Appleton Partners Inc Buys Schwab International Equity, The Estee Lauder Inc, SPDR Portfolio Intermediate Term Corporate Bond, Sells Vanguard Div Appreciation, Facebook Inc, Vanguard FTSE All World Ex US

Investment company Appleton Partners Inc buys Schwab International Equity, The Estee Lauder Inc, SPDR Portfolio Intermediate Term Corporate Bond, SPDR Portfolio Aggregate Bond, Fiserv Inc, Charles Schwab Corp, Brookfield Asset Management Inc, Vail Resorts Inc, General Mills Inc, Sysco Corp, Invesco Senior Loan, SPDR S&P Oil & Gas Explor & Product, iShares Russell 3000, Stanley Black & Decker Inc, Morgan Stanley, Equinix Inc, Celgene Corp, Cheniere Energy Inc, Schwab US Dividend Equity, International Business Machines Corp, Anthem Inc, Ingersoll-Rand PLC, United Parcel Service Inc, MGM Resorts International, iShares Russell 2000 Growth, ConocoPhillips, Biomarin Pharmaceutical Inc, OncoMed Pharmaceuticals Inc, Stonemor Partners LP, sells Vanguard Div Appreciation, Facebook Inc, Vanguard FTSE All World Ex US, Vanguard Mid-Cap, iShares Core U.S. Aggregate Bond, Vanguard FTSE Developed Markets, Vanguard FTSE Emerging Markets, Wells Fargo, Northern Trust Corp, Vanguard Global ex-U.S. Real Estate ETF, CVS Health Corp, Gilead Sciences Inc, Dominion Energy Inc, SPDR Gold Trust, Vanguard Total Stock Market, Vanguard Small-Cap, Ameriprise Financial Inc, Vanguard Small-Cap Value, Applied Materials Inc, Air Products & Chemicals Inc, GCI Liberty Inc, Southern Co during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Appleton Partners Inc. As of 2019Q1, Appleton Partners Inc owns 248 stocks with a total value of $695 million. These are the details of the buys and sells.

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
  1. JPMorgan Ultra-Short Income (JPST) - 678,967 shares, 4.91% of the total portfolio. Shares added by 19.01%
  2. Apple Inc (AAPL) - 145,872 shares, 3.99% of the total portfolio. Shares added by 2.28%
  3. Visa Inc (V) - 137,837 shares, 3.10% of the total portfolio. Shares reduced by 1.36%
  4. The Home Depot Inc (HD) - 88,053 shares, 2.43% of the total portfolio. Shares added by 0.91%
  5. JPMorgan Chase & Co (JPM) - 165,056 shares, 2.40% of the total portfolio. Shares reduced by 0.33%
New Purchase: Fiserv Inc (FISV)

Appleton Partners Inc initiated holding in Fiserv Inc. The purchase prices were between $70.11 and $88.28, with an estimated average price of $82.35. The stock is now traded at around $85.23. The impact to a portfolio due to this purchase was 0.12%. The holding were 9,255 shares as of .

New Purchase: General Mills Inc (GIS)

Appleton Partners Inc initiated holding in General Mills Inc. The purchase prices were between $38.43 and $51.8, with an estimated average price of $45.16. The stock is now traded at around $51.71. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,215 shares as of .

New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

Appleton Partners Inc initiated holding in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $26.53 and $31.61, with an estimated average price of $30.07. The stock is now traded at around $32.32. The impact to a portfolio due to this purchase was 0.04%. The holding were 9,045 shares as of .

New Purchase: Stanley Black & Decker Inc (SWK)

Appleton Partners Inc initiated holding in Stanley Black & Decker Inc. The purchase prices were between $115.69 and $138.92, with an estimated average price of $130.46. The stock is now traded at around $145.01. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,035 shares as of .

New Purchase: Equinix Inc (EQIX)

Appleton Partners Inc initiated holding in Equinix Inc. The purchase prices were between $345.94 and $458.29, with an estimated average price of $406.03. The stock is now traded at around $447.75. The impact to a portfolio due to this purchase was 0.04%. The holding were 589 shares as of .

New Purchase: iShares Russell 3000 (IWV)

Appleton Partners Inc initiated holding in iShares Russell 3000. The purchase prices were between $143.5 and $168.06, with an estimated average price of $160.29. The stock is now traded at around $170.77. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,688 shares as of .

Added: Schwab International Equity (SCHF)

Appleton Partners Inc added to a holding in Schwab International Equity by 24.11%. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $32.25. The impact to a portfolio due to this purchase was 0.23%. The holding were 266,393 shares as of .

Added: The Estee Lauder Companies Inc (EL)

Appleton Partners Inc added to a holding in The Estee Lauder Companies Inc by 128.36%. The purchase prices were between $124.91 and $165.55, with an estimated average price of $146.43. The stock is now traded at around $168.29. The impact to a portfolio due to this purchase was 0.2%. The holding were 14,535 shares as of .

Added: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)

Appleton Partners Inc added to a holding in SPDR Portfolio Intermediate Term Corporate Bond by 78.76%. The purchase prices were between $33.04 and $34.2, with an estimated average price of $33.58. The stock is now traded at around $34.03. The impact to a portfolio due to this purchase was 0.14%. The holding were 64,856 shares as of .

Added: SPDR Portfolio Aggregate Bond (SPAB)

Appleton Partners Inc added to a holding in SPDR Portfolio Aggregate Bond by 66.02%. The purchase prices were between $27.82 and $28.57, with an estimated average price of $28.06. The stock is now traded at around $28.32. The impact to a portfolio due to this purchase was 0.13%. The holding were 77,213 shares as of .

Added: Charles Schwab Corp (SCHW)

Appleton Partners Inc added to a holding in Charles Schwab Corp by 22.11%. The purchase prices were between $40.72 and $47.98, with an estimated average price of $45.15. The stock is now traded at around $45.55. The impact to a portfolio due to this purchase was 0.08%. The holding were 67,891 shares as of .

Added: Brookfield Asset Management Inc (BAM)

Appleton Partners Inc added to a holding in Brookfield Asset Management Inc by 21.32%. The purchase prices were between $37.89 and $46.65, with an estimated average price of $43.54. The stock is now traded at around $47.68. The impact to a portfolio due to this purchase was 0.07%. The holding were 59,511 shares as of .

Sold Out: Vanguard Global ex-U.S. Real Estate ETF (VNQI)

Appleton Partners Inc sold out a holding in Vanguard Global ex-U.S. Real Estate ETF. The sale prices were between $52.04 and $59.57, with an estimated average price of $56.58.

Sold Out: CVS Health Corp (CVS)

Appleton Partners Inc sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.

Sold Out: Dominion Energy Inc (D)

Appleton Partners Inc sold out a holding in Dominion Energy Inc. The sale prices were between $67.97 and $77.04, with an estimated average price of $72.95.

Sold Out: Vanguard Total Stock Market (VTI)

Appleton Partners Inc sold out a holding in Vanguard Total Stock Market. The sale prices were between $124.77 and $146.62, with an estimated average price of $139.34.



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