Appleton Partners Inc
276 holdingsFiling period: 2026-06-30Current AUM: $1.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc.com | 329.9K | $95.4M | $113.4M | 6.87% | -6,767 | 2026-06-30 |
| 2 | MU | Micron Technology Inc.com | 80.2K | $92.5M | $72.4M | 4.39% | -22,665 | 2026-06-30 |
| 3 | GSLC | Goldman Sachs ETF TR Activebet | 421.8K | $59.8M | $61.7M | 3.73% | +1.4K | 2026-06-30 |
| 4 | SCHX | Schwab Strategic TR US Lrg Cap | 1.86M | $54.8M | $56.1M | 3.40% | +16.2K | 2026-06-30 |
| 5 | GOOG | Alphabet Inc Cap Stk CL C | 136.1K | $48.1M | $42.8M | 2.59% | -995 | 2026-06-30 |
| 6 | GEV | GE Vernova Inc.com | 38.4K | $45.1M | $32.9M | 1.99% | -3,492 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp.com | 116.4K | $43.4M | $62.0M | 3.75% | -3,033 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc.com | 112.9K | $42.7M | $37.2M | 2.25% | -5,776 | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc.com | 177.0K | $42.2M | $44.1M | 2.67% | -2,498 | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co.com | 124.5K | $40.7M | $41.6M | 2.52% | -2,127 | 2026-06-30 |
| 11 | MS | Morgan Stanley.com New | 139.2K | $29.1M | $25.6M | 1.55% | -10,967 | 2026-06-30 |
| 12 | XLE | Select Sector Spdr TR ST Str E | 546.3K | $29.0M | $38.0M | 2.30% | +26.1K | 2026-06-30 |
| 13 | V | Visa Inc.com CL A | 79.7K | $27.3M | $32.2M | 1.95% | -620 | 2026-06-30 |
| 14 | SCHF | Schwab Strategic TR Intl Eqty | 891.5K | $24.7M | $24.0M | 1.45% | +25.4K | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co.com | 19.7K | $23.6M | $25.2M | 1.53% | +625 | 2026-06-30 |
| 16 | JPST | J P Morgan Exchange Traded FD | 449.9K | $22.8M | $22.7M | 1.37% | -5,166 | 2026-06-30 |
| 17 | — | Globalfoundries Inc Ordinary S | 272.2K | $22.4M | $22.4M | 1.36% | +3.5K | 2026-06-30 |
| 18 | WELL | Welltower Inc.com | 98.2K | $22.3M | $23.6M | 1.43% | +3.1K | 2026-06-30 |
| 19 | IEMG | iShares Inc Core Msci Emkt | 265.0K | $22.0M | $19.9M | 1.21% | -1,995 | 2026-06-30 |
| 20 | GSIE | Goldman Sachs ETF TR Activebet | 461.8K | $21.1M | $21.3M | 1.29% | +15.6K | 2026-06-30 |
| 21 | META | Meta Platforms Inc CL A | 34.1K | $19.2M | $21.5M | 1.30% | +100 | 2026-06-30 |
| 22 | NVDA | NVIDIA Corporation.com | 93.2K | $18.6M | $20.1M | 1.22% | +7.1K | 2026-06-30 |
| 23 | UNH | Unitedhealth Group Inc.com | 40.7K | $16.9M | $16.7M | 1.01% | -946 | 2026-06-30 |
| 24 | CW | Curtiss Wright Corp.com | 22.2K | $16.8M | $10.6M | 0.64% | -63 | 2026-06-30 |
| 25 | BRK-B | Berkshire Hathaway Inc | 32.4K | $16.2M | $16.2M | 0.98% | +235 | 2026-06-30 |
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