Appleton Partners Inc Purchases in Q4 2024

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
136K
New
$70.31 - $124.78 $9.6M - $17M
136K $15.1M
EVR
Evercore Inc.

Financial Services
31.4K
New
$247.66 - $315.67 $7.78M - $9.92M
31.4K $8.71M
FLRN
Spdr Bloomberg Investment Grad

ETFs
228K
+ 109.55%
$30.67 - $30.84 $6.98M - $7.02M
436K $13.4M
CW
Curtiss Wright Corp

Industrials
14K
New
$335.08 - $389.49 $4.69M - $5.46M
14K $4.97M
Te Connectivity PLC
15.8K
New
N/A
15.8K $2.25M
DD
Du Pont De Nemours, Inc.

Basic Materials
26.8K
New
$75.95 - $88.05 $2.04M - $2.36M
26.8K $2.05M
NVDA
Nvidia Corp

Technology
4.37K
+ 5.3%
$117.0 - $148.88 $511K - $650K
86.8K $11.7M
MUB
Ishares National Muni Bond ETF

ETFs
14.4K
+ 352.8%
$105.78 - $108.7 $1.52M - $1.56M
18.5K $1.97M
ROL
Rollins Inc

Consumer Cyclical
27.8K
+ 129.13%
$46.35 - $51.59 $1.29M - $1.44M
49.4K $2.29M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.58K
+ 4.73%
$58.39 - $67.04 $384K - $441K
145K $9.23M
BDX
Becton Dickinson & CO

Healthcare
3.99K
+ 346.66%
$220.02 - $243.75 $878K - $973K
5.14K $1.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.28M
+ 198.22%
$22.4 - $68.28 $28.6M - $87.2M
1.92M $44.5M
CTAS
Cintas Corp

Industrials
5.39K
+ 68.4%
$182.7 - $226.47 $984K - $1.22M
13.3K $2.42M
XLK
Technology Sector Spdr

ETFs
2.57K
+ 24.74%
$220.26 - $241.44 $566K - $621K
13K $3.01M
ADSK
Autodesk, Inc.

Technology
479
+ 1.97%
N/A
24.8K $7.34M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
471
New
$1146.59 - $1270.6 $540K - $598K
471 $558K
SYK
Stryker Corp

Healthcare
1.4K
+ 5.03%
$345.14 - $392.15 $483K - $549K
29.2K $10.5M
CI
Cigna Corp

Healthcare
1.61K
New
$265.59 - $358.58 $426K - $576K
1.61K $443K
VRSK
Verisk Analytics, Inc.

Industrials
261
+ 0.59%
$262.86 - $294.75 $68.6K - $76.9K
44.2K $12.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
18.6K
+ 7.56%
$32.65 - $33.68 $606K - $625K
264K $8.65M
FNDX
Schwab Fundamental U S Large C

ETFs
32.4K
+ 385.93%
$23.49 - $71.77 $760K - $2.32M
40.8K $965K
Amplify Cybersecurity ETF
75
+ 0.16%
N/A
48.4K $3.6M
XLF
Financial Sector Spdr

ETFs
4.12K
+ 18.28%
$44.89 - $51.34 $185K - $211K
26.6K $1.29M
ALL
Allstate Corp

Financial Services
1.35K
New
$181.25 - $208.2 $244K - $280K
1.35K $259K
CME
Cme Group Inc.

Financial Services
272
+ 1.64%
$221.17 - $246.02 $60.2K - $66.9K
16.8K $3.91M
XLC
Select Sector Spdr Tr Communic

ETFs
1.75K
+ 16.09%
$89.66 - $102.16 $157K - $178K
12.6K $1.22M
NOW
Service Now, Inc.

Technology
14
+ 1.03%
$867.18 - $1148.42 $12.1K - $16.1K
1.37K $1.45M
AMD
Advanced Micro Devices Inc

Technology
1.98K
New
$118.88 - $172.8 $236K - $342K
1.98K $239K
TTD
Trade Desk, Inc.

Technology
2.01K
New
$108.7 - $139.51 $218K - $280K
2.01K $236K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.12K
New
$53.94 - $58.15 $222K - $239K
4.12K $232K
ORCL
Oracle Corp

Technology
1.43K
+ 31.94%
$165.41 - $192.43 $237K - $276K
5.92K $987K
FPX
First Trust Us Equity Opportun

ETFs
1.72K
New
$109.38 - $131.9 $188K - $226K
1.72K $205K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.5K
New
$45.17 - $47.23 $203K - $213K
4.5K $204K
FNDA
Schwab Fundamental U S Small C

ETFs
12.6K
+ 218.6%
$29.26 - $59.11 $370K - $747K
18.4K $547K
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.7K
+ 4.89%
$57.53 - $60.83 $676K - $715K
252K $14.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
219K
+ 102.37%
$25.33 - $51.16 $5.54M - $11.2M
432K $11.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
52.4K
+ 310.39%
$25.93 - $105.3 $1.36M - $5.52M
69.3K $1.93M
IVE
Ishares S&P 500 Value ETF

ETFs
907
+ 70.69%
$189.5 - $206.17 $172K - $187K
2.19K $418K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
18.2K
+ 7.04%
$24.94 - $26.14 $453K - $475K
276K $6.91M
T
At&T Inc.

Communication Services
5.47K
+ 42.69%
$21.22 - $23.88 $116K - $131K
18.3K $416K
MMM
3 M CO

Industrials
1.15K
+ 49.98%
$124.74 - $137.12 $143K - $158K
3.45K $445K
APH
Amphenol Corp

Technology
599
+ 4.46%
$62.07 - $75.35 $37.2K - $45.1K
14K $974K
MA
Mastercard Inc

Financial Services
111
+ 10.34%
$491.3 - $536.15 $54.5K - $59.5K
1.18K $623K
IWF
Ishares Russell 1000 Gr ETF

ETFs
6
+ 0.19%
$370.24 - $418.94 $2.22K - $2.51K
3.15K $1.27M
FNDF
Schwab Fundamental Intl Large

ETFs
4.13K
+ 32.39%
$32.92 - $37.15 $136K - $153K
16.9K $561K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.35K
+ 2.46%
$20.98 - $21.19 $70.4K - $71.1K
140K $2.94M
BA
Boeing CO

Industrials
193
+ 11.66%
$138.14 - $180.72 $26.7K - $34.9K
1.85K $327K
WCN
Waste Connections, Inc.

Industrials
2.39K
+ 5.05%
$171.06 - $193.25 $409K - $462K
49.8K $8.54M
ACN
Accenture PLC

Technology
172
+ 5.29%
$343.9 - $376.86 $59.2K - $64.8K
3.42K $1.21M
Activity Summary
Buys All Purchases 91 New Holdings 14 Increased Positions 77 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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