Appleton Partners INC/MA
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $85.4K | 6.0% |
| GOLDMAN SACHS ETF TR ACTIVEBET | $52.6K | 3.7% |
| SCHWAB STRATEGIC TR US LRG CAP | $47.4K | 3.3% |
| MICROSOFT CORP | $44.2K | 3.1% |
| Alphabet Inc. | $39.3K | 2.7% |
| Amazon.com Inc | $37.4K | 2.6% |
| JPMORGAN CHASE & CO | $37.2K | 2.6% |
| Broadcom Inc. | $36.7K | 2.6% |
| GE Vernova Inc. | $36.6K | 2.6% |
| MICRON TECHNOLOGY INC | $34.7K | 2.4% |
| SELECT SECTOR SPDR TR STATE ST | $31.9K | 2.2% |
| Morgan Stanley | $24.7K | 1.7% |
| Visa Inc | $24.3K | 1.7% |
| J P MORGAN EXCHANGE TRADED FD | $23.0K | 1.6% |
| SCHWAB STRATEGIC TR INTL EQTY | $21.4K | 1.5% |
| Meta Platforms Inc | $19.4K | 1.4% |
| GOLDMAN SACHS ETF TR ACTIVEBET | $19.2K | 1.3% |
| Welltower, Inc. | $18.8K | 1.3% |
| ISHARES INC CORE MSCI EMKT | $18.6K | 1.3% |
| Netflix Inc | $18.4K | 1.3% |
| ELI LILLY & Co | $17.6K | 1.2% |
| Intercontinental Exchange, Inc. | $15.7K | 1.1% |
| Warren E. Buffett | $15.4K | 1.1% |
| CURTISS WRIGHT CORP | $15.2K | 1.1% |
| NVIDIA Corp | $15.0K | 1.0% |
| J P MORGAN EXCHANGE TRADED FD | $14.7K | 1.0% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $13.8K | 1.0% |
| Alphabet Inc. | $13.4K | 0.9% |
| SPDR S&P 500 ETF TR TR UNIT | $13.1K | 0.9% |
| SCHWAB STRATEGIC TR US SML CAP | $12.8K | 0.9% |
| QXO, Inc. | $12.6K | 0.9% |
| ISHARES TR ISHARES BIOTECH | $12.5K | 0.9% |
| HOME DEPOT, INC. | $12.0K | 0.8% |
| GLOBALFOUNDRIES INC ORDINARY S | $12.0K | 0.8% |
| Blackstone Inc | $11.7K | 0.8% |
| SPDR SERIES TRUST STATE STREET | $11.4K | 0.8% |
| JOHNSON & JOHNSON | $11.4K | 0.8% |
| UNITEDHEALTH GROUP INC | $11.3K | 0.8% |
| SHERWIN WILLIAMS CO | $11.1K | 0.8% |
| DANAHER CORP /DE | $10.8K | 0.8% |
| CADENCE DESIGN SYSTEMS INC | $10.8K | 0.8% |
| J P MORGAN EXCHANGE TRADED FD | $10.6K | 0.7% |
| FIRST TR EXCHANGE-TRADED FD II | $10.2K | 0.7% |
| Booking Holdings Inc | $10.2K | 0.7% |
| Kratos Defense & Security Solutions Inc | $10.2K | 0.7% |
| STRYKER CORP | $10.1K | 0.7% |
| J P MORGAN EXCHANGE TRADED FD | $10.0K | 0.7% |
| Vulcan Materials Co | $9.8K | 0.7% |
| SPDR SERIES TRUST STATE STREET | $9.8K | 0.7% |
| S&P Global Inc. | $9.7K | 0.7% |