FULLCIRCLE WEALTH LLC
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Dallas, TX
CIK
0002030910
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
187
222,843
UPS, HYG, AAPL, MSFT
13F-HR
10/29/2024
000203091024000004
Q2 2024
167
203,982
UPS, HYG, MSFT, AAPL
13F-HR
7/25/2024
000203091024000001