Appleton Partners Inc/Ma Top Holdings and 13F Report (2025) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.41 million in total holdings as of June 30, 2025.Appleton Partners Inc/Ma owns shares of 251 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 3.44% of the portfolio was purchased this quarter.About 3.12% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 243 new stocks and bought additional shares in 67 stocks.Appleton Partners Inc/Ma sold shares of 153 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $71,678Microsoft $58,847Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $52,113Schwab US Large-Cap ETF $45,564Amazon.com $39,676 Largest New Holdings this Quarter L8681T102 - Spotify Technology $9,917 Holding14040H105 - Capital One Financial $3,662 Holding009158106 - Air Products and Chemicals $2,740 Holding11135E203 - Broadstone Net Lease $587 Holding464286533 - iShares MSCI Emerging Markets Min Vol Factor ETF $313 Holding Largest Purchases this Quarter ServiceNow 10,083 shares (about $10.37K)Spotify Technology 12,924 shares (about $9.92K)UnitedHealth Group 13,458 shares (about $4.20K)Capital One Financial 17,212 shares (about $3.66K)Berkshire Hathaway 6,235 shares (about $3.03K) Largest Sales this Quarter Broadcom 16,592 shares (about $4.57K)JPMorgan Chase & Co. 10,159 shares (about $2.95K)Micron Technology 16,918 shares (about $2.09K)Microsoft 4,009 shares (about $1.99K)Intuit 1,816 shares (about $1.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAppleton Partners Inc/Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$71,678$1,031 ▼-1.4%349,3575.1%Computer and TechnologyMSFTMicrosoft$58,847$1,994 ▼-3.3%118,3074.2%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$52,113$612 ▼-1.2%429,3343.7%ETFSCHXSchwab US Large-Cap ETF$45,564$840 ▼-1.8%1,864,3403.2%ETFAMZNAmazon.com$39,676$1,000 ▼-2.5%180,8472.8%Retail/WholesaleJPMJPMorgan Chase & Co.$37,418$2,945 ▼-7.3%129,0672.6%FinanceAVGOBroadcom$37,312$4,574 ▼-10.9%135,3612.6%Computer and TechnologyVVisa$30,005$873 ▼-2.8%84,5102.1%Business ServicesGOOGAlphabet$27,444$80 ▲0.3%154,7111.9%Computer and TechnologyGE VERNOVA INC$25,382$638 ▼-2.5%47,9671.8%CSMETAMeta Platforms$24,066$514 ▲2.2%32,6061.7%Computer and TechnologyHDHome Depot$23,457$40 ▼-0.2%63,9791.7%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$23,340$1,100 ▼-4.5%460,5301.7%ETFXLEEnergy Select Sector SPDR Fund$23,118$36 ▼-0.2%272,5881.6%ETFNFLXNetflix$22,666$928 ▼-3.9%16,9261.6%Consumer DiscretionaryMSMorgan Stanley$21,820$24 ▲0.1%154,9061.5%FinanceSCHFSchwab International Equity ETF$18,974$71 ▲0.4%858,5671.3%ETFICEIntercontinental Exchange$17,775$110 ▲0.6%96,8841.3%FinanceINTUIntuit$17,391$1,430 ▼-7.6%22,0801.2%Computer and TechnologyGSIEGoldman Sachs ActiveBeta International Equity ETF$17,246$32 ▲0.2%434,8551.2%ETFMUMicron Technology$17,010$2,085 ▼-10.9%138,0091.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$15,831$148 ▲0.9%263,7141.1%ETFBRK.BBerkshire Hathaway$15,765$3,029 ▲23.8%32,4541.1%FinanceUNHUnitedHealth Group$15,717$4,199 ▲36.5%50,3781.1%MedicalAJGArthur J. Gallagher & Co.$15,458$58 ▼-0.4%48,2901.1%FinanceJEPIJPMorgan Equity Premium Income ETF$14,806$23 ▲0.2%260,4401.0%ETFBXBlackstone$14,579$48 ▲0.3%97,4631.0%FinanceTMOThermo Fisher Scientific$13,993$553 ▼-3.8%34,5121.0%MedicalWELLWelltower$13,748$1,199 ▲9.6%89,4301.0%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$13,626$851 ▼-5.9%441,9861.0%ETFNVDANVIDIA$13,471$195 ▲1.5%85,2671.0%Computer and TechnologyVRSKVerisk Analytics$13,309$440 ▼-3.2%42,7240.9%Business ServicesSPYSPDR S&P 500 ETF Trust$13,079$399 ▼-3.0%21,1690.9%FinanceROPRoper Technologies$12,842$45 ▲0.3%22,6550.9%Computer and TechnologyZTSZoetis$12,618$341 ▼-2.6%80,9090.9%MedicalBKNGBooking$12,609$544 ▼-4.1%2,1780.9%Retail/WholesaleCIBRFirst Trust Nasdaq Cybersecurity ETF$12,324$1,143 ▲10.2%163,0570.9%ManufacturingSHWSherwin-Williams$11,825$7 ▼-0.1%34,4390.8%Basic MaterialsSYKStryker$11,675$151 ▲1.3%29,5090.8%MedicalNOWServiceNow$11,639$10,366 ▲814.5%11,3210.8%Computer and TechnologyDISWalt Disney$11,636$523 ▼-4.3%93,8280.8%Consumer DiscretionaryCMGChipotle Mexican Grill$11,611$27 ▲0.2%206,7910.8%Retail/WholesaleDHRDanaher$11,211$415 ▼-3.6%56,7550.8%MedicalSCHASchwab US Small-Cap ETF$11,167$183 ▼-1.6%441,3780.8%ETFCWCurtiss-Wright$11,111$667 ▼-5.7%22,7430.8%AerospaceRSGRepublic Services$10,704$672 ▼-5.9%43,4060.8%Business ServicesNOCNorthrop Grumman$10,695$267 ▲2.6%21,3910.8%AerospaceCOSTCostco Wholesale$10,333$436 ▼-4.0%10,4380.7%Retail/WholesaleMRVLMarvell Technology$10,309$1,399 ▼-12.0%133,1860.7%Computer and TechnologyPGProcter & Gamble$10,149$384 ▼-3.6%63,7040.7%Consumer StaplesSPOTSpotify Technology$9,917$9,917 ▲New Holding12,9240.7%Computer and TechnologyVMCVulcan Materials$9,500$45 ▼-0.5%36,4220.7%ConstructionSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$9,443$202 ▲2.2%281,2000.7%ETFIBBiShares Biotechnology ETF$9,348$568 ▼-5.7%73,8940.7%FinanceWCNWaste Connections$9,300$78 ▲0.8%49,8050.7%Business ServicesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$9,175$82 ▲0.9%88,4770.6%ETFCNSWFConstellation Software$9,075$92 ▼-1.0%2,4730.6%Computer and TechnologyGOOGLAlphabet$9,073$535 ▼-5.6%51,4860.6%Computer and TechnologyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$8,285$7 ▼-0.1%182,1430.6%ETFEVREvercore$8,203$1,241 ▼-13.1%30,3800.6%FinancePANWPalo Alto Networks$7,821$161 ▼-2.0%38,2180.6%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$7,791$321 ▲4.3%304,3360.6%ETFADSKAutodesk$7,751$61 ▲0.8%25,0380.5%Computer and TechnologyMNSTMonster Beverage$7,533$102 ▼-1.3%120,2650.5%Consumer StaplesABBVAbbVie$7,377$373 ▲5.3%39,7420.5%MedicalLMTLockheed Martin$7,211$160 ▼-2.2%15,5700.5%AerospaceJNJJohnson & Johnson$7,176$163 ▼-2.2%46,9800.5%MedicalIAGGiShares Core International Aggregate Bond ETF$6,469$186 ▲3.0%126,6290.5%ETFWMTWalmart$6,436$266 ▼-4.0%65,8240.5%Retail/WholesalePEPPepsiCo$6,406$335 ▼-5.0%48,5180.5%Consumer StaplesTJXTJX Companies$5,970$262 ▼-4.2%48,3470.4%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$5,755$465 ▼-7.5%113,0120.4%ETFMCDMcDonald's$5,170$319 ▼-5.8%17,6960.4%Retail/WholesaleAMTAmerican Tower$4,784$218 ▼-4.4%21,6470.3%FinanceXLUUtilities Select Sector SPDR Fund$4,777$37 ▼-0.8%58,4930.3%ETFEMLPFirst Trust North American Energy Infrastructure Fund$4,716$40 ▼-0.8%125,7200.3%ETFCMECME Group$4,419$66 ▼-1.5%16,0320.3%FinanceLVMUYLVMH-Moet Hennessy Louis Vuitton$4,391$358 ▼-7.5%41,7930.3%Consumer DiscretionarySCHHSchwab U.S. REIT ETF$4,386$21 ▲0.5%207,2610.3%ETFIWMiShares Russell 2000 ETF$4,080$104 ▼-2.5%18,9050.3%FinancePFFDGlobal X U.S. Preferred ETF$4,038$245 ▼-5.7%214,4210.3%ETFAMPLIFY CYBERSECURITY ETF$4,032$107 ▼-2.6%46,6800.3%CSGSThe Goldman Sachs Group$3,856$67 ▼-1.7%5,4480.3%FinanceHSYHershey$3,812$23 ▼-0.6%22,9690.3%Consumer StaplesCOFCapital One Financial$3,662$3,662 ▲New Holding17,2120.3%FinanceCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$3,608$56 ▲1.6%171,9020.3%FinanceLLYEli Lilly and Company$3,605$48 ▼-1.3%4,6250.3%MedicalCTASCintas$3,446$120 ▼-3.4%15,4620.2%Business ServicesDGXQuest Diagnostics$3,439$1,992 ▲137.7%19,1460.2%MedicalXOMExxon Mobil$3,378$166 ▼-4.7%31,3340.2%EnergyIVViShares Core S&P 500 ETF$3,354$273 ▲8.9%5,4020.2%ETFCRH PLC$3,353$211 ▼-5.9%36,5210.2%CSXLKTechnology Select Sector SPDR Fund$3,083$6 ▼-0.2%12,1760.2%ETFBRBroadridge Financial Solutions$3,073$168 ▼-5.2%12,6450.2%Computer and TechnologyROLRollins$3,056$63 ▲2.1%54,1680.2%ConstructionBKLNInvesco Senior Loan ETF$3,052$3 ▲0.1%145,8660.2%ETFNTDOYNintendo$3,037$103 ▼-3.3%126,4420.2%Consumer DiscretionarySPHYSPDR Portfolio High Yield Bond ETF$3,019$44 ▲1.5%126,8450.2%ETFWSOWatsco$2,966$38 ▼-1.2%6,7170.2%ConstructionMDTMedtronic$2,859$182 ▼-6.0%32,8020.2%MedicalShowing largest 100 holdings. 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