Fullcircle Wealth LLC New Holdings in Q2 2025

Fullcircle Wealth LLC

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
86.6K
New
$75.75 - $80.65 $6.56M - $6.98M
86.6K $6.98M
JNK
Spdr Bloomberg High Yield Bond

ETFs
34.6K
New
$91.23 - $97.27 $3.16M - $3.37M
34.6K $3.37M
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
44K
New
$38.95 - $41.19 $1.71M - $1.81M
44K $1.81M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
21.4K
New
$50.09 - $51.09 $1.07M - $1.09M
21.4K $1.09M
META
Meta Platforms, Inc.

Communication Services
1.32K
New
$484.66 - $738.09 $640K - $974K
1.32K $974K
SJNK
Spdr Bloomberg Short Term High

ETFs
26.3K
New
$24.12 - $25.48 $635K - $671K
26.3K $671K
DHR
Danaher Corp

Healthcare
3.26K
New
$174.64 - $205.16 $570K - $669K
3.26K $644K
ARW
Arrow Electronics Inc

Technology
4.97K
New
$90.32 - $128.28 $449K - $637K
4.97K $632K
OKE
Oneok Inc

Energy
7.64K
New
$78.71 - $100.37 $601K - $767K
7.64K $623K
SYY
Sysco Corp

Consumer Defensive
7.1K
New
$68.0 - $75.91 $483K - $539K
7.1K $538K
IEX
Idex Corp

Industrials
1.77K
New
$160.66 - $191.29 $284K - $338K
1.77K $310K
BSX
Boston Scientific Corp

Healthcare
2.57K
New
$89.7 - $107.41 $231K - $276K
2.57K $276K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.09K
New
$83.97 - $92.85 $259K - $287K
3.09K $272K
EMGF
Ishares Msci Emerging Markets

ETFs
5.23K
New
$41.37 - $52.07 $216K - $272K
5.23K $272K
IQV
Iqvia Holdings Inc.

Healthcare
1.6K
New
$137.0 - $174.37 $219K - $279K
1.6K $252K
SAIA
Saia Inc

Industrials
915
New
$236.65 - $374.8 $217K - $343K
915 $250K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.43K
New
$100.44 - $129.37 $244K - $314K
2.43K $250K
CRDO
Credo Technology Group Holding LTD

Technology
2.7K
New
$33.3 - $95.05 $89.9K - $257K
2.7K $249K
FLEX
Flex Ltd.

Technology
5K
New
$26.68 - $50.09 $133K - $250K
5K $249K
ICLR
Icon PLC

Healthcare
1.69K
New
$126.62 - $168.7 $214K - $285K
1.69K $245K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.25K
New
$31.67 - $42.89 $166K - $225K
5.25K $225K
IDXX
Idexx Laboratories Inc

Healthcare
415
New
$361.04 - $536.34 $150K - $223K
415 $222K
PIPR
Piper Sandler Companies

Financial Services
734
New
$210.78 - $281.82 $155K - $207K
734 $204K
VUG
Vanguard Growth ETF

ETFs
462
New
$329.49 - $438.4 $152K - $203K
462 $202K
XEL
Xcel Energy Inc

Utilities
2.79K
New
$65.65 - $72.39 $183K - $202K
2.79K $190K
CSGP
Costar Group, Inc.

Real Estate
2.2K
New
$72.62 - $83.22 $159K - $183K
2.2K $176K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
36.5K
New
N/A
36.5K $0
Bondbloxx ETF Trust
35.8K
New
N/A
35.8K $0
Blackrock ETF Trust
41.8K
New
N/A
41.8K $0
Blackrock ETF Trust
19.3K
New
N/A
19.3K $0
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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