Appleton Partners Inc Sells in Q1 2025

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-10.4K
- 6.39%
$167.43 - $244.7 $1.74M - $2.54M
152K $25.4M
AAPL
Apple Inc.

Technology
-8.4K
- 2.31%
$209.68 - $247.1 $1.76M - $2.08M
354K $78.7M
EQIX
Equinix Inc

Real Estate
-12.3K
- 81.71%
$803.0 - $959.97 $9.91M - $11.8M
2.76K $2.25M
BAC
Bank Of America Corp

Financial Services
-234K
- 84.08%
$39.61 - $47.74 $9.28M - $11.2M
44.4K $1.85M
MRK
Merck & Co., Inc.

Healthcare
-98.4K
- 92.14%
$83.01 - $101.02 $8.17M - $9.94M
8.39K $753K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.23K
- 0.66%
$190.26 - $242.06 $234K - $297K
185K $35.3M
GOOG
Alphabet Inc.

Communication Services
-134
- 0.09%
$156.06 - $207.71 $20.9K - $27.8K
154K $24.1M
AMGN
Amgen Inc

Healthcare
-11.9K
- 64.43%
$258.59 - $327.36 $3.08M - $3.89M
6.57K $2.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-22.6K
- 1.18%
$21.75 - $24.28 $491K - $548K
1.9M $41.9M
NVDA
Nvidia Corp

Technology
-2.76K
- 3.18%
$106.98 - $149.43 $295K - $412K
84K $9.11M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-780
- 0.38%
$47.79 - $59.89 $37.3K - $46.7K
206K $10.4M
GOOGL
Alphabet Inc.

Communication Services
-1.17K
- 2.1%
$154.33 - $206.19 $181K - $242K
54.5K $8.43M
Ge Vernova Inc
-2.53K
- 4.89%
N/A
49.2K $15M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-62
- 2.66%
$4295.4 - $5141.88 $266K - $319K
2.27K $10.5M
PANW
Palo Alto Networks Inc

Technology
-3.65K
- 8.56%
$167.82 - $208.28 $613K - $761K
39K $6.66M
MUB
Ishares National Muni Bond ETF

ETFs
-10.2K
- 55.44%
$104.71 - $107.69 $1.07M - $1.1M
8.23K $868K
SPY
Spdr S&P 500 ETF Trust

ETFs
-784
- 3.47%
$551.42 - $612.93 $432K - $481K
21.8K $12.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-271
- 0.75%
$497.6 - $606.74 $135K - $164K
35.9K $17.9M
BDX
Becton Dickinson & CO

Healthcare
-4.14K
- 80.55%
$222.79 - $249.08 $923K - $1.03M
1K $229K
VO
Vanguard Mid Cap ETF

ETFs
-2.31K
- 26.99%
$251.87 - $277.95 $581K - $641K
6.23K $1.61M
INTU
Intuit Inc

Technology
-384
- 1.58%
$555.63 - $630.23 $213K - $242K
23.9K $14.7M
IWM
Ishares Russell 2000 ETF

ETFs
-480
- 2.42%
$198.1 - $229.79 $95.1K - $110K
19.4K $3.87M
XLK
Technology Sector Spdr

ETFs
-759
- 5.86%
$206.38 - $242.18 $157K - $184K
12.2K $2.52M
COST
Costco Wholesale Corp

Consumer Defensive
-885
- 7.52%
$890.62 - $1076.86 $788K - $953K
10.9K $10.3M
ACN
Accenture PLC

Technology
-1.08K
- 31.54%
$300.91 - $398.25 $325K - $430K
2.34K $732K
NOW
Service Now, Inc.

Technology
-130
- 9.5%
$783.83 - $1170.39 $102K - $152K
1.24K $986K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11.2K
- 2.28%
$50.39 - $50.66 $566K - $569K
482K $24.4M
GS
Goldman Sachs Group Inc

Financial Services
-359
- 6.08%
$524.81 - $672.19 $188K - $241K
5.54K $3.03M
PEP
Pepsico Inc

Consumer Defensive
-1.35K
- 2.57%
$142.64 - $156.42 $192K - $211K
51.1K $7.66M
ADBE
Adobe Inc.

Technology
-156
- 4.12%
$377.84 - $464.11 $58.9K - $72.4K
3.63K $1.39M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.64K
- 4.97%
$112.81 - $126.16 $298K - $333K
50.5K $6.15M
NFLX
Netflix Inc

Communication Services
-1.11K
- 5.91%
$828.4 - $1058.6 $917K - $1.17M
17.6K $16.4M
ORCL
Oracle Corp

Technology
-472
- 7.97%
$139.81 - $186.47 $66K - $88K
5.45K $762K
NXPI
Nxp Semiconductors N.V.

Technology
-896
- 45.76%
$189.99 - $245.86 $170K - $220K
1.06K $202K
VGT
Vanguard Information Technolog

ETFs
-20
- 0.83%
$542.38 - $646.34 $10.8K - $12.9K
2.4K $1.3M
FNDA
Schwab Fundamental U S Small C

ETFs
-5.31K
- 28.83%
$26.87 - $30.99 $143K - $165K
13.1K $359K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.92K
- 3.11%
$50.72 - $50.92 $199K - $199K
122K $6.21M
FNDX
Schwab Fundamental U S Large C

ETFs
-7.49K
- 18.39%
$23.03 - $25.01 $173K - $187K
33.3K $785K
CRM
Salesforce, Inc.

Technology
-41
- 1.75%
$268.36 - $359.95 $11K - $14.8K
2.3K $616K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-195
- 41.4%
$1187.71 - $1432.58 $232K - $279K
276 $395K
Amplify Cybersecurity ETF
-440
- 0.91%
N/A
47.9K $3.44M
GIS
General Mills Inc

Consumer Defensive
-1.72K
- 16.21%
$57.56 - $65.3 $98.7K - $112K
8.87K $530K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-995
- 18.01%
$96.93 - $109.51 $96.4K - $109K
4.53K $444K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
- 0.38%
$360.07 - $417.26 $4.32K - $5.01K
3.14K $1.13M
ZTS
Zoetis Inc.

Healthcare
-1.66K
- 1.96%
$156.48 - $175.67 $260K - $291K
83.1K $13.7M
TXN
Texas Instruments Inc

Technology
-389
- 7.64%
N/A
4.71K $845K
VRSN
Verisign Inc

Technology
-1.5K
- 24.96%
$205.1 - $254.74 $308K - $382K
4.51K $1.15M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.66K
- 9.45%
$44.72 - $46.25 $119K - $123K
25.4K $1.17M
GLW
Corning Inc

Technology
-430
- 1.01%
$44.91 - $54.25 $19.3K - $23.3K
42.1K $1.93M
Activity Summary
Buys All Purchases 95 New Holdings 9 Increased Positions 86 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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