Appleton Partners Inc Sells in Q4 2024

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-1
- 0.06%
$197.36 - $217.3 $197 - $217
1.81K $359K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.41%
$563.99 - $620.12 $2.26K - $2.48K
978 $557K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1
- 0.04%
$126.68 - $134.74 $127 - $135
2.44K $311K
IWR
Ishares Russell Mid Cap ETF

ETFs
-40
- 0.17%
$87.25 - $95.52 $3.49K - $3.82K
23.2K $2.05M
DRI
Darden Restaurants Inc

Consumer Cyclical
-310
- 11.61%
$155.96 - $188.66 $48.3K - $58.5K
2.36K $441K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-25
- 0.44%
$80.84 - $86.4 $2.02K - $2.16K
5.7K $474K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-79
- 2.01%
$180.39 - $205.43 $14.3K - $16.2K
3.85K $731K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-25
- 0.45%
$100.18 - $109.1 $2.5K - $2.73K
5.53K $580K
HON
Honeywell International Inc

Industrials
-92
- 4.27%
$202.84 - $236.0 $18.7K - $21.7K
2.06K $466K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-71
- 2.77%
$481.22 - $538.17 $34.2K - $38.2K
2.49K $1.27M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.06K
- 4.19%
$55.73 - $66.16 $505K - $600K
207K $12.5M
ADP
Automatic Data Processing Inc

Industrials
-250
- 3.7%
$280.08 - $307.97 $70K - $77K
6.51K $1.91M
EMLP
First Tr Exchange Traded Iv

ETFs
-6.18K
- 4.56%
$33.69 - $38.24 $208K - $236K
129K $4.61M
BR
Broadridge Financial Solutions, Inc.

Technology
-366
- 2.77%
$209.64 - $236.44 $76.7K - $86.5K
12.8K $2.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
-180
- 0.37%
$278.49 - $315.16 $50.1K - $56.7K
48.3K $13.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-210
- 19.11%
$213.65 - $479.86 $44.9K - $101K
889 $359K
GLW
Corning Inc

Technology
-327
- 0.76%
$44.11 - $49.76 $14.4K - $16.3K
42.5K $2.02M
VRSN
Verisign Inc

Technology
-80
- 1.31%
$176.68 - $206.96 $14.1K - $16.6K
6.01K $1.24M
CRM
Salesforce, Inc.

Technology
-187
- 7.41%
$270.87 - $367.87 $50.7K - $68.8K
2.34K $781K
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
-4.45K
- 3.34%
$12.87 - $15.57 $57.3K - $69.3K
129K $1.88M
WFC
Wells Fargo & Company

Financial Services
-231
- 2.54%
$54.98 - $77.35 $12.7K - $17.9K
8.88K $623K
INTU
Intuit Inc

Technology
-67
- 0.28%
$602.01 - $706.25 $40.3K - $47.3K
24.3K $15.3M
GS
Goldman Sachs Group Inc

Financial Services
-264
- 4.28%
$486.1 - $608.57 $128K - $161K
5.9K $3.38M
DIS
Walt Disney CO

Communication Services
-11.1K
- 10.21%
$92.39 - $117.6 $1.03M - $1.31M
97.9K $10.9M
EQIX
Equinix Inc

Real Estate
-357
- 2.31%
$865.69 - $985.0 $309K - $352K
15.1K $14.2M
BAC
Bank Of America Corp

Financial Services
-16.4K
- 5.57%
$39.22 - $47.77 $644K - $785K
279K $12.3M
WMT
Walmart Inc.

Consumer Defensive
-512
- 0.8%
$79.1 - $95.7 $40.5K - $49K
63.5K $5.74M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-187
- 7.42%
$4100.99 - $5300.34 $767K - $991K
2.33K $11.6M
GOOGL
Alphabet Inc.

Communication Services
-1.31K
- 2.29%
$161.86 - $196.66 $212K - $257K
55.7K $10.5M
BX
Blackstone Inc.

Financial Services
-4.51K
- 4.5%
$148.45 - $199.05 $669K - $898K
95.8K $16.5M
AAPL
Apple Inc.

Technology
-19.1K
- 5.0%
$221.69 - $259.02 $4.23M - $4.94M
363K $90.8M
V
Visa Inc.

Financial Services
-5.79K
- 6.08%
$273.87 - $320.91 $1.58M - $1.86M
89.4K $28.2M
GOOG
Alphabet Inc.

Communication Services
-5.93K
- 3.7%
$163.08 - $198.16 $968K - $1.18M
154K $29.4M
JPM
Jpmorgan Chase & CO

Financial Services
-6.81K
- 4.56%
$205.18 - $250.29 $1.4M - $1.7M
143K $34.2M
NFLX
Netflix Inc

Communication Services
-913
- 4.65%
$687.65 - $936.56 $628K - $855K
18.7K $16.7M
MS
Morgan Stanley

Financial Services
-4.69K
- 2.97%
$104.42 - $134.99 $490K - $633K
153K $19.2M
Ge Vernova Inc
-1.83K
- 3.43%
N/A
51.7K $17M
AMZN
Amazon Com Inc

Consumer Cyclical
-8.21K
- 4.22%
$180.88 - $232.93 $1.49M - $1.91M
187K $40.9M
AVGO
Broadcom Inc.

Technology
-10.3K
- 5.99%
$159.67 - $250.0 $1.65M - $2.58M
162K $37.6M
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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