Appleton Group, LLC has filed its 13F form on November 08, 2023 for Q3 2023 where it was disclosed a total value porftolio of $28.6 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $15.6M, Schwab Us Aggregate Bond ETF with a value of $1.93M, Ishares Core S&P Mid Cap ETF with a value of $1.06M, Ishares Russell 1000 Val ETF with a value of $972K, and Spdr S&P 500 ETF Trust with a value of $966K.

Examining the 13F form we can see an decrease of $43M in the current position value, from $71.6M to 28.6M.

Below you can find more details about Appleton Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $28.6 Million
ETFs: $24 Million
Technology: $1.7 Million
Communication Services: $640,000
Healthcare: $626,000
Energy: $454,000
Industrials: $388,000
Consumer Cyclical: $356,000
Utilities: $252,000
Other: $224,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $28.6 Million
  • Prior Value $71.6 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 08, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 9 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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