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 29.01 8,746 0.00% 0.00 253.7 K
Apple Inc Circle Wealth Management, Llc 198.42 6,569,821 0.04% 0.00 1.3 B
Abbott Laboratories Circle Wealth Management, Llc 134.01 2,316 0.00% 0.00 310.4 K
Accenture plc - Ordinary Shares - Class A Circle Wealth Management, Llc 314.33 2,035 0.00% 0.00 639.7 K
Analog Devices Inc. Circle Wealth Management, Llc 231.80 3,461 0.00% 0.00 802.3 K
Aercap Holdings N.V. Circle Wealth Management, Llc 115.86 7,138 0.00% 0.00 827.0 K
Allegro Microsystems Inc. Circle Wealth Management, Llc 31.19 18,208 0.01% 0.00 567.9 K
Advanced Micro Devices Inc. Circle Wealth Management, Llc 126.39 4,239 0.00% 0.00 535.8 K
AMGEN Inc. Circle Wealth Management, Llc 295.56 1,308 0.00% 0.00 386.6 K
Amazon.com Inc. Circle Wealth Management, Llc 216.10 286,548 0.00% 0.00 61.9 M
Arista Networks Inc Circle Wealth Management, Llc 95.09 35,594 0.00% 0.00 3.4 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 280.43 2,978 0.00% 0.00 835.1 K
Applovin Corp - Ordinary Shares - Class A Circle Wealth Management, Llc 370.68 801 0.00% 0.00 296.9 K
ASML Holding NV - New York Shares Circle Wealth Management, Llc 775.23 480 0.00% 0.00 372.1 K
Broadcom Inc Circle Wealth Management, Llc 252.10 15,779 0.00% 0.00 4.0 M
Alibaba Group Holding Ltd - ADR Circle Wealth Management, Llc 115.96 22,030 0.00% 0.00 2.6 M
Bank Of America Corp. Circle Wealth Management, Llc 44.41 19,294 0.00% 0.00 856.8 K
Becton, Dickinson And Co. Circle Wealth Management, Llc 172.10 3,352 0.00% 0.00 576.9 K
Booking Holdings Inc Circle Wealth Management, Llc 5369.04 343 0.00% 0.00 1.8 M
Berkshire Hathaway Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 735920.00 32 0.00% 0.00 23.5 M
Berkshire Hathaway Inc. - Ordinary Shares - Class B Circle Wealth Management, Llc 490.23 17,206 0.00% 0.00 8.4 M
Carrier Global Corp Circle Wealth Management, Llc 71.04 64,976 0.01% 0.00 4.6 M
Caterpillar Inc. Circle Wealth Management, Llc 362.44 3,641 0.00% 0.00 1.3 M
CBRE Group Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 134.10 1,622 0.00% 0.00 217.5 K
Cadence Design Systems, Inc. Circle Wealth Management, Llc 300.81 1,712 0.00% 0.00 515.0 K
Confluent Inc - Ordinary Shares Class A Circle Wealth Management, Llc 23.67 40,417 0.01% 0.00 956.7 K
Cognition Therapeutics Inc Circle Wealth Management, Llc 0.32 48,842 0.08% 0.00 15.6 K
Charter Communications Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 375.23 1,964 0.00% 0.00 737.0 K
CIENA Corp. Circle Wealth Management, Llc 73.76 11,276 0.01% 0.00 831.7 K
Comcast Corp - Ordinary Shares - Class A Circle Wealth Management, Llc 35.11 41,422 0.00% 0.00 1.5 M
Chipotle Mexican Grill Circle Wealth Management, Llc 52.54 16,225 0.00% 0.00 852.5 K
Capital One Financial Corp. Circle Wealth Management, Llc 197.62 2,778 0.00% 0.00 549.0 K
Coinbase Global Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 261.57 1,420 0.00% 0.00 371.4 K
Conoco Phillips Circle Wealth Management, Llc 95.00 11,700 0.00% 0.00 1.1 M
Costco Wholesale Corp Circle Wealth Management, Llc 984.36 2,403 0.00% 0.00 2.4 M
Canadian Pacific Railway Ltd Circle Wealth Management, Llc 81.67 12,695 0.00% 0.00 1.0 M
Credo Technology Group Holding Ltd Circle Wealth Management, Llc 79.17 13,687 0.01% -0.02 1.1 M
Crowdstrike Holdings Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 479.39 15,378 0.01% 0.00 7.4 M
Cisco Systems, Inc. Circle Wealth Management, Llc 65.51 7,491 0.00% 0.00 490.7 K
Delta Air Lines, Inc. Circle Wealth Management, Llc 49.46 14,412 0.00% 0.00 712.8 K
Datadog Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 121.93 7,906 0.00% 0.00 964.0 K
Deere & Co. Circle Wealth Management, Llc 524.44 923 0.00% 0.00 484.1 K
Walt Disney Co (The) Circle Wealth Management, Llc 119.48 3,857 0.00% 0.00 460.8 K
Estee Lauder Cos., Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 74.59 5,072 0.00% NEW 378.3 K
Elevance Health Inc Circle Wealth Management, Llc 376.53 871 0.00% NEW 328.0 K
Elastic N.V Circle Wealth Management, Llc 81.18 10,291 0.01% 0.00 835.4 K
Eaton Corporation plc Circle Wealth Management, Llc 338.01 1,047 0.00% 0.00 353.9 K
Freeport-McMoRan Inc Circle Wealth Management, Llc 41.91 10,726 0.00% 0.00 449.5 K
Fedex Corp Circle Wealth Management, Llc 226.77 3,836 0.00% 0.00 869.9 K
Blackrock Floating Rate Income Strategies Fund Inc Circle Wealth Management, Llc 12.82 54,072 0.15% 0.00 693.2 K
General Electric Co. Circle Wealth Management, Llc 236.54 1,351 0.00% 0.00 319.6 K
GE Vernova Inc. Circle Wealth Management, Llc 487.88 989 0.00% 0.00 482.5 K
Alphabet Inc - Ordinary Shares - Class C Circle Wealth Management, Llc 177.94 74,177 0.00% 0.00 13.2 M
Alphabet Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 176.77 82,614 0.00% 0.00 14.6 M
Goldman Sachs Group, Inc. Circle Wealth Management, Llc 627.85 22,927 0.01% 0.00 14.4 M
Gitlab Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 42.08 22,703 0.01% 0.00 955.3 K
Guidewire Software Inc Circle Wealth Management, Llc 253.60 3,390 0.00% 0.00 859.7 K
Home Depot, Inc. Circle Wealth Management, Llc 353.56 2,667 0.00% 0.00 942.9 K
Hilton Worldwide Holdings Inc Circle Wealth Management, Llc 247.35 1,073 0.00% 0.00 265.4 K
Robinhood Markets Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 76.75 40,690 0.00% 0.00 3.1 M
HubSpot Inc Circle Wealth Management, Llc 549.57 2,952 0.01% 0.00 1.6 M
Humana Inc. Circle Wealth Management, Llc 235.39 1,607 0.00% NEW 378.3 K
BlackRock Corporate High Yield Fund Inc. Circle Wealth Management, Llc 9.64 61,364 0.04% 0.00 591.5 K
International Business Machines Corp. Circle Wealth Management, Llc 281.83 2,788 0.00% NEW 785.7 K
Intel Corp. Circle Wealth Management, Llc 20.74 84,345 0.00% NEW 1.7 M
Intuit Inc Circle Wealth Management, Llc 768.08 3,451 0.00% 0.00 2.7 M
Intuitive Surgical Inc Circle Wealth Management, Llc 519.04 2,199 0.00% 0.00 1.1 M
Illinois Tool Works, Inc. Circle Wealth Management, Llc 244.45 7,136 0.00% 0.00 1.7 M
Johnson & Johnson Circle Wealth Management, Llc 155.22 9,804 0.00% 0.00 1.5 M
JPMorgan Chase & Co. Circle Wealth Management, Llc 270.36 73,445 0.00% 0.00 19.9 M
Coca-Cola Co Circle Wealth Management, Llc 70.52 6,482 0.00% 0.00 457.1 K
Lennar Corp. - Ordinary Shares - Class A Circle Wealth Management, Llc 109.49 4,023 0.00% NEW 440.5 K
Lilly(Eli) & Co Circle Wealth Management, Llc 807.58 85,817 0.01% 0.00 69.3 M
Lemonade Inc Circle Wealth Management, Llc 41.97 8,882 0.01% 0.00 372.8 K
Lam Research Corp. Circle Wealth Management, Llc 93.41 20,296 0.00% 0.00 1.9 M
Mastercard Incorporated - Ordinary Shares - Class A Circle Wealth Management, Llc 568.67 7,147 0.00% 0.00 4.1 M
McDonald`s Corp Circle Wealth Management, Llc 296.29 2,750 0.00% 0.00 814.8 K
Moody`s Corp. Circle Wealth Management, Llc 476.92 1,448 0.00% 0.00 690.6 K
MongoDB Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 202.50 5,182 0.01% 0.00 1.0 M
MercadoLibre Inc Circle Wealth Management, Llc 2454.76 802 0.00% 0.00 2.0 M
Meta Platforms Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 702.12 16,282 0.00% 0.00 11.4 M
Martin Marietta Materials, Inc. Circle Wealth Management, Llc 542.79 947 0.00% 0.00 514.0 K
Monday.Com Ltd Circle Wealth Management, Llc 289.53 1,942 0.00% NEW 562.3 K
Marathon Petroleum Corp Circle Wealth Management, Llc 166.78 1,552 0.00% 0.00 258.8 K
Merck & Co Inc Circle Wealth Management, Llc 80.96 181,150 0.01% 0.00 14.7 M
Morgan Stanley Circle Wealth Management, Llc 130.90 3,002 0.00% 0.00 393.0 K
Microsoft Corporation Circle Wealth Management, Llc 479.14 101,566 0.00% 0.00 48.7 M
MACOM Technology Solutions Holdings Inc Circle Wealth Management, Llc 131.18 2,420 0.00% NEW 317.5 K
Micron Technology Inc. Circle Wealth Management, Llc 119.84 7,591 0.00% 0.00 909.7 K
Nuveen New York Quality Municipal Income Fund Circle Wealth Management, Llc 11.31 20,808 0.07% 0.00 235.3 K
Netflix Inc. Circle Wealth Management, Llc 1225.35 6,699 0.00% 0.00 8.2 M
Nike, Inc. - Ordinary Shares - Class B Circle Wealth Management, Llc 61.90 553,046 0.04% 0.00 34.2 M
ServiceNow Inc Circle Wealth Management, Llc 1005.13 3,262 0.00% 0.00 3.3 M
Nu Holdings Ltd - Ordinary Shares Class A Circle Wealth Management, Llc 12.39 141,088 0.00% 0.00 1.7 M
NVIDIA Corp Circle Wealth Management, Llc 144.69 78,009 0.00% 0.00 11.3 M
Novartis AG - ADR Circle Wealth Management, Llc 118.09 5,119 0.00% 0.00 604.5 K
Onto Innovation Inc. Circle Wealth Management, Llc 98.87 6,023 0.01% 0.00 595.5 K
Oracle Corp. Circle Wealth Management, Llc 211.10 25,656 0.00% 0.00 5.4 M
Otis Worldwide Corp Circle Wealth Management, Llc 96.45 32,510 0.01% 0.00 3.1 M
Palo Alto Networks Inc Circle Wealth Management, Llc 198.11 11,203 0.00% 0.00 2.2 M
Procore Technologies Inc Circle Wealth Management, Llc 65.65 12,656 0.01% 0.00 830.9 K
PepsiCo Inc Circle Wealth Management, Llc 131.41 1,975 0.00% 0.00 259.5 K
Procter & Gamble Co. Circle Wealth Management, Llc 160.88 25,517 0.00% 0.00 4.1 M
Palantir Technologies Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 141.41 48,932 0.00% 0.00 6.9 M
Philip Morris International Inc Circle Wealth Management, Llc 183.29 5,034 0.00% 0.00 922.7 K
PNC Financial Services Group Inc Circle Wealth Management, Llc 175.14 1,557 0.00% 0.00 272.7 K
PayPal Holdings Inc Circle Wealth Management, Llc 72.26 6,317 0.00% 0.00 456.5 K
Qualcomm, Inc. Circle Wealth Management, Llc 156.87 6,996 0.00% 0.00 1.1 M
Ferrari N.V. Circle Wealth Management, Llc 464.81 574 0.00% 0.00 266.8 K
Reddit Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 126.20 3,678 0.00% 0.00 464.2 K
Regeneron Pharmaceuticals, Inc. Circle Wealth Management, Llc 522.68 890 0.00% 0.00 465.2 K
Ross Stores, Inc. Circle Wealth Management, Llc 131.15 5,178 0.00% 0.00 679.1 K
Raytheon Technologies Corporation Circle Wealth Management, Llc 146.46 66,798 0.01% 0.00 9.8 M
RxSight Inc Circle Wealth Management, Llc 14.09 165,719 0.41% 0.00 2.3 M
Sap SE - ADR Circle Wealth Management, Llc 295.84 1,924 0.00% 0.00 569.2 K
SBA Communications Corp - Ordinary Shares - Class A Circle Wealth Management, Llc 230.12 5,785 0.01% 0.00 1.3 M
Starbucks Corp. Circle Wealth Management, Llc 93.48 294,061 0.03% 0.00 27.5 M
Charles Schwab Corp. Circle Wealth Management, Llc 88.97 7,391 0.00% 0.00 657.6 K
Sea Ltd - ADR Circle Wealth Management, Llc 158.19 13,676 0.00% 0.00 2.2 M
Shell Plc - ADR (Representing - Ordinary Shares) Circle Wealth Management, Llc 71.43 9,953 0.00% 0.00 710.9 K
Shopify Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 108.37 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 209.12 24,446 0.01% 0.00 5.1 M
Synopsys, Inc. Circle Wealth Management, Llc 479.41 2,480 0.00% 0.00 1.2 M
S&P Global Inc Circle Wealth Management, Llc 505.00 1,270 0.00% 0.00 641.4 K
Spotify Technology S.A. Circle Wealth Management, Llc 715.57 2,864 0.00% 0.00 2.0 M
Transdigm Group Incorporated Circle Wealth Management, Llc 1427.40 719 0.00% 0.00 1.0 M
Atlassian Corporation - Ordinary Shares - Class A Circle Wealth Management, Llc 200.32 7,236 0.00% 0.00 1.4 M
Tempus AI Inc. - Ordinary Shares - Class A Circle Wealth Management, Llc 72.00 10,111 0.01% 0.00 728.0 K
Thermo Fisher Scientific Inc. Circle Wealth Management, Llc 405.08 3,206 0.00% 0.00 1.3 M
T-Mobile US Inc Circle Wealth Management, Llc 230.99 5,319 0.00% 0.00 1.2 M
Tesla Inc Circle Wealth Management, Llc 329.13 14,753 0.00% 0.00 4.9 M
Taiwan Semiconductor Manufacturing - ADR Circle Wealth Management, Llc 215.68 16,423 0.00% 0.00 3.5 M
Trade Desk Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 70.25 17,467 0.00% 0.00 1.2 M
Take-Two Interactive Software, Inc. Circle Wealth Management, Llc 238.60 16,338 0.01% 0.00 3.9 M
Twilio Inc - Ordinary Shares Class A Circle Wealth Management, Llc 116.67 12,360 0.01% 0.00 1.4 M
Texas Instruments Inc. Circle Wealth Management, Llc 199.22 8,887 0.00% 0.00 1.8 M
Uber Technologies Inc Circle Wealth Management, Llc 85.12 30,260 0.00% 0.00 2.6 M
Unitedhealth Group Inc Circle Wealth Management, Llc 307.66 4,182 0.00% 0.00 1.3 M
Union Pacific Corp. Circle Wealth Management, Llc 224.65 4,767 0.00% 0.00 1.1 M
Visa Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 355.48 4,750 0.00% 0.00 1.7 M
Veeva Systems Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 284.58 7,435 0.00% 0.00 2.1 M
Vicor Corp. Circle Wealth Management, Llc 44.84 15,699 0.03% 0.00 703.9 K
Westinghouse Air Brake Technologies Corp Circle Wealth Management, Llc 203.50 6,720 0.00% 0.00 1.4 M
Webster Financial Corp. Circle Wealth Management, Llc 51.49 9,582 0.01% 0.00 493.4 K
Workday Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 245.65 7,518 0.00% 0.00 1.8 M
Western Digital Corp. Circle Wealth Management, Llc 57.41 16,809 0.00% 0.00 965.0 K
Wells Fargo & Co. Circle Wealth Management, Llc 73.15 8,161 0.00% 0.00 597.0 K
Waste Management, Inc. Circle Wealth Management, Llc 234.66 966 0.00% NEW 226.7 K
Walmart Inc Circle Wealth Management, Llc 94.29 5,853 0.00% 0.00 551.9 K
Woodward Inc Circle Wealth Management, Llc 234.94 2,526 0.00% 0.00 593.5 K
Xylem Inc Circle Wealth Management, Llc 127.59 6,430 0.00% 0.00 820.4 K
Yum Brands Inc. Circle Wealth Management, Llc 141.94 5,372 0.00% 0.00 762.5 K
Zoom Video Communications Inc - Ordinary Shares - Class A Circle Wealth Management, Llc 77.87 20,391 0.01% 0.00 1.6 M
Blackstone Inc 138.26 - Investor holds below 1%
Manhattan Associates, Inc. 192.63 - Investor holds below 1%
Astera Labs Inc. 95.30 - Investor holds below 1%
Dollar General Corp. 113.63 - Investor holds below 1%
Monolithic Power System Inc 706.59 - Investor holds below 1%
Snap Inc - Ordinary Shares - Class A 8.27 - Investor holds below 1%
ON Semiconductor Corp. 53.88 - Investor holds below 1%
Corning, Inc. 50.78 - Investor holds below 1%
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