FULLCIRCLE WEALTH LLC - Portfolio overview

FULLCIRCLE WEALTH LLC has 261 reported holdings in this dataset, with the latest filing dated 2025-11-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. UPS - UNITED PARCEL SERVICE INC, 2.95%
2. MSFT - MICROSOFT CORP, 2.92%
3. SNOW - SNOWFLAKE INC, 2.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.