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
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