Appleton Partners Inc Purchases in Q2 2025

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
10.1K
+ 814.46%
$721.65 - $1040.18 $7.28M - $10.5M
11.3K $11.6M
SPOT
Spotify Technology S.A.

Communication Services
12.9K
New
$503.3 - $775.9 $6.5M - $10M
12.9K $9.92M
META
Meta Platforms, Inc.

Communication Services
697
+ 2.18%
$484.66 - $738.09 $338K - $514K
32.6K $24.1M
NVDA
Nvidia Corp

Technology
1.23K
+ 1.47%
$94.31 - $157.99 $116K - $195K
85.3K $13.5M
MS
Morgan Stanley

Financial Services
168
+ 0.11%
$99.83 - $140.86 $16.8K - $23.7K
155K $21.8M
COF
Capital One Financial Corp

Financial Services
17.2K
New
$150.57 - $212.76 $2.59M - $3.66M
17.2K $3.66M
GOOG
Alphabet Inc.

Communication Services
451
+ 0.29%
$146.58 - $180.01 $66.1K - $81.2K
155K $27.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.1K
+ 10.23%
$57.46 - $75.58 $869K - $1.14M
163K $12.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
9.72K
New
$248.61 - $294.96 $2.42M - $2.87M
9.72K $2.74M
DGX
Quest Diagnostics Inc

Healthcare
11.1K
+ 137.72%
N/A
19.1K $3.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.24K
+ 23.78%
$483.48 - $539.8 $3.01M - $3.37M
32.5K $15.8M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
797
+ 0.18%
N/A
435K $17.2M
IEMG
Ishares Inc

ETFs
2.46K
+ 0.94%
N/A
264K $15.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
475
+ 0.23%
$45.98 - $56.15 $21.8K - $26.7K
207K $11.6M
ADSK
Autodesk, Inc.

Technology
196
+ 0.79%
N/A
25K $7.75M
WELL
Welltower Inc.

Real Estate
7.8K
+ 9.56%
$136.49 - $155.22 $1.06M - $1.21M
89.4K $13.7M
ICE
Intercontinental Exchange, Inc.

Financial Services
600
+ 0.62%
$151.62 - $183.47 $91K - $110K
96.9K $17.8M
BX
Blackstone Inc.

Financial Services
323
+ 0.33%
$120.07 - $151.11 $38.8K - $48.8K
97.5K $14.6M
CMCSA
Comcast Corp

Communication Services
27.8K
+ 459.02%
$32.84 - $36.72 $912K - $1.02M
33.8K $1.21M
NKE
Nike, Inc.

Consumer Cyclical
12.8K
+ 377.31%
$53.27 - $72.04 $682K - $922K
16.2K $1.15M
SYK
Stryker Corp

Healthcare
382
+ 1.31%
$337.37 - $395.63 $129K - $151K
29.5K $11.7M
BNL
Broadstone Net Lease, Inc.

Real Estate
36.6K
New
$14.72 - $17.13 $538K - $627K
36.6K $587K
IVV
Ishares Core S&P 500 ETF

ETFs
440
+ 8.87%
$498.8 - $620.9 $219K - $273K
5.4K $3.35M
Te Connectivity PLC
124
+ 0.77%
N/A
16.2K $2.74M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.18K
+ 35.29%
$39.89 - $49.46 $286K - $355K
27.5K $1.36M
GLW
Corning Inc

Technology
1.84K
+ 4.37%
$39.07 - $52.59 $71.9K - $96.8K
43.9K $2.31M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
790
+ 0.9%
$89.28 - $103.8 $70.5K - $82K
88.5K $9.18M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.5K
+ 4.29%
$24.98 - $25.66 $313K - $322K
304K $7.79M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.64K
+ 2.96%
$50.09 - $51.09 $182K - $186K
127K $6.47M
EEMV
Ishares Msci Emerging Markets

ETFs
4.99K
New
$54.12 - $62.8 $270K - $313K
4.99K $313K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.03K
+ 2.19%
$32.62 - $33.58 $197K - $202K
281K $9.44M
TT
Trane Technologies PLC

Industrials
305
+ 20.28%
$315.21 - $437.41 $96.1K - $133K
1.81K $791K
CSCO
Cisco Systems, Inc.

Technology
1.44K
+ 7.43%
$53.19 - $69.38 $76.8K - $100K
20.9K $1.45M
FPX
First Trust Us Equity Opportun

ETFs
1.72K
New
$99.2 - $144.91 $170K - $249K
1.72K $249K
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.6K
New
$16.93 - $17.81 $230K - $242K
13.6K $242K
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.25K
New
$26.66 - $33.09 $193K - $240K
7.25K $239K
TSLA
Tesla, Inc.

Consumer Cyclical
731
New
$221.86 - $362.89 $162K - $265K
731 $232K
XLP
Consumer Staples Sector Spdr

ETFs
2.82K
+ 72.08%
N/A
6.73K $545K
SPTN
Spartan Nash CO

Consumer Defensive
8K
New
$17.62 - $26.57 $141K - $213K
8K $212K
GLD
Spdr Gold Trust

ETFs
520
+ 18.16%
$273.71 - $316.29 $142K - $164K
3.38K $1.03M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.86K
New
$35.77 - $42.27 $174K - $205K
4.86K $205K
NTRS
Northern Trust Corp

Financial Services
1.62K
New
$84.45 - $126.79 $136K - $205K
1.62K $205K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.13K
New
$85.42 - $94.39 $182K - $201K
2.13K $200K
ROL
Rollins Inc

Consumer Cyclical
1.12K
+ 2.11%
$50.65 - $58.58 $56.7K - $65.6K
54.2K $3.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
169
+ 14.85%
$456.74 - $568.03 $77.2K - $96K
1.31K $742K
XLC
Select Sector Spdr Tr Communic

ETFs
84
+ 0.7%
$86.13 - $108.53 $7.23K - $9.12K
12.1K $1.31M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.84K
+ 38.66%
$22.92 - $28.05 $88.1K - $108K
13.8K $387K
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.55%
$243.75 - $303.93 $5.36K - $6.69K
4.03K $1.23M
FNDF
Schwab Fundamental Intl Large

ETFs
1.63K
+ 12.32%
$32.25 - $40.02 $52.5K - $65.1K
14.8K $594K
Activity Summary
Buys All Purchases 80 New Holdings 13 Increased Positions 67 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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