CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTWO | 17K | $4.26M |
 | ZM | 16K | $1.33M |
 | CRWD | 16K | $7.80M |
 | SE | 15K | $2.73M |
 | VICR | 14K | $704.68K |
 | BABA | 14K | $2.51M |
 | META | 14K | $10.09M |
 | LMND | 12K | $665.54K |
 | CIEN | 12K | $1.79M |
 | FCX | 12K | $479.31K |
 | COP | 12K | $1.15M |
 | TWLO | 12K | $1.20M |
 | PANW | 11K | $2.27M |
 | CSCO | 11K | $757.43K |
 | AMD | 11K | $1.79M |
 | JNJ | 11K | $1.97M |
 | WBS | 10K | $610.45K |
 | SCHW | 10K | $971.79K |
 | AA | 9K | $287.66K |
 | TTAN | 9K | $878.93K |
Take-Two Interactive Software, Inc.
TTWO
Shares Held
17K
Value
$4.26M
Zoom Communications, Inc.
ZM
Shares Held
16K
Value
$1.33M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
16K
Value
$7.80M
Sea Limited
SE
Shares Held
15K
Value
$2.73M
Vicor Corporation
VICR
Shares Held
14K
Value
$704.68K
Alibaba Group Holding Limited
BABA
Shares Held
14K
Value
$2.51M
Meta Platforms, Inc.
META
Shares Held
14K
Value
$10.09M
Lemonade, Inc.
LMND
Shares Held
12K
Value
$665.54K
Ciena Corporation
CIEN
Shares Held
12K
Value
$1.79M
Freeport-McMoRan Inc.
FCX
Shares Held
12K
Value
$479.31K
ConocoPhillips
COP
Shares Held
12K
Value
$1.15M
Twilio Inc.
TWLO
Shares Held
12K
Value
$1.20M
Palo Alto Networks, Inc.
PANW
Shares Held
11K
Value
$2.27M
Cisco Systems, Inc.
CSCO
Shares Held
11K
Value
$757.43K
Advanced Micro Devices, Inc.
AMD
Shares Held
11K
Value
$1.79M
Johnson & Johnson
JNJ
Shares Held
11K
Value
$1.97M
Webster Financial Corporation
WBS
Shares Held
10K
Value
$610.45K
The Charles Schwab Corporation
SCHW
Shares Held
10K
Value
$971.79K
Alcoa Corporation
AA
Shares Held
9K
Value
$287.66K
ServiceTitan, Inc.
TTAN
Shares Held
9K
Value
$878.93K