Appleton Group Wealth Management

Latest statistics and disclosures from Appleton Group's latest quarterly 13F-HR filing:

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Positions held by Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Appleton Group

Companies in the Appleton Group portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 31.5 $23M +100% 302k 74.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 15.3 $11M +697% 145k 75.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 14.3 $10M -48% 144k 71.39
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.7 $6.3M +3134% 171k 36.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.5 $3.3M +6% 27k 120.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.0 $2.1M +2% 42k 50.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.2 $1.6M -2% 21k 78.11
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $945k -10% 5.7k 166.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $929k -24% 2.1k 451.85
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $806k +126% 17k 47.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $665k -22% 4.1k 161.45
Meta Platforms Cl A (FB) 0.8 $566k +22% 2.5k 222.22
4068594 Enphase Energy (ENPH) 0.8 $539k NEW 2.7k 201.80
Apple (AAPL) 0.7 $511k -4% 2.9k 174.52

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Healthequity (HQY) 0.7 $500k NEW 7.4k 67.45
Proshares Tr Ultrashrt S&p500 (SDS) 0.6 $453k NEW 12k 37.43
Pfizer (PFE) 0.6 $452k -4% 8.7k 51.81
CVS Caremark Corporation (CVS) 0.6 $452k 4.5k 101.14
Advanced Micro Devices (AMD) 0.6 $435k 4.0k 109.24
Cognizant Technology Solutio Cl A (CTSH) 0.6 $419k -8% 4.7k 89.72
Nicolet Bankshares (NCBS) 0.6 $401k 4.3k 93.58
Universal Display Corporation (OLED) 0.5 $372k -12% 2.2k 166.82
Eaton Corp SHS (ETN) 0.5 $368k 2.4k 151.63
Tyler Technologies (TYL) 0.5 $359k 806.00 445.41
Garmin SHS (GRMN) 0.5 $353k +56% 3.0k 118.74
Netflix (NFLX) 0.5 $351k +89% 936.00 375.00
ON Semiconductor (ON) 0.5 $349k -12% 5.6k 62.63
Proshares Tr Ultsht Russ2000 (TWM) 0.5 $331k 23k 14.29
Select Sector Spdr Tr Energy (XLE) 0.5 $331k NEW 4.3k 76.53
Ford Motor Company (F) 0.4 $313k -27% 19k 16.89
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.4 $310k NEW 16k 19.73
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.4 $301k NEW 4.6k 65.24
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.4 $293k NEW 3.9k 75.36
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $277k -9% 3.7k 74.40
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $271k 2.5k 108.10
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $266k -3% 1.4k 185.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $262k -4% 1.9k 136.74
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $262k -8% 3.0k 88.10
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $261k -4% 2.5k 102.92
Select Sector Spdr Tr Technology (XLK) 0.4 $260k -5% 1.6k 158.92
Marathon Petroleum Corp (MPC) 0.4 $257k NEW 3.0k 85.67
Associated Banc- (ASB) 0.3 $208k 9.1k 22.75
Johnson & Johnson (JNJ) 0.3 $200k NEW 1.1k 176.99

Past Filings by Appleton Group

SEC 13F filings are viewable for Appleton Group going back to 2011

View all past filings