Appleton Partners Inc Sells in Q4 2025

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
-288
- 9.79%
$172.34 - $181.51 $49.6K - $52.3K
2.65K $481K
VLO
Valero Energy Corp

Energy
-85
- 2.62%
$156.39 - $181.76 $13.3K - $15.4K
3.16K $514K
EEM
Ishares Msci Emerging Markets

ETFs
-1.06K
- 5.92%
$51.94 - $56.01 $55.1K - $59.4K
16.8K $921K
EOG
Eog Resources Inc

Energy
-84
- 2.49%
$105.0 - $111.92 $8.82K - $9.4K
3.29K $345K
ADM
Archer Daniels Midland CO

Consumer Defensive
-215
- 2.26%
$56.0 - $63.38 $12K - $13.6K
9.28K $534K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-600
- 9.93%
$56.33 - $59.22 $33.8K - $35.5K
5.44K $316K
GIS
General Mills Inc

Consumer Defensive
-175
- 3.38%
$45.98 - $50.93 $8.05K - $8.91K
5.01K $233K
WM
Waste Management Inc

Industrials
-109
- 4.1%
$196.77 - $219.98 $21.4K - $24K
2.55K $560K
IBM
International Business Machines Corp

Technology
-243
- 7.43%
$275.97 - $314.98 $67.1K - $76.5K
3.03K $897K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.08K
- 3.43%
$92.24 - $96.56 $99.8K - $104K
30.5K $2.93M
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 1.63%
$225.0 - $247.99 $3.6K - $3.97K
964 $232K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-55
- 0.93%
$136.06 - $140.64 $7.48K - $7.74K
5.86K $815K
CL
Colgate Palmolive CO

Consumer Defensive
-125
- 2.98%
$74.98 - $79.86 $9.37K - $9.98K
4.07K $322K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-575
- 2.46%
$26.44 - $27.53 $15.2K - $15.8K
22.8K $626K
CVX
Chevron Corp

Energy
-30
- 1.11%
$148.9 - $157.72 $4.47K - $4.73K
2.68K $408K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-52
- 3.8%
$600.51 - $631.95 $31.2K - $32.9K
1.32K $825K
NTRS
Northern Trust Corp

Financial Services
-75
- 4.64%
$124.57 - $133.24 $9.34K - $9.99K
1.54K $210K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-181
- 2.73%
$83.65 - $86.6 $15.1K - $15.7K
6.45K $557K
PFE
Pfizer Inc

Healthcare
-41
- 0.49%
$24.23 - $27.37 $993 - $1.12K
8.38K $209K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-81
- 1.94%
$114.27 - $121.15 $9.26K - $9.81K
4.09K $491K
VIG
Vanguard Dividend Appreciation

ETFs
-95
- 2.23%
N/A
4.17K $915K
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 1.83%
$401.99 - $468.37 $6.43K - $7.49K
858 $386K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-49
- 1.93%
$80.59 - $84.32 $3.95K - $4.13K
2.49K $211K
FNDA
Schwab Fundamental U S Small C

ETFs
-150
- 1.25%
$29.85 - $31.55 $4.48K - $4.73K
11.8K $372K
BAC
Bank Of America Corp

Financial Services
-2.56K
- 6.24%
$48.65 - $54.11 $124K - $138K
38.4K $2.11M
VOX
Vanguard Communication Service

ETFs
-30
- 2.69%
$180.26 - $190.8 $5.41K - $5.72K
1.09K $210K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-133
- 1.67%
$28.9 - $30.17 $3.84K - $4.01K
7.84K $236K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-50
- 1.88%
$142.79 - $150.05 $7.14K - $7.5K
2.61K $388K
IWS
Ishares Russell Midcap Value E

ETFs
-15
- 0.5%
$135.66 - $140.93 $2.03K - $2.11K
2.96K $417K
VB
Vanguard Small Cap ETF

ETFs
-25
- 1.17%
$248.1 - $260.08 $6.2K - $6.5K
2.11K $545K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-42
- 1.73%
$589.5 - $635.77 $24.8K - $26.7K
2.39K $1.47M
IEFA
Ishares Tr

ETFs
-49
- 0.88%
$86.09 - $89.88 $4.22K - $4.4K
5.52K $494K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15
- 0.09%
$63.25 - $66.24 $949 - $994
16K $1.05M
VHT
Vanguard Health Care ETF

ETFs
-50
- 4.59%
$264.7 - $283.93 $13.2K - $14.2K
1.04K $299K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-61
- 1.25%
$42.31 - $46.37 $2.58K - $2.83K
4.81K $230K
VTI
Vanguard Total Stock Market Et

ETFs
-25
- 0.61%
$321.8 - $337.95 $8.05K - $8.45K
4.06K $1.36M
IWM
Ishares Russell 2000 ETF

ETFs
-232
- 1.25%
$236.79 - $250.33 $54.9K - $58.1K
18.3K $4.51M
INTC
Intel Corp

Technology
-975
- 5.6%
$34.71 - $41.53 $33.8K - $40.5K
16.5K $607K
VEU
Vanguard Ftse All World Ex Us

ETFs
-287
- 1.41%
$70.2 - $73.89 $20.1K - $21.2K
20.1K $1.48M
VV
Vanguard Large Cap ETF

ETFs
-25
- 0.54%
$301.9 - $317.98 $7.55K - $7.95K
4.64K $1.46M
GE
General Electric CO

Industrials
-4
- 0.1%
$291.49 - $314.28 $1.17K - $1.26K
3.97K $1.22M
FNDF
Schwab Fundamental Intl Large

ETFs
-100
- 0.68%
$42.35 - $45.18 $4.24K - $4.52K
14.7K $663K
VEA
Vanguard Ftse Developed Market

ETFs
-1.12K
- 2.68%
$59.18 - $62.09 $66.1K - $69.4K
40.6K $2.53M
CRM
Salesforce, Inc.

Technology
-87
- 4.1%
$235.69 - $263.41 $20.5K - $22.9K
2.04K $539K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-50
- 1.35%
$191.03 - $210.0 $9.55K - $10.5K
3.66K $782K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-300
- 0.43%
$31.41 - $33.69 $9.42K - $10.1K
69K $2.25M
CW
Curtiss Wright Corp

Industrials
-255
- 1.11%
$536.42 - $601.78 $137K - $153K
22.7K $12.5M
CB
Chubb LTD

Financial Services
-20
- 1.02%
$268.2 - $296.22 $5.36K - $5.92K
1.94K $606K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-6.37K
- 1.48%
$127.15 - $133.03 $810K - $848K
423K $56M
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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