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Appleton Partners Inc/Ma

Portfolio Manager
Appleton Partners Inc/Ma
Performance
-3.83% (2026 Q1)
AUM (13F)
$1.43B
# of Holdings
262
Performance Rank
Allocation (Top 20)
46.81%

Appleton Partners Inc/Ma Holdings Map

Top 50 Appleton Partners Inc/Ma Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC COM
5.96%336.6K$85.4M
-1.49%(-5.09K)
2025-Q1: 354.4K shares2025-Q2: 349.4K shares2025-Q3: 348.1K shares2025-Q4: 341.7K shares2026-Q1: 336.6K shares
$53.55(+458.13%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR ACTIVEBET
3.67%420.4K$52.6M
-0.63%(-2.68K)
2025-Q1: 434.4K shares2025-Q2: 429.3K shares2025-Q3: 429.5K shares2025-Q4: 423.1K shares2026-Q1: 420.4K shares
$49.55(+183.66%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR US LRG CAP
3.3%1.85M$47.4M
+0.03%(+494)
2025-Q1: 1.90M shares2025-Q2: 1.86M shares2025-Q3: 1.86M shares2025-Q4: 1.85M shares2026-Q1: 1.85M shares
$12.20(+139.10%)
2026-03-31
MSFT
MICROSOFT CORP COM
3.08%119.4K$44.2M
+1.65%(+1.94K)
2025-Q1: 122.3K shares2025-Q2: 118.3K shares2025-Q3: 117.3K shares2025-Q4: 117.5K shares2026-Q1: 119.4K shares
$0.00
2026-03-31
GOOG
ALPHABET INC CAP STK CL C
2.74%137.1K$39.3M
-0.85%(-1.18K)
2025-Q1: 154.3K shares2025-Q2: 154.7K shares2025-Q3: 143.5K shares2025-Q4: 138.3K shares2026-Q1: 137.1K shares
$52.83(+655.38%)
2026-03-31
AMZN
AMAZON COM INC COM
2.61%179.5K$37.4M
-0.22%(-398)
2025-Q1: 185.4K shares2025-Q2: 180.8K shares2025-Q3: 180.8K shares2025-Q4: 179.9K shares2026-Q1: 179.5K shares
$64.22(+320.65%)
2026-03-31
JPM
JPMORGAN CHASE & CO COM
2.6%126.6K$37.2M
-0.41%(-522)
2025-Q1: 139.2K shares2025-Q2: 129.1K shares2025-Q3: 128.4K shares2025-Q4: 127.1K shares2026-Q1: 126.6K shares
$0.00
2026-03-31
AVGO
BROADCOM INC COM
2.56%118.7K$36.7M
-0.76%(-910)
2025-Q1: 152.0K shares2025-Q2: 135.4K shares2025-Q3: 124.6K shares2025-Q4: 119.6K shares2026-Q1: 118.7K shares
$30.17(+1281.59%)
2026-03-31
GEV
GE VERNOVA INC COM
2.55%41.9K$36.6M
-3.11%(-1.35K)
2025-Q1: 49.2K shares2025-Q2: 48.0K shares2025-Q3: 44.0K shares2025-Q4: 43.3K shares2026-Q1: 41.9K shares
$213.24(+398.29%)
2026-03-31
MU
MICRON TECHNOLOGY INC COM
2.42%102.8K$34.7M
-12.64%(-14.88K)
2025-Q1: 154.9K shares2025-Q2: 138.0K shares2025-Q3: 130.8K shares2025-Q4: 117.7K shares2026-Q1: 102.8K shares
$83.41(+935.90%)
2026-03-31

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