HoldingsChannel.com
All Stocks Held By Appleton Partners Inc. MA
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
ABBVIE INC COM 54,673 -850 $4,841
     ABBV54,673-850$4,841
SCHWAB STRATEGIC TR US SML CAP 63,288 +1,564 $4,787
     SCHA63,288+1,564$4,787
AT&T INC COM 119,852 +9,828 $4,684
     T119,852+9,828$4,684
FISERV INC COM 40,009 +1,846 $4,626
     FISV40,009+1,846$4,626
BROOKFIELD ASSET MGMT INC CL A 78,711 +7,247 $4,549
     BAM78,711+7,247$4,549
JP MORGAN EXCHANGE TRADED FD D (JPSE) 131,309 +1,941 $4,277
     JPSE131,309+1,941$4,277
EXXON MOBIL CORP COM 59,330 -3,298 $4,140
     XOM59,330-3,298$4,140
ISHARES TR CORE INTL AGGR (IAGG) 73,871 +998 $4,047
     IAGG73,871+998$4,047
INVESCO EXCHANGE TRADED FD TR (PGF) 214,417 +1,410 $4,046
     PGF214,417+1,410$4,046
STRYKER CORP COM 19,274 +3,342 $4,046
     SYK19,274+3,342$4,046
SPDR SERIES TRUST PORTFOLIO IN (SPIB) 111,018 +8,405 $3,920
     SPIB111,018+8,405$3,920
MERCK & CO INC COM 43,069 -1,493 $3,917
     MRK43,069-1,493$3,917
SPDR SERIES TRUST PORTFOLIO AG (SPAB) 131,783 +8,602 $3,872
     SPAB131,783+8,602$3,872
NETFLIX INC COM 11,963 -668 $3,871
     NFLX11,963-668$3,871
VERISIGN INC COM 20,081 -537 $3,869
     VRSN20,081-537$3,869
GOLDMAN SACHS GROUP INC COM 16,389 -252 $3,768
     GS16,389-252$3,768
CISCO SYS INC COM 78,116 -6,885 $3,746
     CSCO78,116-6,885$3,746
EDWARDS LIFESCIENCES CORP COM 15,319 +310 $3,574
     EW15,319+310$3,574
ELECTRONIC ARTS INC COM 32,957 +559 $3,543
     EA32,957+559$3,543
SCHWAB STRATEGIC TR US REIT ET 75,030 +342 $3,448
     SCHH75,030+342$3,448
VALERO ENERGY CORP NEW COM 36,645 -835 $3,432
     VLO36,645-835$3,432
ISHARES TR MSCI EAFE ETF (EFA) 47,445 -730 $3,295
     EFA47,445-730$3,295
FIRST TR EXCHANGE TRADED FD IV (EMLP) 123,127 +84 $3,138
     EMLP123,127+84$3,138
CME GROUP INC COM 15,555 +266 $3,122
     CME15,555+266$3,122
CSX CORP COM 42,785 -3,167 $3,096
     CSX42,785-3,167$3,096
REPUBLIC SVCS INC COM 34,474 +3,681 $3,090
     RSG34,474+3,681$3,090
VANGUARD TAX MANAGED INTL FD F (VEA) 70,119 -78 $3,089
     VEA70,119-78$3,089
LINCOLN NATL CORP IND COM 51,291 +51,291 $3,027
     LNC51,291+51,291$3,027
AMERICOLD RLTY TR COM 86,111 +61,436 $3,019
     COLD86,111+61,436$3,019
FACEBOOK INC CL A 14,541 +650 $2,985
     FB14,541+650$2,985
CROWN CASTLE INTL CORP NEW COM 20,820 +211 $2,960
     CCI20,820+211$2,960
BERKSHIRE HATHAWAY INC DEL CL      $2,957
     BRK.B13,054+363$2,957
MONSTER BEVERAGE CORP NEW COM 46,107 +1,551 $2,930
     MNST46,107+1,551$2,930
ACTIVISION BLIZZARD INC COM 49,214 +11,124 $2,924
     ATVI49,214+11,124$2,924
BOOKING HLDGS INC COM 1,376 -20 $2,826
     BKNG1,376-20$2,826
ISHARES INC CORE MSCI EMKT (IEMG) 52,162 -680 $2,804
     IEMG52,162-680$2,804
MONDELEZ INTL INC CL A 50,902 -2,860 $2,804
     MDLZ50,902-2,860$2,804
SELECT SECTOR SPDR TR ENERGY (XLE) 45,592 -3,454 $2,737
     XLE45,592-3,454$2,737
UNION PACIFIC CORP COM 14,792 -50 $2,674
     UNP14,792-50$2,674
FEDERATED INVS INC PA CL B 78,255 -250 $2,550
     FII78,255-250$2,550
THE CHARLES SCHWAB CORPORATION 53,007 -17,193 $2,521
     SCHW53,007-17,193$2,521
SYSCO CORP COM 28,647 +215 $2,450
     SYY28,647+215$2,450
INTEL CORP COM 40,579 +271 $2,429
     INTC40,579+271$2,429
ILLUMINA INC COM 7,303 -8 $2,423
     ILMN7,303-8$2,423
NXP SEMICONDUCTORS N V COM 18,822 -2,517 $2,395
     NXPI18,822-2,517$2,395
LAMAR ADVERTISING CO NEW CL A 26,469 +6,649 $2,363
     LAMR26,469+6,649$2,363
CITIGROUP INC COM NEW 29,371 +67 $2,346
     C29,371+67$2,346
TEXAS INSTRS INC COM 18,273 -724 $2,344
     TXN18,273-724$2,344
D R HORTON INC COM 43,582 +4,360 $2,299
     DHI43,582+4,360$2,299
WABTEC CORP COM 29,203 -1,258 $2,272
     WAB29,203-1,258$2,272
SELECT SECTOR SPDR TR SBI INT (XLU) 34,376 +361 $2,221
     XLU34,376+361$2,221
IQVIA HLDGS INC COM 13,909 +705 $2,149
     IQV13,909+705$2,149
ABBOTT LABS COM 24,407 -182 $2,120
     ABT24,407-182$2,120
VANGUARD INDEX FDS MID CAP ETF (VO) 11,840 -62 $2,110
     VO11,840-62$2,110
VULCAN MATLS CO COM 14,636 +5,231 $2,107
     VMC14,636+5,231$2,107
GRANITESHARES ETF TR BBG COMMD (COMB) 86,517 +2,184 $2,095
     COMB86,517+2,184$2,095
VERTEX PHARMACEUTICALS COM 9,342 +807 $2,045
     VRTX9,342+807$2,045
ISHARES TR RUS MID CAP ETF (IWR) 33,951 -268 $2,024
     IWR33,951-268$2,024
ISHARES TR CORE S&P500 ETF (IVV) 6,249 UNCH $2,020
     IVV6,249UNCH$2,020
TE CONNECTIVITY LTD REG SHS 21,075 -275 $2,020
     TEL21,075-275$2,020
VANGUARD INTL EQUITY INDEX FD (VEU) 37,140 -565 $1,996
     VEU37,140-565$1,996
ECOLAB INC COM 9,883 -315 $1,907
     ECL9,883-315$1,907
MORGAN STANLEY COM NEW 37,125 +154 $1,898
     MS37,125+154$1,898
SPDR SERIES TRUST BLOOMBERG BR (JNK) 16,945 +654 $1,856
     JNK16,945+654$1,856
JP MORGAN EXCHANGE TRADED FD D (JPHF) 76,896 +438 $1,817
     JPHF76,896+438$1,817
NORTHROP GRUMMAN CORP COM 5,180 +256 $1,782
     NOC5,180+256$1,782
PAYCHEX INC COM 20,653 +483 $1,757
     PAYX20,653+483$1,757
VAIL RESORTS INC COM 7,320 +1,142 $1,756
     MTN7,320+1,142$1,756
AUTOMATIC DATA PROCESSING INC 10,249 +1,651 $1,747
     ADP10,249+1,651$1,747
WELLS FARGO CO NEW COM 32,340 -347 $1,740
     WFC32,340-347$1,740
ISHARES TR MIN VOL EAFE ETF (EFAV) 22,917 -1,361 $1,708
     EFAV22,917-1,361$1,708
MASTERCARD INC CL A 5,431 -27 $1,622
     MA5,431-27$1,622
CHUBB LIMITED COM 10,320 +2,731 $1,606
     CB10,320+2,731$1,606
T MOBILE US INC COM 19,863 +3,210 $1,558
     TMUS19,863+3,210$1,558
ISHARES TR CORE US AGGBD ET (AGG) 13,846 -3,623 $1,556
     AGG13,846-3,623$1,556
ISHARES TR MSCI EMG MKT ETF (EEM) 34,189 -210 $1,534
     EEM34,189-210$1,534
NORTHERN TR CORP COM 14,196 -700 $1,508
     NTRS14,196-700$1,508
EOG RES INC COM 17,179 -4,307 $1,439
     EOG17,179-4,307$1,439
SCOTTS MIRACLE GRO CO CL A 13,465 -68 $1,430
     SMG13,465-68$1,430
COLGATE PALMOLIVE CO COM 20,536 +201 $1,414
     CL20,536+201$1,414
INTERNATIONAL BUSINESS MACHS C 10,415 +2,365 $1,396
     IBM10,415+2,365$1,396
3M CO COM 7,789 -2,633 $1,374
     MMM7,789-2,633$1,374
MGM RESORTS INTERNATIONAL COM 41,011 +5,150 $1,364
     MGM41,011+5,150$1,364
ALBEMARLE CORP COM 18,504 -481 $1,352
     ALB18,504-481$1,352
PFIZER INC COM 34,367 -3,532 $1,347
     PFE34,367-3,532$1,347
JP MORGAN EXCHANGE TRADED FD D (JPIN) 23,402 -3,368 $1,336
     JPIN23,402-3,368$1,336
AMPHENOL CORP NEW CL A 12,267 -125 $1,328
     APH12,267-125$1,328
EQUINIX INC COM 2,202 +844 $1,285
     EQIX2,202+844$1,285
VANGUARD WORLD FDS COMM SRVC E (VOX) 13,260 UNCH $1,246
     VOX13,260UNCH$1,246
INVESCO EXCHNG TRADED FD TR II (BKLN) 54,440 +2,502 $1,242
     BKLN54,440+2,502$1,242
COCA COLA CO COM 22,374 -845 $1,238
     KO22,374-845$1,238
SCHLUMBERGER LTD COM 30,489 -5,315 $1,226
     SLB30,489-5,315$1,226
BOEING CO COM 3,724 +1,683 $1,213
     BA3,724+1,683$1,213
DOW INC COM 20,184 -702 $1,105
     DOW20,184-702$1,105
RAYTHEON CO COM NEW 4,963 -1,815 $1,091
     RTN4,963-1,815$1,091
S&P GLOBAL INC COM 3,933 -243 $1,074
     SPGI3,933-243$1,074
DANAHER CORPORATION COM 6,804 +75 $1,044
     DHR6,804+75$1,044
NIKE INC CL B 9,981 +495 $1,011
     NKE9,981+495$1,011
DOMINOS PIZZA INC COM 3,335 -125 $980
     DPZ3,335-125$980
SYNCHRONY FINL COM 26,882 +7,662 $968
     SYF26,882+7,662$968
BRISTOL MYERS SQUIBB CO COM 14,619 +3,745 $938
     BMY14,619+3,745$938
CHEVRON CORP NEW COM 7,725 UNCH $931
     CVX7,725UNCH$931
HONEYWELL INTL INC COM 5,043 -582 $893
     HON5,043-582$893
ISHARES TR CORE S&P MCP ETF (IJH) 4,313 +66 $888
     IJH4,313+66$888
SENSATA TECHNOLOGIES HLDNG PLC 16,100 -1,996 $867
     ST16,100-1,996$867
VANGUARD INDEX FDS REAL ESTATE (VNQ) 9,286 -467 $862
     VNQ9,286-467$862
VANGUARD INTL EQUITY INDEX FD (VWO) 18,785 +231 $835
     VWO18,785+231$835
ISHARES TR RUS 2000 GRW ETF (IWO) 3,754 UNCH $804
     IWO3,754UNCH$804
SIRIUS XM HLDGS INC COM 112,000 +112,000 $801
     SIRI112,000+112,000$801
GENERAL ELECTRIC CO COM 71,721 +57 $800
     GE71,721+57$800
OKTA INC CL A 6,762 UNCH $780
     OKTA6,762UNCH$780
NEXTERA ENERGY INC COM 3,032 -10 $734
     NEE3,032-10$734
CHURCH & DWIGHT INC COM 10,252 +250 $721
     CHD10,252+250$721
TREX CO INC COM 8,000 +8,000 $719
     TREX8,000+8,000$719
COMCAST CORP NEW CL A 15,444 -35 $694
     CMCSA15,444-35$694
CARLISLE COS INC COM 4,090 +1,099 $662
     CSL4,090+1,099$662
EBAY INC COM 17,991 -1,045 $650
     EBAY17,991-1,045$650
SPDR S&P MIDCAP 400 ETF TR UTS (MDY) 1,731 -14 $650
     MDY1,731-14$650
AMERIPRISE FINL INC COM 3,873 UNCH $645
     AMP3,873UNCH$645
SPDR SERIES TRUST S&P DIVID ET (SDY) 5,971 -480 $642
     SDY5,971-480$642
ISHARES TR RUS 2000 VAL ETF (IWN) 4,942 -62 $635
     IWN4,942-62$635
ISHARES TR RUS MD CP GR ETF (IWP) 4,139 UNCH $632
     IWP4,139UNCH$632
LILLY ELI & CO COM 4,806 -518 $632
     LLY4,806-518$632
DEERE & CO COM 3,641 -2,399 $631
     DE3,641-2,399$631
ILLINOIS TOOL WKS INC COM 3,498 -95 $628
     ITW3,498-95$628
WASTE MGMT INC DEL COM 5,500 +106 $627
     WM5,500+106$627
SCHWAB STRATEGIC TR US AGGREGA 11,618 -1,700 $621
     SCHZ11,618-1,700$621
CF INDS HLDGS INC COM 12,945 -1,450 $618
     CF12,945-1,450$618
V F CORP COM 6,163 -161 $614
     VFC6,163-161$614
AIR PRODS & CHEMS INC COM 2,560 UNCH $602
     APD2,560UNCH$602
WALMART INC COM 4,935 +1,247 $586
     WMT4,935+1,247$586
WEYERHAEUSER CO COM 19,381 +445 $585
     WY19,381+445$585
VANGUARD GROUP DIV APP ETF (VIG) 4,672 +73 $582
     VIG4,672+73$582
APTIV PLC SHS 6,110 -90 $580
     APTV6,110-90$580
SPDR GOLD TRUST (GLD) 4,000 -953 $572
     GLD4,000-953$572
ISHARES TR RUS 1000 GRW ETF (IWF) 3,185 UNCH $560
     IWF3,185UNCH$560
APPLIED MATLS INC COM 9,145 +2,350 $558
     AMAT9,145+2,350$558
DUPONT DE NEMOURS INC COM 8,552 -1,584 $549
     DD8,552-1,584$549
EVERI HLDGS INC COM      $545
     EVRI20,880+20,880$280
     COM71,575+71,575$265
TARGET CORP COM 4,079 UNCH $523
     TGT4,079UNCH$523
BIOMARIN PHARMACEUTICAL INC CO 6,140 +515 $519
     BMRN6,140+515$519
LINDE PLC SHS 2,414 -425 $514
     LIN2,414-425$514
PNC FINL SVCS GROUP INC COM 3,220 -350 $514
     PNC3,220-350$514
VANGUARD WHITEHALL FDS INC HIG (VYM) 5,468 UNCH $512
     VYM5,468UNCH$512
ISHARES TR MSCI MIN VOL ETF (USMV) 7,780 -730 $510
     USMV7,780-730$510
NVIDIA CORP COM 2,155 +225 $507
     NVDA2,155+225$507
CLOROX CO DEL COM 3,198 -115 $491
     CLX3,198-115$491
SELECT SECTOR SPDR TR TECHNOLO (XLK) 5,271 UNCH $483
     XLK5,271UNCH$483
L3HARRIS TECHNOLOGIES INC COM 2,420 +2,420 $479
     LHX2,420+2,420$479
INVESCO QQQ TR UNIT SER 1 2,234 -46 $475
     QQQ2,234-46$475
AKAMAI TECHNOLOGIES COM 5,463 -78 $472
     AKAM5,463-78$472
ARCHER DANIELS MIDLAND CO COM 10,087 -50 $468
     ADM10,087-50$468
WEC ENERGY GROUP INC COM 5,072 UNCH $468
     WEC5,072UNCH$468
SPDR SERIES TRUST S&P 400 MDCP (MDYV) 8,445 -61 $463
     MDYV8,445-61$463
NOVARTIS A G SPONSORED ADR 4,855 -348 $460
     NVS4,855-348$460
PPG INDS INC COM 3,377 +154 $451
     PPG3,377+154$451
SPDR INDEX SHS FDS EURO STOXX (FEZ) 10,910 UNCH $445
     FEZ10,910UNCH$445
SPDR SERIES TRUST SSGA US SMAL (SMLV) 4,448 -315 $445
     SMLV4,448-315$445
PRUDENTIAL FINL INC COM 4,726 UNCH $443
     PRU4,726UNCH$443
SPDR SERIES TRUST S&P OILGAS E (XOP) 18,638 +7,858 $442
     XOP18,638+7,858$442
ISHARES TR SELECT DIVID ETF (DVY) 4,044 -194 $427
     DVY4,044-194$427
BROADRIDGE FINL SOLUTIONS INC 3,374 +400 $417
     BR3,374+400$417
ISHARES TR S&P 500 VAL ETF (IVE) 3,186 UNCH $414
     IVE3,186UNCH$414
TRAVELERS COMPANIES INC COM 2,984 +139 $409
     TRV2,984+139$409
FIRST TR EXCHANGE TRADED FD US (FPX) 5,025 UNCH $404
     FPX5,025UNCH$404
LOWES COS INC COM 3,346 +1,000 $401
     LOW3,346+1,000$401
WORKDAY INC CL A 2,378 -125 $391
     WDAY2,378-125$391
AMERICAN EXPRESS CO COM 3,090 -287 $385
     AXP3,090-287$385
DIGITAL RLTY TR INC COM 3,162 UNCH $379
     DLR3,162UNCH$379
CONOCOPHILLIPS COM 5,712 -245 $371
     COP5,712-245$371
RLI CORP COM 4,125 UNCH $371
     RLI4,125UNCH$371
ISHARES TR S&P MC 400VL ETF (IJJ) 2,115 -25 $361
     IJJ2,115-25$361
CATERPILLAR INC DEL COM 2,336 -15 $345
     CAT2,336-15$345
CLEAN HARBORS INC COM 4,000 +4,000 $343
     CLH4,000+4,000$343
BECTON DICKINSON & CO COM 1,245 +19 $339
     BDX1,245+19$339
SERVICENOW INC COM 1,200 UNCH $339
     NOW1,200UNCH$339
LABORATORY CORP AMER HLDGS COM 2,000 +2,000 $338
     LH2,000+2,000$338
SCHWAB STRATEGIC TR SHT TM US 6,700 UNCH $338
     SCHO6,700UNCH$338
ISHARES TR CORE S&P US VLU (IUSV) 5,250 UNCH $331
     IUSV5,250UNCH$331
VANGUARD INDEX FDS SMALL CP ET (VB) 1,985 UNCH $329
     VB1,985UNCH$329
GENERAL MLS INC COM 6,118 -27 $328
     GIS6,118-27$328
SPDR DOW JONES INDL AVRG ETF U (DIA) 1,145 UNCH $326
     DIA1,145UNCH$326
SALESFORCE COM INC COM 1,981 -65 $322
     CRM1,981-65$322
CONSOLIDATED EDISON INC COM 3,536 UNCH $320
     ED3,536UNCH$320
SOUTHERN CO COM 5,030 +150 $320
     SO5,030+150$320
VANGUARD INDEX FDS S&P 500 ETF (VOO) 1,062 +1,062 $314
     VOO1,062+1,062$314
ZIMMER BIOMET HLDGS INC COM 2,074 +2,074 $310
     ZBH2,074+2,074$310
ETF MANAGERS TR ETHO CLIMATE L (ETHO) 7,235 UNCH $309
     ETHO7,235UNCH$309
ISHARES TR CORE MSCI EAFE (IEFA) 4,720 -45 $308
     IEFA4,720-45$308
SCHWAB STRATEGIC TR SCHWB FDT 10,628 UNCH $307
     FNDF10,628UNCH$307
ISHARES TR RUSSELL 3000 ETF (IWV) 1,623 UNCH $306
     IWV1,623UNCH$306
STANLEY BLACK & DECKER INC COM 1,835 -200 $304
     SWK1,835-200$304
ISHARES TR RUS MDCP VAL ETF (IWS) 3,120 UNCH $296
     IWS3,120UNCH$296
BIOGEN INC COM 983 +983 $292
     BIIB983+983$292
VANGUARD INDEX FDS SM CP VAL E (VBR) 2,127 -26 $292
     VBR2,127-26$292
ISHARES TR CORE HIGH DV ETF (HDV) 2,970 UNCH $291
     HDV2,970UNCH$291
INGERSOLL RAND PLC SHS 2,182 UNCH $290
     IR2,182UNCH$290
BRIGHT HORIZONS FAM SOL IN DEL 1,925 +1,925 $289
     BFAM1,925+1,925$289
STARBUCKS CORP COM 3,291 -469 $289
     SBUX3,291-469$289
W P CAREY INC COM 3,596 UNCH $288
     WPC3,596UNCH$288
CORTEVA INC COM 9,392 -2,018 $278
     CTVA9,392-2,018$278
SPDR SERIES TRUST SPDR S&P 500 (SPYX) 3,530 UNCH $278
     SPYX3,530UNCH$278
INTL FCSTONE INC COM 5,670 +5,670 $277
     INTL5,670+5,670$277
SPDR INDEX SHS FDS MSCI EAFE S (QEFA) 4,125 UNCH $276
     QEFA4,125UNCH$276
NUSHARES ETF TR NUVEEN ESG MID (NUMG) 7,720 UNCH $272
     NUMG7,720UNCH$272
OCADO GROUP PLC SPONSORED ADR 8,020 -825 $272
     COM8,020-825$272
CHENIERE ENERGY INC COM NEW 4,398 +453 $269
     LNG4,398+453$269
VANGUARD INDEX FDS TOTAL STK M (VTI) 1,641 UNCH $269
     VTI1,641UNCH$269
BAXTER INTL INC COM 3,205 +734 $268
     BAX3,205+734$268
SAREPTA THERAPEUTICS INC COM 2,080 +2,080 $268
     SRPT2,080+2,080$268
ORACLE CORP COM 4,951 -500 $262
     ORCL4,951-500$262
DUNKIN BRANDS GROUP INC COM 3,416 UNCH $258
     DNKN3,416UNCH$258
PHILIP MORRIS INTL INC COM 2,961 +148 $252
     PM2,961+148$252
ISHARES TR CORE S&P SCP ETF (IJR) 2,977 UNCH $250
     IJR2,977UNCH$250
SCHWAB STRATEGIC TR US MID CAP 4,121 UNCH $248
     SCHM4,121UNCH$248
SELECT SECTOR SPDR TR SBI CONS (XLY) 1,936 +30 $243
     XLY1,936+30$243
ANTHEM INC COM 801 +801 $242
     ANTM801+801$242
NORFOLK SOUTHERN CORP COM 1,235 UNCH $240
     NSC1,235UNCH$240
SHOPIFY INC CL A 604 +604 $240
     SHOP604+604$240
VANGUARD ADMIRAL FDS INC MIDCP (IVOO) 1,720 UNCH $239
     IVOO1,720UNCH$239
QUINSTREET INC COM 15,500 +15,500 $237
     QNST15,500+15,500$237
SCHWAB STRATEGIC TR US DIVIDEN 4,076 +180 $236
     SCHD4,076+180$236
CVS HEALTH CORP COM 3,151 -137 $234
     CVS3,151-137$234
SELECT SECTOR SPDR TR SBI INT (XLF) 7,553 -70 $232
     XLF7,553-70$232
DUKE ENERGY CORP NEW COM NEW 2,534 +2,534 $231
     DUK2,534+2,534$231
ANHEUSER BUSCH INBEV SA NV SPO 2,785 -3,255 $228
     BUD2,785-3,255$228
ISHARES TR 1 3 YR TREAS BD (SHY) 2,694 -3 $228
     SHY2,694-3$228
ALTRIA GROUP INC COM 4,504 +4,504 $225
     MO4,504+4,504$225
COLUMBIA ETF TR I SUSTANABLE U (ESGS) 7,225 UNCH $222
     ESGS7,225UNCH$222
VANGUARD SCOTTSDALE FDS MORTG (VMBS) 4,165 +4,165 $221
     VMBS4,165+4,165$221
FIRST TR EXCHANGE TRADED FD NA (QCLN) 8,700 +8,700 $217
     QCLN8,700+8,700$217
TIFFANY & CO NEW COM 1,600 +1,600 $214
     TIF1,600+1,600$214
KIMBERLY CLARK CORP COM 1,541 +97 $212
     KMB1,541+97$212
KKR & CO INC CL A 7,200 +7,200 $210
     KKR7,200+7,200$210
ISHARES TR FLTG RATE NT ETF (FLOT) 4,050 UNCH $206
     FLOT4,050UNCH$206
VANGUARD INDEX FDS GROWTH ETF (VUG) 1,100 +1,100 $200
     VUG1,100+1,100$200
GEELY AUTOMOTIVE HLDGS LTD SHS 10,500 +10,500 $21
     COM10,500+10,500$21
CHINA SOLAR & CLEAN ENERGY SOL 20,000 UNCH <$1
     COM20,000UNCH$0
DNIB UNWIND INC 10,100 +0 $0
     COM10,100UNCH$0
AC IMMUNE SA SHS $0 (exited)
     ACIU0-11,525$0
BROOKDALE SR LIVING INC COM $0 (exited)
     BKD0-49,710$0
BLACKROCK INC COM $0 (exited)
     BLK0-1,294$0
CARNIVAL CORP PAIRED CTF $0 (exited)
     CCL0-10,632$0
CLEAR CHANNEL OUTDOOR HLDGS IN $0 (exited)
     CCO0-39,490$0
CELGENE CORP COM $0 (exited)
     CELG0-6,496$0
GILEAD SCIENCES INC COM $0 (exited)
     GILD0-7,960$0
GCI LIBERTY INC COM CLASS A $0 (exited)
     GLIBA0-3,595$0
GREEN PLAINS INC COM $0 (exited)
     GPRE0-12,710$0
ISHARES GOLD TRUST ISHARES $0 (exited)
     IAU0-10,281$0
LIONS GATE ENTMNT CORP CL B NO $0 (exited)
     LGF.B0-51,518$0
PIMCO ETF TR ENHAN SHRT MA AC $0 (exited)
     MINT0-2,362$0
INVESCO EXCHNG TRADED FD TR II $0 (exited)
     SPLV0-4,624$0
UNILEVER N V N Y SHS NEW $0 (exited)
     UN0-3,377$0
SELECT SECTOR SPDR TR SBI HEAL 0 -2,411 $0 (exited)
     XLV0-2,411$0

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

EntityShares/Amount
Change
Position Value
Change
LNC +51,291+$3,027
SIRI +112,000+$801
TREX +8,000+$719
EVRI +92,455+$545
LHX +2,420+$479
CLH +4,000+$343
LH +2,000+$338
VOO +1,062+$314
ZBH +2,074+$310
BIIB +983+$292
EntityShares/Amount
Change
Position Value
Change
CELG -6,496-$645
BLK -1,294-$577
GILD -7,960-$505
CCL -10,632-$465
LGF -51,518-$450
BKD -49,710-$377
SPLV -4,624-$268
MINT -2,362-$240
GLIBA -3,595-$223
XLV -2,411-$217
EntityShares/Amount
Change
Position Value
Change
COLD +61,436+$2,104
SCHX +20,291+$3,311
SCHF +17,667+$1,215
ATVI +11,124+$908
T +9,828+$521
DIS +9,502+$2,138
SPAB +8,602+$221
SPIB +8,405+$300
GSIE +8,398+$1,100
XOP +7,858+$201
EntityShares/Amount
Change
Position Value
Change
JPST -63,944-$3,222
FLRN -46,021-$1,425
SCHW -17,193-$415
CSCO -6,885-$454
SLB -5,315+$3
EOG -4,307-$156
STZ -3,850-$1,455
AGG -3,623-$421
PFE -3,532-$15
Size ($ 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

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