Appleton Partners Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Appleton Partners Inc. reported 243 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 3.7%) and Microsoft (MSFT, 3.5%). Compared with Q4 2024, it opened 9 new positions, sold out of 19, added to 85 and reduced 132. The biggest buy was Welltower (WELL, shares +213%) and the biggest sale Equinix (EQIX, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001055290
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0000950123-25-003620 ↗ filed Apr 22, 2025
Holdings Value
Holdings 243 stocks · $1.3B
| AAPL Apple Inc. | 6.08% | 354,384 | $78.7M | Reduce -2.3% |
| GSLC Goldman Activebeta US LC ETF | 3.70% | 434,376 | $47.8M | Reduce -0.5% |
| MSFT Microsoft Corp. | 3.55% | 122,316 | $45.9M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 3.24% | 1,898,727 | $41.9M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.73% | 185,406 | $35.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.64% | 139,226 | $34.2M | Reduce -2.4% |
| V Visa Inc. Class A | 2.36% | 86,969 | $30.5M | Reduce -2.7% |
| XLE SS Energy Select Sector | 1.97% | 273,017 | $25.5M | Add +6.5% |
| AVGO Broadcom Inc. | 1.97% | 151,953 | $25.4M | Reduce -6.4% |
| JPST JPMorgan Ultra-Short Income | 1.89% | 482,233 | $24.4M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 1.86% | 154,260 | $24.1M | Reduce -0.1% |
| HD Home Depot Inc. | 1.81% | 64,087 | $23.5M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 1.49% | 36,920 | $19.3M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.42% | 31,909 | $18.4M | Add +21.3% |
| MS Morgan Stanley | 1.40% | 154,738 | $18.1M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.38% | 35,877 | $17.9M | Reduce -0.8% |
| SCHF Schwab Intl Equity ETF | 1.31% | 855,361 | $16.9M | Reduce -0.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.29% | 48,472 | $16.7M | Add +0.3% |
| ICE Intercontinental Exchange Inc. | 1.28% | 96,284 | $16.6M | Reduce -8.7% |
| NFLX Netflix Inc. | 1.27% | 17,619 | $16.4M | Reduce -5.9% |
| GSIE Goldman Sachs Activebeta Int | 1.20% | 434,058 | $15.5M | Reduce -0.8% |
| GEV GE Vernova Inc. | 1.16% | 49,173 | $15.0M | Reduce -4.9% |
| JEPI JPMorgan Equity Premium Inco | 1.15% | 260,028 | $14.9M | Add +3.1% |
| INTU Intuit Inc. | 1.13% | 23,896 | $14.7M | Reduce -1.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.12% | 469,599 | $14.5M | Add +7.8% |
| IEMG iShares Core MSCI Emerging | 1.09% | 261,252 | $14.1M | Add +3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.08% | 26,219 | $14.0M | Add +85.1% |
| ZTS Zoetis Inc. | 1.06% | 83,098 | $13.7M | Reduce -2.0% |
| BX Blackstone Inc. | 1.05% | 97,140 | $13.6M | Add +1.4% |
| MU Micron Technology Inc. | 1.04% | 154,927 | $13.5M | Add +0.9% |
| ROP Roper Technologies Inc. | 1.03% | 22,576 | $13.3M | Reduce -0.5% |
| VRSK Verisk Analytics Inc. | 1.02% | 44,137 | $13.1M | Reduce -0.1% |
| WELL Welltower Inc. | 0.97% | 81,630 | $12.5M | Add +212.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.94% | 21,814 | $12.2M | Reduce -3.5% |
| DHR Danaher Corp. | 0.93% | 58,856 | $12.1M | Add +14.6% |
| SHW The Sherwin-Williams Co. | 0.93% | 34,459 | $12.0M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.87% | 66,116 | $11.3M | Add +1.2% |
| RSG Republic Services Inc. | 0.86% | 46,131 | $11.2M | Add +2.8% |
| SYK Stryker Corp. | 0.84% | 29,127 | $10.8M | Reduce -0.3% |
| NOC Northrop Grumman Corp. | 0.83% | 20,856 | $10.7M | Add +1.0% |
| SCHA Schwab US Small-Cap ETF | 0.81% | 448,597 | $10.5M | Add +3.7% |
| BKNG Booking Holdings Inc. | 0.81% | 2,272 | $10.5M | Reduce -2.7% |
| CMG Chipotle Mexican Grill Inc. | 0.80% | 206,316 | $10.4M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.80% | 10,878 | $10.3M | Reduce -7.5% |
| IBB iShares Biotechnology ETF | 0.77% | 78,382 | $10.0M | Add +3.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.75% | 98,043 | $9.7M | Add +0.1% |
| WCN Waste Connections Inc. | 0.74% | 49,386 | $9.6M | Reduce -0.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.72% | 147,928 | $9.3M | Add +1.7% |
| MRVL Marvell Technology Inc. | 0.72% | 151,265 | $9.3M | Add +10.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.71% | 275,173 | $9.1M | Add +4.2% |
| NVDA Nvidia Corp. | 0.70% | 84,035 | $9.1M | Reduce -3.2% |
| JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F | 0.68% | 87,687 | $8.8M | Add +1.0% |
| VMC Vulcan Materials Co. | 0.66% | 36,595 | $8.5M | Add +13.0% |
| GOOGL Alphabet Inc. Class A | 0.65% | 54,522 | $8.4M | Reduce -2.1% |
| JNJ Johnson & Johnson | 0.62% | 48,045 | $8.0M | Reduce -3.8% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.61% | 182,293 | $7.9M | Add +3.0% |
| CNSWF Constellation Software Inc. | 0.61% | 2,498 | $7.9M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.61% | 37,732 | $7.9M | Reduce -5.5% |
| PEP Pepsico Inc. | 0.59% | 51,059 | $7.7M | Reduce -2.6% |
| CW Curtiss-Wright Corp. | 0.59% | 24,109 | $7.6M | Add +72.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.58% | 291,804 | $7.5M | Add +5.6% |
| MNST Monster Beverage Corp. | 0.55% | 121,888 | $7.1M | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.55% | 15,916 | $7.1M | Add +1.6% |
| EVR Evercore Inc. Class A | 0.54% | 34,977 | $7.0M | Add +11.3% |
| PANW Palo Alto Networks Inc. | 0.51% | 39,007 | $6.7M | Reduce -8.6% |
| ADSK Autodesk Inc. | 0.50% | 24,842 | $6.5M | Add +0.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.48% | 122,142 | $6.2M | Reduce -3.1% |
| IAGG iShares Intl Aggregate Bond | 0.48% | 122,989 | $6.1M | Add +5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.47% | 50,471 | $6.1M | Reduce -5.0% |
| WMT Walmart Inc. | 0.47% | 68,547 | $6.0M | Add +8.0% |
| MCD McDonald's Corp. | 0.45% | 18,788 | $5.9M | Add +0.9% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.43% | 45,197 | $5.6M | Add +29.6% |
| AMT American Tower Corp. | 0.38% | 22,634 | $4.9M | Reduce -8.0% |
| EMLP First Trust North American E | 0.37% | 126,793 | $4.8M | Reduce -1.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.36% | 58,943 | $4.6M | Add +10.9% |
| SCHH Schwab US REIT ETF | 0.34% | 206,271 | $4.4M | Add +3.5% |
| PFFD Global X US Preferred ETF | 0.33% | 227,429 | $4.3M | Add +4.3% |
| CME Cme Group Inc. | 0.33% | 16,270 | $4.3M | Reduce -3.3% |
| HSY The Hershey Co. | 0.31% | 23,109 | $4.0M | Add +4.7% |
| XOM Exxon Mobil Corp. | 0.30% | 32,878 | $3.9M | Add +3.4% |
| LLY Eli Lilly & Co. | 0.30% | 4,687 | $3.9M | Reduce -3.3% |
| IWM iShares Russell 2000 ETF | 0.30% | 19,385 | $3.9M | Reduce -2.4% |
| COMB Graniteshares Bcom Broad STR | 0.28% | 169,245 | $3.7M | Add +4.1% |
| WSO Watsco Inc. | 0.27% | 6,802 | $3.5M | Add +1.3% |
| HACK Amplify Cybersecurity ETF | 0.27% | 47,920 | $3.4M | Reduce -0.9% |
| CRH CRH PLC | 0.26% | 38,818 | $3.4M | Add +4.8% |
| CTAS Cintas Corp. | 0.25% | 16,002 | $3.3M | Add +20.6% |
| BR Broadridge Financial Solutio | 0.25% | 13,338 | $3.2M | Add +3.9% |
| MDT Medtronic PLC | 0.24% | 34,894 | $3.1M | Add +4.8% |
| GS Goldman Sachs Group Inc. | 0.23% | 5,543 | $3.0M | Reduce -6.1% |
| BKLN Invesco Senior Loan ETF | 0.23% | 145,741 | $3.0M | Add +4.4% |
| SPHY SS SPDR P High Yield ETF | 0.23% | 124,988 | $2.9M | Add +3.9% |
| DFS Discover Financial Services | 0.23% | 17,064 | $2.9M | Reduce -0.3% |
| ROL Rollins Inc. | 0.22% | 53,048 | $2.9M | Add +7.5% |
| IVV iShares Core S&P 500 ETF | 0.22% | 4,962 | $2.8M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.20% | 31,951 | $2.6M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.19% | 12,201 | $2.5M | Reduce -5.9% |
| ADP Automatic Data Processing | 0.19% | 8,139 | $2.5M | Add +25.0% |
| SYY Sysco Corp. | 0.18% | 31,008 | $2.3M | Add +27.4% |
| TEL Te Connectivity PLC | 0.18% | 16,091 | $2.3M | Add +2.0% |
Portfolio Sells Q4 2024 → Q1 2025
| EQIX Equinix Inc. | Reduce -81.7% | 0.17% | −0.88 |
| AVGO Broadcom Inc. | Reduce -6.4% | 1.97% | −0.82 |
| BAC Bank of America Corp. | Reduce -84.1% | 0.14% | −0.76 |
| MRK Merck & Co. Inc. | Reduce -92.1% | 0.06% | −0.73 |
| AAPL Apple Inc. | Reduce -2.3% | 6.08% | −0.63 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.86% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 2.73% | −0.30 |
| AMGN Amgen Inc. | Reduce -64.4% | 0.16% | −0.20 |
| NVDA Nvidia Corp. | Reduce -3.2% | 0.70% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 0.65% | −0.13 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.4% | 0.80% | −0.12 |
| GEV GE Vernova Inc. | Reduce -4.9% | 1.16% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -55.4% | 0.07% | −0.08 |
| BDX Becton Dickinson and Co. | Reduce -80.5% | 0.02% | −0.07 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -8.6% | 0.51% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.2% | 3.24% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -2.7% | 0.81% | −0.05 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -27.0% | 0.12% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.5% | 0.94% | −0.04 |
| ACN Accenture PLC Class A | Reduce -31.5% | 0.06% | −0.03 |
| NOW ServiceNow Inc. | Reduce -9.5% | 0.08% | −0.03 |
| XLK SS Technology Select Sector | Reduce -5.9% | 0.19% | −0.03 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.30% | −0.03 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.02 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.5% | 3.70% | −0.02 |
| AME Ametek Inc. | Sold out | 0.00% | −0.02 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.02 |
| UNLYF Unilever PLC | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -4.1% | 0.11% | −0.02 |
| PPTY US Diversified Real Estate E | Sold out | 0.00% | −0.02 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -6.1% | 0.23% | −0.02 |
| FPX First Trust US Equity Opport | Sold out | 0.00% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.02 |
| NXPI NXP Semiconductors NV | Reduce -45.8% | 0.02% | −0.01 |
| ORCL Oracle Corp. | Reduce -8.0% | 0.06% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -28.8% | 0.03% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -41.4% | 0.03% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -18.4% | 0.06% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 1.38% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| WELL Welltower Inc. | Add +212.5% | 0.97% | +0.72 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +85.1% | 1.08% | +0.60 |
| XLE SS Energy Select Sector | Add +6.5% | 1.97% | +0.35 |
| META Meta Platforms Inc. Class A | Add +21.3% | 1.42% | +0.28 |
| AJG Arthur J Gallagher & Co. | Add +0.3% | 1.29% | +0.28 |
| CW Curtiss-Wright Corp. | Add +72.1% | 0.59% | +0.22 |
| RSG Republic Services Inc. | Add +2.8% | 0.86% | +0.20 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +7.8% | 1.12% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +3.9% | 1.09% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 1.49% | +0.12 |
| NOC Northrop Grumman Corp. | Add +1.0% | 0.83% | +0.11 |
| DGX Quest Diagnostics Inc. | New | 0.11% | +0.11 |
| LVMUY LVMH Moet Hennessy-Unsp ADR | Add +29.6% | 0.43% | +0.10 |
| MU Micron Technology Inc. | Add +0.9% | 1.04% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +3.1% | 1.15% | +0.08 |
| CTAS Cintas Corp. | Add +20.6% | 0.25% | +0.08 |
| SPIB SS SPDR P Int C Corp. ETF | Add +4.2% | 0.71% | +0.07 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.6% | 0.58% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +10.9% | 0.36% | +0.06 |
| PG The Procter & Gamble Co. | Add +1.2% | 0.87% | +0.06 |
| DHR Danaher Corp. | Add +14.6% | 0.93% | +0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Add +317.9% | 0.08% | +0.06 |
| MCD McDonald's Corp. | Add +0.9% | 0.45% | +0.05 |
| ROL Rollins Inc. | Add +7.5% | 0.22% | +0.05 |
| ADP Automatic Data Processing | Add +25.0% | 0.19% | +0.05 |
| XOM Exxon Mobil Corp. | Add +3.4% | 0.30% | +0.05 |
| IAGG iShares Intl Aggregate Bond | Add +5.8% | 0.48% | +0.05 |
| MDT Medtronic PLC | Add +4.8% | 0.24% | +0.05 |
| VMC Vulcan Materials Co. | Add +13.0% | 0.66% | +0.04 |
| COMB Graniteshares Bcom Broad STR | Add +4.1% | 0.28% | +0.04 |
| AFL Aflac Inc. | New | 0.04% | +0.04 |
| SYY Sysco Corp. | Add +27.4% | 0.18% | +0.04 |
| WMT Walmart Inc. | Add +8.0% | 0.47% | +0.04 |
| MDY State Street SPDR S&P Midcap | Add +98.5% | 0.08% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +1.7% | 0.72% | +0.04 |
| CB Chubb Ltd. | Add +124.6% | 0.06% | +0.04 |
| CSCO Cisco Systems Inc. | Add +53.1% | 0.09% | +0.04 |
| BR Broadridge Financial Solutio | Add +3.9% | 0.25% | +0.04 |
| NTDOY Nintendo Co. Ltd.-Unspons ADR | Add +1.5% | 0.17% | +0.03 |
| IBB iShares Biotechnology ETF | Add +3.4% | 0.77% | +0.03 |
| SCHH Schwab US REIT ETF | Add +3.5% | 0.34% | +0.03 |
| WSO Watsco Inc. | Add +1.3% | 0.27% | +0.03 |
| ABT Abbott Laboratories | Add +2.0% | 0.15% | +0.03 |
| HSY The Hershey Co. | Add +4.7% | 0.31% | +0.03 |
| VHT Vanguard Health Care ETF | New | 0.03% | +0.03 |
| ITOT iShares Core S&P Total U.S. | New | 0.03% | +0.03 |
| HD Home Depot Inc. | Add +3.0% | 1.81% | +0.03 |
| JPME JPM Diver Ret US MC Equity | Add +1.0% | 0.68% | +0.02 |
| IBM Intl Business Machines Corp. | Add +27.5% | 0.07% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +134.6% | 0.04% | +0.02 |
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 |