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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 Q2 2025 · Filed August 5, 2025 · Accession 0002030910-25-000005

Total Value
$268.1M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT15,949$8.5M3.19%
2UNITED PARCEL SERVICE INCUPS92,182$7.8M2.92%
3ISHARES TR46428851386,556$6.9M2.59%
4SNOWFLAKE INCSNOW29,802$6.2M2.32%
5BERKSHIRE HATHAWAY INC DELBRK-A12,434$5.7M2.13%
6APPLE INCAAPL19,806$4.0M1.50%
7GOLDMAN SACHS ETF TRNVGLF38,832$3.9M1.45%
8ISHARES TR46432F33920,387$3.8M1.41%
9CAPITAL GRP FIXED INCM ETF T14020Y300130,658$3.6M1.35%
10BLACKROCK ETF TRUSTBLK62,920$3.5M1.31%
11ISHARES TR46434V61375,850$3.5M1.31%
12BERKSHIRE HATHAWAY INC DELBRK-A5$3.5M1.29%
13UNILEVER PLCUNLYF57,122$3.4M1.28%
14ISHARES TR46428730930,033$3.4M1.28%
15MANAGED PORTFOLIO SERIES56167N19199,822$3.4M1.27%
16ISHARES TR46428887752,927$3.4M1.26%
17SPDR SERIES TRUST78468R62234,646$3.4M1.25%
18TEXAS INSTRS INC88250810416,166$3.0M1.10%
19ISHARES TR46428740814,416$2.8M1.06%
20JPMORGAN CHASE & CO.VYLD9,383$2.8M1.03%
21ORACLE CORPORCL-PD10,899$2.8M1.03%
22ALPHABET INCGOOG13,411$2.6M0.98%
23SCHWAB STRATEGIC TR808524839112,161$2.6M0.97%
24BROADCOM INCAVGO8,683$2.6M0.96%
25MEDTRONIC PLCMDT28,816$2.6M0.96%
26JOHNSON & JOHNSONJNJ13,154$2.2M0.84%
27STRATEGIC TRUST48817R87064,098$2.2M0.81%
28ISHARES TR4642872003,399$2.2M0.80%
29ISHARES INC46434G10335,209$2.1M0.79%
30SPDR SERIES TRUST78464A85426,500$2.0M0.73%
31BONDBLOXX ETF TRUST09789C75437,940$2.0M0.73%
32SPDR SERIES TRUST78468R66321,122$1.9M0.72%
33MASTERCARD INCORPORATEDMA3,368$1.9M0.72%
34ACCENTURE PLC IRELANDACN7,297$1.9M0.70%
35CHEVRON CORP NEWCVX12,395$1.9M0.70%
36BONDBLOXX ETF TRUST09789C78836,520$1.8M0.68%
37BONDBLOXX ETF TRUST09789C70543,994$1.8M0.67%
38ABBOTT LABSABLZF13,776$1.8M0.67%
39HONEYWELL INTL INC4385161068,088$1.8M0.67%
40BONDBLOXX ETF TRUST09789C84635,787$1.8M0.66%
41DISNEY WALT CO25468710614,822$1.8M0.66%
42LOEWS CORPL19,008$1.8M0.66%
43ISHARES TR46436E86674,435$1.7M0.65%
44WALMART INCWMT16,965$1.7M0.63%
45ENBRIDGE INCENNPF33,847$1.6M0.59%
46CAPITAL GROUP DIVIDEND VALUE14020W10638,489$1.6M0.58%
47VISA INCV4,571$1.6M0.58%
48BLACKROCK ETF TRUSTBLK41,772$1.5M0.56%
49FRANCO NEV CORPFNV9,008$1.5M0.56%
50TAIWAN SEMICONDUCTOR MFG LTD8740391006,049$1.4M0.54%
51COMCAST CORP NEWCCZ44,059$1.4M0.54%
52VANGUARD WELLINGTON FD9219355088,046$1.4M0.53%
53STARBUCKS CORPSBUX15,739$1.4M0.53%
54ISHARES TR46428858814,919$1.4M0.52%
55EATON CORP PLCETN3,612$1.4M0.52%
56NOVO-NORDISK A SNONOF28,321$1.4M0.52%
57BONDBLOXX ETF TRUST09789C67126,976$1.4M0.51%
58VANGUARD WORLD FD92204A6034,682$1.4M0.50%
59AGNICO EAGLE MINES LTDAEM10,215$1.3M0.50%
60ISHARES TR46436E85858,474$1.3M0.50%
61ABBVIE INCABBV6,683$1.3M0.49%
62AMERICAN EXPRESS COAXP4,414$1.3M0.49%
63AMAZON COM INCAMZN6,202$1.3M0.49%
64CAPITAL GROUP INTL FOCUS EQT14019W10948,845$1.3M0.49%
65GENERAL DYNAMICS CORPGD4,162$1.3M0.49%
66AMPHENOL CORP NEW03209510111,967$1.3M0.48%
67PROLOGIS INC.PLDGP12,176$1.3M0.48%
68ZOETIS INCZTS8,419$1.3M0.48%
69BONDBLOXX ETF TRUST09789C87928,841$1.2M0.47%
70ISHARES TR4642877216,882$1.2M0.47%
71TJX COS INC NEW8725401099,630$1.2M0.46%
72UNIFIED SER TRUFI35,997$1.2M0.46%
73ISHARES TR46434VBD149,187$1.2M0.46%
74MOTOROLA SOLUTIONS INCMSI2,797$1.2M0.46%
75CITIGROUP INCC-PR13,097$1.2M0.45%
76ISHARES TR46428888510,980$1.2M0.44%
77PHILIP MORRIS INTL INC7181721097,293$1.2M0.44%
78BLACKSTONE SECD LENDING FDBX38,220$1.2M0.44%
79ISHARES TR4642871013,778$1.2M0.44%
80BONDBLOXX ETF TRUST09789C88728,935$1.1M0.42%
81ROBINHOOD MKTS INC77070010210,425$1.1M0.41%
82BONDBLOXX ETF TRUST09789C81223,801$1.1M0.41%
83BLACKROCK ETF TRUST IIBLK20,796$1.1M0.41%
84ISHARES TR46435G67221,353$1.1M0.41%
85MARSH & MCLENNAN COS INC5717481025,375$1.1M0.40%
86ELI LILLY & COLLY1,385$1.1M0.40%
87EXXON MOBIL CORPXOM9,895$1.1M0.40%
88MCDONALDS CORPMCD3,448$1.0M0.39%
89AMERICAN TOWER CORP NEW03027X1004,864$1.0M0.39%
90DOLLAR GEN CORP NEW2566771059,256$1.0M0.38%
91META PLATFORMS INCMETA1,320$1.0M0.38%
92VODAFONE GROUP PLC NEW92857W30892,619$1.0M0.38%
93TRAVELERS COMPANIES INCTRV3,861$1.0M0.38%
94PEPSICO INCPEP7,084$988,6400.37%
95S&P GLOBAL INCSPGI1,748$984,1590.37%
96WEC ENERGY GROUP INCWEC8,810$980,2460.37%
97NEXTERA ENERGY INCNEE-PW13,557$956,1470.36%
98TRANE TECHNOLOGIES PLCTT2,189$949,7480.35%
99RTX CORPORATIONRTX5,942$935,1520.35%
100LINDE PLCLIN1,985$927,9480.35%
101ALPHABET INCGOOG4,658$911,8050.34%
102THOR INDS INC8851601019,713$905,6400.34%
103ARES MANAGEMENT CORPORATIONARES-PB4,787$902,5890.34%
104HERSHEY COHSY4,728$900,2580.34%
105CORTEVA INCCTVA12,513$899,9130.34%
106GENERAL MTRS CO37045V10016,423$866,6420.32%
107MAGNA INTL INC55922240120,783$860,8320.32%
108ISHARES TR46436E84137,683$845,4180.32%
109EOG RES INCEOG7,211$843,7590.31%
110LOWES COS INC5486611073,440$804,3130.30%
111LENNAR CORPLEN-B6,758$802,6480.30%
112FEDEX CORPFDX3,518$765,1300.29%
113ASML HOLDING N VASMLF1,092$763,7010.28%
114SMURFIT WESTROCK PLCSW17,140$755,1880.28%
115C H ROBINSON WORLDWIDE INCCHRW6,553$753,7920.28%
116EMERSON ELEC COEMR5,161$736,0620.27%
117AIR PRODS & CHEMS INCAIIR2,355$677,0150.25%
118SPDR SERIES TRUST78468R40826,340$667,7190.25%
119NORTHROP GRUMMAN CORPNOC1,132$667,5970.25%
120INVESCO EXCHANGE TRADED FD TIVZ12,238$656,5690.24%
121GE HEALTHCARE TECHNOLOGIES IGEHC9,169$647,6980.24%
122ISHARES TR46436E83328,942$645,8410.24%
123DANAHER CORPORATION2358511023,262$644,1150.24%
124LIBERTY GLOBAL LTDLBTYK58,237$634,2010.24%
125NVIDIA CORPORATIONNVDA3,495$629,1000.23%
126HOME DEPOT INCHD1,611$613,4080.23%
127ONEOK INC NEWOKE7,637$609,6620.23%
128ELEVANCE HEALTH INCELV2,214$608,6040.23%
129ENERGY TRANSFER L PET-PI33,956$604,0770.23%
130BLACKROCK ETF TRUSTBLK19,254$599,9550.22%
131ADOBE INCADBE1,741$589,9380.22%
132ISHARES TR46436E7185,862$588,6030.22%
133ARROW ELECTRS INC0427351004,966$576,6020.22%
134NUVEEN CR STRATEGIES INCOMENU104,188$573,0340.21%
135ISHARES INC4642864758,913$573,0190.21%
136DIAGEO PLCDGEAF5,794$568,7970.21%
137SHOPIFY INCSHOP4,536$567,9530.21%
138SYSCO CORPSYY7,104$564,5550.21%
139MONDELEZ INTL INC6092071058,734$554,8570.21%
140UNION PAC CORPUNP2,483$551,3060.21%
141BLEND LABS INCBLND145,864$545,5310.20%
142TOTALENERGIES SETTE8,725$519,0500.19%
143CISCO SYS INCCSCO7,405$507,1900.19%
144ROPER TECHNOLOGIES INCROP915$499,9740.19%
145ARCHER AVIATION INCACHR-WT47,450$494,9040.18%
146SPDR GOLD TRGLD1,576$489,9940.18%
147BONDBLOXX ETF TRUST09789C7219,600$487,1040.18%
148ISHARES TR4642886534,781$486,2280.18%
149INTUITINTU608$477,2010.18%
150ISHARES TR46432F3961,968$476,9250.18%
151PLAINS ALL AMERN PIPELINE L72650310526,546$475,9700.18%
152FIRST TR EXCHANGE-TRADED FD33738D30910,143$465,8680.17%
153INVESCO EXCH TRADED FD TR IIIVZ4,037$465,2640.17%
154MERCADOLIBRE INCMELI194$464,7910.17%
155ISHARES TR4642876221,317$456,5380.17%
156SERVICENOW INCNOW493$455,0390.17%
157ARES CAPITAL CORPARCC19,071$427,1900.16%
158TIDAL TRUST III45259A84514,122$416,3720.16%
159CME GROUP INCCME1,447$415,4340.15%
160JOBY AVIATION INCJOBY-WT20,000$407,8000.15%
161VERTIV HOLDINGS COVRT2,900$406,5800.15%
162ISHARES TR46435G40912,050$401,0240.15%
163REALTY INCOME CORPO6,873$394,8540.15%
164SSGA ACTIVE TR78470P84613,583$386,3010.14%
165BECTON DICKINSON & COBDX2,129$380,8780.14%
166PROCTER AND GAMBLE CO7427181092,521$380,0660.14%
167INVESCO EXCHANGE TRADED FD TIVZ2,068$380,0570.14%
168ISHARES TR46435GAA015,675$378,8650.14%
169ISHARES TR4642878616,031$374,4650.14%
170ISHARES TR46435U51514,281$362,7370.14%
171UGI CORP NEW9026811059,770$360,2200.13%
172EMCOR GROUP INCEME565$355,5090.13%
173NVENT ELECTRIC PLCNVT3,915$354,2680.13%
174DIAMONDBACK ENERGY INCFANG2,385$352,4550.13%
175ISHARES TR46436E82515,672$343,1380.13%
176STRYKER CORPORATIONSYK850$324,2670.12%
177ISHARES TR46435UAA913,382$324,2460.12%
178ISHARES TR4642882813,374$314,3890.12%
179MSCI INCMSCI546$312,3340.12%
180CREDO TECHNOLOGY GROUP HOLDICRDO2,700$309,6900.12%
181WORLD GOLD TRGLDW4,625$309,1810.12%
182ISHARES GOLD TRIAU4,839$307,9540.11%
183AIRBNB INCABNB2,350$307,7560.11%
184SPDR SERIES TRUST78468R2009,992$307,1540.11%
185APPLIED MATLS INC0382221051,664$304,2120.11%
186HUBBELL INCHUBB709$304,2040.11%
187AMERICAN ELEC PWR CO INC0255371012,636$303,1400.11%
188RESMED INCRSMDF1,037$302,2230.11%
189NETFLIX INCNFLX256$299,7730.11%
190ITT INCITT1,777$296,6520.11%
191INTERCONTINENTAL EXCHANGE IN45866F1041,569$295,6780.11%
192IQVIA HLDGS INCIQV1,601$292,5830.11%
193SOFI TECHNOLOGIES INCSOFI13,400$292,2540.11%
194NORFOLK SOUTHN CORP6558441081,046$290,9140.11%
195TELEDYNE TECHNOLOGIES INCTDY526$290,4890.11%
196PARKER-HANNIFIN CORPPH398$286,1780.11%
197LEIDOS HOLDINGS INCLDOS1,772$285,2030.11%
198IDEXX LABS INC45168D104415$283,3540.11%
199CURTISS WRIGHT CORPCW568$281,9670.11%
200JACOBS SOLUTIONS INCJ2,015$281,9390.11%
201IDEX CORP45167R1041,768$279,7860.10%
202RB GLOBAL INCRBA2,537$278,6390.10%
203ICON PLCICLR1,688$278,1820.10%
204AUTOMATIC DATA PROCESSING INADP919$277,7770.10%
205SAIA INCSAIA915$275,2410.10%
206TRACTOR SUPPLY COTSCO4,618$274,7710.10%
207BOSTON SCIENTIFIC CORPBSX2,573$274,7710.10%
208ISHARES INC46434G8895,228$274,4180.10%
209ISHARES TR46436E59313,813$273,7050.10%
210ISHARES TR46429B6555,359$272,6120.10%
211ISHARES TR4642874323,088$271,9290.10%
212MARVELL TECHNOLOGY INCMRVL3,550$271,6820.10%
213BROADRIDGE FINL SOLUTIONS IN11133T1031,092$271,3180.10%
214CACI INTL INC127190304579$270,2080.10%
215FRANKLIN ELEC INCFELE2,841$266,3720.10%
216SS&C TECHNOLOGIES HLDGS INCSSNC3,080$263,0010.10%
217AMETEK INCAME1,422$262,3450.10%
218AON PLCAON727$262,0110.10%
219TEXAS ROADHOUSE INCTXRH1,394$257,5970.10%
220DARDEN RESTAURANTS INCDRI1,255$257,0370.10%
221CARLISLE COS INC142339100715$256,1130.10%
222FTI CONSULTING INCFCN1,538$255,7540.10%
223ALCON AGALC2,911$255,6440.10%
224DECKERS OUTDOOR CORPDECK2,430$255,4660.10%
225FLEX LTDFLEX5,000$254,7000.10%
226STERIS PLCSTE1,112$254,0140.09%
227INGERSOLL RAND INCIR3,194$251,0480.09%
228REPUBLIC SVCS INC7607591001,067$247,2350.09%
229PRIMERICA INCPRI931$247,0780.09%
230WATSCO INCWSO-B580$246,7960.09%
231GRACO INCGGG2,944$244,6170.09%
232AMDOCS LTDDOX2,854$244,5310.09%
233ISHARES TR46429B3335,447$238,5240.09%
234DRAFTKINGS INC NEWDKNG5,250$236,5130.09%
235WORKDAY INCWDAY1,048$235,9260.09%
236PIPER SANDLER COMPANIESPIPR734$235,5990.09%
237GRAINGER W W INC384802104250$234,5680.09%
238GALLAGHER ARTHUR J & CO363576109793$225,6960.08%
239ISHARES TR4642872262,273$225,5270.08%
240FACTSET RESH SYS INC303075105564$223,4340.08%
241J P MORGAN EXCHANGE TRADED F46641Q8374,419$223,4250.08%
242SANOFISNYNF4,627$222,3270.08%
243THE CIGNA GROUP125523100829$221,0030.08%
244DUKE ENERGY CORP NEWDUKB1,748$217,0490.08%
245BROWN & BROWN INCBRO2,294$212,6540.08%
246COSTAR GROUP INCCSGP2,195$212,5420.08%
247VANGUARD INDEX FDS922908736462$209,5630.08%
248ISHARES TR46436E2058,920$208,2820.08%
249XCEL ENERGY INCXELLL2,794$207,4270.08%
250NATIONAL GRID PLCNMPWP2,845$206,6890.08%
251PETROLEO BRASILEIRO SA PETRO71654V40814,525$185,3390.07%
252NU HLDGS LTDNU13,475$162,1040.06%
253OPTEX SYS HLDGS INC68384X20912,800$152,9600.06%
254FS CREDIT OPPORTUNITIES CORPFSCO17,109$129,6860.05%
255VALE S AVALE12,700$125,0950.05%
256SKY HARBOUR GROUP CORPORATIOSKYH-WT11,200$109,4240.04%