Middleton & CO Inc Reduced Holdings in Q4 2024

Middleton & CO Inc

  • $892 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-5.88K
- 7.07%
$226.16 - $274.52 $1.33M - $1.61M
77.2K $17.7M
AMT
American Tower Corp

Real Estate
-1.62K
- 2.7%
$179.4 - $232.01 $290K - $376K
58.4K $10.7M
IEF
Ishares Barclays

ETFs
-19.2K
- 12.28%
$92.08 - $98.18 $1.77M - $1.89M
137K $12.7M
UNH
Unitedhealth Group Inc

Healthcare
-802
- 2.8%
$485.52 - $625.25 $389K - $501K
27.8K $14.1M
NEE
Nextera Energy Inc

Utilities
-429
- 0.21%
$69.77 - $85.43 $29.9K - $36.6K
204K $14.6M
ABBV
Abb Vie Inc.

Healthcare
-252
- 0.29%
$164.99 - $203.87 $41.6K - $51.4K
86.7K $15.4M
XOM
Exxon Mobil Corp

Energy
-562
- 0.44%
$105.51 - $125.37 $59.3K - $70.5K
128K $13.7M
ECL
Ecolab Inc.

Basic Materials
-543
- 1.54%
$234.32 - $261.43 $127K - $142K
34.7K $8.14M
SBUX
Starbucks Corp

Consumer Cyclical
-3.44K
- 5.92%
$87.44 - $102.5 $300K - $352K
54.6K $4.98M
ROP
Roper Technologies Inc

Industrials
-642
- 7.18%
$519.85 - $575.95 $334K - $370K
8.3K $4.32M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.3K
- 19.34%
$50.23 - $50.46 $620K - $623K
51.5K $2.59M
CB
Chubb LTD

Financial Services
-1.28K
- 6.54%
$271.57 - $301.89 $347K - $386K
18.3K $5.04M
FTV
Fortive Corp

Technology
-422
- 0.32%
$71.16 - $79.68 $30K - $33.6K
130K $9.79M
HD
Home Depot, Inc.

Consumer Cyclical
-913
- 8.24%
$385.02 - $431.37 $352K - $394K
10.2K $3.96M
JNJ
Johnson & Johnson

Healthcare
-2.06K
- 15.33%
$143.34 - $165.86 $295K - $341K
11.4K $1.64M
PEP
Pepsico Inc

Consumer Defensive
-295
- 1.16%
$151.29 - $176.1 $44.6K - $51.9K
25.2K $3.83M
RNR
Renaissancere Holdings LTD

Financial Services
-345
- 2.3%
$241.97 - $287.47 $83.5K - $99.2K
14.7K $3.65M
LOW
Lowes Companies Inc

Consumer Cyclical
-655
- 5.73%
$244.52 - $284.07 $160K - $186K
10.8K $2.66M
VGSH
Vanguard

ETFs
-4.87K
- 3.41%
$58.02 - $58.88 $283K - $287K
138K $8.02M
PSA
Public Storage

Real Estate
-110
- 2.02%
$289.33 - $360.21 $31.8K - $39.6K
5.35K $1.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-257
- 0.97%
$442.29 - $483.08 $114K - $124K
26.2K $11.9M
UNP
Union Pacific Corp

Industrials
-761
- 11.06%
$223.15 - $249.32 $170K - $190K
6.12K $1.4M
NKE
Nike, Inc.

Consumer Cyclical
-1.03K
- 6.33%
$73.36 - $89.13 $75.3K - $91.5K
15.2K $1.15M
PG
Procter & Gamble CO

Consumer Defensive
-1.01K
- 6.53%
$161.05 - $179.7 $163K - $182K
14.5K $2.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.85K
- 2.38%
$77.86 - $79.27 $144K - $147K
75.8K $5.91M
AVY
Avery Dennison Corp

Industrials
-95
- 1.47%
$186.26 - $220.48 $17.7K - $20.9K
6.38K $1.19M
ARRY
Array Technologies, Inc.

Technology
-33K
- 56.13%
$5.16 - $7.63 $170K - $252K
25.8K $155K
WSO
Watsco Inc

Industrials
-110
- 1.31%
$466.57 - $568.78 $51.3K - $62.6K
8.28K $3.92M
URI
United Rentals, Inc.

Industrials
-126
- 17.36%
$704.44 - $880.32 $88.8K - $111K
600 $422K
KO
Coca Cola CO

Consumer Defensive
-750
- 8.5%
$61.74 - $71.71 $46.3K - $53.8K
8.08K $502K
FISV
Fiserv Inc

Technology
-996
- 1.84%
N/A
53.2K $6.66M
IWM
Ishares Russell 2000 ETF

ETFs
-555
- 8.37%
$216.13 - $242.4 $120K - $135K
6.08K $1.34M
NOC
Northrop Grumman Corp

Industrials
-5
- 0.29%
$466.52 - $543.88 $2.33K - $2.72K
1.75K $818K
MNST
Monster Beverage Corp

Consumer Defensive
-2.21K
- 7.32%
$49.24 - $56.38 $109K - $125K
28K $1.47M
SYK
Stryker Corp

Healthcare
-199
- 0.84%
$345.14 - $392.15 $68.7K - $78K
23.6K $8.48M
WCN
Waste Connections, Inc.

Industrials
-10
- 0.08%
$171.06 - $193.25 $1.71K - $1.93K
13.1K $2.25M
ABT
Abbott Laboratories

Healthcare
-490
- 1.42%
$111.93 - $119.39 $54.8K - $58.5K
34.1K $3.86M
HEQT
Simplify Exchange Traded Fds H
-2.95K
- 18.47%
$28.73 - $30.22 $84.8K - $89.1K
13K $383K
IWR
Ishares Russell Mid Cap ETF

ETFs
-824
- 2.45%
$87.25 - $95.52 $71.9K - $78.7K
32.8K $2.9M
GXO
Gxo Logistics, Inc.

Industrials
-125
- 1.96%
$41.93 - $63.02 $5.24K - $7.88K
6.25K $271K
BDX
Becton Dickinson & CO

Healthcare
-150
- 11.24%
$220.02 - $243.75 $33K - $36.6K
1.19K $268K
IWD
Ishares Russell 1000 Val ETF

ETFs
-80
- 1.38%
$183.23 - $199.79 $14.7K - $16K
5.74K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
-135
- 16.23%
$280.04 - $302.45 $37.8K - $40.8K
697 $201K
ORCL
Oracle Corp

Technology
-70
- 1.68%
$165.41 - $192.43 $11.6K - $13.5K
4.09K $681K
GLD
Spdr Gold Trust

ETFs
-100
- 8.1%
$236.59 - $257.5 $23.7K - $25.8K
1.14K $274K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-454
- 5.02%
$178.39 - $215.0 $81K - $97.6K
8.6K $1.66M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 0.41%
$563.99 - $620.12 $5.64K - $6.2K
2.44K $1.39M
EOG
Eog Resources Inc

Energy
-5
- 0.03%
$118.22 - $136.54 $591 - $683
15.2K $1.87M
ROK
Rockwell Automation, Inc

Industrials
-100
- 6.78%
$264.65 - $302.92 $26.5K - $30.3K
1.38K $392K
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
Track This Portfolio

Track Middleton & CO Inc Portfolio

Follow Middleton & CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Middleton & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Middleton & CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email