Appleton Partners Inc/Ma Top Holdings and 13F Report (2025) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.29 million in total holdings as of March 31, 2025.Appleton Partners Inc/Ma owns shares of 243 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 4.79% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 253 new stocks and bought additional shares in 86 stocks.Appleton Partners Inc/Ma sold shares of 132 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $78,719Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $47,816Microsoft $45,916Schwab US Large-Cap ETF $41,924Amazon.com $35,275 Largest New Holdings this Quarter 74834L100 - Quest Diagnostics $1,363 Holding001055102 - Aflac $552 Holding92204A504 - Vanguard Health Care ETF $357 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $353 Holding808524409 - Schwab U.S. Large-Cap Value ETF $211 Holding Largest Purchases this Quarter Welltower 55,511 shares (about $8.51K)Berkshire Hathaway 12,055 shares (about $6.42K)Meta Platforms 5,597 shares (about $3.23K)Curtiss-Wright 10,099 shares (about $3.20K)Energy Select Sector SPDR Fund 16,604 shares (about $1.55K) Largest Sales this Quarter Equinix 12,338 shares (about $10.06K)Bank of America 234,360 shares (about $9.78K)Merck & Co., Inc. 98,431 shares (about $8.83K)Amgen 11,898 shares (about $3.71K)Apple 8,398 shares (about $1.87K) 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$78,719$1,865 ▼-2.3%354,3846.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$47,816$242 ▼-0.5%434,3763.7%ETFMSFTMicrosoft$45,916$1,014 ▲2.3%122,3163.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$41,924$499 ▼-1.2%1,898,7273.2%ETFAMZNAmazon.com$35,275$234 ▼-0.7%185,4062.7%Retail/WholesaleJPMJPMorgan Chase & Co.$34,152$834 ▼-2.4%139,2262.6%FinanceVVisa$30,479$842 ▼-2.7%86,9692.4%Business ServicesXLEEnergy Select Sector SPDR Fund$25,513$1,552 ▲6.5%273,0172.0%ETFAVGOBroadcom$25,441$1,736 ▼-6.4%151,9532.0%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$24,415$569 ▼-2.3%482,2331.9%ETFGOOGAlphabet$24,100$21 ▼-0.1%154,2601.9%Computer and TechnologyHDHome Depot$23,487$673 ▲3.0%64,0871.8%Retail/WholesaleUNHUnitedHealth Group$19,337$40 ▲0.2%36,9201.5%MedicalMETAMeta Platforms$18,391$3,226 ▲21.3%31,9091.4%Computer and TechnologyMSMorgan Stanley$18,053$198 ▲1.1%154,7381.4%FinanceTMOThermo Fisher Scientific$17,853$135 ▼-0.7%35,8771.4%MedicalSCHFSchwab International Equity ETF$16,919$110 ▼-0.6%855,3611.3%ETFAJGArthur J. Gallagher & Co.$16,734$44 ▲0.3%48,4721.3%FinanceICEIntercontinental Exchange$16,609$1,578 ▼-8.7%96,2841.3%FinanceNFLXNetflix$16,430$1,032 ▼-5.9%17,6191.3%Consumer DiscretionaryGSIEGoldman Sachs ActiveBeta International Equity ETF$15,474$117 ▼-0.7%434,0581.2%ETFGE VERNOVA INC$15,012$772 ▼-4.9%49,1731.2%CSJEPIJPMorgan Equity Premium Income ETF$14,858$452 ▲3.1%260,0281.1%ETFINTUIntuit$14,672$236 ▼-1.6%23,8961.1%Computer and TechnologyFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$14,473$1,049 ▲7.8%469,5991.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,100$529 ▲3.9%261,2521.1%ETFBRK.BBerkshire Hathaway$13,964$6,420 ▲85.1%26,2191.1%FinanceZTSZoetis$13,682$273 ▼-2.0%83,0981.1%MedicalBXBlackstone$13,578$191 ▲1.4%97,1401.0%FinanceMUMicron Technology$13,462$123 ▲0.9%154,9271.0%Computer and TechnologyROPRoper Technologies$13,310$60 ▼-0.4%22,5761.0%Computer and TechnologyVRSKVerisk Analytics$13,136$13 ▼-0.1%44,1371.0%Business ServicesWELLWelltower$12,507$8,505 ▲212.5%81,6301.0%FinanceSPYSPDR S&P 500 ETF Trust$12,202$439 ▼-3.5%21,8140.9%FinanceDHRDanaher$12,066$1,536 ▲14.6%58,8560.9%MedicalSHWSherwin-Williams$12,033$13 ▼-0.1%34,4590.9%Basic MaterialsPGProcter & Gamble$11,267$131 ▲1.2%66,1160.9%Consumer StaplesRSGRepublic Services$11,171$299 ▲2.8%46,1310.9%Business ServicesSYKStryker$10,843$35 ▼-0.3%29,1270.8%MedicalNOCNorthrop Grumman$10,678$110 ▲1.0%20,8560.8%AerospaceSCHASchwab US Small-Cap ETF$10,511$379 ▲3.7%448,5970.8%ETFBKNGBooking$10,467$286 ▼-2.7%2,2720.8%Retail/WholesaleCMGChipotle Mexican Grill$10,359$39 ▼-0.4%206,3160.8%Retail/WholesaleCOSTCostco Wholesale$10,289$837 ▼-7.5%10,8780.8%Retail/WholesaleIBBiShares Biotechnology ETF$10,025$330 ▲3.4%78,3820.8%FinanceDISWalt Disney$9,677$12 ▲0.1%98,0430.7%Consumer DiscretionaryWCNWaste Connections$9,640$79 ▼-0.8%49,3860.7%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$9,319$156 ▲1.7%147,9280.7%ManufacturingMRVLMarvell Technology$9,313$909 ▲10.8%151,2650.7%Computer and TechnologySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,147$369 ▲4.2%275,1730.7%ETFNVDANVIDIA$9,108$299 ▼-3.2%84,0350.7%Computer and TechnologyJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$8,819$89 ▲1.0%87,6870.7%ETFVMCVulcan Materials$8,538$984 ▲13.0%36,5950.7%ConstructionGOOGLAlphabet$8,431$181 ▼-2.1%54,5220.7%Computer and TechnologyJNJJohnson & Johnson$7,968$310 ▼-3.8%48,0450.6%MedicalJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$7,946$233 ▲3.0%182,2930.6%ETFCNSWFConstellation Software$7,909$85 ▼-1.1%2,4980.6%Computer and TechnologyABBVAbbVie$7,906$459 ▼-5.5%37,7320.6%MedicalPEPPepsiCo$7,656$202 ▼-2.6%51,0590.6%Consumer StaplesCWCurtiss-Wright$7,649$3,204 ▲72.1%24,1090.6%AerospaceSPABSPDR Portfolio Aggregate Bond ETF$7,453$394 ▲5.6%291,8040.6%ETFMNSTMonster Beverage$7,133$202 ▼-2.8%121,8880.6%Consumer StaplesLMTLockheed Martin$7,110$113 ▲1.6%15,9160.5%AerospaceEVREvercore$6,986$710 ▲11.3%34,9770.5%FinancePANWPalo Alto Networks$6,656$623 ▼-8.6%39,0070.5%Computer and TechnologyADSKAutodesk$6,504$7 ▲0.1%24,8420.5%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$6,211$199 ▼-3.1%122,1420.5%ETFIAGGiShares Core International Aggregate Bond ETF$6,148$334 ▲5.8%122,9890.5%ETFTJXTJX Companies$6,147$322 ▼-5.0%50,4710.5%Retail/WholesaleWMTWalmart$6,018$443 ▲8.0%68,5470.5%Retail/WholesaleMCDMcDonald's$5,869$51 ▲0.9%18,7880.5%Retail/WholesaleLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$5,599$1,278 ▲29.6%45,1970.4%Consumer DiscretionaryAMTAmerican Tower$4,925$426 ▼-8.0%22,6340.4%FinanceEMLPFirst Trust North American Energy Infrastructure Fund$4,753$91 ▼-1.9%126,7930.4%ETFXLUUtilities Select Sector SPDR Fund$4,648$456 ▲10.9%58,9430.4%ETFSCHHSchwab U.S. REIT ETF$4,437$148 ▲3.5%206,2710.3%ETFPFFDGlobal X U.S. Preferred ETF$4,330$177 ▲4.3%227,4290.3%ETFCMECME Group$4,316$147 ▼-3.3%16,2700.3%FinanceHSYHershey$3,952$176 ▲4.7%23,1090.3%Consumer StaplesXOMExxon Mobil$3,910$127 ▲3.4%32,8780.3%EnergyLLYEli Lilly and Company$3,871$134 ▼-3.3%4,6870.3%MedicalIWMiShares Russell 2000 ETF$3,867$96 ▼-2.4%19,3850.3%FinanceCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$3,673$143 ▲4.1%169,2450.3%FinanceWSOWatsco$3,457$45 ▲1.3%6,8020.3%ConstructionAMPLIFY CYBERSECURITY ETF$3,441$32 ▼-0.9%47,9200.3%CSCRH PLC$3,415$158 ▲4.8%38,8180.3%CSCTASCintas$3,289$563 ▲20.7%16,0020.3%Business ServicesBRBroadridge Financial Solutions$3,234$122 ▲3.9%13,3380.2%Business ServicesMDTMedtronic$3,136$143 ▲4.8%34,8940.2%MedicalGSThe Goldman Sachs Group$3,028$196 ▼-6.1%5,5430.2%FinanceBKLNInvesco Senior Loan ETF$3,017$126 ▲4.4%145,7410.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$2,927$109 ▲3.9%124,9880.2%ETFDFSDiscover Financial Services$2,913$9 ▼-0.3%17,0640.2%FinanceROLRollins$2,866$199 ▲7.5%53,0480.2%ConstructionIVViShares Core S&P 500 ETF$2,788$16 ▲0.6%4,9620.2%ETFEFAiShares MSCI EAFE ETF$2,611$20 ▼-0.7%31,9510.2%FinanceXLKTechnology Select Sector SPDR Fund$2,519$157 ▼-5.9%12,2010.2%ETFADPAutomatic Data Processing$2,487$498 ▲25.0%8,1390.2%Business ServicesSYYSysco$2,327$500 ▲27.4%31,0080.2%Consumer StaplesTE CONNECTIVITY PLC$2,274$46 ▲2.1%16,0910.2%CSShowing 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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