AP

Appleton Partners Inc/MA

13F
Appleton Partners Inc/MA
Last update 2025-04-22 243 Stocks (9 new)
Value $1.29 Bil Turnover 4 %
Countries:
Top Holdings: AAPL(6.08%)GSLC(3.70%)MSFT(3.55%)SCHX(3.24%)AMZN(2.73%)
Summary Stock Picks Current Portfolio
Appleton Partners Inc/MA Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
354,384
78,720.0
-2.31%
6.080
-0.16%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
434,376
47,820.0
-0.50%
3.700
-0.02%
0.380
+18.96%
+7.49%
14,014.4
 
MSFT
Microsoft Corp
122,316
45,920.0
+2.26%
3.550
+0.08%
0.000
+38.94%
+21.47%
3,790,969.0
Software
SCHX
Schwab U.S. Large-Cap ETF
1,898,727
41,920.0
-1.18%
3.240
-0.04%
0.080
+19.93%
+7.89%
56,889.6
 
AMZN
Amazon.com Inc
185,406
35,280.0
-0.66%
2.730
-0.02%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
JPM
JPMorgan Chase & Co
139,226
34,150.0
-2.38%
2.640
-0.06%
0.010
+26.17%
+23.48%
800,897.6
Banks
V
Visa Inc
86,969
30,480.0
-2.69%
2.360
-0.06%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
XLE
The Energy Select Sector SPDR Fund
273,017
25,510.0
+6.48%
1.970
+0.12%
0.080
+6.33%
+1.96%
27,414.7
 
AVGO
Broadcom Inc
151,953
25,440.0
-6.39%
1.970
-0.18%
0.000
+66.10%
+22.87%
1,332,681.5
Semiconductors
JPST
JPMorgan Ultra-Short Income ETF
482,233
24,420.0
-2.28%
1.890
-0.04%
0.080
+1.35%
+2.74%
32,077.9
 

Appleton Partners Inc/MA's Historical Top Holdings Breakdowns

Appleton Partners Inc/MA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EQIX
Equinix Inc
2025-03-31
Reduce
Reduce
-0.86%
●
803 ($898.89) 959.97
$777.78
-13.47%
Reduce -81.71%
2,761
-12,338
BAC
Bank of America Corp
2025-03-31
Reduce
Reduce
-0.77%
●
39.61 ($44.56) 47.74
$47.32
6.19%
Reduce -84.08%
44,384
-234,360
MRK
Merck & Co Inc
2025-03-31
Reduce
Reduce
-0.73%
●
83.01 ($93.37) 101.02
$79.96
-14.36%
Reduce -92.14%
8,394
-98,431
WELL
Welltower Inc
2025-03-31
Add
Add
+0.66%
●
124.05 ($142.48) 156.86
$159.05
11.63%
Add 212.53%
81,630
55,511
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.50%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Add 85.11%
26,219
12,055
CW
Curtiss-Wright Corp
2025-03-31
Add
Add
+0.25%
●
304.82 ($337.43) 384.07
$487.88
44.59%
Add 72.08%
24,109
10,099
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.25%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Add 21.27%
31,909
5,597
AMGN
Amgen Inc
2025-03-31
Reduce
Reduce
-0.23%
●
258.59 ($295.3) 327.36
$294.76
-0.18%
Reduce -64.43%
6,569
-11,898
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.18%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Reduce -6.39%
151,953
-10,370
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.16%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -2.31%
354,384
-8,398

Appleton Partners Inc/MA Total Holding History ($B)

To

Appleton Partners Inc/MA's Asset Allocation

To

Appleton Partners Inc/MA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Appleton Partners Inc/MA's Hypothetical Growth since 2025-03-31

Appleton Partners Inc/MA's Yearly Returns

Year Portfolio % % Excess Gain %

Appleton Partners Inc/MA's Holdings Heat Map

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Appleton Partners Inc/MA's Holdings Bubble Chart

Appleton Partners Inc/MA News

  • 1

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