Appleton Partners Inc Purchases in Q3 2025

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CDNS
Cadence Design Systems Inc

Technology
37.7K
New
$309.46 - $373.37 $11.7M - $14.1M
37.7K $13.2M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
137K
New
$43.07 - $91.37 $5.89M - $12.5M
137K $12.5M
LLY
Eli Lilly & CO

Healthcare
13.6K
+ 293.6%
$625.65 - $812.69 $8.5M - $11M
18.2K $13.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
124
+ 0.03%
$121.46 - $130.92 $15.1K - $16.2K
429K $56M
NVDA
Nvidia Corp

Technology
3.41K
+ 3.99%
$153.3 - $186.58 $522K - $635K
88.7K $16.5M
HD
Home Depot, Inc.

Consumer Cyclical
715
+ 1.12%
$357.4 - $423.42 $256K - $303K
64.7K $26.2M
FPE
First Tr Pfd Secs & Income ETF

ETFs
148K
+ 1085.01%
$17.81 - $18.39 $2.63M - $2.72M
161K $2.94M
HLI
Houlihan Lokey, Inc.

Financial Services
10.8K
New
$181.55 - $209.19 $1.97M - $2.27M
10.8K $2.23M
WELL
Welltower Inc.

Real Estate
150
+ 0.17%
$150.71 - $178.14 $22.6K - $26.7K
89.6K $16M
BX
Blackstone Inc.

Financial Services
479
+ 0.49%
$152.77 - $188.68 $73.2K - $90.4K
97.9K $16.7M
IEMG
Ishares Inc

ETFs
4.95K
+ 1.88%
N/A
269K $17.7M
JNJ
Johnson & Johnson

Healthcare
29
+ 0.06%
$155.17 - $185.42 $4.5K - $5.38K
47K $8.72M
CW
Curtiss Wright Corp

Industrials
164
+ 0.72%
$472.43 - $542.94 $77.5K - $89K
22.9K $12.4M
IBB
Ishares Biotechnology ETF

ETFs
19
+ 0.03%
$127.63 - $144.37 $2.42K - $2.74K
73.9K $10.7M
NKE
Nike, Inc.

Consumer Cyclical
16.9K
+ 104.25%
$69.24 - $79.24 $1.17M - $1.34M
33.1K $2.31M
SCHA
Schwab Strategic Tr Us Small C

ETFs
165
+ 0.04%
$25.29 - $28.33 $4.17K - $4.67K
442K $12.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.2K
+ 4.82%
$50.47 - $50.74 $1.12M - $1.13M
483K $24.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.8K
+ 0.67%
$21.69 - $23.34 $126K - $135K
864K $20.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.17K
+ 3.61%
$459.11 - $506.91 $537K - $593K
33.6K $16.9M
XLU
Utilities Sector Spdr

ETFs
7.44K
+ 12.72%
$81.14 - $87.32 $604K - $650K
65.9K $5.75M
JPSE
J P Morgan Diversified Return

ETFs
3.11K
+ 1.71%
$45.04 - $50.93 $140K - $159K
185K $9.23M
MAA
Mid America Apartment Communities Inc.

Real Estate
6.55K
New
$138.38 - $153.2 $906K - $1M
6.55K $915K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.89K
+ 1.35%
N/A
441K $18.1M
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 3.7%
$695.21 - $791.73 $838K - $954K
33.8K $24.8M
XLK
Technology Sector Spdr

ETFs
1.3K
+ 10.7%
$250.97 - $282.66 $327K - $368K
13.5K $3.8M
MNST
Monster Beverage Corp

Consumer Defensive
1.7K
+ 1.42%
$58.65 - $67.31 $99.9K - $115K
122K $8.21M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.2K
+ 1.36%
$103.48 - $109.86 $124K - $132K
89.7K $9.73M
HSY
Hershey CO

Consumer Defensive
287
+ 1.25%
$161.95 - $193.45 $46.5K - $55.5K
23.3K $4.35M
DGX
Quest Diagnostics Inc

Healthcare
1.1K
+ 5.76%
N/A
20.2K $3.86M
ORCL
Oracle Corp

Technology
438
+ 9.41%
$218.96 - $328.33 $95.9K - $144K
5.09K $1.43M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.86K
+ 7.11%
$69.9 - $78.26 $130K - $146K
28.1K $2.19M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.7K
+ 3.84%
$25.21 - $25.99 $295K - $304K
316K $8.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.64K
New
$192.76 - $203.86 $316K - $334K
1.64K $334K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.63K
+ 2.36%
$33.26 - $34.01 $221K - $226K
288K $9.76M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.42K
+ 4.8%
$50.81 - $51.07 $275K - $277K
118K $6.05M
MDT
Medtronic PLC

Healthcare
91
+ 0.28%
$87.67 - $95.74 $7.98K - $8.71K
32.9K $3.13M
VEA
Vanguard Ftse Developed Market

ETFs
2.5K
+ 6.39%
$56.02 - $60.3 $140K - $151K
41.7K $2.5M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.69K
New
$50.02 - $53.28 $235K - $250K
4.69K $245K
VIG
Vanguard Dividend Appreciation

ETFs
957
+ 28.97%
N/A
4.26K $919K
GLD
Spdr Gold Trust

ETFs
166
+ 4.91%
$300.96 - $355.47 $50K - $59K
3.55K $1.26M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
223
+ 5.05%
$284.45 - $324.95 $63.4K - $72.5K
4.64K $1.49M
MDB
Mongo Db, Inc.

Technology
712
New
$201.0 - $334.87 $143K - $238K
712 $221K
IWF
Ishares Russell 1000 Gr ETF

ETFs
160
+ 5.14%
$420.11 - $472.68 $67.2K - $75.6K
3.27K $1.53M
VOX
Vanguard Communication Service

ETFs
1.12K
New
$169.0 - $192.17 $189K - $215K
1.12K $210K
NVT
N Vent Electric PLC

Industrials
2.12K
New
$72.16 - $100.25 $153K - $213K
2.12K $209K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5.62K
+ 2.71%
$20.76 - $21.78 $117K - $122K
213K $4.59M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.64K
+ 2.87%
$50.85 - $51.35 $185K - $187K
130K $6.67M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.03K
New
$27.61 - $29.15 $194K - $205K
7.03K $205K
XLF
Financial Sector Spdr

ETFs
3.11K
+ 12.87%
$51.37 - $54.25 $160K - $169K
27.3K $1.47M
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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