Appleton Partners Inc Reduced Holdings in Q2 2025

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-894
- 4.11%
$54.19 - $67.22 $48.4K - $60.1K
20.9K $1.4M
VUG
Vanguard Growth ETF

ETFs
-11
- 0.82%
$329.49 - $438.4 $3.62K - $4.82K
1.32K $580K
WFC
Wells Fargo & Company

Financial Services
-90
- 0.81%
$60.98 - $80.12 $5.49K - $7.21K
11K $883K
VGT
Vanguard Information Technolog

ETFs
-300
- 12.53%
$470.37 - $663.28 $141K - $199K
2.1K $1.39M
IBM
International Business Machines Corp

Technology
-228
- 6.5%
$221.03 - $294.78 $50.4K - $67.2K
3.28K $966K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-50
- 1.31%
$160.22 - $209.35 $8.01K - $10.5K
3.77K $790K
BAC
Bank Of America Corp

Financial Services
-3.16K
- 7.11%
$34.39 - $47.46 $109K - $150K
41.2K $1.95M
LMT
Lockheed Martin Corp

Industrials
-346
- 2.17%
$430.82 - $486.45 $149K - $168K
15.6K $7.21M
CME
Cme Group Inc.

Financial Services
-238
- 1.46%
$252.37 - $290.71 $60.1K - $69.2K
16K $4.42M
HERO
Global X Fds Video Games & Esp

ETFs
-303
- 2.06%
$23.12 - $32.73 $7.01K - $9.92K
14.4K $471K
XLU
Utilities Sector Spdr

ETFs
-450
- 0.76%
$73.09 - $82.77 $32.9K - $37.2K
58.5K $4.78M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-5
- 0.11%
$224.16 - $285.86 $1.12K - $1.43K
4.42K $1.26M
IWR
Ishares Russell Mid Cap ETF

ETFs
-260
- 1.13%
$74.88 - $91.97 $19.5K - $23.9K
22.8K $2.1M
VRSN
Verisign Inc

Technology
-50
- 1.11%
$234.49 - $288.8 $11.7K - $14.4K
4.46K $1.29M
CTAS
Cintas Corp

Industrials
-540
- 3.37%
$190.11 - $227.66 $103K - $123K
15.5K $3.45M
VRSK
Verisk Analytics, Inc.

Industrials
-1.41K
- 3.2%
$277.03 - $321.33 $391K - $454K
42.7K $13.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-25
- 0.8%
$320.42 - $424.58 $8.01K - $10.6K
3.11K $1.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-405
- 1.27%
$72.96 - $90.39 $29.5K - $36.6K
31.5K $2.82M
IWM
Ishares Russell 2000 ETF

ETFs
-480
- 2.48%
$174.82 - $215.79 $83.9K - $104K
18.9K $4.08M
VEA
Vanguard Ftse Developed Market

ETFs
-441
- 1.11%
$45.65 - $57.01 $20.1K - $25.1K
39.2K $2.23M
GE
General Electric CO

Industrials
-74
- 1.73%
$166.81 - $257.39 $12.3K - $19K
4.2K $1.08M
ORCL
Oracle Corp

Technology
-795
- 14.58%
$122.82 - $218.63 $97.6K - $174K
4.66K $1.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.07K
- 1.42%
$22.27 - $29.21 $23.7K - $31.1K
73.8K $2.16M
JPSE
J P Morgan Diversified Return

ETFs
-150
- 0.08%
$38.2 - $45.49 $5.73K - $6.82K
182K $8.29M
APH
Amphenol Corp

Technology
-1.02K
- 7.59%
$59.09 - $98.75 $60.5K - $101K
12.5K $1.23M
MNST
Monster Beverage Corp

Consumer Defensive
-1.62K
- 1.33%
$55.01 - $64.24 $89.3K - $104K
120K $7.53M
WMT
Walmart Inc.

Consumer Defensive
-2.72K
- 3.97%
$81.79 - $99.98 $223K - $272K
65.8K $6.44M
XLK
Technology Sector Spdr

ETFs
-25
- 0.2%
$179.73 - $253.23 $4.49K - $6.33K
12.2K $3.08M
Amplify Cybersecurity ETF
-1.24K
- 2.59%
N/A
46.7K $4.03M
GOOGL
Alphabet Inc.

Communication Services
-3.04K
- 5.57%
$144.7 - $178.6 $439K - $542K
51.5K $9.07M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.22K
- 1.61%
$20.42 - $25.3 $147K - $183K
441K $11.2M
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
-4.3K
- 3.29%
$15.89 - $24.02 $68.4K - $103K
126K $3.04M
GS
Goldman Sachs Group Inc

Financial Services
-95
- 1.71%
$462.22 - $707.75 $43.9K - $67.2K
5.45K $3.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
-645
- 2.96%
$496.48 - $617.85 $320K - $399K
21.2K $13.1M
VMC
Vulcan Materials CO

Basic Materials
-173
- 0.47%
$226.49 - $276.01 $39.2K - $47.7K
36.4K $9.5M
MRVL
Marvell Technology, Inc.

Technology
-18.1K
- 11.95%
$49.38 - $79.97 $893K - $1.45M
133K $10.3M
PANW
Palo Alto Networks Inc

Technology
-789
- 2.02%
$152.44 - $204.64 $120K - $161K
38.2K $7.82M
CSU.TO
Constellation Software Inc.

Technology
-25
- 1.0%
N/A
2.47K $9.08M
EVR
Evercore Inc.

Financial Services
-4.6K
- 13.14%
$163.77 - $271.5 $753K - $1.25M
30.4K $8.2M
DIS
Walt Disney CO

Communication Services
-4.22K
- 4.3%
$81.72 - $124.01 $344K - $523K
93.8K $11.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-94
- 4.14%
$4164.15 - $5789.24 $391K - $544K
2.18K $12.6M
INTU
Intuit Inc

Technology
-1.82K
- 7.6%
$544.07 - $787.63 $988K - $1.43M
22.1K $17.4M
JPM
Jpmorgan Chase & CO

Financial Services
-10.2K
- 7.3%
$210.28 - $289.91 $2.14M - $2.95M
129K $37.4M
CW
Curtiss Wright Corp

Industrials
-1.37K
- 5.67%
$283.18 - $488.55 $387K - $667K
22.7K $11.1M
MU
Micron Technology Inc

Technology
-16.9K
- 10.92%
$64.72 - $127.91 $1.09M - $2.16M
138K $17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-34.4K
- 1.81%
$19.6 - $24.44 $674K - $840K
1.86M $45.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5.04K
- 1.16%
$97.68 - $121.38 $493K - $612K
429K $52.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.56K
- 2.46%
$167.32 - $223.3 $763K - $1.02M
181K $39.7M
NFLX
Netflix Inc

Communication Services
-693
- 3.93%
$855.86 - $1339.13 $593K - $928K
16.9K $22.7M
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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