Middleton & CO Inc Reduced Holdings in Q4 2024

Middleton & CO Inc

  • $892 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
-10
- 1.33%
$621.74 - $709.46 $6.22K - $7.09K
740 $470K
Veralto Corp
-568
- 6.81%
N/A
7.78K $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-390
- 5.4%
$94.43 - $105.47 $36.8K - $41.1K
6.83K $693K
BAC
Bank Of America Corp

Financial Services
-782
- 6.58%
$39.22 - $47.77 $30.7K - $37.4K
11.1K $487K
DIS
Walt Disney CO

Communication Services
-5.03K
- 13.16%
$92.39 - $117.6 $465K - $592K
33.2K $3.7M
PAYX
Paychex Inc

Industrials
-50
- 0.82%
$135.86 - $148.73 $6.79K - $7.44K
6.04K $846K
ADP
Automatic Data Processing Inc

Industrials
-84
- 1.58%
$280.08 - $307.97 $23.5K - $25.9K
5.22K $1.53M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-389
- 2.32%
$1146.59 - $1270.6 $446K - $494K
16.4K $19.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-199
- 2.61%
$370.24 - $418.94 $73.7K - $83.4K
7.43K $2.98M
VRSK
Verisk Analytics, Inc.

Industrials
-849
- 1.74%
$262.86 - $294.75 $223K - $250K
48K $13.2M
XPO
Xpo Logistics, Inc.

Industrials
-205
- 2.43%
$105.35 - $158.2 $21.6K - $32.4K
8.23K $1.08M
BR
Broadridge Financial Solutions, Inc.

Technology
-120
- 0.62%
$209.64 - $236.44 $25.2K - $28.4K
19.2K $4.34M
META
Meta Platforms, Inc.

Communication Services
-123
- 0.77%
$554.08 - $632.68 $68.2K - $77.8K
15.8K $9.3M
MSCI
Msci Inc.

Financial Services
-11
- 0.09%
$569.09 - $635.99 $6.26K - $7K
12.7K $7.62M
COST
Costco Wholesale Corp

Consumer Defensive
-646
- 2.3%
$873.59 - $994.69 $564K - $643K
27.4K $25.1M
EQIX
Equinix Inc

Real Estate
-95
- 0.8%
$865.69 - $985.0 $82.2K - $93.6K
11.8K $11.1M
GOOG
Alphabet Inc.

Communication Services
-725
- 1.7%
$163.08 - $198.16 $118K - $144K
41.9K $7.99M
JPM
Jpmorgan Chase & CO

Financial Services
-1.4K
- 1.64%
$205.18 - $250.29 $288K - $351K
84.1K $20.2M
NOW
Service Now, Inc.

Technology
-792
- 3.7%
$867.18 - $1148.42 $687K - $910K
20.6K $21.8M
V
Visa Inc.

Financial Services
-600
- 0.73%
$273.87 - $320.91 $164K - $193K
81.7K $25.8M
CRM
Salesforce, Inc.

Technology
-338
- 0.55%
$270.87 - $367.87 $91.6K - $124K
60.6K $20.3M
AAPL
Apple Inc.

Technology
-192
- 0.07%
$221.69 - $259.02 $42.6K - $49.7K
260K $65.1M
GOOGL
Alphabet Inc.

Communication Services
-999
- 0.42%
$161.86 - $196.66 $162K - $196K
239K $45.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.35K
- 1.25%
$180.88 - $232.93 $605K - $780K
264K $58M
AVGO
Broadcom Inc.

Technology
-764
- 0.5%
$159.67 - $250.0 $122K - $191K
151K $35M
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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