HoldingsChannel.com
Appleton Partners Inc. MA Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
JP MORGAN EXCHANGE TRADED FD U (JPST) 698,292 +19,325 $35,187
     JPST698,292+19,325$35,187
APPLE INC COM 147,705 +1,833 $29,234
     AAPL147,705+1,833$29,234
GOLDMAN SACHS ETF TR EQUITY ET (GSLC) 485,675 +28,442 $28,543
     GSLC485,675+28,442$28,543
VISA INC COM CL A 135,872 -1,965 $23,581
     V135,872-1,965$23,581
SCHWAB STRATEGIC TR US LRG CAP 268,145 +38,717 $18,821
     SCHX268,145+38,717$18,821
HOME DEPOT INC COM 88,824 +771 $18,473
     HD88,824+771$18,473
JPMORGAN CHASE & CO COM 159,611 -5,445 $17,845
     JPM159,611-5,445$17,845
AMAZON COM INC COM 9,174 +311 $17,372
     AMZN9,174+311$17,372
THERMO FISHER SCIENTIFIC INC C 53,610 +1,642 $15,744
     TMO53,610+1,642$15,744
MICROSOFT CORP COM 109,539 +985 $14,674
     MSFT109,539+985$14,674
SPDR S&P 500 ETF TR TR UNIT (SPY) 49,507 +781 $14,506
     SPY49,507+781$14,506
AMERICAN TOWER CORP NEW COM 65,630 -241 $13,418
     AMT65,630-241$13,418
GOLDMAN SACHS ETF TR ACTIVEBET (GSIE) 411,777 +44,715 $11,810
     GSIE411,777+44,715$11,810
PEPSICO INC COM 87,637 +4,231 $11,492
     PEP87,637+4,231$11,492
SPDR SERIES TRUST BLOMBERG BRC (FLRN) 371,399 -33,470 $11,413
     FLRN371,399-33,470$11,413
INTUIT COM 42,149 +540 $11,015
     INTU42,149+540$11,015
LOCKHEED MARTIN CORP COM 29,523 +196 $10,733
     LMT29,523+196$10,733
JOHNSON & JOHNSON COM 73,976 +1,508 $10,303
     JNJ73,976+1,508$10,303
SCHWAB STRATEGIC TR INTL EQTY 314,878 +48,485 $10,104
     SCHF314,878+48,485$10,104
BANK AMER CORP COM 338,817 +5,698 $9,826
     BAC338,817+5,698$9,826
ZOETIS INC CL A 85,973 +713 $9,757
     ZTS85,973+713$9,757
INTERCONTINENTAL EXCHANGE INC (ICE) 109,651 +3,174 $9,423
     ICE109,651+3,174$9,423
COSTCO WHSL CORP NEW COM 35,626 +1,075 $9,415
     COST35,626+1,075$9,415
PROCTER AND GAMBLE CO COM 84,292 +1,682 $9,243
     PG84,292+1,682$9,243
UNITEDHEALTH GROUP INC COM 37,213 -719 $9,080
     UNH37,213-719$9,080
ADOBE INC COM 28,122 +1,079 $8,286
     ADBE28,122+1,079$8,286
SPDR INDEX SHS FDS MSCI EMRG M (QEMM) 135,906 +10,639 $8,067
     QEMM135,906+10,639$8,067
SHERWIN WILLIAMS CO COM 17,522 +435 $8,030
     SHW17,522+435$8,030
CONSTELLATION BRANDS INC CL A 39,750 +1,795 $7,828
     STZ39,750+1,795$7,828
MEDTRONIC PLC SHS 79,220 +1,090 $7,715
     MDT79,220+1,090$7,715
ROPER TECHNOLOGIES INC COM 19,740 -265 $7,230
     ROP19,740-265$7,230
TJX COS INC NEW COM 134,877 -556 $7,132
     TJX134,877-556$7,132
PAYPAL HLDGS INC COM 59,645 -199 $6,827
     PYPL59,645-199$6,827
ALPHABET INC CAP STK CL C 6,145 +460 $6,642
     GOOG6,145+460$6,642
MCDONALDS CORP COM 30,818 +417 $6,400
     MCD30,818+417$6,400
DISNEY WALT CO COM DISNEY 45,126 +13,730 $6,301
     DIS45,126+13,730$6,301
VERIZON COMMUNICATIONS INC COM 104,411 +5,643 $5,965
     VZ104,411+5,643$5,965
ISHARES TR NASDAQ BIOTECH (IBB) 54,314 +220 $5,926
     IBB54,314+220$5,926
ISHARES TR RUSSELL 2000 ETF (IWM) 37,388 -50 $5,814
     IWM37,388-50$5,814
ACCENTURE PLC IRELAND SHS CLAS 31,276 -878 $5,779
     ACN31,276-878$5,779
SVB FINL GROUP COM 25,715 +1,543 $5,775
     SIVB25,715+1,543$5,775
ETF MANAGERS TR PRIME CYBR SCR (HACK) 129,977 +8,025 $5,169
     HACK129,977+8,025$5,169
XYLEM INC COM 61,224 +4,565 $5,121
     XYL61,224+4,565$5,121
EXXON MOBIL CORP COM 63,223 -664 $4,845
     XOM63,223-664$4,845
JP MORGAN EXCHANGE TRADED FD D (JPME) 71,345 +7,852 $4,741
     JPME71,345+7,852$4,741
CISCO SYS INC COM 85,110 +3,626 $4,658
     CSCO85,110+3,626$4,658
VERISIGN INC COM 22,168 -10 $4,637
     VRSN22,168-10$4,637
BROADCOM INC COM 15,780 +344 $4,543
     AVGO15,780+344$4,543
NETFLIX INC COM 12,342 +100 $4,533
     NFLX12,342+100$4,533
ALPHABET INC CAP STK CL A 4,161 -21 $4,505
     GOOGL4,161-21$4,505

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 06/30/2019: $809,102
At 03/31/2019: $754,452

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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