As per corporate shareholdings filed for Jun-2025, people matching Circle Wealth Management, LLC publicly holds 156 stocks with a net worth of over US$ 2.1 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.
| 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 | 30.17 | 8,746 | 0.00% | 0.00 | 263.9 K | ||
| Apple Inc | Circle Wealth Management, Llc | 229.35 | 6,569,821 | 0.04% | 0.00 | 1.5 B | ||
| Abbott Laboratories | Circle Wealth Management, Llc | 134.28 | 2,316 | 0.00% | 0.00 | 311.0 K | ||
| Accenture plc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 239.20 | 2,035 | 0.00% | 0.00 | 486.8 K | ||
| Analog Devices Inc. | Circle Wealth Management, Llc | 223.95 | 3,461 | 0.00% | 0.00 | 775.1 K | ||
| Aercap Holdings N.V. | Circle Wealth Management, Llc | 110.24 | 7,138 | 0.00% | 0.00 | 786.9 K | ||
| Allegro Microsystems Inc. | Circle Wealth Management, Llc | 30.77 | 18,208 | 0.01% | 0.00 | 560.3 K | ||
| Advanced Micro Devices Inc. | Circle Wealth Management, Llc | 172.76 | 4,239 | 0.00% | 0.00 | 732.3 K | ||
| AMGEN Inc. | Circle Wealth Management, Llc | 288.23 | 1,308 | 0.00% | 0.00 | 377.0 K | ||
| Amazon.com Inc. | Circle Wealth Management, Llc | 222.69 | 286,548 | 0.00% | 0.00 | 63.8 M | ||
| Arista Networks Inc | Circle Wealth Management, Llc | 139.18 | 35,594 | 0.00% | 0.00 | 5.0 M | ||
| Aon plc. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 366.40 | 2,469 | 0.00% | 0.00 | 904.6 K | ||
| Air Products & Chemicals Inc. | Circle Wealth Management, Llc | 288.74 | 2,978 | 0.00% | 0.00 | 859.9 K | ||
| Applovin Corp - Ordinary Shares - Class A | Circle Wealth Management, Llc | 455.98 | 801 | 0.00% | 0.00 | 365.2 K | ||
| ASML Holding NV - New York Shares | Circle Wealth Management, Llc | 722.32 | 480 | 0.00% | 0.00 | 346.7 K | ||
| Broadcom Inc | Circle Wealth Management, Llc | 304.97 | 15,779 | 0.00% | 0.00 | 4.8 M | ||
| Alibaba Group Holding Ltd - ADR | Circle Wealth Management, Llc | 120.36 | 22,030 | 0.00% | 0.00 | 2.7 M | ||
| Bank Of America Corp. | Circle Wealth Management, Llc | 46.01 | 19,294 | 0.00% | 0.00 | 887.7 K | ||
| Becton, Dickinson And Co. | Circle Wealth Management, Llc | 193.50 | 3,352 | 0.00% | 0.00 | 648.6 K | ||
| Booking Holdings Inc | Circle Wealth Management, Llc | 5405.91 | 343 | 0.00% | 0.00 | 1.9 M | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 698040.10 | 32 | 0.00% | 0.00 | 22.3 M | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | Circle Wealth Management, Llc | 465.40 | 17,206 | 0.00% | 0.00 | 8.0 M | ||
| Carrier Global Corp | Circle Wealth Management, Llc | 66.03 | 64,976 | 0.01% | 0.00 | 4.3 M | ||
| Caterpillar Inc. | Circle Wealth Management, Llc | 416.52 | 3,641 | 0.00% | 0.00 | 1.5 M | ||
| CBRE Group Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 155.40 | 1,622 | 0.00% | 0.00 | 252.1 K | ||
| Cadence Design Systems, Inc. | Circle Wealth Management, Llc | 352.06 | 1,712 | 0.00% | 0.00 | 602.7 K | ||
| Confluent Inc - Ordinary Shares Class A | Circle Wealth Management, Llc | 16.33 | 40,417 | 0.01% | 0.00 | 660.0 K | ||
| Cognition Therapeutics Inc | Circle Wealth Management, Llc | 0.76 | 48,842 | 0.08% | 0.00 | 37.1 K | ||
| Charter Communications Inc. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 256.57 | 1,964 | 0.00% | 0.00 | 503.9 K | ||
| CIENA Corp. | Circle Wealth Management, Llc | 95.06 | 11,276 | 0.01% | 0.00 | 1.1 M | ||
| Comcast Corp - Ordinary Shares - Class A | Circle Wealth Management, Llc | 31.67 | 41,422 | 0.00% | 0.00 | 1.3 M | ||
| Chipotle Mexican Grill | Circle Wealth Management, Llc | 41.44 | 16,225 | 0.00% | 0.00 | 672.4 K | ||
| Capital One Financial Corp. | Circle Wealth Management, Llc | 208.23 | 2,778 | 0.00% | 0.00 | 578.5 K | ||
| Coinbase Global Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 310.54 | 1,420 | 0.00% | 0.00 | 441.0 K | ||
| Conoco Phillips | Circle Wealth Management, Llc | 93.91 | 11,700 | 0.00% | 0.00 | 1.1 M | ||
| Costco Wholesale Corp | Circle Wealth Management, Llc | 980.98 | 2,403 | 0.00% | 0.00 | 2.4 M | ||
| Canadian Pacific Railway Ltd | Circle Wealth Management, Llc | 75.02 | 12,695 | 0.00% | 0.00 | 952.4 K | ||
| Credo Technology Group Holding Ltd | Circle Wealth Management, Llc | 120.41 | 13,687 | 0.01% | 0.00 | 1.6 M | ||
| Crowdstrike Holdings Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 424.49 | 15,378 | 0.01% | 0.00 | 6.5 M | ||
| Cisco Systems, Inc. | Circle Wealth Management, Llc | 71.79 | 7,491 | 0.00% | 0.00 | 537.8 K | ||
| Delta Air Lines, Inc. | Circle Wealth Management, Llc | 53.64 | 14,412 | 0.00% | 0.00 | 773.1 K | ||
| Datadog Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 130.91 | 7,906 | 0.00% | 0.00 | 1.0 M | ||
| Deere & Co. | Circle Wealth Management, Llc | 510.37 | 923 | 0.00% | 0.00 | 471.1 K | ||
| Walt Disney Co (The) | Circle Wealth Management, Llc | 112.43 | 3,857 | 0.00% | 0.00 | 433.6 K | ||
| Estee Lauder Cos., Inc. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 90.69 | 5,072 | 0.00% | 0.00 | 460.0 K | ||
| Elevance Health Inc | Circle Wealth Management, Llc | 293.99 | 871 | 0.00% | 0.00 | 256.1 K | ||
| Elastic N.V | Circle Wealth Management, Llc | 74.51 | 10,291 | 0.01% | 0.00 | 766.8 K | ||
| Eaton Corporation plc | Circle Wealth Management, Llc | 362.84 | 1,047 | 0.00% | 0.00 | 379.9 K | ||
| Freeport-McMoRan Inc | Circle Wealth Management, Llc | 41.87 | 10,726 | 0.00% | 0.00 | 449.1 K | ||
| Fedex Corp | Circle Wealth Management, Llc | 228.05 | 3,836 | 0.00% | 0.00 | 874.8 K | ||
| Blackrock Floating Rate Income Strategies Fund Inc | Circle Wealth Management, Llc | 13.25 | 54,072 | 0.15% | 0.00 | 716.5 K | ||
| General Electric Co. | Circle Wealth Management, Llc | 275.01 | 1,351 | 0.00% | 0.00 | 371.5 K | ||
| GE Vernova Inc. | Circle Wealth Management, Llc | 649.09 | 989 | 0.00% | 0.00 | 642.0 K | ||
| Alphabet Inc - Ordinary Shares - Class C | Circle Wealth Management, Llc | 202.09 | 74,177 | 0.00% | 0.00 | 15.0 M | ||
| Alphabet Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 201.42 | 82,614 | 0.00% | 0.00 | 16.6 M | ||
| Goldman Sachs Group, Inc. | Circle Wealth Management, Llc | 721.27 | 22,927 | 0.01% | 0.00 | 16.5 M | ||
| Gitlab Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 40.42 | 22,703 | 0.01% | 0.00 | 917.7 K | ||
| Guidewire Software Inc | Circle Wealth Management, Llc | 213.27 | 3,390 | 0.00% | 0.00 | 723.0 K | ||
| Home Depot, Inc. | Circle Wealth Management, Llc | 387.85 | 2,667 | 0.00% | 0.00 | 1.0 M | ||
| Hilton Worldwide Holdings Inc | Circle Wealth Management, Llc | 262.30 | 1,073 | 0.00% | 0.00 | 281.4 K | ||
| Robinhood Markets Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 114.63 | 40,690 | 0.00% | 0.00 | 4.7 M | ||
| HubSpot Inc | Circle Wealth Management, Llc | 449.72 | 2,952 | 0.01% | 0.00 | 1.3 M | ||
| Humana Inc. | Circle Wealth Management, Llc | 266.68 | 1,607 | 0.00% | 0.00 | 428.6 K | ||
| BlackRock Corporate High Yield Fund Inc. | Circle Wealth Management, Llc | 9.86 | 61,364 | 0.04% | 0.00 | 605.0 K | ||
| International Business Machines Corp. | Circle Wealth Management, Llc | 242.27 | 2,788 | 0.00% | 0.00 | 675.4 K | ||
| Intel Corp. | Circle Wealth Management, Llc | 19.95 | 84,345 | 0.00% | 0.00 | 1.7 M | ||
| Intuit Inc | Circle Wealth Management, Llc | 749.00 | 3,451 | 0.00% | 0.00 | 2.6 M | ||
| Intuitive Surgical Inc | Circle Wealth Management, Llc | 470.08 | 2,199 | 0.00% | 0.00 | 1.0 M | ||
| Illinois Tool Works, Inc. | Circle Wealth Management, Llc | 256.99 | 7,136 | 0.00% | 0.00 | 1.8 M | ||
| Johnson & Johnson | Circle Wealth Management, Llc | 173.33 | 9,804 | 0.00% | 0.00 | 1.7 M | ||
| JPMorgan Chase & Co. | Circle Wealth Management, Llc | 288.76 | 73,445 | 0.00% | 0.00 | 21.2 M | ||
| Coca-Cola Co | Circle Wealth Management, Llc | 70.34 | 6,482 | 0.00% | 0.00 | 455.9 K | ||
| Lennar Corp. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 120.85 | 4,023 | 0.00% | 0.00 | 486.2 K | ||
| Lilly(Eli) & Co | Circle Wealth Management, Llc | 625.65 | 85,817 | 0.01% | 0.00 | 53.7 M | ||
| Lemonade Inc | Circle Wealth Management, Llc | 48.98 | 8,882 | 0.01% | 0.00 | 435.0 K | ||
| Lam Research Corp. | Circle Wealth Management, Llc | 101.75 | 20,296 | 0.00% | 0.00 | 2.1 M | ||
| Mastercard Incorporated - Ordinary Shares - Class A | Circle Wealth Management, Llc | 574.32 | 7,147 | 0.00% | 0.00 | 4.1 M | ||
| McDonald`s Corp | Circle Wealth Management, Llc | 305.45 | 2,750 | 0.00% | 0.00 | 840.0 K | ||
| Moody`s Corp. | Circle Wealth Management, Llc | 515.29 | 1,448 | 0.00% | 0.00 | 746.1 K | ||
| MongoDB Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 209.18 | 5,182 | 0.01% | 0.00 | 1.1 M | ||
| MercadoLibre Inc | Circle Wealth Management, Llc | 2353.70 | 802 | 0.00% | 0.00 | 1.9 M | ||
| Meta Platforms Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 769.30 | 16,282 | 0.00% | 0.00 | 12.5 M | ||
| Martin Marietta Materials, Inc. | Circle Wealth Management, Llc | 610.92 | 947 | 0.00% | 0.00 | 578.5 K | ||
| Monday.Com Ltd | Circle Wealth Management, Llc | 248.04 | 1,942 | 0.00% | 0.00 | 481.7 K | ||
| Marathon Petroleum Corp | Circle Wealth Management, Llc | 160.84 | 1,552 | 0.00% | 0.00 | 249.6 K | ||
| Merck & Co Inc | Circle Wealth Management, Llc | 80.69 | 181,150 | 0.01% | 0.00 | 14.6 M | ||
| Morgan Stanley | Circle Wealth Management, Llc | 143.18 | 3,002 | 0.00% | 0.00 | 429.8 K | ||
| Microsoft Corporation | Circle Wealth Management, Llc | 522.04 | 101,566 | 0.00% | 0.00 | 53.0 M | ||
| MACOM Technology Solutions Holdings Inc | Circle Wealth Management, Llc | 120.94 | 2,420 | 0.00% | 0.00 | 292.7 K | ||
| Micron Technology Inc. | Circle Wealth Management, Llc | 118.89 | 7,591 | 0.00% | 0.00 | 902.5 K | ||
| Nuveen New York Quality Municipal Income Fund | Circle Wealth Management, Llc | 11.12 | 20,808 | 0.07% | 0.00 | 231.4 K | ||
| Netflix Inc. | Circle Wealth Management, Llc | 1211.64 | 6,699 | 0.00% | 0.00 | 8.1 M | ||
| Nike, Inc. - Ordinary Shares - Class B | Circle Wealth Management, Llc | 74.19 | 553,046 | 0.04% | 0.00 | 41.0 M | ||
| ServiceNow Inc | Circle Wealth Management, Llc | 872.51 | 3,262 | 0.00% | 0.00 | 2.8 M | ||
| Nu Holdings Ltd - Ordinary Shares Class A | Circle Wealth Management, Llc | 12.30 | 141,088 | 0.00% | 0.00 | 1.7 M | ||
| NVIDIA Corp | Circle Wealth Management, Llc | 182.70 | 78,009 | 0.00% | 0.00 | 14.3 M | ||
| Novartis AG - ADR | Circle Wealth Management, Llc | 116.84 | 5,119 | 0.00% | 0.00 | 598.1 K | ||
| Onto Innovation Inc. | Circle Wealth Management, Llc | 102.88 | 6,023 | 0.01% | 0.00 | 619.6 K | ||
| Oracle Corp. | Circle Wealth Management, Llc | 250.05 | 25,656 | 0.00% | 0.00 | 6.4 M | ||
| Otis Worldwide Corp | Circle Wealth Management, Llc | 87.47 | 32,510 | 0.01% | 0.00 | 2.8 M | ||
| Palo Alto Networks Inc | Circle Wealth Management, Llc | 167.06 | 11,203 | 0.00% | 0.00 | 1.9 M | ||
| Procore Technologies Inc | Circle Wealth Management, Llc | 62.32 | 12,656 | 0.01% | 0.00 | 788.7 K | ||
| PepsiCo Inc | Circle Wealth Management, Llc | 145.21 | 1,975 | 0.00% | 0.00 | 286.8 K | ||
| Procter & Gamble Co. | Circle Wealth Management, Llc | 153.51 | 25,517 | 0.00% | 0.00 | 3.9 M | ||
| Palantir Technologies Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 186.96 | 48,932 | 0.00% | 0.00 | 9.1 M | ||
| Philip Morris International Inc | Circle Wealth Management, Llc | 170.18 | 5,034 | 0.00% | 0.00 | 856.7 K | ||
| PNC Financial Services Group Inc | Circle Wealth Management, Llc | 189.74 | 1,557 | 0.00% | 0.00 | 295.4 K | ||
| PayPal Holdings Inc | Circle Wealth Management, Llc | 67.65 | 6,317 | 0.00% | 0.00 | 427.3 K | ||
| Qualcomm, Inc. | Circle Wealth Management, Llc | 147.56 | 6,996 | 0.00% | 0.00 | 1.0 M | ||
| Ferrari N.V. | Circle Wealth Management, Llc | 443.84 | 574 | 0.00% | 0.00 | 254.8 K | ||
| Reddit Inc. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 215.44 | 3,678 | 0.00% | 0.00 | 792.4 K | ||
| Regeneron Pharmaceuticals, Inc. | Circle Wealth Management, Llc | 563.00 | 890 | 0.00% | 0.00 | 501.1 K | ||
| Ross Stores, Inc. | Circle Wealth Management, Llc | 145.22 | 5,178 | 0.00% | 0.00 | 751.9 K | ||
| Raytheon Technologies Corporation | Circle Wealth Management, Llc | 154.86 | 66,798 | 0.00% | 0.00 | 10.3 M | ||
| RxSight Inc | Circle Wealth Management, Llc | 7.19 | 165,719 | 0.41% | 0.00 | 1.2 M | ||
| Sap SE - ADR | Circle Wealth Management, Llc | 292.12 | 1,924 | 0.00% | 0.00 | 562.0 K | ||
| SBA Communications Corp - Ordinary Shares - Class A | Circle Wealth Management, Llc | 220.85 | 5,785 | 0.01% | 0.00 | 1.3 M | ||
| Starbucks Corp. | Circle Wealth Management, Llc | 92.12 | 294,061 | 0.03% | 0.00 | 27.1 M | ||
| Charles Schwab Corp. | Circle Wealth Management, Llc | 97.08 | 7,391 | 0.00% | 0.00 | 717.5 K | ||
| Sea Ltd - ADR | Circle Wealth Management, Llc | 147.61 | 13,676 | 0.00% | 0.00 | 2.0 M | ||
| Shell Plc - ADR (Representing - Ordinary Shares) | Circle Wealth Management, Llc | 71.65 | 9,953 | 0.00% | 0.00 | 713.1 K | ||
| Shopify Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 149.61 | 28,700 | 0.00% | 0.00 | 4.3 M | ||
| Sandisk Corp | Circle Wealth Management, Llc | 44.34 | 5,601 | 0.00% | 0.00 | 248.3 K | ||
| Snowflake Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 191.73 | 24,446 | 0.01% | 0.00 | 4.7 M | ||
| Synopsys, Inc. | Circle Wealth Management, Llc | 619.42 | 2,480 | 0.00% | 0.00 | 1.5 M | ||
| S&P Global Inc | Circle Wealth Management, Llc | 556.87 | 1,270 | 0.00% | 0.00 | 707.2 K | ||
| Spotify Technology S.A. | Circle Wealth Management, Llc | 705.89 | 2,864 | 0.00% | 0.00 | 2.0 M | ||
| Transdigm Group Incorporated | Circle Wealth Management, Llc | 1389.77 | 719 | 0.00% | 0.00 | 999.2 K | ||
| Atlassian Corporation - Ordinary Shares - Class A | Circle Wealth Management, Llc | 168.06 | 7,236 | 0.00% | 0.00 | 1.2 M | ||
| Tempus AI Inc. - Ordinary Shares - Class A | Circle Wealth Management, Llc | 60.87 | 10,111 | 0.01% | 0.00 | 615.5 K | ||
| Thermo Fisher Scientific Inc. | Circle Wealth Management, Llc | 460.72 | 3,206 | 0.00% | 0.00 | 1.5 M | ||
| T-Mobile US Inc | Circle Wealth Management, Llc | 244.98 | 5,319 | 0.00% | 0.00 | 1.3 M | ||
| Tesla Inc | Circle Wealth Management, Llc | 329.65 | 14,753 | 0.00% | 0.00 | 4.9 M | ||
| Taiwan Semiconductor Manufacturing - ADR | Circle Wealth Management, Llc | 241.83 | 16,423 | 0.00% | 0.00 | 4.0 M | ||
| Trade Desk Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 54.23 | 17,467 | 0.00% | 0.00 | 947.2 K | ||
| Take-Two Interactive Software, Inc. | Circle Wealth Management, Llc | 217.37 | 16,338 | 0.01% | 0.00 | 3.6 M | ||
| Twilio Inc - Ordinary Shares Class A | Circle Wealth Management, Llc | 98.67 | 12,360 | 0.01% | 0.00 | 1.2 M | ||
| Texas Instruments Inc. | Circle Wealth Management, Llc | 187.22 | 8,887 | 0.00% | 0.00 | 1.7 M | ||
| Uber Technologies Inc | Circle Wealth Management, Llc | 89.56 | 30,260 | 0.00% | 0.00 | 2.7 M | ||
| Unitedhealth Group Inc | Circle Wealth Management, Llc | 250.89 | 4,182 | 0.00% | 0.00 | 1.0 M | ||
| Union Pacific Corp. | Circle Wealth Management, Llc | 222.24 | 4,767 | 0.00% | 0.00 | 1.1 M | ||
| Visa Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 336.78 | 4,750 | 0.00% | 0.00 | 1.6 M | ||
| Veeva Systems Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 282.13 | 7,435 | 0.00% | 0.00 | 2.1 M | ||
| Vicor Corp. | Circle Wealth Management, Llc | 46.84 | 15,699 | 0.03% | 0.00 | 735.3 K | ||
| Westinghouse Air Brake Technologies Corp | Circle Wealth Management, Llc | 191.42 | 6,720 | 0.00% | 0.00 | 1.3 M | ||
| Webster Financial Corp. | Circle Wealth Management, Llc | 55.85 | 9,582 | 0.01% | 0.00 | 535.2 K | ||
| Workday Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 222.07 | 7,518 | 0.00% | 0.00 | 1.7 M | ||
| Western Digital Corp. | Circle Wealth Management, Llc | 74.97 | 16,809 | 0.00% | 0.00 | 1.3 M | ||
| Wells Fargo & Co. | Circle Wealth Management, Llc | 77.85 | 8,161 | 0.00% | 0.00 | 635.3 K | ||
| Waste Management, Inc. | Circle Wealth Management, Llc | 235.09 | 966 | 0.00% | 0.00 | 227.1 K | ||
| Walmart Inc | Circle Wealth Management, Llc | 103.73 | 5,853 | 0.00% | 0.00 | 607.1 K | ||
| Woodward Inc | Circle Wealth Management, Llc | 248.45 | 2,526 | 0.00% | 0.00 | 627.6 K | ||
| Xylem Inc | Circle Wealth Management, Llc | 142.65 | 6,430 | 0.00% | 0.00 | 917.2 K | ||
| Yum Brands Inc. | Circle Wealth Management, Llc | 141.28 | 5,372 | 0.00% | 0.00 | 759.0 K | ||
| Zoom Video Communications Inc - Ordinary Shares - Class A | Circle Wealth Management, Llc | 71.57 | 20,391 | 0.01% | 0.00 | 1.5 M |