Appleton Partners Inc/ma
CIK Number: 0001055290
Main Sectors:
Top Industries:
Filing Date: Apr 22, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 228.44 | +1.57% | 354.38K | -2.31% | 78.72M | 19.65 | 6.08% | Share |
| 2 | GSLC | Goldman Sachs A... | 126.86 | +1.70% | 434.38K | -0.5% | 47.82M | 49.53 | 3.70% | Share |
| 3 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 122.32K | +2.26% | 45.92M | 100.21 | 3.55% | Share |
| 4 | SCHX | Schwab U.S. Lar... | 25.57 | +1.65% | 1.9M | -1.18% | 41.92M | 12.49 | 3.24% | Share |
| 5 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 185.41K | -0.66% | 35.27M | 64.57 | 2.73% | Share |
| 6 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 139.23K | -2.38% | 34.15M | 71.16 | 2.64% | Share |
| 7 | V | Visa Inc. | 349.67 | +1.74% | 86.97K | -2.69% | 30.48M | 47.78 | 2.36% | Share |
| 8 | XLE | Energy Select S... | 87.65 | +1.47% | 273.02K | +6.48% | 25.51M | 74.51 | 1.97% | Share |
| 9 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 151.95K | -6.39% | 25.44M | 36.52 | 1.97% | Share |
| 10 | JPST | JPMorgan Ultra-... | 50.70 | +0.11% | 482.23K | -2.28% | 24.41M | 50.23 | 1.89% | Share |
| 11 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 154.26K | -0.09% | 24.1M | 56.25 | 1.86% | Share |
| 12 | HD | The Home Depot,... | 412.00 | +3.60% | 64.09K | +2.95% | 23.49M | 106.3 | 1.81% | Share |
| 13 | UNH | UnitedHealth Gr... | 306.68 | +1.10% | 36.92K | +0.21% | 19.34M | 264.79 | 1.49% | Share |
| 14 | META | Meta Platforms,... | 755.79 | +2.26% | 31.91K | +21.27% | 18.39M | 431.58 | 1.42% | Share |
| 15 | MS | Morgan Stanley | 148.07 | +2.80% | 154.74K | +1.11% | 18.05M | 80.95 | 1.40% | Share |
| 16 | TMO | Thermo Fisher S... | 497.35 | +2.81% | 35.88K | -0.75% | 17.85M | 133.24 | 1.38% | Share |
| 17 | SCHF | Schwab Internat... | 23.07 | +1.61% | 855.36K | -0.65% | 16.92M | 16.82 | 1.31% | Share |
| 18 | AJG | Arthur J. Galla... | 303.16 | -0.73% | 48.47K | +0.26% | 16.73M | 189.93 | 1.29% | Share |
| 19 | ICE | Intercontinenta... | 180.00 | +0.43% | 96.28K | -8.67% | 16.61M | 60.02 | 1.28% | Share |
| 20 | NFLX | Netflix, Inc. | 1210.63 | +0.37% | 17.62K | -5.91% | 16.43M | 372.47 | 1.27% | Share |
| 21 | GSIE | Goldman Sachs A... | 41.37 | +1.56% | 434.06K | -0.75% | 15.47M | 29.69 | 1.20% | Share |
| 22 | GEV | GE Vernova Inc. | 620.23 | +2.35% | 49.17K | -4.89% | 15.01M | 254.98 | 1.16% | Share |
| 23 | JEPI | JPMorgan Equity... | 57.42 | +0.95% | 260.03K | +3.14% | 14.86M | 55.13 | 1.15% | Share |
| 24 | INTU | Intuit Inc. | 661.20 | -5.24% | 23.9K | -1.58% | 14.67M | 162.17 | 1.13% | Share |
| 25 | FLRN | SPDR Bloomberg ... | 30.84 | +0.05% | 469.6K | +7.82% | 14.47M | 30.63 | 1.12% | Share |
| 26 | IEMG | iShares Core MS... | 62.87 | +1.79% | 261.25K | +3.90% | 14.1M | 55.99 | 1.09% | Share |
| 27 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 26.22K | +85.11% | 13.96M | 352.19 | 1.08% | Share |
| 28 | ZTS | Zoetis Inc. | 156.75 | +0.73% | 83.1K | -1.96% | 13.68M | 68.49 | 1.06% | Share |
| 29 | BX | Blackstone Inc. | 171.91 | +5.18% | 97.14K | +1.43% | 13.58M | 118.96 | 1.05% | Share |
| 30 | MU | Micron Technolo... | 119.96 | +3.60% | 154.93K | +0.92% | 13.46M | 93.56 | 1.04% | Share |
| 31 | ROP | Roper Technolog... | 535.93 | +1.71% | 22.58K | -0.45% | 13.31M | 255.6 | 1.03% | Share |
| 32 | VRSK | Verisk Analytic... | 270.98 | -0.34% | 44.14K | -0.1% | 13.14M | 233.39 | 1.02% | Share |
| 33 | WELL | Welltower Inc. | 165.50 | -0.86% | 81.63K | +212.53% | 12.51M | 128.8 | 0.97% | Share |
| 34 | SPY | SPDR S&P 500 ET... | 645.83 | +1.62% | 21.81K | -3.47% | 12.2M | 248.62 | 0.94% | Share |
| 35 | DHR | Danaher Corpora... | 211.13 | +3.55% | 58.86K | +14.59% | 12.07M | 195.84 | 0.93% | Share |
| 36 | SHW | The Sherwin-Wil... | 376.10 | +3.36% | 34.46K | -0.11% | 12.03M | 100.61 | 0.93% | Share |
| 37 | PG | The Procter & G... | 158.55 | -0.11% | 66.12K | +1.18% | 11.27M | 87.64 | 0.87% | Share |
| 38 | RSG | Republic Servic... | 234.74 | -0.3% | 46.13K | +2.75% | 11.17M | 84.36 | 0.86% | Share |
| 39 | SYK | Stryker Corpora... | 393.24 | +2.19% | 29.13K | -0.33% | 10.84M | 210.71 | 0.84% | Share |
| 40 | NOC | Northrop Grumma... | 592.95 | -0.71% | 20.86K | +1.04% | 10.68M | 404.02 | 0.83% | Share |
| 41 | SCHA | Schwab U.S. Sma... | 27.31 | +3.76% | 448.6K | +3.74% | 10.51M | 20.52 | 0.81% | Share |
| 42 | BKNG | Booking Holding... | 5699.22 | -0.2% | 2.27K | -2.66% | 10.47M | 2700.4 | 0.81% | Share |
| 43 | CMG | Chipotle Mexica... | 43.33 | +0.97% | 206.32K | -0.38% | 10.36M | 34.89 | 0.80% | Share |
| 44 | COST | Costco Wholesal... | 963.00 | -0.69% | 10.88K | -7.52% | 10.29M | 123.9 | 0.80% | Share |
| 45 | IBB | iShares Biotech... | 140.78 | +1.46% | 78.38K | +3.40% | 10.03M | 94.5 | 0.77% | Share |
| 46 | DIS | The Walt Disney... | 119.43 | +2.77% | 98.04K | +0.12% | 9.68M | 108.91 | 0.75% | Share |
| 47 | WCN | Waste Connectio... | 186.18 | -0.16% | 49.39K | -0.82% | 9.64M | 134.75 | 0.74% | Share |
| 48 | CIBR | First Trust NAS... | 73.07 | +2.07% | 147.93K | +1.70% | 9.32M | 43.78 | 0.72% | Share |
| 49 | MRVL | Marvell Technol... | 74.22 | +4.23% | 151.26K | +10.82% | 9.31M | 105.68 | 0.72% | Share |
| 50 | SPIB | SPDR Portfolio ... | 33.74 | +0.52% | 275.17K | +4.21% | 9.15M | 34.08 | 0.71% | Share |
| 51 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 84.03K | -3.18% | 9.11M | 59.28 | 0.70% | Share |
| 52 | JPME | JPMorgan Divers... | 108.59 | +2.30% | 87.69K | +1.02% | 8.82M | 69.22 | 0.68% | Share |
| 53 | VMC | Vulcan Material... | 294.25 | +2.07% | 36.59K | +13.02% | 8.54M | 162.66 | 0.66% | Share |
| 54 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 54.52K | -2.1% | 8.43M | 46.63 | 0.65% | Share |
| 55 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 48.05K | -3.75% | 7.97M | 96.93 | 0.62% | Share |
| 56 | JPSE | JPMorgan Divers... | 49.41 | +3.51% | 182.29K | +3.02% | 7.95M | 34.84 | 0.61% | Share |
| 57 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 37.73K | -5.48% | 7.91M | 62.59 | 0.61% | Share |
| 58 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 51.06K | -2.57% | 7.66M | 90.4 | 0.59% | Share |
| 59 | CW | Curtiss-Wright ... | 489.06 | +0.97% | 24.11K | +72.08% | 7.65M | 339.12 | 0.59% | Share |
| 60 | SPAB | SPDR Portfolio ... | 25.63 | +0.56% | 291.8K | +5.59% | 7.45M | 27.39 | 0.58% | Share |
| 61 | MNST | Monster Beverag... | 63.36 | -1.55% | 121.89K | -2.75% | 7.13M | 36.32 | 0.55% | Share |
| 62 | LMT | Lockheed Martin... | 445.50 | -0.38% | 15.92K | +1.62% | 7.11M | 263.9 | 0.55% | Share |
| 63 | EVR | Evercore Inc. | 319.79 | +4.85% | 34.98K | +11.31% | 6.99M | 269.32 | 0.54% | Share |
| 64 | PANW | Palo Alto Netwo... | 186.25 | +1.60% | 39.01K | -8.56% | 6.66M | 24.08 | 0.51% | Share |
| 65 | ADSK | Autodesk, Inc. | 290.74 | +1.64% | 24.84K | +0.10% | 6.5M | 254.61 | 0.50% | Share |
| 66 | JMST | JPMorgan Ultra-... | 51.01 | +0.04% | 122.14K | -3.11% | 6.21M | 50.95 | 0.48% | Share |
| 67 | IAGG | iShares Core In... | 51.08 | +0.27% | 122.99K | +5.75% | 6.15M | 52.34 | 0.48% | Share |
| 68 | TJX | The TJX Compani... | 137.00 | -0.37% | 50.47K | -4.97% | 6.15M | 26.77 | 0.47% | Share |
| 69 | WMT | Walmart Inc. | 98.23 | +0.28% | 68.55K | +7.95% | 6.02M | 47.37 | 0.47% | Share |
| 70 | MCD | McDonald's Corp... | 313.20 | -0.01% | 18.79K | +0.88% | 5.87M | 162.04 | 0.45% | Share |
| 71 | LVMUY | LVMH Moët Henne... | 116.23 | +3.36% | 45.2K | +29.56% | 5.6M | 132.63 | 0.43% | Share |
| 72 | AMT | American Tower ... | 212.89 | +1.51% | 22.63K | -7.97% | 4.92M | 90.99 | 0.38% | Share |
| 73 | EMLP | First Trust Nor... | 38.15 | +0.61% | 126.79K | -1.89% | 4.75M | 24.68 | 0.37% | Share |
| 74 | XLU | Utilities Selec... | 85.88 | +0.35% | 58.94K | +10.88% | 4.65M | 60.74 | 0.36% | Share |
| 75 | SCHH | Schwab U.S. REI... | 21.65 | +1.96% | 206.27K | +3.45% | 4.44M | 20.74 | 0.34% | Share |
| 76 | PFFD | Global X U.S. P... | 19.55 | +0.96% | 227.43K | +4.26% | 4.33M | 20.04 | 0.33% | Share |
| 77 | CME | CME Group Inc. | 269.15 | -1.52% | 16.27K | -3.3% | 4.32M | 141.2 | 0.33% | Share |
| 78 | HSY | The Hershey Com... | 180.03 | +0.37% | 23.11K | +4.66% | 3.95M | 227.66 | 0.31% | Share |
| 79 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 32.88K | +3.35% | 3.91M | 90.46 | 0.30% | Share |
| 80 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 4.69K | -3.34% | 3.87M | 112.69 | 0.30% | Share |
| 81 | IWM | iShares Russell... | 235.10 | +4.04% | 19.39K | -2.42% | 3.87M | 140.63 | 0.30% | Share |
| 82 | COMB | GraniteShares B... | 21.00 | +0.51% | 169.25K | +4.07% | 3.67M | 23.78 | 0.28% | Share |
| 83 | WSO | Watsco, Inc. | 419.81 | +3.50% | 6.8K | +1.33% | 3.46M | 288.62 | 0.27% | Share |
| 84 | HACK | Amplify Cyberse... | 83.78 | +1.98% | 47.92K | -0.91% | 3.44M | 64.25 | 0.27% | Share |
| 85 | CRH | CRH plc | 112.96 | +2.37% | 38.82K | +4.84% | 3.42M | 87.17 | 0.26% | Share |
| 86 | CTAS | Cintas Corporat... | 216.42 | +0.14% | 16K | +20.65% | 3.29M | 165.39 | 0.25% | Share |
| 87 | BR | Broadridge Fina... | 263.00 | +0.83% | 13.34K | +3.92% | 3.23M | 152 | 0.25% | Share |
| 88 | MDT | Medtronic plc | 92.42 | +1.45% | 34.89K | +4.77% | 3.14M | 79.86 | 0.24% | Share |
| 89 | GS | The Goldman Sac... | 741.70 | +3.60% | 5.54K | -6.08% | 3.03M | 156.9 | 0.23% | Share |
| 90 | BKLN | Invesco Senior ... | 20.88 | +0.22% | 145.74K | +4.36% | 3.02M | 21.85 | 0.23% | Share |
| 91 | SPHY | SPDR Portfolio ... | 23.79 | +0.63% | 124.99K | +3.88% | 2.93M | 23.38 | 0.23% | Share |
| 92 | DFS | Discover Financ... | 200.05 | -0.21% | 17.06K | -0.29% | 2.91M | 98.84 | 0.23% | Share |
| 93 | ROL | Rollins, Inc. | 58.09 | +0.16% | 53.05K | +7.46% | 2.87M | 47.77 | 0.22% | Share |
| 94 | IVV | iShares Core S&... | 649.05 | +1.62% | 4.96K | +0.59% | 2.79M | 291.67 | 0.22% | Share |
| 95 | EFA | iShares MSCI EA... | 93.28 | +1.55% | 31.95K | -0.75% | 2.61M | 65.36 | 0.20% | Share |
| 96 | XLK | Technology Sele... | 263.78 | +1.88% | 12.2K | -5.86% | 2.52M | 137.73 | 0.19% | Share |
| 97 | ADP | Automatic Data ... | 307.24 | +0.75% | 8.14K | +25.02% | 2.49M | 174.29 | 0.19% | Share |
| 98 | SYY | Sysco Corporati... | 79.36 | -0.45% | 31.01K | +27.37% | 2.33M | 68.58 | 0.18% | Share |
| 99 | TEL | TE Connectivity... | 205.14 | +2.42% | 16.09K | +2.05% | 2.27M | 142.94 | 0.18% | Share |
| 100 | EQIX | Equinix, Inc. | 787.35 | +1.96% | 2.76K | -81.71% | 2.25M | 700.59 | 0.17% | Share |
| 101 | NTDOY | Nintendo Co., L... | 23.55 | +1.68% | 130.74K | +1.53% | 2.25M | 13.52 | 0.17% | Share |
| 102 | DD | DuPont de Nemou... | 77.20 | +3.55% | 28.96K | +7.96% | 2.16M | 76.13 | 0.17% | Share |
| 103 | AMGN | Amgen Inc. | 294.72 | -0.35% | 6.57K | -64.43% | 2.05M | 170.41 | 0.16% | Share |
| 104 | VEA | Vanguard Develo... | 59.60 | +1.68% | 39.6K | -4.78% | 2.01M | 41.23 | 0.16% | Share |
| 105 | IWR | iShares Russell... | 96.28 | +2.41% | 23.04K | -0.73% | 1.96M | 48.47 | 0.15% | Share |
| 106 | GLW | Corning Incorpo... | 65.82 | +1.43% | 42.07K | -1.01% | 1.93M | 30.73 | 0.15% | Share |
| 107 | ABT | Abbott Laborato... | 132.01 | +0.01% | 14.43K | +1.96% | 1.92M | 58.22 | 0.15% | Share |
| 108 | SCHG | Schwab U.S. Lar... | 30.58 | +1.89% | 74.9K | +8.05% | 1.88M | 15.89 | 0.14% | Share |
| 109 | BAC | Bank of America... | 49.30 | +2.14% | 44.38K | -84.08% | 1.85M | 21.49 | 0.14% | Share |
| 110 | VO | Vanguard Mid Ca... | 291.07 | +2.02% | 6.23K | -26.99% | 1.61M | 142.53 | 0.12% | Share |
| 111 | ADBE | Adobe Inc. | 360.62 | +2.03% | 3.63K | -4.12% | 1.39M | 151.1 | 0.11% | Share |
| 112 | XOP | SPDR S&P Oil & ... | 127.53 | +2.55% | 10.41K | -2.89% | 1.37M | 96.21 | 0.11% | Share |
| 113 | DGX | Quest Diagnosti... | 183.37 | -0.19% | 8.05K | +100.00% | 1.36M | 169.2 | 0.11% | Share |
| 114 | VEU | Vanguard FTSE A... | 70.39 | +1.66% | 21.74K | -0.19% | 1.32M | 47.17 | 0.10% | Share |
| 115 | VGT | Vanguard Inform... | 697.06 | +2.20% | 2.4K | -0.83% | 1.3M | 419.4 | 0.10% | Share |
| 116 | VV | Vanguard Large ... | 298.00 | +1.61% | 4.91K | +13.78% | 1.26M | 241.67 | 0.10% | Share |
| 117 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 2.67K | +7.15% | 1.25M | 277.14 | 0.10% | Share |
| 118 | XLF | Financial Selec... | 53.52 | +1.56% | 24.24K | -9.02% | 1.21M | 35.74 | 0.09% | Share |
| 119 | CSCO | Cisco Systems, ... | 67.59 | +0.86% | 19.44K | +53.06% | 1.2M | 42.89 | 0.09% | Share |
| 120 | IUSB | iShares Core To... | 46.34 | +0.55% | 25.43K | -9.45% | 1.17M | 46.07 | 0.09% | Share |
| 121 | XLC | Communication S... | 111.42 | +1.54% | 11.98K | -4.88% | 1.16M | 67.6 | 0.09% | Share |
| 122 | VRSN | VeriSign, Inc. | 270.78 | -0.54% | 4.51K | -24.96% | 1.15M | 51.71 | 0.09% | Share |
| 123 | IWF | iShares Russell... | 446.46 | +1.83% | 3.14K | -0.38% | 1.13M | 166.97 | 0.09% | Share |
| 124 | IWO | iShares Russell... | 308.18 | +3.72% | 4.42K | 0.00% | 1.13M | 188.65 | 0.09% | Share |
| 125 | VTI | Vanguard Total ... | 318.50 | +1.84% | 4.01K | -0.07% | 1.1M | 202.62 | 0.09% | Share |
| 126 | KO | The Coca-Cola C... | 70.04 | -0.88% | 15.36K | -8.35% | 1.1M | 46.55 | 0.09% | Share |
| 127 | MDY | SPDR S&P MIDCAP... | 596.90 | +3.00% | 1.94K | +98.47% | 1.03M | 431.47 | 0.08% | Share |
| 128 | DIA | SPDR Dow Jones ... | 456.55 | +1.92% | 2.43K | +317.87% | 1.02M | 395.8 | 0.08% | Share |
| 129 | NOW | ServiceNow, Inc... | 891.12 | +1.61% | 1.24K | -9.5% | 986K | 314.43 | 0.08% | Share |
| 130 | IJH | iShares Core S&... | 65.37 | +3.03% | 16.63K | -1.51% | 970K | 39.58 | 0.07% | Share |
| 131 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 20.34K | -10.88% | 921K | 41.22 | 0.07% | Share |
| 132 | APH | Amphenol Corpor... | 110.61 | +1.65% | 13.49K | -3.78% | 885K | 12.51 | 0.07% | Share |
| 133 | IBM | International B... | 242.76 | +1.40% | 3.5K | +27.50% | 872K | 166.43 | 0.07% | Share |
| 134 | VRTX | Vertex Pharmace... | 399.26 | +0.45% | 1.79K | -0.83% | 869K | 189.8 | 0.07% | Share |
| 135 | MUB | iShares Nationa... | 104.30 | +0.37% | 8.23K | -55.44% | 868K | 106.8 | 0.07% | Share |
| 136 | GE | GE Aerospace | 270.19 | +0.55% | 4.27K | +14.70% | 855K | 83.48 | 0.07% | Share |
| 137 | QEMM | SPDR MSCI Emerg... | 64.41 | +0.42% | 14.66K | -8.4% | 846K | 58.29 | 0.07% | Share |
| 138 | TXN | Texas Instrumen... | 207.32 | +3.29% | 4.71K | -7.64% | 845K | 104.54 | 0.07% | Share |
| 139 | DVY | iShares Select ... | 141.74 | +1.81% | 6.18K | 0.00% | 830K | 107.64 | 0.06% | Share |
| 140 | SDY | SPDR S&P Divide... | 142.87 | +1.33% | 6.08K | +19.08% | 826K | 103.52 | 0.06% | Share |
| 141 | GLD | SPDR Gold Share... | 310.88 | +1.17% | 2.86K | +2.80% | 825K | 145.33 | 0.06% | Share |
| 142 | CB | Chubb Limited | 277.86 | -0.35% | 2.66K | +124.58% | 803K | 240.22 | 0.06% | Share |
| 143 | BRK-A | Berkshire Hatha... | 730315.25 | -0.38% | 1 | 0.00% | 798K | 408950 | 0.06% | Share |
| 144 | WFC | Wells Fargo & C... | 78.87 | +1.34% | 11.11K | +25.15% | 797K | 47.41 | 0.06% | Share |
| 145 | EEM | iShares MSCI Em... | 50.55 | +1.82% | 18.15K | -6.14% | 793K | 41.28 | 0.06% | Share |
| 146 | UNP | Union Pacific C... | 227.34 | +0.91% | 3.35K | -9.39% | 791K | 107.5 | 0.06% | Share |
| 147 | FNDX | Schwab Fundamen... | 25.71 | +1.68% | 33.26K | -18.39% | 785K | 20.97 | 0.06% | Share |
| 148 | ORCL | Oracle Corporat... | 238.22 | +2.17% | 5.45K | -7.97% | 762K | 97.45 | 0.06% | Share |
| 149 | MDLZ | Mondelez Intern... | 62.98 | +0.06% | 11.23K | -7.72% | 762K | 30.92 | 0.06% | Share |
| 150 | MRK | Merck & Co., In... | 86.88 | +0.93% | 8.39K | -92.14% | 753K | 90.33 | 0.06% | Share |