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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-250
- 1.02%
$27.01 - $28.54 $6.75K - $7.14K
24.4K $681K
HERO
Global X Fds Video Games & Esp

ETFs
-375
- 2.49%
$23.07 - $27.32 $8.65K - $10.2K
14.7K $367K
VLO
Valero Energy Corp

Energy
-135
- 3.88%
$121.76 - $142.99 $16.4K - $19.3K
3.34K $442K
VEA
Vanguard Ftse Developed Market

ETFs
-1.99K
- 4.78%
$47.4 - $52.99 $94.1K - $105K
39.6K $2.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-19
- 1.91%
$208.48 - $244.03 $3.96K - $4.64K
975 $238K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-940
- 7.72%
$56.12 - $68.15 $52.8K - $64.1K
11.2K $762K
TMUS
T Mobile Us, Inc.

Communication Services
-40
- 3.84%
$211.3 - $272.83 $8.45K - $10.9K
1K $267K
KO
Coca Cola CO

Consumer Defensive
-1.4K
- 8.35%
$60.81 - $72.32 $85.1K - $101K
15.4K $1.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
-41
- 0.19%
$56.51 - $62.98 $2.32K - $2.58K
21.7K $1.32M
CI
Cigna Corp

Healthcare
-45
- 2.8%
$274.49 - $329.0 $12.4K - $14.8K
1.56K $513K
CSU.TO
Constellation Software Inc.

Technology
-27
- 1.07%
N/A
2.5K $7.91M
IAU
Ishares Gold Trust

ETFs
-266
- 2.4%
$49.74 - $58.96 $13.2K - $15.7K
10.8K $637K
T
At&T Inc.

Communication Services
-355
- 1.94%
$21.56 - $28.28 $7.65K - $10K
17.9K $507K
LLY
Eli Lilly & CO

Healthcare
-162
- 3.34%
$725.72 - $929.72 $118K - $151K
4.69K $3.87M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-15
- 0.83%
$402.49 - $513.76 $6.04K - $7.71K
1.79K $869K
EMLP
First Tr Exchange Traded Iv

ETFs
-2.44K
- 1.89%
$35.79 - $38.28 $87.3K - $93.3K
127K $4.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-240
- 0.75%
$74.85 - $84.89 $18K - $20.4K
32K $2.61M
SHW
Sherwin Williams CO

Basic Materials
-37
- 0.11%
$330.16 - $365.55 $12.2K - $13.5K
34.5K $12M
SYK
Stryker Corp

Healthcare
-95
- 0.33%
$355.18 - $399.9 $33.7K - $38K
29.1K $10.8M
CME
Cme Group Inc.

Financial Services
-555
- 3.3%
$225.82 - $266.54 $125K - $148K
16.3K $4.32M
AMT
American Tower Corp

Real Estate
-1.96K
- 7.97%
$173.46 - $217.6 $340K - $426K
22.6K $4.93M
MNST
Monster Beverage Corp

Consumer Defensive
-3.45K
- 2.75%
$46.16 - $58.58 $159K - $202K
122K $7.13M
JNJ
Johnson & Johnson

Healthcare
-1.87K
- 3.75%
$142.06 - $167.7 $266K - $314K
48K $7.97M
ABBV
Abb Vie Inc.

Healthcare
-2.19K
- 5.48%
$169.2 - $216.66 $370K - $474K
37.7K $7.91M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.28K
- 0.75%
N/A
434K $15.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
-9.15K
- 8.67%
$142.8 - $176.36 $1.31M - $1.61M
96.3K $16.6M
VRSK
Verisk Analytics, Inc.

Industrials
-44
- 0.1%
$268.63 - $301.33 $11.8K - $13.3K
44.1K $13.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.58K
- 0.65%
$18.36 - $20.51 $102K - $114K
855K $16.9M
WCN
Waste Connections, Inc.

Industrials
-407
- 0.82%
$169.89 - $195.19 $69.1K - $79.4K
49.4K $9.64M
ROP
Roper Technologies Inc

Industrials
-101
- 0.45%
$502.71 - $593.81 $50.8K - $60K
22.6K $13.3M
V
Visa Inc.

Financial Services
-2.4K
- 2.69%
$306.92 - $362.71 $737K - $871K
87K $30.5M
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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