Circle Wealth Management, LLC Incresed Positions in Q2 2025

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
95
+ 0.01%
$498.8 - $620.9 $47.4K - $59K
735K $456M
VGT
Vanguard Information Technolog

ETFs
42.3K
+ 5052.81%
$470.37 - $663.28 $19.9M - $28.1M
43.1K $28.6M
MSFT
Microsoft Corp

Technology
4.65K
+ 4.57%
$354.56 - $497.45 $1.65M - $2.31M
106K $52.8M
NVDA
Nvidia Corp

Technology
16.3K
+ 20.95%
$94.31 - $157.99 $1.54M - $2.58M
94.4K $14.9M
NKE
Nike, Inc.

Consumer Cyclical
2.53K
+ 0.46%
$53.27 - $72.04 $135K - $182K
556K $39.5M
XLK
Technology Sector Spdr

ETFs
5.54K
+ 9.15%
$179.73 - $253.23 $996K - $1.4M
66.1K $16.7M
GS
Goldman Sachs Group Inc

Financial Services
399
+ 1.74%
$462.22 - $707.75 $184K - $282K
23.3K $16.5M
IAU
Ishares Gold Trust

ETFs
4.46K
+ 0.55%
$56.1 - $64.74 $250K - $289K
815K $50.8M
HOOD
Robinhood Markets, Inc.

Technology
9.32K
+ 22.9%
$34.17 - $93.63 $318K - $872K
50K $4.68M
CRWD
Crowd Strike Holdings, Inc.

Technology
328
+ 2.13%
$321.63 - $509.31 $105K - $167K
15.7K $8M
TSLA
Tesla, Inc.

Consumer Cyclical
4.37K
+ 29.64%
$221.86 - $362.89 $970K - $1.59M
19.1K $6.08M
CRDO
Credo Technology Group Holding LTD

Technology
8.15K
+ 59.52%
$33.3 - $95.05 $271K - $774K
21.8K $2.02M
GLD
Spdr Gold Trust

ETFs
2.07K
+ 7.35%
$273.71 - $316.29 $568K - $656K
30.3K $9.24M
NOW
Service Now, Inc.

Technology
250
+ 7.66%
$721.65 - $1040.18 $180K - $260K
3.51K $3.61M
SPOT
Spotify Technology S.A.

Communication Services
489
+ 17.07%
$503.3 - $775.9 $246K - $379K
3.35K $2.57M
TXN
Texas Instruments Inc

Technology
4.99K
+ 56.17%
N/A
13.9K $2.7M
INTU
Intuit Inc

Technology
391
+ 11.33%
$544.07 - $787.63 $213K - $308K
3.84K $3.03M
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.02%
$113.75 - $148.48 $1.37K - $1.78K
66.8K $9.76M
COIN
Coinbase Global, Inc.

Technology
1.64K
+ 115.63%
$151.47 - $375.07 $249K - $616K
3.06K $1.07M
TWLO
Twilio Inc

Communication Services
3.13K
+ 25.29%
$81.34 - $124.36 $254K - $389K
15.5K $1.93M
VGSH
Vanguard

ETFs
11.4K
+ 41.07%
$58.32 - $58.95 $663K - $670K
39K $2.29M
UBER
Uber Technologies, Inc

Technology
479
+ 1.58%
$64.62 - $93.3 $31K - $44.7K
30.7K $2.87M
TTWO
Take Two Interactive Software Inc

Communication Services
169
+ 1.03%
$194.58 - $243.05 $32.9K - $41.1K
16.5K $4.01M
ASML
Asml Holding Nv

Technology
671
+ 139.79%
$595.37 - $815.24 $399K - $547K
1.15K $922K
CDNS
Cadence Design Systems Inc

Technology
1.57K
+ 91.41%
$231.64 - $323.08 $363K - $506K
3.28K $1.01M
SBAC
Sba Communications Corp

Real Estate
1.91K
+ 33.02%
$208.57 - $243.4 $398K - $465K
7.7K $1.81M
AON
Aon PLC

Financial Services
1.72K
+ 69.7%
$335.85 - $398.81 $578K - $686K
4.19K $1.49M
SE
Sea LTD

Consumer Cyclical
392
+ 2.87%
$105.57 - $170.4 $41.4K - $66.8K
14.1K $2.25M
TTD
Trade Desk, Inc.

Technology
504
+ 2.89%
$45.27 - $79.4 $22.8K - $40K
18K $1.29M
XLY
Select Sector Spdr Consumer Di

ETFs
1.29K
+ 80.34%
$176.34 - $218.59 $228K - $282K
2.9K $629K
MNDY
Monday.Com Ltd.

Technology
553
+ 28.48%
$217.77 - $314.48 $120K - $174K
2.5K $784K
COF
Capital One Financial Corp

Financial Services
1.02K
+ 36.68%
$150.57 - $212.76 $153K - $217K
3.8K $807K
SCHW
Schwab Charles Corp

Financial Services
2.33K
+ 31.5%
$69.06 - $91.24 $161K - $212K
9.72K $886K
XLU
Utilities Sector Spdr

ETFs
3.28K
+ 123.48%
$73.09 - $82.77 $240K - $272K
5.94K $485K
DAL
Delta Air Lines, Inc.

Industrials
3.62K
+ 25.12%
$35.88 - $52.99 $130K - $192K
18K $886K
DIS
Walt Disney CO

Communication Services
1.22K
+ 31.5%
$81.72 - $124.01 $99.3K - $151K
5.07K $628K
DE
Deere & CO

Industrials
409
+ 44.31%
$412.99 - $531.48 $169K - $217K
1.33K $677K
APP
App Lovin Corp

Technology
444
+ 55.43%
$219.37 - $417.89 $97.4K - $186K
1.25K $435K
AMD
Advanced Micro Devices Inc

Technology
394
+ 9.29%
$78.21 - $143.81 $30.8K - $56.7K
4.63K $657K
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
PYPL
Pay Pal Holdings, Inc.

Financial Services
443
+ 7.01%
$57.41 - $74.81 $25.4K - $33.1K
6.76K $502K
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
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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