Notify me when APPLETON PARTNERS INC/MA files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 263 | $1,518,018,000 | +$75,264,102 | -$33,927,274 | +$41,336,828 | AAPL, MSFT, GSLC, SCHX, GOOG | 13F-HR | 09 Jan 2026, 13:47 |
| Q3 2025 | 256 | $1,490,031,000 | +$59,227,102 | -$70,352,731 | -$11,125,629 | AAPL, MSFT, GSLC, SCHX, AVGO | 13F-HR | 05 Nov 2025, 13:40 |
| Q2 2025 | 251 | $1,413,190,000 | +$48,578,123 | -$44,130,934 | +$4,447,189 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 22 Jul 2025, 13:32 |
| Q1 2025 | 243 | $1,294,021,000 | +$48,079,809 | -$62,007,684 | -$13,927,875 | AAPL, GSLC, MSFT, SCHX, AMZN | 13F-HR | 22 Apr 2025, 08:35 |
| Q4 2024 | 253 | $1,352,913,000 | +$106,038,935 | -$79,021,926 | +$27,017,009 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 28 Jan 2025, 11:17 |
| Q3 2024 | 255 | $1,359,241,000 | +$53,789,140 | -$33,826,205 | +$19,962,935 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 01 Oct 2024, 15:17 |
| Q2 2024 | 259 | $1,298,275,000 | +$44,463,771 | -$43,368,842 | +$1,094,929 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 02 Jul 2024, 10:11 |
| Q1 2024 | 273 | $1,288,410,000 | +$46,520,963 | -$77,759,108 | -$31,238,145 | AAPL, MSFT, GSLC, SCHX, AMZN | 13F-HR | 01 Apr 2024, 12:20 |
| Q4 2023 | 285 | $1,240,046,000 | +$48,762,787 | -$49,506,040 | -$743,253 | AAPL, MSFT, GSLC, JPST, SCHX | 13F-HR | 02 Jan 2024, 14:48 |
| Q3 2023 | 289 | $1,125,115,000 | +$41,852,579 | -$60,534,791 | -$18,682,212 | AAPL, JPST, MSFT, GSLC, SCHX | 13F-HR | 03 Oct 2023, 13:53 |
| Q2 2023 | 287 | $1,184,418,000 | +$54,696,290 | -$64,294,316 | -$9,598,026 | AAPL, JPST, MSFT, GSLC, SCHX | 13F-HR | 10 Jul 2023, 13:18 |
| Q1 2023 | 295 | $1,124,251,000 | +$45,504,347 | -$33,517,032 | +$11,987,315 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 10 Apr 2023, 14:53 |
| Q4 2022 | 295 | $1,055,625,000 | +$45,100,245 | -$49,580,905 | -$4,480,660 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 19 Jan 2023, 13:23 |
| Q3 2022 | 292 | $999,667,000 | +$44,657,589 | -$23,745,773 | +$20,911,816 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 27 Oct 2022, 12:56 |
| Q2 2022 | 293 | $1,057,457,000 | +$58,250,512 | -$28,023,561 | +$30,226,951 | AAPL, JPST, GSLC, MSFT, SCHX | 13F-HR | 08 Jul 2022, 11:23 |
| Q1 2022 | 302 | $1,223,221,000 | +$49,441,016 | -$32,829,477 | +$16,611,539 | AAPL, GSLC, MSFT, JPST, AMZN | 13F-HR | 05 Apr 2022, 11:21 |
| Q4 2021 | 310 | $1,328,462,000 | +$44,930,599 | -$27,100,704 | +$17,829,895 | AAPL, GSLC, MSFT, HD, SCHX | 13F-HR | 03 Feb 2022, 09:18 |
| Q3 2021 | 291 | $1,200,884,000 | +$49,047,961 | -$25,000,993 | +$24,046,968 | AAPL, GSLC, MSFT, JPST, AMZN | 13F-HR | 14 Oct 2021, 13:03 |
| Q2 2021 | 286 | $1,174,228,000 | +$45,912,579 | -$23,350,065 | +$22,562,514 | AAPL, GSLC, AMZN, MSFT, SCHX | 13F-HR | 07 Jul 2021, 16:49 |
| Q1 2021 | 279 | $1,075,786,000 | +$45,883,586 | -$19,689,533 | +$26,194,053 | AAPL, GSLC, AMZN, JPST, MSFT | 13F-HR | 19 Apr 2021, 14:06 |
| Q4 2020 | 273 | $1,015,714,000 | +$30,463,545 | -$16,953,559 | +$13,509,986 | AAPL, GSLC, AMZN, JPST, V | 13F-HR | 19 Jan 2021, 11:32 |
| Q3 2020 | 261 | $905,609,000 | +$64,342,965 | -$15,372,426 | +$48,970,539 | AAPL, GSLC, AMZN, JPST, V | 13F-HR | 14 Oct 2020, 08:59 |
| Q2 2020 | 256 | $835,102,000 | +$19,368,408 | -$42,274,586 | -$22,906,178 | AAPL, JPST, GSLC, AMZN, V | 13F-HR | 14 Aug 2020, 17:24 |
| Q1 2020 | 257 | $721,677,000 | +$18,956,047 | -$52,051,472 | -$33,095,425 | AAPL, JPST, GSLC, V, AMZN | 13F-HR | 04 May 2020, 11:35 |
| Q4 2019 | 288 | $910,362,000 | +$41,345,169 | -$20,387,110 | +$20,958,059 | AAPL, GSLC, JPST, V, SCHX | 13F-HR | 13 Jan 2020, 11:29 |
| Q3 2019 | 278 | $828,338,000 | +$24,639,889 | -$18,983,140 | +$5,656,749 | JPST, AAPL, GSLC, V, SCHX | 13F-HR | 04 Nov 2019, 11:43 |
| Q2 2019 | 279 | $809,102,000 | +$43,732,233 | -$19,848,913 | +$23,883,320 | JPST, AAPL, GSLC, V, SCHX | 13F-HR | 25 Jul 2019, 13:15 |
| Q1 2019 | 261 | $754,452,000 | +$33,871,710 | -$27,890,035 | +$5,981,675 | JPST, AAPL, GSLC, V, HD | 13F-HR | 17 Apr 2019, 11:41 |
| Q4 2018 | 255 | $667,076,000 | +$57,841,808 | -$38,963,544 | +$18,878,264 | JPST, AAPL, GSLC, V, JPM | 13F-HR | 17 Jan 2019, 10:20 |
| Q3 2018 | 259 | $751,057,000 | +$28,960,926 | -$20,566,751 | +$8,394,175 | AAPL, GSLC, V, JPM, HD | 13F-HR | 09 Oct 2018, 08:37 |
| Q2 2018 | 261 | $698,437,000 | +$52,537,718 | -$31,912,431 | +$20,625,287 | AAPL, GSLC, V, JPM, HD | 13F-HR | 08 Aug 2018, 07:06 |
| Q1 2018 | 258 | $659,030,000 | +$45,792,163 | -$31,320,436 | +$14,471,727 | GSLC, AAPL, SPY, JPM, V | 13F-HR | 11 Apr 2018, 08:18 |
| Q4 2017 | 258 | $644,734,000 | +$36,040,602 | -$17,050,164 | +$18,990,438 | AAPL, GSLC, SPY, JPM, HD | 13F-HR | 12 Jan 2018, 11:02 |
| Q3 2017 | 239 | $593,572,000 | +$19,675,137 | -$45,191,445 | -$25,516,308 | SPY, AAPL, GSLC, V, JPM | 13F-HR | 12 Oct 2017, 10:08 |
| Q2 2017 | 244 | $594,975,000 | +$46,115,424 | -$16,915,720 | +$29,199,704 | SPY, AAPL, GSLC, JPM, V | 13F-HR | 11 Jul 2017, 16:29 |
| Q1 2017 | 229 | $543,509,000 | +$129,186,258 | -$111,261,658 | +$17,924,600 | AAPL, SPY, GSLC, JPM, V | 13F-HR | 01 May 2017, 15:34 |
| Q4 2016 | 209 | $494,787,000 | +$13,145,026 | -$48,595,802 | -$35,450,776 | AAPL, JPM, HD, V, SERIES PORTFOLIOS TR APPLETON | 13F-HR | 13 Feb 2017, 15:40 |
| Q3 2016 | 213 | $530,790,000 | +$51,093,923 | -$27,861,284 | +$23,232,639 | AAPL, V, HD, JPM, META | 13F-HR | 03 Nov 2016, 09:21 |
| Q2 2016 | 204 | $489,257,000 | +$27,452,934 | -$40,381,763 | -$12,928,829 | AAPL, HD, V, JPM, META | 13F-HR | 03 Aug 2016, 17:02 |
| Q1 2016 | 206 | $505,991,000 | +$39,794,702 | -$33,345,716 | +$6,448,986 | AAPL, HD, V, PANW, META | 13F-HR | 21 Apr 2016, 09:57 |
| Q4 2015 | 212 | $507,025,000 | +$60,382,298 | -$19,844,393 | +$40,537,905 | AAPL, V, HD, WFC, PANW | 13F-HR | 22 Jan 2016, 10:11 |
| Q3 2015 | 200 | $439,873,000 | +$52,998,190 | -$21,587,212 | +$31,410,978 | AAPL, V, HD, WFC, PANW | 13F-HR | 15 Oct 2015, 08:52 |
| Q2 2015 | 187 | $446,455,000 | +$31,756,821 | -$28,058,881 | +$3,697,940 | AAPL, V, WFC, HD, IBB | 13F-HR | 15 Jul 2015, 11:18 |
| Q1 2015 | 183 | $443,405,000 | +$52,573,664 | -$47,858,070 | +$4,715,594 | AAPL, V, WFC, HD, IBB | 13F-HR | 30 Apr 2015, 14:38 |
| Q4 2014 | 184 | $436,818,000 | +$24,480,415 | -$26,186,598 | -$1,706,183 | AAPL, V, WFC, HD, JPM | 13F-HR | 04 Feb 2015, 10:39 |
| Q3 2014 | 188 | $428,281,000 | +$28,928,843 | -$30,609,723 | -$1,680,880 | AAPL, V, WFC, SLB, JPM | 13F-HR | 06 Nov 2014, 11:46 |
| Q2 2014 | 176 | $427,681,000 | +$49,121,031 | -$29,517,075 | +$19,603,956 | AAPL, SLB, WFC, V, JPM | 13F-HR | 23 Jul 2014, 09:42 |
| Q1 2014 | 170 | $422,614,000 | +$31,661,352 | -$25,240,918 | +$6,420,434 | AAPL, V, WFC, CBI, CERN | 13F-HR | 30 Apr 2014, 08:10 |
| Q4 2013 | 167 | $417,087,000 | $0 | $0 | $0 | AAPL, V, CERN, CBI, MCD | 13F-HR | 13 Feb 2014, 12:41 |