Appleton Partners Inc/Ma Top Holdings and 13F Report (2024) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Appleton Partners Inc/MaInvestment ActivityAppleton Partners Inc/Ma has $1.29 million in total holdings as of March 31, 2024.Appleton Partners Inc/Ma owns shares of 273 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 6.04% of the portfolio was sold this quarter.This quarter, Appleton Partners Inc/Ma has purchased 285 new stocks and bought additional shares in 65 stocks.Appleton Partners Inc/Ma sold shares of 176 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $68,798Microsoft $51,117Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $47,158Schwab US Large-Cap ETF $41,179Amazon.com $35,424 Largest New Holdings this Quarter AMPLIFY CYBERSECURITY ETF $3,219 HoldingCRH PLC $1,984 HoldingNintendo $1,640 HoldingVanguard Large-Cap ETF $1,331 HoldingiShares National Muni Bond ETF $636 Holding Largest Purchases this Quarter Autodesk 15,062 shares (about $3.92K)Micron Technology 27,654 shares (about $3.26K)AMPLIFY CYBERSECURITY ETF 50,209 shares (about $3.22K)Walmart 45,697 shares (about $2.75K)Netflix 4,199 shares (about $2.55K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 211,485 shares (about $10.67K)Apple 27,906 shares (about $4.79K)Cisco Systems 55,036 shares (about $2.75K)Broadcom 1,688 shares (about $2.24K)D.R. Horton 13,012 shares (about $2.14K) 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$68,798$4,785 ▼-6.5%401,2005.3%Computer and TechnologyMSFTMicrosoft$51,117$2,079 ▼-3.9%121,4994.0%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$47,158$879 ▼-1.8%454,3593.7%ETFSCHXSchwab US Large-Cap ETF$41,179$105 ▲0.3%663,5353.2%ETFAMZNAmazon.com$35,424$904 ▼-2.5%196,3872.7%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$32,633$10,669 ▼-24.6%646,8362.5%ETFJPMJPMorgan Chase & Co.$32,273$1,754 ▼-5.2%161,1212.5%FinanceVVisa$27,379$2,035 ▼-6.9%98,1042.1%Business ServicesHDHome Depot$26,168$1,276 ▼-4.6%68,2182.0%Retail/WholesaleGOOGAlphabet$25,307$152 ▲0.6%166,2092.0%Computer and TechnologyAVGOBroadcom$25,200$2,237 ▼-8.2%19,0132.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$23,183$165 ▼-0.7%245,5561.8%ETFTMOThermo Fisher Scientific$21,920$1,579 ▼-6.7%37,7141.7%MedicalUNHUnitedHealth Group$19,253$1,912 ▲11.0%38,9191.5%MedicalMUMicron Technology$17,448$3,260 ▲23.0%147,9981.4%Computer and TechnologySCHFSchwab International Equity ETF$16,835$237 ▲1.4%431,4461.3%ETFINTUIntuit$16,268$1,483 ▼-8.4%25,0271.3%Computer and TechnologyICEIntercontinental Exchange$15,716$870 ▼-5.2%114,3581.2%FinanceMSMorgan Stanley$15,277$439 ▲3.0%162,2411.2%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$15,020$111 ▲0.7%438,0321.2%ETFZTSZoetis$14,995$242 ▲1.6%88,6171.2%MedicalMRKMerck & Co., Inc.$13,744$73 ▼-0.5%104,1621.1%MedicalJEPIJPMorgan Equity Premium Income ETF$13,337$963 ▲7.8%230,5011.0%ETFBXBlackstone$12,984$1,788 ▲16.0%98,8371.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$12,886$527 ▲4.3%249,7351.0%ETFSPYSPDR S&P 500 ETF Trust$12,788$443 ▼-3.3%24,4481.0%FinanceDHRDanaher$12,716$25 ▲0.2%50,9201.0%Multi-Sector ConglomeratesCMGChipotle Mexican Grill$12,522$238 ▼-1.9%4,3081.0%Retail/WholesaleEQIXEquinix$12,519$686 ▲5.8%15,1681.0%FinanceAJGArthur J. Gallagher & Co.$12,328$441 ▼-3.5%49,3051.0%FinanceROPRoper Technologies$12,257$2,446 ▲24.9%21,8541.0%Computer and TechnologyNFLXNetflix$11,905$2,550 ▲27.3%19,6020.9%Consumer DiscretionaryPGProcter & Gamble$11,710$916 ▼-7.3%72,1710.9%Consumer StaplesSHWSherwin-Williams$11,663$739 ▼-6.0%33,5800.9%ConstructionBACBank of America$11,547$491 ▼-4.1%304,5190.9%FinanceCOSTCostco Wholesale$11,087$1,516 ▼-12.0%15,1330.9%Retail/WholesaleDISWalt Disney$10,977$85 ▲0.8%89,7110.9%Consumer DiscretionarySCHASchwab US Small-Cap ETF$10,676$378 ▲3.7%216,8110.8%ETFNOCNorthrop Grumman$10,499$2,415 ▲29.9%21,9350.8%AerospaceSYKStryker$10,492$53 ▲0.5%29,3170.8%MedicalPEPPepsiCo$10,251$697 ▼-6.4%58,5730.8%Consumer StaplesVRSKVerisk Analytics$10,074$232 ▲2.4%42,7370.8%Business ServicesIBBiShares Biotechnology ETF$10,008$119 ▲1.2%72,9320.8%FinanceRSGRepublic Services$10,007$881 ▼-8.1%52,2740.8%Business ServicesJMSTJPMorgan Ultra-Short Municipal ETF$9,230$18 ▼-0.2%181,9110.7%ETFGOOGLAlphabet$9,124$295 ▼-3.1%60,4500.7%Computer and TechnologyJNJJohnson & Johnson$9,081$479 ▼-5.0%57,4080.7%MedicalSTZConstellation Brands$9,027$605 ▲7.2%33,2170.7%Consumer StaplesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$8,699$34 ▲0.4%87,7450.7%ETFVMCVulcan Materials$8,667$447 ▼-4.9%31,7570.7%ConstructionBKNGBooking$8,616$1,190 ▲16.0%2,3750.7%Retail/WholesalePANWPalo Alto Networks$7,970$1,254 ▼-13.6%28,0490.6%Computer and TechnologyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$7,829$54 ▲0.7%173,1990.6%ETFABBVAbbVie$7,698$286 ▼-3.6%42,2760.6%MedicalCPCanadian Pacific Kansas City$7,690$122 ▼-1.6%87,2150.6%IndustrialsIQVIQVIA$7,523$1,408 ▲23.0%29,7490.6%MedicalLMTLockheed Martin$7,473$618 ▼-7.6%16,4300.6%AerospaceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$7,454$66 ▼-0.9%228,0120.6%ETFWCNWaste Connections$7,397$80 ▼-1.1%43,0040.6%Business ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$7,151$147 ▲2.1%126,8100.6%ManufacturingMNSTMonster Beverage$7,120$283 ▲4.1%120,1000.6%Consumer StaplesTJXTJX Companies$6,506$469 ▼-6.7%64,1500.5%Retail/WholesaleSBUXStarbucks$6,437$257 ▼-3.8%70,4300.5%Retail/WholesaleCNSWFConstellation Software$6,391$1,922 ▲43.0%2,3370.5%Computer and TechnologyADSKAutodesk$6,379$3,922 ▲159.7%24,4960.5%Computer and TechnologyLVMUYLVMH Moët Hennessy - Louis Vuitton, Société Européenne$6,333$320 ▲5.3%34,9810.5%Consumer DiscretionaryBRK.BBerkshire Hathaway$6,143$410 ▼-6.3%14,6070.5%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$6,079$223 ▼-3.5%197,1780.5%ETFDHID.R. Horton$6,072$2,141 ▼-26.1%36,9000.5%ConstructionSPABSPDR Portfolio Aggregate Bond ETF$6,039$576 ▲10.5%238,8740.5%ETFAMGNAmgen$5,775$79 ▲1.4%20,3130.4%MedicalIAGGiShares Core International Aggregate Bond ETF$5,632$69 ▲1.2%112,7560.4%ETFHSYHershey$5,450$304 ▼-5.3%28,0190.4%Consumer StaplesMCDMcDonald's$5,441$777 ▼-12.5%19,2960.4%Retail/WholesaleAMTAmerican Tower$5,192$93 ▼-1.8%26,2750.4%FinanceHEROGlobal X Video Games & Esports ETF$5,036$398 ▲8.6%243,2860.4%ManufacturingXOMExxon Mobil$5,002$229 ▼-4.4%43,0320.4%Oils/EnergyIWMiShares Russell 2000 ETF$4,781$506 ▼-9.6%22,7330.4%FinanceACNAccenture$4,553$314 ▼-6.5%13,1350.4%Business ServicesNVDANVIDIA$4,228$359 ▼-7.8%4,6790.3%Computer and TechnologyWSOWatsco$4,141$165 ▲4.1%9,5860.3%ConstructionWMTWalmart$4,126$2,749 ▲199.7%68,5750.3%Retail/WholesalePFFDGlobal X U.S. Preferred ETF$4,088$124 ▲3.1%202,7780.3%ETFEMLPFirst Trust North American Energy Infrastructure Fund$4,088$37 ▲0.9%138,4230.3%ETFSCHHSchwab U.S. REIT ETF$4,046$245 ▲6.4%199,3330.3%ETFLLYEli Lilly and Company$3,947$230 ▼-5.5%5,0730.3%MedicalXLUUtilities Select Sector SPDR Fund$3,527$110 ▼-3.0%53,7220.3%ETFCMECME Group$3,497$89 ▲2.6%16,2410.3%FinanceADBEAdobe$3,396$770 ▼-18.5%6,7300.3%Computer and TechnologyMETAMeta Platforms$3,372$172 ▼-4.9%6,9440.3%Computer and TechnologyMDTMedtronic$3,252$804 ▼-19.8%37,3100.3%MedicalAMPLIFY CYBERSECURITY ETF$3,219$3,219 ▲New Holding50,2090.2%CSCOMBGraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF$3,155$234 ▲8.0%158,7630.2%FinanceBKLNInvesco Senior Loan ETF$2,848$51 ▲1.8%134,6630.2%ETFIVViShares Core S&P 500 ETF$2,782$47 ▼-1.7%5,2910.2%ETFVOVanguard Mid-Cap ETF$2,750$37 ▲1.4%11,0060.2%ETFBRBroadridge Financial Solutions$2,731$96 ▼-3.4%13,3300.2%Business ServicesEFAiShares MSCI EAFE ETF$2,686$112 ▲4.4%33,6320.2%FinanceGSThe Goldman Sachs Group$2,671$567 ▼-17.5%6,3950.2%FinanceDFSDiscover Financial Services$2,610$43 ▼-1.6%19,9090.2%FinanceShowing largest 100 holdings. 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