APPLETON PARTNERS INC/MA

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Boston, MA
CIK
0001055290
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 285 1,240 AAPL, MSFT, GSLC, JPST 13F-HR 1/2/2024 000095012324000010
Q3 2023 289 1,125 AAPL, JPST, MSFT, GSLC 13F-HR 10/3/2023 000095012323008648
Q2 2023 287 1,184,418 AAPL, JPST, MSFT, GSLC 13F-HR 7/10/2023 000095012323006029
Q1 2023 295 1,124,251 AAPL, JPST, GSLC, MSFT 13F-HR 4/10/2023 000095012323003173
Q4 2022 295 1,055,625 AAPL, JPST, GSLC, MSFT 13F-HR 1/19/2023 000095012323000254
Q3 2022 292 999,667 AAPL, JPST, GSLC, MSFT 13F-HR 10/27/2022 000095012322010505
Q2 2022 293 1,057,457 AAPL, JPST, GSLC, MSFT 13F-HR 7/8/2022 000095012322007112
Q1 2022 302 1,223,221 AAPL, GSLC, MSFT, JPST 13F-HR 4/5/2022 000095012322003750
Q4 2021 310 1,328,462 AAPL, GSLC, MSFT, HD 13F-HR 2/3/2022 000095012322000863
Q3 2021 291 1,200,884 AAPL, GSLC, MSFT, JPST 13F-HR 10/14/2021 000095012321013129
Q2 2021 286 1,174,228 AAPL, GSLC, AMZN, MSFT 13F-HR 7/7/2021 000095012321008516
Q1 2021 279 1,075,786 AAPL, GSLC, AMZN, JPST 13F-HR 4/19/2021 000095012321004682
Q4 2020 274 1,015,714 AAPL, GSLC, AMZN, JPST 13F-HR 1/19/2021 000095012321000404
Q3 2020 262 905,609 AAPL, GSLC, AMZN, JPST 13F-HR 10/14/2020 000095012320010239
Q2 2020 257 835,102 AAPL, JPST, GSLC, AMZN 13F-HR 8/14/2020 000095012320009145
Q1 2020 258 721,677 AAPL, JPST, GSLC, V 13F-HR 5/4/2020 000095012320003810
Q4 2019 290 910,362 AAPL, GSLC, JPST, V 13F-HR 1/13/2020 000095012320000207
Q3 2019 280 828,338 JPST, AAPL, GSLC, V 13F-HR 11/4/2019 000095012319010012
Q2 2019 281 809,102 JPST, AAPL, GSLC, V 13F-HR 7/25/2019 000095012319006628
Q1 2019 263 754,452 JPST, AAPL, GSLC, V 13F-HR 4/17/2019 000095012319003379
Q4 2018 255 667,841 JPST, AAPL, GSLC, V 13F-HR 1/17/2019 000095012319000184
Q3 2018 261 751,057 AAPL, GSLC, V, JPM 13F-HR 10/9/2018 000095012318009715
Q2 2018 263 698,437 AAPL, GSLC, V, JPM 13F-HR 8/8/2018 000095012318007573
Q1 2018 260 659,030 GSLC, AAPL, SPY, JPM 13F-HR 4/11/2018 000095012318003466
Q4 2017 259 644,734 AAPL, GSLC, SPY, JPM 13F-HR 1/12/2018 000095012318000184
Q3 2017 239 593,572 SPY, AAPL, GSLC, V 13F-HR 10/12/2017 000095012317008975
Q2 2017 244 594,975 SPY, AAPL, GSLC, JPM 13F-HR 7/11/2017 000095012317006053
Q1 2017 229 543,509 AAPL, SPY, GSLC, JPM 13F-HR 5/1/2017 000095012317003701
Q4 2016 209 494,787 AAPL, JPM, HD, V 13F-HR 2/13/2017 000095012317001778
Q3 2016 214 530,790 AAPL, V, HD, JPM 13F-HR 11/3/2016 000095012316021125
Q2 2016 204 489,257 AAPL, HD, V, JPM 13F-HR 8/3/2016 000095012316018722
Q1 2016 206 505,991 AAPL, HD, V, PANW 13F-HR 4/21/2016 000095012316015924
Q4 2015 212 507,025 AAPL, V, HD, WFC 13F-HR 1/22/2016 000095012316012971
Q3 2015 200 439,873 AAPL, V, HD, WFC 13F-HR 10/15/2015 000095012315010261
Q2 2015 187 446,455 AAPL, V, WFC, HD 13F-HR 7/15/2015 000095012315007435
Q1 2015 183 443,405 AAPL, V, WFC, HD 13F-HR 4/30/2015 000095012315004808
Q4 2014 184 436,818 AAPL, V, WFC, HD 13F-HR 2/4/2015 000095012315000790
Q3 2014 188 428,281 AAPL, V, WFC, SLB 13F-HR 11/6/2014 000095012314011030
Q2 2014 176 427,681 AAPL, SLB, WFC, V 13F-HR 7/23/2014 000095012314007320
Q1 2014 170 422,614 AAPL, V, WFC, CBI 13F-HR 4/30/2014 000095012314004526
Q4 2013 167 417,087 AAPL, V, CERN, CBI 13F-HR 2/13/2014 000095012314002078