Stock Taper

FULLCIRCLE WEALTH LLC

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Berkshire Hathaway Inc.BRK-B12.54K$6.12M
Chevron CorporationCVX12.72K$1.95M
Optex Systems Holdings, IncOPXS12.8K$214.27K
Abbott LaboratoriesABT12.91K$1.62M
Nu Holdings Ltd.NU13.1K$206.98K
Johnson & JohnsonJNJ13.17K$2.46M
SoFi Technologies, Inc.SOFI13.4K$393.56K
General Motors CompanyGM13.58K$908.36K
Vale S.A.VALE13.8K$164.77K
Similarweb Ltd.SMWB15K$124.5K
The Walt Disney CompanyDIS15.14K$1.69M
Amcor plcAMCR15.5K$121.99K
ONEOK, Inc.OKE15.78K$1.01M
Microsoft CorporationMSFT16.04K$8.25M
Texas Instruments IncorporatedTXN16.15K$2.57M
NextEra Energy, Inc.NEE16.16K$1.32M
Walmart Inc.WMT16.74K$1.71M
Smurfit Westrock plcSW16.96K$616K
FS Credit Opportunities Corp.FSCO17.11K$108.13K
Starbucks CorporationSBUX18.09K$1.44M