CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | C | 2K | $241.44K |
 | WWD | 2K | $590.08K |
 | ABT | 2K | $310.19K |
 | COST | 2K | $2.04M |
 | APH | 2K | $258.76K |
 | ARM | 2K | $290.90K |
 | HUM | 2K | $534.91K |
 | MCO | 2K | $968.68K |
 | PEP | 2K | $278.67K |
 | JCI | 2K | $217.15K |
 | SAP | 2K | $527.47K |
 | DE | 2K | $888.46K |
 | ASML | 2K | $1.81M |
 | AFL | 2K | $207.85K |
 | PNC | 2K | $361.64K |
 | XOM | 2K | $200.22K |
 | HON | 2K | $344.16K |
 | ACN | 2K | $398.26K |
 | CBRE | 2K | $251.15K |
 | AMGN | 2K | $443.14K |
Citigroup Inc.
C
Shares Held
2K
Value
$241.44K
Woodward, Inc.
WWD
Shares Held
2K
Value
$590.08K
Abbott Laboratories
ABT
Shares Held
2K
Value
$310.19K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$2.04M
Amphenol Corporation
APH
Shares Held
2K
Value
$258.76K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
2K
Value
$290.90K
Humana Inc.
HUM
Shares Held
2K
Value
$534.91K
Moody's Corporation
MCO
Shares Held
2K
Value
$968.68K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$278.67K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$217.15K
SAP SE
SAP
Shares Held
2K
Value
$527.47K
Deere & Company
DE
Shares Held
2K
Value
$888.46K
ASML Holding N.V.
ASML
Shares Held
2K
Value
$1.81M
Aflac Incorporated
AFL
Shares Held
2K
Value
$207.85K
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$361.64K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$200.22K
Honeywell International Inc.
HON
Shares Held
2K
Value
$344.16K
Accenture plc
ACN
Shares Held
2K
Value
$398.26K
CBRE Group, Inc.
CBRE
Shares Held
2K
Value
$251.15K
Amgen Inc.
AMGN
Shares Held
2K
Value
$443.14K