Appleton Partners Inc
$1.4B Assets Reported
272 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 336,626 | $85M | 6.0% |
| GSLC | GOLDMAN SACHS ETF TR ACTIVEBET | 420,407 | $53M | 3.7% |
| SCHX | SCHWAB STRATEGIC TR US LRG CAP | 1,846,870 | $47M | 3.3% |
| MSFT | MICROSOFT CORP COM | 119,394 | $44M | 3.1% |
| GOOG | ALPHABET INC CAP STK CL C | 137,093 | $39M | 2.7% |
| AMZN | AMAZON COM INC COM | 179,510 | $37M | 2.6% |
| JPM | JPMORGAN CHASE & CO COM | 126,590 | $37M | 2.6% |
| AVGO | BROADCOM INC COM | 118,722 | $37M | 2.6% |
| GEV | GE VERNOVA INC COM | 41,914 | $37M | 2.6% |
| MU | MICRON TECHNOLOGY INC COM | 102,823 | $35M | 2.4% |
Track Appleton Partners Inc's 13F portfolio: $1.4B in reported holdings, 272 positions. Top holdings, AUM, and quarterly changes on SentiSense.