Appleton Partners Inc Purchases in Q4 2024

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
2.82K
+ 17.1%
$41.82 - $47.36 $118K - $134K
19.3K $809K
AME
Ametek Inc

Industrials
170
+ 12.59%
$165.89 - $197.38 $28.2K - $33.6K
1.52K $274K
XLP
Consumer Staples Sector Spdr

ETFs
707
+ 20.54%
N/A
4.15K $326K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 6.28%
$521.84 - $558.82 $28.2K - $30.2K
914 $493K
ABNB
Airbnb, Inc.

Consumer Cyclical
68
+ 1.1%
$125.36 - $147.37 $8.52K - $10K
6.27K $824K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
317
+ 7.69%
$113.92 - $127.38 $36.1K - $40.4K
4.44K $512K
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 19.14%
$39.6 - $45.21 $58.1K - $66.4K
9.14K $365K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.72K
+ 3.19%
$23.29 - $23.93 $86.7K - $89K
120K $2.82M
ABT
Abbott Laboratories

Healthcare
270
+ 1.94%
$111.93 - $119.39 $30.2K - $32.2K
14.2K $1.6M
DE
Deere & CO

Industrials
10
+ 1.07%
$389.45 - $466.0 $3.89K - $4.66K
948 $402K
CHD
Church & Dwight CO Inc

Consumer Defensive
76
+ 1.8%
$99.11 - $112.25 $7.53K - $8.53K
4.29K $449K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
20
+ 0.53%
$61.01 - $65.6 $1.22K - $1.31K
3.78K $239K
NRVTF
Noram Lithium Corp Com (Can)
75K
New
$0.06 - $0.11 $4.5K - $8.25K
75K $5K
CVX
Chevron Corp

Energy
58
+ 1.8%
$141.15 - $162.53 $8.19K - $9.43K
3.27K $474K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.71K
+ 199.97%
$27.54 - $83.04 $185K - $557K
10.1K $279K
ITW
Illinois Tool Works Inc

Industrials
32
+ 2.12%
$253.56 - $278.5 $8.11K - $8.91K
1.54K $392K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19
+ 1.95%
$209.89 - $233.24 $3.99K - $4.43K
994 $211K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.3K
+ 185.86%
$22.01 - $66.82 $227K - $689K
15.9K $360K
IEFA
Ishares Tr

ETFs
401
+ 8.32%
$70.06 - $77.43 $28.1K - $31K
5.22K $367K
WM
Waste Management Inc

Industrials
6
+ 0.21%
$201.79 - $228.46 $1.21K - $1.37K
2.88K $582K
XLB
Select Sector Spdr Fd Material

ETFs
143
+ 6.05%
$83.8 - $97.58 $12K - $14K
2.51K $211K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.58K
+ 3.17%
$49.87 - $52.46 $178K - $188K
116K $5.81M
WELL
Welltower Inc.

Real Estate
115
+ 0.44%
$123.11 - $139.3 $14.2K - $16K
26.1K $3.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.2K
+ 191.07%
$26.93 - $84.95 $435K - $1.37M
24.6K $673K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$360.37 - $416.88 $360 - $417
1.64K $596K
INTC
Intel Corp

Technology
665
+ 3.19%
$19.07 - $26.23 $12.7K - $17.4K
21.5K $431K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.2K
+ 4.89%
$19.47 - $20.95 $198K - $213K
218K $4.26M
GE
General Electric CO

Industrials
67
+ 1.83%
$159.95 - $194.23 $10.7K - $13K
3.72K $621K
AMAT
Applied Materials Inc

Technology
5
+ 0.22%
$161.44 - $213.89 $807 - $1.07K
2.32K $377K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.22%
$396.64 - $516.74 $1.59K - $2.07K
1.81K $728K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.18K
+ 3.8%
$75.1 - $82.99 $88.4K - $97.7K
32.2K $2.43M
XLE
Energy Sector Spdr

ETFs
2.89K
+ 1.14%
$83.32 - $97.27 $240K - $281K
256K $22M
ROP
Roper Technologies Inc

Industrials
482
+ 2.17%
$519.85 - $575.95 $251K - $278K
22.7K $11.8M
PANW
Palo Alto Networks Inc

Technology
18.2K
+ 74.42%
$181.96 - $405.9 $3.31M - $7.39M
42.7K $7.76M
MSFT
Microsoft Corp

Technology
238
+ 0.2%
$406.35 - $454.46 $96.7K - $108K
120K $50.4M
IEMG
Ishares Inc

ETFs
5.46K
+ 2.22%
N/A
251K $13.1M
IBB
Ishares Biotechnology ETF

ETFs
104
+ 0.14%
$131.21 - $148.85 $13.6K - $15.5K
75.8K $10M
SHW
Sherwin Williams CO

Basic Materials
705
+ 2.09%
$338.75 - $399.71 $239K - $282K
34.5K $11.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.5K
+ 0.34%
N/A
437K $14.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
434K
+ 101.81%
$18.41 - $40.87 $8M - $17.8M
861K $15.9M
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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