Circle Wealth Management, LLC
Source: SEC Form 13F · as of Mar 2026Circle Wealth Management, LLC holds 13 biotech & pharma companies tracked by BioSniper, totaling $110.1M in value as of Mar 2026 (SEC Form 13F).
Companies held
13
Total value held
$110.1M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 86,374 | $79.4M |
| MRKMerck & Co., Inc. | 197,287 | $21.4M |
| JNJJOHNSON & JOHNSON | 11,511 | $2.8M |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 6,270 | $1.7M |
| PMPhilip Morris International Inc | 6,347 | $1.0M |
| REGNREGENERON PHARMACEUTICALS, INC. | 1,240 | $958K |
| NVSNovartis AG | 5,196 | $794K |
| ABBVAbbVie Inc. | 3,007 | $654K |
| AMGNAMGEN INC | 1,547 | $544K |
| ABTABBOTT LABORATORIES | 2,762 | $284K |
| ELVElevance Health Inc. | 920 | $269K |
| NVONovo Nordisk A/S | 6,076 | $223K |
| CGTXCOGNITION THERAPEUTICS INC | 48,842 | $37K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.