Circle Wealth Management, LLC Purchases in Q2 2025

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
2.09K
New
$59.09 - $98.75 $124K - $206K
2.09K $206K
HON
Honeywell International Inc

Industrials
885
New
$182.86 - $232.88 $162K - $206K
885 $206K
C
Citigroup Inc

Financial Services
2.38K
New
$58.13 - $85.12 $138K - $203K
2.38K $202K
PM
Philip Morris International Inc.

Consumer Defensive
121
+ 2.4%
$149.23 - $184.95 $18.1K - $22.4K
5.16K $938K
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 14.47%
$53.19 - $69.38 $57.7K - $75.2K
8.58K $594K
V
Visa Inc.

Financial Services
287
+ 6.04%
$308.27 - $373.31 $88.5K - $107K
5.04K $1.79M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.25K
+ 41.61%
$49.79 - $50.75 $112K - $114K
7.66K $388K
BAC
Bank Of America Corp

Financial Services
85
+ 0.44%
$34.39 - $47.46 $2.92K - $4.03K
19.4K $917K
XLF
Financial Sector Spdr

ETFs
259
+ 0.7%
$43.92 - $52.37 $11.4K - $13.6K
37.2K $1.95M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
87
+ 0.54%
$45.98 - $56.15 $4K - $4.89K
16.3K $915K
HUM
Humana Inc

Healthcare
471
+ 29.31%
$224.93 - $295.04 $106K - $139K
2.08K $508K
EL
Estee Lauder Companies Inc

Consumer Defensive
64
+ 1.26%
$50.06 - $80.8 $3.2K - $5.17K
5.14K $414K
HUBS
Hubspot Inc

Technology
206
+ 6.98%
$487.07 - $672.24 $100K - $138K
3.16K $1.76M
XLV
Select Sector Spdr Fund Health

ETFs
1.87K
+ 11.5%
$128.77 - $144.3 $240K - $269K
18.1K $2.44M
LEN
Lennar Corp

Consumer Cyclical
782
+ 19.44%
$102.76 - $115.66 $80.4K - $90.4K
4.81K $531K
WBS
Webster Financial Corp

Financial Services
688
+ 7.18%
$41.76 - $54.91 $28.7K - $37.8K
10.3K $560K
PNC
Pnc Financial Services Group, Inc.

Financial Services
242
+ 15.54%
$149.76 - $186.42 $36.2K - $45.1K
1.8K $335K
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.6%
$81.79 - $99.98 $2.86K - $3.5K
5.89K $575K
FCX
Freeport Mcmoran Inc

Basic Materials
39
+ 0.36%
$29.15 - $44.46 $1.14K - $1.73K
10.8K $466K
WM
Waste Management Inc

Industrials
212
+ 21.95%
$216.47 - $242.1 $45.9K - $51.3K
1.18K $269K
ABT
Abbott Laboratories

Healthcare
56
+ 2.42%
$123.95 - $138.08 $6.94K - $7.73K
2.37K $322K
XLP
Consumer Staples Sector Spdr

ETFs
161
+ 0.19%
N/A
83.6K $6.36M
KO
Coca Cola CO

Consumer Defensive
186
+ 2.87%
$68.37 - $73.9 $12.7K - $13.7K
6.67K $471K
Blackrock Inc
191
New
N/A
191 $0
Circle Internet Group Inc
1.18K
New
N/A
1.18K $0
Canadian Pacific Kansas City
2.9K
+ 22.85%
N/A
15.6K $0
Lam Research Corp
427
+ 2.1%
N/A
20.7K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.02K
New
N/A
6.02K $0
Servicetitan Inc
4.03K
New
N/A
4.03K $0
Tempus Ai Inc
8.11K
+ 80.21%
N/A
18.2K $0
Grayscale Ethereum Trust ETF
270
+ 1.79%
N/A
15.4K $0
Ishares Bitcoin Trust ETF
17.6K
+ 337.6%
N/A
22.9K $0
AMGN
Amgen Inc

Healthcare
150
+ 11.47%
$262.28 - $309.85 $39.3K - $46.5K
1.46K $407K
MCD
Mcdonalds Corp

Consumer Cyclical
175
+ 6.36%
$285.55 - $321.23 $50K - $56.2K
2.93K $854K
CMCSA
Comcast Corp

Communication Services
784
+ 1.89%
$32.84 - $36.72 $25.7K - $28.8K
42.2K $1.51M
TMO
Thermo Fisher Scientific Inc.

Healthcare
594
+ 18.53%
$390.26 - $489.06 $232K - $291K
3.8K $1.54M
JNJ
Johnson & Johnson

Healthcare
171
+ 1.74%
$146.36 - $159.82 $25K - $27.3K
9.98K $1.52M
COP
Conocophillips

Energy
430
+ 3.68%
$82.66 - $106.1 $35.5K - $45.6K
12.1K $1.09M
PG
Procter & Gamble CO

Consumer Defensive
457
+ 1.79%
$157.66 - $172.39 $72.1K - $78.8K
26K $4.14M
UNH
Unitedhealth Group Inc

Healthcare
1.24K
+ 29.56%
$274.35 - $599.47 $339K - $741K
5.42K $1.69M
MRK
Merck & Co., Inc.

Healthcare
145
+ 0.08%
$73.47 - $87.12 $10.7K - $12.6K
181K $14.4M
LLY
Eli Lilly & CO

Healthcare
47
+ 0.05%
$713.71 - $898.95 $33.5K - $42.3K
85.9K $66.9M
Activity Summary
Buys All Purchases 93 New Holdings 17 Increased Positions 76 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 4
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