - $19.4K
1.15K $262K
INTU
Intuit Inc

Technology
88
+ 14.47%
$646.03 - $807.39 $56.9K - $71.1K
696 $475K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 8.0%
$932.44 - $1059.49 $18.6K - $21.2K
270 $257K
DOX
Amdocs LTD

Technology
248
+ 8.69%
$81.2 - $92.62 $20.1K - $23K
3.1K $254K
BSX
Boston Scientific Corp

Healthcare
190
+ 7.38%
$97.03 - $108.14 $18.4K - $20.5K
2.76K $269K
SYK
Stryker Corp

Healthcare
27
+ 3.18%
$368.57 - $403.53 $9.95K - $10.9K
877 $324K
CSL
Carlisle Companies Inc

Industrials
58
+ 8.11%
$327.52 - $435.11 $19K - $25.2K
773 $254K
ICE
Intercontinental Exchange, Inc.

Financial Services
61
+ 3.89%
$167.28 - $188.45 $10.2K - $11.5K
1.63K $274K
Activity Summary
Buys All Purchases 131 New Holdings 17 Increased Positions 114 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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