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June 21, 2023
Appleton Partners Inc. MA trimmed its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 19.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 928 shares of the company’s stock after selling 220 shares during the […]
June 20, 2023
Appleton Partners Inc. MA raised its stake in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 4.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 24,095 shares of the fast-food giant’s stock after buying an additional 951 shares during the quarter. Appleton […]
June 20, 2023
Appleton Partners Inc. MA increased its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 143.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,687 shares of the home improvement retailer’s stock after acquiring an additional 4,534 shares during the quarter. […]
June 20, 2023
Appleton Partners Inc. MA lifted its position in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 24.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,108 shares of the technology company’s stock after buying an additional 1,612 […]
June 20, 2023
Appleton Partners Inc. MA increased its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Get Rating) by 9.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,103 shares of the software company’s stock after buying an additional 424 […]
June 20, 2023
Appleton Partners Inc. MA decreased its position in Illinois Tool Works Inc. (NYSE:ITW – Get Rating) by 3.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,364 shares of the industrial products company’s stock after selling 120 shares during […]
June 20, 2023
Appleton Partners Inc. MA raised its holdings in NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 3.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,360 shares of the utilities provider’s stock after purchasing an additional 432 shares during […]
June 20, 2023
Appleton Partners Inc. MA decreased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 2.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,461 shares of the company’s stock after selling 264 shares during the […]
June 20, 2023
Appleton Partners Inc. MA bought a new stake in shares of Genuine Parts (NYSE:GPC – Get Rating) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 3,266 shares of the specialty retailer’s stock, valued at approximately $546,000. Other institutional investors also recently modified […]
June 20, 2023
KRS Capital Management LLC purchased a new position in Intercontinental Exchange, Inc. (NYSE:ICE – Get Rating) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 1,954 shares of the financial services provider’s stock, valued at approximately $204,000. A number of other […]