Appleton Partners Inc Sells in Q4 2024

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
-763
- 12.6%
$130.36 - $139.54 $99.5K - $106K
5.29K $710K
GIS
General Mills Inc

Consumer Defensive
-230
- 2.13%
$62.78 - $74.62 $14.4K - $17.2K
10.6K $675K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.48K
- 5.01%
$45.07 - $47.1 $66.7K - $69.7K
28.1K $1.27M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-6.67K
- 34.14%
$14.4 - $15.83 $96.1K - $106K
12.9K $187K
CRH.L
Crh PLC

Basic Materials
-1.05K
- 2.74%
N/A
37K $3.43M
VIG
Vanguard Dividend Appreciation

ETFs
-486
- 14.13%
N/A
2.95K $578K
NKE
Nike, Inc.

Consumer Cyclical
-584
- 12.81%
$73.36 - $89.13 $42.8K - $52.1K
3.98K $301K
EOG
Eog Resources Inc

Energy
-816
- 18.28%
$118.22 - $136.54 $96.5K - $111K
3.65K $447K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-195
- 0.12%
$19.74 - $20.97 $3.85K - $4.09K
163K $3.25M
UNP
Union Pacific Corp

Industrials
-59
- 1.57%
$223.15 - $249.32 $13.2K - $14.7K
3.7K $843K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-195
- 3.68%
$131.66 - $144.0 $25.7K - $28.1K
5.11K $675K
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 0.43%
$90.22 - $102.31 $2.26K - $2.56K
5.85K $532K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-380
- 4.52%
$70.1 - $76.53 $26.6K - $29.1K
8.04K $568K
SPY
Spdr S&P 500 ETF Trust

ETFs
-613
- 2.64%
$567.81 - $607.81 $348K - $373K
22.6K $13.2M
VLO
Valero Energy Corp

Energy
-205
- 5.56%
$118.59 - $144.02 $24.3K - $29.5K
3.48K $426K
NXPI
Nxp Semiconductors N.V.

Technology
-17
- 0.86%
$207.27 - $255.58 $3.52K - $4.34K
1.96K $407K
SYY
Sysco Corp

Consumer Defensive
-317
- 1.29%
$73.63 - $81.77 $23.3K - $25.9K
24.3K $1.86M
NUE
Nucor Corp

Basic Materials
-15
- 0.81%
$115.78 - $167.74 $1.74K - $2.52K
1.84K $214K
VTV
Vanguard Value ETF

ETFs
-277
- 15.01%
$168.32 - $181.87 $46.6K - $50.4K
1.57K $265K
TT
Trane Technologies PLC

Industrials
-46
- 2.87%
$369.35 - $419.14 $17K - $19.3K
1.56K $574K
MNST
Monster Beverage Corp

Consumer Defensive
-1.86K
- 1.46%
$49.24 - $56.38 $91.5K - $105K
125K $6.59M
IVV
Ishares Core S&P 500 ETF

ETFs
-177
- 3.46%
$570.51 - $610.59 $101K - $108K
4.93K $2.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-400
- 14.74%
$88.59 - $94.57 $35.4K - $37.8K
2.31K $205K
CSX
Csx Corp

Industrials
-4
- 0.02%
$31.58 - $36.88 $126 - $148
18.7K $605K
CB
Chubb LTD

Financial Services
-78
- 6.18%
$271.57 - $301.89 $21.2K - $23.5K
1.18K $327K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-323
- 2.95%
$26.63 - $30.23 $8.6K - $9.76K
10.6K $283K
SO
Southern CO

Utilities
-24
- 0.57%
$81.5 - $94.15 $1.96K - $2.26K
4.2K $345K
SBUX
Starbucks Corp

Consumer Cyclical
-48
- 0.97%
$87.44 - $102.5 $4.2K - $4.92K
4.9K $447K
CMCSA
Comcast Corp

Communication Services
-182
- 2.86%
$37.39 - $45.14 $6.8K - $8.22K
6.19K $232K
PFE
Pfizer Inc

Healthcare
-310
- 3.12%
$24.8 - $30.19 $7.69K - $9.36K
9.63K $255K
KMB
Kimberly Clark Corp

Consumer Defensive
-43
- 1.8%
$130.37 - $146.09 $5.61K - $6.28K
2.35K $307K
CSCO
Cisco Systems, Inc.

Technology
-1.98K
- 13.48%
$52.45 - $60.02 $104K - $119K
12.7K $752K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-8.92K
- 2.0%
$111.85 - $120.71 $998K - $1.08M
437K $50.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1K
- 15.92%
$43.37 - $51.46 $43.4K - $51.5K
5.28K $254K
EW
Edwards Lifesciences Corp

Healthcare
-798
- 21.66%
$64.54 - $75.92 $51.5K - $60.6K
2.89K $214K
F
Ford Motor CO

Consumer Cyclical
-1K
- 3.55%
$9.69 - $11.4 $9.69K - $11.4K
27.1K $269K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-90
- 5.42%
$174.22 - $187.62 $15.7K - $16.9K
1.57K $275K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-63
- 0.72%
$32.55 - $36.44 $2.05K - $2.3K
8.7K $295K
FTV
Fortive Corp

Technology
-22
- 0.46%
$71.16 - $79.68 $1.57K - $1.75K
4.74K $356K
IWN
Ishares Russell2000 Val ETF

ETFs
-73
- 2.49%
$162.69 - $181.35 $11.9K - $13.2K
2.86K $469K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 7.91%
$417.69 - $450.94 $20.9K - $22.5K
582 $248K
TMUS
T Mobile Us, Inc.

Communication Services
-155
- 12.96%
$206.1 - $246.94 $31.9K - $38.3K
1.04K $230K
GLD
Spdr Gold Trust

ETFs
-40
- 1.42%
$236.59 - $257.5 $9.46K - $10.3K
2.79K $675K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-50
- 1.48%
$69.58 - $74.87 $3.48K - $3.74K
3.32K $232K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-130
- 4.64%
$78.43 - $87.17 $10.2K - $11.3K
2.67K $214K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-140
- 0.82%
$61.68 - $67.87 $8.64K - $9.5K
16.9K $1.05M
GLDM
World Gold Trust

ETFs
-150
- 2.62%
$50.76 - $55.23 $7.61K - $8.28K
5.58K $290K
TRV
Travelers Companies, Inc.

Financial Services
-97
- 4.48%
$225.97 - $266.66 $21.9K - $25.9K
2.07K $498K
IAU
Ishares Gold Trust

ETFs
-108
- 0.97%
$48.37 - $52.65 $5.22K - $5.69K
11.1K $548K
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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