Circle Wealth Management, LLC Q4 2020 Filing

Filed February 18, 2021

Portfolio Value

$698.1B

Holdings

222

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (222 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
599,860$224.3B32.12%Put
2
VTIVANGUARD INDEX FDS
294,574$57.3B8.21%
3
SCHBSCHWAB STRATEGIC TR
514,070$46.8B6.70%
4
MRKMERCK & CO. INC
395,163$32.3B4.63%
5
AAPLAPPLE INC
118,709$15.8B2.26%
6
JPMJPMORGAN CHASE & CO
99,368$12.6B1.81%
7
BRK-BBERKSHIRE HATHAWAY INC DEL
34$11.8B1.69%
8
AMEAMETEK INC
93,214$11.3B1.61%
9
MSFTMICROSOFT CORP
50,085$11.1B1.60%
10
NDQINVESCO QQQ TR
34,567$10.8B1.55%
11
AONAON PLC
48,927$10.3B1.48%
12
ITWILLINOIS TOOL WKS INC
43,680$8.9B1.28%
13
AMZNAMAZON COM INC
2,487$8.1B1.16%
14
GSGOLDMAN SACHS GROUP INC
27,248$7.2B1.03%
15
XLFISELECT SECTOR SPDR TR
98,332$6.6B0.95%
16
GOOGALPHABET INC
3,639$6.4B0.91%
17
XLKSELECT SECTOR SPDR TR
46,590$6.1B0.87%
18
DISDISNEY WALT CO
32,615$5.9B0.85%
19
PNCPNC FINL SVCS GROUP INC
34,660$5.2B0.74%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
20,916$4.8B0.69%
21
CMCSACOMCAST CORP NEW
90,412$4.7B0.68%
22
IWMISHARES TR
23,113$4.5B0.65%
23
SCHXSCHWAB STRATEGIC TR
49,563$4.5B0.65%
24
PGPROCTER AND GAMBLE CO
30,273$4.2B0.60%
25
GOOGLALPHABET INC
2,388$4.2B0.60%
26
VHTVANGUARD WORLD FDS
17,832$4.0B0.57%
27
MAMASTERCARD INCORPORATED
10,987$3.9B0.56%
28
MMM3M CO
21,377$3.7B0.54%
29
DLNWISDOMTREE TR
30,541$3.3B0.47%
30
METAFACEBOOK INC
10,826$3.0B0.42%
31
TSLATESLA INC
4,157$2.9B0.42%
32
GQ9SPDR GOLD TR
16,170$2.9B0.41%
33
PLUNPLUG POWER INC
82,024$2.8B0.40%
34
CRWDCROWDSTRIKE HLDGS INC
11,966$2.5B0.36%
35
SGENUSDSEAGEN INC
14,050$2.5B0.35%
36
JNJJOHNSON & JOHNSON
14,484$2.3B0.33%
37
UNPUNION PAC CORP
10,878$2.3B0.32%
38
TRVCCITIGROUP INC
34,507$2.1B0.30%
39
VOOVANGUARD INDEX FDS
6,104$2.1B0.30%
40
CICIGNA CORP NEW
10,017$2.1B0.30%
41
PANWPALO ALTO NETWORKS INC
5,795$2.1B0.29%
42
QRVOQORVO INC
11,969$2.0B0.29%
43
VVISA INC
8,691$1.9B0.27%
44
REGNREGENERON PHARMACEUTICALS
3,675$1.8B0.25%
45
NOWSERVICENOW INC
3,172$1.7B0.25%
46
UNHUNITEDHEALTH GROUP INC
4,812$1.7B0.24%
47
FCXFREEPORT-MCMORAN INC
64,831$1.7B0.24%
48
TMOTHERMO FISHER SCIENTIFIC INC
3,585$1.7B0.24%
49
COHRII VI INC
21,044$1.6B0.23%
50
VCSHVANGUARD SCOTTSDALE FDS
19,179$1.6B0.23%
51
TMUST MOBILE US INC
11,590$1.6B0.22%
52
IHIISHARES TR
4,768$1.6B0.22%
53
COFCAPITAL ONE FINL CORP
15,772$1.6B0.22%
54
GLWCORNING INC
42,632$1.5B0.22%
55
ORCLORACLE CORP
23,220$1.5B0.22%
56
TXNTEXAS INSTRS INC
9,008$1.5B0.21%
57
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
54,800$1.5B0.21%
58
WFCWELLS FARGO CO NEW
47,814$1.4B0.21%
59
TDOCTELADOC HEALTH INC
7,137$1.4B0.20%
60
NXPINXP SEMICONDUCTORS N V
8,950$1.4B0.20%
61
HB6HIBBETT SPORTS INC
30,165$1.4B0.20%
62
XLISELECT SECTOR SPDR TR
15,647$1.4B0.20%
63
BACVERIZON COMMUNICATIONS INC
23,472$1.4B0.20%
64
MUMICRON TECHNOLOGY INC
17,865$1.3B0.19%
65
XYLXYLEM INC
13,086$1.3B0.19%
66
LHXL3HARRIS TECHNOLOGIES INC
6,821$1.3B0.18%
67
EFTEATON VANCE FLTING RATE INC
97,803$1.3B0.18%
68
PRKSSEAWORLD ENTMT INC
40,450$1.3B0.18%
69
ISIIONIS PHARMACEUTICALS INC
22,500$1.3B0.18%
70
RCLROYAL CARIBBEAN GROUP
16,868$1.3B0.18%
71
NFLXNETFLIX INC
2,288$1.2B0.18%
72
ACNACCENTURE PLC IRELAND
4,694$1.2B0.18%
73
BACBK OF AMERICA CORP
40,430$1.2B0.18%
74
CHTRCHARTER COMMUNICATIONS INC N
1,847$1.2B0.18%
75
TJXTJX COS INC NEW
16,916$1.2B0.17%
76
NVDANVIDIA CORPORATION
2,189$1.1B0.16%
77
VBVANGUARD INDEX FDS
5,732$1.1B0.16%
78
DEODIAGEO PLC
7,002$1.1B0.16%
79
AMGNAMGEN INC
4,798$1.1B0.16%
80
DISCAUSDDISCOVERY INC
36,160$1.1B0.16%
81
4I1PHILIP MORRIS INTL INC
13,120$1.1B0.16%
82
QCOMQUALCOMM INC
6,933$1.1B0.15%
83
BABAALIBABA GROUP HLDG LTD
4,485$1.0B0.15%
84
NXSTNEXSTAR MEDIA GROUP INC
9,300$1.0B0.15%
85
PGRPROGRESSIVE CORP
10,041$993.0M0.14%
86
LVSLAS VEGAS SANDS CORP
16,523$985.0M0.14%
87
NKENIKE INC
6,871$972.0M0.14%
88
ECLECOLAB INC
4,491$972.0M0.14%
89
PYPLPAYPAL HLDGS INC
4,077$955.0M0.14%
90
CCOCAMECO CORP
69,500$931.0M0.13%
91
HDBHDFC BANK LTD
12,436$899.0M0.13%
92
MSGSMADISON SQUARE GRDN SPRT COR
4,784$881.0M0.13%
93
INTCINTEL CORP
17,197$857.0M0.12%
94
ULUNILEVER PLC
14,165$855.0M0.12%
95
MGMMGM RESORTS INTERNATIONAL
26,904$848.0M0.12%
96
VUGVANGUARD INDEX FDS
3,342$847.0M0.12%
97
MCDMCDONALDS CORP
3,863$829.0M0.12%
98
IWVISHARES TR
3,663$819.0M0.12%
99
FDXFEDEX CORP
3,151$818.0M0.12%
100
AMRSEURAMYRIS INC
131,660$813.0M0.12%
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