Appleton Partners Inc Sells in Q3 2024

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-376
- 3.25%
$44.06 - $50.5 $16.6K - $19K
11.2K $556K
IVV
Ishares Core S&P 500 ETF

ETFs
-181
- 3.42%
$520.18 - $576.82 $94.2K - $104K
5.11K $2.95M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-61
- 0.72%
$77.02 - $85.06 $4.7K - $5.19K
8.46K $715K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-25
- 0.15%
$92.63 - $105.69 $2.32K - $2.64K
16.9K $1.76M
ABT
Abbott Laboratories

Healthcare
-806
- 5.49%
$100.07 - $118.13 $80.7K - $95.2K
13.9K $1.58M
UNP
Union Pacific Corp

Industrials
-91
- 2.37%
$221.78 - $256.09 $20.2K - $23.3K
3.76K $926K
NKE
Nike, Inc.

Consumer Cyclical
-11
- 0.24%
$71.09 - $89.44 $782 - $984
4.56K $403K
MMM
3 M CO

Industrials
-195
- 7.81%
$99.69 - $139.42 $19.4K - $27.2K
2.3K $315K
Amplify Cybersecurity ETF
-1.71K
- 3.43%
N/A
48.3K $3.3M
CSCO
Cisco Systems, Inc.

Technology
-415
- 2.75%
$44.74 - $53.22 $18.6K - $22.1K
14.7K $781K
COST
Costco Wholesale Corp

Consumer Defensive
-513
- 3.54%
$801.83 - $917.05 $411K - $470K
14K $12.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
-375
- 1.67%
$56.47 - $63.69 $21.2K - $23.9K
22.1K $1.39M
TT
Trane Technologies PLC

Industrials
-50
- 3.03%
$314.21 - $388.71 $15.7K - $19.4K
1.6K $622K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-226
- 3.47%
$29.24 - $45.37 $6.61K - $10.3K
6.28K $283K
SYY
Sysco Corp

Consumer Defensive
-1.13K
- 4.37%
$69.16 - $78.98 $77.9K - $89K
24.7K $1.93M
IWR
Ishares Russell Mid Cap ETF

ETFs
-825
- 3.43%
$79.92 - $88.19 $65.9K - $72.8K
23.3K $2.05M
GE
General Electric CO

Industrials
-30
- 0.81%
$156.66 - $189.66 $4.7K - $5.69K
3.66K $689K
IBM
International Business Machines Corp

Technology
-452
- 10.35%
$175.1 - $223.38 $79.1K - $101K
3.92K $866K
ADP
Automatic Data Processing Inc

Industrials
-595
- 8.09%
$233.44 - $279.45 $139K - $166K
6.76K $1.87M
KO
Coca Cola CO

Consumer Defensive
-288
- 1.67%
$62.69 - $73.01 $18.1K - $21K
16.9K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-245
- 6.35%
$213.3 - $270.78 $52.3K - $66.3K
3.62K $979K
VO
Vanguard Mid Cap ETF

ETFs
-382
- 3.5%
$237.84 - $263.83 $90.9K - $101K
10.5K $2.78M
BR
Broadridge Financial Solutions, Inc.

Technology
-464
- 3.4%
$196.56 - $218.55 $91.2K - $101K
13.2K $2.84M
IWM
Ishares Russell 2000 ETF

ETFs
-1.01K
- 4.5%
$200.87 - $224.6 $204K - $228K
21.5K $4.76M
GS
Goldman Sachs Group Inc

Financial Services
-32
- 0.52%
$459.02 - $510.25 $14.7K - $16.3K
6.17K $3.05M
MDT
Medtronic PLC

Healthcare
-1.67K
- 4.64%
$76.84 - $91.03 $128K - $152K
34.2K $3.08M
NFLX
Netflix Inc

Communication Services
-582
- 2.88%
$598.55 - $722.26 $348K - $420K
19.6K $13.9M
PG
Procter & Gamble CO

Consumer Defensive
-1.48K
- 2.1%
$160.76 - $177.82 $237K - $262K
68.9K $11.9M
EMLP
First Tr Exchange Traded Iv

ETFs
-2.19K
- 1.59%
$30.38 - $34.0 $66.6K - $74.5K
135K $4.55M
IEMG
Ishares Inc

ETFs
-9.36K
- 3.67%
$53.64 - $53.64 $502K - $502K
246K $14.1M
Canadian Pacific Kansas City L
-1.5K
- 1.65%
N/A
89.7K $7.67M
JPM
Jpmorgan Chase & CO

Financial Services
-3.76K
- 2.45%
$194.9 - $224.8 $732K - $845K
149K $31.5M
WMT
Walmart Inc.

Consumer Defensive
-3.56K
- 5.27%
$66.91 - $81.4 $238K - $290K
64K $5.17M
WELL
Welltower Inc.

Real Estate
-200
- 0.76%
$104.0 - $129.74 $20.8K - $25.9K
26K $3.33M
ADSK
Autodesk, Inc.

Technology
-341
- 1.38%
$245.83 - $245.83 $83.8K - $83.8K
24.3K $6.71M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.59K
- 0.79%
$19.78 - $23.53 $31.5K - $37.4K
200K $4.62M
HERO
Global X Fds Video Games & Esp

ETFs
-4.38K
- 1.75%
$20.55 - $24.34 $90K - $107K
246K $5.98M
AJG
Arthur J. Gallagher & Co.

Financial Services
-1.55K
- 3.09%
$259.22 - $299.75 $401K - $464K
48.5K $13.7M
JNJ
Johnson & Johnson

Healthcare
-1.11K
- 1.97%
$145.48 - $167.38 $162K - $186K
55.2K $8.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-59
- 0.41%
$405.19 - $478.57 $23.9K - $28.2K
14.3K $6.56M
V
Visa Inc.

Financial Services
-1.7K
- 1.75%
$253.74 - $291.56 $431K - $495K
95.2K $26.2M
AMT
American Tower Corp

Real Estate
-802
- 3.14%
$192.27 - $242.73 $154K - $195K
24.7K $5.75M
ABBV
Abb Vie Inc.

Healthcare
-1.2K
- 2.87%
$163.84 - $199.33 $197K - $239K
40.6K $8.02M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-89
- 0.1%
$94.32 - $105.04 $8.39K - $9.35K
88.1K $9.25M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-4.95K
- 1.12%
N/A
436K $15.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.79K
- 0.42%
$36.98 - $41.55 $66.3K - $74.5K
427K $17.5M
LMT
Lockheed Martin Corp

Industrials
-492
- 3.04%
$460.3 - $584.56 $226K - $288K
15.7K $9.19M
ZTS
Zoetis Inc.

Healthcare
-1.36K
- 1.53%
$172.58 - $196.48 $235K - $267K
87.6K $17.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.4K
- 1.14%
$61.11 - $67.85 $452K - $502K
644K $43.7M
Activity Summary
Buys All Purchases 61 New Holdings 3 Increased Positions 58 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email