FULLCIRCLE WEALTH LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$220M
Signature - Title
Kerri Hicken - CCO Delegate
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by FULLCIRCLE WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FULLCIRCLE WEALTH LLC reported 187 stock holdings with total value $220M as of Q3 2024. Top holdings included UPS, HYG, AAPL, MSFT, and GBIL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 187 $220M +$21.4M -$13.6M +$7.82M UPS, HYG, AAPL, MSFT, GBIL 13F-HR 10/29/2024, 10:18 AM
Q2 2024 167 $202M $0 $0 UPS, HYG, MSFT, AAPL, BRKB 13F-HR 7/25/2024, 10:33 AM