Appleton Partners Inc Reduced Holdings in Q1 2025

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
-170
- 0.73%
$82.81 - $92.93 $14.1K - $15.8K
23K $1.96M
APH
Amphenol Corp

Technology
-530
- 3.78%
$61.62 - $78.55 $32.7K - $41.6K
13.5K $885K
NKE
Nike, Inc.

Consumer Cyclical
-583
- 14.66%
$63.29 - $81.72 $36.9K - $47.6K
3.39K $215K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.48K
- 10.88%
$42.5 - $46.71 $106K - $116K
20.3K $921K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.67K
- 21.74%
$32.9 - $37.45 $121K - $137K
13.2K $477K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-255
- 1.51%
$57.21 - $65.8 $14.6K - $16.8K
16.6K $970K
XLF
Financial Sector Spdr

ETFs
-2.4K
- 9.02%
$47.32 - $52.19 $114K - $125K
24.2K $1.21M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-715
- 12.54%
$78.45 - $87.45 $56.1K - $62.5K
4.99K $397K
TT
Trane Technologies PLC

Industrials
-51
- 3.28%
$332.0 - $400.86 $16.9K - $20.4K
1.5K $507K
Spdr Msci Emerging Markets Str
-1.35K
- 8.4%
N/A
14.7K $846K
XLC
Select Sector Spdr Tr Communic

ETFs
-615
- 4.88%
$94.84 - $105.31 $58.3K - $64.8K
12K $1.16M
YUM
Yum Brands Inc

Consumer Cyclical
-1.18K
- 22.24%
$123.25 - $162.53 $145K - $191K
4.12K $648K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-140
- 3.15%
$102.49 - $119.96 $14.3K - $16.8K
4.3K $450K
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.07%
$271.18 - $303.12 $814 - $909
4.01K $1.1M
CSX
Csx Corp

Industrials
-260
- 1.39%
$29.11 - $33.67 $7.57K - $8.75K
18.5K $544K
LOW
Lowes Companies Inc

Consumer Cyclical
-60
- 1.86%
$222.66 - $268.42 $13.4K - $16.1K
3.17K $739K
VBR
Vanguard Small Cap Value ETF

ETFs
-183
- 10.11%
$183.02 - $207.75 $33.5K - $38K
1.63K $303K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-235
- 2.7%
$28.62 - $36.65 $6.73K - $8.61K
8.47K $242K
DFS
Discover Financial Services

Financial Services
-50
- 0.29%
$152.99 - $203.25 $7.65K - $10.2K
17.1K $2.91M
UNP
Union Pacific Corp

Industrials
-347
- 9.39%
$225.21 - $254.42 $78.1K - $88.3K
3.35K $791K
IWN
Ishares Russell2000 Val ETF

ETFs
-94
- 3.29%
$149.27 - $169.4 $14K - $15.9K
2.77K $417K
BA
Boeing CO

Industrials
-218
- 11.8%
$148.15 - $186.25 $32.3K - $40.6K
1.63K $278K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-310
- 2.89%
$120.5 - $145.97 $37.4K - $45.3K
10.4K $1.37M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.31K
- 16.3%
$69.81 - $78.9 $91.5K - $103K
6.73K $524K
HON
Honeywell International Inc

Industrials
-43
- 2.09%
$202.75 - $226.52 $8.72K - $9.74K
2.02K $427K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-32
- 0.83%
$175.5 - $209.86 $5.62K - $6.72K
3.82K $693K
JPM
Jpmorgan Chase & CO

Financial Services
-3.4K
- 2.38%
$225.19 - $279.95 $766K - $952K
139K $34.2M
ITW
Illinois Tool Works Inc

Industrials
-89
- 5.76%
$244.9 - $274.48 $21.8K - $24.4K
1.46K $361K
TRV
Travelers Companies, Inc.

Financial Services
-291
- 14.08%
$232.43 - $265.13 $67.6K - $77.2K
1.78K $470K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-665
- 12.86%
$75.32 - $84.77 $50.1K - $56.4K
4.51K $368K
EOG
Eog Resources Inc

Energy
-362
- 9.92%
$120.54 - $138.05 $43.6K - $50K
3.29K $421K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-212
- 1.34%
$21.23 - $23.75 $4.5K - $5.04K
15.6K $337K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-123
- 1.22%
$25.58 - $29.24 $3.15K - $3.6K
9.94K $260K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
-117
- 3.1%
$59.29 - $66.13 $6.94K - $7.74K
3.66K $220K
FTV
Fortive Corp

Technology
-128
- 2.7%
$71.82 - $82.98 $9.19K - $10.6K
4.62K $338K
EEM
Ishares Msci Emerging Markets

ETFs
-1.19K
- 6.14%
$40.81 - $45.34 $48.5K - $53.9K
18.1K $793K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-385
- 11.6%
$68.32 - $75.06 $26.3K - $28.9K
2.93K $219K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-650
- 5.05%
$14.28 - $14.97 $9.28K - $9.73K
12.2K $175K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-25
- 0.94%
$75.47 - $84.24 $1.89K - $2.11K
2.65K $204K
XLB
Select Sector Spdr Fd Material

ETFs
-166
- 6.63%
$83.19 - $90.99 $13.8K - $15.1K
2.34K $201K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-106
- 4.35%
$126.11 - $135.06 $13.4K - $14.3K
2.33K $301K
DRI
Darden Restaurants Inc

Consumer Cyclical
-280
- 11.86%
$180.02 - $208.56 $50.4K - $58.4K
2.08K $432K
CMCSA
Comcast Corp

Communication Services
-139
- 2.25%
$33.19 - $38.23 $4.61K - $5.31K
6.05K $223K
XLP
Consumer Staples Sector Spdr

ETFs
-241
- 5.81%
N/A
3.91K $319K
INTC
Intel Corp

Technology
-2.62K
- 12.19%
$19.1 - $27.39 $50K - $71.8K
18.9K $428K
CL
Colgate Palmolive CO

Consumer Defensive
-181
- 3.1%
$85.68 - $97.5 $15.5K - $17.6K
5.67K $531K
SBUX
Starbucks Corp

Consumer Cyclical
-347
- 7.09%
$91.75 - $115.81 $31.8K - $40.2K
4.55K $446K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-389
- 3.66%
$25.81 - $28.52 $10K - $11.1K
10.2K $282K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-175
- 4.64%
$107.24 - $116.37 $18.8K - $20.4K
3.6K $419K
Activity Summary
Buys All Purchases 95 New Holdings 9 Increased Positions 86 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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