Appleton Partners Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 1, 2024), Appleton Partners Inc. reported 255 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 3.8%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q2 2024, it opened 3 new positions, sold out of 7, added to 56 and reduced 160. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.4B (Q3 2024)
- SEC Filing
- 0000950123-24-009449 ↗ filed Oct 1, 2024
Holdings Value
Holdings 255 stocks · $1.4B
| AAPL Apple Inc. | 6.55% | 381,867 | $89.0M | Reduce -2.4% |
| MSFT Microsoft Corp. | 3.78% | 119,376 | $51.4M | Reduce -1.0% |
| GSLC Goldman Activebeta US LC ETF | 3.70% | 445,497 | $50.3M | Reduce -1.7% |
| SCHX Schwab US Large-Cap ETF | 3.22% | 644,254 | $43.7M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.67% | 194,847 | $36.3M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 2.32% | 149,436 | $31.5M | Reduce -2.5% |
| AVGO Broadcom Inc. | 2.19% | 172,660 | $29.8M | Reduce -3.7% |
| JPST JPMorgan Ultra-Short Income | 2.16% | 578,858 | $29.4M | Reduce -3.8% |
| GOOG Alphabet Inc. Class C | 1.97% | 160,328 | $26.8M | Reduce -1.4% |
| HD Home Depot Inc. | 1.96% | 65,852 | $26.7M | Reduce -1.9% |
| V Visa Inc. Class A | 1.92% | 95,157 | $26.2M | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 1.67% | 36,641 | $22.7M | Reduce -1.4% |
| XLE SS Energy Select Sector | 1.64% | 253,528 | $22.3M | Add +6.4% |
| UNH Unitedhealth Group Inc. | 1.62% | 37,646 | $22.0M | Reduce -2.6% |
| SCHF Schwab Intl Equity ETF | 1.29% | 426,619 | $17.5M | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 1.26% | 106,904 | $17.2M | Reduce -1.1% |
| ZTS Zoetis Inc. | 1.26% | 87,589 | $17.1M | Reduce -1.5% |
| MS Morgan Stanley | 1.21% | 157,732 | $16.4M | Add +0.3% |
| MU Micron Technology Inc. | 1.19% | 156,356 | $16.2M | Add +4.0% |
| GSIE Goldman Sachs Activebeta Int | 1.16% | 435,833 | $15.8M | Reduce -1.1% |
| BX Blackstone Inc. | 1.13% | 100,281 | $15.4M | Add +0.5% |
| INTU Intuit Inc. | 1.11% | 24,347 | $15.1M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 1.07% | 25,361 | $14.5M | Add +9.3% |
| DHR Danaher Corp. | 1.05% | 51,505 | $14.3M | Add +1.5% |
| JEPI JPMorgan Equity Premium Inco | 1.05% | 240,371 | $14.3M | Add +2.4% |
| IEMG iShares Core MSCI Emerging | 1.04% | 245,991 | $14.1M | Reduce -3.7% |
| NFLX Netflix Inc. | 1.02% | 19,639 | $13.9M | Reduce -2.9% |
| EQIX Equinix Inc. | 1.01% | 15,456 | $13.7M | Add +0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.00% | 48,524 | $13.7M | Reduce -3.1% |
| GEV GE Vernova Inc. | 1.00% | 53,537 | $13.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 23,211 | $13.3M | Reduce -7.5% |
| SHW The Sherwin-Williams Co. | 0.95% | 33,791 | $12.9M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.94% | 112,112 | $12.7M | Add +6.9% |
| CMG Chipotle Mexican Grill Inc. | 0.92% | 216,159 | $12.5M | Add +2.8% |
| COST Costco Wholesale Corp. | 0.91% | 13,973 | $12.4M | Reduce -3.5% |
| ROP Roper Technologies Inc. | 0.91% | 22,195 | $12.3M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.88% | 68,863 | $11.9M | Reduce -2.1% |
| VRSK Verisk Analytics Inc. | 0.87% | 43,920 | $11.8M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.86% | 295,176 | $11.7M | Reduce -2.0% |
| NOC Northrop Grumman Corp. | 0.84% | 21,691 | $11.5M | Reduce -1.6% |
| IBB iShares Biotechnology ETF | 0.81% | 75,699 | $11.0M | Add +2.8% |
| SCHA Schwab US Small-Cap ETF | 0.81% | 213,677 | $11.0M | Add +0.7% |
| BKNG Booking Holdings Inc. | 0.78% | 2,521 | $10.6M | Add +2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 109,056 | $10.5M | Reduce -2.8% |
| SYK Stryker Corp. | 0.74% | 27,822 | $10.1M | Add +0.7% |
| NVDA Nvidia Corp. | 0.74% | 82,429 | $10.0M | Add +1.8% |
| RSG Republic Services Inc. | 0.70% | 47,312 | $9.5M | Reduce -7.7% |
| GOOGL Alphabet Inc. Class A | 0.70% | 57,002 | $9.5M | Reduce -2.4% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.68% | 88,056 | $9.2M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.68% | 54,297 | $9.2M | Reduce -3.0% |
| LMT Lockheed Martin Corp. | 0.68% | 15,718 | $9.2M | Reduce -3.0% |
| STZ Constellation Brands Inc. Class A | 0.67% | 35,147 | $9.1M | Add +1.7% |
| JNJ Johnson & Johnson | 0.66% | 55,247 | $9.0M | Reduce -2.0% |
| CNSWF Constellation Software Inc. | 0.64% | 2,660 | $8.7M | Add +3.9% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 177,701 | $8.5M | Add +0.5% |
| WCN Waste Connections Inc. | 0.62% | 47,401 | $8.5M | Add +7.7% |
| PANW Palo Alto Networks Inc. | 0.61% | 24,458 | $8.4M | Reduce -6.2% |
| VMC Vulcan Materials Co. | 0.61% | 33,129 | $8.3M | Add +1.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.61% | 245,497 | $8.3M | Add +5.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.61% | 138,877 | $8.2M | Add +3.8% |
| ABBV Abbvie Inc. | 0.59% | 40,592 | $8.0M | Reduce -2.9% |
| CP Canadian Pacific Kansas City | 0.56% | 89,666 | $7.7M | Reduce -1.6% |
| IQV Iqvia Holdings Inc. | 0.56% | 32,191 | $7.6M | Add +1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.50% | 57,611 | $6.8M | Reduce -8.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.50% | 258,178 | $6.7M | Add +4.0% |
| ADSK Autodesk Inc. | 0.49% | 24,338 | $6.7M | Reduce -1.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.49% | 130,823 | $6.7M | Reduce -19.1% |
| MNST Monster Beverage Corp. | 0.49% | 127,197 | $6.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 14,262 | $6.6M | Reduce -0.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.47% | 207,854 | $6.4M | Add +5.3% |
| AMGN Amgen Inc. | 0.46% | 19,572 | $6.3M | Reduce -2.6% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.46% | 40,327 | $6.2M | Add +4.2% |
| HERO Global X Video Games& Esport | 0.44% | 245,811 | $6.0M | Reduce -1.8% |
| MCD McDonald's Corp. | 0.43% | 19,241 | $5.9M | Add +9.1% |
| IAGG iShares Intl Aggregate Bond | 0.43% | 112,723 | $5.8M | Add +0.6% |
| AMT American Tower Corp. | 0.42% | 24,720 | $5.7M | Reduce -3.1% |
| HSY The Hershey Co. | 0.41% | 28,815 | $5.5M | Add +1.2% |
| WMT Walmart Inc. | 0.38% | 64,010 | $5.2M | Reduce -5.3% |
| IWM iShares Russell 2000 ETF | 0.35% | 21,524 | $4.8M | Reduce -4.5% |
| SCHH Schwab US REIT ETF | 0.34% | 199,554 | $4.6M | Reduce -0.8% |
| EMLP First Trust North American E | 0.33% | 135,409 | $4.5M | Reduce -1.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.32% | 54,512 | $4.4M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.32% | 4,888 | $4.3M | Reduce -1.2% |
| PFFD Global X US Preferred ETF | 0.32% | 207,967 | $4.3M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.29% | 33,994 | $4.0M | Reduce -13.9% |
| CME Cme Group Inc. | 0.27% | 16,553 | $3.7M | Add +2.1% |
| CRH CRH PLC | 0.26% | 38,072 | $3.5M | Add +54.5% |
| COMB Graniteshares Bcom Broad STR | 0.25% | 162,828 | $3.3M | Add +1.7% |
| WSO Watsco Inc. | 0.24% | 6,769 | $3.3M | Reduce -22.2% |
| WELL Welltower Inc. | 0.24% | 26,004 | $3.3M | Reduce -0.8% |
| HACK Amplify Cybersecurity ETF | 0.24% | 48,285 | $3.3M | Reduce -3.4% |
| MDT Medtronic PLC | 0.23% | 34,202 | $3.1M | Reduce -4.6% |
| GS Goldman Sachs Group Inc. | 0.22% | 6,166 | $3.1M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 0.22% | 5,110 | $2.9M | Reduce -3.4% |
| BKLN Invesco Senior Loan ETF | 0.21% | 136,294 | $2.9M | Add +1.7% |
| BR Broadridge Financial Solutio | 0.21% | 13,201 | $2.8M | Reduce -3.4% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 116,598 | $2.8M | Add +2.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 10,539 | $2.8M | Reduce -3.5% |
| EFA iShares MSCI Eafe ETF | 0.19% | 31,014 | $2.6M | Reduce -6.3% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 48,161 | $2.5M | Reduce -9.3% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -1.0% | 3.78% | −0.37 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 1.97% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 2.67% | −0.25 |
| INTU Intuit Inc. | Reduce -8.5% | 1.11% | −0.23 |
| ACN Accenture PLC Class A | Reduce -75.0% | 0.08% | −0.22 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.8% | 2.16% | −0.18 |
| JMST JPM Ultra-Short Muni Income | Reduce -19.1% | 0.49% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 0.70% | −0.12 |
| DIS The Walt Disney Co. | Reduce -2.8% | 0.77% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.5% | 0.98% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 2.32% | −0.07 |
| RSG Republic Services Inc. | Reduce -7.7% | 0.70% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -6.2% | 0.61% | −0.07 |
| WSO Watsco Inc. | Reduce -22.2% | 0.24% | −0.07 |
| BAC Bank of America Corp. | Reduce -2.0% | 0.86% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -13.9% | 0.29% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 0.91% | −0.04 |
| TJX TJX Companies Inc. | Reduce -8.1% | 0.50% | −0.03 |
| V Visa Inc. Class A | Reduce -1.8% | 1.92% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.0% | 0.68% | −0.03 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.7% | 3.70% | −0.03 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -5.5% | 0.12% | −0.03 |
| ADBE Adobe Inc. | Reduce -4.9% | 0.15% | −0.03 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 0.32% | −0.03 |
| NFLX Netflix Inc. | Reduce -2.9% | 1.02% | −0.03 |
| AVGO Broadcom Inc. | Reduce -3.7% | 2.19% | −0.03 |
| ABNB Airbnb Inc. Class A | Reduce -11.4% | 0.06% | −0.02 |
| DFS Discover Financial Services | Reduce -14.0% | 0.18% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| CVX Chevron Corp. | Reduce -31.7% | 0.03% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -30.7% | 0.02% | −0.02 |
| AMGN Amgen Inc. | Reduce -2.6% | 0.46% | −0.02 |
| RBGPF Reckitt Benckiser Group PLC | Sold out | 0.00% | −0.02 |
| PM Philip Morris International | Sold out | 0.00% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.1% | 0.88% | −0.02 |
| VRSN Verisign Inc. | Reduce -17.5% | 0.09% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.02 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -9.3% | 0.19% | −0.01 |
| INTC Intel Corp. | Reduce -2.1% | 0.04% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.7% | 1.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -20.6% | 0.08% | −0.01 |
| ORCL Oracle Corp. | Reduce -29.1% | 0.06% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.5% | 0.09% | −0.01 |
| TEL Te Connectivity Ltd. | Reduce -1.0% | 0.17% | −0.01 |
| F Ford Motor Co. | Reduce -16.4% | 0.02% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 3.22% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.17% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| GEV GE Vernova Inc. | New | 1.00% | +1.00 |
| BX Blackstone Inc. | Add +0.5% | 1.13% | +0.18 |
| META Meta Platforms Inc. Class A | Add +9.3% | 1.07% | +0.17 |
| CRH CRH PLC | Add +54.5% | 0.26% | +0.12 |
| EQIX Equinix Inc. | Add +0.8% | 1.01% | +0.12 |
| MCD McDonald's Corp. | Add +9.1% | 0.43% | +0.08 |
| DHR Danaher Corp. | Add +1.5% | 1.05% | +0.08 |
| CNSWF Constellation Software Inc. | Add +3.9% | 0.64% | +0.07 |
| IQV Iqvia Holdings Inc. | Add +1.9% | 0.56% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.1% | 0.32% | +0.04 |
| JPSE JPM Diversified RT Small Cap | Add +0.5% | 0.63% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Add +0.7% | 0.81% | +0.03 |
| IBB iShares Biotechnology ETF | Add +2.8% | 0.81% | +0.03 |
| MS Morgan Stanley | Add +0.3% | 1.21% | +0.03 |
| BKNG Booking Holdings Inc. | Add +2.3% | 0.78% | +0.03 |
| WCN Waste Connections Inc. | Add +7.7% | 0.62% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +2.4% | 1.05% | +0.03 |
| CIBR First Trust Nasdaq Cybersecu | Add +3.8% | 0.61% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Add +5.1% | 0.61% | +0.02 |
| CME Cme Group Inc. | Add +2.1% | 0.27% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +4.0% | 0.50% | +0.02 |
| GLW Corning Inc. | Add +1.4% | 0.14% | +0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | New | 0.02% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.02% | +0.02 |
| SYK Stryker Corp. | Add +0.7% | 0.74% | +0.01 |
| MUB iShares National Muni Bond E | Add +71.7% | 0.03% | +0.01 |
| PFFD Global X US Preferred ETF | Add +1.4% | 0.32% | +0.01 |
| ROL Rollins Inc. | Add +9.9% | 0.08% | +0.01 |
| DOW Dow Inc. | Add +8.5% | 0.10% | +0.01 |
| RTX RTX Corp. | Add +0.5% | 0.04% | +0.01 |
| XLF SS Financial Select Sector | Add +1.4% | 0.08% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +6.0% | 0.05% | +0.00 |
| HSY The Hershey Co. | Add +1.2% | 0.41% | +0.00 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.04% | +0.00 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +5.3% | 0.47% | +0.00 |
| T AT&T Inc. | Add +0.2% | 0.02% | +0.00 |
| SPHY SS SPDR P High Yield ETF | Add +2.1% | 0.21% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +5.4% | 0.02% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +3.1% | 0.04% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.6% | 0.02% | +0.00 |
| JUST Goldman Sachs Just US LRG | Add +2.1% | 0.03% | +0.00 |
| MNST Monster Beverage Corp. | Add +0.1% | 0.49% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Add +0.6% | 0.43% | −0.00 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +4.2% | 0.46% | −0.00 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.09% | −0.00 |
| WM Waste Management Inc. | Add +1.2% | 0.04% | −0.00 |
| INVH Invitation Homes Inc. | Add +2.0% | 0.11% | −0.00 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Add +0.6% | 0.13% | −0.01 |
| COMB Graniteshares Bcom Broad STR | Add +1.7% | 0.25% | −0.01 |
| BKLN Invesco Senior Loan ETF | Add +1.7% | 0.21% | −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 |