Fullcircle Wealth LLC Portfolio Holdings
Fullcircle Wealth LLC
- $227 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 246
- Current Value $227 Million
- Prior Value $244 Billion
- Filing
- Period Q1 2025
- Filing Date April 29, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 49 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 50 stocks