Fullcircle Wealth LLC Portfolio Holdings
Fullcircle Wealth LLC
- $204 Billion
- Q2 2024
Fullcircle Wealth LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $14B, Ishares Tr with a value of $6.49B, Microsoft Corp with a value of $6.06B, Apple Inc. with a value of $5.74B, and Berkshire Hathaway Inc Class B with a value of $5.38B.
Examining the 13F form we can see an increase of $204B in the current position value.
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
$204 Billion
ETFs: $66.9 Billion
Technology: $30.9 Billion
Industrials: $21.9 Billion
Financial Services: $17.6 Billion
Healthcare: $14.8 Billion
Consumer Cyclical: $10.1 Billion
Consumer Defensive: $8.38 Billion
Communication Services: $7.98 Billion
Other: $18.6 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 167
- Current Value $204 Billion
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 167 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks