Appleton Partners Inc/ma
CIK Number: 0001055290
1.29B
Market Value
248
# of Holdings
26 months
Avg. Holding Period
35.23%
Win Rate
15.82%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 195.57 | -1.44% | 362.78K | -5% | 90.85M | 19.65 | 6.71% |
| 2 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 119.61K | +0.20% | 50.42M | 93.99 | 3.73% |
| 3 | GSLC | Goldman Sachs A... | 117.17 | -0.81% | 436.57K | -2% | 50.28M | 49.53 | 3.72% |
| 4 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 1.92M | +198.22% | 44.54M | 12.49 | 3.29% |
| 5 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 186.63K | -4.22% | 40.95M | 64.57 | 3.03% |
| 6 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 162.32K | -5.99% | 37.63M | 36.52 | 2.78% |
| 7 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 142.63K | -4.56% | 34.19M | 71.16 | 2.53% |
| 8 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 154.39K | -3.7% | 29.4M | 56.25 | 2.17% |
| 9 | V | Visa Inc. | 357.69 | +0.62% | 89.37K | -6.08% | 28.25M | 47.78 | 2.09% |
| 10 | JPST | JPMorgan Ultra-... | 50.53 | +0.01% | 493.46K | -14.75% | 24.86M | 50.23 | 1.84% |
| 11 | HD | The Home Depot,... | 348.70 | -1.37% | 62.25K | -5.47% | 24.21M | 98.62 | 1.79% |
| 12 | XLE | Energy Select S... | 88.69 | +0.97% | 256.41K | +1.14% | 21.96M | 73.28 | 1.62% |
| 13 | MS | Morgan Stanley | 130.09 | -0.61% | 153.04K | -2.97% | 19.24M | 80.55 | 1.42% |
| 14 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 36.15K | -1.35% | 18.8M | 133.24 | 1.39% |
| 15 | UNH | UnitedHealth Gr... | 308.94 | +0.42% | 36.84K | -2.13% | 18.64M | 264.25 | 1.38% |
| 16 | GEV | GE Vernova Inc. | 488.86 | +0.20% | 51.7K | -3.43% | 17.01M | 254.98 | 1.26% |
| 17 | NFLX | Netflix, Inc. | 1220.70 | -0.38% | 18.73K | -4.65% | 16.69M | 372.47 | 1.23% |
| 18 | BX | Blackstone Inc. | 135.67 | -1.87% | 95.77K | -4.5% | 16.51M | 118.66 | 1.22% |
| 19 | SCHF | Schwab Internat... | 21.61 | -1.35% | 860.94K | +101.81% | 15.93M | 16.82 | 1.18% |
| 20 | ICE | Intercontinenta... | 180.99 | +0.66% | 105.43K | -1.38% | 15.71M | 60.02 | 1.16% |
| 21 | META | Meta Platforms,... | 697.17 | -0.7% | 26.31K | +3.75% | 15.41M | 400.78 | 1.14% |
| 22 | INTU | Intuit Inc. | 764.51 | -0.46% | 24.28K | -0.28% | 15.26M | 162.17 | 1.13% |
| 23 | MRVL | Marvell Technol... | 70.06 | -0.5% | 136.5K | +100.00% | 15.08M | 110.45 | 1.11% |
| 24 | GSIE | Goldman Sachs A... | 39.08 | -1.21% | 437.33K | +0.34% | 14.58M | 29.69 | 1.08% |
| 25 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 252.12K | +4.89% | 14.5M | 55.07 | 1.07% |
| 26 | EQIX | Equinix, Inc. | 885.95 | -0.25% | 15.1K | -2.31% | 14.24M | 700.59 | 1.05% |
| 27 | ZTS | Zoetis Inc. | 161.62 | -1.68% | 84.76K | -3.23% | 13.81M | 68.49 | 1.02% |
| 28 | AJG | Arthur J. Galla... | 316.17 | -0.05% | 48.34K | -0.37% | 13.72M | 189.51 | 1.01% |
| 29 | FLRN | SPDR Bloomberg ... | 30.74 | +0.03% | 435.56K | +109.55% | 13.38M | 30.62 | 0.99% |
| 30 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 22.6K | -2.64% | 13.24M | 248.62 | 0.98% |
| 31 | IEMG | iShares Core MS... | 57.92 | -1.25% | 251.46K | +2.22% | 13.13M | 56.06 | 0.97% |
| 32 | MU | Micron Technolo... | 120.39 | +0.46% | 153.51K | -1.82% | 12.92M | 93.62 | 0.95% |
| 33 | CMG | Chipotle Mexica... | 51.38 | -2.2% | 207.1K | -4.19% | 12.49M | 34.89 | 0.92% |
| 34 | BAC | Bank of America... | 44.23 | -0.41% | 278.74K | -5.57% | 12.25M | 21.49 | 0.91% |
| 35 | VRSK | Verisk Analytic... | 307.13 | -0.76% | 44.18K | +0.59% | 12.17M | 233.39 | 0.90% |
| 36 | DHR | Danaher Corpora... | 195.80 | -2.64% | 51.36K | -0.27% | 11.79M | 194.5 | 0.87% |
| 37 | ROP | Roper Technolog... | 562.29 | -0.59% | 22.68K | +2.17% | 11.79M | 255.6 | 0.87% |
| 38 | SHW | The Sherwin-Wil... | 330.69 | -1.51% | 34.5K | +2.09% | 11.73M | 100.61 | 0.87% |
| 39 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 86.79K | +5.30% | 11.66M | 59.28 | 0.86% |
| 40 | BKNG | Booking Holding... | 5303.93 | -1.21% | 2.33K | -7.42% | 11.6M | 2700.4 | 0.86% |
| 41 | SCHA | Schwab U.S. Sma... | 24.52 | -1.07% | 432.41K | +102.37% | 11.18M | 20.41 | 0.83% |
| 42 | PG | The Procter & G... | 158.46 | -1.5% | 65.35K | -5.11% | 10.96M | 86.66 | 0.81% |
| 43 | DIS | The Walt Disney... | 118.14 | -1.12% | 97.92K | -10.21% | 10.9M | 108.92 | 0.81% |
| 44 | COST | Costco Wholesal... | 977.59 | -0.69% | 11.76K | -15.82% | 10.78M | 123.9 | 0.80% |
| 45 | MRK | Merck & Co., In... | 78.33 | -3.25% | 106.83K | -4.72% | 10.63M | 90.33 | 0.79% |
| 46 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 55.69K | -2.29% | 10.54M | 46.63 | 0.78% |
| 47 | SYK | Stryker Corpora... | 373.25 | -1.02% | 29.22K | +5.03% | 10.52M | 210.71 | 0.78% |
| 48 | IBB | iShares Biotech... | 125.34 | -1.96% | 75.8K | +0.14% | 10.02M | 93.36 | 0.74% |
| 49 | NOC | Northrop Grumma... | 503.51 | +1.20% | 20.64K | -4.84% | 9.69M | 402.89 | 0.72% |
| 50 | CIBR | First Trust NAS... | 73.23 | +0.03% | 145.45K | +4.73% | 9.23M | 43.45 | 0.68% |
| 51 | RSG | Republic Servic... | 248.69 | +0.08% | 44.9K | -5.11% | 9.03M | 80.01 | 0.67% |
| 52 | JPME | JPMorgan Divers... | 101.95 | -0.72% | 86.8K | -1.43% | 8.89M | 68.9 | 0.66% |
| 53 | EVR | Evercore Inc. | 244.26 | -1.5% | 31.42K | +100.00% | 8.71M | 277.19 | 0.64% |
| 54 | SPIB | SPDR Portfolio ... | 33.23 | +0.15% | 264.07K | +7.56% | 8.65M | 34.12 | 0.64% |
| 55 | WCN | Waste Connectio... | 187.50 | +0.22% | 49.79K | +5.05% | 8.54M | 134.75 | 0.63% |
| 56 | VMC | Vulcan Material... | 258.70 | -0.95% | 32.38K | -2.26% | 8.33M | 153.46 | 0.62% |
| 57 | JPSE | JPMorgan Divers... | 44.63 | -0.42% | 176.94K | -0.43% | 8.28M | 34.58 | 0.61% |
| 58 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 52.41K | -3.48% | 7.97M | 90.4 | 0.59% |
| 59 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 42.66K | +74.42% | 7.76M | 24.08 | 0.57% |
| 60 | LMT | Lockheed Martin... | 478.69 | +2.49% | 15.66K | -0.36% | 7.61M | 260.94 | 0.56% |
| 61 | ADSK | Autodesk, Inc. | 296.89 | -0.81% | 24.82K | +1.97% | 7.33M | 254.6 | 0.54% |
| 62 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 49.92K | -9.65% | 7.22M | 96.93 | 0.53% |
| 63 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 39.92K | -1.65% | 7.09M | 62.59 | 0.52% |
| 64 | SPAB | SPDR Portfolio ... | 25.30 | +0.34% | 276.36K | +7.04% | 6.91M | 27.5 | 0.51% |
| 65 | MNST | Monster Beverag... | 62.78 | -1.71% | 125.34K | -1.46% | 6.59M | 36.32 | 0.49% |
| 66 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 14.16K | -0.69% | 6.42M | 198.65 | 0.47% |
| 67 | TJX | The TJX Compani... | 123.00 | -1.02% | 53.11K | -7.81% | 6.42M | 26.77 | 0.47% |
| 68 | JMST | JPMorgan Ultra-... | 50.84 | +0.05% | 126.06K | -3.64% | 6.39M | 50.95 | 0.47% |
| 69 | IAGG | iShares Core In... | 50.95 | +0.08% | 116.3K | +3.17% | 5.81M | 52.47 | 0.43% |
| 70 | WMT | Walmart Inc. | 94.21 | -0.08% | 63.5K | -0.8% | 5.74M | 44.16 | 0.42% |
| 71 | MCD | McDonald's Corp... | 292.33 | -1.33% | 18.63K | -3.2% | 5.4M | 160.72 | 0.40% |
| 72 | CW | Curtiss-Wright ... | 470.94 | +0.20% | 14.01K | +100.00% | 4.97M | 354.87 | 0.37% |
| 73 | AMGN | Amgen Inc. | 290.07 | -1.86% | 18.47K | -5.65% | 4.81M | 170.41 | 0.36% |
| 74 | EMLP | First Trust Nor... | 37.01 | -0.72% | 129.23K | -4.56% | 4.61M | 24.68 | 0.34% |
| 75 | LVMUY | LVMH Moët Henne... | 105.55 | -1.81% | 34.88K | -13.5% | 4.56M | 135.21 | 0.34% |
| 76 | AMT | American Tower ... | 215.13 | +0.07% | 24.59K | -0.51% | 4.51M | 90.99 | 0.33% |
| 77 | IWM | iShares Russell... | 208.41 | -1.12% | 19.86K | -7.71% | 4.39M | 140.63 | 0.32% |
| 78 | PFFD | Global X U.S. P... | 18.56 | +0.03% | 218.13K | +4.89% | 4.26M | 20.09 | 0.31% |
| 79 | SCHH | Schwab U.S. REI... | 21.23 | -0.31% | 199.39K | -0.08% | 4.2M | 20.71 | 0.31% |
| 80 | XLU | Utilities Selec... | 80.34 | -0.83% | 53.16K | -2.48% | 4.02M | 58.77 | 0.30% |
| 81 | CME | CME Group Inc. | 269.66 | +0.80% | 16.82K | +1.64% | 3.91M | 141.2 | 0.29% |
| 82 | LLY | Eli Lilly and C... | 791.46 | -2% | 4.85K | -0.8% | 3.74M | 112.69 | 0.28% |
| 83 | HSY | The Hershey Com... | 168.92 | -0.87% | 22.08K | -23.37% | 3.74M | 230.29 | 0.28% |
| 84 | HACK | ETFMG Prime Cyb... | 83.64 | -0.1% | 48.36K | +0.16% | 3.6M | 64.25 | 0.27% |
| 85 | CRH | CRH plc | 89.83 | -0.75% | 37.03K | -2.74% | 3.43M | 87.13 | 0.25% |
| 86 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 31.81K | -6.42% | 3.42M | 89.51 | 0.25% |
| 87 | GS | The Goldman Sac... | 624.29 | -0.57% | 5.9K | -4.28% | 3.38M | 156.9 | 0.25% |
| 88 | WELL | Welltower Inc. | 151.63 | +0.69% | 26.12K | +0.44% | 3.29M | 76.92 | 0.24% |
| 89 | COMB | GraniteShares B... | 21.92 | +1.12% | 162.63K | -0.12% | 3.25M | 23.87 | 0.24% |
| 90 | WSO | Watsco, Inc. | 423.31 | -1.47% | 6.71K | -0.83% | 3.18M | 285.71 | 0.24% |
| 91 | XLK | Technology Sele... | 241.22 | -0.75% | 12.96K | +24.74% | 3.01M | 137.73 | 0.22% |
| 92 | BKLN | Invesco Senior ... | 20.90 | -0.02% | 139.65K | +2.46% | 2.94M | 21.9 | 0.22% |
| 93 | IVV | iShares Core S&... | 598.51 | -0.87% | 4.93K | -3.46% | 2.9M | 290.08 | 0.21% |
| 94 | BR | Broadridge Fina... | 238.63 | -0.15% | 12.84K | -2.77% | 2.9M | 148.45 | 0.21% |
| 95 | SPHY | SPDR Portfolio ... | 23.45 | -0.13% | 120.32K | +3.19% | 2.82M | 23.38 | 0.21% |
| 96 | MDT | Medtronic plc | 86.20 | -1.96% | 33.3K | -2.63% | 2.66M | 79.38 | 0.20% |
| 97 | EFA | iShares MSCI EA... | 86.94 | -1.25% | 32.19K | +3.80% | 2.43M | 65.36 | 0.18% |
| 98 | CTAS | Cintas Corporat... | 221.23 | -0.56% | 13.26K | +68.40% | 2.42M | 157.1 | 0.18% |
| 99 | ROL | Rollins, Inc. | 56.37 | -0.63% | 49.37K | +129.13% | 2.29M | 47.3 | 0.17% |
| 100 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 8.54K | -18.98% | 2.25M | 142.53 | 0.17% |
| 101 | TEL | TE Connectivity... | 163.44 | -1.24% | 15.77K | +100.00% | 2.25M | 142.97 | 0.17% |
| 102 | IWR | iShares Russell... | 89.14 | -1% | 23.21K | -0.17% | 2.05M | 48.47 | 0.15% |
| 103 | DD | DuPont de Nemou... | 67.23 | -1.1% | 26.83K | +100.00% | 2.04M | 76.25 | 0.15% |
| 104 | GLW | Corning Incorpo... | 50.48 | -0.59% | 42.5K | -0.76% | 2.02M | 30.73 | 0.15% |
| 105 | VEA | Vanguard Develo... | 55.73 | -1.28% | 41.59K | -13.64% | 1.99M | 41.23 | 0.15% |
| 106 | MUB | iShares Nationa... | 104.08 | +0.11% | 18.46K | +352.80% | 1.97M | 106.8 | 0.15% |
| 107 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 69.32K | +310.39% | 1.93M | 15.16 | 0.14% |
| 108 | ADP | Automatic Data ... | 307.57 | -0.11% | 6.51K | -3.7% | 1.91M | 141.45 | 0.14% |
| 109 | NTDOY | Nintendo Co., L... | 21.58 | +3.80% | 128.78K | -3.34% | 1.88M | 13.46 | 0.14% |
| 110 | SYY | Sysco Corporati... | 74.24 | -0.68% | 24.34K | -1.29% | 1.86M | 66.81 | 0.14% |
| 111 | ADBE | Adobe Inc. | 382.68 | -4.74% | 3.79K | -3.37% | 1.69M | 151.1 | 0.12% |
| 112 | ABT | Abbott Laborato... | 132.22 | -1.34% | 14.16K | +1.94% | 1.6M | 56.76 | 0.12% |
| 113 | VGT | Vanguard Inform... | 629.24 | -0.73% | 2.42K | 0.00% | 1.5M | 419.4 | 0.11% |
| 114 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 1.37K | +1.03% | 1.45M | 314.43 | 0.11% |
| 115 | XOP | SPDR S&P Oil & ... | 134.85 | +1.31% | 10.72K | -15.32% | 1.42M | 96.21 | 0.10% |
| 116 | XLF | Financial Selec... | 50.20 | -0.64% | 26.64K | +18.28% | 1.29M | 35.74 | 0.10% |
| 117 | IWO | iShares Russell... | 275.38 | -1.06% | 4.42K | 0.00% | 1.27M | 188.65 | 0.09% |
| 118 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 2.49K | -2.77% | 1.27M | 263.42 | 0.09% |
| 119 | IUSB | iShares Core To... | 45.69 | +0.27% | 28.09K | -5.01% | 1.27M | 46.07 | 0.09% |
| 120 | IWF | iShares Russell... | 406.54 | -0.88% | 3.15K | +0.19% | 1.26M | 166.97 | 0.09% |
| 121 | VEU | Vanguard FTSE A... | 65.74 | -1.28% | 21.79K | -1.53% | 1.25M | 47.17 | 0.09% |
| 122 | VRSN | VeriSign, Inc. | 283.94 | +1.02% | 6.01K | -1.31% | 1.24M | 51.71 | 0.09% |
| 123 | XLC | Communication S... | 103.40 | -0.9% | 12.6K | +16.09% | 1.22M | 67.6 | 0.09% |
| 124 | ACN | Accenture plc | 312.02 | -0.73% | 3.42K | +5.29% | 1.21M | 121.37 | 0.09% |
| 125 | BDX | Becton, Dickins... | 170.00 | -1.22% | 5.14K | +346.66% | 1.17M | 227.46 | 0.09% |
| 126 | VV | Vanguard Large ... | 275.64 | -0.95% | 4.32K | 0.00% | 1.16M | 239.55 | 0.09% |
| 127 | VTI | Vanguard Total ... | 293.93 | -0.86% | 4.01K | 0.00% | 1.16M | 202.62 | 0.09% |
| 128 | IJH | iShares Core S&... | 60.20 | -0.88% | 16.88K | -0.82% | 1.05M | 39.58 | 0.08% |
| 129 | KO | The Coca-Cola C... | 69.60 | -1.31% | 16.76K | -0.97% | 1.04M | 46.55 | 0.08% |
| 130 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 22.82K | -9.65% | 1M | 41.22 | 0.07% |
| 131 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 5.92K | +31.94% | 987K | 97.45 | 0.07% |
| 132 | APH | Amphenol Corpor... | 92.69 | -0.73% | 14.02K | +4.46% | 974K | 12.51 | 0.07% |
| 133 | FNDX | Schwab Fundamen... | 23.96 | -0.81% | 40.76K | +385.93% | 965K | 20.97 | 0.07% |
| 134 | TXN | Texas Instrumen... | 197.70 | -0.76% | 5.09K | -4.1% | 955K | 104.54 | 0.07% |
| 135 | QEMM | SPDR MSCI Emerg... | 61.61 | -0.52% | 16.01K | -25.75% | 913K | 58.29 | 0.07% |
| 136 | UNP | Union Pacific C... | 220.55 | -1.83% | 3.7K | -1.57% | 843K | 107.5 | 0.06% |
| 137 | ABNB | Airbnb, Inc. | 133.42 | -2.76% | 6.27K | +1.10% | 824K | 156.05 | 0.06% |
| 138 | DVY | iShares Select ... | 129.58 | -0.84% | 6.18K | 0.00% | 812K | 107.64 | 0.06% |
| 139 | EEM | iShares MSCI Em... | 46.62 | -1.3% | 19.33K | +17.10% | 809K | 41.28 | 0.06% |
| 140 | LOW | Lowe's Companie... | 211.90 | -1.94% | 3.23K | -10.73% | 796K | 176.22 | 0.06% |
| 141 | IWP | iShares Russell... | 134.05 | -0.92% | 6.23K | 0.00% | 789K | 56.38 | 0.06% |
| 142 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 2.34K | -7.41% | 781K | 141.3 | 0.06% |
| 143 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 12.7K | -13.48% | 752K | 32.91 | 0.06% |
| 144 | WAB | Westinghouse Ai... | 200.83 | -1.31% | 3.85K | -2.01% | 731K | 53.97 | 0.05% |
| 145 | VRTX | Vertex Pharmace... | 442.29 | -1.91% | 1.81K | +0.22% | 728K | 189.8 | 0.05% |
| 146 | MDLZ | Mondelez Intern... | 66.32 | -1.32% | 12.18K | -15.85% | 727K | 30.92 | 0.05% |
| 147 | YUM | Yum! Brands, In... | 140.02 | -1.35% | 5.29K | -12.6% | 710K | 106.34 | 0.05% |
| 148 | BRK-A | Berkshire Hatha... | 725910.01 | -1.36% | 1 | 0.00% | 681K | 408950 | 0.05% |
| 149 | SDY | SPDR S&P Divide... | 134.04 | -0.86% | 5.11K | -3.68% | 675K | 97.39 | 0.05% |
| 150 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 2.79K | -1.42% | 675K | 141.33 | 0.05% |