Appleton Partners Inc Purchases in Q1 2025

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
2.02K
New
$89.38 - $106.18 $181K - $215K
2.02K $204K
Fidelity Wise Origin Bitcoin F
2.83K
New
N/A
2.83K $203K
MMM
3 M CO

Industrials
905
+ 26.22%
$129.7 - $155.12 $117K - $140K
4.36K $640K
WFC
Wells Fargo & Company

Financial Services
2.23K
+ 25.15%
$66.78 - $81.42 $149K - $182K
11.1K $797K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
975
+ 19.08%
$128.74 - $138.67 $126K - $135K
6.09K $826K
GLD
Spdr Gold Trust

ETFs
78
+ 2.8%
$243.19 - $288.14 $19K - $22.5K
2.86K $825K
CVX
Chevron Corp

Energy
411
+ 12.56%
$146.71 - $167.97 $60.3K - $69K
3.68K $616K
DE
Deere & CO

Industrials
200
+ 21.1%
$408.57 - $509.27 $81.7K - $102K
1.15K $539K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.14K
+ 7.96%
$72.7 - $84.32 $155K - $180K
29K $2.16M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.67K
+ 3.88%
$23.32 - $23.84 $109K - $111K
125K $2.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
224
+ 24.51%
$507.05 - $563.67 $114K - $126K
1.14K $585K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.48K
+ 1.7%
$62.72 - $71.92 $155K - $178K
148K $9.32M
RTX
Raytheon Technologies Corp

Industrials
79
+ 1.8%
$114.1 - $135.66 $9.01K - $10.7K
4.47K $593K
VIG
Vanguard Dividend Appreciation

ETFs
450
+ 15.24%
N/A
3.4K $660K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.09K
+ 4.36%
$20.7 - $21.15 $126K - $129K
146K $3.02M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
9.3K
+ 4.26%
$19.04 - $20.15 $177K - $187K
227K $4.33M
WEC
Wec Energy Group, Inc.

Utilities
119
+ 3.06%
$92.12 - $108.98 $11K - $13K
4.01K $437K
GLDM
World Gold Trust

ETFs
44
+ 0.79%
$52.19 - $61.89 $2.3K - $2.72K
5.63K $348K
VTV
Vanguard Value ETF

ETFs
292
+ 18.62%
$167.73 - $179.21 $49K - $52.3K
1.86K $321K
VZ
Verizon Communications Inc

Communication Services
56
+ 0.61%
$37.81 - $46.49 $2.12K - $2.6K
9.19K $417K
IEFA
Ishares Tr

ETFs
200
+ 3.83%
$69.57 - $78.65 $13.9K - $15.7K
5.42K $410K
PFE
Pfizer Inc

Healthcare
1.79K
+ 18.58%
$25.01 - $27.13 $44.7K - $48.5K
11.4K $289K
CHD
Church & Dwight CO Inc

Consumer Defensive
33
+ 0.77%
$101.42 - $113.2 $3.35K - $3.74K
4.32K $476K
Te Connectivity PLC
324
+ 2.05%
N/A
16.1K $2.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
600
+ 14.58%
$51.45 - $58.51 $30.9K - $35.1K
4.72K $244K
IBB
Ishares Biotechnology ETF

ETFs
2.58K
+ 3.4%
$127.9 - $140.56 $330K - $363K
78.4K $10M
CRH.L
Crh PLC

Basic Materials
1.79K
+ 4.84%
N/A
38.8K $3.42M
RLI
Rli Corp

Financial Services
2.67K
+ 100.0%
$71.75 - $163.21 $191K - $435K
5.33K $428K
CAT
Caterpillar Inc

Industrials
126
+ 7.67%
$326.75 - $407.63 $41.2K - $51.4K
1.77K $583K
QQQ
Invesco Qqq Trust, Series 1

ETFs
178
+ 7.15%
$468.34 - $539.52 $83.4K - $96K
2.67K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.58K
+ 8.05%
$24.91 - $29.02 $139K - $162K
74.9K $1.88M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
889
+ 1.02%
$97.76 - $107.35 $86.9K - $95.4K
87.7K $8.82M
IVV
Ishares Core S&P 500 ETF

ETFs
29
+ 0.59%
$554.06 - $615.85 $16.1K - $17.9K
4.96K $2.79M
JPSE
J P Morgan Diversified Return

ETFs
5.35K
+ 3.02%
$42.78 - $48.51 $229K - $259K
182K $7.95M
LMT
Lockheed Martin Corp

Industrials
254
+ 1.62%
$423.19 - $506.29 $107K - $129K
15.9K $7.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.2K
+ 3.74%
$23.16 - $27.04 $375K - $438K
449K $10.5M
HD
Home Depot, Inc.

Consumer Cyclical
1.84K
+ 2.95%
$347.25 - $424.87 $638K - $780K
64.1K $23.5M
ADSK
Autodesk, Inc.

Technology
25
+ 0.1%
N/A
24.8K $6.5M
MS
Morgan Stanley

Financial Services
1.7K
+ 1.11%
$111.68 - $141.08 $190K - $240K
155K $18.1M
DIS
Walt Disney CO

Communication Services
120
+ 0.12%
$96.87 - $114.0 $11.6K - $13.7K
98K $9.68M
EVR
Evercore Inc.

Financial Services
3.55K
+ 11.31%
$190.28 - $291.27 $676K - $1.03M
35K $6.99M
BX
Blackstone Inc.

Financial Services
1.37K
+ 1.43%
$136.53 - $186.74 $187K - $255K
97.1K $13.6M
MSFT
Microsoft Corp

Technology
2.7K
+ 2.26%
$375.39 - $447.2 $1.01M - $1.21M
122K $45.9M
MRVL
Marvell Technology, Inc.

Technology
14.8K
+ 10.82%
$61.57 - $126.06 $909K - $1.86M
151K $9.31M
Activity Summary
Buys All Purchases 95 New Holdings 9 Increased Positions 86 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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