Appleton Partners INC/MA
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| Exited | Arthur J. Gallagher & Co. | $12.8K |
| New | G39387108 | $12.0K |
| New | S&P Global Inc. | $9.7K |
| Trimmed | HOME DEPOT, INC. | $9.4K |
| Trimmed | INTUIT INC. | $6.6K |
| Trimmed | ROPER TECHNOLOGIES INC | $6.1K |
| Trimmed | MICRON TECHNOLOGY INC | $5.0K |
| Added | Solventum Corp | $3.5K |
| Trimmed | LOCKHEED MARTIN CORP | $2.6K |
| Added | Netflix Inc | $2.0K |
| Exited | Zoetis Inc. | $1.9K |
| Trimmed | Northrop Grumman Corp | $1.8K |
| Trimmed | 81369Y506 | $1.4K |
| Trimmed | Apple Inc. | $1.3K |
| Trimmed | 46641Q837 | $1.2K |
| Added | 78464A375 | $1.2K |
| Trimmed | GE Vernova Inc. | $1.2K |
| Added | 78464A649 | $1.1K |
| Added | ServiceNow Inc | $1.1K |
| Trimmed | State Street SPDR S&P Oil & Gas Exploration & Production ETF | $886 |
| Added | ELI LILLY & Co | $880 |
| Trimmed | Alphabet Inc. | $866 |
| Trimmed | COSTCO WHOLESALE CORP /NEW | $814 |
| Added | MICROSOFT CORP | $719 |
| Added | QXO, Inc. | $687 |
| Trimmed | THERMO FISHER SCIENTIFIC INC. | $597 |
| Added | 33739E108 | $556 |
| Trimmed | Warren E. Buffett | $551 |
| New | 464287515 | $508 |
| Added | 654445303 | $491 |
| Added | Air Products & Chemicals, Inc. | $465 |
| Added | Welltower, Inc. | $423 |
| Added | 46435G672 | $407 |
| Added | HERSHEY CO | $402 |
| Trimmed | Verisk Analytics, Inc. | $389 |
| Added | Blackstone Inc | $374 |
| Trimmed | 21037X100 | $368 |
| Added | Evercore Inc | $364 |
| New | EchoStar CORP | $344 |
| Trimmed | Alphabet Inc. | $339 |
| Trimmed | UNITEDHEALTH GROUP INC | $337 |
| Trimmed | 381430503 | $335 |
| New | CARRIER GLOBAL Corp | $317 |
| Added | 46641Q654 | $306 |
| Exited | MongoDB, Inc. | $299 |
| Trimmed | Broadcom Inc. | $282 |
| Trimmed | 78462F103 | $282 |
| Exited | 336920103 | $281 |
| Trimmed | NVIDIA Corp | $280 |
| Trimmed | 46641Q332 | $279 |