Circle Wealth Management, LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$7.32M1.2117,409+1.17%+$84,524.520.19
RxSight, Inc.
RXST
$8.55M0.43165,7190%+$00.22
Apple Inc.
AAPL
$1.28B0.057.45M+0.06%+$757,084.2232.46
NIKE, Inc.
NKE
$51.81M0.04551,315+0.1%+$49,245.521.32
Starbucks Corporation
SBUX
$30M0.03328,310+7%+$1.96M0.76
Dollar Tree, Inc.
DLTR
$5.62M0.0242,1720%+$00.14
Cisco Systems, Inc.
CSCO
$23.13M0.01463,375+0.28%+$64,433.840.59
Bristol-Myers Squibb Company
BMY
$12.35M0.01227,811+0.43%+$53,253.860.31
Intel Corporation
INTC
$20.73M0.01469,240-1.69%-$356,495.880.53
Eli Lilly and Company
LLY
$66.84M0.0185,916+0.19%+$125,252.171.7
CrowdStrike Holdings, Inc.
CRWD
$7.34M0.0122,883-43.44%-$5.63M0.19
The Goldman Sachs Group, Inc.
GS
$10.62M0.0125,415+0.09%+$9,606.690.27
Merck & Co., Inc.
MRK
$25.12M0.01190,395-1.69%-$432,005.280.64
Illinois Tool Works Inc.
ITW
$6.39M0.0123,800+0.35%+$22,271.390.16
Carrier Global Corporation
CARR
$3.81M0.0165,5690%+$00.1
Aon plc
AON
$4.08M0.0112,233+3.88%+$152,506.870.1
Raytheon Technologies Corporation
RTX
$6.64M0.0168,097+1.11%+$72,952.070.17
JPMorgan Chase & Co.
JPM
$15.81M<0.0178,936+0.47%+$73,310.120.4
Amazon.com, Inc.
AMZN
$49.91M<0.01276,685+0.59%+$290,592.181.27
Berkshire Hathaway Inc
BRK.A
$20.3M<0.01320%+$00.52
The Procter & Gamble Company
PG
$4.55M<0.0128,037+0.52%+$23,688.810.12
Alphabet Inc.
GOOGL
$10.31M<0.0168,309+2.04%+$205,717.600.26
Alphabet Inc.
GOOG
$9.54M<0.0162,669+1.4%+$132,009.420.24
Microsoft Corporation
MSFT
$45.4M<0.01107,911+1.24%+$555,770.771.15
Mastercard Incorporated
MA
$3.97M<0.018,240+6.09%+$227,781.190.1
iShares Core S&P Small-Cap ETF
IJR
$233.85M<0.012.12M-0.04%-$87,642.385.94
iShares S&P Mid-Cap 400 Growth ETF
IJK
$4.01M<0.0144,0000%+$00.1
iShares Core S&P Mid-Cap ETF
IJH
$261.32M<0.014.3M+400.15%+$209.07M6.64
iShares Russell 3000 ETF
IWV
$6.64M<0.0122,1190%+$00.17
iShares Core MSCI Emerging Markets ETF
IEMG
$4.7M<0.0191,0660%+$00.12
Consumer Staples Select Sector SPDR Fund
XLP
$6.8M<0.0188,998+0.19%+$12,752.150.17
Invesco QQQ Trust
QQQ
$22.31M<0.0150,257+2.9%+$629,158.460.57
iShares Russell 2000 ETF
IWM
$6.71M<0.0131,918-6.55%-$470,862.440.17
iShares Gold Trust
IAU
$33.29M<0.01792,348-0.01%-$4,201.000.85
Technology Select Sector SPDR Fund
XLK
$14.68M<0.0170,509+9.36%+$1.26M0.37
iShares Russell 1000 Growth ETF
IWF
$434.25M<0.011.29M0%+$337.0511.03
Vanguard Total Stock Market Index Fund
VTI
$74.58M<0.01286,952-0.54%-$406,743.881.89
NVIDIA Corporation
NVDA
$5.44M<0.016,019-1.28%-$70,483.240.14
iShares Russell 1000 Value ETF
IWD
$109.49M<0.01611,273-1.51%-$1.67M2.78
Vanguard Dividend Appreciation Index Fund
VIG
$11.5M<0.0163,0000%+$00.29
iShares Russell 1000 ETF
IWB
$7.9M<0.0127,421+0.29%+$22,754.120.2
Vanguard Health Care Index Fund
VHT
$7.41M<0.0127,405-3.56%-$274,035.330.19
iShares Core S&P 500 ETF
IVV
$344M<0.01654,325+2.19%+$7.38M8.74
SPDR Gold Shares
GLD
$5.15M<0.0125,0180%+$00.13
Vanguard Small Cap Index Fund
VB
$9.3M<0.0140,671-30.96%-$4.17M0.24
iShares MSCI ACWI ETF
ACWI
$20.66M<0.01187,600-7.04%-$1.56M0.53
SPDR S&P 500 ETF Trust
SPY
$439.82M<0.01840,852+2.56%+$10.98M11.17
Meta Platforms, Inc.
META
$5.03M<0.0110,349-3.79%-$198,124.230.13
Schwab U.S. Large-Cap ETF
SCHX
$6.36M<0.01102,465+0.24%+$15,328.800.16
WisdomTree U.S. LargeCap Dividend Fund
DLN
$3.7M<0.0151,2370%+$00.09