$495 Million is the total value of APPLETON PARTNERS INC/MA's 209 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 10.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC COM | $20,873,000 | -3.4% | 180,216 | -5.7% | 4.22% | +3.7% |
| JPM | Sell | JPMORGAN CHASE & CO COM | $14,379,000 | +22.8% | 166,641 | -5.2% | 2.91% | +31.7% |
| HD | Sell | HOME DEPOT INC COM | $13,368,000 | -2.2% | 99,698 | -6.1% | 2.70% | +4.9% |
| V | Sell | VISA INC COM CL A | $12,730,000 | -11.3% | 163,159 | -6.0% | 2.57% | -4.9% |
| Sell | SERIES PORTFOLIOS TR APPLETONmutual fund | $8,970,000 | -7.3% | 931,507 | -1.8% | 1.81% | -0.5% | |
| FB | Sell | FACEBOOK INC CL A | $8,966,000 | -16.3% | 77,932 | -6.7% | 1.81% | -10.2% |
| PEP | Sell | PEPSICO INC COM | $8,498,000 | -10.7% | 81,222 | -7.2% | 1.72% | -4.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC C | $8,466,000 | -16.1% | 60,002 | -5.5% | 1.71% | -10.0% |
| GE | Sell | GENERAL ELECTRIC CO COM | $8,415,000 | +2.3% | 266,282 | -4.1% | 1.70% | +9.8% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $8,328,000 | -12.3% | 78,805 | -6.0% | 1.68% | -6.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $8,258,000 | +33.6% | 34,488 | -10.1% | 1.67% | +43.3% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $8,227,000 | -4.7% | 71,411 | -2.3% | 1.66% | +2.2% |
| PYPL | Sell | PAYPAL HLDGS INC COM | $8,002,000 | -8.6% | 202,738 | -5.1% | 1.62% | -2.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $7,934,000 | -1.7% | 148,636 | -4.3% | 1.60% | +5.5% |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $7,672,000 | -1.3% | 30,695 | -5.3% | 1.55% | +5.9% |
| BAC | Sell | BANK AMER CORP COM | $7,540,000 | +41.1% | 341,189 | -0.0% | 1.52% | +51.5% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $7,389,000 | -7.6% | 87,882 | -1.4% | 1.49% | -0.9% |
| WFC | Sell | WELLS FARGO & CO NEW COM | $7,382,000 | +5.4% | 133,959 | -15.3% | 1.49% | +13.0% |
| PANW | Sell | PALO ALTO NETWORKS INC COM | $7,350,000 | -24.2% | 58,774 | -3.4% | 1.48% | -18.7% |
| COST | Sell | COSTCO WHSL CORP NEW COM | $7,171,000 | -3.3% | 44,786 | -7.9% | 1.45% | +3.6% |
| SBUX | Sell | STARBUCKS CORP COM | $6,832,000 | -3.7% | 123,060 | -6.1% | 1.38% | +3.3% |
| XOM | Sell | EXXON MOBIL CORP COM | $6,416,000 | +1.5% | 71,086 | -1.8% | 1.30% | +8.9% |
| MDT | Sell | MEDTRONIC PLC SHS | $6,338,000 | -21.4% | 88,985 | -4.6% | 1.28% | -15.6% |
| WAB | Sell | WABTEC CORP COM | $6,298,000 | -6.8% | 75,866 | -8.4% | 1.27% | -0.1% |
| STZ | Sell | CONSTELLATION BRANDS INC CL A | $6,115,000 | -12.5% | 39,888 | -5.0% | 1.24% | -6.2% |
| MSFT | Sell | MICROSOFT CORP COM | $6,045,000 | +5.9% | 97,281 | -1.9% | 1.22% | +13.6% |
| TJX | Sell | TJX COS INC NEW COM | $5,962,000 | -9.0% | 79,350 | -9.4% | 1.20% | -2.4% |
| ABBV | Sell | ABBVIE INC COM | $5,788,000 | -8.6% | 92,432 | -7.9% | 1.17% | -1.9% |
| HAS | Sell | HASBRO INC COM | $5,555,000 | -9.6% | 71,405 | -7.8% | 1.12% | -2.9% |
| IBB | Sell | ISHARES TR NASDQ BIOTEC ETF | $5,098,000 | -15.0% | 19,209 | -7.3% | 1.03% | -8.8% |
| SHW | Sell | SHERWIN WILLIAMS CO COM | $5,081,000 | -9.3% | 18,905 | -6.6% | 1.03% | -2.7% |
| SLB | Sell | SCHLUMBERGER LTD COM | $5,072,000 | +2.5% | 60,414 | -4.0% | 1.02% | +10.0% |
| KHC | Sell | KRAFT HEINZ CO COM | $5,070,000 | -6.1% | 58,065 | -3.8% | 1.02% | +0.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC COM | $5,041,000 | +12.0% | 31,497 | -2.0% | 1.02% | +20.2% |
| NXPI | Sell | NXP SEMICONDUCTORS N V COM | $5,008,000 | -10.0% | 51,092 | -6.4% | 1.01% | -3.5% |
| ROP | Sell | ROPER TECHNOLOGIES INC COM | $4,683,000 | -4.4% | 25,580 | -4.8% | 0.95% | +2.5% |
| DIS | Sell | DISNEY WALT CO COM DISNEY | $4,621,000 | -29.0% | 44,337 | -36.7% | 0.93% | -23.8% |
| AGN | Sell | ALLERGAN PLC SHS | $4,622,000 | -29.9% | 22,008 | -23.2% | 0.93% | -24.9% |
| ZTS | Sell | ZOETIS INC CL A | $4,580,000 | -6.6% | 85,568 | -9.3% | 0.93% | +0.2% |
| GILD | Sell | GILEAD SCIENCES INC COM | $4,078,000 | -17.1% | 56,944 | -8.4% | 0.82% | -11.1% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLAS | $4,059,000 | -6.0% | 34,653 | -1.9% | 0.82% | +0.9% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $3,873,000 | -1.9% | 5,018 | -1.2% | 0.78% | +5.2% |
| CCL | Sell | CARNIVAL CORP PAIRED CTF | $3,569,000 | +0.6% | 68,555 | -5.7% | 0.72% | +7.8% |
| GOOGL | Sell | ALPHABET INC CAP STK CL A | $3,503,000 | -8.7% | 4,421 | -7.3% | 0.71% | -2.1% |
| MCD | Sell | MCDONALDS CORP COM | $3,485,000 | -2.3% | 28,634 | -7.4% | 0.70% | +4.8% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $3,384,000 | -6.0% | 76,347 | -6.9% | 0.68% | +0.9% |
| VLO | Sell | VALERO ENERGY CORP NEW COM | $3,270,000 | +7.8% | 47,862 | -16.4% | 0.66% | +15.8% |
| MMM | Sell | 3M CO COM | $3,144,000 | -2.9% | 17,606 | -4.2% | 0.64% | +4.1% |
| DD | Sell | DU PONT E I DE NEMOURS & CO CO | $2,864,000 | -2.4% | 39,019 | -11.0% | 0.58% | +4.7% |
| AMGN | Sell | AMGEN INC COM | $2,827,000 | -21.3% | 19,336 | -10.2% | 0.57% | -15.5% |
| C | Sell | CITIGROUP INC COM NEW | $2,724,000 | +14.4% | 45,839 | -9.1% | 0.55% | +22.7% |
| FHI | Sell | FEDERATED INVS INC PA CL B | $2,728,000 | -21.1% | 96,450 | -17.3% | 0.55% | -15.4% |
| VNQ | Sell | VANGUARD INDEX FDS REIT ETF | $2,722,000 | -12.4% | 32,985 | -7.9% | 0.55% | -6.0% |
| EOG | Sell | EOG RES INC COM | $2,713,000 | +3.8% | 26,836 | -0.7% | 0.55% | +11.4% |
| PCLN | Sell | PRICELINE GRP INC COM NEW | $2,618,000 | -6.7% | 1,786 | -6.3% | 0.53% | +0.2% |
| NTRS | Sell | NORTHERN TR CORP COM | $2,588,000 | +25.4% | 29,066 | -4.2% | 0.52% | +34.4% |
| IHG | Sell | INTERCONTINENTAL HOTELS GROUP | $2,329,000 | -26.5% | 52,548 | -30.9% | 0.47% | -21.1% |
| CL | Sell | COLGATE PALMOLIVE CO COM | $2,249,000 | -14.6% | 34,371 | -3.2% | 0.46% | -8.3% |
| AMAT | Sell | APPLIED MATLS INC COM | $2,170,000 | -0.4% | 67,260 | -6.9% | 0.44% | +6.8% |
| VRSN | Sell | VERISIGN INC COM | $2,138,000 | -25.2% | 28,112 | -23.1% | 0.43% | -19.9% |
| Sell | DREYFUS MIDCAP INDEX FD MIDCAPmutual fund | $2,098,000 | -19.1% | 59,844 | -16.5% | 0.42% | -13.1% | |
| CERN | Sell | CERNER CORP COM | $2,029,000 | -43.5% | 42,835 | -26.3% | 0.41% | -39.4% |
| UNP | Sell | UNION PAC CORP COM | $1,978,000 | +4.7% | 19,074 | -1.6% | 0.40% | +12.4% |
| Sell | HARTFORD MUT FDS II INC SCHRDRmutual fund | $1,933,000 | -20.3% | 161,932 | -15.4% | 0.39% | -14.4% | |
| NFLX | Sell | NETFLIX INC COM | $1,914,000 | -3.0% | 15,460 | -22.8% | 0.39% | +4.0% |
| CVS | Sell | CVS HEALTH CORP COM | $1,868,000 | -76.3% | 23,675 | -73.3% | 0.38% | -74.6% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO COM | $1,840,000 | +8.0% | 31,486 | -0.3% | 0.37% | +15.9% |
| CSCO | Sell | CISCO SYS INC COM | $1,725,000 | -5.9% | 57,077 | -1.3% | 0.35% | +0.9% |
| Sell | PUTNAM FDS TR MLTCP CORE Ymutual fund | $1,718,000 | -14.3% | 90,456 | -19.4% | 0.35% | -8.2% | |
| Sell | VANGUARD BD INDEX FD INC SMCPmutual fund | $1,717,000 | -11.0% | 33,032 | -18.6% | 0.35% | -4.4% | |
| MRK | Sell | MERCK & CO INC COM | $1,705,000 | -6.3% | 28,955 | -0.7% | 0.34% | +0.6% |
| TEL | Sell | TE CONNECTIVITY LTD REG SHS | $1,682,000 | -8.6% | 24,281 | -15.0% | 0.34% | -2.0% |
| BIIB | Sell | BIOGEN INC COM | $1,666,000 | -12.5% | 5,874 | -3.5% | 0.34% | -6.1% |
| TGT | Sell | TARGET CORP COM | $1,663,000 | +1.7% | 23,019 | -3.3% | 0.34% | +9.1% |
| ECL | Sell | ECOLAB INC COM | $1,657,000 | -14.8% | 14,132 | -11.5% | 0.34% | -8.5% |
| INTC | Sell | INTEL CORP COM | $1,655,000 | -4.3% | 45,641 | -0.3% | 0.33% | +2.5% |
| AKAM | Sell | AKAMAI TECHNOLOGIES COM | $1,592,000 | +15.1% | 23,868 | -8.5% | 0.32% | +23.4% |
| APH | Sell | AMPHENOL CORP NEW CL A | $1,496,000 | -2.0% | 22,255 | -5.3% | 0.30% | +5.2% |
| SMG | Sell | SCOTTS MIRACLE GRO CO CL A | $1,482,000 | +12.4% | 15,508 | -2.0% | 0.30% | +21.0% |
| Sell | FEDERATED INVESTORS STRG VAL Dmutual fund | $1,443,000 | -21.7% | 244,186 | -18.1% | 0.29% | -15.9% | |
| Sell | MFS SER TR X INTL DIVERS Imutual fund | $1,433,000 | -26.4% | 92,368 | -21.2% | 0.29% | -21.0% | |
| Sell | BBH FD INC CORE SELE CL Nmutual fund | $1,431,000 | -23.2% | 70,378 | -18.3% | 0.29% | -17.7% | |
| EA | Sell | ELECTRONIC ARTS INC COM | $1,409,000 | -13.8% | 17,888 | -6.6% | 0.28% | -7.5% |
| Sell | HARTFORD MUT FDS II INC SMCAPmutual fund | $1,365,000 | -15.2% | 25,819 | -18.9% | 0.28% | -8.9% | |
| UTX | Sell | UNITED TECHNOLOGIES CORP COM | $1,350,000 | +6.1% | 12,319 | -1.6% | 0.27% | +13.8% |
| Sell | PUTNAM FDS TR SPECTRM A SHARmutual fund | $1,352,000 | -17.9% | 41,224 | -17.3% | 0.27% | -11.9% | |
| DLR | Sell | DIGITAL RLTY TR INC COM | $1,312,000 | -1.0% | 13,350 | -2.1% | 0.26% | +6.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS C | $1,260,000 | -5.9% | 7,591 | -9.9% | 0.26% | +1.2% |
| CAH | Sell | CARDINAL HEALTH INC COM | $1,222,000 | -36.2% | 16,983 | -31.1% | 0.25% | -31.6% |
| RTN | Sell | RAYTHEON CO COM NEW | $1,213,000 | +0.6% | 8,545 | -3.6% | 0.24% | +7.9% |
| HON | Sell | HONEYWELL INTL INC COM | $1,150,000 | -12.1% | 9,930 | -11.5% | 0.23% | -5.7% |
| Sell | HARTFORD MUT FDS INC INTL VALUmutual fund | $1,133,000 | -20.3% | 74,978 | -19.3% | 0.23% | -14.6% | |
| Sell | MFS SER TR XV GBL ALT STRGY Imutual fund | $1,135,000 | -16.7% | 117,706 | -12.3% | 0.23% | -10.9% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPONSOR | $1,107,000 | -45.0% | 45,310 | -34.3% | 0.22% | -40.9% |
| CB | Sell | CHUBB LIMITED COM | $1,100,000 | +1.8% | 8,324 | -3.2% | 0.22% | +8.8% |
| CELG | Sell | CELGENE CORP COM | $1,068,000 | +8.8% | 9,228 | -1.8% | 0.22% | +16.8% |
| BA | Sell | BOEING CO COM | $1,067,000 | +8.4% | 6,854 | -8.2% | 0.22% | +16.8% |
| TXN | Sell | TEXAS INSTRS INC COM | $1,042,000 | -0.7% | 14,281 | -4.4% | 0.21% | +6.6% |
| Sell | NATIXIS FDS TR IV AEW REAL ESTmutual fund | $1,037,000 | -27.8% | 69,229 | -21.5% | 0.21% | -22.5% | |
| ABT | Sell | ABBOTT LABS COM | $1,034,000 | -15.5% | 26,928 | -6.9% | 0.21% | -9.5% |
| NVS | Sell | NOVARTIS A G SPONSORED ADR | $1,018,000 | -9.3% | 13,975 | -1.7% | 0.21% | -2.4% |
| RSG | Sell | REPUBLIC SVCS INC COM | $1,020,000 | +4.2% | 17,875 | -7.9% | 0.21% | +12.0% |
| VFC | Sell | V F CORP COM | $1,011,000 | -9.3% | 18,959 | -4.7% | 0.20% | -2.9% |
| Sell | FEDERATED WORLD INVT SER INC Fmutual fund | $1,000,000 | -17.6% | 34,056 | -17.2% | 0.20% | -11.8% | |
| CCI | Sell | CROWN CASTLE INTL CORP NEW COM | $940,000 | -22.9% | 10,830 | -16.3% | 0.19% | -17.4% |
| CHD | Sell | CHURCH & DWIGHT INC COM | $883,000 | -23.9% | 19,984 | -17.5% | 0.18% | -18.7% |
| NKE | Sell | NIKE INC CL B | $848,000 | -22.3% | 16,691 | -19.4% | 0.17% | -17.0% |
| Sell | EATON VANCE GROWTH TR FCS GRWmutual fund | $840,000 | -20.5% | 50,997 | -19.4% | 0.17% | -14.6% | |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $815,000 | +9.5% | 6,972 | -15.6% | 0.16% | +17.9% |
| Sell | HARRIS ASSOC INVT TR OAKMARK Imutual fund | $813,000 | -14.1% | 35,819 | -18.0% | 0.16% | -7.9% | |
| Sell | FEDERATED INVESTORS KAUFMN L/Cmutual fund | $806,000 | -19.1% | 40,899 | -19.2% | 0.16% | -13.3% | |
| ILMN | Sell | ILLUMINA INC COM | $793,000 | -55.6% | 6,190 | -37.1% | 0.16% | -52.5% |
| 3106PS | Sell | DELPHI AUTOMOTIVE PLC SHS | $761,000 | -31.7% | 11,300 | -27.7% | 0.15% | -26.7% |
| Sell | IVY FD INTL COR EQT Imutual fund | $760,000 | -21.6% | 45,418 | -20.2% | 0.15% | -15.8% | |
| EBAY | Sell | EBAY INC COM | $744,000 | -21.5% | 25,074 | -13.0% | 0.15% | -16.2% |
| DHR | Sell | DANAHER CORP DEL COM | $717,000 | -2.6% | 9,211 | -1.9% | 0.14% | +4.3% |
| AMP | Sell | AMERIPRISE FINL INC COM | $716,000 | +5.3% | 6,455 | -5.3% | 0.14% | +13.3% |
| UL | Sell | UNILEVER PLC SPON ADR NEW | $705,000 | -19.5% | 17,326 | -6.2% | 0.14% | -13.9% |
| APD | Sell | AIR PRODS & CHEMS INC COM | $620,000 | -19.2% | 4,310 | -15.6% | 0.12% | -13.8% |
| LLY | Sell | LILLY ELI & CO COM | $607,000 | -15.0% | 8,251 | -7.3% | 0.12% | -8.9% |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $567,000 | +2.2% | 4,630 | -0.0% | 0.12% | +9.5% |
| SO | Sell | SOUTHERN CO COM | $548,000 | -16.3% | 11,148 | -12.7% | 0.11% | -9.8% |
| MO | Sell | ALTRIA GROUP INC COM | $535,000 | +4.7% | 7,918 | -2.1% | 0.11% | +12.5% |
| EFX | Sell | EQUIFAX INC COM | $525,000 | -26.3% | 4,438 | -16.1% | 0.11% | -20.9% |
| PX | Sell | PRAXAIR INC COM | $513,000 | -37.8% | 4,381 | -35.9% | 0.10% | -32.9% |
| CLX | Sell | CLOROX CO DEL COM | $483,000 | -12.0% | 4,026 | -8.2% | 0.10% | -4.9% |
| NVDA | Sell | NVIDIA CORP COM | $472,000 | +29.0% | 4,425 | -17.1% | 0.10% | +37.7% |
| Sell | PUTNAM CONV INCOME GROWTH TR Cmutual fund | $466,000 | -18.2% | 20,200 | -18.6% | 0.09% | -12.1% | |
| CSL | Sell | CARLISLE COS INC COM | $463,000 | -8.5% | 4,198 | -14.9% | 0.09% | -1.1% |
| ED | Sell | CONSOLIDATED EDISON INC COM | $465,000 | -20.6% | 6,305 | -19.0% | 0.09% | -14.5% |
| Sell | VANGUARD INDEX FDS 500INDEX ADmutual fund | $427,000 | -1.6% | 2,068 | -4.7% | 0.09% | +4.9% | |
| PAYX | Sell | PAYCHEX INC COM | $391,000 | +4.5% | 6,420 | -0.7% | 0.08% | +12.9% |
| NUE | Sell | NUCOR CORP COM | $359,000 | +14.0% | 6,025 | -5.3% | 0.07% | +23.7% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC COM | $355,000 | -60.8% | 11,360 | -55.5% | 0.07% | -57.9% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDS LTD A | $340,000 | -36.7% | 9,387 | -19.6% | 0.07% | -31.7% |
| HAL | Sell | HALLIBURTON CO COM | $327,000 | +18.1% | 6,047 | -2.0% | 0.07% | +26.9% |
| CSX | Sell | CSX CORP COM | $295,000 | -3.3% | 8,218 | -17.7% | 0.06% | +5.3% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS INC | $292,000 | -5.5% | 4,405 | -3.3% | 0.06% | +1.7% |
| DNKN | Sell | DUNKIN BRANDS GROUP INC COM | $260,000 | -16.4% | 4,956 | -17.1% | 0.05% | -10.2% |
| COP | Sell | CONOCOPHILLIPS COM | $243,000 | +7.0% | 4,845 | -7.2% | 0.05% | +14.0% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC C | $232,000 | -9.4% | 2,800 | -11.8% | 0.05% | -2.1% |
| LUV | Sell | SOUTHWEST AIRLS CO COM | $226,000 | -0.4% | 4,540 | -22.3% | 0.05% | +7.0% |
| FTV | Sell | FORTIVE CORP COM | $216,000 | -4.8% | 4,021 | -9.8% | 0.04% | +2.3% |
| FDX | Sell | FEDEX CORP COM | $204,000 | -0.5% | 1,095 | -6.8% | 0.04% | +5.1% |
| LIQDQ | Exit | LIQUID HLDGS GROUP INC COM | $0 | – | -19,000 | -100.0% | 0.00% | – |
| PIP | Exit | PHARMATHENE INC COM | $0 | – | -10,500 | -100.0% | -0.01% | – |
| Exit | ROYCE FD SML CP LDRS SVCmutual fund | $0 | – | -11,165 | -100.0% | -0.02% | – | |
| Exit | FIDELITY SCH STR TR INTER MUNmutual fund | $0 | – | -15,712 | -100.0% | -0.03% | – | |
| Exit | HARTFORD MUT FDS INC MUN OPPORmutual fund | $0 | – | -19,262 | -100.0% | -0.03% | – | |
| WELL | Exit | WELLTOWER INC COM | $0 | – | -2,725 | -100.0% | -0.04% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP COM | $0 | – | -2,115 | -100.0% | -0.04% | – |
| Exit | OPPENHEIMER INTL GROWTH FD CLmutual fund | $0 | – | -5,655 | -100.0% | -0.04% | – | |
| PSA | Exit | PUBLIC STORAGE COM | $0 | – | -985 | -100.0% | -0.04% | – |
| IAC | Exit | IAC INTERACTIVECORP COM | $0 | – | -3,772 | -100.0% | -0.04% | – |
| Exit | MFS MUN SER TR MASS MUN BD Amutual fund | $0 | – | -20,646 | -100.0% | -0.04% | – | |
| ESRX | Exit | EXPRESS SCRIPTS HOLDING COMPAN | $0 | – | -3,544 | -100.0% | -0.05% | – |
| UAA | Exit | UNDER ARMOUR INC CL A | $0 | – | -6,902 | -100.0% | -0.05% | – |
| Exit | SCHWAB CHARLES FAMILY FD VALUEmutual fund | $0 | – | -302,008 | -100.0% | -0.06% | – | |
| CBI | Exit | CHICAGO BRIDGE & IRON CO N V C | $0 | – | -11,428 | -100.0% | -0.06% | – |
| LNKD | Exit | LINKEDIN CORP COM CL A | $0 | – | -1,904 | -100.0% | -0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 43 | Q4 2023 | 7.5% |
| VISA INC COM CL A | 43 | Q4 2023 | 3.3% |
| HOME DEPOT INC/THE | 43 | Q4 2023 | 2.8% |
| JPMORGAN CHASE & CO COM | 43 | Q4 2023 | 2.9% |
| MICROSOFT CORP COM | 43 | Q4 2023 | 3.9% |
| THERMO FISHER SCIENTIFIC INC C | 43 | Q4 2023 | 2.6% |
| AMERICAN TOWER CORPORATION NEW | 43 | Q4 2023 | 1.9% |
| PEPSICO INC COM | 43 | Q4 2023 | 2.1% |
| JOHNSON & JOHNSON COM | 43 | Q4 2023 | 1.9% |
| COSTCO WHSL CORP NEW COM | 43 | Q4 2023 | 1.8% |
View APPLETON PARTNERS INC/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-01 |
| 13F-HR | 2024-01-02 |
| 13F-HR | 2023-10-03 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-05 |
| 13F-HR | 2022-02-03 |
View APPLETON PARTNERS INC/MA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.