Appleton Partners Inc/ma

Latest statistics and disclosures from Appleton Partners Inc/ma's latest quarterly 13F-HR filing:

Companies in the Appleton Partners Inc/ma portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 4.92 152510 +4% 293.65
Goldman Sachs Etf Tr 3.52 495426 64.67
J P Morgan Exchange Traded F ultra shrt 3.29 594276 -9% 50.43
Visa (V) 2.80 135489 187.90
Schwab Strategic Tr us lrg cap etf 2.69 318303 +6% 76.81
JPMorgan Chase & Co. (JPM) 2.47 161265 139.40
Home Depot (HD) 2.17 90559 +2% 218.38
Amazon (AMZN) 2.17 10688 +12% 1847.87
Microsoft Corporation (MSFT) 1.95 112414 157.70
Thermo Fisher Scientific (TMO) 1.95 54758 324.87
SPDR S&P; 500 ETF (SPY) 1.63 46220 -4% 321.85
American Tower Reit 1.60 63409 -4% 229.83
Goldman Sachs Etf Tr activebeta int 1.46 440339 30.25
Bank of America Corporation (BAC) 1.38 357879 35.22
Schwab International Equity ETF (SCHF) 1.36 368229 +5% 33.63
Zoetis Inc Cl A 1.34 92261 +6% 132.35
Pepsi (PEP) 1.32 88085 136.67
Lockheed Martin Corporation (LMT) 1.29 30255 +2% 389.39
Intuit (INTU) 1.26 43933 261.92
Johnson & Johnson (JNJ) 1.24 77474 +3% 145.87
UnitedHealth (UNH) 1.20 37211 293.97
Procter & Gamble Company (PG) 1.16 84391 124.89
Intercontinentalexchange 1.16 114333 +2% 92.55
Alphabet Inc Class C cs 1.15 7851 +19% 1337.03
Sherwin-Williams Company (SHW) 1.13 17645 583.56
Costco Wholesale Corporation (COST) 1.10 34214 293.91
Adobe Systems Incorporated (ADBE) 1.07 29599 329.81
Spdr Ser Tr cmn 1.01 299350 -13% 30.73
Medtronic 1.01 80775 113.45
Walt Disney Company (DIS) 1.00 62864 +17% 144.63
Spdr Index Shs Fds em qual mix 0.96 143933 60.83
TJX Companies (TJX) 0.88 130643 61.06
Constellation Brands (STZ) 0.78 37510 -9% 189.76
SVB Financial (SIVB) 0.75 27142 251.05
Roper Industries (ROP) 0.75 19287 354.23
Alphabet Inc Class A cs 0.75 5109 +23% 1339.40
Verizon Communications (VZ) 0.72 106275 61.40
Accenture 0.72 31106 210.57
Paypal Holdings 0.71 59446 108.17
Amgen (AMGN) 0.70 26591 +12% 241.06
iShares NASDAQ Biotechnology Index (IBB) 0.70 52762 120.50
McDonald's Corporation (MCD) 0.69 31641 +4% 197.62
Broadcom Ltd 0.65 18585 +3% 316.01
Etf Managers Tr purefunds ise cy 0.64 140782 +3% 41.52
iShares Russell 2000 Index (IWM) 0.63 34832 -4% 165.68
Xylem 0.61 70466 +7% 78.79
United Technologies Corporation (UTX) 0.59 35575 +8% 149.77
J P Morgan Exchange Traded F fund 0.59 75780 70.64
Estee Lauder Companies (EL) 0.56 24561 +15% 206.55
Schwab U S Small Cap ETF (SCHA) 0.53 63288 +2% 75.64
Palo Alto Networks 0.53 21005 231.23
Abbvie 0.53 54673 88.54
AT&T; (T) 0.51 119852 +8% 39.08
Fiserv (FISV) 0.51 40009 +4% 115.62
Brookfield Asset Management (BAM.A) 0.50 78711 +10% 57.79
J P Morgan Exchange Traded F fund 0.47 131309 32.57
Exxon Mobil Corporation (XOM) 0.45 59330 -5% 69.78
Stryker Corporation (SYK) 0.44 19274 +20% 209.92
Ishares Tr core intl aggr 0.44 73871 54.78
Invesco Financial Preferred Et other 0.44 214417 18.87
Merck & Co (MRK) 0.43 43069 -3% 90.95
Netflix (NFLX) 0.43 11963 -5% 323.58
SPDR Barclays Capital Aggregate Bo (LAG) 0.43 131783 +6% 29.38
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 0.43 111018 +8% 35.31
Verisign (VRSN) 0.42 20081 -2% 192.67
Goldman Sachs (GS) 0.41 16389 229.91
Cisco Systems (CSCO) 0.41 78116 -8% 47.95
Edwards Lifesciences (EW) 0.39 15319 +2% 233.31
Electronic Arts (ERTS) 0.39 32957 107.50
Valero Energy Corporation (VLO) 0.38 36645 -2% 93.66
Schwab Strategic Tr us reit etf 0.38 75030 45.95
iShares MSCI EAFE Index Fund (EFA) 0.36 47445 69.45
CME (CME) 0.34 15555 200.71
CSX Corporation (CSX) 0.34 42785 -6% 72.36
Republic Services (RSG) 0.34 34474 +11% 89.63
Vanguard Europe Pacific ETF (VEA) 0.34 70119 44.05
First Tr Exchange-traded Fd no amer energy 0.34 123127 25.49
Lincoln National Corporation (LNC) 0.33 51291 NEW 59.02
Facebook Inc cl a 0.33 14541 +4% 205.28
Crown Castle Intl 0.33 20820 142.17
Americold Rlty Tr 0.33 86111 +248% 35.06
Berkshire Hathaway (BRK.B) 0.32 13054 +2% 226.52
Activision Blizzard (ATVI) 0.32 49214 +29% 59.41
Monster Beverage Corp Com stock 0.32 46107 +3% 63.55
Mondelez Int 0.31 50902 -5% 55.09
Ishares Inc core msci emkt 0.31 52162 53.76
Booking Holdings 0.31 1376 2053.78
Energy Select Sector SPDR (XLE) 0.30 45592 -7% 60.03
Union Pacific Corporation (UNP) 0.29 14792 180.77
Charles Schwab Corporation (SCHW) 0.28 53007 -24% 47.56
Federated Investors (FII) 0.28 78255 32.59
SYSCO Corporation (SYY) 0.27 28647 85.52
Intel Corporation (INTC) 0.27 40579 59.86
Illumina (ILMN) 0.27 7303 331.78
Texas Instruments Incorporated (TXN) 0.26 18273 -3% 128.28
Nxp Semiconductors N V 0.26 18822 -11% 127.24
Citigroup Inc 0.26 29371 79.87
Lamar Advertising Co-a 0.26 26469 +33% 89.27
D.R. Horton (DHI) 0.25 43582 +11% 52.75
Wabtec Corporation (WAB) 0.25 29203 -4% 77.80
Utilities SPDR (XLU) 0.24 34376 64.61
Iqvia Holdings Inc 0.24 13909 +5% 154.50
Abbott Laboratories (ABT) 0.23 24407 86.86
Vulcan Materials Company (VMC) 0.23 14636 +55% 143.96
Vanguard Mid-Cap ETF (VO) 0.23 11840 178.21
Graniteshares Etf Tr bbg commd k 1 0.23 86517 +2% 24.21
Vertex Pharmaceuticals Incorporated (VRTX) 0.22 9342 +9% 218.90
iShares S&P; 500 Index (IVV) 0.22 6249 323.25
iShares Russell Midcap Index Fund (IWR) 0.22 33951 59.62
Vanguard FTSE All-World ex-US ETF (VEU) 0.22 37140 53.74
Te Connectivity Ltd for 0.22 21075 95.85
Ecolab (ECL) 0.21 9883 -3% 192.96
Morgan Stanley (MS) 0.21 37125 51.12
Northrop Grumman Corporation (NOC) 0.20 5180 +5% 344.02
J P Morgan Exchange Traded F diversified et 0.20 76896 23.63
Spdr Bloomberg Barclays High Yield Bond Etf etf 0.20 16945 +4% 109.53
Paychex (PAYX) 0.19 20653 +2% 85.07
Wells Fargo & Company (WFC) 0.19 32340 53.80
Automatic Data Processing (ADP) 0.19 10249 +19% 170.46
Vail Resorts (MTN) 0.19 7320 +18% 239.89
Ishares Tr eafe min volat 0.19 22917 -5% 74.53
MasterCard Incorporated (MA) 0.18 5431 298.66
Chubb 0.18 10320 +35% 155.62
iShares MSCI Emerging Markets Indx (EEM) 0.17 34189 44.87
Northern Trust Corporation (NTRS) 0.17 14196 -4% 106.23
iShares Lehman Aggregate Bond (AGG) 0.17 13846 -20% 112.38
Metropcs Communications 0.17 19863 +19% 78.44
Colgate-Palmolive Company (CL) 0.16 20536 68.85
EOG Resources (EOG) 0.16 17179 -20% 83.77
Scotts Miracle-Gro Company (SMG) 0.16 13465 106.20
Pfizer (PFE) 0.15 34367 -9% 39.19
3M Company (MMM) 0.15 7789 -25% 176.40
International Business Machines (IBM) 0.15 10415 +29% 134.04
Amphenol Corporation (APH) 0.15 12267 108.26
MGM Resorts International. (MGM) 0.15 41011 +14% 33.26
Albemarle Corporation (ALB) 0.15 18504 -2% 73.07
J P Morgan Exchange Traded F div rtn int eq 0.15 23402 -12% 57.09
Coca-Cola Company (KO) 0.14 22374 -3% 55.33
Vanguard Telecommunication Services ETF (VOX) 0.14 13260 93.97
Equinix 0.14 2202 +62% 583.56
Invesco Senior Loan Etf otr 0.14 54440 +4% 22.81
Boeing Company (BA) 0.13 3724 +82% 325.73
Schlumberger (SLB) 0.13 30489 -14% 40.21
Raytheon Company (RTN) 0.12 4963 -26% 219.83
S&p Global 0.12 3933 -5% 273.07
Dow Inc 0.12 20184 -3% 54.75
NIKE (NKE) 0.11 9981 +5% 101.29
Danaher Corporation (DHR) 0.11 6804 153.44
Domino's Pizza (DPZ) 0.11 3335 -3% 293.85
Synchrony Financial 0.11 26882 +39% 36.01
Chevron Corporation (CVX) 0.10 7725 120.52
Bristol Myers Squibb (BMY) 0.10 14619 +34% 64.16
Honeywell International (HON) 0.10 5043 -10% 177.08
iShares S&P; MidCap 400 Index (IJH) 0.10 4313 205.89
Sensata Technolo 0.10 16100 -11% 53.85
General Electric Company (GE) 0.09 71721 11.15
iShares Russell 2000 Growth Index (IWO) 0.09 3754 214.17
Vanguard Emerging Markets ETF (VWO) 0.09 18785 44.45
Vanguard REIT ETF (VNQ) 0.09 9286 -4% 92.83
Sirius Xm Holdings 0.09 112000 NEW 7.15
Okta Inc cl a 0.09 6762 115.35
Comcast Corporation (CMCSA) 0.08 15444 44.94
Nextera Energy Inc C om 0.08 3032 242.08
Trex Company (TREX) 0.08 8000 NEW 89.88
Church & Dwight (CHD) 0.08 10252 +2% 70.33
Ameriprise Financial (AMP) 0.07 3873 166.54
Waste Management (WM) 0.07 5500 114.00
Eli Lilly & Co. (LLY) 0.07 4806 -9% 131.50
V.F. Corporation (VFC) 0.07 6163 -2% 99.63
Air Products & Chemicals (APD) 0.07 2560 235.16
Deere & Company (DE) 0.07 3641 -39% 173.30
eBay (EBAY) 0.07 17991 -5% 36.13
Illinois Tool Works (ITW) 0.07 3498 -2% 179.53
Carlisle Companies (CSL) 0.07 4090 +36% 161.86
CF Industries Holdings (CF) 0.07 12945 -10% 47.74
iShares Russell 2000 Value Index (IWN) 0.07 4942 128.49
SPDR S&P; MidCap 400 ETF (MDY) 0.07 1731 375.51
iShares Russell Midcap Growth Idx. (IWP) 0.07 4139 152.69
SPDR S&P; Dividend (SDY) 0.07 5971 -7% 107.52
Schwab Strategic Tr us aggregate b 0.07 11618 -12% 53.45
PNC Financial Services (PNC) 0.06 3220 -9% 159.63
Wal-Mart Stores (WMT) 0.06 4935 +33% 118.74
BioMarin Pharmaceutical (BMRN) 0.06 6140 +9% 84.53
NVIDIA Corporation (NVDA) 0.06 2155 +11% 235.27
Target Corporation (TGT) 0.06 4079 128.22
Weyerhaeuser Company (WY) 0.06 19381 +2% 30.18
Applied Materials (AMAT) 0.06 9145 +34% 61.02
SPDR Gold Trust (GLD) 0.06 4000 -19% 143.00
iShares Russell 1000 Growth Index (IWF) 0.06 3185 175.82
Vanguard Dividend Appreciation ETF (VIG) 0.06 4672 124.57
Vanguard High Dividend Yield ETF (VYM) 0.06 5468 93.64
Ishares Tr usa min vo 0.06 7780 -8% 65.55
Delphi Automotive Inc international stock 0.06 6110 94.93
Linde Plc 0.06 2414 -14% 212.92
Dupont De Nemours Inc Com 0.06 8552 -15% 64.20
Broadridge Financial Solutions (BR) 0.05 3374 +13% 123.59
Archer Daniels Midland Company (ADM) 0.05 10087 46.40
PPG Industries (PPG) 0.05 3377 +4% 133.55
Akamai Technologies (AKAM) 0.05 5463 86.40
Novartis AG (NVS) 0.05 4855 -6% 94.75
Clorox Company (CLX) 0.05 3198 -3% 153.53
Prudential Financial (PRU) 0.05 4726 93.74
Technology SPDR (XLK) 0.05 5271 91.63
iShares S&P; 500 Value Index (IVE) 0.05 3186 129.94
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 0.05 18638 +72% 23.71
iShares Dow Jones Select Dividend (DVY) 0.05 4044 -4% 105.59
SPDR EURO STOXX 50 ETF (FEZ) 0.05 10910 40.79
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.05 8445 54.83
Spdr Ser Tr cmn 0.05 4448 -6% 100.04
Wec Energy Group Inc Com stock 0.05 5072 92.27
Invesco Qqq Trust Series 1 0.05 2234 -2% 212.62
L3harris Technologies Inc Com stock 0.05 2420 NEW 197.93
American Express Company (AXP) 0.04 3090 -8% 124.60
RLI (RLI) 0.04 4125 89.94
Caterpillar (CAT) 0.04 2336 147.69
Clean Harbors (CLH) 0.04 4000 NEW 85.75
Consolidated Edison (ED) 0.04 3536 90.50
Digital Realty Trust (DLR) 0.04 3162 119.86
Travelers Companies (TRV) 0.04 2984 +4% 137.06
Laboratory Corp. of America Holdings (LH) 0.04 2000 NEW 169.00
Becton, Dickinson and (BDX) 0.04 1245 272.29
ConocoPhillips (COP) 0.04 5712 -4% 64.95
General Mills (GIS) 0.04 6118 53.61
Southern Company (SO) 0.04 5030 +3% 63.62
Lowe's Companies (LOW) 0.04 3346 +42% 119.84
salesforce (CRM) 0.04 1981 -3% 162.54
SPDR Dow Jones Industrial Average ETF (DIA) 0.04 1145 284.72
Vanguard Small-Cap ETF (VB) 0.04 1985 165.74
iShares Russell 3000 Value Index (IWW) 0.04 5250 63.05
iShares S&P; MidCap 400 Value Index (IJJ) 0.04 2115 170.69
First Trust IPOX-100 Index Fund (FPX) 0.04 5025 80.40
Schwab Strategic Tr sht tm us tres 0.04 6700 50.45
Servicenow 0.04 1200 282.50
Workday Inc cl a 0.04 2378 -4% 164.42
Baxter International (BAX) 0.03 3205 +29% 83.62
Norfolk Southern (NSC) 0.03 1235 194.33
Stanley Black & Decker (SWK) 0.03 1835 -9% 165.67
CVS Caremark Corporation (CVS) 0.03 3151 -4% 74.26
Philip Morris International (PM) 0.03 2961 +5% 85.11
Biogen Idec (BIIB) 0.03 983 NEW 297.05
Starbucks Corporation (SBUX) 0.03 3291 -12% 87.82
Anheuser-Busch InBev NV (BUD) 0.03 2785 -53% 81.87
Oracle Corporation (ORCL) 0.03 4951 -9% 52.92
Zimmer Holdings (ZMH) 0.03 2074 NEW 149.47
Ingersoll-rand Co Ltd-cl A 0.03 2182 132.91
Cheniere Energy (LNG) 0.03 4398 +11% 61.16
iShares Russell Midcap Value Index (IWS) 0.03 3120 94.87
iShares Russell 3000 Index (IWV) 0.03 1623 188.54
Financial Select Sector SPDR (XLF) 0.03 7553 30.72
Vanguard Small-Cap Value ETF (VBR) 0.03 2127 137.28
QuinStreet (QNST) 0.03 15500 NEW 15.29
Consumer Discretionary SPDR (XLY) 0.03 1936 125.52
iShares S&P; SmallCap 600 Index (IJR) 0.03 2977 83.98
Vanguard Total Stock Market ETF (VTI) 0.03 1641 163.92
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.03 2694 84.63
Vanguard Admiral Fds Inc cmn 0.03 1720 138.95
Intl Fcstone Inc 0.03 5670 NEW 48.85
Sch Us Mid-cap Etf etf 0.03 4121 60.18
Ishares High Dividend Equity F 0.03 2970 97.98
Dunkin' Brands Group 0.03 3416 75.53
Schwab Strategic Tr us dividend eq 0.03 4076 +4% 57.90
Duke Energy 0.03 2534 NEW 91.16
Sarepta Therapeutics 0.03 2080 NEW 128.85
Wp Carey 0.03 3596 80.09
Ishares Core Msci Eafe Etf core msci eafe 0.03 4720 65.25
Bright Horizons Fam Sol In D 0.03 1925 NEW 150.13
Sch Fnd Intl Lg Etf 0.03 10628 28.89
Vanguard S&p 500 Etf idx fd 0.03 1062 NEW 295.67
Spdr Index Shs Fds eafe qual mix 0.03 4125 66.91
Anthem 0.03 801 NEW 302.12
Shopify Inc cl a 0.03 604 NEW 397.35
Everi Hldgs 0.03 20880 NEW 13.41
Spdr Ser Tr sp500 fosl etf 0.03 3530 78.75
Etf Managers Tr etho climate l 0.03 7235 42.71
E C N Capital 0.03 71575 NEW 3.70
Nushares Etf Tr Esg mid cap 0.03 7720 35.23
Corteva Inc Com 0.03 9392 -17% 29.60
Ocado Group Plc Sponsored Adr 0.03 8020 -9% 33.92
Kimberly-Clark Corporation (KMB) 0.02 1541 +6% 137.57
Tiffany & Co. (TIF) 0.02 1600 NEW 133.75
Altria (MO) 0.02 4504 NEW 49.96
Vanguard Growth ETF (VUG) 0.02 1100 NEW 181.82
First Trust NASDAQ Clean Edge Green (QCLN) 0.02 8700 NEW 24.94
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.02 4165 NEW 53.06
Ishares Tr fltg rate nt 0.02 4050 50.86
Columbia Etf Tr I sustanable us 0.02 7225 30.73
Kkr & Co Lp 0.02 7200 NEW 29.17
Geely Automotive Hldgs Ltd Shs 0.00 10500 NEW 2.00
D N I B Unwind Incor 0.00 10100 0.00
China Solar & Clean Energy Sol 0.00 20000 0.00

Past 13F-HR SEC Filings by Appleton Partners Inc/ma

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