Appleton Partners Inc Incresed Positions in Q4 2025

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
13.3K
+ 642.66%
$194.07 - $220.67 $2.57M - $2.93M
15.3K $2.99M
WELL
Welltower Inc.

Real Estate
3.39K
+ 3.78%
$165.94 - $193.82 $562K - $656K
93K $17.3M
JNJ
Johnson & Johnson

Healthcare
179
+ 0.38%
$185.98 - $199.58 $33.3K - $35.7K
47.2K $9.77M
FLRN
Spdr Bloomberg Investment Grad

ETFs
31K
+ 6.96%
$30.72 - $30.86 $954K - $958K
477K $14.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.1K
+ 0.25%
N/A
442K $19M
V
Visa Inc.

Financial Services
209
+ 0.26%
$325.75 - $352.42 $68.1K - $73.7K
80.3K $28.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
166
+ 7.54%
$4804.01 - $5424.55 $797K - $900K
2.37K $12.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
42.7K
+ 26.47%
$18.14 - $18.51 $774K - $790K
204K $3.72M
SPIB
Spdr Portfolio Intermediate Te

ETFs
17.8K
+ 6.2%
$33.69 - $34.08 $601K - $608K
306K $10.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
21.6K
+ 6.84%
$25.75 - $26.12 $557K - $565K
338K $8.69M
CAT
Caterpillar Inc

Industrials
236
+ 14.29%
$480.82 - $585.49 $113K - $138K
1.89K $1.08M
ADSK
Autodesk, Inc.

Technology
2.79K
+ 11.31%
N/A
27.5K $8.13M
JPSE
J P Morgan Diversified Return

ETFs
4.76K
+ 2.57%
$48.44 - $50.76 $230K - $241K
190K $9.52M
XOM
Exxon Mobil Corp

Energy
159
+ 0.51%
$110.64 - $119.78 $17.6K - $19K
31.5K $3.8M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
2.06K
+ 2.3%
$104.95 - $108.98 $217K - $225K
91.7K $9.97M
ACN
Accenture PLC

Technology
728
+ 35.58%
$234.02 - $253.35 $170K - $184K
2.77K $744K
RTX
Raytheon Technologies Corp

Industrials
842
+ 21.8%
$157.0 - $179.44 $132K - $151K
4.71K $863K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
9.19K
+ 7.05%
$23.54 - $23.93 $216K - $220K
140K $3.3M
TMUS
T Mobile Us, Inc.

Communication Services
1.03K
+ 105.56%
$201.01 - $233.26 $206K - $239K
2K $405K
XLE
Energy Sector Spdr

ETFs
273K
+ 101.08%
$85.22 - $92.02 $23.3M - $25.1M
544K $24.3M
DE
Deere & CO

Industrials
295
+ 31.42%
$439.11 - $480.78 $130K - $142K
1.23K $575K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.86K
+ 0.71%
$56.0 - $57.6 $104K - $107K
264K $15.1M
TRV
Travelers Companies, Inc.

Financial Services
425
+ 25.27%
$261.57 - $287.42 $111K - $122K
2.11K $611K
ROL
Rollins Inc

Consumer Cyclical
1.04K
+ 1.9%
$53.87 - $59.67 $56.2K - $62.2K
55.9K $3.36M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.46K
+ 4.19%
$51.27 - $51.8 $280K - $283K
136K $6.79M
TXN
Texas Instruments Inc

Technology
864
+ 24.59%
N/A
4.38K $759K
EVR
Evercore Inc.

Financial Services
66
+ 0.22%
$291.66 - $334.01 $19.2K - $22K
30.7K $10.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.57K
+ 3.01%
$20.77 - $20.97 $94.9K - $95.9K
156K $3.28M
MAA
Mid America Apartment Communities Inc.

Real Estate
784
+ 11.97%
$126.28 - $138.0 $99K - $108K
7.33K $1.02M
CSX
Csx Corp

Industrials
2.34K
+ 12.86%
$34.88 - $36.67 $81.8K - $86K
20.6K $746K
GLDM
World Gold Trust

ETFs
402
+ 5.58%
$76.32 - $86.69 $30.7K - $34.8K
7.6K $649K
XLF
Financial Sector Spdr

ETFs
1.34K
+ 4.89%
$51.76 - $53.77 $69.1K - $71.8K
28.6K $1.57M
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.19%
$656.2 - $690.71 $6.56K - $6.91K
5.23K $3.58M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
625
+ 14.1%
$116.0 - $122.39 $72.5K - $76.5K
5.06K $612K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
775
+ 18.77%
$92.12 - $96.99 $71.4K - $75.2K
4.9K $474K
WCN
Waste Connections, Inc.

Industrials
612
+ 1.19%
$165.31 - $178.47 $101K - $109K
51.9K $9.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.7K
+ 5.05%
$20.85 - $21.86 $224K - $235K
224K $4.67M
UNP
Union Pacific Corp

Industrials
378
+ 14.02%
$216.37 - $237.41 $81.8K - $89.7K
3.08K $711K
CHD
Church & Dwight CO Inc

Consumer Defensive
885
+ 24.1%
$81.8 - $90.01 $72.4K - $79.7K
4.56K $382K
CME
Cme Group Inc.

Financial Services
23
+ 0.14%
$261.53 - $285.04 $6.02K - $6.56K
16.4K $4.48M
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 0.44%
$293.81 - $310.11 $22.6K - $23.9K
17.7K $5.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.14K
+ 0.96%
$50.85 - $51.0 $58K - $58.1K
120K $6.09M
VUG
Vanguard Growth ETF

ETFs
69
+ 8.31%
$470.44 - $504.26 $32.5K - $34.8K
899 $439K
VTV
Vanguard Value ETF

ETFs
153
+ 8.48%
$182.87 - $189.72 $28K - $29K
1.96K $374K
BA
Boeing CO

Industrials
124
+ 7.67%
$191.81 - $225.32 $23.8K - $27.9K
1.74K $378K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
664
+ 4.32%
$25.2 - $26.46 $16.7K - $17.6K
16K $421K
ITW
Illinois Tool Works Inc

Industrials
181
+ 10.72%
$242.03 - $260.73 $43.8K - $47.2K
1.87K $461K
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.15%
$459.47 - $491.71 $2.3K - $2.46K
3.28K $1.55M
VBR
Vanguard Small Cap Value ETF

ETFs
27
+ 1.73%
$201.42 - $211.15 $5.44K - $5.7K
1.59K $337K
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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