Fullcircle Wealth LLC Purchases in Q3 2025

Fullcircle Wealth LLC

  • $252 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Palmer Square Funds Trust
19.4K
New
N/A
19.4K $0
Strategic Trust
704
+ 1.1%
N/A
64.8K $0
Global X Fds
4.43K
New
N/A
4.43K $0
Liberty Global LTD
4.07K
+ 6.99%
N/A
62.3K $0
Blackrock ETF Trust
26.3K
+ 136.79%
N/A
45.6K $0
Linde PLC
18
+ 0.91%
N/A
2K $0
Blackrock ETF Trust Ii
1.43K
+ 6.88%
N/A
22.2K $0
Nushares ETF Tr
79.6K
New
N/A
79.6K $0
Jacobs Solutions Inc
1
+ 0.05%
N/A
2.02K $0
RSG
Republic Services, Inc.

Industrials
79
+ 7.4%
$225.33 - $246.01 $17.8K - $19.4K
1.15K $262K
GWW
W.W. Grainger, Inc.

Industrials
20
+ 8.0%
$932.44 - $1059.49 $18.6K - $21.2K
270 $257K
DOX
Amdocs LTD

Technology
248
+ 8.69%
$81.2 - $92.62 $20.1K - $23K
3.1K $254K
BSX
Boston Scientific Corp

Healthcare
190
+ 7.38%
$97.03 - $108.14 $18.4K - $20.5K
2.76K $269K
SYK
Stryker Corp

Healthcare
27
+ 3.18%
$368.57 - $403.53 $9.95K - $10.9K
877 $324K
CSL
Carlisle Companies Inc

Industrials
58
+ 8.11%
$327.52 - $435.11 $19K - $25.2K
773 $254K
NFLX
Netflix Inc

Communication Services
19
+ 7.42%
$1147.87 - $1297.18 $21.8K - $24.6K
275 $329K
ICE
Intercontinental Exchange, Inc.

Financial Services
61
+ 3.89%
$167.28 - $188.45 $10.2K - $11.5K
1.63K $274K
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 1.36%
$265.78 - $299.3 $8.5K - $9.58K
2.39K $650K
CI
Cigna Corp

Healthcare
68
+ 8.2%
$262.23 - $334.39 $17.8K - $22.7K
897 $258K
DEO
Diageo PLC

Consumer Defensive
148
+ 2.55%
$93.64 - $115.33 $13.9K - $17.1K
5.94K $567K
DRI
Darden Restaurants Inc

Consumer Cyclical
48
+ 3.82%
$184.73 - $220.27 $8.87K - $10.6K
1.3K $248K
FDS
Factset Research Systems Inc

Financial Services
209
+ 37.06%
$283.86 - $450.3 $59.3K - $94.1K
773 $221K
UL
Unilever PLC

Consumer Defensive
1.29K
+ 2.26%
$58.43 - $65.01 $75.5K - $84.1K
58.4K $3.46M
ET
Energy Transfer LP

Energy
32
+ 0.09%
$17.11 - $18.16 $548 - $581
34K $583K
NOW
Service Now, Inc.

Technology
21
+ 4.26%
$850.86 - $1044.69 $17.9K - $21.9K
514 $473K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
182
+ 3.39%
$196.15 - $217.83 $35.7K - $39.6K
5.56K $1.12M
DG
Dollar General Corp

Consumer Defensive
195
+ 2.11%
$101.86 - $116.32 $19.9K - $22.7K
9.45K $976K
DIS
Walt Disney CO

Communication Services
323
+ 2.18%
$112.25 - $124.0 $36.3K - $40.1K
15.1K $1.73M
ELV
Elevance Health, Inc.

Healthcare
3
+ 0.14%
$274.66 - $395.76 $824 - $1.19K
2.22K $716K
ACN
Accenture PLC

Technology
271
+ 3.71%
$232.56 - $304.78 $63K - $82.6K
7.57K $1.87M
Activity Summary
Buys All Purchases 131 New Holdings 17 Increased Positions 114 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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