Appleton Partners Inc Reduced Holdings in Q3 2025

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
-64.7K
- 80.01%
$141.13 - $159.19 $9.14M - $10.3M
16.2K $2.37M
MRVL
Marvell Technology, Inc.

Technology
-130K
- 97.59%
$62.31 - $84.07 $8.1M - $10.9M
3.21K $270K
NOC
Northrop Grumman Corp

Industrials
-15.9K
- 74.13%
$498.9 - $609.32 $7.91M - $9.66M
5.53K $3.37M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19.2K
- 55.72%
$404.94 - $499.99 $7.79M - $9.61M
15.3K $7.41M
LMT
Lockheed Martin Corp

Industrials
-9.16K
- 58.8%
$410.74 - $499.21 $3.76M - $4.57M
6.42K $3.2M
V
Visa Inc.

Financial Services
-4.44K
- 5.26%
$332.09 - $358.86 $1.48M - $1.59M
80.1K $27.3M
NFLX
Netflix Inc

Communication Services
-145
- 0.86%
$1147.87 - $1297.18 $166K - $188K
16.8K $20.1M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-129K
- 60.28%
$18.82 - $19.8 $2.43M - $2.56M
85.2K $1.66M
ROP
Roper Technologies Inc

Industrials
-43
- 0.19%
$495.03 - $573.0 $21.3K - $24.6K
22.6K $11.3M
DIS
Walt Disney CO

Communication Services
-1.45K
- 1.55%
$112.25 - $124.0 $163K - $180K
92.4K $10.6M
COST
Costco Wholesale Corp

Consumer Defensive
-97
- 0.93%
$915.95 - $994.57 $88.8K - $96.5K
10.3K $9.57M
AMT
American Tower Corp

Real Estate
-21
- 0.1%
$192.32 - $232.35 $4.04K - $4.88K
21.6K $4.16M
PG
Procter & Gamble CO

Consumer Defensive
-733
- 1.15%
$150.47 - $161.22 $110K - $118K
63K $9.68M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.23K
- 69.51%
$215.01 - $273.02 $480K - $610K
980 $246K
COF
Capital One Financial Corp

Financial Services
-1.76K
- 10.24%
$207.29 - $229.74 $365K - $405K
15.5K $3.28M
WSO
Watsco Inc

Industrials
-1
- 0.01%
$381.94 - $489.97 $382 - $490
6.72K $2.72M
BR
Broadridge Financial Solutions, Inc.

Technology
-662
- 5.24%
$233.75 - $266.89 $155K - $177K
12K $2.85M
CB
Chubb LTD

Financial Services
-674
- 25.59%
$265.99 - $289.59 $179K - $195K
1.96K $553K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.7K
- 19.33%
$45.6 - $46.92 $214K - $221K
19.6K $916K
AMGN
Amgen Inc

Healthcare
-794
- 12.87%
$271.18 - $309.22 $215K - $246K
5.38K $1.52M
VUG
Vanguard Growth ETF

ETFs
-494
- 37.31%
$433.97 - $484.08 $214K - $239K
830 $398K
KO
Coca Cola CO

Consumer Defensive
-1.42K
- 9.2%
$65.67 - $71.67 $93.3K - $102K
14K $929K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.81K
- 42.13%
$28.15 - $30.13 $163K - $175K
7.98K $236K
ADBE
Adobe Inc.

Technology
-63
- 1.79%
$333.65 - $392.1 $21K - $24.7K
3.46K $1.22M
CRM
Salesforce, Inc.

Technology
-232
- 9.85%
$231.66 - $273.65 $53.7K - $63.5K
2.12K $503K
ACN
Accenture PLC

Technology
-105
- 4.88%
$232.56 - $304.78 $24.4K - $32K
2.05K $505K
TXN
Texas Instruments Inc

Technology
-224
- 5.99%
N/A
3.51K $645K
ADP
Automatic Data Processing Inc

Industrials
-40
- 0.5%
$288.69 - $310.94 $11.5K - $12.4K
7.91K $2.32M
PANW
Palo Alto Networks Inc

Technology
-373
- 0.98%
$167.06 - $208.19 $62.3K - $77.7K
37.8K $7.71M
DHR
Danaher Corp

Healthcare
-710
- 1.25%
$181.46 - $212.2 $129K - $151K
56K $11.1M
EQIX
Equinix Inc

Real Estate
-64
- 2.4%
$756.7 - $811.13 $48.4K - $51.9K
2.61K $2.04M
ABT
Abbott Laboratories

Healthcare
-330
- 2.34%
$120.51 - $136.62 $39.8K - $45.1K
13.8K $1.84M
XLP
Consumer Staples Sector Spdr

ETFs
-694
- 10.32%
N/A
6.03K $473K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-245
- 2.26%
$60.9 - $70.75 $14.9K - $17.3K
10.6K $661K
GIS
General Mills Inc

Consumer Defensive
-1.07K
- 17.05%
$48.44 - $53.83 $51.6K - $57.3K
5.18K $261K
HERO
Global X Fds Video Games & Esp

ETFs
-2.25K
- 15.59%
$31.09 - $34.46 $69.8K - $77.4K
12.2K $412K
CL
Colgate Palmolive CO

Consumer Defensive
-85
- 1.99%
$79.36 - $93.33 $6.75K - $7.93K
4.2K $335K
VHT
Vanguard Health Care ETF

ETFs
-260
- 19.26%
$239.12 - $259.95 $62.2K - $67.6K
1.09K $283K
RLI
Rli Corp

Financial Services
-250
- 5.3%
$64.17 - $71.7 $16K - $17.9K
4.47K $291K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-605
- 13.84%
$133.48 - $144.38 $80.8K - $87.3K
3.77K $537K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-825
- 16.66%
$87.95 - $94.49 $72.6K - $78K
4.13K $387K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-60
- 1.59%
$185.65 - $214.38 $11.1K - $12.9K
3.71K $744K
UNP
Union Pacific Corp

Industrials
-264
- 8.92%
$214.91 - $237.16 $56.7K - $62.6K
2.7K $637K
IBM
International Business Machines Corp

Technology
-7
- 0.21%
$234.77 - $292.47 $1.64K - $2.05K
3.27K $923K
TT
Trane Technologies PLC

Industrials
-23
- 1.27%
$398.96 - $472.54 $9.18K - $10.9K
1.79K $754K
YUM
Yum Brands Inc

Consumer Cyclical
-309
- 7.93%
$139.5 - $153.94 $43.1K - $47.6K
3.59K $545K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-298
- 12.94%
$97.75 - $100.75 $29.1K - $30K
2.01K $201K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-409
- 7.75%
$42.56 - $49.08 $17.4K - $20.1K
4.87K $209K
IEFA
Ishares Tr

ETFs
-563
- 9.18%
$81.7 - $87.53 $46K - $49.3K
5.57K $486K
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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