Circle Wealth Management, LLC Purchases in Q3 2025

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
92.4K
+ 1.41%
$202.38 - $256.87 $18.7M - $23.7M
6.64M $1.69B
IVV
Ishares Core S&P 500 ETF

ETFs
22.8K
+ 3.11%
$620.67 - $670.08 $14.2M - $15.3M
758K $507M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.25K
+ 1.01%
$617.65 - $666.84 $4.48M - $4.84M
725K $483M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.45K
+ 0.12%
$108.46 - $120.63 $266K - $296K
2.1M $250M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.26K
+ 0.12%
$62.09 - $66.51 $327K - $350K
4.24M $277M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.69K
+ 4.11%
$567.77 - $614.76 $3.23M - $3.5M
144K $88.2M
IAU
Ishares Gold Trust

ETFs
3.98K
+ 0.49%
$61.62 - $72.77 $245K - $289K
819K $59.6M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
134K
New
$57.15 - $62.12 $7.68M - $8.35M
134K $8.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.55K
+ 18.57%
$546.99 - $602.2 $4.68M - $5.15M
54.6K $32.8M
GOOG
Alphabet Inc.

Communication Services
7.54K
+ 10.93%
$175.16 - $255.24 $1.32M - $1.92M
76.5K $18.6M
NVDA
Nvidia Corp

Technology
13.4K
+ 14.24%
$153.3 - $186.58 $2.06M - $2.51M
108K $20.1M
PLTR
Palantir Technologies Inc.

Technology
7.49K
+ 15.7%
$130.68 - $186.97 $978K - $1.4M
55.2K $10.1M
MSFT
Microsoft Corp

Technology
1.62K
+ 1.52%
$491.09 - $535.64 $795K - $867K
108K $55.9M
XLK
Technology Sector Spdr

ETFs
2.46K
+ 3.72%
$250.97 - $282.66 $618K - $696K
68.5K $19.3M
TSLA
Tesla, Inc.

Consumer Cyclical
187
+ 0.98%
$293.94 - $444.72 $55K - $83.2K
19.3K $8.59M
JPM
Jpmorgan Chase & CO

Financial Services
761
+ 1.04%
$282.78 - $316.06 $215K - $241K
73.8K $23.3M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.0%
$696.56 - $806.32 $697 - $806
23.3K $18.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.67K
+ 13.98%
$339.37 - $366.46 $1.24M - $1.34M
29.9K $10.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
39.5K
New
$50.81 - $51.07 $2M - $2.02M
39.5K $2.01M
ORCL
Oracle Corp

Technology
1.18K
+ 4.71%
$218.96 - $328.33 $259K - $388K
26.3K $7.4M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.75K
+ 92.63%
$103.83 - $179.9 $701K - $1.21M
14K $2.51M
RTX
Raytheon Technologies Corp

Industrials
1.5K
+ 2.24%
$144.19 - $167.33 $216K - $250K
68.3K $11.4M
GLD
Spdr Gold Trust

ETFs
131
+ 0.43%
$300.96 - $355.47 $39.4K - $46.6K
30.4K $10.8M
IWM
Ishares Russell 2000 ETF

ETFs
5.63K
+ 83.43%
$214.92 - $244.84 $1.21M - $1.38M
12.4K $3M
AVGO
Broadcom Inc.

Technology
1.7K
+ 10.83%
$264.74 - $369.57 $451K - $630K
17.4K $5.75M
CRDO
Credo Technology Group Holding LTD

Technology
909
+ 4.16%
$87.59 - $172.31 $79.6K - $157K
22.7K $3.31M
APP
App Lovin Corp

Technology
1.13K
+ 91.08%
$335.1 - $718.54 $380K - $815K
2.38K $1.71M
VIG
Vanguard Dividend Appreciation

ETFs
6.51K
+ 9.67%
N/A
73.8K $13.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.17K
+ 7.26%
$224.68 - $282.71 $263K - $331K
17.3K $4.83M
AMD
Advanced Micro Devices Inc

Technology
6.43K
+ 138.68%
$134.8 - $184.42 $866K - $1.18M
11.1K $1.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.37K
New
$301.44 - $365.84 $1.02M - $1.23M
3.37K $1.09M
CIEN
Ciena Corp

Technology
1.33K
+ 12.12%
$77.75 - $145.67 $103K - $194K
12.3K $1.79M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.24K
New
$92.26 - $97.51 $852K - $901K
9.24K $892K
ASML
Asml Holding Nv

Technology
718
+ 62.38%
$689.63 - $968.09 $495K - $695K
1.87K $1.81M
FISV
Fiserv Inc

Technology
6.65K
New
N/A
6.65K $831K
NET
Cloudflare, Inc.

Technology
3.2K
New
$181.39 - $228.28 $580K - $730K
3.2K $685K
TMO
Thermo Fisher Scientific Inc.

Healthcare
734
+ 19.32%
$404.94 - $499.99 $297K - $367K
4.53K $2.2M
IWV
Ishares Russell 3000 ETF

ETFs
42
+ 0.19%
$351.04 - $379.81 $14.7K - $16K
22.2K $8.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.3K
+ 147.17%
$50.53 - $50.82 $569K - $573K
18.9K $961K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
969
+ 6.36%
$225.11 - $247.9 $218K - $240K
16.2K $4M
UNP
Union Pacific Corp

Industrials
2.15K
+ 46.2%
$214.91 - $237.16 $462K - $509K
6.8K $1.61M
RBLX
Roblox Corp

Communication Services
3.5K
New
$100.65 - $141.56 $352K - $495K
3.5K $484K
SE
Sea LTD

Consumer Cyclical
1.21K
+ 8.63%
$146.23 - $196.5 $178K - $239K
15.3K $2.73M
COIN
Coinbase Global, Inc.

Technology
1.51K
+ 49.18%
$297.99 - $419.78 $449K - $632K
4.57K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
356
+ 2.12%
$459.11 - $506.91 $163K - $180K
17.1K $8.61M
JNJ
Johnson & Johnson

Healthcare
644
+ 6.46%
$155.17 - $185.42 $99.9K - $119K
10.6K $1.97M
DHR
Danaher Corp

Healthcare
2.19K
+ 129.61%
$181.46 - $212.2 $398K - $465K
3.89K $770K
SYK
Stryker Corp

Healthcare
1.16K
New
$368.57 - $403.53 $429K - $470K
1.16K $430K
ADBE
Adobe Inc.

Technology
1.22K
New
$333.65 - $392.1 $407K - $478K
1.22K $430K
Activity Summary
Buys All Purchases 135 New Holdings 27 Increased Positions 108 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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