Fullcircle Wealth LLC Incresed Positions in Q2 2025

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
379
+ 5.39%
$53.19 - $69.38 $20.2K - $26.3K
7.41K $513K
OEF
Ishares S&P 100 ETF

ETFs
261
+ 7.42%
N/A
3.78K $1.01M
FNV
Franco Nevada Corp

Basic Materials
44
+ 0.49%
$143.04 - $178.17 $6.29K - $7.84K
9.01K $1.48M
ITT
Itt Inc.

Industrials
109
+ 6.53%
$112.67 - $157.95 $12.3K - $17.2K
1.78K $278K
MRVL
Marvell Technology, Inc.

Technology
100
+ 2.9%
$49.38 - $79.97 $4.94K - $8K
3.55K $274K
LLY
Eli Lilly & CO

Healthcare
151
+ 12.24%
$713.71 - $898.95 $108K - $136K
1.39K $1.08M
MA
Mastercard Inc

Financial Services
20
+ 0.6%
$479.92 - $590.74 $9.6K - $11.8K
3.37K $1.89M
HUBB
Hubbell Inc

Industrials
5
+ 0.71%
$315.94 - $408.41 $1.58K - $2.04K
709 $289K
PG
Procter & Gamble CO

Consumer Defensive
489
+ 24.06%
$157.66 - $172.39 $77.1K - $84.3K
2.52K $401K
PH
Parker Hannifin Corp

Industrials
29
+ 7.86%
$517.23 - $700.54 $15K - $20.3K
398 $277K
ABT
Abbott Laboratories

Healthcare
55
+ 0.4%
$123.95 - $138.08 $6.82K - $7.59K
13.8K $1.87M
EMB
Ishares Tr

ETFs
486
+ 16.83%
$86.54 - $92.62 $42.1K - $45K
3.37K $312K
RMD
Resmed Inc

Healthcare
69
+ 7.13%
$204.54 - $258.0 $14.1K - $17.8K
1.04K $267K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
585
+ 2.06%
$34.58 - $38.82 $20.2K - $22.7K
28.9K $1.12M
SYK
Stryker Corp

Healthcare
84
+ 10.97%
$337.37 - $395.63 $28.3K - $33.2K
850 $336K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
104
+ 8.06%
$153.22 - $199.8 $15.9K - $20.8K
1.39K $261K
TJX
Tjx Companies Inc

Consumer Cyclical
219
+ 2.33%
$119.13 - $135.03 $26.1K - $29.6K
9.63K $1.19M
LDOS
Leidos Holdings, Inc.

Technology
11
+ 0.62%
$132.9 - $160.3 $1.46K - $1.76K
1.77K $279K
SPGI
S&P Global Inc.

Financial Services
18
+ 1.04%
$438.31 - $527.29 $7.89K - $9.49K
1.75K $921K
FELE
Franklin Electric CO Inc

Industrials
544
+ 23.68%
$84.21 - $95.87 $45.8K - $52.2K
2.84K $254K
CSL
Carlisle Companies Inc

Industrials
45
+ 6.72%
$317.1 - $408.5 $14.3K - $18.4K
715 $266K
NSC
Norfolk Southern Corp

Industrials
74
+ 7.61%
$206.34 - $257.46 $15.3K - $19.1K
1.05K $267K
UGI
Ugi Corp

Utilities
80
+ 0.83%
$30.18 - $36.59 $2.41K - $2.93K
9.77K $355K
AME
Ametek Inc

Industrials
121
+ 9.3%
$151.41 - $182.75 $18.3K - $22.1K
1.42K $257K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 8.7%
$919.93 - $1101.66 $18.4K - $22K
250 $260K
ICE
Intercontinental Exchange, Inc.

Financial Services
89
+ 6.01%
$151.62 - $183.47 $13.5K - $16.3K
1.57K $287K
STE
Steris PLC

Healthcare
70
+ 6.72%
$208.55 - $252.55 $14.6K - $17.7K
1.11K $267K
ABNB
Airbnb, Inc.

Consumer Cyclical
5
+ 0.21%
$105.69 - $140.64 $528 - $703
2.35K $310K
IR
Ingersoll Rand Inc.

Industrials
243
+ 8.23%
$66.75 - $84.94 $16.2K - $20.6K
3.19K $265K
GGG
Graco Inc

Industrials
248
+ 9.2%
$74.02 - $87.26 $18.4K - $21.6K
2.94K $253K
TDY
Teledyne Technologies Inc

Technology
37
+ 7.57%
$435.54 - $512.31 $16.1K - $19K
526 $269K
NGG
National Grid PLC

Utilities
21
+ 0.74%
$62.74 - $74.79 $1.32K - $1.57K
2.85K $211K
SSNC
Ss&C Technologies Holdings Inc

Technology
316
+ 11.43%
$71.96 - $83.42 $22.7K - $26.4K
3.08K $255K
CI
Cigna Corp

Healthcare
69
+ 9.08%
$301.89 - $340.04 $20.8K - $23.5K
829 $274K
AMT
American Tower Corp

Real Estate
27
+ 0.56%
$203.96 - $228.19 $5.51K - $6.16K
4.86K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
80
+ 7.91%
$217.22 - $246.25 $17.4K - $19.7K
1.09K $265K
FDS
Factset Research Systems Inc

Financial Services
52
+ 10.16%
$398.85 - $473.32 $20.7K - $24.6K
564 $252K
ADP
Automatic Data Processing Inc

Industrials
57
+ 6.61%
$276.76 - $326.81 $15.8K - $18.6K
919 $283K
FCN
Fti Consulting, Inc

Industrials
148
+ 10.65%
$152.87 - $168.51 $22.6K - $24.9K
1.54K $248K
DOX
Amdocs LTD

Technology
217
+ 8.23%
$80.46 - $94.08 $17.5K - $20.4K
2.85K $260K
RSG
Republic Services, Inc.

Industrials
55
+ 5.43%
$227.2 - $258.07 $12.5K - $14.2K
1.07K $263K
WSO
Watsco Inc

Industrials
110
+ 23.4%
$421.84 - $520.66 $46.4K - $57.3K
580 $256K
CME
Cme Group Inc.

Financial Services
10
+ 0.7%
$252.37 - $290.71 $2.52K - $2.91K
1.45K $398K
DRI
Darden Restaurants Inc

Consumer Cyclical
19
+ 1.54%
$186.58 - $225.78 $3.55K - $4.29K
1.26K $273K
PRI
Primerica, Inc.

Financial Services
91
+ 10.83%
$244.39 - $290.62 $22.2K - $26.4K
931 $254K
TSCO
Tractor Supply CO

Consumer Cyclical
434
+ 10.37%
$47.86 - $55.77 $20.8K - $24.2K
4.62K $243K
ALC
Alcon Inc

Healthcare
281
+ 10.68%
$82.88 - $98.3 $23.3K - $27.6K
2.91K $256K
WDAY
Workday, Inc.

Technology
2
+ 0.19%
$210.47 - $274.71 $421 - $549
1.05K $251K
MSCI
Msci Inc.

Financial Services
2
+ 0.37%
$506.56 - $576.74 $1.01K - $1.15K
546 $314K
Activity Summary
Buys All Purchases 180 New Holdings 31 Increased Positions 149 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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