$910 Million is the total value of APPLETON PARTNERS INC/MA's 290 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC COM | $44,784,000 | +36.4% | 152,510 | +4.0% | 4.92% | +24.1% |
| GSLC | Buy | GOLDMAN SACHS ETF TR EQUITY ETequity etf | $32,039,000 | +8.7% | 495,426 | +0.7% | 3.52% | -1.1% |
| JPST | Sell | JP MORGAN EXCHANGE TRADED FD Uultra shrt inc | $29,969,000 | -9.7% | 594,276 | -9.7% | 3.29% | -17.8% |
| V | Sell | VISA INC COM CL A | $25,458,000 | +8.8% | 135,489 | -0.4% | 2.80% | -1.0% |
| SCHX | Buy | SCHWAB STRATEGIC TR US LRG CAPus lrg cap etf | $24,449,000 | +15.7% | 318,303 | +6.8% | 2.69% | +5.3% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $22,480,000 | +20.1% | 161,265 | +1.4% | 2.47% | +9.3% |
| HD | Buy | HOME DEPOT INC COM | $19,776,000 | -3.4% | 90,559 | +2.6% | 2.17% | -12.2% |
| AMZN | Buy | AMAZON COM INC COM | $19,750,000 | +19.5% | 10,688 | +12.3% | 2.17% | +8.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC C | $17,789,000 | +12.8% | 54,758 | +1.1% | 1.95% | +2.6% |
| MSFT | Buy | MICROSOFT CORP COM | $17,728,000 | +15.3% | 112,414 | +1.7% | 1.95% | +4.9% |
| SPY | Sell | SPDR S&P 500 ETF TR TR UNITtr unit | $14,876,000 | +4.0% | 46,220 | -4.1% | 1.63% | -5.4% |
| AMT | Sell | AMERICAN TOWER CORP NEW COM | $14,573,000 | -0.7% | 63,409 | -4.4% | 1.60% | -9.6% |
| GSIE | Buy | GOLDMAN SACHS ETF TR ACTIVEBETus eqty oppt etf | $13,320,000 | +9.0% | 440,339 | +1.9% | 1.46% | -0.8% |
| BAC | Buy | BANK AMER CORP COM | $12,604,000 | +22.9% | 357,879 | +1.8% | 1.38% | +11.9% |
| SCHF | Buy | SCHWAB STRATEGIC TR INTL EQTYintl eqty etf | $12,384,000 | +10.9% | 368,229 | +5.0% | 1.36% | +0.9% |
| ZTS | Buy | ZOETIS INC CL A | $12,211,000 | +13.0% | 92,261 | +6.4% | 1.34% | +2.8% |
| PEP | Sell | PEPSICO INC COM | $12,039,000 | -0.7% | 88,085 | -0.4% | 1.32% | -9.6% |
| LMT | Buy | LOCKHEED MARTIN CORP COM | $11,781,000 | +2.3% | 30,255 | +2.4% | 1.29% | -7.0% |
| INTU | Buy | INTUIT COM | $11,507,000 | +0.3% | 43,933 | +1.9% | 1.26% | -8.7% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $11,301,000 | +16.7% | 77,474 | +3.5% | 1.24% | +6.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $10,939,000 | +35.9% | 37,211 | +0.4% | 1.20% | +23.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC | $10,582,000 | +2.4% | 114,333 | +2.1% | 1.16% | -6.9% |
| PG | Buy | PROCTER & GAMBLE CO COM | $10,540,000 | +1.2% | 84,391 | +0.7% | 1.16% | -7.9% |
| GOOG | Buy | ALPHABET INC CAP STK CL C | $10,497,000 | +31.0% | 7,851 | +19.4% | 1.15% | +19.2% |
| SHW | Sell | SHERWIN WILLIAMS CO COM | $10,297,000 | +6.0% | 17,645 | -0.1% | 1.13% | -3.5% |
| COST | Sell | COSTCO WHSL CORP NEW COM | $10,056,000 | +1.6% | 34,214 | -0.4% | 1.10% | -7.5% |
| ADBE | Buy | ADOBE INC COM | $9,762,000 | +21.1% | 29,599 | +1.4% | 1.07% | +10.1% |
| FLRN | Sell | SPDR SERIES TRUST BLOMBERG BRCblomberg brc inv | $9,199,000 | -13.4% | 299,350 | -13.3% | 1.01% | -21.3% |
| MDT | Buy | MEDTRONIC PLC SHS | $9,164,000 | +6.1% | 80,775 | +1.6% | 1.01% | -3.5% |
| DIS | Buy | DISNEY WALT CO COM DISNEY | $9,092,000 | +30.7% | 62,864 | +17.8% | 1.00% | +18.9% |
| QEMM | Buy | SPDR INDEX SHS FDS MSCI EMRG Mmsci emrg mkts | $8,755,000 | +7.8% | 143,933 | +1.7% | 0.96% | -1.8% |
| TJX | Sell | TJX COS INC NEW COM | $7,977,000 | +7.5% | 130,643 | -1.8% | 0.88% | -2.2% |
| STZ | Sell | CONSTELLATION BRANDS INC CL A | $7,118,000 | -17.0% | 37,510 | -9.3% | 0.78% | -24.4% |
| GOOGL | Buy | ALPHABET INC CAP STK CL A | $6,843,000 | +35.4% | 5,109 | +23.4% | 0.75% | +23.3% |
| ROP | Sell | ROPER TECHNOLOGIES INC COM | $6,832,000 | -1.2% | 19,287 | -0.5% | 0.75% | -10.1% |
| SIVB | Buy | SVB FINL GROUP COM | $6,814,000 | +22.4% | 27,142 | +1.9% | 0.75% | +11.3% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLAS | $6,550,000 | +9.3% | 31,106 | -0.2% | 0.72% | -0.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COM | $6,525,000 | +3.5% | 106,275 | +1.8% | 0.72% | -5.8% |
| PYPL | Buy | PAYPAL HLDGS INC COM | $6,430,000 | +5.9% | 59,446 | +1.4% | 0.71% | -3.7% |
| AMGN | Buy | AMGEN INC COM | $6,410,000 | +40.0% | 26,591 | +12.4% | 0.70% | +27.3% |
| IBB | Sell | ISHARES TR NASDAQ BIOTECHnasdaq biotech | $6,358,000 | +19.7% | 52,762 | -1.2% | 0.70% | +8.9% |
| MCD | Buy | MCDONALDS CORP COM | $6,253,000 | -3.5% | 31,641 | +4.8% | 0.69% | -12.1% |
| AVGO | Buy | BROADCOM INC COM | $5,873,000 | +18.4% | 18,585 | +3.5% | 0.64% | +7.7% |
| HACK | Buy | ETF MANAGERS TR PRIME CYBR SCRprime cybr scrty | $5,845,000 | +15.4% | 140,782 | +4.0% | 0.64% | +5.1% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $5,771,000 | +4.2% | 34,832 | -4.9% | 0.63% | -5.2% |
| XYL | Buy | XYLEM INC COM | $5,552,000 | +6.2% | 70,466 | +7.3% | 0.61% | -3.3% |
| JPME | Buy | JP MORGAN EXCHANGE TRADED FD Ddiversfed rtrn | $5,353,000 | +7.4% | 75,780 | +1.6% | 0.59% | -2.3% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $5,328,000 | +18.9% | 35,575 | +8.4% | 0.58% | +8.1% |
| EL | Buy | LAUDER ESTEE COS INC CL A | $5,073,000 | +19.8% | 24,561 | +15.4% | 0.56% | +9.0% |
| PANW | Sell | PALO ALTO NETWORKS INC COM | $4,857,000 | +11.8% | 21,005 | -1.4% | 0.53% | +1.9% |
| ABBV | Sell | ABBVIE INC COM | $4,841,000 | +15.2% | 54,673 | -1.5% | 0.53% | +4.7% |
| SCHA | Buy | SCHWAB STRATEGIC TR US SML CAPus sml cap etf | $4,787,000 | +11.2% | 63,288 | +2.5% | 0.53% | +1.2% |
| T | Buy | AT&T INC COM | $4,684,000 | +12.5% | 119,852 | +8.9% | 0.52% | +2.4% |
| FISV | Buy | FISERV INC COM | $4,626,000 | +17.0% | 40,009 | +4.8% | 0.51% | +6.5% |
| BAM | Buy | BROOKFIELD ASSET MGMT INC CL A | $4,549,000 | +19.9% | 78,711 | +10.1% | 0.50% | +9.2% |
| JPSE | Buy | JP MORGAN EXCHANGE TRADED FD Ddiversfd eqt etf | $4,277,000 | +9.1% | 131,309 | +1.5% | 0.47% | -0.6% |
| XOM | Sell | EXXON MOBIL CORP COM | $4,140,000 | -6.4% | 59,330 | -5.3% | 0.46% | -14.8% |
| IAGG | Buy | ISHARES TR CORE INTL AGGRcore intl aggr | $4,047,000 | -0.5% | 73,871 | +1.4% | 0.44% | -9.4% |
| PGF | Buy | INVESCO EXCHANGE TRADED FD TRfinl pfd ptfl | $4,046,000 | +1.2% | 214,417 | +0.7% | 0.44% | -8.1% |
| SYK | Buy | STRYKER CORP COM | $4,046,000 | +17.4% | 19,274 | +21.0% | 0.44% | +6.7% |
| SPIB | Buy | SPDR SERIES TRUST PORTFOLIO INportfolio intrmd | $3,920,000 | +8.3% | 111,018 | +8.2% | 0.43% | -1.4% |
| MRK | Sell | MERCK & CO INC COM | $3,917,000 | +4.4% | 43,069 | -3.4% | 0.43% | -5.1% |
| NFLX | Sell | NETFLIX INC COM | $3,871,000 | +14.5% | 11,963 | -5.3% | 0.42% | +4.2% |
| SPAB | Buy | SPDR SERIES TRUST PORTFOLIO AGportfolio agrgte | $3,872,000 | +6.1% | 131,783 | +7.0% | 0.42% | -3.6% |
| VRSN | Sell | VERISIGN INC COM | $3,869,000 | -0.5% | 20,081 | -2.6% | 0.42% | -9.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $3,768,000 | +9.2% | 16,389 | -1.5% | 0.41% | -0.5% |
| CSCO | Sell | CISCO SYS INC COM | $3,746,000 | -10.8% | 78,116 | -8.1% | 0.41% | -18.9% |
| EW | Buy | EDWARDS LIFESCIENCES CORP COM | $3,574,000 | +8.3% | 15,319 | +2.1% | 0.39% | -1.5% |
| EA | Buy | ELECTRONIC ARTS INC COM | $3,543,000 | +11.8% | 32,957 | +1.7% | 0.39% | +1.6% |
| SCHH | Buy | SCHWAB STRATEGIC TR US REIT ETus reit etf | $3,448,000 | -2.1% | 75,030 | +0.5% | 0.38% | -10.8% |
| VLO | Sell | VALERO ENERGY CORP NEW COM | $3,432,000 | +7.4% | 36,645 | -2.2% | 0.38% | -2.3% |
| EFA | Sell | ISHARES TR MSCI EAFE ETFmsci eafe etf | $3,295,000 | +4.9% | 47,445 | -1.5% | 0.36% | -4.5% |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FD IVno amer energy | $3,138,000 | -0.3% | 123,127 | +0.1% | 0.34% | -9.2% |
| CME | Buy | CME GROUP INC COM | $3,122,000 | -3.4% | 15,555 | +1.7% | 0.34% | -12.1% |
| CSX | Sell | CSX CORP COM | $3,096,000 | -2.7% | 42,785 | -6.9% | 0.34% | -11.5% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FD Fftse dev mkt etf | $3,089,000 | +7.1% | 70,119 | -0.1% | 0.34% | -2.6% |
| RSG | Buy | REPUBLIC SVCS INC COM | $3,090,000 | +15.9% | 34,474 | +12.0% | 0.34% | +5.3% |
| LNC | New | LINCOLN NATL CORP IND COM | $3,027,000 | – | 51,291 | +100.0% | 0.33% | – |
| COLD | Buy | AMERICOLD RLTY TR COM | $3,019,000 | +229.9% | 86,111 | +249.0% | 0.33% | +201.8% |
| FB | Buy | FACEBOOK INC CL A | $2,985,000 | +20.7% | 14,541 | +4.7% | 0.33% | +9.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL | $2,957,000 | +12.0% | 13,054 | +2.9% | 0.32% | +1.9% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW COM | $2,960,000 | +3.3% | 20,820 | +1.0% | 0.32% | -6.1% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW COM | $2,930,000 | +13.3% | 46,107 | +3.5% | 0.32% | +3.2% |
| ATVI | Buy | ACTIVISION BLIZZARD INC COM | $2,924,000 | +45.0% | 49,214 | +29.2% | 0.32% | +32.1% |
| BKNG | Sell | BOOKING HLDGS INC COM | $2,826,000 | +3.1% | 1,376 | -1.4% | 0.31% | -6.3% |
| IEMG | Sell | ISHARES INC CORE MSCI EMKTcore msci emkt | $2,804,000 | +8.3% | 52,162 | -1.3% | 0.31% | -1.6% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $2,804,000 | -5.7% | 50,902 | -5.3% | 0.31% | -14.2% |
| XLE | Sell | SELECT SECTOR SPDR TR ENERGYenergy | $2,737,000 | -5.8% | 45,592 | -7.0% | 0.30% | -14.2% |
| UNP | Sell | UNION PACIFIC CORP COM | $2,674,000 | +11.2% | 14,792 | -0.3% | 0.29% | +1.4% |
| FHI | Sell | FEDERATED INVS INC PA CL B | $2,550,000 | +0.2% | 78,255 | -0.3% | 0.28% | -8.8% |
| SCHW | Sell | THE CHARLES SCHWAB CORPORATION | $2,521,000 | -14.1% | 53,007 | -24.5% | 0.28% | -21.8% |
| SYY | Buy | SYSCO CORP COM | $2,450,000 | +8.5% | 28,647 | +0.8% | 0.27% | -1.5% |
| INTC | Buy | INTEL CORP COM | $2,429,000 | +16.9% | 40,579 | +0.7% | 0.27% | +6.4% |
| ILMN | Sell | ILLUMINA INC COM | $2,423,000 | +8.9% | 7,303 | -0.1% | 0.27% | -0.7% |
| NXPI | Sell | NXP SEMICONDUCTORS N V COM | $2,395,000 | +2.8% | 18,822 | -11.8% | 0.26% | -6.4% |
| LAMR | Buy | LAMAR ADVERTISING CO NEW CL A | $2,363,000 | +45.5% | 26,469 | +33.5% | 0.26% | +32.7% |
| C | Buy | CITIGROUP INC COM NEW | $2,346,000 | +15.9% | 29,371 | +0.2% | 0.26% | +5.7% |
| TXN | Sell | TEXAS INSTRS INC COM | $2,344,000 | -4.5% | 18,273 | -3.8% | 0.26% | -13.2% |
| DHI | Buy | D R HORTON INC COM | $2,299,000 | +11.2% | 43,582 | +11.1% | 0.25% | +1.2% |
| WAB | Sell | WABTEC CORP COM | $2,272,000 | +3.8% | 29,203 | -4.1% | 0.25% | -5.3% |
| XLU | Buy | SELECT SECTOR SPDR TR SBI INT-sbi int-utils | $2,221,000 | +0.9% | 34,376 | +1.1% | 0.24% | -8.3% |
| IQV | Buy | IQVIA HLDGS INC COM | $2,149,000 | +9.0% | 13,909 | +5.3% | 0.24% | -0.8% |
| ABT | Sell | ABBOTT LABS COM | $2,120,000 | +3.1% | 24,407 | -0.7% | 0.23% | -6.0% |
| VO | Sell | VANGUARD INDEX FDS MID CAP ETFmid cap etf | $2,110,000 | +5.8% | 11,840 | -0.5% | 0.23% | -3.7% |
| VMC | Buy | VULCAN MATLS CO COM | $2,107,000 | +48.2% | 14,636 | +55.6% | 0.23% | +34.3% |
| COMB | Buy | GRANITESHARES ETF TR BBG COMMD | $2,095,000 | +5.6% | 86,517 | +2.6% | 0.23% | -4.2% |
| VRTX | Buy | VERTEX PHARMACEUTICALS COM | $2,045,000 | +41.4% | 9,342 | +9.5% | 0.22% | +28.6% |
| IWR | Sell | ISHARES TR RUS MID CAP ETFrus mid cap etf | $2,024,000 | +5.7% | 33,951 | -0.8% | 0.22% | -3.9% |
| IVV | ISHARES TR CORE S&P500 ETFcore s&p500 etf | $2,020,000 | +8.3% | 6,249 | 0.0% | 0.22% | -1.3% | |
| TEL | Sell | TE CONNECTIVITY LTD REG SHS | $2,020,000 | +1.6% | 21,075 | -1.3% | 0.22% | -7.5% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX FDallwrld ex us | $1,996,000 | +6.1% | 37,140 | -1.5% | 0.22% | -3.5% |
| ECL | Sell | ECOLAB INC COM | $1,907,000 | -5.6% | 9,883 | -3.1% | 0.21% | -14.3% |
| MS | Buy | MORGAN STANLEY COM NEW | $1,898,000 | +20.3% | 37,125 | +0.4% | 0.21% | +8.9% |
| JNK | Buy | SPDR SERIES TRUST BLOOMBERG BRbloomberg brclys | $1,856,000 | +4.7% | 16,945 | +4.0% | 0.20% | -4.7% |
| JPHF | Buy | JP MORGAN EXCHANGE TRADED FD Ddiversified etf | $1,817,000 | -4.8% | 76,896 | +0.6% | 0.20% | -13.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP COM | $1,782,000 | -3.5% | 5,180 | +5.2% | 0.20% | -12.1% |
| PAYX | Buy | PAYCHEX INC COM | $1,757,000 | +5.3% | 20,653 | +2.4% | 0.19% | -4.0% |
| MTN | Buy | VAIL RESORTS INC COM | $1,756,000 | +24.9% | 7,320 | +18.5% | 0.19% | +13.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $1,747,000 | +25.9% | 10,249 | +19.2% | 0.19% | +14.3% |
| WFC | Sell | WELLS FARGO CO NEW COM | $1,740,000 | +5.5% | 32,340 | -1.1% | 0.19% | -4.0% |
| EFAV | Sell | ISHARES TR MIN VOL EAFE ETFmin vol eafe etf | $1,708,000 | -4.0% | 22,917 | -5.6% | 0.19% | -12.6% |
| MA | Sell | MASTERCARD INC CL A | $1,622,000 | +9.4% | 5,431 | -0.5% | 0.18% | -0.6% |
| CB | Buy | CHUBB LIMITED COM | $1,606,000 | +31.1% | 10,320 | +36.0% | 0.18% | +18.9% |
| TMUS | Buy | T MOBILE US INC COM | $1,558,000 | +18.8% | 19,863 | +19.3% | 0.17% | +8.2% |
| AGG | Sell | ISHARES TR CORE US AGGBD ETcore us aggbd et | $1,556,000 | -21.3% | 13,846 | -20.7% | 0.17% | -28.5% |
| EEM | Sell | ISHARES TR MSCI EMG MKT ETFmsci emg mkt etf | $1,534,000 | +9.1% | 34,189 | -0.6% | 0.17% | -0.6% |
| NTRS | Sell | NORTHERN TR CORP COM | $1,508,000 | +8.5% | 14,196 | -4.7% | 0.17% | -1.2% |
| EOG | Sell | EOG RES INC COM | $1,439,000 | -9.8% | 17,179 | -20.0% | 0.16% | -18.1% |
| SMG | Sell | SCOTTS MIRACLE GRO CO CL A | $1,430,000 | +3.8% | 13,465 | -0.5% | 0.16% | -5.4% |
| CL | Buy | COLGATE PALMOLIVE CO COM | $1,414,000 | -5.4% | 20,536 | +1.0% | 0.16% | -13.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS C | $1,396,000 | +19.2% | 10,415 | +29.4% | 0.15% | +8.5% |
| MMM | Sell | 3M CO COM | $1,374,000 | -19.8% | 7,789 | -25.3% | 0.15% | -27.1% |
| MGM | Buy | MGM RESORTS INTERNATIONAL COM | $1,364,000 | +37.2% | 41,011 | +14.4% | 0.15% | +25.0% |
| ALB | Sell | ALBEMARLE CORP COM | $1,352,000 | +2.4% | 18,504 | -2.5% | 0.15% | -6.3% |
| PFE | Sell | PFIZER INC COM | $1,347,000 | -1.1% | 34,367 | -9.3% | 0.15% | -9.8% |
| JPIN | Sell | JP MORGAN EXCHANGE TRADED FD Ddiv rtn int eq | $1,336,000 | -6.1% | 23,402 | -12.6% | 0.15% | -14.5% |
| APH | Sell | AMPHENOL CORP NEW CL A | $1,328,000 | +11.0% | 12,267 | -1.0% | 0.15% | +1.4% |
| EQIX | Buy | EQUINIX INC COM | $1,285,000 | +64.1% | 2,202 | +62.2% | 0.14% | +48.4% |
| VOX | VANGUARD WORLD FDS COMM SRVC E | $1,246,000 | +8.3% | 13,260 | 0.0% | 0.14% | -1.4% | |
| KO | Sell | COCA COLA CO COM | $1,238,000 | -2.1% | 22,374 | -3.6% | 0.14% | -11.1% |
| BKLN | Buy | INVESCO EXCHNG TRADED FD TR IIsr ln etf | $1,242,000 | +5.9% | 54,440 | +4.8% | 0.14% | -4.2% |
| SLB | Sell | SCHLUMBERGER LTD COM | $1,226,000 | +0.2% | 30,489 | -14.8% | 0.14% | -8.8% |
| BA | Buy | BOEING CO COM | $1,213,000 | +56.1% | 3,724 | +82.5% | 0.13% | +41.5% |
| DOW | Sell | DOW INC COM | $1,105,000 | +11.1% | 20,184 | -3.4% | 0.12% | +0.8% |
| RTN | Sell | RAYTHEON CO COM NEW | $1,091,000 | -18.0% | 4,963 | -26.8% | 0.12% | -25.5% |
| SPGI | Sell | S&P GLOBAL INC COM | $1,074,000 | +5.0% | 3,933 | -5.8% | 0.12% | -4.8% |
| DHR | Buy | DANAHER CORPORATION COM | $1,044,000 | +7.4% | 6,804 | +1.1% | 0.12% | -1.7% |
| NKE | Buy | NIKE INC CL B | $1,011,000 | +13.5% | 9,981 | +5.2% | 0.11% | +2.8% |
| DPZ | Sell | DOMINOS PIZZA INC COM | $980,000 | +15.8% | 3,335 | -3.6% | 0.11% | +5.9% |
| SYF | Buy | SYNCHRONY FINL COM | $968,000 | +47.8% | 26,882 | +39.9% | 0.11% | +34.2% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COM | $938,000 | +70.2% | 14,619 | +34.4% | 0.10% | +53.7% |
| CVX | CHEVRON CORP NEW COM | $931,000 | +1.6% | 7,725 | 0.0% | 0.10% | -8.1% | |
| IJH | Buy | ISHARES TR CORE S&P MCP ETFcore s&p mcp etf | $888,000 | +8.2% | 4,313 | +1.6% | 0.10% | -1.0% |
| HON | Sell | HONEYWELL INTL INC COM | $893,000 | -6.2% | 5,043 | -10.3% | 0.10% | -14.8% |
| ST | Sell | SENSATA TECHNOLOGIES HLDNG PLC | $867,000 | -4.3% | 16,100 | -11.0% | 0.10% | -12.8% |
| VNQ | Sell | VANGUARD INDEX FDS REAL ESTATEreal estate etf | $862,000 | -5.2% | 9,286 | -4.8% | 0.10% | -13.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX FDftse emr mkt etf | $835,000 | +11.8% | 18,785 | +1.2% | 0.09% | +2.2% |
| IWO | ISHARES TR RUS 2000 GRW ETFrus 2000 grw etf | $804,000 | +11.0% | 3,754 | 0.0% | 0.09% | +1.1% | |
| GE | Buy | GENERAL ELECTRIC CO COM | $800,000 | +24.8% | 71,721 | +0.1% | 0.09% | +14.3% |
| SIRI | New | SIRIUS XM HLDGS INC COM | $801,000 | – | 112,000 | +100.0% | 0.09% | – |
| OKTA | OKTA INC CL A | $780,000 | +17.1% | 6,762 | 0.0% | 0.09% | +7.5% | |
| NEE | Sell | NEXTERA ENERGY INC COM | $734,000 | +3.5% | 3,032 | -0.3% | 0.08% | -5.8% |
| TREX | New | TREX CO INC COM | $719,000 | – | 8,000 | +100.0% | 0.08% | – |
| CHD | Buy | CHURCH & DWIGHT INC COM | $721,000 | -4.2% | 10,252 | +2.5% | 0.08% | -13.2% |
| CMCSA | Sell | COMCAST CORP NEW CL A | $694,000 | -0.6% | 15,444 | -0.2% | 0.08% | -9.5% |
| CSL | Buy | CARLISLE COS INC COM | $662,000 | +52.2% | 4,090 | +36.7% | 0.07% | +37.7% |
| AMP | AMERIPRISE FINL INC COM | $645,000 | +13.2% | 3,873 | 0.0% | 0.07% | +2.9% | |
| EBAY | Sell | EBAY INC COM | $650,000 | -12.4% | 17,991 | -5.5% | 0.07% | -21.1% |
| SDY | Sell | SPDR SERIES TRUST S&P DIVID ETs&p divid etf | $642,000 | -3.0% | 5,971 | -7.4% | 0.07% | -11.2% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR UTSutser1 s&pdcrp | $650,000 | +5.7% | 1,731 | -0.8% | 0.07% | -4.1% |
| IWN | Sell | ISHARES TR RUS 2000 VAL ETFrus 2000 val etf | $635,000 | +6.2% | 4,942 | -1.2% | 0.07% | -2.8% |
| LLY | Sell | LILLY ELI & CO COM | $632,000 | +6.2% | 4,806 | -9.7% | 0.07% | -4.2% |
| WM | Buy | WASTE MGMT INC DEL COM | $627,000 | +1.1% | 5,500 | +2.0% | 0.07% | -8.0% |
| DE | Sell | DEERE & CO COM | $631,000 | -38.1% | 3,641 | -39.7% | 0.07% | -43.9% |
| ITW | Sell | ILLINOIS TOOL WKS INC COM | $628,000 | +11.7% | 3,498 | -2.6% | 0.07% | +1.5% |
| IWP | ISHARES TR RUS MD CP GR ETFrus md cp gr etf | $632,000 | +8.0% | 4,139 | 0.0% | 0.07% | -2.8% | |
| CF | Sell | CF INDS HLDGS INC COM | $618,000 | -12.7% | 12,945 | -10.1% | 0.07% | -20.0% |
| SCHZ | Sell | SCHWAB STRATEGIC TR US AGGREGAus aggregate b | $621,000 | -13.4% | 11,618 | -12.8% | 0.07% | -21.8% |
| VFC | Sell | V F CORP COM | $614,000 | +9.1% | 6,163 | -2.5% | 0.07% | -1.5% |
| APD | AIR PRODS & CHEMS INC COM | $602,000 | +6.0% | 2,560 | 0.0% | 0.07% | -4.3% | |
| WMT | Buy | WALMART INC COM | $586,000 | +33.8% | 4,935 | +33.8% | 0.06% | +20.8% |
| VIG | Buy | VANGUARD GROUP DIV APP ETFdiv app etf | $582,000 | +5.8% | 4,672 | +1.6% | 0.06% | -3.0% |
| WY | Buy | WEYERHAEUSER CO COM | $585,000 | +11.4% | 19,381 | +2.4% | 0.06% | +1.6% |
| APTV | Sell | APTIV PLC SHS | $580,000 | +7.0% | 6,110 | -1.5% | 0.06% | -1.5% |
| GLD | Sell | SPDR GOLD TRUST | $572,000 | -16.9% | 4,000 | -19.2% | 0.06% | -24.1% |
| IWF | ISHARES TR RUS 1000 GRW ETFrus 1000 grw etf | $560,000 | +10.2% | 3,185 | 0.0% | 0.06% | +1.6% | |
| AMAT | Buy | APPLIED MATLS INC COM | $558,000 | +64.6% | 9,145 | +34.6% | 0.06% | +48.8% |
| DD | Sell | DUPONT DE NEMOURS INC COM | $549,000 | -24.1% | 8,552 | -15.6% | 0.06% | -31.0% |
| BMRN | Buy | BIOMARIN PHARMACEUTICAL INC CO | $519,000 | +36.9% | 6,140 | +9.2% | 0.06% | +23.9% |
| TGT | TARGET CORP COM | $523,000 | +20.0% | 4,079 | 0.0% | 0.06% | +7.5% | |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $514,000 | +2.8% | 3,220 | -9.8% | 0.06% | -6.7% |
| LIN | Sell | LINDE PLC SHS | $514,000 | -6.5% | 2,414 | -15.0% | 0.06% | -15.2% |
| NVDA | Buy | NVIDIA CORP COM | $507,000 | +50.9% | 2,155 | +11.7% | 0.06% | +36.6% |
| VYM | VANGUARD WHITEHALL FDS INC HIGhigh div yld | $512,000 | +5.6% | 5,468 | 0.0% | 0.06% | -5.1% | |
| USMV | Sell | ISHARES TR MSCI MIN VOL ETFmin vol usa etf | $510,000 | -6.4% | 7,780 | -8.6% | 0.06% | -15.2% |
| CLX | Sell | CLOROX CO DEL COM | $491,000 | -2.4% | 3,198 | -3.5% | 0.05% | -11.5% |
| LHX | New | L3HARRIS TECHNOLOGIES INC COM | $479,000 | – | 2,420 | +100.0% | 0.05% | – |
| XLK | SELECT SECTOR SPDR TR TECHNOLOtechnology | $483,000 | +13.9% | 5,271 | 0.0% | 0.05% | +3.9% | |
| AKAM | Sell | AKAMAI TECHNOLOGIES COM | $472,000 | -6.7% | 5,463 | -1.4% | 0.05% | -14.8% |
| QQQ | Sell | INVESCO QQQ TR UNIT SER 1us lrg cap etf | $475,000 | +10.5% | 2,234 | -2.0% | 0.05% | 0.0% |
| NVS | Sell | NOVARTIS A G SPONSORED ADR | $460,000 | +1.8% | 4,855 | -6.7% | 0.05% | -7.3% |
| MDYV | Sell | SPDR SERIES TRUST S&P 400 MDCPs&p 400 mdcp val | $463,000 | +5.9% | 8,445 | -0.7% | 0.05% | -3.8% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO COM | $468,000 | +12.5% | 10,087 | -0.5% | 0.05% | +2.0% |
| WEC | WEC ENERGY GROUP INC COM | $468,000 | -2.9% | 5,072 | 0.0% | 0.05% | -12.1% | |
| PPG | Buy | PPG INDS INC COM | $451,000 | +18.1% | 3,377 | +4.8% | 0.05% | +8.7% |
| XOP | Buy | SPDR SERIES TRUST S&P OILGAS Es&p oilgas exp | $442,000 | +83.4% | 18,638 | +72.9% | 0.05% | +69.0% |
| FEZ | SPDR INDEX SHS FDS EURO STOXXeuro stoxx 50 | $445,000 | +8.0% | 10,910 | 0.0% | 0.05% | -2.0% | |
| PRU | PRUDENTIAL FINL INC COM | $443,000 | +4.2% | 4,726 | 0.0% | 0.05% | -3.9% | |
| SMLV | Sell | SPDR SERIES TRUST SSGA US SMALssga us smal etf | $445,000 | -1.8% | 4,448 | -6.6% | 0.05% | -10.9% |
| DVY | Sell | ISHARES TR SELECT DIVID ETFselect divid etf | $427,000 | -1.2% | 4,044 | -4.6% | 0.05% | -9.6% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS INC | $417,000 | +12.7% | 3,374 | +13.4% | 0.05% | +2.2% |
| TRV | Buy | TRAVELERS COMPANIES INC COM | $409,000 | -3.3% | 2,984 | +4.9% | 0.04% | -11.8% |
| IVE | ISHARES TR S&P 500 VAL ETFs&p 500 val etf | $414,000 | +8.9% | 3,186 | 0.0% | 0.04% | -2.2% | |
| FPX | FIRST TR EXCHANGE TRADED FD USnas clnedg green | $404,000 | +6.0% | 5,025 | 0.0% | 0.04% | -4.3% | |
| LOW | Buy | LOWES COS INC COM | $401,000 | +55.4% | 3,346 | +42.6% | 0.04% | +41.9% |
| WDAY | Sell | WORKDAY INC CL A | $391,000 | -8.0% | 2,378 | -5.0% | 0.04% | -15.7% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $385,000 | -3.5% | 3,090 | -8.5% | 0.04% | -12.5% |
| DLR | DIGITAL RLTY TR INC COM | $379,000 | -7.6% | 3,162 | 0.0% | 0.04% | -14.3% | |
| COP | Sell | CONOCOPHILLIPS COM | $371,000 | +9.4% | 5,712 | -4.1% | 0.04% | 0.0% |
| RLI | RLI CORP COM | $371,000 | -3.1% | 4,125 | 0.0% | 0.04% | -10.9% | |
| IJJ | Sell | ISHARES TR S&P MC 400VL ETFs&p mc 400vl etf | $361,000 | +5.6% | 2,115 | -1.2% | 0.04% | -2.4% |
| CLH | New | CLEAN HARBORS INC COM | $343,000 | – | 4,000 | +100.0% | 0.04% | – |
| CAT | Sell | CATERPILLAR INC DEL COM | $345,000 | +16.2% | 2,336 | -0.6% | 0.04% | +5.6% |
| LH | New | LABORATORY CORP AMER HLDGS COM | $338,000 | – | 2,000 | +100.0% | 0.04% | – |
| NOW | SERVICENOW INC COM | $339,000 | +11.1% | 1,200 | 0.0% | 0.04% | 0.0% | |
| BDX | Buy | BECTON DICKINSON & CO COM | $339,000 | +9.4% | 1,245 | +1.5% | 0.04% | 0.0% |
| SCHO | SCHWAB STRATEGIC TR SHT TM USsht tm us tres | $338,000 | -0.3% | 6,700 | 0.0% | 0.04% | -9.8% | |
| VB | VANGUARD INDEX FDS SMALL CP ETsmall cp etf | $329,000 | +7.9% | 1,985 | 0.0% | 0.04% | -2.7% | |
| DIA | SPDR DOW JONES INDL AVRG ETF Uut ser 1 | $326,000 | +5.8% | 1,145 | 0.0% | 0.04% | -2.7% | |
| IUSV | ISHARES TR CORE S&P US VLUcore s&p vlu etf | $331,000 | +9.2% | 5,250 | 0.0% | 0.04% | -2.7% | |
| GIS | Sell | GENERAL MLS INC COM | $328,000 | -3.2% | 6,118 | -0.4% | 0.04% | -12.2% |
| SO | Buy | SOUTHERN CO COM | $320,000 | +6.3% | 5,030 | +3.1% | 0.04% | -2.8% |
| ED | CONSOLIDATED EDISON INC COM | $320,000 | -4.2% | 3,536 | 0.0% | 0.04% | -12.5% | |
| CRM | Sell | SALESFORCE COM INC COM | $322,000 | +5.9% | 1,981 | -3.2% | 0.04% | -5.4% |
| ZBH | New | ZIMMER BIOMET HLDGS INC COM | $310,000 | – | 2,074 | +100.0% | 0.03% | – |
| FNDF | SCHWAB STRATEGIC TR SCHWB FDTschwb fdt int lg | $307,000 | +4.8% | 10,628 | 0.0% | 0.03% | -2.9% | |
| ETHO | ETF MANAGERS TR ETHO CLIMATE Letho climate lea | $309,000 | +8.0% | 7,235 | 0.0% | 0.03% | -2.9% | |
| VOO | New | VANGUARD INDEX FDS S&P 500 ETF | $314,000 | – | 1,062 | +100.0% | 0.03% | – |
| IEFA | Sell | ISHARES TR CORE MSCI EAFEcore msci eafe | $308,000 | +5.8% | 4,720 | -0.9% | 0.03% | -2.9% |
| IWV | ISHARES TR RUSSELL 3000 ETFrussell 3000 etf | $306,000 | +8.5% | 1,623 | 0.0% | 0.03% | 0.0% | |
| IWS | ISHARES TR RUS MDCP VAL ETFrus mdcp val etf | $296,000 | +5.7% | 3,120 | 0.0% | 0.03% | -2.9% | |
| SWK | Sell | STANLEY BLACK & DECKER INC COM | $304,000 | +3.4% | 1,835 | -9.8% | 0.03% | -5.7% |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN DEL | $289,000 | – | 1,925 | +100.0% | 0.03% | – |
| SBUX | Sell | STARBUCKS CORP COM | $289,000 | -13.0% | 3,291 | -12.5% | 0.03% | -20.0% |
| IR | INGERSOLL-RAND PLC SHS | $290,000 | +7.8% | 2,182 | 0.0% | 0.03% | 0.0% | |
| WPC | W P CAREY INC COM | $288,000 | -10.6% | 3,596 | 0.0% | 0.03% | -17.9% | |
| HDV | ISHARES TR CORE HIGH DV ETFcore high dv etf | $291,000 | +3.9% | 2,970 | 0.0% | 0.03% | -5.9% | |
| VBR | Sell | VANGUARD INDEX FDS SM CP VAL Esm cp val etf | $292,000 | +5.4% | 2,127 | -1.2% | 0.03% | -3.0% |
| BIIB | New | BIOGEN INC COM | $292,000 | – | 983 | +100.0% | 0.03% | – |
| SPYX | SPDR SERIES TRUST SPDR S&P 500spdr s&p 500 etf | $278,000 | +8.6% | 3,530 | 0.0% | 0.03% | 0.0% | |
| CTVA | Sell | CORTEVA INC COM | $278,000 | -12.9% | 9,392 | -17.7% | 0.03% | -20.5% |
| EVRI | New | EVERI HLDGS INC COM | $280,000 | – | 20,880 | +100.0% | 0.03% | – |
| OCDDY | Sell | OCADO GROUP PLC SPONSORED ADR | $272,000 | -5.6% | 8,020 | -9.3% | 0.03% | -14.3% |
| LNG | Buy | CHENIERE ENERGY INC COM NEW | $269,000 | +8.0% | 4,398 | +11.5% | 0.03% | 0.0% |
| VTI | VANGUARD INDEX FDS TOTAL STK Mtotal stk mkt | $269,000 | +8.5% | 1,641 | 0.0% | 0.03% | 0.0% | |
| QEFA | SPDR INDEX SHS FDS MSCI EAFE Smsci eafe strtgc | $276,000 | +6.2% | 4,125 | 0.0% | 0.03% | -3.2% | |
| INTL | New | INTL FCSTONE INC COM | $277,000 | – | 5,670 | +100.0% | 0.03% | – |
| NUMG | NUSHARES ETF TR NUVEEN ESG MIDnuveen esg midcp | $272,000 | +7.5% | 7,720 | 0.0% | 0.03% | -3.2% | |
| ORCL | Sell | ORACLE CORP COM | $262,000 | -12.7% | 4,951 | -9.2% | 0.03% | -19.4% |
| SRPT | New | SAREPTA THERAPEUTICS INC COM | $268,000 | – | 2,080 | +100.0% | 0.03% | – |
| New | EVERI HLDGS INC COM | $265,000 | – | 71,575 | +100.0% | 0.03% | – | |
| BAX | Buy | BAXTER INTL INC COM | $268,000 | +24.1% | 3,205 | +29.7% | 0.03% | +11.5% |
| DNKN | DUNKIN BRANDS GROUP INC COM | $258,000 | -4.8% | 3,416 | 0.0% | 0.03% | -15.2% | |
| PM | Buy | PHILIP MORRIS INTL INC COM | $252,000 | +17.8% | 2,961 | +5.3% | 0.03% | +7.7% |
| XLY | Buy | SELECT SECTOR SPDR TR SBI CONSsbi cons discr | $243,000 | +5.7% | 1,936 | +1.6% | 0.03% | -3.6% |
| IJR | ISHARES TR CORE S&P SCP ETFcore s&p scp etf | $250,000 | +7.8% | 2,977 | 0.0% | 0.03% | -3.6% | |
| SCHM | SCHWAB STRATEGIC TR US MID-CAPus mid-cap etf | $248,000 | +6.4% | 4,121 | 0.0% | 0.03% | -3.6% | |
| ANTM | New | ANTHEM INC COM | $242,000 | – | 801 | +100.0% | 0.03% | – |
| SCHD | Buy | SCHWAB STRATEGIC TR US DIVIDENus dividend eq | $236,000 | +10.8% | 4,076 | +4.6% | 0.03% | 0.0% |
| QNST | New | QUINSTREET INC COM | $237,000 | – | 15,500 | +100.0% | 0.03% | – |
| IVOO | VANGUARD ADMIRAL FDS INC MIDCPmidcp 400 idx | $239,000 | +6.7% | 1,720 | 0.0% | 0.03% | -3.7% | |
| NSC | NORFOLK SOUTHERN CORP COM | $240,000 | +8.1% | 1,235 | 0.0% | 0.03% | -3.7% | |
| SHOP | New | SHOPIFY INC CL A | $240,000 | – | 604 | +100.0% | 0.03% | – |
| CVS | Sell | CVS HEALTH CORP COM | $234,000 | +13.0% | 3,151 | -4.2% | 0.03% | +4.0% |
| DUK | New | DUKE ENERGY CORP NEW COM NEW | $231,000 | – | 2,534 | +100.0% | 0.02% | – |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPO | $228,000 | -60.3% | 2,785 | -53.9% | 0.02% | -63.8% |
| SHY | Sell | ISHARES TR 1 3 YR TREAS BD1-3 yr tr bd etf | $228,000 | -0.4% | 2,694 | -0.1% | 0.02% | -10.7% |
| XLF | Sell | SELECT SECTOR SPDR TR SBI INT-sbi int-finl | $232,000 | +8.9% | 7,553 | -0.9% | 0.02% | -3.8% |
| MO | New | ALTRIA GROUP INC COM | $225,000 | – | 4,504 | +100.0% | 0.02% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDS MORTG-mortg-back sec | $221,000 | – | 4,165 | +100.0% | 0.02% | – |
| TIF | New | TIFFANY & CO NEW COM | $214,000 | – | 1,600 | +100.0% | 0.02% | – |
| ESGS | COLUMBIA ETF TR I SUSTANABLE Usustanable us | $222,000 | +8.8% | 7,225 | 0.0% | 0.02% | -4.0% | |
| QCLN | New | FIRST TR EXCHANGE TRADED FD NAnas clnedg green | $217,000 | – | 8,700 | +100.0% | 0.02% | – |
| KMB | Buy | KIMBERLY CLARK CORP COM | $212,000 | +3.4% | 1,541 | +6.7% | 0.02% | -8.0% |
| FLOT | ISHARES TR FLTG RATE NT ETFfltg rate nt etf | $206,000 | 0.0% | 4,050 | 0.0% | 0.02% | -8.0% | |
| KKR | New | KKR & CO INC CL A | $210,000 | – | 7,200 | +100.0% | 0.02% | – |
| VUG | New | VANGUARD INDEX FDS GROWTH ETFgrowth etf | $200,000 | – | 1,100 | +100.0% | 0.02% | – |
| New | GEELY AUTOMOTIVE HLDGS LTD SHS | $21,000 | – | 10,500 | +100.0% | 0.00% | – | |
| CSOL | CHINA SOLAR & CLEAN ENERGY SOL | $0 | – | 20,000 | 0.0% | 0.00% | – | |
| BINDQ | DNIB UNWIND INC | $0 | – | 10,100 | 0.0% | 0.00% | – | |
| ACIU | Exit | AC IMMUNE SA SHS | $0 | – | -11,525 | -100.0% | -0.01% | – |
| CCO | Exit | CLEAR CHANNEL OUTDOOR HLDGS IN | $0 | – | -39,490 | -100.0% | -0.01% | – |
| GPRE | Exit | GREEN PLAINS INC COM | $0 | – | -12,710 | -100.0% | -0.02% | – |
| IAU | Exit | ISHARES GOLD TRUST ISHARESishares | $0 | – | -10,281 | -100.0% | -0.02% | – |
| UN | Exit | UNILEVER N V N Y SHS NEW | $0 | – | -3,377 | -100.0% | -0.02% | – |
| XLV | Exit | SELECT SECTOR SPDR TR SBI HEALsbi healthcare | $0 | – | -2,411 | -100.0% | -0.03% | – |
| GLIBA | Exit | GCI LIBERTY INC COM CLASS A | $0 | – | -3,595 | -100.0% | -0.03% | – |
| MINT | Exit | PIMCO ETF TR ENHAN SHRT MA ACenhan shrt ma ac | $0 | – | -2,362 | -100.0% | -0.03% | – |
| SPLV | Exit | INVESCO EXCHNG TRADED FD TR IIs&p500 low vol | $0 | – | -4,624 | -100.0% | -0.03% | – |
| BKD | Exit | BROOKDALE SR LIVING INC COM | $0 | – | -49,710 | -100.0% | -0.05% | – |
| LGFB | Exit | LIONS GATE ENTMNT CORP CL B NO | $0 | – | -51,518 | -100.0% | -0.05% | – |
| CCL | Exit | CARNIVAL CORP PAIRED CTF | $0 | – | -10,632 | -100.0% | -0.06% | – |
| GILD | Exit | GILEAD SCIENCES INC COM | $0 | – | -7,960 | -100.0% | -0.06% | – |
| BLK | Exit | BLACKROCK INC COM | $0 | – | -1,294 | -100.0% | -0.07% | – |
| CELG | Exit | CELGENE CORP COM | $0 | – | -6,496 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-13
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.