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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
NGGNational Grid Plc
Recent Activity
Decreased -9.27%
0.1%
$201,366
3,051 shares@ $66.0 avg price
HBANHuntington Bancshares Inc
Recent Activity
Decreased -11.01%
0.08%
$160,602
10,184 shares@ $15.78 avg price
FSCOFs Credit Opportunities Corp
Recent Activity
Decreased -35.18%
0.06%
$113,090
17,109 shares@ $6.61 avg price