HoldingsChannel.com
Appleton Partners Inc. MA Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
JP MORGAN EXCHANGE TRADED FD U (JPST) 678,967 +108,432 $34,152
     JPST678,967+108,432$34,152
APPLE INC COM 145,872 +3,246 $27,708
     AAPL145,872+3,246$27,708
GOLDMAN SACHS ETF TR EQUITY ET (GSLC) 457,233 +16,845 $25,985
     GSLC457,233+16,845$25,985
VISA INC COM CL A 137,837 -1,907 $21,529
     V137,837-1,907$21,529
HOME DEPOT INC COM 88,053 +792 $16,897
     HD88,053+792$16,897
JPMORGAN CHASE & CO COM 165,056 -553 $16,709
     JPM165,056-553$16,709
AMAZON COM INC COM 8,863 -5 $15,783
     AMZN8,863-5$15,783
SCHWAB STRATEGIC TR US LRG CAP 229,428 +32,387 $15,512
     SCHX229,428+32,387$15,512
THERMO FISHER SCIENTIFIC INC C 51,968 -594 $14,225
     TMO51,968-594$14,225
SPDR S&P 500 ETF TR TR UNIT (SPY) 48,726 -3,359 $13,764
     SPY48,726-3,359$13,764
AMERICAN TOWER CORP NEW COM 65,871 -588 $12,981
     AMT65,871-588$12,981
MICROSOFT CORP COM 108,554 +1,592 $12,803
     MSFT108,554+1,592$12,803
SPDR SER TR BLOMBERG BRC INV (FLRN) 404,869 -4,655 $12,429
     FLRN404,869-4,655$12,429
INTUIT COM 41,609 -1,173 $10,877
     INTU41,609-1,173$10,877
GOLDMAN SACHS ETF TR ACTIVEBET (GSIE) 367,062 +41,132 $10,296
     GSIE367,062+41,132$10,296
PEPSICO INC COM 83,406 +65 $10,221
     PEP83,406+65$10,221
JOHNSON & JOHNSON COM 72,468 +298 $10,130
     JNJ72,468+298$10,130
UNITEDHEALTH GROUP INC COM 37,932 +453 $9,379
     UNH37,932+453$9,379
BANK AMER CORP COM 333,119 +2,467 $9,191
     BAC333,119+2,467$9,191
LOCKHEED MARTIN CORP COM 29,327 -106 $8,803
     LMT29,327-106$8,803
PROCTER AND GAMBLE CO COM 82,610 +7,378 $8,596
     PG82,610+7,378$8,596
ZOETIS INC CL A 85,260 -435 $8,583
     ZTS85,260-435$8,583
COSTCO WHSL CORP NEW COM 34,551 +1,431 $8,366
     COST34,551+1,431$8,366
SCHWAB STRATEGIC TR INTL EQTY 266,393 +51,745 $8,341
     SCHF266,393+51,745$8,341
INTERCONTINENTAL EXCHANGE INC (ICE) 106,477 +954 $8,107
     ICE106,477+954$8,107
SPDR INDEX SHS FDS MSCI EMRG M (QEMM) 125,267 +9,215 $7,408
     QEMM125,267+9,215$7,408
SHERWIN WILLIAMS CO COM 17,087 -80 $7,360
     SHW17,087-80$7,360
ADOBE INC COM 27,043 +158 $7,207
     ADBE27,043+158$7,207
TJX COS INC NEW COM 135,433 -2,370 $7,206
     TJX135,433-2,370$7,206
MEDTRONIC PLC SHS 78,130 +173 $7,116
     MDT78,130+173$7,116
ROPER TECHNOLOGIES INC COM 20,005 -240 $6,841
     ROP20,005-240$6,841
ALPHABET INC CAP STK CL C 5,685 +253 $6,671
     GOOG5,685+253$6,671
CONSTELLATION BRANDS INC CL A 37,955 +50 $6,655
     STZ37,955+50$6,655
PAYPAL HLDGS INC COM 59,844 +390 $6,214
     PYPL59,844+390$6,214
ISHARES TR NASDAQ BIOTECH (IBB) 54,094 +365 $6,048
     IBB54,094+365$6,048
VERIZON COMMUNICATIONS INC COM 98,768 +5,473 $5,840
     VZ98,768+5,473$5,840
MCDONALDS CORP COM 30,401 -4 $5,773
     MCD30,401-4$5,773
ISHARES TR RUSSELL 2000 ETF (IWM) 37,438 +636 $5,731
     IWM37,438+636$5,731
ACCENTURE PLC IRELAND SHS CLAS 32,154 +114 $5,660
     ACN32,154+114$5,660
SVB FINL GROUP COM 24,172 +2,530 $5,375
     SIVB24,172+2,530$5,375
ABBVIE INC COM 65,371 -666 $5,268
     ABBV65,371-666$5,268
EXXON MOBIL CORP COM 63,887 +1,309 $5,162
     XOM63,887+1,309$5,162
PALO ALTO NETWORKS INC COM 21,065 +155 $5,116
     PANW21,065+155$5,116
ISHARES TR CORE US AGGBD ET (AGG) 45,289 -16,167 $4,940
     AGG45,289-16,167$4,940
ALPHABET INC CAP STK CL A 4,182 -27 $4,921
     GOOGL4,182-27$4,921
ETF MANAGERS TR PRIME CYBR SCR (HACK) 121,952 -1,875 $4,879
     HACK121,952-1,875$4,879
AMGEN INC COM 24,452 +465 $4,645
     AMGN24,452+465$4,645
BROADCOM INC COM 15,436 -158 $4,642
     AVGO15,436-158$4,642
3M CO COM 21,644 +3,363 $4,497
     MMM21,644+3,363$4,497
XYLEM INC COM 56,659 +1,542 $4,478
     XYL56,659+1,542$4,478

See Full List: All Stocks Held By Appleton Partners Inc. MA
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Appleton Partners Inc. MA

Size ($ in 1000's)
At 03/31/2019: $754,452
At 12/31/2018: $667,841

Appleton Partners Inc. MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Appleton Partners Inc. MA 13F filings. Link to 13F filings: SEC filings

Appleton Partners Inc. MA Top Holdings 13F Filings | www.HoldingsChannel.com

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