Universe · entity
APPLETON PARTNERS INC/MA
Institutional manager (13F) · CIK 1055290
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC COM | $85k | 336,626 |
| 2 | GOLDMAN SACHS ETF TR ACTIVEBET | $53k | 420,407 |
| 3 | SCHWAB STRATEGIC TR US LRG CAP | $47k | 1,846,870 |
| 4 | MICROSOFT CORP COM | $44k | 119,394 |
| 5 | ALPHABET INC CAP STK CL C | $39k | 137,093 |
| 6 | AMAZON COM INC COM | $37k | 179,510 |
| 7 | JPMORGAN CHASE & CO COM | $37k | 126,590 |
| 8 | BROADCOM INC COM | $37k | 118,722 |
| 9 | GE VERNOVA INC COM | $37k | 41,914 |
| 10 | MICRON TECHNOLOGY INC COM | $35k | 102,823 |
| 11 | SELECT SECTOR SPDR TR STATE ST | $32k | 520,194 |
| 12 | MORGAN STANLEY COM NEW | $25k | 150,216 |
| 13 | VISA INC COM CL A | $24k | 80,277 |
| 14 | J P MORGAN EXCHANGE TRADED FD | $23k | 455,063 |
| 15 | SCHWAB STRATEGIC TR INTL EQTY | $21k | 866,102 |
| 16 | META PLATFORMS INC CL A | $19k | 33,952 |
| 17 | GOLDMAN SACHS ETF TR ACTIVEBET | $19k | 446,210 |
| 18 | WELLTOWER INC COM | $19k | 95,106 |
| 19 | ISHARES INC CORE MSCI EMKT | $19k | 267,008 |
| 20 | NETFLIX INC. COM | $18k | 191,195 |
| 21 | ELI LILLY & CO COM | $18k | 19,092 |
| 22 | INTERCONTINENTAL EXCHANGE INC | $16k | 99,607 |
| 23 | BERKSHIRE HATHAWAY INC | $15k | 32,147 |
| 24 | CURTISS WRIGHT CORP COM | $15k | 22,246 |
| 25 | NVIDIA CORPORATION COM | $15k | 86,109 |
| 26 | J P MORGAN EXCHANGE TRADED FD | $15k | 258,791 |
| 27 | SPDR SERIES TRUST STATE STREET | $14k | 448,206 |
| 28 | ALPHABET INC CAP STK CL A | $13k | 46,561 |
| 29 | SPDR S&P 500 ETF TR TR UNIT | $13k | 20,070 |
| 30 | SCHWAB STRATEGIC TR US SML CAP | $13k | 439,134 |
| 31 | QXO INC COM NEW | $13k | 649,265 |
| 32 | ISHARES TR ISHARES BIOTECH | $12k | 74,010 |
| 33 | HOME DEPOT INC COM | $12k | 36,420 |
| 34 | GLOBALFOUNDRIES INC ORDINARY S | $12k | 268,748 |
| 35 | BLACKSTONE INC COM | $12k | 102,007 |
| 36 | SPDR SERIES TRUST STATE STREET | $11k | 340,815 |
| 37 | JOHNSON & JOHNSON COM | $11k | 46,582 |
| 38 | UNITEDHEALTH GROUP INC COM | $11k | 41,610 |
| 39 | SHERWIN WILLIAMS CO COM | $11k | 34,491 |
| 40 | DANAHER CORP DEL COM | $11k | 57,058 |
| 41 | CADENCE DESIGN SYSTEMS INC | $11k | 38,928 |
| 42 | J P MORGAN EXCHANGE TRADED FD | $11k | 92,579 |
| 43 | FIRST TR EXCHANGE-TRADED FD II | $10k | 163,495 |
| 44 | BOOKING HOLDINGS INC COM | $10k | 2,424 |
| 45 | KRATOS DEFENSE & SECURITY SOLU | $10k | 144,385 |
| 46 | STRYKER CORPORATION COM | $10k | 30,587 |
| 47 | J P MORGAN EXCHANGE TRADED FD | $10k | 190,724 |
| 48 | VULCAN MATLS CO COM | $10k | 36,145 |
| 49 | SPDR SERIES TRUST STATE STREET | $10k | 381,846 |
| 50 | S&P GLOBAL INC COM | $10k | 22,892 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.