Instuitional Investor - Fullcircle Wealth Llc

Fund Profile
Filing Period:
Fund Name: Fullcircle Wealth Llc
Portfolio Value $260,138,056
Filing Period:
No. Security Ticker Shares Value % Port
1. UPS 88,923 $8,633,534 3.55%
2. BRK.A 12,362 $6,563,454 2.7%
3.
Spdr Ser Tr
69,683 $6,390,628 2.63%
4. SNOW 39,135 $6,220,900 2.56%
5. MSFT 15,606 $6,104,431 2.51%