Appleton Partners Inc Portfolio Holdings
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
Appleton Partners Inc has filed its 13F form on July 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.3 Billion distributed in 259 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.4M, Microsoft Corp with a value of $53.9M, Goldman Sachs ETF Tr Activebet with a value of $48.5M, Schwab Strategic Tr Us Large C with a value of $41.9M, and Amazon Com Inc with a value of $37.9M.
Examining the 13F form we can see an increase of $9.87M in the current position value, from $1.29B to 1.3B.
Below you can find more details about Appleton Partners Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
ETFs: $380 Million
Technology: $258 Million
Financial Services: $142 Million
Healthcare: $131 Million
Consumer Cyclical: $107 Million
Communication Services: $79.8 Million
Industrials: $73.2 Million
Consumer Defensive: $65.2 Million
Other: $50.1 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 259
- Current Value $1.3 Billion
- Prior Value $1.29 Billion
- Filing
- Period Q2 2024
- Filing Date July 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 3 stocks
- Additional Purchases 66 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks