Appleton Partners Inc/Ma Top Holdings and 13F Report (2025) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.35 million in total holdings as of December 31, 2024.Appleton Partners Inc/Ma owns shares of 253 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 5.84% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 255 new stocks and bought additional shares in 77 stocks.Appleton Partners Inc/Ma sold shares of 140 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $90,848Microsoft $50,417Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $50,285Schwab US Large-Cap ETF $44,536Amazon.com $40,946 Largest New Holdings this Quarter Marvell Technology $15,076 HoldingEvercore $8,710 HoldingCurtiss-Wright $4,972 HoldingTE CONNECTIVITY PLC $2,254 HoldingDuPont de Nemours $2,045 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,277,052 shares (about $29.60K)Marvell Technology 136,497 shares (about $15.08K)Evercore 31,424 shares (about $8.71K)Schwab International Equity ETF 434,323 shares (about $8.03K)SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 227,704 shares (about $7.00K) Largest Sales this Quarter Constellation Brands 33,552 shares (about $7.43K)IQVIA 30,655 shares (about $6.03K)Global X Video Games & Esports ETF 230,731 shares (about $5.42K)Apple 19,085 shares (about $4.78K)JPMorgan Ultra-Short Income ETF 85,396 shares (about $4.30K) 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$90,848$4,779 ▼-5.0%362,7826.7%Computer and TechnologyMSFTMicrosoft$50,417$100 ▲0.2%119,6143.7%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$50,285$1,028 ▼-2.0%436,5743.7%ETFSCHXSchwab US Large-Cap ETF$44,536$29,602 ▲198.2%1,921,3063.3%ETFAMZNAmazon.com$40,946$1,802 ▼-4.2%186,6343.0%Retail/WholesaleAVGOBroadcom$37,633$2,397 ▼-6.0%162,3232.8%Computer and TechnologyJPMJPMorgan Chase & Co.$34,189$1,632 ▼-4.6%142,6262.5%FinanceGOOGAlphabet$29,403$1,130 ▼-3.7%154,3942.2%Computer and TechnologyVVisa$28,245$1,829 ▼-6.1%89,3712.1%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$24,856$4,301 ▼-14.8%493,4621.8%ETFHDHome Depot$24,215$1,401 ▼-5.5%62,2501.8%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$21,964$247 ▲1.1%256,4131.6%ETFMSMorgan Stanley$19,240$590 ▼-3.0%153,0401.4%FinanceTMOThermo Fisher Scientific$18,805$256 ▼-1.3%36,1481.4%MedicalUNHUnitedHealth Group$18,637$406 ▼-2.1%36,8431.4%MedicalGE VERNOVA INC$17,007$603 ▼-3.4%51,7031.3%CSNFLXNetflix$16,691$814 ▼-4.6%18,7261.2%Consumer DiscretionaryBXBlackstone$16,513$777 ▼-4.5%95,7721.2%FinanceSCHFSchwab International Equity ETF$15,927$8,035 ▲101.8%860,9421.2%ETFICEIntercontinental Exchange$15,710$220 ▼-1.4%105,4291.2%FinanceMETAMeta Platforms$15,406$557 ▲3.7%26,3121.1%Computer and TechnologyINTUIntuit$15,260$42 ▼-0.3%24,2801.1%Computer and TechnologyMRVLMarvell Technology$15,076$15,076 ▲New Holding136,4971.1%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$14,581$50 ▲0.3%437,3341.1%ETFJEPIJPMorgan Equity Premium Income ETF$14,504$676 ▲4.9%252,1201.1%ETFEQIXEquinix$14,237$337 ▼-2.3%15,0991.1%FinanceZTSZoetis$13,809$461 ▼-3.2%84,7571.0%MedicalAJGArthur J. Gallagher & Co.$13,722$51 ▼-0.4%48,3441.0%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$13,385$6,998 ▲109.5%435,5581.0%ETFSPYSPDR S&P 500 ETF Trust$13,244$359 ▼-2.6%22,5981.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$13,131$285 ▲2.2%251,4551.0%ETFMUMicron Technology$12,920$239 ▼-1.8%153,5131.0%Computer and TechnologyCMGChipotle Mexican Grill$12,488$547 ▼-4.2%207,0960.9%Retail/WholesaleBACBank of America$12,251$722 ▼-5.6%278,7440.9%FinanceVRSKVerisk Analytics$12,169$72 ▲0.6%44,1810.9%Business ServicesDHRDanaher$11,791$32 ▼-0.3%51,3640.9%Multi-Sector ConglomeratesROPRoper Technologies$11,789$251 ▲2.2%22,6770.9%Computer and TechnologySHWSherwin-Williams$11,726$240 ▲2.1%34,4960.9%Basic MaterialsNVDANVIDIA$11,656$586 ▲5.3%86,7940.9%Computer and TechnologyBKNGBooking$11,596$929 ▼-7.4%2,3340.9%Retail/WholesaleSCHASchwab US Small-Cap ETF$11,182$5,656 ▲102.4%432,4090.8%ETFPGProcter & Gamble$10,955$590 ▼-5.1%65,3460.8%Consumer StaplesDISWalt Disney$10,904$1,240 ▼-10.2%97,9230.8%Consumer DiscretionaryCOSTCostco Wholesale$10,778$2,025 ▼-15.8%11,7630.8%Retail/WholesaleMRKMerck & Co., Inc.$10,627$526 ▼-4.7%106,8250.8%MedicalGOOGLAlphabet$10,543$248 ▼-2.3%55,6940.8%Computer and TechnologySYKStryker$10,521$504 ▲5.0%29,2220.8%MedicalIBBiShares Biotechnology ETF$10,022$14 ▲0.1%75,8030.7%FinanceNOCNorthrop Grumman$9,687$493 ▼-4.8%20,6410.7%AerospaceCIBRFirst Trust Nasdaq Cybersecurity ETF$9,229$417 ▲4.7%145,4520.7%ManufacturingRSGRepublic Services$9,032$486 ▼-5.1%44,8950.7%Business ServicesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$8,894$129 ▼-1.4%86,7980.7%ETFEVREvercore$8,710$8,710 ▲New Holding31,4240.6%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,651$608 ▲7.6%264,0670.6%ETFWCNWaste Connections$8,543$410 ▲5.0%49,7930.6%Business ServicesVMCVulcan Materials$8,329$193 ▼-2.3%32,3790.6%ConstructionJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$8,283$35 ▼-0.4%176,9440.6%ETFPEPPepsiCo$7,969$288 ▼-3.5%52,4060.6%Consumer StaplesCNSWFConstellation Software$7,825$418 ▼-5.1%2,5250.6%Computer and TechnologyPANWPalo Alto Networks$7,762$3,312 ▲74.4%42,6590.6%Computer and TechnologyLMTLockheed Martin$7,611$27 ▼-0.4%15,6620.6%AerospaceADSKAutodesk$7,335$142 ▲2.0%24,8170.5%Computer and TechnologyJNJJohnson & Johnson$7,219$771 ▼-9.6%49,9170.5%MedicalABBVAbbVie$7,094$119 ▼-1.7%39,9210.5%MedicalSPABSPDR Portfolio Aggregate Bond ETF$6,906$454 ▲7.0%276,3590.5%ETFMNSTMonster Beverage$6,588$98 ▼-1.5%125,3380.5%Consumer StaplesBRK.BBerkshire Hathaway$6,420$44 ▼-0.7%14,1640.5%FinanceTJXTJX Companies$6,417$543 ▼-7.8%53,1130.5%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$6,392$242 ▼-3.6%126,0590.5%ETFIAGGiShares Core International Aggregate Bond ETF$5,806$179 ▲3.2%116,3010.4%ETFWMTWalmart$5,737$46 ▼-0.8%63,4980.4%Retail/WholesaleMCDMcDonald's$5,399$179 ▼-3.2%18,6250.4%Retail/WholesaleCWCurtiss-Wright$4,972$4,972 ▲New Holding14,0100.4%AerospaceAMGNAmgen$4,813$288 ▼-5.6%18,4670.4%MedicalEMLPFirst Trust North American Energy Infrastructure Fund$4,607$220 ▼-4.6%129,2310.3%ETFLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$4,559$711 ▼-13.5%34,8840.3%Consumer DiscretionaryAMTAmerican Tower$4,511$23 ▼-0.5%24,5930.3%FinanceIWMiShares Russell 2000 ETF$4,389$367 ▼-7.7%19,8650.3%FinancePFFDGlobal X U.S. Preferred ETF$4,256$198 ▲4.9%218,1290.3%ETFSCHHSchwab U.S. REIT ETF$4,199$4 ▼-0.1%199,3860.3%ETFXLUUtilities Select Sector SPDR Fund$4,024$102 ▼-2.5%53,1590.3%ETFCMECME Group$3,907$63 ▲1.6%16,8250.3%FinanceLLYEli Lilly and Company$3,743$30 ▼-0.8%4,8490.3%MedicalHSYHershey$3,739$1,140 ▼-23.4%22,0810.3%Consumer StaplesAMPLIFY CYBERSECURITY ETF$3,602$6 ▲0.2%48,3600.3%CSCRH PLC$3,426$97 ▼-2.7%37,0270.3%CSXOMExxon Mobil$3,422$235 ▼-6.4%31,8110.3%Oils/EnergyGSThe Goldman Sachs Group$3,380$151 ▼-4.3%5,9020.2%FinanceWELLWelltower$3,292$14 ▲0.4%26,1190.2%FinanceCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$3,245$4 ▼-0.1%162,6330.2%FinanceWSOWatsco$3,181$27 ▼-0.8%6,7130.2%ConstructionXLKTechnology Select Sector SPDR Fund$3,013$597 ▲24.7%12,9600.2%ETFDFSDiscover Financial Services$2,9650.0%17,1140.2%FinanceBKLNInvesco Senior Loan ETF$2,942$71 ▲2.5%139,6480.2%ETFIVViShares Core S&P 500 ETF$2,904$104 ▼-3.5%4,9330.2%ETFBRBroadridge Financial Solutions$2,902$83 ▼-2.8%12,8350.2%Business ServicesSPHYSPDR Portfolio High Yield Bond ETF$2,824$87 ▲3.2%120,3190.2%ETFMDTMedtronic$2,660$72 ▼-2.6%33,3040.2%MedicalEFAiShares MSCI EAFE ETF$2,434$89 ▲3.8%32,1910.2%FinanceCTASCintas$2,423$984 ▲68.4%13,2630.2%Business ServicesShowing 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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