Appleton Partners Inc Portfolio Holdings

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

Appleton Partners Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.29 Billion distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $78.7M, Goldman Sachs ETF Tr Activebet with a value of $47.8M, Microsoft Corp with a value of $45.9M, Schwab Strategic Tr Us Large C with a value of $41.9M, and Amazon Com Inc with a value of $35.3M.

Examining the 13F form we can see an decrease of $58.9M in the current position value, from $1.35B 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: $388 Million
Technology: $233 Million
Financial Services: $167 Million
Healthcare: $105 Million
Consumer Cyclical: $103 Million
Industrials: $89.4 Million
Communication Services: $80.7 Million
Consumer Defensive: $52.5 Million
Other: $52.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$221B
$5.87 Million 0.45% of portfolio
18,788
Q1 2025 Added 0.88%
$271B
$5.6 Million 0.43% of portfolio
45,197
Q1 2025 Added 29.56%
$99.9B
$4.93 Million 0.38% of portfolio
22,634
Q1 2025 Reduced 7.97%
$95.6B
$4.32 Million 0.33% of portfolio
16,270
Q1 2025 Reduced 3.3%
$24.8B
$3.95 Million 0.31% of portfolio
23,109
Q1 2025 Added 4.66%
$447B
$3.91 Million 0.3% of portfolio
32,878
Q1 2025 Added 3.35%
$767B
$3.87 Million 0.3% of portfolio
4,687
Q1 2025 Reduced 3.34%
$14.9B
$3.46 Million 0.27% of portfolio
6,802
Q1 2025 Added 1.33%
$23.9B
$3.42 Million 0.26% of portfolio
-
Q1 2025 Added 4.84%
$37.5B
$3.23 Million 0.25% of portfolio
13,338
Q1 2025 Added 3.92%
$22.6B
$3.29 Million 0.25% of portfolio
16,002
Q1 2025 Added 20.65%
$117B
$3.14 Million 0.24% of portfolio
34,894
Q1 2025 Added 4.77%
$54.7B
$2.91 Million 0.23% of portfolio
17,064
Q1 2025 Reduced 0.29%
$210B
$3.03 Million 0.23% of portfolio
5,543
Q1 2025 Reduced 6.08%
$28B
$2.87 Million 0.22% of portfolio
53,048
Q1 2025 Added 7.46%
$131B
$2.49 Million 0.19% of portfolio
8,139
Q1 2025 Added 25.02%
$95.2B
$2.25 Million 0.17% of portfolio
130,744
Q1 2025 Added 1.53%
$35.1B
$2.16 Million 0.17% of portfolio
28,961
Q1 2025 Added 7.96%
$82.6B
$2.25 Million 0.17% of portfolio
2,761
Q1 2025 Reduced 81.71%
$157B
$2.05 Million 0.16% of portfolio
6,569
Q1 2025 Reduced 64.43%
$235B
$1.92 Million 0.15% of portfolio
14,434
Q1 2025 Added 1.96%
$42.8B
$1.93 Million 0.15% of portfolio
42,069
Q1 2025 Reduced 1.01%
$362B
$1.85 Million 0.14% of portfolio
44,384
Q1 2025 Reduced 84.08%
$15.6B
$1.36 Million 0.11% of portfolio
8,054
Q1 2025 New
$193B
$1.39 Million 0.11% of portfolio
3,633
Q1 2025 Reduced 4.12%
$313B
$1.1 Million 0.09% of portfolio
15,359
Q1 2025 Reduced 8.35%
$29.5B
$1.15 Million 0.09% of portfolio
4,510
Q1 2025 Reduced 24.96%
$268B
$1.2 Million 0.09% of portfolio
19,436
Q1 2025 Added 53.06%
$204B
$986,000 0.08% of portfolio
1,238
Q1 2025 Reduced 9.5%
$116B
$869,000 0.07% of portfolio
1,793
Q1 2025 Reduced 0.83%
$264B
$855,000 0.07% of portfolio
4,269
Q1 2025 Added 14.7%
$55B
$885,000 0.07% of portfolio
13,494
Q1 2025 Reduced 3.78%
$177B
$845,000 0.07% of portfolio
4,705
Q1 2025 Reduced 7.64%
$248B
$872,000 0.07% of portfolio
3,505
Q1 2025 Added 27.5%
$202B
$732,000 0.06% of portfolio
2,344
Q1 2025 Reduced 31.54%
$286B
$797,000 0.06% of portfolio
11,108
Q1 2025 Added 25.15%
$140B
$739,000 0.06% of portfolio
3,167
Q1 2025 Reduced 1.86%
$442B
$798,000 0.06% of portfolio
1
Q2 2022 New
$92.2B
$762,000 0.06% of portfolio
11,235
Q1 2025 Reduced 7.72%
$206B
$753,000 0.06% of portfolio
8,394
Q1 2025 Reduced 92.14%
$479B
$762,000 0.06% of portfolio
5,451
Q1 2025 Reduced 7.97%
$119B
$803,000 0.06% of portfolio
2,659
Q1 2025 Added 124.58%
$139B
$791,000 0.06% of portfolio
3,349
Q1 2025 Reduced 9.39%
$96B
$653,000 0.05% of portfolio
2,822
Q1 2025 Reduced 2.08%
$204B
$593,000 0.05% of portfolio
4,474
Q1 2025 Added 1.8%
$189B
$583,000 0.05% of portfolio
1,768
Q1 2025 Added 7.67%
$37.2B
$693,000 0.05% of portfolio
3,822
Q1 2025 Reduced 0.83%
$268B
$616,000 0.05% of portfolio
2,296
Q1 2025 Reduced 1.75%
$281B
$616,000 0.05% of portfolio
3,684
Q1 2025 Added 12.56%

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $1.29 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
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