Middleton & Co INC/MA
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ARRAY TECHNOLOGIES INC | $159.0K | 0.0% |
| Ishares New York Muni Bond ETF | $203.3K | 0.0% |
| Arista Networks, Inc.ANET | $209.6K | 0.0% |
| TJX Cos Inc/The | $212.9K | 0.0% |
| iShares Tr MSCI EAFE Index | $214.6K | 0.0% |
| WELLS FARGO & COMPANY/MN | $215.3K | 0.0% |
| Vanguard Index Funds Mid Cap E | $227.5K | 0.0% |
| MCDONALD'S CORP | $228.1K | 0.0% |
| CVS HEALTH Corp | $230.1K | 0.0% |
| Blackstone Inc | $231.2K | 0.0% |
| Vanguard Total Stock Market ET | $233.7K | 0.0% |
| Ishares Select Dividend ETF | $236.4K | 0.0% |
| iShares Sh Tr Crport ETF | $238.5K | 0.0% |
| Vanguard Intermediate-Term Cor | $240.8K | 0.0% |
| CSX CORP | $245.6K | 0.0% |
| CISCO SYSTEMS, INC. | $246.3K | 0.0% |
| COLGATE PALMOLIVE CO | $254.4K | 0.0% |
| Ishares Large Cap Max Buffer D | $254.7K | 0.0% |
| Ishares Expanded Tech Sector E | $258.3K | 0.0% |
| Ishares Expanded Tech-Software | $264.2K | 0.0% |
| AUTOZONE INC | $267.9K | 0.0% |
| Booking Holdings Inc | $278.5K | 0.0% |
| AMGEN INC | $296.5K | 0.0% |
| United Rentals Inc | $303.5K | 0.0% |
| KLA CORP | $303.8K | 0.0% |
| NXP Semiconductors N.V. | $314.3K | 0.0% |
| Welltower, Inc. | $315.5K | 0.0% |
| EPAM Systems, Inc. | $318.6K | 0.0% |
| Prologis Inc | $319.1K | 0.0% |
| Ishares Core US Aggregate Bond | $324.6K | 0.0% |
| KKR & Co. Inc. | $334.3K | 0.0% |
| Intercontinental Exchange, Inc. | $344.7K | 0.0% |
| COCA COLA CO | $372.3K | 0.0% |
| BANK OF AMERICA CORP /DE | $372.6K | 0.0% |
| Ishares TIPS Bond ETF | $382.9K | 0.0% |
| NIKE, Inc. | $392.0K | 0.0% |
| AMERICAN EXPRESS CO | $401.4K | 0.0% |
| Bondbloxx Bloomberg Six Month | $402.0K | 0.0% |
| Elevance Health Inc | $403.1K | 0.0% |
| Simplify Hedged Equity Etf | $417.5K | 0.0% |
| Cigna Group | $419.5K | 0.0% |
| iShares MSCI UAE ETF | $419.9K | 0.0% |
| Accenture plc | $433.3K | 0.0% |
| Invesco Qqq Tr | $436.2K | 0.0% |
| Intuitive Surgical Inc | $437.2K | 0.0% |
| SPDR Gold Trust Gold | $440.7K | 0.0% |
| Vanguard Index Funds Small Cap | $446.3K | 0.0% |
| MARSH & MCLENNAN COMPANIES, INC. | $453.2K | 0.0% |
| Vanguard Tax-Exempt Bond ETF | $457.6K | 0.0% |
| Mettler-Toledo International Inc | $481.0K | 0.1% |