Appleton Group, LLC Portfolio Holdings by Sector
Appleton Group, LLC
- $28.6 Million
- Q3 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD SCHZ IJH IWD SPY SCHG IWN SCHA 12 stocks |
$23,981
83.79% of portfolio
|
  7  
|
  4  
|
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SPLK PATH 2 stocks |
$582
2.03% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$454
1.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$388
1.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$359
1.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$356
1.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
HQY 1 stocks |
$356
1.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
STX 1 stocks |
$295
1.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Electronic Components | Technology
OLED 1 stocks |
$285
1.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Publishing | Communication Services
WLY 1 stocks |
$281
0.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$272
0.95% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$270
0.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
SCSC 1 stocks |
$266
0.93% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$252
0.88% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
NIC 1 stocks |
$224
0.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|