APPLETON PARTNERS INC/MA
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationboston, MA
- CIK0001055290
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
243 | $1.29M | AAPL, GSLC, MSFT, SCHX | 13F-HR | Apr 22, 2025 | 000095012325003620 | ||
253 | $1.35M | AAPL, MSFT, GSLC, SCHX | 13F-HR | Jan 28, 2025 | 000095012325000642 | ||
255 | $1.36M | AAPL, MSFT, GSLC, SCHX | 13F-HR | Oct 1, 2024 | 000095012324009449 | ||
259 | $1.30M | AAPL, MSFT, GSLC, SCHX | 13F-HR | Jul 2, 2024 | 000095012324006356 | ||
273 | $1.29M | AAPL, MSFT, GSLC, SCHX | 13F-HR | Apr 1, 2024 | 000095012324003036 | ||
285 | $1.24M | AAPL, MSFT, GSLC, JPST | 13F-HR | Jan 2, 2024 | 000095012324000010 | ||
289 | $1.13M | AAPL, JPST, MSFT, GSLC | 13F-HR | Oct 3, 2023 | 000095012323008648 | ||
287 | $1.19M | AAPL, JPST, MSFT, GSLC | 13F-HR | Jul 10, 2023 | 000095012323006029 | ||
295 | $1.13M | AAPL, JPST, GSLC, MSFT | 13F-HR | Apr 10, 2023 | 000095012323003173 | ||
295 | $1.06M | AAPL, JPST, GSLC, MSFT | 13F-HR | Jan 19, 2023 | 000095012323000254 | ||
292 | $999.67M | AAPL, JPST, GSLC, MSFT | 13F-HR | Oct 27, 2022 | 000095012322010505 | ||
293 | $1.06B | AAPL, JPST, GSLC, MSFT | 13F-HR | Jul 8, 2022 | 000095012322007112 | ||
302 | $1.22B | AAPL, GSLC, MSFT, JPST | 13F-HR | Apr 5, 2022 | 000095012322003750 | ||
310 | $1.33B | AAPL, GSLC, MSFT, HD | 13F-HR | Feb 3, 2022 | 000095012322000863 | ||
291 | $1.20B | AAPL, GSLC, MSFT, JPST | 13F-HR | Oct 14, 2021 | 000095012321013129 | ||
286 | $1.17B | AAPL, GSLC, AMZN, MSFT | 13F-HR | Jul 7, 2021 | 000095012321008516 | ||
279 | $1.08B | AAPL, GSLC, AMZN, JPST | 13F-HR | Apr 19, 2021 | 000095012321004682 | ||
274 | $1.02B | AAPL, GSLC, AMZN, JPST | 13F-HR | Jan 19, 2021 | 000095012321000404 | ||
262 | $905.61M | AAPL, GSLC, AMZN, JPST | 13F-HR | Oct 14, 2020 | 000095012320010239 | ||
257 | $835.10M | AAPL, JPST, GSLC, AMZN | 13F-HR | Aug 14, 2020 | 000095012320009145 | ||
258 | $721.68M | AAPL, JPST, GSLC, V | 13F-HR | May 4, 2020 | 000095012320003810 | ||
290 | $910.36M | AAPL, GSLC, JPST, V | 13F-HR | Jan 13, 2020 | 000095012320000207 | ||
280 | $828.34M | JPST, AAPL, GSLC, V | 13F-HR | Nov 4, 2019 | 000095012319010012 | ||
281 | $809.10M | JPST, AAPL, GSLC, V | 13F-HR | Jul 25, 2019 | 000095012319006628 | ||
263 | $754.45M | JPST, AAPL, GSLC, V | 13F-HR | Apr 17, 2019 | 000095012319003379 | ||
255 | $667.84M | JPST, AAPL, GSLC, V | 13F-HR | Jan 17, 2019 | 000095012319000184 | ||
261 | $751.06M | AAPL, GSLC, V, JPM | 13F-HR | Oct 9, 2018 | 000095012318009715 | ||
263 | $698.44M | AAPL, GSLC, V, JPM | 13F-HR | Aug 8, 2018 | 000095012318007573 | ||
260 | $659.03M | GSLC, AAPL, SPY, JPM | 13F-HR | Apr 11, 2018 | 000095012318003466 | ||
259 | $644.73M | AAPL, GSLC, SPY, JPM | 13F-HR | Jan 12, 2018 | 000095012318000184 | ||
239 | $593.57M | SPY, AAPL, GSLC, V | 13F-HR | Oct 12, 2017 | 000095012317008975 | ||
244 | $594.98M | SPY, AAPL, GSLC, JPM | 13F-HR | Jul 11, 2017 | 000095012317006053 | ||
229 | $543.51M | AAPL, SPY, GSLC, JPM | 13F-HR | May 1, 2017 | 000095012317003701 | ||
209 | $494.79M | AAPL, JPM, HD, V | 13F-HR | Feb 13, 2017 | 000095012317001778 | ||
214 | $530.79M | AAPL, V, HD, JPM | 13F-HR | Nov 3, 2016 | 000095012316021125 | ||
204 | $489.26M | AAPL, HD, V, JPM | 13F-HR | Aug 3, 2016 | 000095012316018722 | ||
206 | $505.99M | AAPL, HD, V, PANW | 13F-HR | Apr 21, 2016 | 000095012316015924 | ||
212 | $507.02M | AAPL, V, HD, WFC | 13F-HR | Jan 22, 2016 | 000095012316012971 | ||
200 | $439.87M | AAPL, V, HD, WFC | 13F-HR | Oct 15, 2015 | 000095012315010261 | ||
187 | $446.45M | AAPL, V, WFC, HD | 13F-HR | Jul 15, 2015 | 000095012315007435 | ||
183 | $443.40M | AAPL, V, WFC, HD | 13F-HR | Apr 30, 2015 | 000095012315004808 | ||
184 | $436.82M | AAPL, V, WFC, HD | 13F-HR | Feb 4, 2015 | 000095012315000790 | ||
188 | $428.28M | AAPL, V, WFC, SLB | 13F-HR | Nov 6, 2014 | 000095012314011030 | ||
176 | $427.68M | AAPL, SLB, WFC, V | 13F-HR | Jul 23, 2014 | 000095012314007320 | ||
170 | $422.61M | AAPL, V, WFC, CBI | 13F-HR | Apr 30, 2014 | 000095012314004526 | ||
167 | $417.09M | AAPL, V, CERN, CBI | 13F-HR | Feb 13, 2014 | 000095012314002078 |