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Home > Institutional Investor > Circle Wealth Management, Llc > Profile

Instuitional Investor - Circle Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Circle Wealth Management, Llc
Portfolio Value	$5,138,296,396

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	6,637,298	$1,690,055,069	32.89%
2.	Ishares Trust	IEF	1,287,223	$602,948,125	11.73%
3.	Ishares Trust	IEF	757,543	$507,023,738	9.87%
4.	Spdr S & P 500 Etf Trust	SPY	724,679	$482,766,542	9.4%
5.	Ishares Trust	IEF	4,242,363	$276,856,608	5.39%