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  Name: MIDDLETON & CO INC/MA
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $867,144,000
  Total Value Change : $65,360,000
  Securities Held Change : 10
   
All Securities Held : 167
  New Positions : 13
  Closed Positions : 3
  Increased Positions : 38
  Unchanged Positions : 46
  Decreased Positions : 70

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Holdings Found : 12     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
   (HEQT)1 Year Chart         HEQT Simplify Hedged Equity Etf 86 New $0.00 $1,412,000 53,285 0.16% 1,412,000 53,285 0.592    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 102 New $0.00 $725,000 31,825 0.08% 725,000 31,825 0    N/A
   (STIP)1 Year Chart         STIP Ishares Barclays 0-5 Year T... 103 New $99.57 $682,000 6,863 0.08% 682,000 6,863 0.001    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 115 New $106.70 $470,000 4,379 0.05% 470,000 4,379 0    Closed - End Fund - E...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 117 New $93.05 $461,000 4,924 0.05% 461,000 4,924 0.005    N/A
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 125 New $46.13 $403,000 9,151 0.05% 403,000 9,151 0.005    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 128 New $81.47 $390,000 4,767 0.04% 390,000 4,767 0.001    Closed - End Fund - E...
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 129 New $0.00 $388,000 6,632 0.04% 388,000 6,632 0.002    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 148 New $332.85 $255,000 814 0.03% 255,000 814 0    Diversified Machinery
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 158 New $450.71 $216,000 486 0.02% 216,000 486 0    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 162 New $244.60 $208,000 834 0.02% 208,000 834 0    Closed - End Fund - E...
   (HII)1 Year Chart         HII Huntington Ingalls Industri... 164 New $253.10 $204,000 701 0.02% 204,000 701 0    Aerospace/Defense Pro...
      12 Records Found
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