HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
401,200 | -27,906 | $68,798 |
| AAPL | 401,200 | -27,906 | $68,798 |
| MICROSOFT CORP |
121,499 | -4,942 | $51,117 |
| MSFT | 121,499 | -4,942 | $51,117 |
| GOLDMAN SACHS ACTIVEBETA U.S. |
454,359 | -8,472 | $47,158 |
| GSLC | 454,359 | -8,472 | $47,158 |
| SCHWAB US LARGE CAP ETF (SCHX) |
663,535 | +1,693 | $41,179 |
| SCHX | 663,535 | +1,693 | $41,179 |
| AMAZON.COM INC |
196,387 | -5,009 | $35,424 |
| AMZN | 196,387 | -5,009 | $35,424 |
| JPMORGAN ULTRA SHORT INCOME ET |
646,836 | -211,485 | $32,633 |
| JPST | 646,836 | -211,485 | $32,633 |
| JPMORGAN CHASE & CO |
161,121 | -8,758 | $32,273 |
| JPM | 161,121 | -8,758 | $32,273 |
| VISA INC |
98,104 | -7,290 | $27,379 |
| V | 98,104 | -7,290 | $27,379 |
| HOME DEPOT INC THE |
68,218 | -3,326 | $26,168 |
| HD | 68,218 | -3,326 | $26,168 |
| ALPHABET INC |
166,209 | +1,000 | $25,307 |
| GOOG | 166,209 | +1,000 | $25,307 |
| BROADCOM INC |
19,013 | -1,688 | $25,200 |
| AVGO | 19,013 | -1,688 | $25,200 |
| ENERGY SELECT SECTOR SPDR FUND (XLE) |
245,556 | -1,750 | $23,183 |
| XLE | 245,556 | -1,750 | $23,183 |
| THERMO FISHER SCIENTIFIC INC |
37,714 | -2,716 | $21,920 |
| TMO | 37,714 | -2,716 | $21,920 |
| UNITEDHEALTH GROUP INC |
38,919 | +3,866 | $19,253 |
| UNH | 38,919 | +3,866 | $19,253 |
| MICRON TECHNOLOGY INC |
147,998 | +27,654 | $17,448 |
| MU | 147,998 | +27,654 | $17,448 |
| SCHWAB INTERNATIONAL EQUITY ET |
431,446 | +6,065 | $16,835 |
| SCHF | 431,446 | +6,065 | $16,835 |
| INTUIT INC |
25,027 | -2,282 | $16,268 |
| INTU | 25,027 | -2,282 | $16,268 |
| INTERCONTINENTAL EXCHANGE INC (ICE) |
114,358 | -6,329 | $15,716 |
| ICE | 114,358 | -6,329 | $15,716 |
| MORGAN STANLEY |
162,241 | +4,661 | $15,277 |
| MS | 162,241 | +4,661 | $15,277 |
| GOLDMAN SACHS ACTIVEBETA INTER |
438,032 | +3,234 | $15,020 |
| GSIE | 438,032 | +3,234 | $15,020 |
| ZOETIS INC |
88,617 | +1,428 | $14,995 |
| ZTS | 88,617 | +1,428 | $14,995 |
| MERCK & CO INC |
104,162 | -552 | $13,744 |
| MRK | 104,162 | -552 | $13,744 |
| JPMORGAN EQUITY PREMIUM INCOME |
230,501 | +16,649 | $13,337 |
| JEPI | 230,501 | +16,649 | $13,337 |
| BLACKSTONE INC |
98,837 | +13,609 | $12,984 |
| BX | 98,837 | +13,609 | $12,984 |
| ISHARES CORE MSCI EMERGING MAR (IEMG) |
249,735 | +10,204 | $12,886 |
| IEMG | 249,735 | +10,204 | $12,886 |
| SPDR S&P 500 ETF TRUST (SPY) |
24,448 | -847 | $12,788 |
| SPY | 24,448 | -847 | $12,788 |
| DANAHER CORP |
50,920 | +100 | $12,716 |
| DHR | 50,920 | +100 | $12,716 |
| CHIPOTLE MEXICAN GRILL INC |
4,308 | -82 | $12,522 |
| CMG | 4,308 | -82 | $12,522 |
| EQUINIX INC |
15,168 | +831 | $12,519 |
| EQIX | 15,168 | +831 | $12,519 |
| ARTHUR J GALLAGHER & CO |
49,305 | -1,765 | $12,328 |
| AJG | 49,305 | -1,765 | $12,328 |
| ROPER TECHNOLOGIES INC |
21,854 | +4,361 | $12,257 |
| ROP | 21,854 | +4,361 | $12,257 |
| NETFLIX INC |
19,602 | +4,199 | $11,905 |
| NFLX | 19,602 | +4,199 | $11,905 |
| PROCTER & GAMBLE CO THE |
72,171 | -5,645 | $11,710 |
| PG | 72,171 | -5,645 | $11,710 |
| SHERWIN WILLIAMS CO THE |
33,580 | -2,127 | $11,663 |
| SHW | 33,580 | -2,127 | $11,663 |
| BANK OF AMERICA CORP |
304,519 | -12,961 | $11,547 |
| BAC | 304,519 | -12,961 | $11,547 |
| COSTCO WHOLESALE CORP |
15,133 | -2,069 | $11,087 |
| COST | 15,133 | -2,069 | $11,087 |
| WALT DISNEY CO THE |
89,711 | +695 | $10,977 |
| DIS | 89,711 | +695 | $10,977 |
| SCHWAB US SMALL CAP ETF (SCHA) |
216,811 | +7,684 | $10,676 |
| SCHA | 216,811 | +7,684 | $10,676 |
| NORTHROP GRUMMAN CORP |
21,935 | +5,046 | $10,499 |
| NOC | 21,935 | +5,046 | $10,499 |
| STRYKER CORP |
29,317 | +147 | $10,492 |
| SYK | 29,317 | +147 | $10,492 |
| PEPSICO INC |
58,573 | -3,981 | $10,251 |
| PEP | 58,573 | -3,981 | $10,251 |
| VERISK ANALYTICS INC |
42,737 | +985 | $10,074 |
| VRSK | 42,737 | +985 | $10,074 |
| ISHARES BIOTECHNOLOGY ETF (IBB) |
72,932 | +870 | $10,008 |
| IBB | 72,932 | +870 | $10,008 |
| REPUBLIC SERVICES INC |
52,274 | -4,600 | $10,007 |
| RSG | 52,274 | -4,600 | $10,007 |
| JPMORGAN ULTRA SHORT MUNICIPAL |
181,911 | -355 | $9,230 |
| JMST | 181,911 | -355 | $9,230 |
| ALPHABET INC |
60,450 | -1,957 | $9,124 |
| GOOGL | 60,450 | -1,957 | $9,124 |
| JOHNSON & JOHNSON |
57,408 | -3,030 | $9,081 |
| JNJ | 57,408 | -3,030 | $9,081 |
| CONSTELLATION BRANDS INC |
33,217 | +2,226 | $9,027 |
| STZ | 33,217 | +2,226 | $9,027 |
| JPMORGAN DIVERSIFIED RETURN US |
87,745 | +340 | $8,699 |
| JPME | 87,745 | +340 | $8,699 |
| VULCAN MATERIALS CO |
31,757 | -1,639 | $8,667 |
| VMC | 31,757 | -1,639 | $8,667 |
See Full List: All Stocks Held By Appleton Partners Inc. MA
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Appleton Partners Inc. MA
|
Size ($ in 1000's)
At 03/31/2024: $1,288,411 At 12/31/2023: $1,240,046 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 |
