Appleton Partners Inc Sells in Q2 2025

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.03K
- 1.42%
$172.42 - $223.89 $867K - $1.13M
349K $71.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.37K
- 3.8%
$390.26 - $489.06 $533K - $668K
34.5K $14M
XLE
Energy Sector Spdr

ETFs
-429
- 0.16%
$76.44 - $94.13 $32.8K - $40.4K
273K $23.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-182
- 0.38%
$310.86 - $348.77 $56.6K - $63.5K
48.3K $15.5M
PEP
Pepsico Inc

Consumer Defensive
-2.54K
- 4.98%
$128.02 - $151.37 $325K - $385K
48.5K $6.41M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-3.4K
- 7.53%
$102.31 - $124.7 $348K - $424K
41.8K $4.39M
PG
Procter & Gamble CO

Consumer Defensive
-2.41K
- 3.65%
$157.66 - $172.39 $380K - $416K
63.7K $10.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-21.7K
- 4.5%
$50.36 - $50.68 $1.09M - $1.1M
461K $23.3M
ZTS
Zoetis Inc.

Healthcare
-2.19K
- 2.63%
$144.41 - $170.3 $316K - $373K
80.9K $12.6M
DHR
Danaher Corp

Healthcare
-2.1K
- 3.57%
$174.64 - $205.16 $367K - $431K
56.8K $11.2M
JNJ
Johnson & Johnson

Healthcare
-1.07K
- 2.22%
$146.36 - $159.82 $156K - $170K
47K $7.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.09K
- 5.81%
$285.55 - $321.23 $312K - $351K
17.7K $5.17M
IBB
Ishares Biotechnology ETF

ETFs
-4.49K
- 5.73%
$112.02 - $129.0 $503K - $579K
73.9K $9.35M
XOM
Exxon Mobil Corp

Energy
-1.54K
- 4.7%
$99.93 - $119.04 $154K - $184K
31.3K $3.38M
WSO
Watsco Inc

Industrials
-85
- 1.25%
$421.84 - $520.66 $35.9K - $44.3K
6.72K $2.97M
V
Visa Inc.

Financial Services
-2.46K
- 2.83%
$308.27 - $373.31 $758K - $918K
84.5K $30M
RSG
Republic Services, Inc.

Industrials
-2.73K
- 5.91%
$227.2 - $258.07 $619K - $703K
43.4K $10.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-9.13K
- 7.47%
$50.52 - $50.92 $461K - $465K
113K $5.76M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.14K
- 47.0%
$376.48 - $440.65 $430K - $504K
1.29K $568K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.77K
- 9.56%
$55.13 - $75.25 $153K - $208K
26.2K $1.8M
AMGN
Amgen Inc

Healthcare
-398
- 6.06%
$262.28 - $309.85 $104K - $123K
6.17K $1.72M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-13K
- 5.72%
$18.11 - $18.97 $236K - $247K
214K $4.04M
MDT
Medtronic PLC

Healthcare
-2.09K
- 6.0%
$80.68 - $88.86 $169K - $186K
32.8K $2.86M
LLY
Eli Lilly & CO

Healthcare
-62
- 1.32%
$713.71 - $898.95 $44.3K - $55.7K
4.63K $3.61M
CVX
Chevron Corp

Energy
-915
- 24.84%
$133.73 - $168.51 $122K - $154K
2.77K $396K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-501
- 25.81%
$468.22 - $566.51 $235K - $284K
1.44K $816K
SHW
Sherwin Williams CO

Basic Materials
-20
- 0.06%
$313.51 - $363.51 $6.27K - $7.27K
34.4K $11.8M
GIS
General Mills Inc

Consumer Defensive
-2.62K
- 29.55%
$50.37 - $60.97 $132K - $160K
6.25K $324K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.12K
- 4.21%
$119.13 - $135.03 $253K - $287K
48.3K $5.97M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-859
- 8.25%
$101.91 - $134.83 $87.5K - $116K
9.55K $1.2M
BR
Broadridge Financial Solutions, Inc.

Technology
-693
- 5.2%
$217.22 - $246.25 $151K - $171K
12.6K $3.07M
CL
Colgate Palmolive CO

Consumer Defensive
-1.39K
- 24.44%
$87.57 - $96.0 $121K - $133K
4.28K $389K
AMT
American Tower Corp

Real Estate
-987
- 4.36%
$203.96 - $228.19 $201K - $225K
21.6K $4.78M
HSY
Hershey CO

Consumer Defensive
-140
- 0.61%
$151.29 - $173.13 $21.2K - $24.2K
23K $3.81M
MRK
Merck & Co., Inc.

Healthcare
-525
- 6.25%
$73.47 - $87.12 $38.6K - $45.7K
7.87K $623K
EQIX
Equinix Inc

Real Estate
-92
- 3.33%
$740.07 - $914.43 $68.1K - $84.1K
2.67K $2.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
-651
- 15.06%
$91.57 - $110.76 $59.6K - $72.1K
3.67K $353K
UNP
Union Pacific Corp

Industrials
-388
- 11.59%
$208.27 - $238.46 $80.8K - $92.5K
2.96K $681K
FTV
Fortive Corp

Technology
-31
- 0.67%
$52.13 - $74.29 $1.62K - $2.3K
4.58K $239K
SYY
Sysco Corp

Consumer Defensive
-1.53K
- 4.94%
$68.0 - $75.91 $104K - $116K
29.5K $2.23M
ACN
Accenture PLC

Technology
-193
- 8.23%
$279.23 - $323.21 $53.9K - $62.4K
2.15K $643K
RLI
Rli Corp

Financial Services
-615
- 11.54%
$71.27 - $80.82 $43.8K - $49.7K
4.72K $341K
PFE
Pfizer Inc

Healthcare
-2.95K
- 25.82%
$21.59 - $24.84 $63.6K - $73.2K
8.47K $205K
SO
Southern CO

Utilities
-773
- 18.42%
$84.91 - $92.56 $65.6K - $71.5K
3.42K $314K
YUM
Yum Brands Inc

Consumer Cyclical
-220
- 5.35%
$138.36 - $161.45 $30.4K - $35.5K
3.9K $577K
TXN
Texas Instruments Inc

Technology
-968
- 20.57%
N/A
3.74K $776K
DE
Deere & CO

Industrials
-222
- 19.34%
$412.99 - $531.48 $91.7K - $118K
926 $471K
CRH.L
Crh PLC

Basic Materials
-2.3K
- 5.92%
N/A
36.5K $3.35M
WM
Waste Management Inc

Industrials
-190
- 6.73%
$216.47 - $242.1 $41.1K - $46K
2.63K $602K
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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