Fullcircle Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $227 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Parcel Service Inc with a value of $9.78M, Berkshire Hathaway Inc Class B with a value of $6.58M, Spdr Bloomberg 1 3 Month T Bil with a value of $6.39M, Microsoft Corp with a value of $5.86M, and Snowflake Inc. with a value of $5.72M.
Examining the 13F form we can see an decrease of $244B in the current position value, from $244B to 227M.
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
$227 Million
ETFs: $75.1 Million
Technology: $35.6 Million
Financial Services: $28.4 Million
Industrials: $23.8 Million
Healthcare: $16.3 Million
Consumer Cyclical: $11.2 Million
Consumer Defensive: $10.8 Million
Energy: $7.67 Million
Other: $17.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
