Appleton Partners Inc Portfolio Holdings
Appleton Partners Inc
- $1.36 Billion
- Q3 2024
Appleton Partners Inc has filed its 13F form on October 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $89M, Microsoft Corp with a value of $51.4M, Goldman Sachs ETF Tr Activebet with a value of $50.3M, Schwab Strategic Tr Us Large C with a value of $43.7M, and Amazon Com Inc with a value of $36.3M.
Examining the 13F form we can see an increase of $61M in the current position value, from $1.3B to 1.36B.
Below you can find more details about Appleton Partners Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.36 Billion
ETFs: $395 Million
Technology: $255 Million
Financial Services: $151 Million
Healthcare: $141 Million
Consumer Cyclical: $111 Million
Communication Services: $78.1 Million
Industrials: $76.9 Million
Consumer Defensive: $66.9 Million
Other: $57.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 255
- Current Value $1.36 Billion
- Prior Value $1.3 Billion
- Filing
- Period Q3 2024
- Filing Date October 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 3 stocks
- Additional Purchases 58 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks