Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Fullcircle Wealth Llc > Profile

Instuitional Investor - Fullcircle Wealth Llc

Fund Profile
Filing Period:
Fund Name: Fullcircle Wealth Llc
Portfolio Value $268,088,306
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 15,949 $8,542,906 3.19%
2.
United Parcel Service Inc
 UPS 92,182 $7,837,314 2.92%
3.
Ishares Tr - IBOXX HI YD ETF
 86,556 $6,946,119 2.59%
4.
Snowflake Inc.
 SNOW 29,802 $6,213,121 2.32%
5.
Berkshire Hathaway Inc
 BRK.A 12,434 $5,708,551 2.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)