Appleton Partners Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 2, 2024), Appleton Partners Inc. reported 259 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 4.2%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q1 2024, it opened 3 new positions, sold out of 17, added to 63 and reduced 165. The biggest buy was Meta Platforms Class A (META, shares +234%) and the biggest sale Starbucks (SBUX, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.3B (Q2 2024)
- SEC Filing
- 0000950123-24-006356 ↗ filed Jul 2, 2024
Holdings Value
Holdings 259 stocks · $1.3B
| AAPL Apple Inc. | 6.34% | 391,069 | $82.4M | Reduce -2.5% |
| MSFT Microsoft Corp. | 4.15% | 120,550 | $53.9M | Reduce -0.8% |
| GSLC Goldman Activebeta US LC ETF | 3.73% | 453,032 | $48.5M | Reduce -0.3% |
| SCHX Schwab US Large-Cap ETF | 3.23% | 651,654 | $41.9M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 2.92% | 196,004 | $37.9M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.39% | 153,193 | $31.0M | Reduce -4.9% |
| JPST JPMorgan Ultra-Short Income | 2.34% | 601,940 | $30.4M | Reduce -6.9% |
| GOOG Alphabet Inc. Class C | 2.30% | 162,685 | $29.8M | Reduce -2.1% |
| AVGO Broadcom Inc. | 2.22% | 17,922 | $28.8M | Reduce -5.7% |
| V Visa Inc. Class A | 1.96% | 96,854 | $25.4M | Reduce -1.3% |
| HD Home Depot Inc. | 1.78% | 67,164 | $23.1M | Reduce -1.6% |
| XLE SS Energy Select Sector | 1.67% | 238,362 | $21.7M | Reduce -2.9% |
| TMO Thermo Fisher Scientific Inc. | 1.58% | 37,165 | $20.6M | Reduce -1.5% |
| MU Micron Technology Inc. | 1.52% | 150,314 | $19.8M | Add +1.6% |
| UNH Unitedhealth Group Inc. | 1.52% | 38,672 | $19.7M | Reduce -0.6% |
| INTU Intuit Inc. | 1.35% | 26,614 | $17.5M | Add +6.3% |
| SCHF Schwab Intl Equity ETF | 1.27% | 428,412 | $16.5M | Reduce -0.7% |
| ZTS Zoetis Inc. | 1.19% | 88,948 | $15.4M | Add +0.4% |
| MS Morgan Stanley | 1.18% | 157,336 | $15.3M | Reduce -3.0% |
| GSIE Goldman Sachs Activebeta Int | 1.14% | 440,787 | $14.8M | Add +0.6% |
| ICE Intercontinental Exchange Inc. | 1.14% | 108,074 | $14.8M | Reduce -5.5% |
| IEMG iShares Core MSCI Emerging | 1.05% | 255,355 | $13.7M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.05% | 25,082 | $13.7M | Add +2.6% |
| NFLX Netflix Inc. | 1.05% | 20,221 | $13.6M | Add +3.2% |
| JEPI JPMorgan Equity Premium Inco | 1.03% | 234,807 | $13.3M | Add +1.9% |
| CMG Chipotle Mexican Grill Inc. | 1.01% | 210,225 | $13.2M | Reduce -2.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.00% | 50,072 | $13.0M | Add +1.6% |
| MRK Merck & Co. Inc. | 1.00% | 104,864 | $13.0M | Add +0.7% |
| DHR Danaher Corp. | 0.98% | 50,757 | $12.7M | Reduce -0.3% |
| ROP Roper Technologies Inc. | 0.95% | 21,977 | $12.4M | Add +0.6% |
| BX Blackstone Inc. | 0.95% | 99,740 | $12.3M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.95% | 14,486 | $12.3M | Reduce -4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.92% | 301,091 | $12.0M | Reduce -1.1% |
| VRSK Verisk Analytics Inc. | 0.91% | 43,830 | $11.8M | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.90% | 23,196 | $11.7M | Add +234.0% |
| EQIX Equinix Inc. | 0.89% | 15,335 | $11.6M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.89% | 70,339 | $11.6M | Reduce -2.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.86% | 112,138 | $11.1M | Add +25.0% |
| GOOGL Alphabet Inc. Class A | 0.82% | 58,381 | $10.6M | Reduce -3.4% |
| SHW The Sherwin-Williams Co. | 0.78% | 34,044 | $10.2M | Add +1.4% |
| IBB iShares Biotechnology ETF | 0.78% | 73,667 | $10.1M | Add +1.0% |
| SCHA Schwab US Small-Cap ETF | 0.78% | 212,228 | $10.1M | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.77% | 81,012 | $10.0M | Add +73.1% |
| RSG Republic Services Inc. | 0.77% | 51,270 | $10.0M | Reduce -1.9% |
| BKNG Booking Holdings Inc. | 0.75% | 2,464 | $9.8M | Add +3.8% |
| NOC Northrop Grumman Corp. | 0.74% | 22,033 | $9.6M | Add +0.5% |
| SYK Stryker Corp. | 0.72% | 27,640 | $9.4M | Reduce -5.7% |
| PEP Pepsico Inc. | 0.71% | 55,998 | $9.2M | Reduce -4.4% |
| STZ Constellation Brands Inc. Class A | 0.69% | 34,566 | $8.9M | Add +4.1% |
| PANW Palo Alto Networks Inc. | 0.68% | 26,086 | $8.8M | Reduce -7.0% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.65% | 88,145 | $8.4M | Add +0.5% |
| JNJ Johnson & Johnson | 0.63% | 56,359 | $8.2M | Reduce -1.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 161,743 | $8.2M | Reduce -11.1% |
| VMC Vulcan Materials Co. | 0.62% | 32,538 | $8.1M | Add +2.5% |
| WCN Waste Connections Inc. | 0.59% | 43,997 | $7.7M | Add +2.3% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.59% | 176,859 | $7.7M | Add +2.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.59% | 233,547 | $7.6M | Add +2.4% |
| LMT Lockheed Martin Corp. | 0.58% | 16,210 | $7.6M | Reduce -1.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.58% | 133,797 | $7.5M | Add +5.5% |
| CNSWF Constellation Software Inc. | 0.57% | 2,561 | $7.3M | Add +9.6% |
| CP Canadian Pacific Kansas City | 0.55% | 91,168 | $7.2M | Add +4.5% |
| ABBV Abbvie Inc. | 0.55% | 41,793 | $7.2M | Reduce -1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.53% | 62,664 | $6.9M | Reduce -2.3% |
| IQV Iqvia Holdings Inc. | 0.51% | 31,603 | $6.7M | Add +6.2% |
| MNST Monster Beverage Corp. | 0.49% | 127,092 | $6.3M | Add +5.8% |
| AMGN Amgen Inc. | 0.48% | 20,096 | $6.3M | Reduce -1.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.48% | 248,351 | $6.2M | Add +4.0% |
| ADSK Autodesk Inc. | 0.47% | 24,679 | $6.1M | Add +0.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.47% | 197,417 | $6.1M | Add +0.1% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.46% | 38,689 | $5.9M | Add +10.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 14,321 | $5.8M | Reduce -2.0% |
| IAGG iShares Intl Aggregate Bond | 0.43% | 112,077 | $5.6M | Reduce -0.6% |
| HERO Global X Video Games& Esport | 0.41% | 250,192 | $5.4M | Add +2.8% |
| HSY The Hershey Co. | 0.40% | 28,462 | $5.2M | Add +1.6% |
| AMT American Tower Corp. | 0.38% | 25,522 | $5.0M | Reduce -2.9% |
| WMT Walmart Inc. | 0.35% | 67,574 | $4.6M | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 0.35% | 22,538 | $4.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.35% | 39,476 | $4.5M | Reduce -8.3% |
| MCD McDonald's Corp. | 0.35% | 17,638 | $4.5M | Reduce -8.6% |
| LLY Eli Lilly & Co. | 0.34% | 4,946 | $4.5M | Reduce -2.5% |
| EMLP First Trust North American E | 0.32% | 137,600 | $4.2M | Reduce -0.6% |
| PFFD Global X US Preferred ETF | 0.31% | 205,069 | $4.0M | Add +1.1% |
| WSO Watsco Inc. | 0.31% | 8,700 | $4.0M | Reduce -9.2% |
| SCHH Schwab US REIT ETF | 0.31% | 201,144 | $4.0M | Add +0.9% |
| ACN Accenture PLC Class A | 0.30% | 12,997 | $3.9M | Reduce -1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 53,892 | $3.7M | Add +0.3% |
| COMB Graniteshares Bcom Broad STR | 0.25% | 160,088 | $3.3M | Add +0.8% |
| HACK Amplify Cybersecurity ETF | 0.25% | 49,999 | $3.2M | Reduce -0.4% |
| CME Cme Group Inc. | 0.25% | 16,214 | $3.2M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,291 | $2.9M | No change |
| MDT Medtronic PLC | 0.22% | 35,867 | $2.8M | Reduce -3.9% |
| BKLN Invesco Senior Loan ETF | 0.22% | 134,075 | $2.8M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.22% | 6,198 | $2.8M | Reduce -3.1% |
| WELL Welltower Inc. | 0.21% | 26,204 | $2.7M | Reduce -0.4% |
| BR Broadridge Financial Solutio | 0.21% | 13,665 | $2.7M | Add +2.5% |
| SPHY SS SPDR P High Yield ETF | 0.20% | 114,201 | $2.7M | Add +4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 10,921 | $2.6M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.20% | 53,101 | $2.6M | Add +3.4% |
| DFS Discover Financial Services | 0.20% | 19,909 | $2.6M | No change |
| EFA iShares MSCI Eafe ETF | 0.20% | 33,109 | $2.6M | Reduce -1.6% |
Portfolio Sells Q1 2024 → Q2 2024
| SBUX Starbucks Corp. | Reduce -92.1% | 0.03% | −0.47 |
| DHI D.R. Horton Inc. | Reduce -95.5% | 0.02% | −0.45 |
| HD Home Depot Inc. | Reduce -1.6% | 1.78% | −0.25 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.9% | 2.34% | −0.19 |
| V Visa Inc. Class A | Reduce -1.3% | 1.96% | −0.17 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.13 |
| XLE SS Energy Select Sector | Reduce -2.9% | 1.67% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.5% | 1.58% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -4.9% | 2.39% | −0.12 |
| SYK Stryker Corp. | Reduce -5.7% | 0.72% | −0.09 |
| ADBE Adobe Inc. | Reduce -38.7% | 0.18% | −0.09 |
| JMST JPM Ultra-Short Muni Income | Reduce -11.1% | 0.63% | −0.08 |
| PEP Pepsico Inc. | Reduce -4.4% | 0.71% | −0.08 |
| ICE Intercontinental Exchange Inc. | Reduce -5.5% | 1.14% | −0.08 |
| MCD McDonald's Corp. | Reduce -8.6% | 0.35% | −0.08 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.63% | −0.07 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.1% | 0.78% | −0.05 |
| ACN Accenture PLC Class A | Reduce -1.1% | 0.30% | −0.05 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.55% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -0.7% | 1.27% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -8.3% | 0.35% | −0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -45.2% | 0.04% | −0.04 |
| MDT Medtronic PLC | Reduce -3.9% | 0.22% | −0.04 |
| INTC Intel Corp. | Reduce -13.7% | 0.05% | −0.03 |
| ABT Abbott Laboratories | Reduce -13.7% | 0.12% | −0.03 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Sold out | 0.00% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -59.8% | 0.02% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.45% | −0.03 |
| CME Cme Group Inc. | Reduce -0.2% | 0.25% | −0.03 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -8.5% | 0.15% | −0.03 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -39.9% | 0.04% | −0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Reduce -1.3% | 0.14% | −0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -44.0% | 0.03% | −0.02 |
| AMT American Tower Corp. | Reduce -2.9% | 0.38% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -22.2% | 0.08% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| X United States Steel Corp. | Sold out | 0.00% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 0.35% | −0.02 |
| PM Philip Morris International | Reduce -57.0% | 0.02% | −0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.02 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.02 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.02 |
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.02 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -7.3% | 0.07% | −0.02 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Add +234.0% | 0.90% | +0.64 |
| NVDA Nvidia Corp. | Add +73.1% | 0.77% | +0.44 |
| MU Micron Technology Inc. | Add +1.6% | 1.52% | +0.17 |
| VRSK Verisk Analytics Inc. | Add +2.6% | 0.91% | +0.13 |
| NFLX Netflix Inc. | Add +3.2% | 1.05% | +0.13 |
| INTU Intuit Inc. | Add +6.3% | 1.35% | +0.08 |
| BKNG Booking Holdings Inc. | Add +3.8% | 0.75% | +0.08 |
| ROL Rollins Inc. | New | 0.07% | +0.07 |
| CNSWF Constellation Software Inc. | Add +9.6% | 0.57% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 1.05% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +2.3% | 1.05% | +0.05 |
| AJG Arthur J Gallagher & Co. | Add +1.6% | 1.00% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +5.5% | 0.58% | +0.03 |
| ZTS Zoetis Inc. | Add +0.4% | 1.19% | +0.02 |
| CTAS Cintas Corp. | Add +25.3% | 0.11% | +0.02 |
| HERO Global X Video Games& Esport | Add +2.8% | 0.41% | +0.02 |
| WCN Waste Connections Inc. | Add +2.3% | 0.59% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.02% | +0.02 |
| SHEL Shell PLC-ADR | New | 0.02% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.0% | 0.48% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.3% | 0.28% | +0.01 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Add +9.7% | 0.14% | +0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Add +2.4% | 0.59% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 0.10% | +0.01 |
| COMB Graniteshares Bcom Broad STR | Add +0.8% | 0.25% | +0.01 |
| SPHY SS SPDR P High Yield ETF | Add +4.7% | 0.20% | +0.01 |
| DIS The Walt Disney Co. | Add +25.0% | 0.86% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +22.2% | 0.02% | +0.00 |
| ROP Roper Technologies Inc. | Add +0.6% | 0.95% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +4.9% | 0.03% | +0.00 |
| IBB iShares Biotechnology ETF | Add +1.0% | 0.78% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +3.4% | 0.20% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.3% | 0.02% | +0.00 |
| CHD Church & Dwight Co. Inc. | Add +5.2% | 0.03% | +0.00 |
| INVH Invitation Homes Inc. | Add +0.9% | 0.11% | +0.00 |
| VZ Verizon Communications Inc. | Add +6.8% | 0.02% | +0.00 |
| XLB SS Materials Select Sector | Add +8.7% | 0.02% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +2.1% | 0.02% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.7% | 0.04% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +0.7% | 0.04% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.03% | −0.00 |
| XLF SS Financial Select Sector | Add +0.6% | 0.07% | −0.00 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +0.1% | 0.47% | −0.00 |
| BR Broadridge Financial Solutio | Add +2.5% | 0.21% | −0.00 |
| CSX CSX Corp. | Add +1.8% | 0.05% | −0.00 |
| SCHH Schwab US REIT ETF | Add +0.9% | 0.31% | −0.00 |
| GE General Electric | Add +0.2% | 0.05% | −0.00 |
| PFFD Global X US Preferred ETF | Add +1.1% | 0.31% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +1.9% | 1.03% | −0.01 |
| CRH CRH PLC | Add +7.1% | 0.14% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $1.6B | AAPL, MU, GSLC, SCHX, GOOG |
| Q1 2026 | 262 | $1.4B | AAPL, GSLC, SCHX, MSFT, GOOG |
| Q4 2025 | 263 | $1.5B | AAPL, MSFT, GSLC, SCHX, GOOG |
| Q3 2025 | 256 | $1.5B | AAPL, MSFT, GSLC, SCHX, AVGO |
| Q2 2025 | 251 | $1.4B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q1 2025 | 243 | $1.3B | AAPL, GSLC, MSFT, SCHX, AMZN |
| Q4 2024 | 253 | $1.4B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q3 2024 | 255 | $1.4B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q2 2024 | 259 | $1.3B | AAPL, MSFT, GSLC, SCHX, AMZN |
| Q1 2024 | 273 | $1.3B | AAPL, MSFT, GSLC, SCHX, AMZN |