Fullcircle Wealth LLC Purchases in Q4 2024

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$664750.0 - $724132.5 $3.32M - $3.62M
5 $3.61B
SNOW
Snowflake Inc.

Technology
58
+ 0.15%
$109.65 - $186.51 $6.36K - $10.8K
39.1K $7.53B
Managed Portfolio Series
41.8K
+ 106.71%
N/A
81K $2.64B
Bondbloxx ETF Trust
25.8K
New
N/A
25.8K $1.31B
Bondbloxx ETF Trust
77.3K
+ 166.6%
N/A
124K $1.87B
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
28.7K
+ 198.51%
$39.02 - $39.88 $1.12M - $1.15M
43.2K $1.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.2K
+ 91.59%
$91.29 - $91.8 $1.12M - $1.12M
25.6K $2.34B
Profesionally Managed Portfo
33.8K
New
N/A
33.8K $1.03B
LLY
Eli Lilly & CO

Healthcare
1.16K
New
$727.2 - $932.06 $843K - $1.08M
1.16K $1.01B
Ge Healthcare Technologies I
8.9K
New
N/A
8.9K $832M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.87K
+ 19.41%
$66.77 - $71.52 $592K - $635K
54.6K $3.92B
Bondbloxx ETF Trust
15.7K
+ 103.26%
N/A
30.9K $1.57B
Strategic Trust
22.4K
+ 52.12%
N/A
65.5K $2.21B
Smurfit Westrock PLC
12.5K
New
N/A
12.5K $681M
DG
Dollar General Corp

Consumer Defensive
8.64K
New
$73.27 - $84.47 $633K - $730K
8.64K $630M
EFG
Msci Eafe Growth ETF

ETFs
5.79K
+ 36.43%
$96.83 - $106.88 $561K - $619K
21.7K $2.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.22K
New
$201.32 - $217.44 $447K - $483K
2.22K $506M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.95K
+ 6.94%
$94.43 - $105.47 $184K - $206K
30.1K $3.2B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.2K
New
$89.97 - $98.59 $378K - $414K
4.2K $434M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
19.6K
+ 82.78%
$22.1 - $22.59 $433K - $443K
43.3K $960M
V
Visa Inc.

Financial Services
258
+ 5.61%
$273.87 - $320.91 $70.7K - $82.8K
4.86K $1.73B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5K
+ 9.97%
$49.03 - $53.35 $245K - $266K
55.1K $2.95B
ARES
Ares Management Corp

Financial Services
2.26K
New
$153.38 - $183.7 $346K - $415K
2.26K $416M
EFV
Msci Eafe Value ETF

ETFs
6.12K
+ 16.64%
$51.78 - $57.15 $317K - $350K
42.9K $2.44B
HSY
Hershey CO

Consumer Defensive
2.63K
+ 187.46%
$168.67 - $193.65 $444K - $509K
4.03K $649M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.59K
+ 11.12%
$176.42 - $186.91 $281K - $297K
15.9K $2.95B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.07K
New
$174.22 - $187.62 $360K - $388K
2.07K $375M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.1K
+ 39.1%
$29.77 - $30.19 $360K - $365K
43K $1.29B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
15.6K
+ 40.04%
$22.72 - $23.0 $354K - $359K
54.6K $1.24B
FDX
Fedex Corp

Industrials
1.38K
+ 135.6%
$260.5 - $305.15 $358K - $420K
2.39K $629M
ACHR
Archer Aviation Inc.

Industrials
5.15K
+ 10.82%
$2.94 - $11.33 $15.1K - $58.3K
52.8K $502M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
11.8K
New
$28.25 - $28.72 $333K - $338K
11.8K $335M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
57.6K
New
$5.64 - $5.93 $325K - $342K
57.6K $322M
GOOGL
Alphabet Inc.

Communication Services
429
+ 3.49%
$161.86 - $196.66 $69.4K - $84.4K
12.7K $2.37B
Tidal Trust Iii
12.5K
New
N/A
12.5K $317M
JNJ
Johnson & Johnson

Healthcare
2.18K
+ 21.87%
$143.34 - $165.86 $312K - $361K
12.1K $1.91B
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.3K
New
$21.81 - $22.48 $290K - $299K
13.3K $292M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
512
New
$521.84 - $558.82 $267K - $286K
512 $287M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.89K
+ 126.97%
$96.64 - $101.23 $279K - $292K
5.16K $502M
HON
Honeywell International Inc

Industrials
1.32K
+ 31.65%
$202.84 - $236.0 $268K - $312K
5.49K $1.13B
DIS
Walt Disney CO

Communication Services
242
+ 1.38%
$92.39 - $117.6 $22.4K - $28.5K
17.7K $1.94B
SYK
Stryker Corp

Healthcare
669
New
$345.14 - $392.15 $231K - $262K
669 $260M
LEN
Lennar Corp

Consumer Cyclical
2.88K
+ 148.22%
$136.2 - $188.96 $392K - $544K
4.82K $597M
INOD
Innodata Inc

Technology
4.9K
New
$15.45 - $46.23 $75.8K - $227K
4.9K $256M
CGMS
Capital Grp Core Plus Income E
9.26K
+ 10.09%
N/A
101K $2.78B
BSX
Boston Scientific Corp

Healthcare
2.31K
New
$83.62 - $91.5 $193K - $212K
2.31K $246M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.25K
New
$35.32 - $44.84 $185K - $235K
5.25K $244M
QQQ
Invesco Qqq Trust, Series 1

ETFs
454
New
$481.22 - $538.17 $218K - $244K
454 $243M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.67K
New
$69.93 - $77.36 $187K - $206K
2.67K $236M
Activity Summary
Buys All Purchases 135 New Holdings 53 Increased Positions 82 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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