Filed: 4/22/2025ACC: 0000950123-25-003620
📋 What this filing means
APPLETON PARTNERS INC/MA filed this quarterly 13F‑HR report disclosing 243 equity positions with a total reported market value of $1.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
243
Positions
$1.29M
Total AUM (reported)
13.78M
Total Shares
Allocation by class
CS$961.3K74.3%
ETF$332.7K25.7%
Portfolio Concentration
Top 3$172.5K13.3%
4–10$217.2K16.8%
11–25$262.4K20.3%
Rest$642.0K49.6%
Top 3 weight
13.3%
Top 10 weight
30.1%
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)
Sole243
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings243
Rows:
APPLE INC
SOLEShares354.38K
TypeSH
Market value$78.7K
6.08%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA U.S.
SOLEShares434.38K
TypeSH
Market value$47.8K
3.70%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares122.32K
TypeSH
Market value$45.9K
3.55%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB US LARGE-CAP ETF
SOLEShares1.90M
TypeSH
Market value$41.9K
3.24%
Sole
0.00
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares185.41K
TypeSH
Market value$35.3K
2.73%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares139.23K
TypeSH
Market value$34.2K
2.64%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares86.97K
TypeSH
Market value$30.5K
2.36%
Sole
0.00
Shared
0.00
None
0.00
ENERGY SELECT SECTOR SPDR FUND
SOLEShares273.02K
TypeSH
Market value$25.5K
1.97%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares151.95K
TypeSH
Market value$25.4K
1.97%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ET
SOLEShares482.23K
TypeSH
Market value$24.4K
1.89%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.26K
TypeSH
Market value$24.1K
1.86%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC/THE
SOLEShares64.09K
TypeSH
Market value$23.5K
1.82%
Sole
0.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares36.92K
TypeSH
Market value$19.3K
1.49%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares31.91K
TypeSH
Market value$18.4K
1.42%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares154.74K
TypeSH
Market value$18.1K
1.40%
Sole
0.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares35.88K
TypeSH
Market value$17.9K
1.38%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ET
SOLEShares855.36K
TypeSH
Market value$16.9K
1.31%
Sole
0.00
Shared
0.00
None
0.00
ARTHUR J GALLAGHER & CO
SOLEShares48.47K
TypeSH
Market value$16.7K
1.29%
Sole
0.00
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares96.28K
TypeSH
Market value$16.6K
1.28%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares17.62K
TypeSH
Market value$16.4K
1.27%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA INTER
SOLEShares434.06K
TypeSH
Market value$15.5K
1.20%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares49.17K
TypeSH
Market value$15.0K
1.16%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN EQUITY PREMIUM INCOME
SOLEShares260.03K
TypeSH
Market value$14.9K
1.15%
Sole
0.00
Shared
0.00
None
0.00
INTUIT INC
SOLEShares23.90K
TypeSH
Market value$14.7K
1.13%
Sole
0.00
Shared
0.00
None
0.00
SPDR BLOOMBERG INVESTMENT GRAD
SOLEShares469.60K
TypeSH
Market value$14.5K
1.12%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | CS | 354.38K | SH | $78.7K 6.08% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA U.S.SOLE | ETF | 434.38K | SH | $47.8K 3.70% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | CS | 122.32K | SH | $45.9K 3.55% | 0.00 | 0.00 | 0.00 |
SCHWAB US LARGE-CAP ETFSOLE | ETF | 1.90M | SH | $41.9K 3.24% | 0.00 | 0.00 | 0.00 |
AMAZON.COM INCSOLE | CS | 185.41K | SH | $35.3K 2.73% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | CS | 139.23K | SH | $34.2K 2.64% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | CS | 86.97K | SH | $30.5K 2.36% | 0.00 | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | CS | 273.02K | SH | $25.5K 1.97% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | CS | 151.95K | SH | $25.4K 1.97% | 0.00 | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETSOLE | ETF | 482.23K | SH | $24.4K 1.89% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CS | 154.26K | SH | $24.1K 1.86% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC/THESOLE | CS | 64.09K | SH | $23.5K 1.82% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | CS | 36.92K | SH | $19.3K 1.49% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CS | 31.91K | SH | $18.4K 1.42% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEYSOLE | CS | 154.74K | SH | $18.1K 1.40% | 0.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | CS | 35.88K | SH | $17.9K 1.38% | 0.00 | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETSOLE | ETF | 855.36K | SH | $16.9K 1.31% | 0.00 | 0.00 | 0.00 |
ARTHUR J GALLAGHER & COSOLE | CS | 48.47K | SH | $16.7K 1.29% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 96.28K | SH | $16.6K 1.28% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | CS | 17.62K | SH | $16.4K 1.27% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA INTERSOLE | ETF | 434.06K | SH | $15.5K 1.20% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCSOLE | CS | 49.17K | SH | $15.0K 1.16% | 0.00 | 0.00 | 0.00 |
JPMORGAN EQUITY PREMIUM INCOMESOLE | ETF | 260.03K | SH | $14.9K 1.15% | 0.00 | 0.00 | 0.00 |
INTUIT INCSOLE | CS | 23.90K | SH | $14.7K 1.13% | 0.00 | 0.00 | 0.00 |
SPDR BLOOMBERG INVESTMENT GRADSOLE | ETF | 469.60K | SH | $14.5K 1.12% | 0.00 | 0.00 | 0.00 |
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