APPLETON GROUP, LLC

Q1 2015 13F Holdings Report, Stock Holdings

Signature - Title
Mark C Scheffler - CCO
Location
Appleton, WI
Holdings as of
31 Mar 2015
Value $
$94,008,000
Num holdings
24
Filing time
06 May 2015, 14:56:41 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included QQQ, SPY, IWD, ACWI, and IWM.
Previous filing
Q4 2014 - 10 Feb 2015
Next filing
Q2 2015 - 05 Aug 2015

Key filing fact

APPLETON GROUP, LLC reported $94,008,000 across 24 holdings in Q1 2015.

Key facts

  • APPLETON GROUP, LLC reported 13f holdings report, stock holdings for Q1 2015.
  • Reported holdings value: $94,008,000.
  • 24 holdings are listed in this filing snapshot.

Change

  • Previous comparable filing: Q4 2014.
  • Value moved from $82,617,000 to $94,008,000.

Research use

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Evidence

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing

13F holdings

Reported holdings

Rows come from APPLETON GROUP, LLC's Q1 2015 Form 13F and keep security, value, share, and activity fields together.

Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2015 Q1 compared to 2014 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Mark C Scheffler CCO Appleton, Wisconsin 04 May 2015
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