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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	$6,493,434,427

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	9,416,666	$2,560,014,864	39.42%
2.	Ishares Trust	IEF	1,363,473	$645,331,771	9.94%
3.	Ishares Trust	IEF	864,965	$592,449,340	9.12%
4.	Spdr S & P 500 Etf Trust	SPY	828,824	$565,191,359	8.7%
5.	Ishares Trust	IEF	4,614,881	$304,582,127	4.69%