Appleton Partners Inc Purchases in Q3 2024

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
53.5K
New
N/A
53.5K $13.7M
BX
Blackstone Inc.

Financial Services
541
+ 0.54%
$120.77 - $159.66 $65.3K - $86.4K
100K $15.4M
META
Meta Platforms, Inc.

Communication Services
2.17K
+ 9.33%
$453.41 - $572.44 $982K - $1.24M
25.4K $14.5M
EQIX
Equinix Inc

Real Estate
121
+ 0.79%
$749.0 - $890.01 $90.6K - $108K
15.5K $13.7M
CRH.L
Crh PLC

Basic Materials
13.4K
+ 54.53%
N/A
38.1K $3.53M
DHR
Danaher Corp

Healthcare
748
+ 1.47%
$239.25 - $280.76 $179K - $210K
51.5K $14.3M
MCD
Mcdonalds Corp

Consumer Cyclical
1.6K
+ 9.09%
$245.82 - $304.51 $394K - $488K
19.2K $5.86M
CSU.TO
Constellation Software Inc.

Technology
99
+ 3.87%
N/A
2.66K $8.66M
MS
Morgan Stanley

Financial Services
396
+ 0.25%
$92.07 - $106.96 $36.5K - $42.4K
158K $16.4M
AVGO
Broadcom Inc.

Technology
155K
+ 863.4%
$136.27 - $1745.86 $21.1M - $270M
173K $29.8M
IQV
Iqvia Holdings Inc.

Healthcare
588
+ 1.86%
$206.81 - $251.55 $122K - $148K
32.2K $7.63M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.45K
+ 0.68%
$46.9 - $51.96 $68K - $75.3K
214K $11M
IBB
Ishares Biotechnology ETF

ETFs
2.03K
+ 2.76%
$135.09 - $149.47 $275K - $304K
75.7K $11M
BKNG
Booking Holdings Inc.

Consumer Cyclical
57
+ 2.31%
$3305.62 - $4268.05 $188K - $243K
2.52K $10.6M
JPSE
J P Morgan Diversified Return

ETFs
842
+ 0.48%
$43.03 - $48.28 $36.2K - $40.7K
178K $8.54M
WCN
Waste Connections, Inc.

Industrials
3.4K
+ 7.74%
$173.92 - $186.5 $592K - $635K
47.4K $8.48M
XLU
Utilities Sector Spdr

ETFs
620
+ 1.15%
$67.67 - $80.78 $42K - $50.1K
54.5K $4.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.08K
+ 3.8%
$52.1 - $59.66 $265K - $303K
139K $8.23M
SPIB
Spdr Portfolio Intermediate Te

ETFs
12K
+ 5.12%
$32.36 - $33.78 $387K - $404K
245K $8.28M
SYK
Stryker Corp

Healthcare
182
+ 0.66%
$315.94 - $371.96 $57.5K - $67.7K
27.8K $10.1M
XLE
Energy Sector Spdr

ETFs
15.2K
+ 6.36%
$84.35 - $93.39 $1.28M - $1.42M
254K $22.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.83K
+ 3.96%
$24.86 - $26.33 $244K - $259K
258K $6.75M
CME
Cme Group Inc.

Financial Services
339
+ 2.09%
$193.43 - $220.62 $65.6K - $74.8K
16.6K $3.65M
FLRN
Spdr Bloomberg Investment Grad

ETFs
10.4K
+ 5.29%
$30.55 - $30.85 $319K - $322K
208K $6.41M
HSY
Hershey CO

Consumer Defensive
353
+ 1.24%
$182.45 - $203.25 $64.4K - $71.7K
28.8K $5.53M
GLW
Corning Inc

Technology
595
+ 1.41%
$37.76 - $46.2 $22.5K - $27.5K
42.8K $1.93M
MNST
Monster Beverage Corp

Consumer Defensive
105
+ 0.08%
$45.01 - $52.47 $4.73K - $5.51K
127K $6.64M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.9K
+ 1.41%
$19.48 - $20.97 $56.5K - $60.8K
208K $4.32M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
1.64K
+ 4.23%
$132.24 - $158.02 $217K - $259K
40.3K $6.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
646
+ 0.58%
$49.77 - $51.95 $32.2K - $33.6K
113K $5.84M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.38K
New
$55.06 - $62.25 $186K - $211K
3.38K $208K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.45K
New
$28.02 - $32.68 $181K - $211K
6.45K $208K
VMC
Vulcan Materials CO

Basic Materials
591
+ 1.82%
$231.83 - $274.51 $137K - $162K
33.1K $8.3M
MUB
Ishares National Muni Bond ETF

ETFs
1.7K
+ 71.71%
$106.13 - $108.7 $181K - $185K
4.08K $443K
CTAS
Cintas Corp

Industrials
5.83K
+ 284.95%
$201.38 - $819.83 $1.17M - $4.78M
7.88K $1.62M
STZ
Constellation Brands, Inc.

Consumer Defensive
581
+ 1.68%
$236.42 - $259.82 $137K - $151K
35.1K $9.06M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.4K
+ 2.1%
$23.04 - $24.06 $55.2K - $57.7K
117K $2.8M
DOW
Dow Inc.

Basic Materials
1.96K
+ 8.48%
$50.15 - $55.41 $98K - $108K
25K $1.37M
ROL
Rollins Inc

Consumer Cyclical
1.94K
+ 9.9%
$45.93 - $51.4 $89.1K - $99.7K
21.5K $1.09M
XLF
Financial Sector Spdr

ETFs
316
+ 1.42%
$40.84 - $45.74 $12.9K - $14.5K
22.5K $1.02M
RTX
Raytheon Technologies Corp

Industrials
20
+ 0.49%
$99.55 - $123.34 $1.99K - $2.47K
4.13K $500K
IWP
Ishares Russell Mid Cap Growth

ETFs
350
+ 5.96%
$103.87 - $117.59 $36.4K - $41.2K
6.23K $730K
COMB
Graniteshares ETF Tr Bloomber

ETFs
2.74K
+ 1.71%
$19.07 - $20.73 $52.3K - $56.8K
163K $3.34M
MA
Mastercard Inc

Financial Services
18
+ 1.71%
$429.6 - $500.99 $7.73K - $9.02K
1.07K $530K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
165
+ 3.06%
$91.37 - $101.65 $15.1K - $16.8K
5.55K $564K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.22K
+ 1.66%
$20.69 - $21.17 $45.9K - $47K
136K $2.86M
T
At&T Inc.

Communication Services
21
+ 0.16%
$18.21 - $22.28 $382 - $468
12.8K $282K
XLP
Consumer Staples Sector Spdr

ETFs
176
+ 5.39%
$76.04 - $76.04 $13.4K - $13.4K
3.44K $286K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.1%
$332.02 - $382.76 $996 - $1.15K
3.14K $1.18M
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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