Middleton & CO Inc Reduced Holdings in Q1 2025

Middleton & CO Inc

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-60
- 3.58%
$300.91 - $398.25 $18.1K - $23.9K
1.62K $503K
PH
Parker Hannifin Corp

Industrials
-80
- 10.81%
$591.65 - $707.05 $47.3K - $56.6K
660 $401K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-670
- 17.09%
$95.85 - $99.25 $64.2K - $66.5K
3.25K $321K
PSA
Public Storage

Real Estate
-174
- 3.25%
$288.99 - $313.98 $50.3K - $54.6K
5.18K $1.55M
VB
Vanguard Small Cap ETF

ETFs
-50
- 2.81%
$217.89 - $252.64 $10.9K - $12.6K
1.73K $383K
WMT
Walmart Inc.

Consumer Defensive
-160
- 1.57%
$84.5 - $105.05 $13.5K - $16.8K
10.1K $882K
CVX
Chevron Corp

Energy
-3.01K
- 14.36%
$146.71 - $167.97 $442K - $506K
18K $3.01M
GXO
Gxo Logistics, Inc.

Industrials
-15
- 0.24%
$36.31 - $46.18 $545 - $693
6.23K $243K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-500
- 8.77%
$50.72 - $50.92 $25.4K - $25.5K
5.2K $264K
LLY
Eli Lilly & CO

Healthcare
-61
- 8.29%
$725.72 - $929.72 $44.3K - $56.7K
675 $557K
APD
Air Products & Chemicals, Inc.

Basic Materials
-75
- 2.38%
$283.24 - $338.07 $21.2K - $25.4K
3.08K $907K
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 8.08%
$279.74 - $321.29 $19.6K - $22.5K
796 $248K
Ishares Large Cap Max Buffer J
-133
- 0.37%
N/A
36.1K $0
Veralto Corp
-1.61K
- 20.73%
N/A
6.17K $0
Lam Research Corp New
-700
- 4.13%
N/A
16.2K $0
SPGI
S&P Global Inc.

Financial Services
-451
- 1.96%
$478.26 - $543.77 $216K - $245K
22.6K $11.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
-320
- 13.07%
$142.8 - $176.36 $45.7K - $56.4K
2.13K $367K
IWD
Ishares Russell 1000 Val ETF

ETFs
-40
- 0.7%
$182.82 - $196.21 $7.31K - $7.85K
5.7K $1.07M
SYK
Stryker Corp

Healthcare
-743
- 3.15%
$355.18 - $399.9 $264K - $297K
22.8K $8.49M
PG
Procter & Gamble CO

Consumer Defensive
-166
- 1.15%
$158.56 - $176.26 $26.3K - $29.3K
14.3K $2.44M
CVS
Cvs Health Corp

Healthcare
-1.2K
- 25.53%
$44.22 - $68.64 $53.1K - $82.4K
3.5K $237K
UNP
Union Pacific Corp

Industrials
-90
- 1.47%
$225.21 - $254.42 $20.3K - $22.9K
6.03K $1.42M
ADP
Automatic Data Processing Inc

Industrials
-85
- 1.63%
$286.85 - $318.64 $24.4K - $27.1K
5.13K $1.57M
AMGN
Amgen Inc

Healthcare
-85
- 6.25%
$258.59 - $327.36 $22K - $27.8K
1.28K $397K
GLD
Spdr Gold Trust

ETFs
-23
- 2.03%
$243.19 - $288.14 $5.59K - $6.63K
1.11K $320K
NOC
Northrop Grumman Corp

Industrials
-50
- 2.87%
$433.45 - $513.82 $21.7K - $25.7K
1.7K $867K
MA
Mastercard Inc

Financial Services
-50
- 1.37%
$504.67 - $576.31 $25.2K - $28.8K
3.6K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
-829
- 2.98%
$461.52 - $548.18 $383K - $454K
27K $14.1M
KO
Coca Cola CO

Consumer Defensive
-150
- 1.86%
$60.81 - $72.32 $9.12K - $10.8K
7.93K $567K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.02K
- 5.28%
$221.46 - $244.83 $225K - $249K
18.2K $4.41M
PAYX
Paychex Inc

Industrials
-105
- 1.74%
$136.06 - $154.52 $14.3K - $16.2K
5.94K $915K
MNST
Monster Beverage Corp

Consumer Defensive
-777
- 2.78%
$46.16 - $58.58 $35.9K - $45.5K
27.2K $1.59M
WSO
Watsco Inc

Industrials
-297
- 3.59%
$463.86 - $530.75 $138K - $158K
7.98K $4.06M
JNJ
Johnson & Johnson

Healthcare
-575
- 5.06%
$142.06 - $167.7 $81.7K - $96.4K
10.8K $1.79M
ROP
Roper Technologies Inc

Industrials
-705
- 8.49%
$502.71 - $593.81 $354K - $419K
7.6K $4.48M
RTX
Raytheon Technologies Corp

Industrials
-95
- 0.78%
$114.1 - $135.66 $10.8K - $12.9K
12K $1.59M
WCN
Waste Connections, Inc.

Industrials
-155
- 1.18%
$169.89 - $195.19 $26.3K - $30.3K
13K $2.53M
ROL
Rollins Inc

Consumer Cyclical
-720
- 1.53%
$45.65 - $54.03 $32.9K - $38.9K
46.4K $2.51M
CB
Chubb LTD

Financial Services
-301
- 1.65%
$257.71 - $301.99 $77.6K - $90.9K
18K $5.42M
IEF
Ishares Barclays

ETFs
-68
- 0.05%
$91.17 - $95.39 $6.2K - $6.49K
137K $13.1M
ECL
Ecolab Inc.

Basic Materials
-753
- 2.17%
$229.72 - $269.82 $173K - $203K
34K $8.61M
ABT
Abbott Laboratories

Healthcare
-776
- 2.27%
$111.1 - $140.22 $86.2K - $109K
33.3K $4.42M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-4.83K
- 3.7%
$56.12 - $68.15 $271K - $329K
126K $8.54M
EXC
Exelon Corp

Utilities
-1.05K
- 1.1%
$37.3 - $46.08 $39.1K - $48.3K
94.3K $4.35M
XOM
Exxon Mobil Corp

Energy
-5.17K
- 4.05%
$105.44 - $118.93 $545K - $615K
123K $14.6M
V
Visa Inc.

Financial Services
-2.83K
- 3.46%
$306.92 - $362.71 $867K - $1.03M
78.9K $27.6M
AMT
American Tower Corp

Real Estate
-739
- 1.27%
$173.46 - $217.6 $128K - $161K
57.7K $12.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-398
- 1.52%
$442.66 - $534.52 $176K - $213K
25.8K $13.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1.01K
- 6.17%
$1187.71 - $1432.58 $1.2M - $1.45M
15.3K $22M
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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