Middleton & CO Inc Purchases and Sells in Q1 2025

Middleton & CO Inc

$841 Million
Q1 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	37.6K + 238.09%	$106.98 - $149.43 $4.03M - $5.62M	53.5K $5.79M
ETN	10.7K + 1308.97%	$271.83 - $371.23 $2.9M - $3.96M	11.5K $3.12M
VGIT	29.3K + 38.37%	$57.44 - $59.4 $1.68M - $1.74M	106K $6.27M
STE	1.67K + 3.4%	$202.46 - $232.74 $338K - $389K	50.8K $11.5M
VGSH	11.6K + 8.43%	$58.07 - $58.69 $675K - $683K	150K $8.77M
PEP	3.68K + 14.58%	$142.64 - $156.42 $524K - $575K	28.9K $4.33M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IQLT	147K New	$36.91 - $41.03 $5.42M - $6.02M	147K $5.82M
VCIT	3.38K New	$79.17 - $82.04 $267K - $277K	3.38K $275K
MMC	910 New	$208.48 - $244.03 $190K - $222K	910 $222K
Ishares Large Cap Max Buffer D	9.55K New	N/A	9.55K $0

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-7.78K - 5.15%	$167.43 - $244.7 $1.3M - $1.9M	143K $24M
AAPL	-8.26K - 3.18%	$209.68 - $247.1 $1.73M - $2.04M	252K $55.9M
GOOGL	-4.46K - 1.86%	$154.33 - $206.19 $688K - $919K	235K $36.3M
AMZN	-5.53K - 2.09%	$190.26 - $242.06 $1.05M - $1.34M	259K $49.2M
NOW	-1.03K - 5.0%	$783.83 - $1170.39 $808K - $1.21M	19.6K $15.6M
CRM	-1.13K - 1.86%	$268.36 - $359.95 $302K - $405K	59.5K $16M

Activity Summary All Purchases 23 New Holdings 4 Increased Positions 19 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

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