Appleton Partners Inc Purchases in Q3 2025

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
210
New
$774.14 - $975.23 $163K - $205K
210 $200K
GLDM
World Gold Trust

ETFs
1.78K
+ 32.82%
$64.73 - $76.45 $115K - $136K
7.2K $550K
QQQ
Invesco Qqq Trust, Series 1

ETFs
107
+ 4.61%
$546.99 - $602.2 $58.5K - $64.4K
2.43K $1.46M
XLC
Select Sector Spdr Tr Communic

ETFs
446
+ 3.7%
$105.99 - $119.41 $47.3K - $53.3K
12.5K $1.48M
COMB
Graniteshares ETF Tr Bloomber

ETFs
1.41K
+ 0.82%
$20.58 - $21.88 $29.1K - $30.9K
173K $3.78M
ROL
Rollins Inc

Consumer Cyclical
695
+ 1.28%
$55.05 - $58.74 $38.3K - $40.8K
54.9K $3.22M
EMLP
First Tr Exchange Traded Iv

ETFs
1.73K
+ 1.38%
$36.99 - $38.38 $64K - $66.4K
127K $4.88M
XOM
Exxon Mobil Corp

Energy
51
+ 0.16%
$105.83 - $117.22 $5.4K - $5.98K
31.4K $3.54M
TSLA
Tesla, Inc.

Consumer Cyclical
143
+ 19.56%
$293.94 - $444.72 $42K - $63.6K
874 $389K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.42K
+ 0.54%
$55.61 - $57.37 $78.9K - $81.4K
262K $15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
37
+ 0.12%
$87.29 - $93.61 $3.23K - $3.46K
31.6K $2.95M
Fidelity Wise Origin Bitcoin F
1.09K
+ 33.9%
N/A
4.32K $431K
SHW
Sherwin Williams CO

Basic Materials
72
+ 0.21%
$330.88 - $375.23 $23.8K - $27K
34.5K $12M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.77K
+ 3.95%
$20.84 - $21.03 $120K - $121K
152K $3.17M
VV
Vanguard Large Cap ETF

ETFs
49
+ 1.06%
$285.05 - $309.14 $14K - $15.1K
4.66K $1.44M
VTI
Vanguard Total Stock Market Et

ETFs
56
+ 1.39%
$303.93 - $329.86 $17K - $18.5K
4.09K $1.34M
SBUX
Starbucks Corp

Consumer Cyclical
1.71K
+ 37.52%
$81.9 - $96.86 $140K - $165K
6.25K $529K
IWN
Ishares Russell2000 Val ETF

ETFs
352
+ 13.59%
$157.1 - $178.94 $55.3K - $63K
2.94K $520K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.52K
+ 2.77%
$23.54 - $23.97 $82.8K - $84.4K
130K $3.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
61
+ 4.67%
$567.77 - $614.76 $34.6K - $37.5K
1.37K $837K
IWS
Ishares Russell Midcap Value E

ETFs
524
+ 21.41%
$132.83 - $140.61 $69.6K - $73.7K
2.97K $415K
IWP
Ishares Russell Mid Cap Growth

ETFs
446
+ 7.16%
$137.51 - $145.26 $61.3K - $64.8K
6.67K $950K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
62
+ 0.04%
$70.85 - $76.96 $4.39K - $4.77K
163K $12.4M
VZ
Verizon Communications Inc

Communication Services
1.28K
+ 13.82%
$40.84 - $45.06 $52.3K - $57.7K
10.5K $464K
IYE
Ishares Tr

ETFs
900
+ 13.76%
$44.83 - $48.91 $40.3K - $44K
7.44K $354K
WFC
Wells Fargo & Company

Financial Services
95
+ 0.86%
$77.05 - $85.16 $7.32K - $8.09K
11.1K $931K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
193
+ 4.33%
$87.05 - $93.19 $16.8K - $18K
4.65K $432K
T
At&T Inc.

Communication Services
1.24K
+ 7.02%
$26.94 - $29.62 $33.5K - $36.8K
18.9K $535K
BA
Boeing CO

Industrials
53
+ 3.39%
$209.79 - $237.38 $11.1K - $12.6K
1.62K $349K
NUE
Nucor Corp

Basic Materials
62
+ 3.38%
$133.3 - $150.33 $8.26K - $9.32K
1.9K $257K
TMUS
T Mobile Us, Inc.

Communication Services
49
+ 5.31%
$226.02 - $259.01 $11.1K - $12.7K
971 $232K
SHEL
Shell PLC

Energy
62
+ 2.05%
$69.82 - $73.93 $4.33K - $4.58K
3.09K $221K
CME
Cme Group Inc.

Financial Services
347
+ 2.16%
$258.83 - $287.1 $89.8K - $99.6K
16.4K $4.43M
CSCO
Cisco Systems, Inc.

Technology
240
+ 1.15%
$66.2 - $71.79 $15.9K - $17.2K
21.1K $1.45M
WM
Waste Management Inc

Industrials
25
+ 0.95%
$213.88 - $237.1 $5.35K - $5.93K
2.66K $587K
EOG
Eog Resources Inc

Energy
49
+ 1.48%
$112.12 - $126.1 $5.49K - $6.18K
3.37K $378K
HON
Honeywell International Inc

Industrials
45
+ 2.23%
$207.7 - $240.4 $9.35K - $10.8K
2.06K $434K
DE
Deere & CO

Industrials
13
+ 1.4%
$457.26 - $524.37 $5.94K - $6.82K
939 $429K
APD
Air Products & Chemicals, Inc.

Basic Materials
151
+ 1.55%
$265.78 - $299.3 $40.1K - $45.2K
9.87K $2.69M
CI
Cigna Corp

Healthcare
32
+ 2.05%
$262.23 - $334.39 $8.39K - $10.7K
1.59K $459K
SPOT
Spotify Technology S.A.

Communication Services
1.15K
+ 8.88%
$620.01 - $738.53 $712K - $848K
14.1K $9.82M
CMCSA
Comcast Corp

Communication Services
1.32K
+ 3.9%
$31.41 - $36.33 $41.5K - $48K
35.2K $1.11M
CTAS
Cintas Corp

Industrials
225
+ 1.46%
$199.29 - $226.27 $44.8K - $50.9K
15.7K $3.22M
WCN
Waste Connections, Inc.

Industrials
1.46K
+ 2.94%
$171.32 - $191.84 $251K - $281K
51.3K $9.01M
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
837
+ 0.66%
$20.99 - $24.89 $17.6K - $20.8K
127K $2.72M
AJG
Arthur J. Gallagher & Co.

Financial Services
564
+ 1.17%
$284.17 - $319.49 $160K - $180K
48.9K $15.1M
SYK
Stryker Corp

Healthcare
745
+ 2.52%
$368.57 - $403.53 $275K - $301K
30.3K $11.2M
NOW
Service Now, Inc.

Technology
552
+ 4.88%
$850.86 - $1044.69 $470K - $577K
11.9K $10.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
23
+ 1.06%
$5364.25 - $5815.92 $123K - $134K
2.2K $11.9M
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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