APPLETON PARTNERS INC/MA
276 holdingsFiling period: 2026-06-30Current AUM: $1.64Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 329.9K | $95.4M | $109.3M | 6.66% | -6,767 | 2026-06-30 |
| 2 | MU | MICRON TECHNOLOGY INC COM | 80.2K | $92.5M | $74.4M | 4.53% | -22,665 | 2026-06-30 |
| 3 | GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 421.8K | $59.8M | $61.0M | 3.72% | +1.4K | 2026-06-30 |
| 4 | SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1.86M | $54.8M | $55.6M | 3.39% | +16.2K | 2026-06-30 |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 136.1K | $48.1M | $46.5M | 2.83% | -995 | 2026-06-30 |
| 6 | GEV | GE VERNOVA INC COM | 38.4K | $45.1M | $33.9M | 2.07% | -3,492 | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP COM | 116.4K | $43.4M | $57.8M | 3.53% | -3,033 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC COM | 112.9K | $42.7M | $38.3M | 2.34% | -5,776 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC COM | 177.0K | $42.2M | $44.0M | 2.68% | -2,498 | 2026-06-30 |
| 10 | JPM | JPMORGAN CHASE & CO COM | 124.5K | $40.7M | $43.9M | 2.67% | -2,127 | 2026-06-30 |
| 11 | MS | MORGAN STANLEY COM NEW | 139.2K | $29.1M | $28.7M | 1.75% | -10,967 | 2026-06-30 |
| 12 | XLE | SELECT SECTOR SPDR TR ST STR E | 546.3K | $29.0M | $36.0M | 2.20% | +26.1K | 2026-06-30 |
| 13 | V | VISA INC COM CL A | 79.7K | $27.3M | $29.9M | 1.82% | -620 | 2026-06-30 |
| 14 | SCHF | SCHWAB STRATEGIC TR INTL EQTY | 891.5K | $24.7M | $24.7M | 1.51% | +25.4K | 2026-06-30 |
| 15 | LLY | ELI LILLY & CO COM | 19.7K | $23.6M | $22.4M | 1.37% | +625 | 2026-06-30 |
| 16 | JPST | J P MORGAN EXCHANGE TRADED FD | 449.9K | $22.8M | $22.6M | 1.38% | -5,166 | 2026-06-30 |
| 17 | — | GLOBALFOUNDRIES INC ORDINARY S | 272.2K | $22.4M | $22.4M | 1.37% | +3.5K | 2026-06-30 |
| 18 | WELL | WELLTOWER INC COM | 98.2K | $22.3M | $22.9M | 1.39% | +3.1K | 2026-06-30 |
| 19 | IEMG | ISHARES INC CORE MSCI EMKT | 265.0K | $22.0M | $21.2M | 1.29% | -1,995 | 2026-06-30 |
| 20 | GSIE | GOLDMAN SACHS ETF TR ACTIVEBET | 461.8K | $21.1M | $21.7M | 1.32% | +15.6K | 2026-06-30 |
| 21 | META | META PLATFORMS INC CL A | 34.1K | $19.2M | $22.8M | 1.39% | +100 | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION COM | 93.2K | $18.6M | $19.8M | 1.21% | +7.1K | 2026-06-30 |
| 23 | UNH | UNITEDHEALTH GROUP INC COM | 40.7K | $16.9M | $15.3M | 0.93% | -946 | 2026-06-30 |
| 24 | CW | CURTISS WRIGHT CORP COM | 22.2K | $16.8M | $12.5M | 0.76% | -63 | 2026-06-30 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC | 32.4K | $16.2M | $16.2M | 0.99% | +235 | 2026-06-30 |
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