Circle-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
215
Total Value
3946575245
Accession Number
0001578242-25-000002
Form Type
13F-HR
Manager Name
Circle-Wealth-Management
Data Enrichment
87% identified
186 identified29 unidentified

Holdings

215 positions • $3.9B total value
Manager:
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Page 4 of 11
ServiceNow, Inc.
Shares:3.3K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.9B)
69374H857
Shares:66.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.9B)
81369Y209
Shares:16.2K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.9B)
922042874
Shares:32.6K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.9B)
COSTCO WHOLESALE CORP /NEW
Shares:2.4K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.9B)
Uber Technologies, Inc
Shares:30.3K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.9B)
UNITEDHEALTH GROUP INC
Shares:4.2K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.9B)
INTUIT INC.
Shares:3.5K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.9B)
921946406
Shares:15.7K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.9B)
46434G822
Shares:29.3K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$3.9B)
INTEL CORP
Shares:84.3K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$3.9B)
Palo Alto Networks Inc
Shares:11.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$3.9B)
81369Y605
Shares:37.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.9B)
Sea Ltd
Shares:13.7K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.9B)
ILLINOIS TOOL WORKS INC
Shares:7.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.9B)
Workday, Inc.
Shares:7.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$3.9B)
922908744
Shares:10.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.9B)
VEEVA SYSTEMS INC
Shares:7.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.9B)
Robinhood Markets, Inc.
Shares:40.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.9B)
HUBSPOT INC
Shares:3.0K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$3.9B)