Circle Wealth Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$4.7T
Holdings
214
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (214 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MPWRMONOLITHIC PWR SYS INC | 497 | $294.1M | 0.01% | |
| 202 | IBITISHARES BITCOIN TRUST ETF | 5,135 | $272.4M | 0.01% | |
| 203 | ABTABBOTT LABS | 2,315 | $261.8M | 0.01% | |
| 204 | TEMTEMPUS AI INC | 7,503 | $253.3M | 0.01% | |
| 205 | RACEFERRARI N V | 574 | $243.9M | 0.01% | |
| 206 | NANNUVEEN NEW YORK QLT MUN INC | 20,808 | $237.2M | 0.01% | |
| 207 | GEGE AEROSPACE | 1,351 | $225.3M | 0.00% | |
| 208 | LMNDLEMONADE INC | 5,962 | $218.7M | 0.00% | |
| 209 | MPCMARATHON PETE CORP | 1,552 | $216.5M | 0.00% | |
| 210 | CBRECBRE GROUP INC | 1,594 | $209.3M | 0.00% | |
| 211 | CDNSCADENCE DESIGN SYSTEM INC | 679 | $204.0M | 0.00% | |
| 212 | BXBLACKSTONE INC | 1,164 | $200.7M | 0.00% | |
| 213 | CGTXCOGNITION THERAPEUTICS INC | 48,842 | $34.3M | 0.00% | |
| 214 | DRTSALPHA TAU MEDICAL LTD | 80,000 | $16.8M | 0.00% |
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