Middleton & CO Inc Reduced Holdings in Q1 2025

Middleton & CO Inc

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-7.78K
- 5.15%
$167.43 - $244.7 $1.3M - $1.9M
143K $24M
AAPL
Apple Inc.

Technology
-8.26K
- 3.18%
$209.68 - $247.1 $1.73M - $2.04M
252K $55.9M
GOOGL
Alphabet Inc.

Communication Services
-4.46K
- 1.86%
$154.33 - $206.19 $688K - $919K
235K $36.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.53K
- 2.09%
$190.26 - $242.06 $1.05M - $1.34M
259K $49.2M
NOW
Service Now, Inc.

Technology
-1.03K
- 5.0%
$783.83 - $1170.39 $808K - $1.21M
19.6K $15.6M
CRM
Salesforce, Inc.

Technology
-1.13K
- 1.86%
$268.36 - $359.95 $302K - $405K
59.5K $16M
MSFT
Microsoft Corp

Technology
-845
- 1.4%
$375.39 - $447.2 $317K - $378K
59.7K $22.4M
DHR
Danaher Corp

Healthcare
-2.5K
- 3.23%
$201.62 - $250.59 $503K - $625K
74.7K $15.3M
SBUX
Starbucks Corp

Consumer Cyclical
-27.1K
- 49.67%
$91.75 - $115.81 $2.49M - $3.14M
27.5K $2.7M
DIS
Walt Disney CO

Communication Services
-18.8K
- 56.54%
$96.87 - $114.0 $1.82M - $2.14M
14.4K $1.42M
PANW
Palo Alto Networks Inc

Technology
-5.47K
- 5.28%
$167.82 - $208.28 $918K - $1.14M
98.1K $16.7M
GOOG
Alphabet Inc.

Communication Services
-2.25K
- 5.37%
$156.06 - $207.71 $352K - $468K
39.7K $6.2M
EQIX
Equinix Inc

Real Estate
-187
- 1.59%
$803.0 - $959.97 $150K - $180K
11.6K $9.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-395
- 0.75%
$554.06 - $615.85 $219K - $243K
52.2K $29.4M
MRK
Merck & Co., Inc.

Healthcare
-1.27K
- 0.86%
$83.01 - $101.02 $105K - $128K
145K $13M
IQV
Iqvia Holdings Inc.

Healthcare
-2.32K
- 4.78%
$176.3 - $209.96 $408K - $486K
46.1K $8.13M
SNPS
Synopsys Inc

Technology
-243
- 1.25%
$428.58 - $551.54 $104K - $134K
19.2K $8.23M
NEE
Nextera Energy Inc

Utilities
-9.82K
- 4.81%
$66.96 - $76.16 $658K - $748K
194K $13.8M
FISV
Fiserv Inc

Technology
-6.69K
- 12.57%
N/A
46.5K $5.83M
INTU
Intuit Inc

Technology
-753
- 3.01%
$555.63 - $630.23 $418K - $475K
24.2K $14.9M
MSCI
Msci Inc.

Financial Services
-346
- 2.73%
$541.46 - $628.34 $187K - $217K
12.3K $6.98M
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.5K
- 16.77%
$82.81 - $92.93 $455K - $511K
27.3K $2.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-659
- 1.44%
$102.49 - $119.96 $67.5K - $79.1K
45.2K $4.73M
FTV
Fortive Corp

Technology
-4.33K
- 3.32%
$71.82 - $82.98 $311K - $359K
126K $9.23M
CEG
Constellation Energy Corp

Utilities
-117
- 0.56%
$201.63 - $347.44 $23.6K - $40.7K
20.7K $4.17M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.5K
- 2.81%
$57.21 - $65.8 $143K - $165K
86.5K $5.05M
HD
Home Depot, Inc.

Consumer Cyclical
-719
- 7.07%
$347.25 - $424.87 $250K - $305K
9.45K $3.46M
META
Meta Platforms, Inc.

Communication Services
-305
- 1.94%
$576.36 - $736.67 $176K - $225K
15.5K $8.91M
EOG
Eog Resources Inc

Energy
-3.52K
- 23.09%
$120.54 - $138.05 $424K - $485K
11.7K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 1.35%
$360.07 - $417.26 $36K - $41.7K
7.33K $2.65M
QCOM
Qualcomm Inc

Technology
-2.12K
- 2.41%
$151.94 - $175.86 $322K - $372K
85.8K $13.2M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-192
- 0.72%
$161.13 - $209.29 $30.9K - $40.2K
26.5K $4.38M
RNR
Renaissancere Holdings LTD

Financial Services
-760
- 5.18%
$226.55 - $263.22 $172K - $200K
13.9K $3.34M
LOW
Lowes Companies Inc

Consumer Cyclical
-614
- 5.7%
$222.66 - $268.42 $137K - $165K
10.2K $2.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.2K
- 14.33%
$49.25 - $50.66 $256K - $263K
31.1K $1.54M
NKE
Nike, Inc.

Consumer Cyclical
-1.4K
- 9.21%
$63.29 - $81.72 $88.6K - $114K
13.8K $876K
VRSK
Verisk Analytics, Inc.

Industrials
-4.43K
- 9.23%
$268.63 - $301.33 $1.19M - $1.33M
43.5K $13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-105
- 1.93%
$551.42 - $612.93 $57.9K - $64.4K
5.34K $2.99M
XPO
Xpo Logistics, Inc.

Industrials
-10
- 0.12%
$106.12 - $148.16 $1.06K - $1.48K
8.22K $883K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-200
- 2.33%
$168.84 - $202.89 $33.8K - $40.6K
8.4K $1.48M
AVY
Avery Dennison Corp

Industrials
-675
- 10.59%
$174.58 - $195.91 $118K - $132K
5.7K $1.01M
BAC
Bank Of America Corp

Financial Services
-3.33K
- 29.97%
$39.61 - $47.74 $132K - $159K
7.77K $324K
IWM
Ishares Russell 2000 ETF

ETFs
-120
- 1.98%
$198.1 - $229.79 $23.8K - $27.6K
5.96K $1.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.7K
- 3.56%
$77.7 - $78.94 $210K - $213K
73.1K $5.77M
COST
Costco Wholesale Corp

Consumer Defensive
-1K
- 3.65%
$890.62 - $1076.86 $892K - $1.08M
26.4K $25M
ORCL
Oracle Corp

Technology
-107
- 2.62%
$139.81 - $186.47 $15K - $20K
3.98K $556K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.11%
$497.6 - $606.74 $2.99K - $3.64K
5.25K $2.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-176
- 19.11%
$468.34 - $539.52 $82.4K - $95K
745 $349K
JPM
Jpmorgan Chase & CO

Financial Services
-2.27K
- 2.7%
$225.19 - $279.95 $511K - $635K
81.8K $20.1M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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