AP

Appleton Partners Inc/MA

13F
Appleton Partners Inc/MA
Last update 2024-07-02 259 Stocks (3 new)
Value $1.30 Bil Turnover 2 %
Countries:
Top Holdings: AAPL(6.34%)MSFT(4.15%)GSLC(3.73%)SCHX(3.22%)AMZN(2.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
Appleton Partners Inc/MA Top Holdings of 2024-06-30 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
391,069
82370.000
-2.53%
6.340
-0.13%
0.000
+9.00%
+19.03%
3471028.454
Hardware
MSFT 		Microsoft Corp
120,550
53880.000
-0.78%
4.150
-0.03%
0.000
-2.16%
+16.38%
3235378.615
Software
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
453,032
48450.000
-0.29%
3.730
-0.01%
-
+4.28%
+19.46%
12837.777
 
SCHX 		Schwab U.S. Large-Cap ETF
651,654
41870.000
-1.79%
3.220
-0.06%
-
+4.37%
+19.50%
43371.902
 
AMZN 		Amazon.com Inc
196,004
37880.000
-0.20%
2.920
-0.01%
0.000
+2.96%
+26.10%
2010950.617
Retail - Cyclical
JPM 		JPMorgan Chase & Co
153,193
30990.000
-4.92%
2.390
-0.12%
0.010
+6.85%
+26.29%
600585.820
Banks
JPST 		JPMorgan Ultra-Short Income ETF
601,940
30380.000
-6.94%
2.340
-0.18%
-
+0.56%
+0.92%
25636.468
 
GOOG 		Alphabet Inc
162,685
29840.000
-2.12%
2.300
-0.04%
0.000
-7.23%
+17.11%
2019257.453
Interactive Media
AVGO 		Broadcom Inc
179,220
28780.000
-5.74%
2.220
-0.11%
0.000
-0.71%
+54.95%
799228.975
Semiconductors
V 		Visa Inc
96,854
25420.000
-1.27%
1.960
-0.03%
0.000
+3.03%
+9.95%
554127.897
Credit Services

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
META 		Meta Platforms Inc2024-06-30Add
+0.63%
●
430.17 ($486.09) 527.34
$561.35
15.48%
Add 234.04%
23,196
16,252
SBUX 		Starbucks Corp2024-06-30Reduce
-0.46%
●
72.5 ($81.44) 91.53
$96.05
17.94%
Reduce -92.09%
5,569
-64,861
DHI 		D.R. Horton Inc2024-06-30Reduce
-0.45%
●
139.4 ($146.91) 161.88
$191.89
30.62%
Reduce -95.51%
1,655
-35,245
NVDA 		NVIDIA Corp2024-06-30Add
+0.33%
●
76.2 ($101.1) 135.58
$116.00
14.74%
Add 73.14%
81,012
34,222
JPST 		JPMorgan Ultra-Short Income ETF2024-06-30Reduce
-0.18%
●
50.22 ($50.36) 50.48
$50.69
0.66%
Reduce -6.94%
601,940
-44,896
DIS 		The Walt Disney Co2024-06-30Add
+0.17%
●
99.29 ($107.65) 122.82
$93.75
-12.91%
Add 25%
112,138
22,427
AAPL 		Apple Inc2024-06-30Reduce
-0.13%
●
165 ($186.49) 216.67
$228.20
22.37%
Reduce -2.53%
391,069
-10,131
PAYX 		Paychex Inc2024-06-30Sold Out
-0.13%
●
117.39 ($122.19) 126.98
$133.23
9.04%
Sold Out
0
-13,589
JPM 		JPMorgan Chase & Co2024-06-30Reduce
-0.12%
●
180.08 ($195.5) 204.79
$211.09
7.97%
Reduce -4.92%
153,193
-7,928
AVGO 		Broadcom Inc2024-06-30Reduce
-0.11%
●
120.47 ($140.14) 182.89
$171.10
22.09%
Reduce -5.74%
179,220
-1,091

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 2024-06-30

Appleton Partners Inc/MA's Yearly Returns

Year Portfolio % % Excess Gain %

Appleton Partners Inc/MA's Holdings Heat Map

Size field:

Appleton Partners Inc/MA's Holdings Bubble Chart

Appleton Partners Inc/MA News

  • 1

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