Filed: 1/28/2025ACC: 0000950123-25-000642
📋 What this filing means
APPLETON PARTNERS INC/MA filed this quarterly 13F‑HR report disclosing 253 equity positions with a total reported market value of $1.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
253
Positions
$1.35M
Total AUM (reported)
14.07M
Total Shares
Allocation by class
CS$1.02M75.2%
ETF$335.3K24.8%
Portfolio Concentration
Top 3$191.6K14.2%
4–10$239.8K17.7%
11–25$259.5K19.2%
Rest$662.0K48.9%
Top 3 weight
14.2%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole253
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings253
Rows:
APPLE INC
SOLEShares362.78K
TypeSH
Market value$90.8K
6.71%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares119.61K
TypeSH
Market value$50.4K
3.73%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA U.S.
SOLEShares436.57K
TypeSH
Market value$50.3K
3.72%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB US LARGE-CAP ETF
SOLEShares1.92M
TypeSH
Market value$44.5K
3.29%
Sole
0.00
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares186.63K
TypeSH
Market value$40.9K
3.03%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares162.32K
TypeSH
Market value$37.6K
2.78%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares142.63K
TypeSH
Market value$34.2K
2.53%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.39K
TypeSH
Market value$29.4K
2.17%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares89.37K
TypeSH
Market value$28.2K
2.09%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ET
SOLEShares493.46K
TypeSH
Market value$24.9K
1.84%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC/THE
SOLEShares62.25K
TypeSH
Market value$24.2K
1.79%
Sole
0.00
Shared
0.00
None
0.00
ENERGY SELECT SECTOR SPDR FUND
SOLEShares256.41K
TypeSH
Market value$22.0K
1.62%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares153.04K
TypeSH
Market value$19.2K
1.42%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares36.15K
TypeSH
Market value$18.8K
1.39%
Sole
0.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares36.84K
TypeSH
Market value$18.6K
1.38%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares51.70K
TypeSH
Market value$17.0K
1.26%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares18.73K
TypeSH
Market value$16.7K
1.23%
Sole
0.00
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares95.77K
TypeSH
Market value$16.5K
1.22%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ET
SOLEShares860.94K
TypeSH
Market value$15.9K
1.18%
Sole
0.00
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares105.43K
TypeSH
Market value$15.7K
1.16%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares26.31K
TypeSH
Market value$15.4K
1.14%
Sole
0.00
Shared
0.00
None
0.00
INTUIT INC
SOLEShares24.28K
TypeSH
Market value$15.3K
1.13%
Sole
0.00
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares136.50K
TypeSH
Market value$15.1K
1.11%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA INTER
SOLEShares437.33K
TypeSH
Market value$14.6K
1.08%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN EQUITY PREMIUM INCOME
SOLEShares252.12K
TypeSH
Market value$14.5K
1.07%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | CS | 362.78K | SH | $90.8K 6.71% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | CS | 119.61K | SH | $50.4K 3.73% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA U.S.SOLE | ETF | 436.57K | SH | $50.3K 3.72% | 0.00 | 0.00 | 0.00 |
SCHWAB US LARGE-CAP ETFSOLE | ETF | 1.92M | SH | $44.5K 3.29% | 0.00 | 0.00 | 0.00 |
AMAZON.COM INCSOLE | CS | 186.63K | SH | $40.9K 3.03% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | CS | 162.32K | SH | $37.6K 2.78% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | CS | 142.63K | SH | $34.2K 2.53% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CS | 154.39K | SH | $29.4K 2.17% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | CS | 89.37K | SH | $28.2K 2.09% | 0.00 | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETSOLE | ETF | 493.46K | SH | $24.9K 1.84% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC/THESOLE | CS | 62.25K | SH | $24.2K 1.79% | 0.00 | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | CS | 256.41K | SH | $22.0K 1.62% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEYSOLE | CS | 153.04K | SH | $19.2K 1.42% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | CS | 36.15K | SH | $18.8K 1.39% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | CS | 36.84K | SH | $18.6K 1.38% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCSOLE | CS | 51.70K | SH | $17.0K 1.26% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | CS | 18.73K | SH | $16.7K 1.23% | 0.00 | 0.00 | 0.00 |
BLACKSTONE INCSOLE | CS | 95.77K | SH | $16.5K 1.22% | 0.00 | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETSOLE | ETF | 860.94K | SH | $15.9K 1.18% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 105.43K | SH | $15.7K 1.16% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CS | 26.31K | SH | $15.4K 1.14% | 0.00 | 0.00 | 0.00 |
INTUIT INCSOLE | CS | 24.28K | SH | $15.3K 1.13% | 0.00 | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | CS | 136.50K | SH | $15.1K 1.11% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA INTERSOLE | ETF | 437.33K | SH | $14.6K 1.08% | 0.00 | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOMESOLE | ETF | 252.12K | SH | $14.5K 1.07% | 0.00 | 0.00 | 0.00 |
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