Appleton Partners Inc/Ma Top Holdings and 13F Report (2024) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.36 million in total holdings as of September 30, 2024.Appleton Partners Inc/Ma owns shares of 255 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 2.49% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 259 new stocks and bought additional shares in 58 stocks.Appleton Partners Inc/Ma sold shares of 158 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $88,975Microsoft $51,368Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $50,314Schwab US Large-Cap ETF $43,713Amazon.com $36,306 Largest New Holdings this Quarter GE VERNOVA INC $13,651 HoldingSchwab Fundamental Emerging Markets Large Company Index ETF $208 HoldingVanguard ESG International Stock ETF $208 Holding Largest Purchases this Quarter Broadcom 154,738 shares (about $26.69K)GE VERNOVA INC 53,537 shares (about $13.65K)Energy Select Sector SPDR Fund 15,166 shares (about $1.33K)CRH PLC 13,435 shares (about $1.25K)Meta Platforms 2,165 shares (about $1.24K) Largest Sales this Quarter Accenture 9,745 shares (about $3.44K)Apple 9,202 shares (about $2.14K)JPMorgan Ultra-Short Municipal ETF 30,920 shares (about $1.58K)Intuit 2,267 shares (about $1.41K)JPMorgan Ultra-Short Income ETF 23,082 shares (about $1.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppleton Partners Inc/Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$88,975$2,144 ▼-2.4%381,8676.5%Computer and TechnologyMSFTMicrosoft$51,368$505 ▼-1.0%119,3763.8%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$50,314$851 ▼-1.7%445,4973.7%ETFSCHXSchwab US Large-Cap ETF$43,713$502 ▼-1.1%644,2543.2%ETFAMZNAmazon.com$36,306$216 ▼-0.6%194,8472.7%Retail/WholesaleJPMJPMorgan Chase & Co.$31,510$792 ▼-2.5%149,4362.3%FinanceAVGOBroadcom$29,784$26,692 ▲863.4%172,6602.2%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$29,371$1,171 ▼-3.8%578,8582.2%ETFGOOGAlphabet$26,805$394 ▼-1.4%160,3282.0%Computer and TechnologyHDHome Depot$26,683$532 ▼-2.0%65,8522.0%Retail/WholesaleVVisa$26,164$467 ▼-1.8%95,1571.9%Business ServicesTMOThermo Fisher Scientific$22,665$324 ▼-1.4%36,6411.7%MedicalXLEEnergy Select Sector SPDR Fund$22,260$1,332 ▲6.4%253,5281.6%ETFUNHUnitedHealth Group$22,011$600 ▼-2.7%37,6461.6%MedicalSCHFSchwab International Equity ETF$17,543$74 ▼-0.4%426,6191.3%ETFICEIntercontinental Exchange$17,173$188 ▼-1.1%106,9041.3%FinanceZTSZoetis$17,113$266 ▼-1.5%87,5891.3%MedicalMSMorgan Stanley$16,442$41 ▲0.3%157,7321.2%FinanceMUMicron Technology$16,216$627 ▲4.0%156,3561.2%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$15,764$179 ▼-1.1%435,8331.2%ETFBXBlackstone$15,356$83 ▲0.5%100,2811.1%FinanceINTUIntuit$15,120$1,408 ▼-8.5%24,3471.1%Computer and TechnologyMETAMeta Platforms$14,518$1,239 ▲9.3%25,3611.1%Computer and TechnologyDHRDanaher$14,319$208 ▲1.5%51,5051.1%Multi-Sector ConglomeratesJEPIJPMorgan Equity Premium Income ETF$14,304$331 ▲2.4%240,3711.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,122$538 ▼-3.7%245,9911.0%ETFNFLXNetflix$13,929$413 ▼-2.9%19,6391.0%Consumer DiscretionaryEQIXEquinix$13,719$107 ▲0.8%15,4561.0%FinanceAJGArthur J. Gallagher & Co.$13,653$436 ▼-3.1%48,5241.0%FinanceGE VERNOVA INC$13,651$13,651 ▲New Holding53,5371.0%CSSPYSPDR S&P 500 ETF Trust$13,317$1,073 ▼-7.5%23,2111.0%FinanceSHWSherwin-Williams$12,897$97 ▼-0.7%33,7910.9%Basic MaterialsMRKMerck & Co., Inc.$12,731$823 ▲6.9%112,1120.9%MedicalCMGChipotle Mexican Grill$12,455$342 ▲2.8%216,1590.9%Retail/WholesaleCOSTCostco Wholesale$12,388$455 ▼-3.5%13,9730.9%Retail/WholesaleROPRoper Technologies$12,350$121 ▲1.0%22,1950.9%Computer and TechnologyPGProcter & Gamble$11,927$256 ▼-2.1%68,8630.9%Consumer StaplesVRSKVerisk Analytics$11,769$24 ▲0.2%43,9200.9%Business ServicesBACBank of America$11,713$235 ▼-2.0%295,1760.9%FinanceNOCNorthrop Grumman$11,454$181 ▼-1.6%21,6910.8%AerospaceIBBiShares Biotechnology ETF$11,022$296 ▲2.8%75,6990.8%FinanceSCHASchwab US Small-Cap ETF$11,004$75 ▲0.7%213,6770.8%ETFBKNGBooking$10,619$240 ▲2.3%2,5210.8%Retail/WholesaleDISWalt Disney$10,490$296 ▼-2.7%109,0560.8%Consumer DiscretionarySYKStryker$10,051$66 ▲0.7%27,8220.7%MedicalNVDANVIDIA$10,010$172 ▲1.7%82,4290.7%Computer and TechnologyRSGRepublic Services$9,502$795 ▼-7.7%47,3120.7%Business ServicesGOOGLAlphabet$9,454$229 ▼-2.4%57,0020.7%Computer and TechnologyJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$9,249$9 ▼-0.1%88,0560.7%ETFPEPPepsiCo$9,233$289 ▼-3.0%54,2970.7%Consumer StaplesLMTLockheed Martin$9,188$288 ▼-3.0%15,7180.7%AerospaceSTZConstellation Brands$9,057$150 ▲1.7%35,1470.7%Consumer StaplesJNJJohnson & Johnson$8,953$180 ▼-2.0%55,2470.7%MedicalCNSWFConstellation Software$8,656$322 ▲3.9%2,6600.6%Computer and TechnologyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$8,535$40 ▲0.5%177,7010.6%ETFWCNWaste Connections$8,476$609 ▲7.7%47,4010.6%Business ServicesPANWPalo Alto Networks$8,360$556 ▼-6.2%24,4580.6%Computer and TechnologyVMCVulcan Materials$8,297$148 ▲1.8%33,1290.6%ConstructionSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,276$403 ▲5.1%245,4970.6%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$8,226$301 ▲3.8%138,8770.6%ManufacturingABBVAbbVie$8,016$237 ▼-2.9%40,5920.6%MedicalCPCanadian Pacific Kansas City$7,670$128 ▼-1.6%89,6660.6%TransportationIQVIQVIA$7,628$139 ▲1.9%32,1910.6%MedicalTJXTJX Companies$6,772$594 ▼-8.1%57,6110.5%Retail/WholesaleSPABSPDR Portfolio Aggregate Bond ETF$6,749$257 ▲4.0%258,1780.5%ETFADSKAutodesk$6,705$94 ▼-1.4%24,3380.5%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$6,664$1,575 ▼-19.1%130,8230.5%ETFMNSTMonster Beverage$6,636$5 ▲0.1%127,1970.5%Consumer StaplesBRK.BBerkshire Hathaway$6,564$27 ▼-0.4%14,2620.5%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$6,412$322 ▲5.3%207,8540.5%ETFAMGNAmgen$6,306$169 ▼-2.6%19,5720.5%MedicalLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$6,195$252 ▲4.2%40,3270.5%Consumer DiscretionaryHEROGlobal X Video Games & Esports ETF$5,983$107 ▼-1.8%245,8110.4%ManufacturingMCDMcDonald's$5,859$488 ▲9.1%19,2410.4%Retail/WholesaleIAGGiShares Core International Aggregate Bond ETF$5,841$33 ▲0.6%112,7230.4%ETFAMTAmerican Tower$5,749$187 ▼-3.1%24,7200.4%FinanceHSYHershey$5,526$68 ▲1.2%28,8150.4%Consumer StaplesWMTWalmart$5,169$288 ▼-5.3%64,0100.4%Retail/WholesaleIWMiShares Russell 2000 ETF$4,755$224 ▼-4.5%21,5240.3%FinanceSCHHSchwab U.S. REIT ETF$4,624$37 ▼-0.8%199,5540.3%ETFEMLPFirst Trust North American Energy Infrastructure Fund$4,550$74 ▼-1.6%135,4090.3%ETFXLUUtilities Select Sector SPDR Fund$4,404$50 ▲1.2%54,5120.3%ETFLLYEli Lilly and Company$4,330$51 ▼-1.2%4,8880.3%MedicalPFFDGlobal X U.S. Preferred ETF$4,322$60 ▲1.4%207,9670.3%ETFXOMExxon Mobil$3,985$643 ▼-13.9%33,9940.3%Oils/EnergyCMECME Group$3,652$75 ▲2.1%16,5530.3%FinanceCRH PLC$3,531$1,246 ▲54.5%38,0720.3%CSCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$3,337$56 ▲1.7%162,8280.2%FinanceWSOWatsco$3,330$950 ▼-22.2%6,7690.2%ConstructionWELLWelltower$3,329$26 ▼-0.8%26,0040.2%FinanceAMPLIFY CYBERSECURITY ETF$3,297$117 ▼-3.4%48,2850.2%CSMDTMedtronic$3,079$150 ▼-4.6%34,2020.2%MedicalGSThe Goldman Sachs Group$3,053$16 ▼-0.5%6,1660.2%FinanceIVViShares Core S&P 500 ETF$2,948$104 ▼-3.4%5,1100.2%ETFBKLNInvesco Senior Loan ETF$2,864$47 ▲1.7%136,2940.2%ETFBRBroadridge Financial Solutions$2,839$100 ▼-3.4%13,2010.2%Business ServicesSPHYSPDR Portfolio High Yield Bond ETF$2,804$58 ▲2.1%116,5980.2%ETFVOVanguard Mid-Cap ETF$2,781$101 ▼-3.5%10,5390.2%ETFEFAiShares MSCI EAFE ETF$2,594$175 ▼-6.3%31,0140.2%FinanceVEAVanguard FTSE Developed Markets ETF$2,543$261 ▼-9.3%48,1610.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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