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| Name: |
APPLETON GROUP WEALTH MANAGEMENT LLC |
| City: |
APPLETON |
| State: |
WI |
| Zip: |
54911 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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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 |
|
MPC |
Marathon Petroleum Corp |
10 |
- |
$174.77 |
$454,000 |
3,000 |
1.59% |
104,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
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TJX |
TJX Companies Inc |
14 |
- |
$98.92 |
$356,000 |
4,007 |
1.24% |
16,000 |
0 |
0.006 |
Discount, Variety Stores |
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HQY |
Healthequity Inc |
15 |
- |
$0.00 |
$356,000 |
4,878 |
1.24% |
48,000 |
0 |
0 |
N/A |
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STX |
Seagate Technology |
17 |
- |
$98.24 |
$296,000 |
4,486 |
1.03% |
18,000 |
0 |
0.002 |
Data Storage Devices |
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DSI |
iShares KLD 400 Social Index |
18 |
- |
$100.96 |
$286,000 |
3,511 |
1% |
-10,000 |
0 |
0.002 |
Closed - End Fund - E... |
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