Filed: 7/22/2025ACC: 0000950123-25-006529
📋 What this filing means
APPLETON PARTNERS INC/MA filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $1.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$1.41M
Total AUM (reported)
13.73M
Total Shares
Allocation by class
CS$1.06M75.2%
ETF$350.8K24.8%
Portfolio Concentration
Top 3$182.6K12.9%
4–10$242.8K17.2%
11–25$289.6K20.5%
Rest$698.1K49.4%
Top 3 weight
12.9%
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)
Sole251
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings251
Rows:
APPLE INC
SOLEShares349.36K
TypeSH
Market value$71.7K
5.07%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares118.31K
TypeSH
Market value$58.8K
4.16%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA U.S.
SOLEShares429.33K
TypeSH
Market value$52.1K
3.69%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB US LARGE-CAP ETF
SOLEShares1.86M
TypeSH
Market value$45.6K
3.22%
Sole
0.00
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares180.85K
TypeSH
Market value$39.7K
2.81%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares129.07K
TypeSH
Market value$37.4K
2.65%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares135.36K
TypeSH
Market value$37.3K
2.64%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares84.51K
TypeSH
Market value$30.0K
2.12%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares154.71K
TypeSH
Market value$27.4K
1.94%
Sole
0.00
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares47.97K
TypeSH
Market value$25.4K
1.80%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares32.61K
TypeSH
Market value$24.1K
1.70%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INC/THE
SOLEShares63.98K
TypeSH
Market value$23.5K
1.66%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN ULTRA-SHORT INCOME ET
SOLEShares460.53K
TypeSH
Market value$23.3K
1.65%
Sole
0.00
Shared
0.00
None
0.00
ENERGY SELECT SECTOR SPDR FUND
SOLEShares272.59K
TypeSH
Market value$23.1K
1.64%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares16.93K
TypeSH
Market value$22.7K
1.60%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares154.91K
TypeSH
Market value$21.8K
1.54%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ET
SOLEShares858.57K
TypeSH
Market value$19.0K
1.34%
Sole
0.00
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares96.88K
TypeSH
Market value$17.8K
1.26%
Sole
0.00
Shared
0.00
None
0.00
INTUIT INC
SOLEShares22.08K
TypeSH
Market value$17.4K
1.23%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ACTIVEBETA INTER
SOLEShares434.86K
TypeSH
Market value$17.2K
1.22%
Sole
0.00
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares138.01K
TypeSH
Market value$17.0K
1.20%
Sole
0.00
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MAR
SOLEShares263.71K
TypeSH
Market value$15.8K
1.12%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares32.45K
TypeSH
Market value$15.8K
1.12%
Sole
0.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares50.38K
TypeSH
Market value$15.7K
1.11%
Sole
0.00
Shared
0.00
None
0.00
ARTHUR J GALLAGHER & CO
SOLEShares48.29K
TypeSH
Market value$15.5K
1.09%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | CS | 349.36K | SH | $71.7K 5.07% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | CS | 118.31K | SH | $58.8K 4.16% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA U.S.SOLE | ETF | 429.33K | SH | $52.1K 3.69% | 0.00 | 0.00 | 0.00 |
SCHWAB US LARGE-CAP ETFSOLE | ETF | 1.86M | SH | $45.6K 3.22% | 0.00 | 0.00 | 0.00 |
AMAZON.COM INCSOLE | CS | 180.85K | SH | $39.7K 2.81% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | CS | 129.07K | SH | $37.4K 2.65% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | CS | 135.36K | SH | $37.3K 2.64% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | CS | 84.51K | SH | $30.0K 2.12% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CS | 154.71K | SH | $27.4K 1.94% | 0.00 | 0.00 | 0.00 |
GE VERNOVA INCSOLE | CS | 47.97K | SH | $25.4K 1.80% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CS | 32.61K | SH | $24.1K 1.70% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INC/THESOLE | CS | 63.98K | SH | $23.5K 1.66% | 0.00 | 0.00 | 0.00 |
JPMORGAN ULTRA-SHORT INCOME ETSOLE | ETF | 460.53K | SH | $23.3K 1.65% | 0.00 | 0.00 | 0.00 |
ENERGY SELECT SECTOR SPDR FUNDSOLE | CS | 272.59K | SH | $23.1K 1.64% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | CS | 16.93K | SH | $22.7K 1.60% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEYSOLE | CS | 154.91K | SH | $21.8K 1.54% | 0.00 | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETSOLE | ETF | 858.57K | SH | $19.0K 1.34% | 0.00 | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | CS | 96.88K | SH | $17.8K 1.26% | 0.00 | 0.00 | 0.00 |
INTUIT INCSOLE | CS | 22.08K | SH | $17.4K 1.23% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ACTIVEBETA INTERSOLE | ETF | 434.86K | SH | $17.2K 1.22% | 0.00 | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | CS | 138.01K | SH | $17.0K 1.20% | 0.00 | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARSOLE | ETF | 263.71K | SH | $15.8K 1.12% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CS | 32.45K | SH | $15.8K 1.12% | 0.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | CS | 50.38K | SH | $15.7K 1.11% | 0.00 | 0.00 | 0.00 |
ARTHUR J GALLAGHER & COSOLE | CS | 48.29K | SH | $15.5K 1.09% | 0.00 | 0.00 | 0.00 |
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