Middleton & CO Inc Purchases in Q4 2024

Middleton & CO Inc

  • $892 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
6.1K
+ 98.15%
$406.92 - $495.42 $2.48M - $3.02M
12.3K $5.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
25.8K
+ 50.96%
$57.78 - $60.4 $1.49M - $1.56M
76.3K $4.42M
PANW
Palo Alto Networks Inc

Technology
52.2K
+ 101.4%
$181.96 - $405.9 $9.49M - $21.2M
104K $18.9M
AVUV
American Centy ETF Tr Avantis

ETFs
9.17K
+ 391.04%
$94.37 - $106.41 $865K - $976K
11.5K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 0.06%
$570.51 - $610.59 $19.4K - $20.8K
52.6K $31M
SNPS
Synopsys Inc

Technology
2.04K
+ 11.74%
$485.36 - $588.0 $991K - $1.2M
19.4K $9.43M
INTU
Intuit Inc

Technology
251
+ 1.01%
$602.01 - $706.25 $151K - $177K
25K $15.7M
MA
Mastercard Inc

Financial Services
395
+ 12.14%
$491.3 - $536.15 $194K - $212K
3.65K $1.92M
NVDA
Nvidia Corp

Technology
650
+ 4.29%
$117.0 - $148.88 $76.1K - $96.8K
15.8K $2.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
465
+ 101.97%
$481.22 - $538.17 $224K - $250K
921 $470K
SPY
Spdr S&P 500 ETF Trust

ETFs
131
+ 2.46%
$567.81 - $607.81 $74.4K - $79.6K
5.45K $3.19M
WMT
Walmart Inc.

Consumer Defensive
140
+ 1.39%
$79.1 - $95.7 $11.1K - $13.4K
10.2K $922K
CSCO
Cisco Systems, Inc.

Technology
430
+ 8.76%
$52.45 - $60.02 $22.6K - $25.8K
5.34K $315K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
670
+ 20.62%
$96.64 - $101.23 $64.7K - $67.8K
3.92K $379K
IWP
Ishares Russell Mid Cap Growth

ETFs
77
+ 2.06%
$116.4 - $138.52 $8.96K - $10.7K
3.82K $484K
ACN
Accenture PLC

Technology
110
+ 7.03%
$343.9 - $376.86 $37.8K - $41.5K
1.68K $589K
APD
Air Products & Chemicals, Inc.

Basic Materials
200
+ 6.77%
$285.5 - $335.62 $57.1K - $67.1K
3.15K $914K
ICE
Intercontinental Exchange, Inc.

Financial Services
320
+ 15.04%
$148.29 - $166.93 $47.5K - $53.4K
2.45K $364K
HON
Honeywell International Inc

Industrials
11
+ 1.08%
$202.84 - $236.0 $2.23K - $2.6K
1.03K $232K
IVE
Ishares S&P 500 Value ETF

ETFs
150
+ 8.33%
$189.5 - $206.17 $28.4K - $30.9K
1.95K $372K
IBM
International Business Machines Corp

Technology
35
+ 2.01%
$204.9 - $238.04 $7.17K - $8.33K
1.78K $390K
Pgim Aaa Clo ETF
39.9K
+ 143.43%
N/A
67.8K $0
Lam Research Corp New
16.9K
New
N/A
16.9K $0
Aptiv PLC
20.6K
New
N/A
20.6K $0
Blackrock Inc
1.04K
New
N/A
1.04K $0
MCD
Mcdonalds Corp

Consumer Cyclical
30
+ 3.59%
$288.47 - $316.54 $8.65K - $9.5K
866 $251K
CSX
Csx Corp

Industrials
100
+ 1.5%
$31.58 - $36.88 $3.16K - $3.69K
6.78K $218K
CVX
Chevron Corp

Energy
148
+ 0.71%
$141.15 - $162.53 $20.9K - $24.1K
21K $3.04M
RTX
Raytheon Technologies Corp

Industrials
104
+ 0.87%
$114.45 - $127.21 $11.9K - $13.2K
12.1K $1.4M
AMGN
Amgen Inc

Healthcare
85
+ 6.66%
$258.78 - $328.31 $22K - $27.9K
1.36K $354K
MSFT
Microsoft Corp

Technology
906
+ 1.52%
$406.35 - $454.46 $368K - $412K
60.5K $25.5M
ROL
Rollins Inc

Consumer Cyclical
100
+ 0.21%
$46.35 - $51.59 $4.64K - $5.16K
47.1K $2.18M
EXC
Exelon Corp

Utilities
180
+ 0.19%
$36.22 - $40.97 $6.52K - $7.37K
95.3K $3.59M
ZTS
Zoetis Inc.

Healthcare
450
+ 3.66%
$162.24 - $194.42 $73K - $87.5K
12.8K $2.08M
SPGI
S&P Global Inc.

Financial Services
6
+ 0.03%
$480.36 - $529.17 $2.88K - $3.18K
23K $11.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 0.57%
$501.29 - $612.85 $15K - $18.4K
5.26K $2.73M
CEG
Constellation Energy Corp

Utilities
658
+ 3.27%
$224.28 - $285.52 $148K - $188K
20.8K $4.67M
ODFL
Old Dominion Freight Line, Inc.

Industrials
78
+ 0.29%
$176.4 - $231.84 $13.8K - $18.1K
26.7K $4.71M
ADBE
Adobe Inc.

Technology
1.8K
+ 8.72%
$437.39 - $552.96 $786K - $994K
22.4K $9.97M
MRK
Merck & Co., Inc.

Healthcare
8.41K
+ 6.08%
$96.31 - $114.76 $810K - $965K
147K $14.6M
XYL
Xylem Inc.

Industrials
2.78K
+ 3.65%
$116.02 - $137.45 $322K - $381K
78.7K $9.14M
QCOM
Qualcomm Inc

Technology
269
+ 0.31%
$150.4 - $178.04 $40.5K - $47.9K
87.9K $13.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.08K
+ 2.41%
$59.25 - $72.99 $182K - $225K
131K $7.8M
STE
Steris PLC

Healthcare
427
+ 0.88%
$204.34 - $235.7 $87.3K - $101K
49.1K $10.1M
IQV
Iqvia Holdings Inc.

Healthcare
601
+ 1.26%
$190.97 - $236.63 $115K - $142K
48.4K $9.52M
Activity Summary
Buys All Purchases 46 New Holdings 3 Increased Positions 43 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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