Appleton Partners Inc Incresed Positions in Q4 2024

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
58
+ 1.8%
$141.15 - $162.53 $8.19K - $9.43K
3.27K $474K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.71K
+ 199.97%
$27.54 - $83.04 $185K - $557K
10.1K $279K
ITW
Illinois Tool Works Inc

Industrials
32
+ 2.12%
$253.56 - $278.5 $8.11K - $8.91K
1.54K $392K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
19
+ 1.95%
$209.89 - $233.24 $3.99K - $4.43K
994 $211K
IEFA
Ishares Tr

ETFs
401
+ 8.32%
$70.06 - $77.43 $28.1K - $31K
5.22K $367K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.3K
+ 185.86%
$22.01 - $66.82 $227K - $689K
15.9K $360K
WM
Waste Management Inc

Industrials
6
+ 0.21%
$201.79 - $228.46 $1.21K - $1.37K
2.88K $582K
XLB
Select Sector Spdr Fd Material

ETFs
143
+ 6.05%
$83.8 - $97.58 $12K - $14K
2.51K $211K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.58K
+ 3.17%
$49.87 - $52.46 $178K - $188K
116K $5.81M
WELL
Welltower Inc.

Real Estate
115
+ 0.44%
$123.11 - $139.3 $14.2K - $16K
26.1K $3.29M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$360.37 - $416.88 $360 - $417
1.64K $596K
INTC
Intel Corp

Technology
665
+ 3.19%
$19.07 - $26.23 $12.7K - $17.4K
21.5K $431K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
10.2K
+ 4.89%
$19.47 - $20.95 $198K - $213K
218K $4.26M
GE
General Electric CO

Industrials
67
+ 1.83%
$159.95 - $194.23 $10.7K - $13K
3.72K $621K
AMAT
Applied Materials Inc

Technology
5
+ 0.22%
$161.44 - $213.89 $807 - $1.07K
2.32K $377K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 0.22%
$396.64 - $516.74 $1.59K - $2.07K
1.81K $728K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.18K
+ 3.8%
$75.1 - $82.99 $88.4K - $97.7K
32.2K $2.43M
XLE
Energy Sector Spdr

ETFs
2.89K
+ 1.14%
$83.32 - $97.27 $240K - $281K
256K $22M
ROP
Roper Technologies Inc

Industrials
482
+ 2.17%
$519.85 - $575.95 $251K - $278K
22.7K $11.8M
PANW
Palo Alto Networks Inc

Technology
18.2K
+ 74.42%
$181.96 - $405.9 $3.31M - $7.39M
42.7K $7.76M
MSFT
Microsoft Corp

Technology
238
+ 0.2%
$406.35 - $454.46 $96.7K - $108K
120K $50.4M
IEMG
Ishares Inc

ETFs
5.46K
+ 2.22%
N/A
251K $13.1M
IBB
Ishares Biotechnology ETF

ETFs
104
+ 0.14%
$131.21 - $148.85 $13.6K - $15.5K
75.8K $10M
SHW
Sherwin Williams CO

Basic Materials
705
+ 2.09%
$338.75 - $399.71 $239K - $282K
34.5K $11.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.5K
+ 0.34%
N/A
437K $14.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
434K
+ 101.81%
$18.41 - $40.87 $8M - $17.8M
861K $15.9M
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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