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 $244,448,295
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
United Parcel Service Inc
 UPS 99,472 $11,502,942 4.7%
2.
Snowflake Inc.
 SNOW 39,065 $7,526,263 3.07%
3.
Ishares Tr
 85,687 $6,826,683 2.79%
4.
Apple Inc.
 AAPL 25,950 $6,267,706 2.56%
5.
Microsoft Corp
 MSFT 14,640 $6,010,293 2.45%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)