Fullcircle Wealth LLC New Holdings in Q4 2024

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$664750.0 - $724132.5 $3.32M - $3.62M
5 $3.61B
Bondbloxx ETF Trust
25.8K
New
N/A
25.8K $1.31B
Profesionally Managed Portfo
33.8K
New
N/A
33.8K $1.03B
LLY
Eli Lilly & CO

Healthcare
1.16K
New
$727.2 - $932.06 $843K - $1.08M
1.16K $1.01B
Ge Healthcare Technologies I
8.9K
New
N/A
8.9K $832M
Smurfit Westrock PLC
12.5K
New
N/A
12.5K $681M
DG
Dollar General Corp

Consumer Defensive
8.64K
New
$73.27 - $84.47 $633K - $730K
8.64K $630M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.22K
New
$201.32 - $217.44 $447K - $483K
2.22K $506M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.2K
New
$89.97 - $98.59 $378K - $414K
4.2K $434M
ARES
Ares Management Corp

Financial Services
2.26K
New
$153.38 - $183.7 $346K - $415K
2.26K $416M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
11.8K
New
$28.25 - $28.72 $333K - $338K
11.8K $335M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
57.6K
New
$5.64 - $5.93 $325K - $342K
57.6K $322M
Tidal Trust Iii
12.5K
New
N/A
12.5K $317M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.3K
New
$21.81 - $22.48 $290K - $299K
13.3K $292M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
512
New
$521.84 - $558.82 $267K - $286K
512 $287M
SYK
Stryker Corp

Healthcare
669
New
$345.14 - $392.15 $231K - $262K
669 $260M
INOD
Innodata Inc

Technology
4.9K
New
$15.45 - $46.23 $75.8K - $227K
4.9K $256M
BSX
Boston Scientific Corp

Healthcare
2.31K
New
$83.62 - $91.5 $193K - $212K
2.31K $246M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.25K
New
$35.32 - $44.84 $185K - $235K
5.25K $244M
QQQ
Invesco Qqq Trust, Series 1

ETFs
454
New
$481.22 - $538.17 $218K - $244K
454 $243M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.67K
New
$69.93 - $77.36 $187K - $206K
2.67K $236M
EEM
Ishares Msci Emerging Markets

ETFs
5.33K
New
$41.82 - $47.36 $223K - $252K
5.33K $235M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.32K
New
$148.29 - $166.93 $196K - $221K
1.32K $223M
AJG
Arthur J. Gallagher & Co.

Financial Services
674
New
$278.49 - $315.16 $188K - $212K
674 $221M
VUG
Vanguard Growth ETF

ETFs
515
New
$378.79 - $428.11 $195K - $220K
515 $220M
TDY
Teledyne Technologies Inc

Technology
440
New
$436.59 - $489.24 $192K - $215K
440 $220M
ADP
Automatic Data Processing Inc

Industrials
704
New
$280.08 - $307.97 $197K - $217K
704 $218M
BR
Broadridge Financial Solutions, Inc.

Technology
897
New
$209.64 - $236.44 $188K - $212K
897 $218M
Rb Global Inc
2.26K
New
N/A
2.26K $217M
PH
Parker Hannifin Corp

Industrials
311
New
$621.74 - $709.46 $193K - $221K
311 $216M
RSG
Republic Services, Inc.

Industrials
960
New
$198.0 - $218.75 $190K - $210K
960 $216M
APD
Air Products & Chemicals, Inc.

Basic Materials
682
New
$285.5 - $335.62 $195K - $229K
682 $215M
SAIA
Saia Inc

Industrials
441
New
$411.44 - $569.08 $181K - $251K
441 $213M
ROP
Roper Technologies Inc

Industrials
369
New
$519.85 - $575.95 $192K - $213K
369 $212M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.09K
New
$155.96 - $188.66 $170K - $206K
1.09K $211M
NSC
Norfolk Southern Corp

Industrials
819
New
$230.6 - $277.0 $189K - $227K
819 $211M
ALC
Alcon Inc

Healthcare
2.31K
New
$83.87 - $99.15 $194K - $229K
2.31K $209M
IR
Ingersoll Rand Inc.

Industrials
2.25K
New
$90.46 - $105.35 $204K - $237K
2.25K $209M
ITT
Itt Inc.

Industrials
1.4K
New
$140.12 - $159.62 $196K - $224K
1.4K $207M
BRO
Brown & Brown, Inc.

Financial Services
1.87K
New
$100.93 - $113.42 $188K - $212K
1.87K $207M
AME
Ametek Inc

Industrials
1.12K
New
$165.89 - $197.38 $185K - $220K
1.12K $206M
PRI
Primerica, Inc.

Financial Services
725
New
$265.71 - $304.93 $193K - $221K
725 $206M
Jacobs Solutions Inc
1.57K
New
N/A
1.57K $204M
TSCO
Tractor Supply CO

Consumer Cyclical
3.55K
New
$52.59 - $303.74 $187K - $1.08M
3.55K $202M
FDS
Factset Research Systems Inc

Financial Services
436
New
$449.69 - $495.72 $196K - $216K
436 $200M
CI
Cigna Corp

Healthcare
668
New
$265.59 - $358.58 $177K - $240K
668 $200M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
16.2K
New
$5.7 - $8.27 $92.1K - $134K
16.2K $137M
SKYH
Sky Harbour Group Corp

Industrials
11.7K
New
$10.64 - $13.72 $125K - $161K
11.7K $131M
Lithium Amers Corp New
20.2K
New
N/A
20.2K $63.3M
Activity Summary
Buys All Purchases 135 New Holdings 53 Increased Positions 82 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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