CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVS | 5K | $695.06K |
 | OKLO | 5K | $598.45K |
 | YUM | 5K | $813.99K |
 | LEN | 5K | $640.91K |
 | PM | 5K | $812.30K |
 | ROST | 5K | $753.42K |
 | BDX | 5K | $917.51K |
 | V | 5K | $1.65M |
 | TXN | 5K | $886.34K |
 | SBAC | 5K | $926.92K |
 | EL | 5K | $419.54K |
 | DDOG | 5K | $670.42K |
 | COIN | 5K | $1.54M |
 | TMO | 5K | $2.20M |
 | AON | 4K | $1.53M |
 | WFC | 4K | $340.94K |
 | DHR | 4K | $770.24K |
 | NOW | 4K | $3.50M |
 | COF | 4K | $807.19K |
 | FDX | 4K | $891.36K |
Novartis AG
NVS
Shares Held
5K
Value
$695.06K
Oklo Inc.
OKLO
Shares Held
5K
Value
$598.45K
Yum! Brands, Inc.
YUM
Shares Held
5K
Value
$813.99K
Lennar Corporation
LEN
Shares Held
5K
Value
$640.91K
Philip Morris International Inc.
PM
Shares Held
5K
Value
$812.30K
Ross Stores, Inc.
ROST
Shares Held
5K
Value
$753.42K
Becton, Dickinson and Company
BDX
Shares Held
5K
Value
$917.51K
Visa Inc.
V
Shares Held
5K
Value
$1.65M
Texas Instruments Incorporated
TXN
Shares Held
5K
Value
$886.34K
SBA Communications Corporation
SBAC
Shares Held
5K
Value
$926.92K
The Estée Lauder Companies Inc.
EL
Shares Held
5K
Value
$419.54K
Datadog, Inc.
DDOG
Shares Held
5K
Value
$670.42K
Coinbase Global, Inc.
COIN
Shares Held
5K
Value
$1.54M
Thermo Fisher Scientific Inc.
TMO
Shares Held
5K
Value
$2.20M
Aon plc
AON
Shares Held
4K
Value
$1.53M
Wells Fargo & Company
WFC
Shares Held
4K
Value
$340.94K
Danaher Corporation
DHR
Shares Held
4K
Value
$770.24K
ServiceNow, Inc.
NOW
Shares Held
4K
Value
$3.50M
Capital One Financial Corporation
COF
Shares Held
4K
Value
$807.19K
FedEx Corporation
FDX
Shares Held
4K
Value
$891.36K