HoldingsChannel.com
Appleton Partners Inc. MA Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC COM 152,510 +5,869 $44,784
     AAPL152,510+5,869$44,784
GOLDMAN SACHS ETF TR EQUITY ET (GSLC) 495,426 +3,312 $32,039
     GSLC495,426+3,312$32,039
JP MORGAN EXCHANGE TRADED FD U (JPST) 594,276 -63,944 $29,969
     JPST594,276-63,944$29,969
VISA INC COM CL A 135,489 -525 $25,458
     V135,489-525$25,458
SCHWAB STRATEGIC TR US LRG CAP 318,303 +20,291 $24,449
     SCHX318,303+20,291$24,449
JPMORGAN CHASE & CO COM 161,265 +2,255 $22,480
     JPM161,265+2,255$22,480
HOME DEPOT INC COM 90,559 +2,288 $19,776
     HD90,559+2,288$19,776
AMAZON COM INC COM 10,688 +1,171 $19,750
     AMZN10,688+1,171$19,750
THERMO FISHER SCIENTIFIC INC C 54,758 +616 $17,789
     TMO54,758+616$17,789
MICROSOFT CORP COM 112,414 +1,839 $17,728
     MSFT112,414+1,839$17,728
SPDR S&P 500 ETF TR TR UNIT (SPY) 46,220 -2,000 $14,876
     SPY46,220-2,000$14,876
AMERICAN TOWER CORP NEW COM 63,409 -2,952 $14,573
     AMT63,409-2,952$14,573
GOLDMAN SACHS ETF TR ACTIVEBET (GSIE) 440,339 +8,398 $13,320
     GSIE440,339+8,398$13,320
BANK AMER CORP COM 357,879 +6,333 $12,604
     BAC357,879+6,333$12,604
SCHWAB STRATEGIC TR INTL EQTY 368,229 +17,667 $12,384
     SCHF368,229+17,667$12,384
ZOETIS INC CL A 92,261 +5,527 $12,211
     ZTS92,261+5,527$12,211
PEPSICO INC COM 88,085 -317 $12,039
     PEP88,085-317$12,039
LOCKHEED MARTIN CORP COM 30,255 +719 $11,781
     LMT30,255+719$11,781
INTUIT COM 43,933 +800 $11,507
     INTU43,933+800$11,507
JOHNSON & JOHNSON COM 77,474 +2,615 $11,301
     JNJ77,474+2,615$11,301
UNITEDHEALTH GROUP INC COM 37,211 +164 $10,939
     UNH37,211+164$10,939
INTERCONTINENTAL EXCHANGE INC (ICE) 114,333 +2,306 $10,582
     ICE114,333+2,306$10,582
PROCTER & GAMBLE CO COM 84,391 +624 $10,540
     PG84,391+624$10,540
ALPHABET INC CAP STK CL C 7,851 +1,278 $10,497
     GOOG7,851+1,278$10,497
SHERWIN WILLIAMS CO COM 17,645 -13 $10,297
     SHW17,645-13$10,297
COSTCO WHSL CORP NEW COM 34,214 -140 $10,056
     COST34,214-140$10,056
ADOBE INC COM 29,599 +407 $9,762
     ADBE29,599+407$9,762
SPDR SERIES TRUST BLOMBERG BRC (FLRN) 299,350 -46,021 $9,199
     FLRN299,350-46,021$9,199
MEDTRONIC PLC SHS 80,775 +1,264 $9,164
     MDT80,775+1,264$9,164
DISNEY WALT CO COM DISNEY 62,864 +9,502 $9,092
     DIS62,864+9,502$9,092
SPDR INDEX SHS FDS MSCI EMRG M (QEMM) 143,933 +2,374 $8,755
     QEMM143,933+2,374$8,755
TJX COS INC NEW COM 130,643 -2,459 $7,977
     TJX130,643-2,459$7,977
CONSTELLATION BRANDS INC CL A 37,510 -3,850 $7,118
     STZ37,510-3,850$7,118
ALPHABET INC CAP STK CL A 5,109 +969 $6,843
     GOOGL5,109+969$6,843
ROPER TECHNOLOGIES INC COM 19,287 -96 $6,832
     ROP19,287-96$6,832
SVB FINL GROUP COM 27,142 +503 $6,814
     SIVB27,142+503$6,814
ACCENTURE PLC IRELAND SHS CLAS 31,106 -47 $6,550
     ACN31,106-47$6,550
VERIZON COMMUNICATIONS INC COM 106,275 +1,845 $6,525
     VZ106,275+1,845$6,525
PAYPAL HLDGS INC COM 59,446 +841 $6,430
     PYPL59,446+841$6,430
AMGEN INC COM 26,591 +2,925 $6,410
     AMGN26,591+2,925$6,410
ISHARES TR NASDAQ BIOTECH (IBB) 52,762 -640 $6,358
     IBB52,762-640$6,358
MCDONALDS CORP COM 31,641 +1,460 $6,253
     MCD31,641+1,460$6,253
BROADCOM INC COM 18,585 +623 $5,873
     AVGO18,585+623$5,873
ETF MANAGERS TR PRIME CYBR SCR (HACK) 140,782 +5,361 $5,845
     HACK140,782+5,361$5,845
ISHARES TR RUSSELL 2000 ETF (IWM) 34,832 -1,783 $5,771
     IWM34,832-1,783$5,771
XYLEM INC COM 70,466 +4,806 $5,552
     XYL70,466+4,806$5,552
JP MORGAN EXCHANGE TRADED FD D (JPME) 75,780 +1,158 $5,353
     JPME75,780+1,158$5,353
UNITED TECHNOLOGIES CORP COM 35,575 +2,747 $5,328
     UTX35,575+2,747$5,328
LAUDER ESTEE COS INC CL A 24,561 +3,280 $5,073
     EL24,561+3,280$5,073
PALO ALTO NETWORKS INC COM 21,005 -301 $4,857
     PANW21,005-301$4,857

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 12/31/2019: $910,362
At 09/30/2019: $828,338

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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