Circle Wealth Management, LLC Incresed Positions in Q3 2025

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMND
Lemonade, Inc.

Financial Services
3.76K
+ 43.42%
$36.28 - $60.96 $137K - $229K
12.4K $665K
XLP
Consumer Staples Sector Spdr

ETFs
3.54K
+ 4.23%
N/A
87.2K $6.63M
MCO
Moodys Corp

Financial Services
622
+ 44.08%
$472.69 - $521.32 $294K - $324K
2.03K $968K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
331
+ 37.19%
$534.91 - $598.71 $177K - $198K
1.22K $686K
DE
Deere & CO

Industrials
611
+ 45.87%
$457.26 - $524.37 $279K - $320K
1.94K $888K
WRBY
Warby Parker Inc.

Healthcare
4.15K
+ 30.91%
$21.37 - $28.56 $88.7K - $119K
17.6K $484K
DAL
Delta Air Lines, Inc.

Industrials
894
+ 4.96%
$49.0 - $61.97 $43.8K - $55.4K
18.9K $1.07M
SNOW
Snowflake Inc.

Technology
679
+ 3.54%
$191.73 - $241.0 $130K - $164K
19.8K $4.48M
ITW
Illinois Tool Works Inc

Industrials
325
+ 4.57%
$252.31 - $269.41 $82K - $87.6K
7.44K $1.94M
XLY
Select Sector Spdr Consumer Di

ETFs
463
+ 15.98%
$216.09 - $242.18 $100K - $112K
3.36K $805K
CSCO
Cisco Systems, Inc.

Technology
2.5K
+ 29.1%
$66.2 - $71.79 $165K - $179K
11.1K $757K
ZM
Zoom Video Communications, Inc.

Technology
1.13K
+ 7.53%
$69.77 - $86.83 $78.8K - $98K
16.1K $1.33M
XLC
Select Sector Spdr Tr Communic

ETFs
955
+ 22.83%
$105.99 - $119.41 $101K - $114K
5.14K $608K
ROST
Ross Stores, Inc.

Consumer Cyclical
224
+ 4.75%
$127.59 - $152.81 $28.6K - $34.2K
4.94K $753K
HON
Honeywell International Inc

Industrials
750
+ 84.75%
$207.7 - $240.4 $156K - $180K
1.64K $344K
MA
Mastercard Inc

Financial Services
152
+ 2.13%
$550.18 - $598.96 $83.6K - $91K
7.3K $4.15M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.85K
+ 11.81%
$43.79 - $47.63 $344K - $374K
74.3K $3.29M
IYW
Ishares Dj Us Tech ETF

ETFs
400
+ 24.49%
$171.38 - $197.01 $68.6K - $78.8K
2.03K $398K
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 1.0%
$357.4 - $423.42 $9.29K - $11K
2.63K $1.07M
SPGI
S&P Global Inc.

Financial Services
328
+ 26.84%
$484.94 - $564.15 $159K - $185K
1.55K $754K
LEN
Lennar Corp

Consumer Cyclical
280
+ 5.83%
$107.73 - $142.4 $30.2K - $39.9K
5.09K $640K
NVS
Novartis Ag

Healthcare
554
+ 11.39%
$113.5 - $129.73 $62.9K - $71.9K
5.42K $695K
ENTG
Entegris Inc

Technology
303
+ 4.98%
$72.03 - $95.97 $21.8K - $29.1K
6.38K $590K
XLE
Energy Sector Spdr

ETFs
818
+ 19.52%
$84.25 - $91.99 $68.9K - $75.2K
5.01K $447K
SCHW
Schwab Charles Corp

Financial Services
460
+ 4.73%
$91.03 - $98.69 $41.9K - $45.4K
10.2K $971K
APD
Air Products & Chemicals, Inc.

Basic Materials
395
+ 14.05%
$265.78 - $299.3 $105K - $118K
3.21K $874K
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
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$185.88 - $207.44 $186 - $207
1.8K $361K
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
Servicetitan Inc
4.69K
+ 116.2%
N/A
8.72K $0
J P Morgan Exchange Traded F
6.28K
+ 88.9%
N/A
13.3K $0
Canadian Pacific Kansas City
2.22K
+ 14.22%
N/A
17.8K $0
Ishares Bitcoin Trust ETF
172
+ 0.75%
N/A
23K $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
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
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email