Appleton Partners Inc Reduced Holdings in Q2 2025

Appleton Partners Inc

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.11K
- 4.37%
$45.12 - $46.23 $50.2K - $51.4K
24.3K $1.12M
TMUS
T Mobile Us, Inc.

Communication Services
-79
- 7.89%
$220.99 - $268.54 $17.5K - $21.2K
922 $220K
CB
Chubb LTD

Financial Services
-25
- 0.94%
$274.32 - $302.46 $6.86K - $7.56K
2.63K $763K
WEC
Wec Energy Group, Inc.

Utilities
-200
- 4.99%
$102.24 - $109.76 $20.4K - $22K
3.81K $397K
AFL
Aflac Inc

Financial Services
-100
- 2.01%
$99.77 - $112.45 $9.98K - $11.2K
4.86K $513K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.07K
- 0.85%
$33.62 - $37.89 $36.1K - $40.7K
126K $4.72M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-50
- 0.21%
$24.32 - $27.87 $1.22K - $1.39K
24.3K $644K
ADP
Automatic Data Processing Inc

Industrials
-190
- 2.33%
$276.76 - $326.81 $52.6K - $62.1K
7.95K $2.45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-408
- 3.63%
$63.54 - $68.5 $25.9K - $27.9K
10.8K $730K
HD
Home Depot, Inc.

Consumer Cyclical
-108
- 0.17%
$335.24 - $380.78 $36.2K - $41.1K
64K $23.5M
ADBE
Adobe Inc.

Technology
-109
- 3.0%
$340.0 - $420.68 $37.1K - $45.9K
3.52K $1.36M
INTC
Intel Corp

Technology
-921
- 4.88%
$18.13 - $22.69 $16.7K - $20.9K
17.9K $402K
TRV
Travelers Companies, Inc.

Financial Services
-94
- 5.29%
$233.83 - $276.34 $22K - $26K
1.68K $450K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.14K
- 8.66%
$23.85 - $28.69 $27.1K - $32.6K
12K $343K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-110
- 1.81%
$121.58 - $136.74 $13.4K - $15K
5.98K $811K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.81K
- 5.45%
$20.84 - $24.54 $37.8K - $44.5K
31.5K $772K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-70
- 2.39%
$68.13 - $74.77 $4.77K - $5.23K
2.86K $208K
IWN
Ishares Russell2000 Val ETF

ETFs
-175
- 6.33%
$131.84 - $157.76 $23.1K - $27.6K
2.59K $409K
VLO
Valero Energy Corp

Energy
-100
- 2.99%
$104.69 - $141.77 $10.5K - $14.2K
3.24K $436K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-110
- 4.15%
$66.87 - $79.47 $7.36K - $8.74K
2.54K $202K
Spdr Msci Emerging Markets Str
-1.23K
- 8.35%
N/A
13.4K $847K
ABT
Abbott Laboratories

Healthcare
-347
- 2.4%
$123.95 - $138.08 $43K - $47.9K
14.1K $1.92M
DRI
Darden Restaurants Inc

Consumer Cyclical
-95
- 4.57%
$186.58 - $225.78 $17.7K - $21.4K
1.99K $433K
VBR
Vanguard Small Cap Value ETF

ETFs
-63
- 3.87%
$162.76 - $195.77 $10.3K - $12.3K
1.56K $305K
NXPI
Nxp Semiconductors N.V.

Technology
-119
- 11.21%
$153.5 - $218.72 $18.3K - $26K
943 $206K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-25
- 0.69%
$107.61 - $119.09 $2.69K - $2.98K
3.58K $424K
T
At&T Inc.

Communication Services
-229
- 1.28%
$26.33 - $28.94 $6.03K - $6.63K
17.7K $512K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-131
- 3.05%
$90.56 - $109.49 $11.9K - $14.3K
4.17K $456K
GLDM
World Gold Trust

ETFs
-208
- 3.7%
$58.96 - $67.97 $12.3K - $14.1K
5.42K $355K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-30
- 1.91%
$152.93 - $181.74 $4.59K - $5.45K
1.54K $280K
RTX
Raytheon Technologies Corp

Industrials
-302
- 6.75%
$113.75 - $148.48 $34.4K - $44.8K
4.17K $609K
VIG
Vanguard Dividend Appreciation

ETFs
-100
- 2.94%
N/A
3.3K $676K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-120
- 4.15%
$108.12 - $135.04 $13K - $16.2K
2.77K $374K
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
-42
- 1.15%
$53.49 - $66.89 $2.25K - $2.81K
3.62K $242K
IAU
Ishares Gold Trust

ETFs
-137
- 1.27%
$56.1 - $64.74 $7.69K - $8.87K
10.7K $665K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-346
- 12.98%
$416.06 - $551.64 $144K - $191K
2.32K $1.28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-50
- 1.11%
$73.02 - $90.22 $3.65K - $4.51K
4.46K $398K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-100
- 1.18%
$24.46 - $33.16 $2.45K - $3.32K
8.37K $273K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-467
- 2.81%
$51.16 - $62.02 $23.9K - $29K
16.2K $1M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-90
- 1.34%
$73.0 - $85.5 $6.57K - $7.7K
6.64K $558K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-90
- 0.58%
$19.1 - $23.83 $1.72K - $2.14K
15.5K $371K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-35
- 0.7%
$70.34 - $87.93 $2.46K - $3.08K
4.95K $435K
COST
Costco Wholesale Corp

Consumer Defensive
-440
- 4.04%
$908.13 - $1056.85 $400K - $465K
10.4K $10.3M
BA
Boeing CO

Industrials
-66
- 4.05%
$136.59 - $217.51 $9.01K - $14.4K
1.56K $328K
CSX
Csx Corp

Industrials
-258
- 1.4%
$26.69 - $32.91 $6.89K - $8.49K
18.2K $595K
VV
Vanguard Large Cap ETF

ETFs
-297
- 6.05%
$228.25 - $285.3 $67.8K - $84.7K
4.62K $1.32M
XLF
Financial Sector Spdr

ETFs
-66
- 0.27%
$43.92 - $52.37 $2.9K - $3.46K
24.2K $1.27M
CAT
Caterpillar Inc

Industrials
-81
- 4.58%
$273.94 - $388.21 $22.2K - $31.4K
1.69K $655K
EEM
Ishares Msci Emerging Markets

ETFs
-200
- 1.1%
$38.52 - $48.28 $7.7K - $9.66K
17.9K $866K
Activity Summary
Buys All Purchases 80 New Holdings 13 Increased Positions 67 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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