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

Instuitional Investor - Circle Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Circle Wealth Management, Llc
Portfolio Value $4,721,370,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 6,569,692 $1,645,182,239 34.84%
2.
Ishares Trust
 IEF 1,288,557 $517,458,699 10.95%
3.
Spdr S & P 500 Etf Trust
 SPY 750,918 $440,097,884 9.32%
4.
Ishares Trust
 IEF 682,193 $401,593,495 8.5%
5.
Ishares Trust
 IEF 4,289,155 $267,257,248 5.66%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)