- New Purchases: ZBRA, FNDX, FNDA, FNDE, IPO, SCHE, VALE, NSC, PNC, UPS, VTV, XLF,
- Added Positions: TSM, IEMG, SCHX, SCHA, MS, EQIX, DIS, BAM, CIBR, BR, SCHF, IBB, COLD, STZ, XYL, WMT, RSG, SHOP, RTX, WCN, LVMUY, TWTR, GOOG, AMZN, GSIE, QAI, XLE, BAC, DHI, MSFT, ECL, EMLP, XOP, SPIB, SPAB, IAGG, FNDF, BKLN, TMUS, VMC, ORCL, ADSK, PGF, ICE, SCHH, AMT, SYK, FISV, IQV, MNST, LOW, EW, VWO, VTI, BFAM, AMGN, BAX, JNK, AKAM, IAU, SBUX, XLU, NVS, QCLN, NOC, BDX, NKE, CVX, GLD, VFC, ESGD, DIA, MGM, GIS, ITW,
- Reduced Positions: JPST, UNH, AAPL, HACK, ACN, COST, CSL, GS, ILMN, PEP, TJX, TXN, TMO, PYPL, SPY, SCHW, GOOGL, JNJ, PG, VRSN, VZ, PANW, OKTA, JPIN, CB, ABT, ALB, APH, ADP, BMRN, CSX, CHD, C, DPZ, XOM, FHI, GE, MDLZ, LAMR, MDT, MRK, NFLX, PPG, BKNG, SMG, VRTX, NOW, DOW, AGG, EFA, EFAV, IVV, IWR, MDY, QQQ, VEA, VOX, MMM, T, APD, AMAT, BIIB, BMY, CME, CLX, CL, CMCSA, ED, DLR, DD, EOG, GILD, EVRI, IBM, TT, SPGI, PFE, LIN, PRU, RLI, CRM, SLB, SO, SYY, TGT, MTN, VLO, WAB, WFC, ZBH, TEL, NXPI, WDAY, ABBV, OCDDY, EEM, IEFA, IGM, IJH, IJR, IUSV, IWO, IWP, SCHD, SHY, USMV, VEU, VMBS, VNQ, VUG, XLK, XLY,
- Sold Out: QDEL, MDLA, ANSS, IDXX, TNDM, CSOL, GELYF,
For the details of Appleton Partners Inc's stock buys and sells, go to https://www.gurufocus.com/guru/appleton+partners+inc/current-portfolio/portfolio
These are the top 5 holdings of Appleton Partners Inc- Apple Inc (AAPL) - 513,900 shares, 5.99% of the total portfolio. Shares reduced by 2.38%
- Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 478,226 shares, 3.61% of the total portfolio. Shares added by 0.85%
- Amazon.com Inc (AMZN) - 9,950 shares, 2.94% of the total portfolio. Shares added by 1.22%
- JPMorgan Ultra-Short Income ETF (JPST) - 568,175 shares, 2.75% of the total portfolio. Shares reduced by 6.38%
- Microsoft Corp (MSFT) - 121,542 shares, 2.73% of the total portfolio. Shares added by 1.49%
Appleton Partners Inc initiated holding in Zebra Technologies Corp. The purchase prices were between $378.13 and $512.69, with an estimated average price of $446.55. The stock is now traded at around $509.630000. The impact to a portfolio due to this purchase was 0.39%. The holding were 8,439 shares as of 2021-03-31.
New Purchase: Schwab Fundamental U.S. Large Company Index ETF (FNDX)Appleton Partners Inc initiated holding in Schwab Fundamental U.S. Large Company Index ETF. The purchase prices were between $44.75 and $52.45, with an estimated average price of $48.9. The stock is now traded at around $53.190000. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,384 shares as of 2021-03-31.
New Purchase: Schwab Fundamental U.S. Small Company Index ETF (FNDA)Appleton Partners Inc initiated holding in Schwab Fundamental U.S. Small Company Index ETF. The purchase prices were between $42.33 and $53.4, with an estimated average price of $48.36. The stock is now traded at around $51.690000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,355 shares as of 2021-03-31.
New Purchase: Schwab Emerging Markets Equity ETF (SCHE)Appleton Partners Inc initiated holding in Schwab Emerging Markets Equity ETF. The purchase prices were between $30.78 and $34.63, with an estimated average price of $32.57. The stock is now traded at around $32.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 8,780 shares as of 2021-03-31.
New Purchase: Schwab Fundamental Emerging Markets Large Company (FNDE)Appleton Partners Inc initiated holding in Schwab Fundamental Emerging Markets Large Company . The purchase prices were between $28.31 and $31.2, with an estimated average price of $30.05. The stock is now traded at around $31.350000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,405 shares as of 2021-03-31.
New Purchase: Renaissance IPO ETF (IPO)Appleton Partners Inc initiated holding in Renaissance IPO ETF. The purchase prices were between $59.15 and $76.13, with an estimated average price of $67.53. The stock is now traded at around $63.360000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,900 shares as of 2021-03-31.
Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Appleton Partners Inc added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 1112.68%. The purchase prices were between $108.96 and $140.05, with an estimated average price of $124.1. The stock is now traded at around $115.400000. The impact to a portfolio due to this purchase was 0.41%. The holding were 39,497 shares as of 2021-03-31.
Added: iShares Core MSCI Emerging Markets ETF (IEMG)Appleton Partners Inc added to a holding in iShares Core MSCI Emerging Markets ETF by 129.38%. The purchase prices were between $62.41 and $69.46, with an estimated average price of $65.79. The stock is now traded at around $65.510000. The impact to a portfolio due to this purchase was 0.32%. The holding were 91,252 shares as of 2021-03-31.
Added: Morgan Stanley (MS)Appleton Partners Inc added to a holding in Morgan Stanley by 48.91%. The purchase prices were between $67.05 and $84.34, with an estimated average price of $76.61. The stock is now traded at around $80.030000. The impact to a portfolio due to this purchase was 0.12%. The holding were 50,731 shares as of 2021-03-31.
Added: Equinix Inc (EQIX)Appleton Partners Inc added to a holding in Equinix Inc by 30.54%. The purchase prices were between $594.92 and $768.57, with an estimated average price of $686.79. The stock is now traded at around $717.290000. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,566 shares as of 2021-03-31.
Added: First Trust NASDAQ CEA Cybersecurity ETF (CIBR)Appleton Partners Inc added to a holding in First Trust NASDAQ CEA Cybersecurity ETF by 41.67%. The purchase prices were between $40.13 and $46.26, with an estimated average price of $43.75. The stock is now traded at around $44.330000. The impact to a portfolio due to this purchase was 0.08%. The holding were 66,590 shares as of 2021-03-31.
Added: Broadridge Financial Solutions Inc (BR)Appleton Partners Inc added to a holding in Broadridge Financial Solutions Inc by 26.92%. The purchase prices were between $139.17 and $157.31, with an estimated average price of $147.67. The stock is now traded at around $155.940000. The impact to a portfolio due to this purchase was 0.06%. The holding were 18,669 shares as of 2021-03-31.
Sold Out: Medallia Inc (MDLA)Appleton Partners Inc sold out a holding in Medallia Inc. The sale prices were between $26.84 and $47.5, with an estimated average price of $37.27.
Sold Out: Quidel Corp (QDEL)Appleton Partners Inc sold out a holding in Quidel Corp. The sale prices were between $123.19 and $254, with an estimated average price of $185.33.
Sold Out: IDEXX Laboratories Inc (IDXX)Appleton Partners Inc sold out a holding in IDEXX Laboratories Inc. The sale prices were between $465.18 and $551.79, with an estimated average price of $501.7.
Sold Out: Tandem Diabetes Care Inc (TNDM)Appleton Partners Inc sold out a holding in Tandem Diabetes Care Inc. The sale prices were between $81.28 and $104.34, with an estimated average price of $93.12.
Sold Out: Ansys Inc (ANSS)Appleton Partners Inc sold out a holding in Ansys Inc. The sale prices were between $293.55 and $403.6, with an estimated average price of $356.
Sold Out: China Solar & Clean Energy Solutions Inc (CSOL)Appleton Partners Inc sold out a holding in China Solar & Clean Energy Solutions Inc. The sale prices were between $0.02 and $0.17, with an estimated average price of $0.11.
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