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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	$7,959,262,130

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	11,601,822	$3,357,103,250	42.18%
2.	Ishares Trust	IEF	1,091,958	$817,756,191	10.27%
3.	Ishares Trust	IEF	5,453,892	$677,209,770	8.51%
4.	Spdr S & P 500 Etf Trust	SPY	826,346	$617,090,644	7.75%
5.	Ishares Trust	IEF	4,587,104	$353,711,604	4.44%