Appleton Partners Inc has filed its 13F form on April 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.29 Billion distributed in 273 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68.8M, Microsoft Corp with a value of $51.1M, Goldman Sachs ETF Tr Activebet with a value of $47.2M, Schwab Strategic Tr Us Large C with a value of $41.2M, and Amazon Com Inc with a value of $35.4M.

Examining the 13F form we can see an increase of $48.4M in the current position value, from $1.24B to 1.29B.

Below you can find more details about Appleton Partners Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.29 Billion
ETFs: $385 Million
Technology: $230 Million
Financial Services: $147 Million
Healthcare: $135 Million
Consumer Cyclical: $119 Million
Industrials: $74.2 Million
Consumer Defensive: $66.5 Million
Communication Services: $63.4 Million
Other: $54.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 273
  • Current Value $1.29 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 176 stocks
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