Fund HoldingsFULLCIRCLE WEALTH LLC

Total Portfolio Value
$242.92M
Total Bought
$42.01M
Total Sold
$31.68M
Net Transaction
+$10.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR037,325+37,32504,1221.70%+4,122
SPDR SER TR
ST STR BLO 1 ETF
25,55269,683+44,1312,3396,3912.63%+4,051
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
030,232+30,23201,5310.63%+1,531
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
037,494+37,49401,3050.54%+1,305
PIMCO ETF TR
ENHAN SHRT MA AC
012,962+12,96201,3020.54%+1,302
VANGUARD WORLD FD
INDUSTRIAL ETF
04,367+4,36701,0690.44%+1,069
BONDBLOXX ETF TRUST
PRIVA CR CLO ETF
25,76443,173+17,4091,3102,1890.90%+879
BERKSHIRE HATHAWAY INC DEL12,30512,362+575,9126,5632.70%+651
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
101,035125,958+24,9232,7793,4251.41%+645
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
012,386+12,38605730.24%+573
EMERSON ELEC CO(EMR)05,121+5,12105350.22%+535
FRANCO NEV CORP(FNV)7,1298,964+1,8351,0261,5310.63%+505
ENERGY TRANSFER L P(ET)028,706+28,70604960.20%+496
UNILEVER PLC(UL)056,442+56,44203,5661.47%+3,566
HONEYWELL INTL INC(HON)5,4917,875+2,3841,1271,5800.65%+453
WORLD GOLD TR(GLDM)06,117+6,11704060.17%+406
ARES CAPITAL CORP(ARCC)019,071+19,07104050.17%+405
ISHARES TR075,641+75,64101,7680.73%+1,768
BERKSHIRE HATHAWAY INC DEL5503,6083,9891.64%+381
ISHARES INC
CORE MSCI EMKT
015,435+15,43508320.34%+832
ISHARES GOLD TR(IAU)05,734+5,73403630.15%+363
ISHARES TR
IBDS DEC28 ETF
014,281+14,28103610.15%+361
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
07,801+7,80103560.15%+356
ISHARES TR13,31928,942+15,6232926470.27%+356
ISHARES TR03,371+3,37103450.14%+345
ISHARES TR015,672+15,67203430.14%+343
ISHARES TR
HDG MSCI EAFE
09,160+9,16003280.14%+328
ISHARES TR8,73611,189+2,4531,7212,0420.84%+321
FIRST TR EXCH TRADED FD III0118,123+118,12302,0520.84%+2,052
DIAMONDBACK ENERGY INC(FANG)02,300+2,30003170.13%+317
UGI CORP NEW(UGI)09,690+9,69003170.13%+317
ISHARES TR37,06549,187+12,1229301,2380.51%+307
CACI INTL INC(CACI)0672+67203020.12%+302
PLAINS ALL AMERN PIPELINE L(PAA)015,665+15,66502870.12%+287
ISHARES TR03,523+3,52302760.11%+276
ISHARES TR013,813+13,81302730.11%+273
TOTALENERGIES SE(TTE)08,737+8,73705250.22%+525
LEIDOS HOLDINGS INC(LDOS)01,761+1,76102570.11%+257
INTUIT(INTU)0414+41402560.11%+256
CARLISLE COS INC(CSL)0670+67002530.10%+253
HUBBELL INC(HUBB)0704+70402520.10%+252
APPLIED MATLS INC01,664+1,66402510.10%+251
VERTIV HOLDINGS CO(VRT)02,900+2,90002500.10%+250
AON PLC(AON)0725+72502490.10%+249
EMCOR GROUP INC(EME)0605+60502480.10%+248
CURTISS WRIGHT CORP(CW)0715+71502420.10%+242
STERIS PLC(STE)01,042+1,04202350.10%+235
GRAINGER W W INC(GWW)0230+23002330.10%+233
ISHARES TR03,517+3,51709420.39%+942
NVENT ELECTRIC PLC(NVT)04,199+4,19902290.09%+229
AMDOCS LTD(DOX)02,637+2,63702290.09%+229
RESMED INC(RMD)0968+96802270.09%+227
FTI CONSULTING INC(FCN)01,390+1,39002260.09%+226
DOLLAR GEN CORP NEW(DG)8,6449,207+5636308510.35%+222
UNIFIED SER TR
ABSLUTE SELCT VL
035,997+35,99701,2150.50%+1,215
GRACO INC(GGG)02,696+2,69602190.09%+219
TEXAS ROADHOUSE INC(TXRH)01,290+1,29002150.09%+215
WATSCO INC(WSO)0470+47002140.09%+214
BECTON DICKINSON & CO(BDX)01,045+1,04502140.09%+214
ISHARES TR08,920+8,92002070.09%+207
BONDBLOXX ETF TRUST
BBB RATED 1 5 YE
30,94734,692+3,7451,5661,7710.73%+205
FRANKLIN ELEC INC(FELE)02,297+2,29702040.08%+204
MARVELL TECHNOLOGY INC(MRVL)03,450+3,45002030.08%+203
THOR INDS INC(THO)09,583+9,58307010.29%+701
NU HLDGS LTD(NU)013,863+13,86301680.07%+168
ISHARES TR01,375+1,37504160.17%+416
VODAFONE GROUP PLC NEW(VOD)090,825+90,82508690.36%+869
PETROLEO BRASILEIRO SA PETRO(PBR)012,400+12,40001430.06%+143
BLACKSTONE SECD LENDING FD(BXSL)22,90030,220+7,3207769020.37%+126
ARES MANAGEMENT CORPORATION(ARES)2,2583,529+1,2714165410.22%+125
SERVICENOW INC(NOW)0447+44704190.17%+419
VALE S A012,700+12,70001220.05%+122
LENNAR CORP(LEN)4,8236,601+1,7785977140.29%+117
GENERAL DYNAMICS CORP(GD)04,061+4,06101,1040.45%+1,104
HERSHEY CO(HSY)4,0334,678+6456497630.31%+114
ISHARES TR54,56459,142+4,5781,2441,3570.56%+113
SCHWAB STRATEGIC TR0114,881+114,88102,6611.10%+2,661
ISHARES TR
IBONDS DEC2026
015,675+15,67503800.16%+380
SIMILARWEB LTD014,140+14,14001060.04%+106
BONDBLOXX ETF TRUST
JP MOR USD 1 ETF
028,993+28,99301,2260.50%+1,226
ROBINHOOD MKTS INC(HOOD)10,20015,365+5,1656517520.31%+101
FEDEX CORP(FDX)2,3893,428+1,0396297250.30%+96
AMERICAN TOWER CORP NEW(AMT)04,837+4,83701,0220.42%+1,022
PHILIP MORRIS INTL INC(PM)07,782+7,78201,3160.54%+1,316
MICROSOFT CORP(MSFT)015,606+15,60606,1042.51%+6,104
AMPHENOL CORP NEW011,806+11,80608960.37%+896
BLACKROCK ETF TRUST II17,52119,224+1,7039181,0030.41%+85
EXXON MOBIL CORP09,876+9,87601,0730.44%+1,073
OPTEX SYS HLDGS INC013,484+13,4840830.03%+83
NOVO-NORDISK A S(NVO)026,038+26,03801,6310.67%+1,631
ELI LILLY & CO(LLY)1,1591,234+751,0101,0830.45%+72
TRAVELERS COMPANIES INC(TRV)03,870+3,87001,0120.42%+1,012
NUVEEN CR STRATEGIES INCOME
COM SHS
57,61875,568+17,9503223880.16%+66
SPDR GOLD TR(GLD)01,576+1,57604870.20%+487
ISHARES TR02,888+2,88802610.11%+261
BONDBLOXX ETF TRUST
USD HIGH YIE ETF
123,722129,121+5,3991,8661,9250.79%+58
ISHARES TR
IBONDS 27 ETF
013,382+13,38203240.13%+324
LIBERTY GLOBAL LTD(LBTYA)055,724+55,72406140.25%+614
THE CIGNA GROUP(CI)668760+922002540.10%+54
TJX COS INC NEW(TJX)09,411+9,41101,1960.49%+1,196
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