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Kerri Hicken

@Fullcircle Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$222.843MTotal holdings187
Assets growth rate9.25%Assets growth rate (2-Q avg)4.63%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fullcircle Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 187 positions.

Assets under management

The assets under management (AUM) of Fullcircle Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 222.843M in assets, with a quarterly growth rate of 9.25% and a 2-quarter average growth rate of 4.63%. The portfolio is managed by Kerri Hicken, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CCICrown Castle Inc
Recent Activity
Exited
0%
$517,014
4,902 shares@ $105.48 avg price
MMM3m Co
Recent Activity
Exited
0%
$474,434
4,595 shares@ $103.26 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$375,931
10,840 shares@ $34.68 avg price
MEDPMedpace Hldgs Inc
Recent Activity
Exited
0%
$247,458
648 shares@ $381.88 avg price
CRMSalesforce Inc
Recent Activity
Exited
0%
$200,573
803 shares@ $249.78 avg price