Fullcircle Wealth LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $223 Billion distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $13.8B, Ishares Tr with a value of $6.74B, Apple Inc. with a value of $6.21B, Microsoft Corp with a value of $6.17B, and Goldman Sachs Access Treasury with a value of $6.02B.
Examining the 13F form we can see an increase of $18.9B in the current position value, from $204B to 223B.
Fullcircle Wealth LLC is based out at Dallas, TX
Below you can find more details about Fullcircle Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Billion
ETFs: $72.8 Billion
Technology: $35.4 Billion
Industrials: $22.4 Billion
Financial Services: $19.7 Billion
Healthcare: $15.4 Billion
Consumer Cyclical: $10.9 Billion
Consumer Defensive: $9.9 Billion
Communication Services: $8.07 Billion
Other: $17.5 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
