| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 43.1% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 21.2% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 13.1% |
| APPLE INC | 31 | Q2 2024 | 38.7% |
| MERCK & CO. INC | 31 | Q2 2024 | 7.2% |
| GOLDMAN SACHS GROUP INC | 31 | Q2 2024 | 5.7% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 2.1% |
| MICROSOFT CORP | 31 | Q2 2024 | 2.2% |
| AMAZON COM INC | 31 | Q2 2024 | 1.5% |
| PROCTER & GAMBLE CO | 31 | Q2 2024 | 2.1% |
View Circle Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Circle Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.