Appleton Partners Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Appleton Partners Inc. reported 253 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Goldman Activebeta US LC ETF (GSLC, 3.7%). Compared with Q3 2024, it opened 13 new positions, sold out of 15, added to 72 and reduced 144. The biggest buy was a new position in Marvell Technology (MRVL) and the biggest sale Constellation Brands Class A (STZ, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0000950123-25-000642 ↗ filed Jan 28, 2025
Holdings Value
Holdings 253 stocks · $1.4B
| AAPL Apple Inc. | 6.71% | 362,782 | $90.8M | Reduce -5.0% |
| MSFT Microsoft Corp. | 3.73% | 119,614 | $50.4M | Add +0.2% |
| GSLC Goldman Activebeta US LC ETF | 3.72% | 436,574 | $50.3M | Reduce -2.0% |
| SCHX Schwab US Large-Cap ETF | 3.29% | 1,921,306 | $44.5M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 3.03% | 186,634 | $40.9M | Reduce -4.2% |
| AVGO Broadcom Inc. | 2.78% | 162,323 | $37.6M | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 2.53% | 142,626 | $34.2M | Reduce -4.6% |
| GOOG Alphabet Inc. Class C | 2.17% | 154,394 | $29.4M | Reduce -3.7% |
| V Visa Inc. Class A | 2.09% | 89,371 | $28.2M | Reduce -6.1% |
| JPST JPMorgan Ultra-Short Income | 1.84% | 493,462 | $24.9M | Reduce -14.8% |
| HD Home Depot Inc. | 1.79% | 62,250 | $24.2M | Reduce -5.5% |
| XLE SS Energy Select Sector | 1.62% | 256,413 | $22.0M | Add +1.1% |
| MS Morgan Stanley | 1.42% | 153,040 | $19.2M | Reduce -3.0% |
| TMO Thermo Fisher Scientific Inc. | 1.39% | 36,148 | $18.8M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 1.38% | 36,843 | $18.6M | Reduce -2.1% |
| GEV GE Vernova Inc. | 1.26% | 51,703 | $17.0M | Reduce -3.4% |
| NFLX Netflix Inc. | 1.23% | 18,726 | $16.7M | Reduce -4.7% |
| BX Blackstone Inc. | 1.22% | 95,772 | $16.5M | Reduce -4.5% |
| SCHF Schwab Intl Equity ETF | 1.18% | 860,942 | $15.9M | Add +0.9% |
| ICE Intercontinental Exchange Inc. | 1.16% | 105,429 | $15.7M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 1.14% | 26,312 | $15.4M | Add +3.8% |
| INTU Intuit Inc. | 1.13% | 24,280 | $15.3M | Reduce -0.3% |
| MRVL Marvell Technology Inc. | 1.11% | 136,497 | $15.1M | New |
| GSIE Goldman Sachs Activebeta Int | 1.08% | 437,334 | $14.6M | Add +0.3% |
| JEPI JPMorgan Equity Premium Inco | 1.07% | 252,120 | $14.5M | Add +4.9% |
| EQIX Equinix Inc. | 1.05% | 15,099 | $14.2M | Reduce -2.3% |
| ZTS Zoetis Inc. | 1.02% | 84,757 | $13.8M | Reduce -3.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.01% | 48,344 | $13.7M | Reduce -0.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.99% | 435,558 | $13.4M | Add +109.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 22,598 | $13.2M | Reduce -2.6% |
| IEMG iShares Core MSCI Emerging | 0.97% | 251,455 | $13.1M | Add +2.2% |
| MU Micron Technology Inc. | 0.95% | 153,513 | $12.9M | Reduce -1.8% |
| CMG Chipotle Mexican Grill Inc. | 0.92% | 207,096 | $12.5M | Reduce -4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.91% | 278,744 | $12.3M | Reduce -5.6% |
| VRSK Verisk Analytics Inc. | 0.90% | 44,181 | $12.2M | Add +0.6% |
| DHR Danaher Corp. | 0.87% | 51,364 | $11.8M | Reduce -0.3% |
| ROP Roper Technologies Inc. | 0.87% | 22,677 | $11.8M | Add +2.2% |
| SHW The Sherwin-Williams Co. | 0.87% | 34,496 | $11.7M | Add +2.1% |
| NVDA Nvidia Corp. | 0.86% | 86,794 | $11.7M | Add +5.3% |
| BKNG Booking Holdings Inc. | 0.86% | 2,334 | $11.6M | Reduce -7.4% |
| SCHA Schwab US Small-Cap ETF | 0.83% | 432,409 | $11.2M | Add +1.2% |
| PG The Procter & Gamble Co. | 0.81% | 65,346 | $11.0M | Reduce -5.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 97,923 | $10.9M | Reduce -10.2% |
| COST Costco Wholesale Corp. | 0.80% | 11,763 | $10.8M | Reduce -15.8% |
| MRK Merck & Co. Inc. | 0.79% | 106,825 | $10.6M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 0.78% | 55,694 | $10.5M | Reduce -2.3% |
| SYK Stryker Corp. | 0.78% | 29,222 | $10.5M | Add +5.0% |
| IBB iShares Biotechnology ETF | 0.74% | 75,803 | $10.0M | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.72% | 20,641 | $9.7M | Reduce -4.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.68% | 145,452 | $9.2M | Add +4.7% |
| RSG Republic Services Inc. | 0.67% | 44,895 | $9.0M | Reduce -5.1% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.66% | 86,798 | $8.9M | Reduce -1.4% |
| EVR Evercore Inc. Class A | 0.64% | 31,424 | $8.7M | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.64% | 264,067 | $8.7M | Add +7.6% |
| WCN Waste Connections Inc. | 0.63% | 49,793 | $8.5M | Add +5.0% |
| VMC Vulcan Materials Co. | 0.62% | 32,379 | $8.3M | Reduce -2.3% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.61% | 176,944 | $8.3M | Reduce -0.4% |
| PEP Pepsico Inc. | 0.59% | 52,406 | $8.0M | Reduce -3.5% |
| CNSWF Constellation Software Inc. | 0.58% | 2,525 | $7.8M | Reduce -5.1% |
| PANW Palo Alto Networks Inc. | 0.57% | 42,659 | $7.8M | Reduce -12.8% |
| LMT Lockheed Martin Corp. | 0.56% | 15,662 | $7.6M | Reduce -0.4% |
| ADSK Autodesk Inc. | 0.54% | 24,817 | $7.3M | Add +2.0% |
| JNJ Johnson & Johnson | 0.53% | 49,917 | $7.2M | Reduce -9.7% |
| ABBV Abbvie Inc. | 0.52% | 39,921 | $7.1M | Reduce -1.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.51% | 276,359 | $6.9M | Add +7.0% |
| MNST Monster Beverage Corp. | 0.49% | 125,338 | $6.6M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 14,164 | $6.4M | Reduce -0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 53,113 | $6.4M | Reduce -7.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.47% | 126,059 | $6.4M | Reduce -3.6% |
| IAGG iShares Intl Aggregate Bond | 0.43% | 116,301 | $5.8M | Add +3.2% |
| WMT Walmart Inc. | 0.42% | 63,498 | $5.7M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.40% | 18,625 | $5.4M | Reduce -3.2% |
| CW Curtiss-Wright Corp. | 0.37% | 14,010 | $5.0M | New |
| AMGN Amgen Inc. | 0.36% | 18,467 | $4.8M | Reduce -5.7% |
| EMLP First Trust North American E | 0.34% | 129,231 | $4.6M | Reduce -4.6% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.34% | 34,884 | $4.6M | Reduce -13.5% |
| AMT American Tower Corp. | 0.33% | 24,593 | $4.5M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.32% | 19,865 | $4.4M | Reduce -7.7% |
| PFFD Global X US Preferred ETF | 0.31% | 218,129 | $4.3M | Add +4.9% |
| SCHH Schwab US REIT ETF | 0.31% | 199,386 | $4.2M | Reduce -0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.30% | 53,159 | $4.0M | Reduce -2.5% |
| CME Cme Group Inc. | 0.29% | 16,825 | $3.9M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.28% | 4,849 | $3.7M | Reduce -0.8% |
| HSY The Hershey Co. | 0.28% | 22,081 | $3.7M | Reduce -23.4% |
| HACK Amplify Cybersecurity ETF | 0.27% | 48,360 | $3.6M | Add +0.2% |
| CRH CRH PLC | 0.25% | 37,027 | $3.4M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.25% | 31,811 | $3.4M | Reduce -6.4% |
| GS Goldman Sachs Group Inc. | 0.25% | 5,902 | $3.4M | Reduce -4.3% |
| WELL Welltower Inc. | 0.24% | 26,119 | $3.3M | Add +0.4% |
| COMB Graniteshares Bcom Broad STR | 0.24% | 162,633 | $3.2M | Reduce -0.1% |
| WSO Watsco Inc. | 0.24% | 6,713 | $3.2M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.22% | 12,960 | $3.0M | Add +24.7% |
| DFS Discover Financial Services | 0.22% | 17,114 | $3.0M | No change |
| BKLN Invesco Senior Loan ETF | 0.22% | 139,648 | $2.9M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.21% | 4,933 | $2.9M | Reduce -3.5% |
| BR Broadridge Financial Solutio | 0.21% | 12,835 | $2.9M | Reduce -2.8% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 120,319 | $2.8M | Add +3.2% |
| MDT Medtronic PLC | 0.20% | 33,304 | $2.7M | Reduce -2.6% |
| EFA iShares MSCI Eafe ETF | 0.18% | 32,191 | $2.4M | Add +3.8% |
| CTAS Cintas Corp. | 0.18% | 13,263 | $2.4M | Add +68.4% |
Portfolio Sells Q3 2024 → Q4 2024
| STZ Constellation Brands Inc. Class A | Reduce -95.5% | 0.03% | −0.64 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.56 |
| IQV Iqvia Holdings Inc. | Reduce -95.2% | 0.02% | −0.54 |
| HERO Global X Video Games& Esport | Reduce -93.9% | 0.03% | −0.41 |
| JPST JPMorgan Ultra-Short Income | Reduce -14.8% | 1.84% | −0.32 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 1.39% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -2.1% | 1.38% | −0.24 |
| ZTS Zoetis Inc. | Reduce -3.2% | 1.02% | −0.24 |
| MU Micron Technology Inc. | Reduce -1.8% | 0.95% | −0.24 |
| DHR Danaher Corp. | Reduce -0.3% | 0.87% | −0.18 |
| HD Home Depot Inc. | Reduce -5.5% | 1.79% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -4.7% | 0.79% | −0.15 |
| HSY The Hershey Co. | Reduce -23.4% | 0.28% | −0.13 |
| NOC Northrop Grumman Corp. | Reduce -4.8% | 0.72% | −0.13 |
| JNJ Johnson & Johnson | Reduce -9.7% | 0.53% | −0.13 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Reduce -13.5% | 0.34% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -15.8% | 0.80% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -0.4% | 0.56% | −0.11 |
| AMGN Amgen Inc. | Reduce -5.7% | 0.36% | −0.11 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.11 |
| ICE Intercontinental Exchange Inc. | Reduce -1.4% | 1.16% | −0.10 |
| DOW Dow Inc. | Sold out | 0.00% | −0.10 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.59% | −0.09 |
| AMT American Tower Corp. | Reduce -0.5% | 0.33% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -5.1% | 0.81% | −0.07 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.52% | −0.07 |
| CNSWF Constellation Software Inc. | Reduce -5.1% | 0.58% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 0.28% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -12.8% | 0.57% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -6.4% | 0.25% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -13.6% | 0.15% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -19.0% | 0.17% | −0.04 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.04 |
| QEMM State Street SPDR MSCI Emerg | Reduce -25.8% | 0.07% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.2% | 0.40% | −0.03 |
| RSG Republic Services Inc. | Reduce -5.1% | 0.67% | −0.03 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.03 |
| MDT Medtronic PLC | Reduce -2.6% | 0.20% | −0.03 |
| SCHH Schwab US REIT ETF | Reduce -0.1% | 0.31% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.5% | 0.30% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -7.7% | 0.32% | −0.03 |
| ADBE Adobe Inc. | Reduce -3.4% | 0.12% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -15.8% | 0.05% | −0.02 |
| TJX TJX Companies Inc. | Reduce -7.8% | 0.47% | −0.02 |
| JPME JPM Diver Ret US MC Equity | Reduce -1.4% | 0.66% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.02 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -29.8% | 0.04% | −0.02 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| MRVL Marvell Technology Inc. | New | 1.11% | +1.11 |
| EVR Evercore Inc. Class A | New | 0.64% | +0.64 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +109.5% | 0.99% | +0.52 |
| CW Curtiss-Wright Corp. | New | 0.37% | +0.37 |
| DD Dupont DE Nemours Inc. | New | 0.15% | +0.15 |
| NVDA Nvidia Corp. | Add +5.3% | 0.86% | +0.13 |
| MUB iShares National Muni Bond E | Add +352.8% | 0.15% | +0.11 |
| ROL Rollins Inc. | Add +129.1% | 0.17% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +4.7% | 0.68% | +0.08 |
| META Meta Platforms Inc. Class A | Add +3.8% | 1.14% | +0.07 |
| BDX Becton Dickinson and Co. | Add +346.7% | 0.09% | +0.07 |
| CTAS Cintas Corp. | Add +68.4% | 0.18% | +0.06 |
| XLK SS Technology Select Sector | Add +24.7% | 0.22% | +0.05 |
| ADSK Autodesk Inc. | Add +2.0% | 0.54% | +0.05 |
| ORLY O'reilly Automotive Inc. | New | 0.04% | +0.04 |
| SYK Stryker Corp. | Add +5.0% | 0.78% | +0.04 |
| VRSK Verisk Analytics Inc. | Add +0.6% | 0.90% | +0.03 |
| CI The Cigna Group | New | 0.03% | +0.03 |
| SPIB SS SPDR P Int C Corp. ETF | Add +7.6% | 0.64% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +62.0% | 0.07% | +0.03 |
| HACK Amplify Cybersecurity ETF | Add +0.2% | 0.27% | +0.02 |
| CME Cme Group Inc. | Add +1.6% | 0.29% | +0.02 |
| XLF SS Financial Select Sector | Add +18.3% | 0.10% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +4.9% | 1.07% | +0.02 |
| ALL Allstate Corp. | New | 0.02% | +0.02 |
| NOW ServiceNow Inc. | Add +1.0% | 0.11% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +16.1% | 0.09% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| TTD Trade Desk Inc./the Class A | New | 0.02% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.02% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +1.2% | 0.83% | +0.02 |
| ORCL Oracle Corp. | Add +31.9% | 0.07% | +0.02 |
| FPX First Trust US Equity Opport | New | 0.02% | +0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +59.3% | 0.04% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.02% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +7.0% | 0.51% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +2.6% | 0.14% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +70.7% | 0.03% | +0.01 |
| T AT&T Inc. | Add +42.7% | 0.03% | +0.01 |
| MMM 3M Co. | Add +50.0% | 0.03% | +0.01 |
| WCN Waste Connections Inc. | Add +5.0% | 0.63% | +0.01 |
| APH Amphenol Corp. Class A | Add +4.5% | 0.07% | +0.01 |
| MA Mastercard Inc. Class A | Add +10.3% | 0.05% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +2.5% | 0.22% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +0.2% | 0.09% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +32.4% | 0.04% | +0.01 |
| BA The Boeing Co. | Add +11.7% | 0.02% | +0.01 |
| ACN Accenture PLC Class A | Add +5.3% | 0.09% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +17.1% | 0.06% | +0.00 |
| AME Ametek Inc. | Add +12.6% | 0.02% | +0.00 |
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 |