Fullcircle Wealth LLC Portfolio Holdings
Fullcircle Wealth LLC
- $244 Billion
- Q4 2024
Fullcircle Wealth LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $244 Billion distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $11.5B, Snowflake Inc. with a value of $7.53B, Ishares Tr with a value of $6.83B, Apple Inc. with a value of $6.27B, and Microsoft Corp with a value of $6.01B.
Examining the 13F form we can see an increase of $21.6B in the current position value, from $223B to 244B.
Fullcircle Wealth LLC is based out at Dallas, TX
Below you can find more details about Fullcircle Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$244 Billion
ETFs: $75.7 Billion
Technology: $39.6 Billion
Financial Services: $26.2 Billion
Industrials: $21.9 Billion
Healthcare: $15.9 Billion
Consumer Cyclical: $11.6 Billion
Consumer Defensive: $10.6 Billion
Communication Services: $8.11 Billion
Other: $15.9 Billion