Appleton Partners Inc Reduced Holdings in Q4 2024

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-33.6K
- 95.46%
$219.66 - $257.62 $7.37M - $8.64M
1.6K $353K
IQV
Iqvia Holdings Inc.

Healthcare
-30.7K
- 95.23%
$190.97 - $236.63 $5.85M - $7.25M
1.54K $302K
HERO
Global X Fds Video Games & Esp

ETFs
-231K
- 93.87%
$22.79 - $25.51 $5.26M - $5.89M
15.1K $354K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-85.4K
- 14.75%
$50.37 - $50.6 $4.3M - $4.32M
493K $24.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-493
- 1.35%
$501.29 - $612.85 $247K - $302K
36.1K $18.8M
UNH
Unitedhealth Group Inc

Healthcare
-803
- 2.13%
$485.52 - $625.25 $390K - $502K
36.8K $18.6M
ZTS
Zoetis Inc.

Healthcare
-2.83K
- 3.23%
$162.24 - $194.42 $459K - $551K
84.8K $13.8M
MU
Micron Technology Inc

Technology
-2.84K
- 1.82%
$84.16 - $113.41 $239K - $322K
154K $12.9M
DHR
Danaher Corp

Healthcare
-141
- 0.27%
$226.16 - $274.52 $31.9K - $38.7K
51.4K $11.8M
HD
Home Depot, Inc.

Consumer Cyclical
-3.6K
- 5.47%
$385.02 - $431.37 $1.39M - $1.55M
62.3K $24.2M
HSY
Hershey CO

Consumer Defensive
-6.73K
- 23.37%
$168.67 - $193.65 $1.14M - $1.3M
22.1K $3.74M
NOC
Northrop Grumman Corp

Industrials
-1.05K
- 4.84%
$466.52 - $543.88 $490K - $571K
20.6K $9.69M
JNJ
Johnson & Johnson

Healthcare
-5.33K
- 9.65%
$143.34 - $165.86 $764K - $884K
49.9K $7.22M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
-5.44K
- 13.5%
$120.52 - $149.33 $656K - $813K
34.9K $4.56M
COST
Costco Wholesale Corp

Consumer Defensive
-2.21K
- 15.82%
$873.59 - $994.69 $1.93M - $2.2M
11.8K $10.8M
LMT
Lockheed Martin Corp

Industrials
-56
- 0.36%
$479.66 - $614.62 $26.9K - $34.4K
15.7K $7.61M
AMGN
Amgen Inc

Healthcare
-1.11K
- 5.65%
$258.78 - $328.31 $286K - $363K
18.5K $4.81M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.48K
- 1.38%
$148.29 - $166.93 $219K - $246K
105K $15.7M
PEP
Pepsico Inc

Consumer Defensive
-1.89K
- 3.48%
$151.29 - $176.1 $286K - $333K
52.4K $7.97M
AMT
American Tower Corp

Real Estate
-127
- 0.51%
$179.4 - $232.01 $22.8K - $29.5K
24.6K $4.51M
PG
Procter & Gamble CO

Consumer Defensive
-3.52K
- 5.11%
$161.05 - $179.7 $566K - $632K
65.3K $11M
ABBV
Abb Vie Inc.

Healthcare
-671
- 1.65%
$164.99 - $203.87 $111K - $137K
39.9K $7.09M
CSU.TO
Constellation Software Inc.

Technology
-135
- 5.08%
N/A
2.53K $7.83M
LLY
Eli Lilly & CO

Healthcare
-39
- 0.8%
$727.2 - $932.06 $28.4K - $36.4K
4.85K $3.74M
XOM
Exxon Mobil Corp

Energy
-2.18K
- 6.42%
$105.51 - $125.37 $230K - $274K
31.8K $3.42M
VEA
Vanguard Ftse Developed Market

ETFs
-6.57K
- 13.64%
$47.57 - $52.44 $313K - $345K
41.6K $1.99M
VO
Vanguard Mid Cap ETF

ETFs
-2K
- 18.98%
$261.5 - $284.63 $523K - $569K
8.54K $2.26M
RSG
Republic Services, Inc.

Industrials
-2.42K
- 5.11%
$198.0 - $218.75 $479K - $529K
44.9K $9.03M
MCD
Mcdonalds Corp

Consumer Cyclical
-616
- 3.2%
$288.47 - $316.54 $178K - $195K
18.6K $5.4M
Spdr Msci Emerging Markets Str
-5.55K
- 25.75%
N/A
16K $913K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-168
- 0.08%
$20.55 - $23.26 $3.45K - $3.91K
199K $4.2M
MDT
Medtronic PLC

Healthcare
-898
- 2.63%
$79.61 - $92.24 $71.5K - $82.8K
33.3K $2.66M
XLU
Utilities Sector Spdr

ETFs
-1.35K
- 2.48%
$74.89 - $82.93 $101K - $112K
53.2K $4.02M
IWM
Ishares Russell 2000 ETF

ETFs
-1.66K
- 7.71%
$216.13 - $242.4 $359K - $402K
19.9K $4.39M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-1.26K
- 1.43%
$102.08 - $110.92 $128K - $140K
86.8K $8.89M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.5K
- 7.81%
$112.15 - $127.2 $504K - $572K
53.1K $6.42M
ADBE
Adobe Inc.

Technology
-132
- 3.37%
$437.39 - $552.96 $57.7K - $73K
3.79K $1.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.29K
- 15.85%
$59.25 - $72.99 $136K - $167K
12.2K $727K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4.76K
- 3.64%
$50.67 - $50.9 $241K - $242K
126K $6.39M
IBM
International Business Machines Corp

Technology
-1.17K
- 29.82%
$204.9 - $238.04 $239K - $278K
2.75K $604K
JPSE
J P Morgan Diversified Return

ETFs
-757
- 0.43%
$46.77 - $51.7 $35.4K - $39.1K
177K $8.28M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.94K
- 15.32%
$125.5 - $148.67 $243K - $288K
10.7K $1.42M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.44K
- 9.65%
$44.04 - $49.49 $107K - $121K
22.8K $1.01M
LOW
Lowes Companies Inc

Consumer Cyclical
-388
- 10.73%
$244.52 - $284.07 $94.9K - $110K
3.23K $796K
KO
Coca Cola CO

Consumer Defensive
-165
- 0.97%
$61.74 - $71.71 $10.2K - $11.8K
16.8K $1.04M
WSO
Watsco Inc

Industrials
-56
- 0.83%
$466.57 - $568.78 $26.1K - $31.9K
6.71K $3.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-98
- 0.69%
$442.29 - $483.08 $43.3K - $47.3K
14.2K $6.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
-339
- 1.53%
$57.29 - $63.1 $19.4K - $21.4K
21.8K $1.25M
TXN
Texas Instruments Inc

Technology
-218
- 4.1%
N/A
5.09K $955K
Activity Summary
Buys All Purchases 91 New Holdings 14 Increased Positions 77 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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