CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 6.64M | $1.69B |
 | NKE | 556K | $38.77M |
 | SBUX | 298K | $25.19M |
 | AMZN | 283K | $62.16M |
 | MRK | 162K | $13.62M |
 | MSFT | 108K | $55.85M |
 | NVDA | 108K | $20.11M |
 | LLY | 86K | $65.54M |
 | GOOGL | 80K | $19.47M |
 | DRTSW | 80K | $27.60K |
 | GOOG | 76K | $18.63M |
 | JPM | 74K | $23.26M |
 | RTX | 68K | $11.43M |
 | CARR | 66K | $3.92M |
 | NU | 64K | $1.02M |
 | PLTR | 55K | $10.06M |
 | CGTX | 49K | $65.94K |
 | CMCSA | 41K | $1.29M |
 | HOOD | 40K | $5.79M |
 | OTIS | 33K | $3.00M |
Apple Inc.
AAPL
Shares Held
6.64M
Value
$1.69B
NIKE, Inc.
NKE
Shares Held
556K
Value
$38.77M
Starbucks Corporation
SBUX
Shares Held
298K
Value
$25.19M
Amazon.com, Inc.
AMZN
Shares Held
283K
Value
$62.16M
Merck & Co., Inc.
MRK
Shares Held
162K
Value
$13.62M
Microsoft Corporation
MSFT
Shares Held
108K
Value
$55.85M
NVIDIA Corporation
NVDA
Shares Held
108K
Value
$20.11M
Eli Lilly and Company
LLY
Shares Held
86K
Value
$65.54M
Alphabet Inc.
GOOGL
Shares Held
80K
Value
$19.47M
Alpha Tau Medical Ltd.
DRTSW
Shares Held
80K
Value
$27.60K
Alphabet Inc.
GOOG
Shares Held
76K
Value
$18.63M
JPMorgan Chase & Co.
JPM
Shares Held
74K
Value
$23.26M
RTX Corporation
RTX
Shares Held
68K
Value
$11.43M
Carrier Global Corporation
CARR
Shares Held
66K
Value
$3.92M
Nu Holdings Ltd.
NU
Shares Held
64K
Value
$1.02M
Palantir Technologies Inc.
PLTR
Shares Held
55K
Value
$10.06M
Cognition Therapeutics, Inc.
CGTX
Shares Held
49K
Value
$65.94K
Comcast Corporation
CMCSA
Shares Held
41K
Value
$1.29M
Robinhood Markets, Inc.
HOOD
Shares Held
40K
Value
$5.79M
Otis Worldwide Corporation
OTIS
Shares Held
33K
Value
$3.00M