CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MPC | 2K | $299.13K |
 | SPGI | 2K | $754.40K |
 | RJF | 1K | $255.10K |
 | CVX | 1K | $215.23K |
 | PTC | 1K | $266.36K |
 | HLT | 1K | $330.79K |
 | DASH | 1K | $335.09K |
 | REGN | 1K | $686.53K |
 | ADBE | 1K | $430.00K |
 | BX | 1K | $200.24K |
 | SYK | 1K | $430.30K |
 | ETN | 1K | $386.98K |
 | WM | 978 | $215.93K |
 | ECL | 971 | $265.96K |
 | MLM | 927 | $584.27K |
 | ELV | 922 | $297.92K |
 | MELI | 835 | $1.95M |
 | TDG | 716 | $943.70K |
 | LHX | 657 | $200.65K |
 | RACE | 574 | $278.52K |
Marathon Petroleum Corporation
MPC
Shares Held
2K
Value
$299.13K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$754.40K
Raymond James Financial, Inc.
RJF
Shares Held
1K
Value
$255.10K
Chevron Corporation
CVX
Shares Held
1K
Value
$215.23K
PTC Inc.
PTC
Shares Held
1K
Value
$266.36K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
1K
Value
$330.79K
DoorDash, Inc.
DASH
Shares Held
1K
Value
$335.09K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
1K
Value
$686.53K
Adobe Inc.
ADBE
Shares Held
1K
Value
$430.00K
Blackstone Inc.
BX
Shares Held
1K
Value
$200.24K
Stryker Corporation
SYK
Shares Held
1K
Value
$430.30K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$386.98K
Waste Management, Inc.
WM
Shares Held
978
Value
$215.93K
Ecolab Inc.
ECL
Shares Held
971
Value
$265.96K
Martin Marietta Materials, Inc.
MLM
Shares Held
927
Value
$584.27K
Elevance Health Inc.
ELV
Shares Held
922
Value
$297.92K
MercadoLibre, Inc.
MELI
Shares Held
835
Value
$1.95M
TransDigm Group Incorporated
TDG
Shares Held
716
Value
$943.70K
L3Harris Technologies, Inc.
LHX
Shares Held
657
Value
$200.65K
Ferrari N.V.
RACE
Shares Held
574
Value
$278.52K