Fullcircle Wealth LLC Incresed Positions in Q4 2024

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4.35K
+ 101.99%
$159.11 - $178.39 $692K - $775K
8.61K $1.51B
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
EFG
Msci Eafe Growth ETF

ETFs
5.79K
+ 36.43%
$96.83 - $106.88 $561K - $619K
21.7K $2.27B
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
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
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
GOOGL
Alphabet Inc.

Communication Services
429
+ 3.49%
$161.86 - $196.66 $69.4K - $84.4K
12.7K $2.37B
JNJ
Johnson & Johnson

Healthcare
2.18K
+ 21.87%
$143.34 - $165.86 $312K - $361K
12.1K $1.91B
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
LEN
Lennar Corp

Consumer Cyclical
2.88K
+ 148.22%
$136.2 - $188.96 $392K - $544K
4.82K $597M
CGMS
Capital Grp Core Plus Income E
9.26K
+ 10.09%
N/A
101K $2.78B
MA
Mastercard Inc

Financial Services
86
+ 2.67%
$491.3 - $536.15 $42.3K - $46.1K
3.31K $1.87B
SBUX
Starbucks Corp

Consumer Cyclical
141
+ 1.17%
$87.44 - $102.5 $12.3K - $14.5K
12.1K $1.37B
ACN
Accenture PLC

Technology
9
+ 0.13%
$343.9 - $376.86 $3.1K - $3.39K
6.78K $2.64B
ASML
Asml Holding Nv

Technology
176
+ 22.22%
$658.43 - $872.27 $116K - $154K
968 $752M
IVE
Ishares S&P 500 Value ETF

ETFs
971
+ 12.5%
$189.5 - $206.17 $184K - $200K
8.74K $1.72B
FNV
Franco Nevada Corp

Basic Materials
912
+ 14.67%
$113.26 - $137.22 $103K - $125K
7.13K $1.03B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.14K
+ 23.85%
$25.0 - $25.11 $178K - $179K
37.1K $930M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.25K
+ 16.51%
$29.25 - $33.27 $94.9K - $108K
22.9K $776M
MELI
Mercadolibre Inc

Consumer Cyclical
66
+ 34.92%
$1666.0 - $2117.3 $110K - $140K
255 $527M
NVDA
Nvidia Corp

Technology
1.08K
+ 68.09%
$117.0 - $148.88 $127K - $161K
2.67K $361M
MDT
Medtronic PLC

Healthcare
932
+ 3.51%
$79.61 - $92.24 $74.2K - $86K
27.5K $2.53B
JOBY
Joby Aviation, Inc.

Industrials
10K
+ 47.62%
$4.8 - $9.16 $48K - $91.6K
31K $235M
CVX
Chevron Corp

Energy
396
+ 3.65%
$141.15 - $162.53 $55.9K - $64.4K
11.2K $1.75B
IYW
Ishares Dj Us Tech ETF

ETFs
327
+ 4.79%
$148.14 - $166.23 $48.4K - $54.4K
7.15K $1.18B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.54K
+ 20.91%
$87.1 - $98.49 $134K - $151K
8.89K $788M
NKE
Nike, Inc.

Consumer Cyclical
2.16K
+ 24.49%
$73.36 - $89.13 $159K - $193K
11K $805M
TJX
Tjx Companies Inc

Consumer Cyclical
7
+ 0.08%
$112.15 - $127.2 $785 - $890
9.09K $1.14B
SMMT
Summit Therapeutics Inc.

Healthcare
5.12K
+ 45.47%
$17.52 - $23.46 $89.6K - $120K
16.4K $357M
APH
Amphenol Corp

Technology
1.41K
+ 13.72%
$62.07 - $75.35 $87.3K - $106K
11.7K $809M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.4%
$163.08 - $198.16 $3.26K - $3.96K
5.04K $947M
VOD
Vodafone Group Public LTD CO

Communication Services
20.2K
+ 31.28%
$8.37 - $9.95 $169K - $201K
84.9K $716M
HYG
Ishares Tr

ETFs
857
+ 1.01%
$78.09 - $80.04 $66.9K - $68.6K
85.7K $6.83B
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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