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June 20, 2023
Appleton Partners Inc. MA grew its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Get Rating) by 17.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,010 shares of the business services provider’s stock after acquiring an additional 1,461 shares […]
June 20, 2023
Appleton Partners Inc. MA trimmed its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 2.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,183 shares of the exchange traded fund’s stock after selling 65 […]
June 19, 2023
Appleton Partners Inc. MA increased its stake in shares of Vulcan Materials (NYSE:VMC – Get Rating) by 0.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,574 shares of the construction company’s stock after purchasing an additional 140 shares during the […]
June 19, 2023
Appleton Partners Inc. MA increased its position in iShares Core International Aggregate Bond ETF (BATS:IAGG – Get Rating) by 1.8% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 103,468 shares of the company’s stock after purchasing an additional 1,865 shares during the period. Appleton Partners Inc. MA’s […]
June 19, 2023
Appleton Partners Inc. MA lowered its holdings in The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 1.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 77,079 shares of the apparel and home fashions retailer’s stock after selling 908 shares during the period. Appleton Partners […]
June 19, 2023
Appleton Partners Inc. MA lessened its stake in Watsco, Inc. (NYSE:WSO – Get Rating) by 9.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 12,002 shares of the construction company’s stock after selling 1,241 shares during the quarter. Appleton Partners Inc. MA’s holdings in Watsco were worth $3,819,000 as of its most […]
June 19, 2023
Appleton Partners Inc. MA boosted its holdings in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Get Rating) by 8.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 102,059 shares of the company’s stock after purchasing an additional 8,321 shares during […]
June 19, 2023
Appleton Partners Inc. MA increased its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Get Rating) by 3.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,574 shares of the medical research company’s stock after purchasing an additional 538 shares during […]
June 19, 2023
Appleton Partners Inc. MA decreased its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Get Rating) by 15.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 25,175 shares of the business services provider’s stock after selling 4,774 shares during the quarter. Appleton […]
June 19, 2023
Appleton Partners Inc. MA increased its position in GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF (NYSEARCA:COMB – Get Rating) by 3.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 136,445 shares of the company’s stock after buying an additional 5,019 shares during the period. Appleton […]