Appleton Partners Inc Purchases in Q4 2025

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
WCN
Waste Connections, Inc.

Industrials
612
+ 1.19%
$165.31 - $178.47 $101K - $109K
51.9K $9.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.7K
+ 5.05%
$20.85 - $21.86 $224K - $235K
224K $4.67M
UNP
Union Pacific Corp

Industrials
378
+ 14.02%
$216.37 - $237.41 $81.8K - $89.7K
3.08K $711K
CHD
Church & Dwight CO Inc

Consumer Defensive
885
+ 24.1%
$81.8 - $90.01 $72.4K - $79.7K
4.56K $382K
MCD
Mcdonalds Corp

Consumer Cyclical
77
+ 0.44%
$293.81 - $310.11 $22.6K - $23.9K
17.7K $5.4M
CME
Cme Group Inc.

Financial Services
23
+ 0.14%
$261.53 - $285.04 $6.02K - $6.56K
16.4K $4.48M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.14K
+ 0.96%
$50.85 - $51.0 $58K - $58.1K
120K $6.09M
VUG
Vanguard Growth ETF

ETFs
69
+ 8.31%
$470.44 - $504.26 $32.5K - $34.8K
899 $439K
VTV
Vanguard Value ETF

ETFs
153
+ 8.48%
$182.87 - $189.72 $28K - $29K
1.96K $374K
BA
Boeing CO

Industrials
124
+ 7.67%
$191.81 - $225.32 $23.8K - $27.9K
1.74K $378K
ITW
Illinois Tool Works Inc

Industrials
181
+ 10.72%
$242.03 - $260.73 $43.8K - $47.2K
1.87K $461K
IWF
Ishares Russell 1000 Gr ETF

ETFs
5
+ 0.15%
$459.47 - $491.71 $2.3K - $2.46K
3.28K $1.55M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
15
+ 0.32%
$91.84 - $96.06 $1.38K - $1.44K
4.66K $443K
VBR
Vanguard Small Cap Value ETF

ETFs
27
+ 1.73%
$201.42 - $211.15 $5.44K - $5.7K
1.59K $337K
EMLP
First Tr Exchange Traded Iv

ETFs
1.18K
+ 0.92%
$37.38 - $38.54 $43.9K - $45.3K
129K $4.87M
VZ
Verizon Communications Inc

Communication Services
181
+ 1.72%
$38.4 - $43.83 $6.95K - $7.93K
10.7K $437K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
114
+ 2.78%
$91.7 - $105.68 $10.5K - $12K
4.21K $384K
COMB
Graniteshares ETF Tr Bloomber

ETFs
2.77K
+ 1.6%
$21.7 - $22.96 $60K - $63.5K
176K $3.72M
T
At&T Inc.

Communication Services
19
+ 0.1%
$24.44 - $27.55 $464 - $523
19K $471K
Fidelity Wise Origin Bitcoin F
213
+ 4.93%
N/A
4.53K $346K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.02%
$452.1 - $514.24 $452 - $514
6.42K $3.1M
ABT
Abbott Laboratories

Healthcare
99
+ 0.72%
$123.62 - $134.59 $12.2K - $13.3K
13.9K $1.74M
BR
Broadridge Financial Solutions, Inc.

Technology
89
+ 0.74%
$217.49 - $236.9 $19.4K - $21.1K
12.1K $2.69M
XLK
Technology Sector Spdr

ETFs
11.6K
+ 86.18%
$278.39 - $304.13 $3.23M - $3.53M
25.1K $3.61M
DGX
Quest Diagnostics Inc

Healthcare
733
+ 3.62%
N/A
21K $3.64M
XLU
Utilities Sector Spdr

ETFs
63.6K
+ 96.42%
$87.89 - $92.9 $5.59M - $5.91M
130K $5.53M
ORCL
Oracle Corp

Technology
1.05K
+ 20.55%
$217.57 - $313.0 $228K - $328K
6.14K $1.2M
ADP
Automatic Data Processing Inc

Industrials
193
+ 2.44%
$250.9 - $292.94 $48.4K - $56.5K
8.1K $2.08M
SYY
Sysco Corp

Consumer Defensive
100
+ 0.34%
$72.9 - $83.27 $7.29K - $8.33K
29.4K $2.17M
HLI
Houlihan Lokey, Inc.

Financial Services
419
+ 3.87%
$178.07 - $202.25 $74.6K - $84.7K
11.3K $1.96M
VRSK
Verisk Analytics, Inc.

Industrials
4.08K
+ 9.47%
$208.0 - $249.55 $849K - $1.02M
47.2K $10.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.6K
+ 1.61%
$145.59 - $162.64 $233K - $260K
101K $16.3M
SYK
Stryker Corp

Healthcare
253
+ 0.84%
$353.81 - $388.35 $89.5K - $98.3K
30.5K $10.7M
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
175
+ 0.14%
$19.6 - $22.61 $3.43K - $3.96K
127K $2.15M
RSG
Republic Services, Inc.

Industrials
581
+ 1.36%
$204.12 - $227.29 $119K - $132K
43.3K $9.17M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.26K
+ 15.19%
$34.69 - $82.16 $148K - $350K
32.3K $1.3M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.4K
+ 8.35%
$71.69 - $105.67 $819K - $1.21M
148K $11.3M
CDNS
Cadence Design Systems Inc

Technology
655
+ 1.74%
$314.93 - $353.36 $206K - $231K
38.4K $12M
SPOT
Spotify Technology S.A.

Communication Services
281
+ 2.0%
$616.91 - $707.3 $173K - $199K
14.4K $8.34M
BX
Blackstone Inc.

Financial Services
816
+ 0.83%
$138.42 - $168.45 $113K - $137K
98.8K $15.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
438
+ 0.9%
$242.98 - $310.48 $106K - $136K
49.3K $12.8M
NOW
Service Now, Inc.

Technology
42K
+ 353.88%
$835.79 - $946.29 $35.1M - $39.8M
53.9K $8.26M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 0.43%
$358.03 - $397.02 $98.8K - $110K
65K $22.4M
MSFT
Microsoft Corp

Technology
118
+ 0.1%
$496.82 - $542.07 $58.6K - $64K
117K $56.8M
NFLX
Netflix Inc

Communication Services
154K
+ 916.59%
$110.29 - $1241.35 $17M - $191M
171K $16M
Activity Summary
Buys All Purchases 96 New Holdings 14 Increased Positions 82 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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