- New Purchases: LNT, QUAD,
- Added Positions: SCHA, SCHZ,
- Reduced Positions: SCHG, SPY, IWD, SCHF, VCSH, CWB, PGX, SCHV, SCHX, IWN, LQD, EMB,
- Sold Out: XLI, FDN,
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 ETF (SCHG) - 213,804 shares, 20.86% of the total portfolio. Shares reduced by 14.05%
- Schwab U.S. Large-Cap ETF (SCHX) - 149,302 shares, 12.30% of the total portfolio. Shares reduced by 5.05%
- Schwab U.S. Large-Cap Value ETF (SCHV) - 184,856 shares, 12.18% of the total portfolio. Shares reduced by 5.14%
- Schwab International Equity ETF (SCHF) - 270,100 shares, 9.99% of the total portfolio. Shares reduced by 13.21%
- Schwab U.S. Small-Cap ETF (SCHA) - 119,479 shares, 9.67% of the total portfolio. Shares added by 1944.47%
Appleton Group Wealth Management Llc initiated holding in Alliant Energy Corp. The purchase prices were between $48.99 and $54.26, with an estimated average price of $51.36. The stock is now traded at around $52.22. The impact to a portfolio due to this purchase was 0.25%. The holding were 4,037 shares as of .
New Purchase: Quad/Graphics Inc (QUAD)Appleton Group Wealth Management Llc initiated holding in Quad/Graphics Inc. The purchase prices were between $7.46 and $11.57, with an estimated average price of $9.32. The stock is now traded at around $9.94. The impact to a portfolio due to this purchase was 0.19%. The holding were 15,230 shares as of .
Added: Schwab U.S. Small-Cap ETF (SCHA)Appleton Group Wealth Management Llc added to a holding in Schwab U.S. Small-Cap ETF by 1944.47%. The purchase prices were between $67.49 and $73.12, with an estimated average price of $70.62. The stock is now traded at around $69.65. The impact to a portfolio due to this purchase was 9.2%. The holding were 119,479 shares as of .
Sold Out: Industrial Select Sector SPDR Fund (XLI)Appleton Group Wealth Management Llc sold out a holding in Industrial Select Sector SPDR Fund. The sale prices were between $72.89 and $79.35, with an estimated average price of $76.72.
Sold Out: First Trust Dow Jones Internet Index Fund (FDN)Appleton Group Wealth Management Llc sold out a holding in First Trust Dow Jones Internet Index Fund. The sale prices were between $133.68 and $151.35, with an estimated average price of $141.25.
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