APPLETON PARTNERS INC/MA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, APPLETON PARTNERS INC/MA held in its portfolio 240 assets valued at $1,518,018 (i.e. $1.52M).
The most valuable assets in the portfolio included: APPLE INC COM ($92.90K), GOLDMAN SACHS ETF TR ACTIVEBET ($74.98K), and J P MORGAN EXCHANGE TRADED FD ($65.22K).
The chart below shows the top 10 valuable assets, and the table below shows the top 240 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
APPLETON PARTNERS INC/MA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC COM | 341715 | 92899 | CS |
| GOLDMAN SACHS ETF TR ACTIVEBET | 864935 | 74977 | ETF |
| J P MORGAN EXCHANGE TRADED FD | 1149599 | 65225 | ETF |
| MICROSOFT CORP COM | 117451 | 56801 | CS |
| SCHWAB STRATEGIC TR US LRG CAP | 1846376 | 49686 | ETF |
| ALPHABET INC CAP STK CL C | 138274 | 43390 | CS |
| AMAZON COM INC COM | 179908 | 41526 | CS |
| BROADCOM INC COM | 119632 | 41405 | CS |
| JPMORGAN CHASE & CO. COM | 127112 | 40958 | CS |
| SPDR SERIES TRUST STATE STREET | 1268210 | 38016 | ETF |
| MICRON TECHNOLOGY INC COM | 117704 | 33594 | CS |
| GE VERNOVA INC COM | 43260 | 28273 | CS |
| VISA INC COM CL A | 80275 | 28153 | CS |
| MORGAN STANLEY COM NEW | 151496 | 26895 | CS |
| SELECT SECTOR SPDR TR ENERGY | 543535 | 24301 | CS |
| HOME DEPOT INC COM | 64970 | 22356 | CS |
| META PLATFORMS INC CL A | 33489 | 22106 | CS |
| SCHWAB STRATEGIC TR INTL EQTY | 860686 | 20691 | ETF |
| ELI LILLY & CO COM | 18135 | 19489 | CS |
| ISHARES INC CORE MSCI EMKT | 266009 | 17881 | ETF |
| BERKSHIRE HATHAWAY INC | 33298 | 17492 | CS |
| WELLTOWER INC COM | 92966 | 17255 | CS |
| NVIDIA CORPORATION COM | 87714 | 16359 | CS |
| INTERCONTINENTAL EXCHANGE INC | 100749 | 16317 | CS |
| NETFLIX INC COM | 170594 | 15995 | CS |
| INTUIT COM | 23574 | 15616 | CS |
| ALPHABET INC CAP STK CL A | 49574 | 15517 | CS |
| BLACKSTONE INC COM | 98758 | 15223 | CS |
| UNITEDHEALTH GROUP INC COM | 42857 | 14148 | CS |
| SPDR S&P 500 ETF TR TR UNIT | 20503 | 13981 | ETF |
| DANAHER CORPORATION COM | 55895 | 12796 | CS |
| GALLAGHER ARTHUR J & CO COM | 49292 | 12756 | CS |
| BOOKING HOLDINGS INC COM | 2367 | 12676 | CS |
| CURTISS WRIGHT CORP COM | 22652 | 12487 | CS |
| SCHWAB STRATEGIC TR US SML CAP | 438247 | 12481 | ETF |
| ISHARES TR ISHARES BIOTECH | 73900 | 12472 | CS |
| CADENCE DESIGN SYSTEMS INC | 38365 | 11992 | CS |
| QXO INC COM NEW | 613911 | 11842 | CS |
| FIRST TR EXCHANGE TRADED FD II | 162489 | 11610 | CS |
| KRATOS DEFENSE & SECURITY SOLU | 148287 | 11256 | CS |
| SHERWIN WILLIAMS CO COM | 34484 | 11174 | CS |
| STRYKER CORPORATION COM | 30507 | 10722 | CS |
| VERISK ANALYTICS INC COM | 47222 | 10563 | CS |
| DISNEY WALT CO COM | 92164 | 10485 | CS |
| EVERCORE INC CLASS A | 30704 | 10447 | CS |
| VULCAN MATLS CO COM | 36273 | 10346 | CS |
| JOHNSON & JOHNSON COM | 47188 | 9766 | CS |
| ROPER TECHNOLOGIES INC COM | 21337 | 9498 | CS |
| MONSTER BEVERAGE CORP NEW COM | 121703 | 9331 | CS |
| REPUBLIC SVCS INC COM | 43269 | 9170 | CS |
| WASTE CONNECTIONS INC COM | 51880 | 9098 | CS |
| COSTCO WHSL CORP NEW COM | 10230 | 8822 | CS |
| PROCTER AND GAMBLE CO COM | 61222 | 8774 | CS |
| THERMO FISHER SCIENTIFIC INC C | 14898 | 8632 | CS |
| SPOTIFY TECHNOLOGY SA | 14353 | 8335 | CS |
| SERVICENOW INC COM | 53889 | 8255 | CS |
| AUTODESK INC COM | 27457 | 8128 | CS |
| ABBVIE INC COM | 34177 | 7809 | CS |
| SELECT SECTOR SPDR TR STATE ST | 75235 | 7177 | CS |
| WALMART INC COM | 64257 | 7159 | CS |
| TJX COS INC NEW COM | 45815 | 7038 | CS |
| SOLVENTUM CORP COM SHS | 88446 | 7008 | CS |
| ISHARES TR CORE INTL AGGR | 135723 | 6788 | ETF |
| PEPSICO INC COM | 47207 | 6775 | CS |
| PALO ALTO NETWORKS INC COM | 36118 | 6653 | CS |
| CONSTELLATION SOFTWARE INC COM | 2485 | 5963 | CS |
| LVMH MOET HENNESSY LOU VUITTON | 37673 | 5708 | CS |
| SELECT SECTOR SPDR TR SBI INT- | 129508 | 5529 | CS |
| MCDONALDS CORP COM | 17670 | 5400 | CS |
| FIRST TR EXCHANGE-TRADED FD IV | 128625 | 4871 | ETF |
| SCHWAB STRATEGIC TR US REIT ET | 223625 | 4672 | ETF |
| GOLDMAN SACHS GROUP INC COM | 5219 | 4588 | CS |
| ISHARES TR RUSSELL 2000 ETF | 18300 | 4505 | ETF |
| CME GROUP INC COM | 16402 | 4479 | CS |
| CRH PLC ORD | 33453 | 4175 | CS |
| HERSHEY CO COM | 21750 | 3958 | CS |
| EXXON MOBIL CORP COM | 31544 | 3796 | CS |
| CAPITAL ONE FINL CORP COM | 15350 | 3720 | CS |
| GRANITESHARES ETF TR BBG COMMD | 176080 | 3717 | ETF |
| FIRST TR EXCH TRADED FD III PF | 203925 | 3716 | ETF |
| AMPLIFY ETF TR AMPLIFY CYBERSE | 45635 | 3668 | CS |
| AMERICAN TOWER CORP | 20804 | 3653 | CS |
| QUEST DIAGNOSTICS INC COM | 20982 | 3641 | CS |
| ISHARES TR CORE S&P500 ETF | 5226 | 3579 | ETF |
| INVESCO EXCH TRADED FD TR II S | 159068 | 3484 | ETF |
| TE CONNECTIVITY PLC ORD SHS | 15132 | 3443 | CS |
| VANGUARD INTL EQUITY INDEX FDS | 48955 | 3440 | ETF |
| ROLLINS INC COM | 55906 | 3355 | CS |
| LOCKHEED MARTIN CORP COM | 6416 | 3103 | CS |
| MEDTRONIC PLC SHS | 32200 | 3093 | CS |
| NORTHROP GRUMMAN CORP COM | 5376 | 3065 | CS |
| HONEYWELL INTL INC COM | 15321 | 2989 | CS |
| ISHARES TR MSCI EAFE ETF | 30501 | 2929 | ETF |
| CORNING INC COM | 32780 | 2870 | CS |
| CINTAS CORP COM | 15045 | 2830 | CS |
| BROADRIDGE FINL SOLUTIONS INC | 12072 | 2694 | CS |
| VANGUARD TAX-MANAGED FDS VAN F | 40550 | 2533 | ETF |
| SCHWAB STRATEGIC TR US LCAP GR | 69026 | 2252 | ETF |
| AIR PRODS & CHEMS INC COM | 8886 | 2195 | CS |
| SYSCO CORP COM | 29438 | 2169 | CS |
| NINTENDO LTD UNSPON ADS | 127454 | 2154 | CS |
| ISHARES TR RUS MID CAP ETF | 22150 | 2132 | ETF |
| BANK AMERICA CORP COM | 38416 | 2113 | CS |
| NIKE INC CL B | 32944 | 2099 | CS |
| SCHWAB STRATEGIC TR FUNDAMENTA | 63014 | 2094 | ETF |
| AUTOMATIC DATA PROCESSING INC | 8102 | 2084 | CS |
| WATSCO INC COM | 6124 | 2063 | CS |
| HOULIHAN LOKEY INC CL A | 11254 | 1960 | CS |
| EQUINIX INC COM | 2488 | 1906 | CS |
| ZOETIS INC CL A | 15037 | 1892 | CS |
| ABBOTT LABS COM | 13856 | 1736 | CS |
| AMGEN INC COM | 5302 | 1735 | CS |
| SPDR GOLD TR GOLD SHS | 4141 | 1641 | ETF |
| AMPHENOL CORP NEW CL A | 11722 | 1584 | CS |
| VANGUARD INDEX FDS MID CAP ETF | 5441 | 1579 | ETF |
| CISCO SYS INC COM | 20335 | 1566 | CS |
| ISHARES TR RUS 1000 GRW ETF | 3278 | 1552 | ETF |
| ISHARES TR RUS 2000 GRW ETF | 4639 | 1498 | ETF |
| INVESCO QQQ TR UNIT SER 1 | 2385 | 1465 | ETF |
| VANGUARD INDEX FDS LARGE CAP E | 4639 | 1460 | ETF |
| VANGUARD INDEX FDS TOTAL STK M | 4062 | 1362 | ETF |
| DUPONT DE NEMOURS INC COM | 32314 | 1299 | CS |
| GE AEROSPACE COM NEW | 3965 | 1221 | CS |
| ORACLE CORP COM | 6141 | 1197 | CS |
| ADOBE INC COM | 3346 | 1171 | CS |
| VANGUARD WORLD FD INF TECH ETF | 1495 | 1127 | ETF |
| CATERPILLAR INC COM | 1888 | 1082 | CS |
| SPDR SERIES TRUST STATE STREET | 8534 | 1078 | CS |
| VERISIGN INC COM | 4424 | 1075 | CS |
| ISHARES TR CORE S&P MCP ETF | 15950 | 1053 | ETF |
| GLOBAL X FDS US PFD ETF | 55536 | 1050 | ETF |
| MID-AMER APT CMNTYS INC COM | 7331 | 1018 | CS |
| COMCAST CORP NEW CL A | 33805 | 1010 | CS |
| WELLS FARGO CO NEW COM | 10692 | 996 | CS |
| ISHARES TR MSCI EMG MKT ETF | 16836 | 921 | ETF |
| VANGUARD SPECIALIZED FUNDS DIV | 4165 | 915 | ETF |
| ISHARES TR RUS MD CP GR ETF | 6672 | 914 | ETF |
| INTERNATIONAL BUSINESS MACHS C | 3027 | 897 | CS |
| ISHARES TR SELECT DIVID ETF | 6184 | 873 | ETF |
| RTX CORPORATION COM | 4705 | 863 | CS |
| ISHARES GOLD TRUST | 10517 | 854 | ETF |
| COCA COLA CO COM | 12068 | 844 | CS |
| VANGUARD INDEX FDS S&P 500 ETF | 1316 | 825 | ETF |
| VERTEX PHARMACEUTICALS INC | 1808 | 820 | CS |
| SPDR INDEX SHS FDS MSCI EMRG M | 11874 | 785 | ETF |
| SPDR S&P MIDCAP 400 ETF TR UTS | 1300 | 784 | ETF |
| WABTEC COM | 3662 | 782 | CS |
| ISHARES TR CORE UNIVRSL USD | 16680 | 776 | ETF |
| MERCK & CO INC COM | 7296 | 768 | CS |
| TEXAS INSTRS INC COM | 4377 | 759 | CS |
| CSX CORP COM | 20570 | 746 | CS |
| ACCENTURE PLC IRELAND SHS CLAS | 2774 | 744 | CS |
| UNION PAC CORP COM | 3075 | 711 | CS |
| TRANE TECHNOLOGIES PLC SHS | 1756 | 683 | CS |
| 3M CO COM | 4199 | 672 | CS |
| WORLD GOLD TR SPDR GLD MINIS | 7601 | 649 | ETF |
| SCHWAB STRATEGIC TR US DIVIDEN | 22828 | 626 | ETF |
| SPDR DOW JONES INDL AVERAGE ET | 1289 | 619 | ETF |
| VANGUARD WORLD FD ESG US STK E | 5057 | 612 | ETF |
| TRAVELERS COMPANIES INC COM | 2107 | 611 | CS |
| INTEL CORP COM | 16451 | 607 | CS |
| CHUBB LIMITED COM | 1940 | 606 | CS |
| DEERE & CO COM | 1234 | 575 | CS |
| WASTE MGMT INC DEL COM | 2548 | 560 | CS |
| ISHARES TR MSCI EAFE MIN VL | 6454 | 557 | ETF |
| MONDELEZ INTL INC CL A | 10237 | 551 | CS |
| VANGUARD INDEX FDS SMALL CP ET | 2112 | 545 | ETF |
| YUM BRANDS INC COM | 3586 | 542 | CS |
| SALESFORCE INC COM | 2036 | 539 | CS |
| AFLAC INC COM | 4863 | 536 | CS |
| ARCHER DANIELS MIDLAND CO COM | 9282 | 534 | CS |
| VALERO ENERGY CORP COM | 3159 | 514 | CS |
| ISHARES TR CORE MSCI EAFE | 5521 | 494 | ETF |
| ISHARES TR CORE S&P SCP ETF | 4088 | 491 | ETF |
| SILVERCREST ASSET MGMT GROUP I | 31650 | 481 | CS |
| ISHARES TR RUS 2000 VAL ETF | 2654 | 481 | ETF |
| STARBUCKS CORP COM | 5661 | 477 | CS |
| GOLDMAN SACHS ETF TR JUST US L | 4903 | 474 | ETF |
| AT&T INC COM | 18955 | 471 | CS |
| ILLINOIS TOOL WKS INC COM | 1870 | 461 | CS |
| PROGRESSIVE CORP COM | 1997 | 455 | CS |
| ISHARES TR ESG AW MSCI EAFE | 4664 | 443 | ETF |
| VANGUARD INDEX FDS GROWTH ETF | 899 | 439 | ETF |
| THE CIGNA GROUP COM | 1592 | 438 | CS |
| VERIZON COMMUNICATIONS INC COM | 10730 | 437 | CS |
| ISHARES INC MSCI GBL MIN VOL | 3575 | 425 | ETF |
| SCHWAB STRATEGIC TR US BRD MKT | 16043 | 421 | ETF |
| ISHARES TR RUS MDCP VAL ETF | 2956 | 417 | ETF |
| CHEVRON CORP NEW COM | 2676 | 408 | CS |
| T-MOBILE US INC COM | 1996 | 405 | CS |
| WEC ENERGY GROUP INC COM | 3806 | 401 | CS |
| SCHWAB STRATEGIC TR EMRG MKTEQ | 11884 | 389 | ETF |
| ISHARES TR CORE S&P TTL STK | 2611 | 388 | ETF |
| TESLA INC COM | 858 | 386 | CS |
| OREILLY AUTOMOTIVE INC COM | 4209 | 384 | CS |
| CHURCH & DWIGHT CO INC COM | 4557 | 382 | CS |
| BOEING CO COM | 1741 | 378 | CS |
| VANGUARD INDEX FDS VALUE ETF | 1958 | 374 | ETF |
| DARDEN RESTAURANTS INC | 1986 | 365 | CS |
| GLOBAL X FDS VDEO GAM ESPRT | 12157 | 362 | CS |
| BROOKFIELD CORP CL A LTD VT SH | 7809 | 358 | CS |
| FIDELITY WISE ORIGIN BITCOIN F | 4534 | 346 | ETF |
| EOG RES INC COM | 3285 | 345 | CS |
| ISHARES TR RUS 1000 VAL ETF | 1639 | 345 | ETF |
| PROFESIONALLY MANAGED PORTFOLI | 5251 | 344 | ETF |
| VANGUARD INDEX FDS SM CP VAL E | 1591 | 337 | ETF |
| VANGUARD WHITEHALL FDS HIGH DI | 2330 | 334 | ETF |
| COLGATE PALMOLIVE CO COM | 4071 | 322 | CS |
| NEXTERA ENERGY INC COM | 4004 | 321 | CS |
| ISHARES INC MSCI EMERG MRKT | 4987 | 319 | ETF |
| NUCOR CORP COM | 1897 | 309 | CS |
| QNITY ELECTRONICS INC COMMON S | 3780 | 309 | CS |
| ISHARES TR S&P 500 VAL ETF | 1440 | 305 | ETF |
| FORD MTR CO COM | 22996 | 302 | CS |
| VANGUARD WORLD FD HEALTH CAR E | 1040 | 299 | ETF |
| MONGODB INC CL A | 712 | 299 | CS |
| INVESCO EXCHANGE TRADED FD TR | 1540 | 295 | ETF |
| SOUTHERN CO COM | 3375 | 294 | CS |
| ISHARES TR U.S. ENERGY ETF | 6089 | 289 | ETF |
| FIRST TR EXCHANGE-TRADED FD US | 1716 | 281 | ETF |
| EXPEDIA GROUP INC COM NEW | 990 | 280 | CS |
| FORTIVE CORP COM | 4580 | 253 | CS |
| CORTEVA INC COM | 3651 | 245 | CS |
| PROSHARES TR SP500 EX ENRGY | 3321 | 245 | ETF |
| WISDOMTREE TR US MIDCAP DIVID | 4689 | 242 | ETF |
| SCHWAB STRATEGIC TR US MID-CAP | 7844 | 236 | ETF |
| GENERAL MLS INC COM | 5006 | 233 | CS |
| LOWES COS INC COM | 964 | 232 | CS |
| YUM CHINA HLDGS INC COM | 4810 | 230 | CS |
| AON PLC SHS CL A | 645 | 228 | CS |
| SHELL PLC SPON ADS | 3086 | 227 | CS |
| RLI CORP COM | 3415 | 218 | CS |
| NVENT ELECTRIC PLC SHS | 2120 | 216 | CS |
| VANGUARD WORLD FD COMM SRVC ET | 1087 | 210 | ETF |
| NORTHERN TR CORP COM | 1540 | 210 | CS |
| VANGUARD WORLD FD ESG INTL STK | 2925 | 209 | ETF |
| PFIZER INC COM | 8376 | 209 | CS |
| SCHWAB STRATEGIC TR US LCAP VA | 7031 | 208 | ETF |
| UBER TECHNOLOGIES INC | 2510 | 205 | CS |
| CLIFTON MNG CO COM | 25000 | 3 | CS |
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