Appleton Partners Inc Portfolio Holdings
Appleton Partners Inc
- $1.35 Billion
- Q4 2024
Appleton Partners Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 253 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.8M, Microsoft Corp with a value of $50.4M, Goldman Sachs ETF Tr Activebet with a value of $50.3M, Schwab Strategic Tr Us Large C with a value of $44.5M, and Amazon Com Inc with a value of $40.9M.
Examining the 13F form we can see an decrease of $6.32M in the current position value, from $1.36B to 1.35B.
Below you can find more details about Appleton Partners Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $387 Million
Technology: $274 Million
Financial Services: $169 Million
Healthcare: $114 Million
Consumer Cyclical: $113 Million
Communication Services: $86.1 Million
Industrials: $78.7 Million
Consumer Defensive: $52.2 Million
Other: $53.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 253
- Current Value $1.35 Billion
- Prior Value $1.36 Billion
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 77 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks