Appleton Partners Inc Sells in Q3 2024

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYE
Ishares Tr

ETFs
-100
- 1.51%
$44.44 - $49.18 $4.44K - $4.92K
6.54K $303K
IWN
Ishares Russell2000 Val ETF

ETFs
-375
- 11.34%
$150.05 - $171.34 $56.3K - $64.3K
2.93K $489K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-569
- 14.45%
$64.57 - $71.76 $36.7K - $40.8K
3.37K $242K
XLK
Technology Sector Spdr

ETFs
-32
- 0.31%
$197.34 - $237.68 $6.31K - $7.61K
10.4K $2.35M
GLD
Spdr Gold Trust

ETFs
-415
- 12.8%
$215.56 - $246.98 $89.5K - $102K
2.83K $687K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-451
- 7.52%
$59.93 - $66.52 $27K - $30K
5.55K $369K
CHD
Church & Dwight CO Inc

Consumer Defensive
-119
- 2.75%
$98.01 - $106.59 $11.7K - $12.7K
4.21K $441K
WDAY
Workday, Inc.

Technology
-180
- 9.65%
$207.75 - $264.68 $37.4K - $47.6K
1.69K $412K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-62
- 8.93%
$386.81 - $423.12 $24K - $26.2K
632 $267K
PEP
Pepsico Inc

Consumer Defensive
-1.7K
- 3.04%
$161.9 - $179.3 $275K - $305K
54.3K $9.23M
VUG
Vanguard Growth ETF

ETFs
-20
- 2.38%
$341.08 - $391.94 $6.82K - $7.84K
819 $314K
CL
Colgate Palmolive CO

Consumer Defensive
-400
- 6.38%
$95.54 - $108.77 $38.2K - $43.5K
5.87K $610K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.1K
- 6.33%
$75.32 - $84.37 $158K - $177K
31K $2.59M
GLDM
World Gold Trust

ETFs
-725
- 11.22%
$46.2 - $53.01 $33.5K - $38.4K
5.73K $299K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.15K
- 5.56%
$14.7 - $15.89 $16.9K - $18.3K
19.6K $306K
CMCSA
Comcast Corp

Communication Services
-303
- 4.54%
$37.33 - $41.78 $11.3K - $12.7K
6.37K $266K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35
- 1.35%
$434.77 - $502.96 $15.2K - $17.6K
2.56K $1.25M
KMB
Kimberly Clark Corp

Consumer Defensive
-13
- 0.54%
$135.05 - $148.35 $1.76K - $1.93K
2.39K $340K
FNDF
Schwab Fundamental Intl Large

ETFs
-610
- 4.57%
$33.67 - $37.71 $20.5K - $23K
12.7K $476K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-31
- 3.48%
$475.2 - $527.7 $14.7K - $16.4K
860 $454K
NVS
Novartis Ag

Healthcare
-59
- 2.8%
$106.13 - $120.89 $6.26K - $7.13K
2.05K $235K
RLI
Rli Corp

Financial Services
-185
- 6.49%
$137.07 - $154.98 $25.4K - $28.7K
2.67K $413K
IVE
Ishares S&P 500 Value ETF

ETFs
-40
- 3.02%
$181.06 - $197.17 $7.24K - $7.89K
1.28K $253K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-25
- 0.88%
$71.9 - $79.86 $1.8K - $2K
2.8K $223K
CRM
Salesforce, Inc.

Technology
-97
- 3.7%
$238.42 - $276.53 $23.1K - $26.8K
2.52K $691K
FNDA
Schwab Fundamental U S Small C

ETFs
-173
- 2.91%
$54.26 - $60.01 $9.39K - $10.4K
5.78K $344K
VTV
Vanguard Value ETF

ETFs
-45
- 2.38%
$159.75 - $174.57 $7.19K - $7.86K
1.85K $322K
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 2.97%
$119.52 - $132.25 $8.96K - $9.92K
2.45K $324K
NOW
Service Now, Inc.

Technology
-160
- 10.57%
$730.87 - $937.36 $117K - $150K
1.35K $1.21M
VIG
Vanguard Dividend Appreciation

ETFs
-168
- 4.66%
$182.15 - $182.15 $30.6K - $30.6K
3.44K $681K
VZ
Verizon Communications Inc

Communication Services
-135
- 1.73%
$38.89 - $45.0 $5.25K - $6.08K
7.67K $344K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-60
- 1.15%
$75.63 - $84.89 $4.54K - $5.09K
5.17K $435K
VTI
Vanguard Total Stock Market Et

ETFs
-141
- 3.4%
$255.18 - $283.2 $36K - $39.9K
4.01K $1.14M
AMGN
Amgen Inc

Healthcare
-524
- 2.61%
$309.38 - $337.38 $162K - $177K
19.6K $6.31M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-75
- 1.95%
$104.5 - $114.97 $7.84K - $8.62K
3.78K $432K
DHI
Horton D R Inc

Consumer Cyclical
-283
- 17.1%
$135.21 - $197.06 $38.3K - $55.8K
1.37K $262K
DRI
Darden Restaurants Inc

Consumer Cyclical
-25
- 0.93%
$138.06 - $172.74 $3.45K - $4.32K
2.67K $438K
DE
Deere & CO

Industrials
-26
- 2.7%
$344.84 - $418.0 $8.97K - $10.9K
938 $391K
VBR
Vanguard Small Cap Value ETF

ETFs
-5
- 0.28%
$179.99 - $201.6 $900 - $1.01K
1.81K $364K
NEE
Nextera Energy Inc

Utilities
-130
- 4.17%
$69.9 - $84.97 $9.09K - $11K
2.99K $253K
CAT
Caterpillar Inc

Industrials
-184
- 10.08%
$316.8 - $391.12 $58.3K - $72K
1.64K $642K
FNDX
Schwab Fundamental U S Large C

ETFs
-75
- 0.89%
$65.36 - $71.76 $4.9K - $5.38K
8.39K $602K
CB
Chubb LTD

Financial Services
-15
- 1.17%
$252.51 - $292.2 $3.79K - $4.38K
1.26K $364K
VB
Vanguard Small Cap ETF

ETFs
-7
- 0.34%
$214.77 - $237.72 $1.5K - $1.66K
2.07K $490K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-370
- 1.24%
$44.83 - $47.42 $16.6K - $17.5K
29.6K $1.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-411
- 2.36%
$57.32 - $62.65 $23.6K - $25.7K
17K $1.06M
TXN
Texas Instruments Inc

Technology
-98
- 1.81%
$194.6 - $194.6 $19.1K - $19.1K
5.31K $1.1M
Spdr Msci Emerging Markets Str
-820
- 3.66%
N/A
21.6K $1.36M
SBUX
Starbucks Corp

Consumer Cyclical
-625
- 11.22%
$72.51 - $98.6 $45.3K - $61.6K
4.94K $482K
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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