Circle Wealth Management, LLC's portfolio and holdings - May 2025

As per corporate shareholdings filed for Apr-2025, people matching Circle Wealth Management, LLC publicly holds 156 stocks with a net worth of over US$ 1.9 B.

These are shares held by Circle Wealth Management, LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.

Month Ending
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Stock Name Holders Name Current Price US$ Quantity Held Holding Percent Change from Previous Qtr Holding Value US$ History
Seagen Inc Circle Wealth Management, Llc 228.88 2,200 0.00% 0.00 503.5 K
Alcoa Corp Circle Wealth Management, Llc 28.80 8,746 0.00% 0.00 251.9 K
Apple Inc Circle Wealth Management, Llc 195.75 6,569,821 0.04% 0.00 1.3 B
Abbott Laboratories Circle Wealth Management, Llc 132.83 2,316 0.00% 0.00 307.6 K
Accenture plc - Ordinary Shares - Class A Circle Wealth Management, Llc 312.84 2,035 0.00% 0.00 636.6 K
Analog Devices Inc. Circle Wealth Management, Llc 228.66 3,461 0.00% 0.00 791.4 K
Aercap Holdings N.V. Circle Wealth Management, Llc 115.28 7,138 0.00% 0.00 822.9 K
Allegro Microsystems Inc. Circle Wealth Management, Llc 30.95 18,208 0.01% 0.00 563.5 K
Advanced Micro Devices Inc. Circle Wealth Management, Llc 127.09 4,239 0.00% 0.00 538.7 K
AMGEN Inc. Circle Wealth Management, Llc 291.70 1,308 0.00% 0.00 381.5 K
Amazon.com Inc. Circle Wealth Management, Llc 215.20 286,548 0.00% 0.00 61.7 M
Arista Networks Inc Circle Wealth Management, Llc 90.77 35,594 0.00% 0.00 3.2 M
Aon plc. - Ordinary Shares - Class A Circle Wealth Management, Llc 350.04 2,469 0.00% 0.00 864.2 K
Air Products & Chemicals Inc. Circle Wealth Management, Llc 277.61 2,978 0.00% 0.00 826.7 K
Applovin Corp - Ordinary Shares - Class A Circle Wealth Management, Llc 361.31 801 0.00% 0.00 289.4 K
ASML Holding NV - New York Shares Circle Wealth Management, Llc 760.86 480 0.00% 0.00 365.2 K
Broadcom Inc Circle Wealth Management, Llc 250.35 15,779 0.00% 0.00 4.0 M
Alibaba Group Holding Ltd - ADR Circle Wealth Management, Llc 115.27 22,030 0.00% 0.00 2.5 M
Bank Of America Corp. Circle Wealth Management, Llc 44.19 19,294 0.00% 0.00 852.6 K
Becton, Dickinson And Co. Circle Wealth Management, Llc 171.28 3,352 0.00% 0.00 574.1 K
Booking Holdings Inc Circle Wealth Management, Llc 5297.99 343 0.00% 0.00 1.8 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 726204.95 32 0.00% 0.00 23.2 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Circle Wealth Management, Llc 483.72 17,206 0.00% 0.00 8.3 M
Carrier Global Corp Circle Wealth Management, Llc 69.62 64,976 0.01% 0.00 4.5 M
Caterpillar Inc. Circle Wealth Management, Llc 359.09 3,641 0.00% 0.00 1.3 M
CBRE Group Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 132.01 1,622 0.00% 0.00 214.1 K
Cadence Design Systems, Inc. Circle Wealth Management, Llc 299.52 1,712 0.00% 0.00 512.8 K
Confluent Inc - Ordinary Shares Class A Circle Wealth Management, Llc 24.10 40,417 0.01% 0.00 974.1 K
Cognition Therapeutics Inc Circle Wealth Management, Llc 0.29 48,842 0.08% 0.00 14.2 K
Charter Communications Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 373.62 1,964 0.00% 0.00 733.8 K
CIENA Corp. Circle Wealth Management, Llc 73.14 11,276 0.01% 0.00 824.7 K
Comcast Corp - Ordinary Shares - Class A Circle Wealth Management, Llc 34.52 41,422 0.00% 0.00 1.4 M
Chipotle Mexican Grill Circle Wealth Management, Llc 51.19 16,225 0.00% 0.00 830.6 K
Capital One Financial Corp. Circle Wealth Management, Llc 193.78 2,778 0.00% 0.00 538.3 K
Coinbase Global Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 249.71 1,420 0.00% 0.00 354.6 K
Conoco Phillips Circle Wealth Management, Llc 96.05 11,700 0.00% 0.00 1.1 M
Costco Wholesale Corp Circle Wealth Management, Llc 978.51 2,403 0.00% 0.00 2.4 M
Canadian Pacific Railway Ltd Circle Wealth Management, Llc 80.11 12,695 0.00% 0.00 1.0 M
Credo Technology Group Holding Ltd Circle Wealth Management, Llc 78.87 13,687 0.01% -0.02 1.1 M
Crowdstrike Holdings Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 489.36 15,378 0.01% 0.00 7.5 M
Cisco Systems, Inc. Circle Wealth Management, Llc 65.08 7,491 0.00% 0.00 487.5 K
Delta Air Lines, Inc. Circle Wealth Management, Llc 47.51 14,412 0.00% 0.00 684.7 K
Datadog Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 124.89 7,906 0.00% 0.00 987.4 K
Deere & Co. Circle Wealth Management, Llc 521.81 923 0.00% 0.00 481.6 K
Walt Disney Co (The) Circle Wealth Management, Llc 117.98 3,857 0.00% 0.00 455.0 K
Estee Lauder Cos., Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 74.39 5,072 0.00% NEW 377.3 K
Elevance Health Inc Circle Wealth Management, Llc 375.43 871 0.00% NEW 327 K
Elastic N.V Circle Wealth Management, Llc 83.42 10,291 0.01% 0.00 858.5 K
Eaton Corporation plc Circle Wealth Management, Llc 331.02 1,047 0.00% 0.00 346.6 K
Freeport-McMoRan Inc Circle Wealth Management, Llc 41.33 10,726 0.00% 0.00 443.3 K
Fedex Corp Circle Wealth Management, Llc 223.87 3,836 0.00% 0.00 858.8 K
Blackrock Floating Rate Income Strategies Fund Inc Circle Wealth Management, Llc 12.84 54,072 0.15% 0.00 694.3 K
General Electric Co. Circle Wealth Management, Llc 235.81 1,351 0.00% 0.00 318.6 K
GE Vernova Inc. Circle Wealth Management, Llc 484.42 989 0.00% 0.00 479.1 K
Alphabet Inc - Ordinary Shares - Class C Circle Wealth Management, Llc 177.45 74,177 0.00% 0.00 13.2 M
Alphabet Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 176.15 82,614 0.00% 0.00 14.6 M
Goldman Sachs Group, Inc. Circle Wealth Management, Llc 624.98 22,927 0.01% 0.00 14.3 M
Gitlab Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 41.96 22,703 0.01% 0.00 952.6 K
Guidewire Software Inc Circle Wealth Management, Llc 247.39 3,390 0.00% 0.00 838.7 K
Home Depot, Inc. Circle Wealth Management, Llc 348.22 2,667 0.00% 0.00 928.7 K
Hilton Worldwide Holdings Inc Circle Wealth Management, Llc 246.23 1,073 0.00% 0.00 264.2 K
Robinhood Markets Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 73.90 40,690 0.00% 0.00 3.0 M
HubSpot Inc Circle Wealth Management, Llc 550.86 2,952 0.01% 0.00 1.6 M
Humana Inc. Circle Wealth Management, Llc 239.69 1,607 0.00% NEW 385.2 K
BlackRock Corporate High Yield Fund Inc. Circle Wealth Management, Llc 9.61 61,364 0.04% 0.00 589.7 K
International Business Machines Corp. Circle Wealth Management, Llc 282.51 2,788 0.00% NEW 787.6 K
Intel Corp. Circle Wealth Management, Llc 21.00 84,345 0.00% NEW 1.8 M
Intuit Inc Circle Wealth Management, Llc 763.96 3,451 0.00% 0.00 2.6 M
Intuitive Surgical Inc Circle Wealth Management, Llc 510.30 2,199 0.00% 0.00 1.1 M
Illinois Tool Works, Inc. Circle Wealth Management, Llc 241.59 7,136 0.00% 0.00 1.7 M
Johnson & Johnson Circle Wealth Management, Llc 152.89 9,804 0.00% 0.00 1.5 M
JPMorgan Chase & Co. Circle Wealth Management, Llc 268.83 73,445 0.00% 0.00 19.7 M
Coca-Cola Co Circle Wealth Management, Llc 69.94 6,482 0.00% 0.00 453.4 K
Lennar Corp. - Ordinary Shares - Class A Circle Wealth Management, Llc 105.30 4,023 0.00% NEW 423.6 K
Lilly(Eli) & Co Circle Wealth Management, Llc 793.30 85,817 0.01% 0.00 68.1 M
Lemonade Inc Circle Wealth Management, Llc 38.37 8,882 0.01% 0.00 340.8 K
Lam Research Corp. Circle Wealth Management, Llc 92.83 20,296 0.00% 0.00 1.9 M
Mastercard Incorporated - Ordinary Shares - Class A Circle Wealth Management, Llc 569.43 7,147 0.00% 0.00 4.1 M
McDonald`s Corp Circle Wealth Management, Llc 292.41 2,750 0.00% 0.00 804.1 K
Moody`s Corp. Circle Wealth Management, Llc 470.77 1,448 0.00% 0.00 681.7 K
MongoDB Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 206.13 5,182 0.01% 0.00 1.1 M
MercadoLibre Inc Circle Wealth Management, Llc 2390.00 802 0.00% 0.00 1.9 M
Meta Platforms Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 697.92 16,282 0.00% 0.00 11.4 M
Martin Marietta Materials, Inc. Circle Wealth Management, Llc 541.77 947 0.00% 0.00 513.1 K
Monday.Com Ltd Circle Wealth Management, Llc 286.74 1,942 0.00% NEW 556.8 K
Marathon Petroleum Corp Circle Wealth Management, Llc 170.94 1,552 0.00% 0.00 265.3 K
Merck & Co Inc Circle Wealth Management, Llc 78.80 181,150 0.01% 0.00 14.3 M
Morgan Stanley Circle Wealth Management, Llc 129.94 3,002 0.00% 0.00 390.1 K
Microsoft Corporation Circle Wealth Management, Llc 476.32 101,566 0.00% 0.00 48.4 M
MACOM Technology Solutions Holdings Inc Circle Wealth Management, Llc 131.34 2,420 0.00% NEW 317.8 K
Micron Technology Inc. Circle Wealth Management, Llc 120.47 7,591 0.00% 0.00 914.5 K
Nuveen New York Quality Municipal Income Fund Circle Wealth Management, Llc 11.29 20,808 0.07% 0.00 234.9 K
Netflix Inc. Circle Wealth Management, Llc 1220.64 6,699 0.00% 0.00 8.2 M
Nike, Inc. - Ordinary Shares - Class B Circle Wealth Management, Llc 60.12 553,046 0.04% 0.00 33.2 M
ServiceNow Inc Circle Wealth Management, Llc 1003.68 3,262 0.00% 0.00 3.3 M
Nu Holdings Ltd - Ordinary Shares Class A Circle Wealth Management, Llc 12.07 141,088 0.00% 0.00 1.7 M
NVIDIA Corp Circle Wealth Management, Llc 144.44 78,009 0.00% 0.00 11.3 M
Novartis AG - ADR Circle Wealth Management, Llc 116.77 5,119 0.00% 0.00 597.7 K
Onto Innovation Inc. Circle Wealth Management, Llc 97.98 6,023 0.01% 0.00 590.1 K
Oracle Corp. Circle Wealth Management, Llc 208.46 25,656 0.00% 0.00 5.3 M
Otis Worldwide Corp Circle Wealth Management, Llc 95.59 32,510 0.01% 0.00 3.1 M
Palo Alto Networks Inc Circle Wealth Management, Llc 200.97 11,203 0.00% 0.00 2.3 M
Procore Technologies Inc Circle Wealth Management, Llc 66.99 12,656 0.01% 0.00 847.8 K
PepsiCo Inc Circle Wealth Management, Llc 129.69 1,975 0.00% 0.00 256.1 K
Procter & Gamble Co. Circle Wealth Management, Llc 158.55 25,517 0.00% 0.00 4.0 M
Palantir Technologies Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 137.61 48,932 0.00% 0.00 6.7 M
Philip Morris International Inc Circle Wealth Management, Llc 184.02 5,034 0.00% 0.00 926.4 K
PNC Financial Services Group Inc Circle Wealth Management, Llc 173.09 1,557 0.00% 0.00 269.5 K
PayPal Holdings Inc Circle Wealth Management, Llc 70.61 6,317 0.00% 0.00 446.0 K
Qualcomm, Inc. Circle Wealth Management, Llc 154.70 6,996 0.00% 0.00 1.1 M
Ferrari N.V. Circle Wealth Management, Llc 460.19 574 0.00% 0.00 264.1 K
Reddit Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 134.12 3,678 0.00% 0.00 493.3 K
Regeneron Pharmaceuticals, Inc. Circle Wealth Management, Llc 516.24 890 0.00% 0.00 459.5 K
Ross Stores, Inc. Circle Wealth Management, Llc 129.10 5,178 0.00% 0.00 668.5 K
Raytheon Technologies Corporation Circle Wealth Management, Llc 148.56 66,798 0.01% 0.00 9.9 M
RxSight Inc Circle Wealth Management, Llc 13.74 165,719 0.41% 0.00 2.3 M
Sap SE - ADR Circle Wealth Management, Llc 293.31 1,924 0.00% 0.00 564.3 K
SBA Communications Corp - Ordinary Shares - Class A Circle Wealth Management, Llc 227.91 5,785 0.01% 0.00 1.3 M
Starbucks Corp. Circle Wealth Management, Llc 91.16 294,061 0.03% 0.00 26.8 M
Charles Schwab Corp. Circle Wealth Management, Llc 88.57 7,391 0.00% 0.00 654.6 K
Sea Ltd - ADR Circle Wealth Management, Llc 157.57 13,676 0.00% 0.00 2.2 M
Shell Plc - ADR (Representing - Ordinary Shares) Circle Wealth Management, Llc 72.47 9,953 0.00% 0.00 721.3 K
Shopify Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 106.89 28,700 0.00% 0.00 3.1 M
Sandisk Corp Circle Wealth Management, Llc 44.21 5,601 0.00% NEW 247.6 K
Snowflake Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 208.43 24,446 0.01% 0.00 5.1 M
Synopsys, Inc. Circle Wealth Management, Llc 475.04 2,480 0.00% 0.00 1.2 M
S&P Global Inc Circle Wealth Management, Llc 500.65 1,270 0.00% 0.00 635.8 K
Spotify Technology S.A. Circle Wealth Management, Llc 721.35 2,864 0.00% 0.00 2.1 M
Transdigm Group Incorporated Circle Wealth Management, Llc 1425.34 719 0.00% 0.00 1.0 M
Atlassian Corporation - Ordinary Shares - Class A Circle Wealth Management, Llc 199.48 7,236 0.00% 0.00 1.4 M
Tempus AI Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 69.09 10,111 0.01% 0.00 698.6 K
Thermo Fisher Scientific Inc. Circle Wealth Management, Llc 393.31 3,206 0.00% 0.00 1.3 M
T-Mobile US Inc Circle Wealth Management, Llc 220.98 5,319 0.00% 0.00 1.2 M
Tesla Inc Circle Wealth Management, Llc 315.07 14,753 0.00% 0.00 4.6 M
Taiwan Semiconductor Manufacturing - ADR Circle Wealth Management, Llc 214.27 16,423 0.00% 0.00 3.5 M
Trade Desk Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 67.53 17,467 0.00% 0.00 1.2 M
Take-Two Interactive Software, Inc. Circle Wealth Management, Llc 236.41 16,338 0.01% 0.00 3.9 M
Twilio Inc - Ordinary Shares Class A Circle Wealth Management, Llc 115.79 12,360 0.01% 0.00 1.4 M
Texas Instruments Inc. Circle Wealth Management, Llc 198.01 8,887 0.00% 0.00 1.8 M
Uber Technologies Inc Circle Wealth Management, Llc 84.54 30,260 0.00% 0.00 2.6 M
Unitedhealth Group Inc Circle Wealth Management, Llc 307.24 4,182 0.00% 0.00 1.3 M
Union Pacific Corp. Circle Wealth Management, Llc 220.09 4,767 0.00% 0.00 1.0 M
Visa Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 358.12 4,750 0.00% 0.00 1.7 M
Veeva Systems Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 280.90 7,435 0.00% 0.00 2.1 M
Vicor Corp. Circle Wealth Management, Llc 44.48 15,699 0.03% 0.00 698.3 K
Westinghouse Air Brake Technologies Corp Circle Wealth Management, Llc 200.81 6,720 0.00% 0.00 1.3 M
Webster Financial Corp. Circle Wealth Management, Llc 50.82 9,582 0.01% 0.00 487.0 K
Workday Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 243.45 7,518 0.00% 0.00 1.8 M
Western Digital Corp. Circle Wealth Management, Llc 58.05 16,809 0.00% 0.00 975.8 K
Wells Fargo & Co. Circle Wealth Management, Llc 72.40 8,161 0.00% 0.00 590.9 K
Waste Management, Inc. Circle Wealth Management, Llc 234.15 966 0.00% NEW 226.2 K
Walmart Inc Circle Wealth Management, Llc 94.13 5,853 0.00% 0.00 550.9 K
Woodward Inc Circle Wealth Management, Llc 235.91 2,526 0.00% 0.00 595.9 K
Xylem Inc Circle Wealth Management, Llc 125.57 6,430 0.00% 0.00 807.4 K
Yum Brands Inc. Circle Wealth Management, Llc 139.42 5,372 0.00% 0.00 749.0 K
Zoom Video Communications Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 77.66 20,391 0.01% 0.00 1.6 M
Blackstone Inc 135.15 - Investor holds below 1%
Manhattan Associates, Inc. 192.46 - Investor holds below 1%
Astera Labs Inc. 93.75 - Investor holds below 1%
Dollar General Corp. 113.30 - Investor holds below 1%
Monolithic Power System Inc 698.00 - Investor holds below 1%
Snap Inc - Ordinary Shares - Class A 8.22 - Investor holds below 1%
ON Semiconductor Corp. 52.95 - Investor holds below 1%
Corning, Inc. 50.52 - Investor holds below 1%
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