Appleton Group Wealth Management »

stock shares owned by Appleton Group Wealth Management

Quarter-by-quarter ownership of stock shares owned by Appleton Group Wealth Management from 13F filings

Historical chart of Appleton Group Wealth Management investment in stock

Tip: Access up to 7 years of quarterly data

All positions including stock held by Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in stock by Appleton Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $331k 2.3k 146.25

More positions owned by Appleton Group Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Rus 2000 Val Etf (IWN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Proshares Tr Ultrashrt S&p500 (SDS)
Marathon Petroleum Corp (MPC)
Proshares Tr Ultsht Russ2000 (TWM)
Eaton Corp SHS (ETN)
Meta Platforms Cl A (META)
Healthequity (HQY)
TJX Companies (TJX)

View all positions for Appleton Group Wealth Management

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