Fullcircle Wealth LLC Incresed Positions in Q4 2024

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABEQ
Unified Ser Tr Absolute Core S

ETFs
2.33K
+ 8.44%
$31.43 - $33.28 $73.4K - $77.7K
30K $994M
TTE
Total Energies Se

Energy
1.12K
+ 35.94%
N/A
4.25K $259M
EOG
Eog Resources Inc

Energy
38
+ 0.55%
$118.22 - $136.54 $4.49K - $5.19K
6.97K $899M
Bondbloxx ETF Trust
1K
+ 11.63%
N/A
9.6K $485M
PG
Procter & Gamble CO

Consumer Defensive
267
+ 16.94%
$161.05 - $179.7 $43K - $48K
1.84K $315M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.4K
+ 3.63%
$17.65 - $18.18 $60K - $61.8K
97.1K $1.73B
THO
Thor Industries Inc

Consumer Cyclical
607
+ 13.3%
$94.35 - $115.54 $57.3K - $70.1K
5.17K $530M
FISV
Fiserv Inc

Technology
43
+ 3.7%
N/A
1.2K $277M
FSLR
First Solar, Inc.

Technology
610
+ 43.57%
$175.88 - $240.66 $107K - $147K
2.01K $322M
MBB
Ishares Tr

ETFs
480
+ 3.27%
$91.26 - $95.82 $43.8K - $46K
15.1K $1.39B
WDAY
Workday, Inc.

Technology
21
+ 2.05%
$233.85 - $279.91 $4.91K - $5.88K
1.04K $271M
ABBV
Abb Vie Inc.

Healthcare
36
+ 0.56%
$164.99 - $203.87 $5.94K - $7.34K
6.44K $1.25B
IFRA
Ishares Tr

ETFs
625
+ 9.01%
$45.94 - $51.71 $28.7K - $32.3K
7.56K $360M
JNK
Spdr Bloomberg High Yield Bond

ETFs
340
+ 0.98%
$94.77 - $97.36 $32.2K - $33.1K
34.9K $3.37B
GNMA
Ishares Gnma Bond ETF

ETFs
729
+ 12.07%
$42.8 - $44.74 $31.2K - $32.6K
6.77K $292M
Blackrock ETF Trust Ii
665
+ 3.95%
N/A
17.5K $918M
ADBE
Adobe Inc.

Technology
133
+ 7.97%
$437.39 - $552.96 $58.2K - $73.5K
1.8K $827M
SNY
Sanofi

Healthcare
424
+ 8.98%
$45.89 - $57.31 $19.5K - $24.3K
5.14K $278M
CGXU
Capital Group Intl Focus Equit

ETFs
506
+ 1.17%
$24.67 - $26.94 $12.5K - $13.6K
43.8K $1.16B
ZTS
Zoetis Inc.

Healthcare
776
+ 11.85%
$162.24 - $194.42 $126K - $151K
7.32K $1.21B
SJNK
Spdr Bloomberg Short Term High

ETFs
340
+ 0.99%
$25.09 - $25.69 $8.53K - $8.73K
34.6K $881M
NOC
Northrop Grumman Corp

Industrials
128
+ 13.13%
$466.52 - $543.88 $59.7K - $69.6K
1.1K $502M
EMB
Ishares Tr

ETFs
19
+ 0.86%
$88.94 - $93.46 $1.69K - $1.78K
2.23K $202M
NGG
National Grid PLC

Utilities
237
+ 7.77%
$57.68 - $70.03 $13.7K - $16.6K
3.29K $201M
MGA
Magna International Inc

Consumer Cyclical
1.02K
+ 5.74%
$39.47 - $46.46 $40.4K - $47.6K
18.9K $749M
XOM
Exxon Mobil Corp

Energy
667
+ 7.87%
$105.51 - $125.37 $70.4K - $83.6K
9.14K $988M
NVO
Novo Nordisk A S

Healthcare
5.44K
+ 38.02%
$85.0 - $120.04 $462K - $653K
19.7K $1.56B
Liberty Global LTD
18.9K
+ 59.04%
N/A
50.9K $557M
DEO
Diageo PLC

Consumer Defensive
594
+ 6.65%
$118.0 - $139.88 $70.1K - $83.1K
9.52K $1.04B
MSFT
Microsoft Corp

Technology
182
+ 1.26%
$406.35 - $454.46 $74K - $82.7K
14.6K $6.01B
GD
General Dynamics Corp

Industrials
244
+ 6.46%
$260.28 - $314.03 $63.5K - $76.6K
4.02K $989M
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
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email