Fullcircle Wealth LLC Incresed Positions in Q1 2025

Fullcircle Wealth LLC

  • $227 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
8
+ 0.18%
$255.39 - $325.87 $2.04K - $2.61K
4.38K $1.18M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
16.8K
+ 28.64%
$23.29 - $23.38 $392K - $394K
75.6K $1.77M
SBUX
Starbucks Corp

Consumer Cyclical
3.28K
+ 26.99%
$91.75 - $115.81 $301K - $380K
15.4K $1.51M
CMCSA
Comcast Corp

Communication Services
651
+ 1.5%
$33.19 - $38.23 $21.6K - $24.9K
43.9K $1.62M
NVO
Novo Nordisk A S

Healthcare
6.29K
+ 31.86%
$69.3 - $90.95 $436K - $572K
26K $1.81M
Bondbloxx ETF Trust
3.75K
+ 12.1%
N/A
34.7K $0
IVE
Ishares S&P 500 Value ETF

ETFs
2.45K
+ 28.08%
$185.78 - $198.58 $456K - $487K
11.2K $2.13M
V
Visa Inc.

Financial Services
50
+ 1.03%
$306.92 - $362.71 $15.3K - $18.1K
4.91K $1.72M
FPE
First Tr Pfd Secs & Income ETF

ETFs
21K
+ 21.66%
$17.53 - $17.87 $369K - $376K
118K $2.08M
CVX
Chevron Corp

Energy
510
+ 4.54%
$146.71 - $167.97 $74.8K - $85.7K
11.7K $1.97M
Bondbloxx ETF Trust
5.4K
+ 4.36%
N/A
129K $0
MA
Mastercard Inc

Financial Services
39
+ 1.18%
$504.67 - $576.31 $19.7K - $22.5K
3.35K $1.84M
JNJ
Johnson & Johnson

Healthcare
469
+ 3.87%
$142.06 - $167.7 $66.6K - $78.7K
12.6K $2.09M
DIS
Walt Disney CO

Communication Services
1.34K
+ 7.55%
$96.87 - $114.0 $130K - $153K
19.1K $1.88M
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.06%
$84.5 - $105.05 $1.01K - $1.26K
20.5K $1.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
44.1K
+ 172.71%
$91.45 - $91.75 $4.04M - $4.05M
69.7K $6.39M
JPM
Jpmorgan Chase & CO

Financial Services
795
+ 9.33%
$225.19 - $279.95 $179K - $223K
9.32K $2.29M
AVGO
Broadcom Inc.

Technology
109
+ 1.09%
$167.43 - $244.7 $18.2K - $26.7K
10.1K $1.69M
GOOGL
Alphabet Inc.

Communication Services
269
+ 2.11%
$154.33 - $206.19 $41.5K - $55.5K
13K $2.01M
MDT
Medtronic PLC

Healthcare
1.81K
+ 6.59%
$79.84 - $94.5 $145K - $171K
29.3K $2.63M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.14K
+ 2.81%
$22.46 - $23.26 $70.6K - $73.1K
115K $2.66M
ACN
Accenture PLC

Technology
249
+ 3.67%
$300.91 - $398.25 $74.9K - $99.2K
7.03K $2.19M
Managed Portfolio Series
10.4K
+ 12.8%
N/A
91.4K $0
CGMS
Capital Grp Core Plus Income E
24.9K
+ 24.67%
N/A
126K $0
TXN
Texas Instruments Inc

Technology
24
+ 0.15%
N/A
16.2K $3.14M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.09K
+ 5.61%
$48.06 - $53.73 $148K - $166K
58.2K $2.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.95K
+ 12.26%
$168.16 - $186.21 $328K - $363K
17.8K $3.05M
UL
Unilever PLC

Consumer Defensive
1.25K
+ 2.26%
$54.72 - $60.29 $68.2K - $75.2K
56.4K $3.36M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.7K
+ 5.66%
$92.45 - $106.69 $157K - $182K
31.8K $2.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57
+ 0.46%
$442.66 - $534.52 $25.2K - $30.5K
12.4K $6.58M
MSFT
Microsoft Corp

Technology
966
+ 6.6%
$375.39 - $447.2 $363K - $432K
15.6K $5.86M
SNOW
Snowflake Inc.

Technology
70
+ 0.18%
$146.16 - $192.78 $10.2K - $13.5K
39.1K $5.72M
Activity Summary
Buys All Purchases 182 New Holdings 49 Increased Positions 133 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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