Appleton Partners Inc Reduced Holdings in Q3 2024

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-2.36K
- 1.45%
$149.54 - $192.66 $352K - $454K
160K $26.8M
ACN
Accenture PLC

Technology
-9.75K
- 74.98%
$295.44 - $355.81 $2.88M - $3.47M
3.25K $1.15M
MSFT
Microsoft Corp

Technology
-1.17K
- 0.97%
$395.15 - $467.56 $464K - $549K
119K $51.4M
INTU
Intuit Inc

Technology
-2.27K
- 8.52%
$602.97 - $670.49 $1.37M - $1.52M
24.3K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.16K
- 0.59%
$161.02 - $200.0 $186K - $231K
195K $36.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-30.9K
- 19.12%
$50.61 - $50.96 $1.56M - $1.58M
131K $6.66M
GOOGL
Alphabet Inc.

Communication Services
-1.38K
- 2.36%
$148.65 - $191.18 $205K - $264K
57K $9.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.1K
- 3.83%
$50.25 - $50.74 $1.16M - $1.17M
579K $29.4M
WSO
Watsco Inc

Industrials
-1.93K
- 22.2%
$448.73 - $519.89 $866K - $1M
6.77K $3.33M
DIS
Walt Disney CO

Communication Services
-3.08K
- 2.75%
$85.6 - $98.61 $264K - $304K
109K $10.5M
PANW
Palo Alto Networks Inc

Technology
-1.63K
- 6.24%
$294.18 - $368.01 $479K - $599K
24.5K $8.36M
RSG
Republic Services, Inc.

Industrials
-3.96K
- 7.72%
$189.34 - $208.21 $749K - $824K
47.3K $9.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.87K
- 7.46%
$517.38 - $573.86 $968K - $1.07M
23.2K $13.3M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-731
- 5.46%
$126.87 - $148.36 $92.7K - $108K
12.7K $1.67M
ABNB
Airbnb, Inc.

Consumer Cyclical
-800
- 11.43%
$113.01 - $154.34 $90.4K - $123K
6.2K $786K
CVX
Chevron Corp

Energy
-1.49K
- 31.73%
$137.88 - $161.97 $206K - $242K
3.22K $473K
BAC
Bank Of America Corp

Financial Services
-5.92K
- 1.96%
$36.65 - $44.13 $217K - $261K
295K $11.7M
ADBE
Adobe Inc.

Technology
-202
- 4.9%
$508.13 - $586.55 $103K - $118K
3.92K $2.03M
EW
Edwards Lifesciences Corp

Healthcare
-1.63K
- 30.67%
$59.7 - $93.78 $97.3K - $153K
3.69K $243K
DFS
Discover Financial Services

Financial Services
-2.8K
- 14.04%
$123.41 - $144.72 $345K - $404K
17.1K $2.4M
INTC
Intel Corp

Technology
-442
- 2.08%
$18.9 - $34.87 $8.35K - $15.4K
20.8K $488K
VRSN
Verisign Inc

Technology
-1.29K
- 17.52%
$174.18 - $190.64 $225K - $247K
6.09K $1.16M
LLY
Eli Lilly & CO

Healthcare
-58
- 1.17%
$772.14 - $960.02 $44.8K - $55.7K
4.89K $4.33M
ORCL
Oracle Corp

Technology
-1.84K
- 29.07%
$125.9 - $170.35 $232K - $313K
4.49K $765K
TJX
Tjx Companies Inc

Consumer Cyclical
-5.05K
- 8.06%
$107.93 - $120.23 $545K - $608K
57.6K $6.77M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.75K
- 20.56%
$64.35 - $75.71 $241K - $284K
14.5K $1.07M
F
Ford Motor CO

Consumer Cyclical
-5.5K
- 16.35%
$9.71 - $14.55 $53.4K - $80K
28.1K $297K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.64K
- 15.52%
$41.9 - $48.26 $194K - $224K
25.3K $1.21M
VLO
Valero Energy Corp

Energy
-90
- 2.38%
$132.81 - $163.48 $12K - $14.7K
3.68K $497K
BA
Boeing CO

Industrials
-190
- 10.3%
$152.04 - $190.6 $28.9K - $36.2K
1.66K $252K
VEA
Vanguard Ftse Developed Market

ETFs
-4.94K
- 9.3%
$47.6 - $53.31 $235K - $263K
48.2K $2.54M
NXPI
Nxp Semiconductors N.V.

Technology
-55
- 2.71%
$225.14 - $290.78 $12.4K - $16K
1.98K $474K
TSLA
Tesla, Inc.

Consumer Cyclical
-672
- 37.94%
$191.76 - $263.26 $129K - $177K
1.1K $288K
WFC
Wells Fargo & Company

Financial Services
-450
- 4.71%
$51.58 - $60.97 $23.2K - $27.4K
9.11K $514K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.23K
- 10.15%
$82.16 - $90.4 $101K - $111K
10.9K $981K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-847
- 17.04%
$105.53 - $118.34 $89.4K - $100K
4.12K $482K
PFE
Pfizer Inc

Healthcare
-2.03K
- 16.94%
$27.7 - $31.39 $56.1K - $63.6K
9.94K $288K
CVS
Cvs Health Corp

Healthcare
-875
- 21.0%
$55.81 - $63.18 $48.8K - $55.3K
3.29K $207K
TEL
Te Connectivity Ltd.

Technology
-164
- 1.03%
$141.97 - $159.66 $23.3K - $26.2K
15.8K $2.36M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1K
- 20.0%
$47.72 - $53.81 $47.7K - $53.8K
4K $213K
EEM
Ishares Msci Emerging Markets

ETFs
-2.11K
- 11.33%
$40.42 - $46.7 $85.3K - $98.5K
16.5K $757K
APH
Amphenol Corp

Technology
-76
- 0.56%
$58.39 - $70.41 $4.44K - $5.35K
13.4K $875K
YUM
Yum Brands Inc

Consumer Cyclical
-579
- 8.73%
$125.95 - $139.96 $72.9K - $81K
6.06K $846K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-650
- 16.83%
$87.56 - $95.49 $56.9K - $62.1K
3.21K $307K
XLB
Select Sector Spdr Fd Material

ETFs
-513
- 17.84%
$86.95 - $97.09 $44.6K - $49.8K
2.36K $228K
IEFA
Ishares Tr

ETFs
-698
- 12.66%
$70.09 - $78.74 $48.9K - $55K
4.82K $376K
HON
Honeywell International Inc

Industrials
-40
- 1.82%
$196.73 - $220.21 $7.87K - $8.81K
2.15K $445K
EOG
Eog Resources Inc

Energy
-55
- 1.22%
$117.9 - $132.65 $6.48K - $7.3K
4.46K $549K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.13K
- 11.87%
$69.31 - $77.34 $78.5K - $87.6K
8.42K $645K
Activity Summary
Buys All Purchases 61 New Holdings 3 Increased Positions 58 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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