13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001055290
Total reported value
$1.6B
$1.6B
255 檔
16.6%
At the close of Q3 2024, Appleton Partners Inc/ma disclosed equity holdings valued at approximately $1.6B, spread across 255 reported holdings.
During Q3 2024, Appleton Partners Inc/ma performed routine portfolio adjustments (1 new buys, 21 additions, 28 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.55% | -0.11% | -2.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.42% | -0.97% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.70% | — | -1.66% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.22% | +0.06% | -1.14% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.67% | -0.02% | -0.59% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.10% | -2.45% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.19% | +0.05% | +863.40% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.16% | -0.22% | -3.83% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.97% | +0.21% | -1.45% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | -0.11% | -1.95% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.92% | -0.02% | -1.75% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.67% | -0.12% | -1.41% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.64% | -0.44% | +6.36% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.62% | +0.25% | -2.65% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.29% | +0.01% | -0.42% | |
| 16 | ICE | Intercontinental Exchange In | Stock-Financials | 1.26% | -0.32% | -1.08% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 1.26% | — | -1.53% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 1.21% | +0.06% | +0.25% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 1.19% | +3.25% | +4.02% | |
| 20 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.16% | -0.05% | -1.12% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.13% | -0.07% | +0.54% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 1.11% | -0.12% | -8.52% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.18% | +9.33% | |
| 24 | DHR | Danaher CORP | Stock-Healthcare | 1.05% | -0.11% | +1.47% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | -0.10% | +2.37% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.05% | -3.67% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.44% | -2.88% | |
| 28 | EQIX | Equinix Inc | Stock-Real Estate | 1.01% | -0.02% | +0.79% | |
| 29 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.00% | — | -3.09% | |
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 1.00% | +0.22% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | -0.01% | -7.46% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.95% | -0.03% | -0.74% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.01% | +6.91% | |
| 34 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.92% | — | +2.82% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.12% | -3.54% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.91% | -0.02% | +0.99% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.14% | -2.10% | |
| 38 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.87% | -0.13% | +0.21% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.86% | — | -1.96% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.84% | -0.04% | -1.55% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.81% | +0.01% | +2.76% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.81% | +0.04% | +0.68% | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.78% | -0.01% | +2.31% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.08% | -2.75% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.74% | -0.06% | +0.66% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.09% | +1.75% | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.70% | -0.11% | -7.72% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.06% | -2.36% | |
| 49 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.68% | -0.59% | -0.10% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.13% | -3.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.2% | -2.35% | Trim |
| 3 | HD | Home Depot Inc | +0.2% | -1.95% | Trim |
| 4 | BX | Blackstone Inc | +0.2% | +0.54% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +9.33% | Add |
| 6 | SHW | Sherwin-williams Co/the | +0.2% | -0.74% | Trim |
| 7 | ICE | Intercontinental Exchange In | +0.1% | -1.08% | Trim |
| 8 | EQIX | Equinix Inc | +0.1% | +0.79% | Add |
| 9 | CRH | CRH plc | +0.1% | +54.53% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | -2.65% | Trim |
| 11 | NOC | Northrop Grumman CORP | +0.1% | -1.55% | Trim |
| 12 | LMT | Lockheed Martin CORP | +0.1% | -3.04% | Trim |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.41% | Trim |
| 14 | MCD | Mcdonald's CORP | +0.1% | +9.09% | Add |
| 15 | ZTS | Zoetis Inc | +0.1% | -1.53% | Trim |
| 16 | DHR | Danaher CORP | +0.1% | +1.47% | Add |
| 17 | CNSWF | Constellation Software Inc | +0.1% | +3.87% | Add |
| 18 | IQV | Iqvia Holdings Inc | +0.1% | +1.86% | Add |
| 19 | ABBV | Abbvie Inc | 0% | -2.87% | Trim |
| 20 | JPSE | JPM Diversified Rt Small Cap | 0% | +0.48% | Add |
| 21 | AMT | American Tower CORP | 0% | -3.14% | Trim |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +1.15% | Add |
| 23 | MS | Morgan Stanley | 0% | +0.25% | Add |
| 24 | SCHA | Schwab US Small-cap ETF | 0% | +0.68% | Add |
| 25 | IBB | Ishares Biotechnology ETF | 0% | +2.76% | Add |
| 26 | BKNG | Booking Holdings Inc | 0% | +2.31% | Add |
| 27 | JPME | JPM Diver Ret US Mc Equity | 0% | -0.10% | Trim |
| 28 | WCN | Waste Connections Inc | 0% | +7.74% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.41% | Trim |
| 30 | JNJ | Johnson & Johnson | 0% | -1.97% | Trim |
| 31 | CIBR | First Trust Nasdaq Cybersecu | 0% | +3.80% | Add |
| 32 | SCHF | Schwab Intl Equity ETF | 0% | -0.42% | Trim |
| 33 | JEPI | Jpmorgan Equity Premium Inco | 0% | +2.37% | Add |
| 34 | GSIE | Goldman Sachs Activebeta Int | 0% | -1.12% | Trim |
| 35 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +5.12% | Add |
| 36 | SCHX | Schwab US Large-cap ETF | — | -1.14% | Trim |
| 37 | GSLC | Goldman Activebeta US Lc ETF | 0% | -1.66% | Trim |
| 38 | AVGO | Broadcom Inc | 0% | +863.40% | Add |
| 39 | V | Visa Inc-class A Shares | 0% | -1.75% | Trim |
| 40 | WSO | Watsco Inc | -0.1% | -22.20% | Trim |
| 41 | CMG | Chipotle Mexican Grill Inc | -0.1% | +2.82% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.36% | Trim |
| 43 | JMST | JPM Ultra-short Muni Income | -0.1% | -19.12% | Trim |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.2% | -3.83% | Trim |
| 45 | ACN | Accenture plc | -0.2% | -74.98% | Trim |
| 46 | INTU | Intuit Inc | -0.2% | -8.52% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.3% | -0.59% | Trim |
| 48 | MU | Micron Technology Inc | -0.3% | +4.02% | Add |
| 49 | GOOG | Alphabet Inc-cl C | -0.3% | -1.45% | Trim |
| 50 | MSFT | Microsoft CORP | -0.4% | -0.97% | Trim |
According to official SEC Form 13F filings, Appleton Partners Inc/ma reported a total U.S. public equity portfolio value of $1.6B across 255 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GSLC) accounted for 16.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
GEV
市值: $13.7M
Top Position Liquidated / Trimmed
AAPL
前期市值: $82.4M
During Q3 2024, Appleton Partners Inc/ma's top holdings by market value included AAPL (6.5%)、MSFT (3.8%)、GSLC (3.7%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q3 2024, Appleton Partners Inc/ma made 50 total portfolio adjustments, initiating 1 new buys, adding to 21 positions, trimming 28 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.