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Circle Wealth Management, LLC

13F
Circle Wealth Management, LLC
Last update 2025-05-14 217 Stocks (13 new)
Value $4.36 Bil Turnover 1 %
Countries:
Circle Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
6,569,821
1,459,354.3
0%
33.490
0%
0.040
+8.32%
-15.87%
3,138,913.2
Hardware
IWF
iShares Russell 1000 Growth ETF
1,288,458
465,249.2
-0.01%
10.680
0%
0.480
+26.38%
+7.64%
113,021.4
 
IVV
iShares Core S&P 500 ETF
734,631
412,789.3
+7.69%
9.470
+0.68%
0.070
+19.14%
+7.22%
631,078.0
 
SPY
SPDR S&P 500 ETF Trust
728,487
407,508.3
-2.99%
9.350
-0.28%
0.070
+19.10%
+7.14%
639,845.5
 
IJH
iShares Core S&P Mid-Cap ETF
4,251,767
248,090.6
-0.87%
5.690
-0.05%
0.280
+15.85%
+1.40%
96,235.0
 
IJR
iShares Core S&P Small-Cap ETF
2,101,139
219,716.1
-0.70%
5.040
-0.04%
0.290
+17.52%
-2.52%
81,112.1
 
IWD
iShares Russell 1000 Value ETF
607,633
114,332.2
0%
2.620
0%
0.180
+11.31%
+6.15%
62,304.2
 
VOO
Vanguard S&P 500 ETF
146,947
75,517.4
+0.63%
1.730
+0.01%
0.010
+19.10%
+7.18%
657,191.6
 
VTI
Vanguard Total Stock Market ETF
273,832
75,260.0
-3.05%
1.730
-0.05%
0.020
+19.36%
+6.72%
473,793.3
 
LLY
Eli Lilly and Co
85,817
70,877.1
0%
1.630
0%
0.010
+7.69%
+2.69%
709,031.6
Drug Manufacturers

Circle Wealth Management, LLC's Historical Top Holdings Breakdowns

Circle Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.68%
554.06 ($590.51) 615.85
$627.25
6.22%
Add 7.69%
734,631
52,438
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.28%
551.42 ($587.78) 612.93
$624.22
6.20%
Reduce -2.99%
728,487
-22,431
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Reduce
Reduce
-0.13%
21.23 ($22.75) 23.75
$24.09
5.89%
Reduce -8.89%
2,758,008
-269,205
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.12%
198.1 ($216.92) 229.79
$221.02
1.89%
Reduce -78.04%
7,579
-26,931
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.09%
222.15 ($333.26) 428.22
$321.67
-3.48%
Reduce -40.78%
14,753
-10,161
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.07%
375.39 ($407.71) 447.2
$505.62
24.01%
Reduce -6.74%
101,566
-7,341
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.05%
57.21 ($62.1) 65.8
$62.81
1.14%
Reduce -0.87%
4,251,767
-37,388
PLTR
Palantir Technologies Inc
2025-03-31
Reduce
Reduce
-0.05%
64.98 ($87.82) 124.62
$150.91
71.84%
Reduce -39.41%
48,932
-31,829
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.05%
271.18 ($290.53) 303.12
$307.26
5.76%
Reduce -3.05%
273,832
-8,604
BABA
Alibaba Group Holding Ltd
2025-03-31
Add
Add
+0.04%
80.53 ($115.31) 147.57
$115.73
0.36%
Add 145.87%
22,030
13,070

Circle Wealth Management, LLC Total Holding History ($B)

To

Circle Wealth Management, LLC's Asset Allocation

To

Circle Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Circle Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Circle Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Circle Wealth Management, LLC's Holdings Heat Map

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Circle Wealth Management, LLC's Holdings Bubble Chart

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