Fullcircle Wealth LLC Incresed Positions in Q2 2025

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 1.26%
$335.24 - $380.78 $6.7K - $7.62K
1.61K $590K
ZTS
Zoetis Inc.

Healthcare
475
+ 5.98%
$144.41 - $170.3 $68.6K - $80.9K
8.42K $1.31M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.13K
+ 17.14%
$11.11 - $14.46 $23.6K - $30.7K
14.5K $181K
TXN
Texas Instruments Inc

Technology
13
+ 0.08%
N/A
16.2K $3.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
41
+ 0.47%
$63.54 - $68.5 $2.61K - $2.81K
8.73K $589K
Jacobs Solutions Inc
162
+ 8.74%
N/A
2.02K $0
AJG
Arthur J. Gallagher & Co.

Financial Services
60
+ 8.19%
$310.86 - $348.77 $18.7K - $20.9K
793 $253K
XTEN
Bondbloxx ETF Tr Bloomberg 10
11.4K
+ 92.16%
N/A
23.8K $0
Smurfit Westrock PLC
367
+ 2.19%
N/A
17.1K $0
Bondbloxx ETF Trust
3.25K
+ 9.36%
N/A
37.9K $0
Strategic Trust
899
+ 1.42%
N/A
64.1K $0
CGMS
Capital Grp Core Plus Income E
4.7K
+ 3.73%
N/A
131K $0
Blackrock ETF Trust Ii
1.57K
+ 8.18%
N/A
20.8K $0
Ge Healthcare Technologies I
80
+ 0.88%
N/A
9.17K $0
Managed Portfolio Series
8.46K
+ 9.25%
N/A
99.8K $0
Liberty Global LTD
2.51K
+ 4.51%
N/A
58.2K $0
Rb Global Inc
155
+ 6.51%
N/A
2.54K $0
Linde PLC
19
+ 0.97%
N/A
1.99K $0
O
Realty Income Corp

Real Estate
34
+ 0.5%
$52.27 - $58.52 $1.78K - $1.99K
6.87K $395K
BRO
Brown & Brown, Inc.

Financial Services
228
+ 11.04%
$104.48 - $124.43 $23.8K - $28.4K
2.29K $254K
L
Loews Corp

Financial Services
1
+ 0.01%
$80.89 - $92.09 $80.9 - $92.1
19K $1.74M
DUK
Duke Energy Corp

Utilities
10
+ 0.58%
$112.46 - $124.05 $1.12K - $1.24K
1.75K $206K
NOC
Northrop Grumman Corp

Industrials
16
+ 1.43%
$456.3 - $540.39 $7.3K - $8.65K
1.13K $565K
LEN
Lennar Corp

Consumer Cyclical
157
+ 2.38%
$102.76 - $115.66 $16.1K - $18.2K
6.76K $747K
UNP
Union Pacific Corp

Industrials
16
+ 0.65%
$208.27 - $238.46 $3.33K - $3.82K
2.48K $571K
ACN
Accenture PLC

Technology
267
+ 3.8%
$279.23 - $323.21 $74.6K - $86.3K
7.3K $2.18M
AEP
American Electric Power CO Inc

Utilities
15
+ 0.57%
$98.59 - $109.11 $1.48K - $1.64K
2.64K $273K
HSY
Hershey CO

Consumer Defensive
50
+ 1.07%
$151.29 - $173.13 $7.56K - $8.66K
4.73K $784K
AON
Aon PLC

Financial Services
2
+ 0.28%
$335.85 - $398.81 $672 - $798
727 $259K
SNY
Sanofi

Healthcare
52
+ 1.14%
$47.62 - $55.44 $2.48K - $2.88K
4.63K $223K
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 0.67%
$210.83 - $235.28 $4.85K - $5.41K
3.44K $763K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
76
+ 1.17%
$86.97 - $102.82 $6.61K - $7.81K
6.55K $628K
FDX
Fedex Corp

Industrials
90
+ 2.63%
$198.07 - $245.17 $17.8K - $22.1K
3.52K $799K
WEC
Wec Energy Group, Inc.

Utilities
53
+ 0.61%
$102.24 - $109.76 $5.42K - $5.82K
8.81K $918K
EOG
Eog Resources Inc

Energy
183
+ 2.6%
$104.61 - $129.97 $19.1K - $23.8K
7.21K $862K
FANG
Diamondback Energy, Inc.

Energy
85
+ 3.7%
$119.25 - $161.49 $10.1K - $13.7K
2.39K $327K
PLD
Prologis, Inc.

Real Estate
307
+ 2.59%
$89.76 - $112.34 $27.6K - $34.5K
12.2K $1.28M
CMCSA
Comcast Corp

Communication Services
131
+ 0.3%
$32.84 - $36.72 $4.3K - $4.81K
44.1K $1.57M
MCD
Mcdonalds Corp

Consumer Cyclical
25
+ 0.73%
$285.55 - $321.23 $7.14K - $8.03K
3.45K $1.01M
SBUX
Starbucks Corp

Consumer Cyclical
315
+ 2.04%
$79.69 - $99.41 $25.1K - $31.3K
15.7K $1.44M
JNJ
Johnson & Johnson

Healthcare
554
+ 4.4%
$146.36 - $159.82 $81.1K - $88.5K
13.2K $2.01M
PEP
Pepsico Inc

Consumer Defensive
311
+ 4.59%
$128.02 - $151.37 $39.8K - $47.1K
7.08K $935K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
130
+ 2.48%
$212.1 - $244.27 $27.6K - $31.8K
5.38K $1.18M
XOM
Exxon Mobil Corp

Energy
19
+ 0.19%
$99.93 - $119.04 $1.9K - $2.26K
9.9K $1.07M
ABBV
Abb Vie Inc.

Healthcare
165
+ 2.53%
$170.16 - $206.27 $28.1K - $34K
6.68K $1.24M
CVX
Chevron Corp

Energy
648
+ 5.52%
$133.73 - $168.51 $86.7K - $109K
12.4K $1.77M
UPS
United Parcel Service Inc

Industrials
3.26K
+ 3.66%
$91.92 - $110.2 $300K - $359K
92.2K $9.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 0.58%
$483.48 - $539.8 $34.8K - $38.9K
12.4K $6.04M
Activity Summary
Buys All Purchases 180 New Holdings 31 Increased Positions 149 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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