- New Purchases: DXD,
- Added Positions: SCHZ, SCHM, IWD, NFLX,
- Reduced Positions: SCHV, SCHG, SCHA, SCHX, XLP, XLK, JNK,
- Sold Out: SCHF, SCHE, PGX, CWB, VCSH, XLV, XLU, XLI, XLY, KIE, XLF, XLE, XBI, XLB, IYR, FDN, IWN, LQD, EMB,
For the details of APPLETON GROUP WEALTH MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/appleton+group+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of APPLETON GROUP WEALTH MANAGEMENT LLC- Schwab U.S. Large-Cap Growth (SCHG) - 88,355 shares, 35.52% of the total portfolio. Shares reduced by 47.64%
- Schwab U.S. Large-Cap (SCHX) - 75,657 shares, 23.39% of the total portfolio. Shares reduced by 46.45%
- Schwab US Aggregate Bond (SCHZ) - 32,713 shares, 8.96% of the total portfolio. Shares added by 5.17%
- SPDR Bloomberg Barclays High Yield Bond (JNK) - 17,152 shares, 8.20% of the total portfolio. Shares reduced by 2.63%
- SPDR S&P 500 (SPY) - 2,615 shares, 3.40% of the total portfolio. Shares added by 0.04%
Appleton Group Wealth Management Llc initiated holding in ProShares UltraShort Dow30. The purchase prices were between $20.86 and $42.89, with an estimated average price of $25.45. The stock is now traded at around $23.01. The impact to a portfolio due to this purchase was 1.58%. The holding were 10,825 shares as of .
Sold Out: Schwab International Equity (SCHF)Appleton Group Wealth Management Llc sold out a holding in Schwab International Equity. The sale prices were between $22.3 and $34.12, with an estimated average price of $31.02.
Sold Out: Schwab Emerging Markets Equity (SCHE)Appleton Group Wealth Management Llc sold out a holding in Schwab Emerging Markets Equity. The sale prices were between $18.68 and $28.22, with an estimated average price of $25.22.
Sold Out: Invesco Preferred (PGX)Appleton Group Wealth Management Llc sold out a holding in Invesco Preferred. The sale prices were between $10.01 and $15.25, with an estimated average price of $14.46.
Sold Out: SPDR Bloomberg Barclays Convertible Securities (CWB)Appleton Group Wealth Management Llc sold out a holding in SPDR Bloomberg Barclays Convertible Securities. The sale prices were between $40.79 and $60.04, with an estimated average price of $54.08.
Sold Out: Vanguard Short-Term Corporate Bond ETF (VCSH)Appleton Group Wealth Management Llc sold out a holding in Vanguard Short-Term Corporate Bond ETF. The sale prices were between $71.75 and $82.34, with an estimated average price of $80.57.
Sold Out: SPDR Select Sector Fund - Health Care (XLV)Appleton Group Wealth Management Llc sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $74.62 and $104.73, with an estimated average price of $97.73.
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