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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FULLCIRCLE WEALTH LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0002030910-25-000003

Total Value
$260.1M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS88,923$8.6M3.55%
2BERKSHIRE HATHAWAY INC DELBRK-A12,362$6.6M2.70%
3SPDR SER TR78468R66369,683$6.4M2.63%
4SNOWFLAKE INCSNOW39,135$6.2M2.56%
5MICROSOFT CORPMSFT15,606$6.1M2.51%
6APPLE INCAAPL23,528$4.9M2.04%
7GOLDMAN SACHS ETF TRNVGLF45,311$4.5M1.87%
8ISHARES TR46428867937,325$4.1M1.70%
9BERKSHIRE HATHAWAY INC DELBRK-A5$4.0M1.64%
10UNILEVER PLCUNLYF56,442$3.6M1.47%
11ISHARES TR46434V61377,425$3.6M1.47%
12CAPITAL GRP FIXED INCM ETF T14020Y300125,958$3.4M1.41%
13ISHARES TR4642872005,866$3.2M1.34%
14SPDR SER TR78464A85448,024$3.1M1.28%
15ISHARES TR46432F33917,847$3.0M1.23%
16ISHARES TR46428730931,785$3.0M1.23%
17BLACKROCK ETF TRUSTBLK58,181$2.8M1.16%
18MANAGED PORTFOLIO SERIES56167N19191,367$2.7M1.11%
19SCHWAB STRATEGIC TR808524839114,881$2.7M1.10%
20TEXAS INSTRS INC88250810416,153$2.6M1.08%
21MEDTRONIC PLCMDT29,305$2.5M1.01%
22JPMORGAN CHASE & CO.VYLD9,318$2.3M0.93%
23BONDBLOXX ETF TRUST09789C67143,173$2.2M0.90%
24ALPHABET INCGOOG13,005$2.1M0.86%
25ACCENTURE PLC IRELANDACN7,030$2.1M0.85%
26FIRST TR EXCH TRADED FD III33739E108118,123$2.1M0.84%
27ISHARES TR46428740811,189$2.0M0.84%
28ISHARES TR46428887732,745$2.0M0.82%
29STRATEGIC TRUST48817R87063,199$2.0M0.82%
30JOHNSON & JOHNSONJNJ12,600$2.0M0.81%
31WALMART INCWMT20,461$1.9M0.80%
32BROADCOM INCAVGO10,114$1.9M0.80%
33BONDBLOXX ETF TRUST09789C770129,121$1.9M0.79%
34MASTERCARD INCORPORATEDMA3,348$1.8M0.74%
35ABBOTT LABSABLZF13,721$1.8M0.73%
36BONDBLOXX ETF TRUST09789C75434,692$1.8M0.73%
37ISHARES TR46436E86675,641$1.8M0.73%
38ENBRIDGE INCENNPF36,996$1.7M0.71%
39DISNEY WALT CO25468710619,086$1.7M0.71%
40VISA INCV4,906$1.7M0.68%
41CHEVRON CORP NEWCVX11,747$1.6M0.68%
42LOEWS CORPL19,007$1.6M0.67%
43NOVO-NORDISK A SNONOF26,038$1.6M0.67%
44ORACLE CORPORCL-PD11,347$1.6M0.65%
45HONEYWELL INTL INC4385161067,875$1.6M0.65%
46FRANCO NEV CORPFNV8,964$1.5M0.63%
47J P MORGAN EXCHANGE TRADED F46641Q83730,232$1.5M0.63%
48COMCAST CORP NEWCCZ43,928$1.5M0.61%
49ISHARES TR46436E85859,142$1.4M0.56%
50PHILIP MORRIS INTL INC7181721097,782$1.3M0.54%
51VANGUARD WELLINGTON FD9219355088,590$1.3M0.54%
52CAPITAL GROUP DIVIDEND VALUE14020W10637,494$1.3M0.54%
53PIMCO ETF TR72201R83312,962$1.3M0.54%
54STARBUCKS CORPSBUX15,424$1.3M0.53%
55ISHARES TR46428858813,568$1.3M0.52%
56ABBVIE INCABBV6,518$1.3M0.52%
57MOTOROLA SOLUTIONS INCMSI2,874$1.2M0.51%
58ISHARES TR46434VBD149,187$1.2M0.51%
59AGNICO EAGLE MINES LTDAEM10,392$1.2M0.51%
60PROLOGIS INC.PLDGP11,869$1.2M0.50%
61BONDBLOXX ETF TRUST09789C87928,993$1.2M0.50%
62ZOETIS INCZTS7,944$1.2M0.50%
63UNIFIED SER TRUFI35,997$1.2M0.50%
64TJX COS INC NEW8725401099,411$1.2M0.49%
65RTX CORPORATIONRTX9,371$1.2M0.48%
66AMERICAN EXPRESS COAXP4,384$1.2M0.48%
67MARSH & MCLENNAN COS INC5717481025,245$1.2M0.48%
68AMAZON COM INCAMZN5,946$1.1M0.46%
69UNITEDHEALTH GROUP INCUNH2,639$1.1M0.46%
70GENERAL DYNAMICS CORPGD4,061$1.1M0.45%
71CAPITAL GROUP INTL FOCUS EQT14019W10944,417$1.1M0.45%
72MCDONALDS CORPMCD3,423$1.1M0.45%
73ELI LILLY & COLLY1,234$1.1M0.45%
74ISHARES TR46428888510,390$1.1M0.44%
75ISHARES TR4642877217,564$1.1M0.44%
76EXXON MOBIL CORPXOM9,876$1.1M0.44%
77BONDBLOXX ETF TRUST09789C88728,350$1.1M0.44%
78VANGUARD WORLD FD92204A6034,367$1.1M0.44%
79EATON CORP PLCETN3,606$1.0M0.43%
80AMERICAN TOWER CORP NEW03027X1004,837$1.0M0.42%
81TRAVELERS COMPANIES INCTRV3,870$1.0M0.42%
82BLACKROCK ETF TRUST IIBLK19,224$1.0M0.41%
83TAIWAN SEMICONDUCTOR MFG LTD8740391006,035$986,1190.41%
84WEC ENERGY GROUP INCWEC8,757$950,4440.39%
85ISHARES TR4642871013,517$942,3100.39%
86NEXTERA ENERGY INCNEE-PW13,840$916,0430.38%
87PEPSICO INCPEP6,773$905,9540.37%
88BLACKSTONE SECD LENDING FDBX30,220$901,7650.37%
89AMPHENOL CORP NEW03209510111,806$895,8390.37%
90ISHARES TR46436E84139,472$888,7120.37%
91CITIGROUP INCC-PR12,986$886,6840.37%
92LINDE PLCLIN1,966$880,9200.36%
93ISHARES INC46434G76415,514$871,4210.36%
94VODAFONE GROUP PLC NEW92857W30890,825$869,1950.36%
95DIAGEO PLCDGEAF7,806$868,0270.36%
96DOLLAR GEN CORP NEW2566771059,207$851,2790.35%
97ISHARES INC46434G10315,435$831,9470.34%
98S&P GLOBAL INCSPGI1,730$829,3100.34%
99EOG RES INCEOG7,028$802,1760.33%
100CORTEVA INCCTVA12,535$771,6360.32%
101TRANE TECHNOLOGIES PLCTT2,173$763,2460.31%
102HERSHEY COHSY4,678$762,7950.31%
103GENERAL MTRS CO37045V10016,074$759,3360.31%
104LOWES COS INC5486611073,417$755,6760.31%
105ROBINHOOD MKTS INC77070010215,365$751,8090.31%
106ALPHABET INCGOOG4,521$734,3010.30%
107FEDEX CORPFDX3,428$725,0220.30%
108ADOBE INCADBE1,948$718,0720.30%
109LENNAR CORPLEN-B6,601$713,8980.29%
110SMURFIT WESTROCK PLCSW16,773$713,6910.29%
111ASML HOLDING N VASMLF1,048$705,0520.29%
112THOR INDS INC8851601019,583$700,5170.29%
113MAGNA INTL INC55922240120,439$700,4450.29%
114ELEVANCE HEALTH INCELV1,684$696,9440.29%
115ISHARES TR46436E83328,942$647,4330.27%
116GE HEALTHCARE TECHNOLOGIES IGEHC9,089$618,6880.25%
117LIBERTY GLOBAL LTDLBTYK55,724$614,0780.25%
118ISHARES TR46436E7185,862$590,0100.24%
119C H ROBINSON WORLDWIDE INCCHRW6,477$576,9710.24%
120BONDBLOXX ETF TRUST09789C81212,386$573,4720.24%
121HOME DEPOT INCHD1,591$567,8550.23%
122MONDELEZ INTL INC6092071058,693$565,9000.23%
123ARES MANAGEMENT CORPORATIONARES-PB3,529$541,2780.22%
124MERCADOLIBRE INCMELI245$541,0580.22%
125NORTHROP GRUMMAN CORPNOC1,116$539,3740.22%
126NIKE INCNKE9,399$538,6570.22%
127EMERSON ELEC COEMR5,121$535,1450.22%
128TOTALENERGIES SETTE8,737$524,9190.22%
129UNION PAC CORPUNP2,467$524,4430.22%
130ENERGY TRANSFER L PET-PI28,706$496,0400.20%
131SPDR GOLD TRGLD1,576$487,0940.20%
132BONDBLOXX ETF TRUST09789C7219,600$483,4570.20%
133BLEND LABS INCBLND146,651$472,2160.19%
134FIRST TR EXCHANGE-TRADED FD33738D30910,143$462,2170.19%
135ARCHER AVIATION INCACHR-WT52,751$449,9660.19%
136ISHARES INC4642864757,710$439,3530.18%
137SERVICENOW INCNOW447$419,0220.17%
138SHOPIFY INCSHOP4,240$417,9370.17%
139ISHARES TR4642876221,375$415,8690.17%
140NETFLIX INCNFLX369$409,7300.17%
141WORLD GOLD TRGLDW6,117$406,0460.17%
142ARES CAPITAL CORPARCC19,071$405,2590.17%
143CISCO SYS INCCSCO7,026$399,3750.16%
144REALTY INCOME CORPO6,839$391,4640.16%
145NUVEEN CR STRATEGIES INCOMENU75,568$387,6640.16%
146CME GROUP INCCME1,437$385,0010.16%
147SSGA ACTIVE TR78470P84613,583$379,9170.16%
148ISHARES TR46435GAA015,675$379,6490.16%
149ISHARES TR4642878616,260$376,5390.16%
150INVESCO EXCH TRADED FD TR IIIVZ3,900$367,0290.15%
151ISHARES GOLD TRIAU5,734$362,5610.15%
152ISHARES TR46435U51514,281$361,4520.15%
153INVESCO EXCHANGE TRADED FD TIVZ7,801$355,8820.15%
154INVESCO EXCHANGE TRADED FD TIVZ2,068$347,2590.14%
155ISHARES TR4642886533,371$345,1900.14%
156ISHARES TR46436E82515,672$343,2950.14%
157ISHARES TR46432F3961,631$338,8570.14%
158PROCTER AND GAMBLE CO7427181092,032$328,8790.14%
159ISHARES TR46434V8039,160$328,0200.14%
160ISHARES TR46435UAA913,382$323,9780.13%
161DIAMONDBACK ENERGY INCFANG2,300$316,9860.13%
162UGI CORP NEW9026811059,690$316,6690.13%
163SPDR SER TR78468R2009,992$307,1540.13%
164NVIDIA CORPORATIONNVDA2,816$306,1840.13%
165CACI INTL INC127190304672$301,6070.12%
166TIDAL TRUST III45259A84514,099$301,0350.12%
167THERMO FISHER SCIENTIFIC INCTMO702$295,7810.12%
168INNODATA INCINOD7,663$292,9560.12%
169MSCI INCMSCI544$291,0130.12%
170AIRBNB INCABNB2,345$289,1390.12%
171PLAINS ALL AMERN PIPELINE L72650310515,665$286,8260.12%
172FIRST SOLAR INCFSLR2,010$282,8670.12%
173STRYKER CORPORATIONSYK766$280,7310.12%
174AMERICAN ELEC PWR CO INC0255371012,621$280,6040.12%
175ISHARES TR4642881093,523$275,9210.11%
176ISHARES TR46436E59313,813$273,3590.11%
177ISHARES TR46429B6555,359$272,7200.11%
178ISHARES TR4642882812,888$261,3060.11%
179LEIDOS HOLDINGS INCLDOS1,761$256,6660.11%
180INTUITINTU414$255,9470.11%
181THE CIGNA GROUP125523100760$254,4630.10%
182AUTOMATIC DATA PROCESSING INADP862$253,0570.10%
183CARLISLE COS INC142339100670$252,5900.10%
184HUBBELL INCHUBB704$252,0180.10%
185APPLIED MATLS INC0382221051,664$250,9150.10%
186WORKDAY INCWDAY1,046$250,8520.10%
187ALCON AGALC2,630$250,6920.10%
188VERTIV HOLDINGS COVRT2,900$249,8350.10%
189REPUBLIC SVCS INC7607591001,012$249,0630.10%
190AON PLCAON725$249,0160.10%
191EMCOR GROUP INCEME605$248,2070.10%
192DARDEN RESTAURANTS INCDRI1,236$247,6570.10%
193INTERNATIONAL FLAVORS&FRAGRA4595061013,213$245,1460.10%
194CURTISS WRIGHT CORPCW715$242,0350.10%
195INTERCONTINENTAL EXCHANGE IN45866F1041,480$241,9500.10%
196SANOFISNYNF4,575$241,3770.10%
197ROPER TECHNOLOGIES INCROP437$241,2020.10%
198ISHARES TR46429B3335,502$240,9330.10%
199BROADRIDGE FINL SOLUTIONS IN11133T1031,012$240,0260.10%
200ISHARES TR4642872262,401$237,3870.10%
201GALLAGHER ARTHUR J & CO363576109733$237,3530.10%
202BROWN & BROWN INCBRO2,066$237,3420.10%
203RB GLOBAL INCRBA2,382$235,2230.10%
204STERIS PLCSTE1,042$234,7210.10%
205GRAINGER W W INC384802104230$232,6240.10%
206ITT INCITT1,668$229,2330.09%
207NVENT ELECTRIC PLCNVT4,199$229,0970.09%
208AMDOCS LTDDOX2,637$228,8390.09%
209JACOBS SOLUTIONS INCJ1,853$226,8260.09%
210RESMED INCRSMDF968$226,6480.09%
211TELEDYNE TECHNOLOGIES INCTDY489$226,4270.09%
212FTI CONSULTING INCFCN1,390$225,7920.09%
213FISERV INCFISV1,251$222,7160.09%
214PRIMERICA INCPRI840$221,9950.09%
215INGERSOLL RAND INCIR2,951$220,7350.09%
216PARKER-HANNIFIN CORPPH369$220,3260.09%
217GRACO INCGGG2,696$219,2390.09%
218FACTSET RESH SYS INC303075105512$216,5250.09%
219AMETEK INCAME1,301$216,3430.09%
220NORFOLK SOUTHN CORP655844108972$215,5220.09%
221TEXAS ROADHOUSE INCTXRH1,290$214,9910.09%
222WATSCO INCWSO-B470$214,2170.09%
223BECTON DICKINSON & COBDX1,045$213,8380.09%
224AIR PRODS & CHEMS INCAIIR793$213,6740.09%
225DUKE ENERGY CORP NEWDUKB1,738$209,7240.09%
226ISHARES TR46436E2058,920$206,7660.09%
227DUPONT DE NEMOURS INCDD3,137$205,9840.08%
228NATIONAL GRID PLCNMPWP2,824$205,7280.08%
229TRACTOR SUPPLY COTSCO4,184$205,0160.08%
230FRANKLIN ELEC INCFELE2,297$203,6290.08%
231SS&C TECHNOLOGIES HLDGS INCSSNC2,764$202,8220.08%
232ISHARES TR4642872344,653$202,5450.08%
233MARVELL TECHNOLOGY INCMRVL3,450$202,5150.08%
234JOBY AVIATION INCJOBY-WT31,000$199,9500.08%
235SOFI TECHNOLOGIES INCSOFI13,300$175,5600.07%
236NU HLDGS LTDNU13,863$168,2970.07%
237PETROLEO BRASILEIRO SA PETRO71654V40812,400$142,7240.06%
238SKY HARBOUR GROUP CORPORATIOSKYH-WT11,735$128,0290.05%
239CION INVT CORP17259U20412,214$123,8500.05%
240VALE S AVALE12,700$121,9200.05%
241FS CREDIT OPPORTUNITIES CORPFSCO17,109$116,1700.05%
242SIMILARWEB LTDSMWB14,140$106,1910.04%
243RECURSION PHARMACEUTICALS INRXRX17,405$101,6450.04%
244OPTEX SYS HLDGS INC68384X20913,484$83,0610.03%
245LITHIUM AMERS CORP NEWLTUM20,228$57,0430.02%
246NUVEEN CR STRATEGIES INCOMENU66,620$1470.00%