Circle Wealth Management, LLC Purchases in Q3 2025

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
3
+ 0.02%
$44.92 - $52.42 $135 - $157
19.4K $999K
FDX
Fedex Corp

Industrials
152
+ 4.19%
$217.1 - $243.2 $33K - $37K
3.78K $891K
AMZN
Amazon Com Inc

Consumer Cyclical
73
+ 0.03%
$211.65 - $238.24 $15.5K - $17.4K
283K $62.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
232
+ 22.24%
$259.44 - $278.65 $60.2K - $64.6K
1.28K $330K
PEP
Pepsico Inc

Consumer Defensive
265
+ 15.42%
$133.81 - $152.16 $35.5K - $40.3K
1.98K $278K
YUM
Yum Brands Inc

Consumer Cyclical
208
+ 4.04%
$139.5 - $153.94 $29K - $32K
5.36K $813K
AMGN
Amgen Inc

Healthcare
112
+ 7.68%
$271.18 - $309.22 $30.4K - $34.6K
1.57K $443K
DASH
Door Dash, Inc.

Communication Services
19
+ 1.57%
$234.5 - $272.5 $4.46K - $5.18K
1.23K $335K
AON
Aon PLC

Financial Services
92
+ 2.2%
$350.91 - $375.27 $32.3K - $34.5K
4.28K $1.53M
TMUS
T Mobile Us, Inc.

Communication Services
113
+ 3.31%
$226.02 - $259.01 $25.5K - $29.3K
3.52K $843K
FCX
Freeport Mcmoran Inc

Basic Materials
1.46K
+ 13.53%
$35.34 - $47.21 $51.5K - $68.7K
12.2K $479K
DIS
Walt Disney CO

Communication Services
430
+ 8.48%
$112.25 - $124.0 $48.3K - $53.3K
5.5K $629K
Ishares Bitcoin Trust ETF
172
+ 0.75%
N/A
23K $0
Arm Holdings PLC
2.06K
New
N/A
2.06K $0
J P Morgan Exchange Traded F
6.28K
+ 88.9%
N/A
13.3K $0
Reddit Inc
6.96K
New
N/A
6.96K $0
Figma Inc
7.25K
New
N/A
7.25K $0
Grayscale Ethereum Mini Tr E
6.96K
New
N/A
6.96K $0
Servicetitan Inc
4.69K
+ 116.2%
N/A
8.72K $0
Canadian Pacific Kansas City
2.22K
+ 14.22%
N/A
17.8K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.73K
+ 41.28%
$38.58 - $58.24 $260K - $392K
23K $903K
SAP
Sap Se

Technology
173
+ 9.61%
$252.42 - $311.93 $43.7K - $54K
1.97K $527K
ELV
Elevance Health, Inc.

Healthcare
52
+ 5.98%
$274.66 - $395.76 $14.3K - $20.6K
922 $297K
MELI
Mercadolibre Inc

Consumer Cyclical
56
+ 7.19%
$2292.04 - $2514.05 $128K - $141K
835 $1.95M
TDG
Trans Digm Group Inc

Industrials
29
+ 4.22%
$1271.04 - $1620.83 $36.9K - $47K
716 $943K
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 1.76%
$915.95 - $994.57 $34.8K - $37.8K
2.2K $2.04M
NOW
Service Now, Inc.

Technology
293
+ 8.34%
$850.86 - $1044.69 $249K - $306K
3.81K $3.5M
ISRG
Intuitive Surgical Inc

Healthcare
207
+ 9.42%
$433.66 - $544.47 $89.8K - $113K
2.41K $1.08M
CRWD
Crowd Strike Holdings, Inc.

Technology
195
+ 1.24%
$412.46 - $514.1 $80.4K - $100K
15.9K $7.8M
OTIS
Otis Worldwide Corp

Industrials
341
+ 1.05%
$84.93 - $101.07 $29K - $34.5K
32.9K $3M
NKE
Nike, Inc.

Consumer Cyclical
491
+ 0.09%
$69.24 - $79.24 $34K - $38.9K
556K $38.8M
CARR
Carrier Global Corp

Industrials
769
+ 1.18%
$58.75 - $80.73 $45.2K - $62.1K
65.7K $3.92M
LLY
Eli Lilly & CO

Healthcare
31
+ 0.04%
$625.65 - $812.69 $19.4K - $25.2K
85.9K $65.5M
SBUX
Starbucks Corp

Consumer Cyclical
4.04K
+ 1.38%
$81.9 - $96.86 $331K - $392K
298K $25.2M
Activity Summary
Buys All Purchases 135 New Holdings 27 Increased Positions 108 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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