CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PYPL | 4K | $251.47K |
 | CAT | 4K | $1.73M |
 | TMUS | 4K | $843.10K |
 | INTU | 4K | $2.39M |
 | RBLX | 3K | $484.40K |
 | RCL | 3K | $1.09M |
 | BYD | 3K | $289.61K |
 | CDNS | 3K | $1.15M |
 | APD | 3K | $874.34K |
 | NET | 3K | $685.83K |
 | MS | 3K | $477.18K |
 | SPOT | 3K | $2.01M |
 | MCD | 3K | $835.81K |
 | WAB | 3K | $547.68K |
 | GLW | 3K | $222.38K |
 | HUBS | 3K | $1.25M |
 | CVS | 3K | $200.09K |
 | HD | 3K | $1.07M |
 | ISRG | 2K | $1.08M |
 | APP | 2K | $1.71M |
PayPal Holdings, Inc.
PYPL
Shares Held
4K
Value
$251.47K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.73M
T-Mobile US, Inc.
TMUS
Shares Held
4K
Value
$843.10K
Intuit Inc.
INTU
Shares Held
4K
Value
$2.39M
Roblox Corporation
RBLX
Shares Held
3K
Value
$484.40K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
3K
Value
$1.09M
Boyd Gaming Corporation
BYD
Shares Held
3K
Value
$289.61K
Cadence Design Systems, Inc.
CDNS
Shares Held
3K
Value
$1.15M
Air Products and Chemicals, Inc.
APD
Shares Held
3K
Value
$874.34K
Cloudflare, Inc.
NET
Shares Held
3K
Value
$685.83K
Morgan Stanley
MS
Shares Held
3K
Value
$477.18K
Spotify Technology S.A.
SPOT
Shares Held
3K
Value
$2.01M
McDonald's Corporation
MCD
Shares Held
3K
Value
$835.81K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
3K
Value
$547.68K
Corning Incorporated
GLW
Shares Held
3K
Value
$222.38K
HubSpot, Inc.
HUBS
Shares Held
3K
Value
$1.25M
CVS Health Corporation
CVS
Shares Held
3K
Value
$200.09K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.07M
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$1.08M
AppLovin Corporation
APP
Shares Held
2K
Value
$1.71M