APPLETON PARTNERS INC/MA
263 holdingsFiling period: 2026-03-31Current AUM: $1.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 336.6K | $85.4M | $104.0M | 6.33% | -5,089 | 2026-03-31 |
| 2 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 420.4K | $52.6M | $60.0M | 3.65% | -2,680 | 2026-03-31 |
| 3 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1.85M | $47.4M | $54.4M | 3.31% | +494 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP COM | 119.4K | $44.2M | $55.5M | 3.38% | +1.9K | 2026-03-31 |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 137.1K | $39.3M | $48.9M | 2.98% | -1,181 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC COM | 179.5K | $37.4M | $48.8M | 2.97% | -398 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO COM | 126.6K | $37.2M | $44.5M | 2.71% | -522 | 2026-03-31 |
| 8 | AVGO | BROADCOM INC COM | 118.7K | $36.7M | $46.2M | 2.81% | -910 | 2026-03-31 |
| 9 | GEV | GE VERNOVA INC COM | 41.9K | $36.6M | $41.5M | 2.53% | -1,346 | 2026-03-31 |
| 10 | MU | MICRON TECHNOLOGY INC COM | 102.8K | $34.7M | $84.6M | 5.15% | -14,881 | 2026-03-31 |
| 11 | XLE | SELECT SECTOR SPDR TR STATE ST | 520.2K | $31.9M | $31.0M | 1.89% | -23,341 | 2026-03-31 |
| 12 | MS | MORGAN STANLEY COM NEW | 150.2K | $24.7M | $31.6M | 1.92% | -1,280 | 2026-03-31 |
| 13 | V | VISA INC COM CL A | 80.3K | $24.3M | $29.4M | 1.79% | +2 | 2026-03-31 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED FD | 455.1K | $23.0M | $23.0M | 1.40% | -24,054 | 2026-03-31 |
| 15 | SCHF | SCHWAB STRATEGIC TR INTL EQTY | 866.1K | $21.4M | $23.8M | 1.45% | +5.4K | 2026-03-31 |
| 16 | META | META PLATFORMS INC CL A | 34.0K | $19.4M | $18.9M | 1.15% | +463 | 2026-03-31 |
| 17 | GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | 446.2K | $19.2M | $21.0M | 1.28% | +4.4K | 2026-03-31 |
| 18 | WELL | WELLTOWER INC COM | 95.1K | $18.8M | $22.3M | 1.36% | +2.1K | 2026-03-31 |
| 19 | IEMG | ISHARES INC CORE MSCI EMKT | 267.0K | $18.6M | $20.7M | 1.26% | +999 | 2026-03-31 |
| 20 | NFLX | NETFLIX INC. COM | 191.2K | $18.4M | $13.7M | 0.83% | +20.6K | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO COM | 19.1K | $17.6M | $21.9M | 1.34% | +957 | 2026-03-31 |
| 22 | ICE | INTERCONTINENTAL EXCHANGE INC | 99.6K | $15.7M | $15.2M | 0.92% | -1,142 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC | 32.1K | $15.4M | $15.4M | 0.94% | -1,150 | 2026-03-31 |
| 24 | CW | CURTISS WRIGHT CORP COM | 22.2K | $15.2M | $16.1M | 0.98% | -406 | 2026-03-31 |
| 25 | NVDA | NVIDIA CORPORATION COM | 86.1K | $15.0M | $17.3M | 1.05% | -1,605 | 2026-03-31 |
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