Appleton Partners Inc Incresed Positions in Q1 2025

Appleton Partners Inc

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

Real Estate
55.5K
+ 212.53%
$124.05 - $156.86 $6.89M - $8.71M
81.6K $12.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.1K
+ 85.11%
$442.66 - $534.52 $5.34M - $6.44M
26.2K $14M
XLE
Energy Sector Spdr

ETFs
16.6K
+ 6.48%
$85.7 - $93.96 $1.42M - $1.56M
273K $25.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
128
+ 0.26%
$275.89 - $345.24 $35.3K - $44.2K
48.5K $16.7M
META
Meta Platforms, Inc.

Communication Services
5.6K
+ 21.27%
$576.36 - $736.67 $3.23M - $4.12M
31.9K $18.4M
CW
Curtiss Wright Corp

Industrials
10.1K
+ 72.08%
$304.82 - $384.07 $3.08M - $3.88M
24.1K $7.65M
RSG
Republic Services, Inc.

Industrials
1.24K
+ 2.75%
$200.09 - $242.16 $247K - $299K
46.1K $11.2M
FLRN
Spdr Bloomberg Investment Grad

ETFs
34K
+ 7.82%
$30.71 - $30.87 $1.05M - $1.05M
470K $14.5M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
10.3K
+ 29.56%
$123.87 - $158.75 $1.28M - $1.64M
45.2K $5.6M
NOC
Northrop Grumman Corp

Industrials
215
+ 1.04%
$433.45 - $513.82 $93.2K - $110K
20.9K $10.7M
CTAS
Cintas Corp

Industrials
2.74K
+ 20.65%
$182.09 - $208.14 $499K - $570K
16K $3.29M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.85K
+ 317.87%
$408.78 - $448.82 $756K - $830K
2.43K $1.02M
UNH
Unitedhealth Group Inc

Healthcare
77
+ 0.21%
$461.52 - $548.18 $35.5K - $42.2K
36.9K $19.3M
XLU
Utilities Sector Spdr

ETFs
5.78K
+ 10.88%
$74.7 - $80.27 $432K - $464K
58.9K $4.65M
ADP
Automatic Data Processing Inc

Industrials
1.63K
+ 25.02%
$286.85 - $318.64 $467K - $519K
8.14K $2.49M
ROL
Rollins Inc

Consumer Cyclical
3.68K
+ 7.46%
$45.65 - $54.03 $168K - $199K
53K $2.87M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.4K
+ 5.59%
$24.73 - $25.62 $382K - $396K
292K $7.45M
MU
Micron Technology Inc

Technology
1.41K
+ 0.92%
$86.89 - $109.38 $123K - $155K
155K $13.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.1K
+ 4.21%
$32.5 - $33.3 $361K - $370K
275K $9.15M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 3.35%
$105.44 - $118.93 $113K - $127K
32.9K $3.91M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
963
+ 98.47%
$522.96 - $601.18 $504K - $579K
1.94K $1.04M
MDT
Medtronic PLC

Healthcare
1.59K
+ 4.77%
$79.84 - $94.5 $127K - $150K
34.9K $3.14M
CB
Chubb LTD

Financial Services
1.48K
+ 124.58%
$257.71 - $301.99 $380K - $445K
2.66K $803K
MCD
Mcdonalds Corp

Consumer Cyclical
163
+ 0.88%
$279.74 - $321.29 $45.6K - $52.4K
18.8K $5.87M
SYY
Sysco Corp

Consumer Defensive
6.66K
+ 27.37%
$70.0 - $77.13 $466K - $514K
31K $2.33M
CSCO
Cisco Systems, Inc.

Technology
6.74K
+ 53.06%
$58.74 - $64.87 $396K - $437K
19.4K $1.2M
COMB
Graniteshares ETF Tr Bloomber

ETFs
6.61K
+ 4.07%
$19.9 - $21.85 $132K - $144K
169K $3.67M
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
1.97K
+ 1.53%
$14.04 - $19.41 $27.6K - $38.2K
131K $2.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.91K
+ 3.14%
$56.17 - $59.71 $444K - $472K
260K $14.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
6.69K
+ 5.75%
$49.42 - $50.43 $331K - $337K
123K $6.15M
BR
Broadridge Financial Solutions, Inc.

Technology
503
+ 3.92%
$221.46 - $244.83 $111K - $123K
13.3K $3.23M
ABT
Abbott Laboratories

Healthcare
278
+ 1.96%
$111.1 - $140.22 $30.9K - $39K
14.4K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
770
+ 1.18%
$158.56 - $176.26 $122K - $136K
66.1K $11.3M
WMT
Walmart Inc.

Consumer Defensive
5.05K
+ 7.95%
$84.5 - $105.05 $427K - $530K
68.5K $6.02M
WSO
Watsco Inc

Industrials
89
+ 1.33%
$463.86 - $530.75 $41.3K - $47.2K
6.8K $3.46M
DHR
Danaher Corp

Healthcare
7.49K
+ 14.59%
$201.62 - $250.59 $1.51M - $1.88M
58.9K $12.1M
IBM
International Business Machines Corp

Technology
756
+ 27.5%
$217.4 - $264.74 $164K - $200K
3.51K $872K
VUG
Vanguard Growth ETF

ETFs
766
+ 134.62%
$369.1 - $427.61 $283K - $328K
1.34K $495K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.89K
+ 3.45%
$20.2 - $22.24 $139K - $153K
206K $4.44M
GE
General Electric CO

Industrials
547
+ 14.7%
$168.59 - $212.13 $92.2K - $116K
4.27K $855K
HSY
Hershey CO

Consumer Defensive
1.03K
+ 4.66%
$144.74 - $186.36 $149K - $192K
23.1K $3.95M
VMC
Vulcan Materials CO

Basic Materials
4.22K
+ 13.02%
$220.9 - $277.54 $931K - $1.17M
36.6K $8.54M
MMM
3 M CO

Industrials
905
+ 26.22%
$129.7 - $155.12 $117K - $140K
4.36K $640K
WFC
Wells Fargo & Company

Financial Services
2.23K
+ 25.15%
$66.78 - $81.42 $149K - $182K
11.1K $797K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
975
+ 19.08%
$128.74 - $138.67 $126K - $135K
6.09K $826K
GLD
Spdr Gold Trust

ETFs
78
+ 2.8%
$243.19 - $288.14 $19K - $22.5K
2.86K $825K
CVX
Chevron Corp

Energy
411
+ 12.56%
$146.71 - $167.97 $60.3K - $69K
3.68K $616K
DE
Deere & CO

Industrials
200
+ 21.1%
$408.57 - $509.27 $81.7K - $102K
1.15K $539K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.14K
+ 7.96%
$72.7 - $84.32 $155K - $180K
29K $2.16M
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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