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  Name: APPLETON GROUP WEALTH MANAGEMENT LLC
  City: APPLETON
  State: WI
  Zip: 54911
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $28,634,000
  Total Value Change : $-43,008,000
  Securities Held Change : -10
   
All Securities Held : 27
  New Positions : 6
  Closed Positions : 19
  Increased Positions : 8
  Unchanged Positions : 5
  Decreased Positions : 8

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SDS)1 Year Chart         SDS ProShares UltraShort S&P500 9 New $7.17 $474,000 12,774 1.66% 474,000 12,774 0.02    N/A
   (SPLK)1 Year Chart         SPLK Splunk Inc 16 New $156.90 $331,000 2,263 1.16% 331,000 2,263 0.001    Application Software
   (JW.A)1 Year Chart         JW.A John Wiley & Sons Inc A 20 New $36.66 $281,000 7,567 0.98% 281,000 7,567 0.014    Publishing
   (SCSC)1 Year Chart         SCSC Scansource Inc 23 New $47.34 $266,000 8,788 0.93% 266,000 8,788 0.035    Computers Wholesale
   (PATH)1 Year Chart         PATH Uipath, Inc. 25 New $12.07 $252,000 14,738 0.88% 252,000 14,738 0.003    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 26 New $90.94 $245,000 2,710 0.86% 245,000 2,710 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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