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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
65
4
6
4
4
0
55
17
6
APPLETON PARTNERS INC MA

Time Period2018-06-30

Total Holdings263

Total Value ($x1000)698,437
Activities
New18

Increased110

Unchanged31

Decreased104

Sold Out15

Top 10 Stock Holdingstotal 24.44%
AAPL3.82

GSLC3.54

V2.72

JPM2.44

HD2.4

 
SPY2.33

AMZN2.09

SCHX1.89

FB1.64

AGG1.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.82%
COM
GSLC
3.54%
EQUITY ETF
V
2.72%
COM CL A
JPM
2.44%
COM
HD
2.4%
COM
SPY
2.33%
TR UNIT
AMZN
2.09%
COM
SCHX
1.89%
US LRG CAP ETF
FB
1.64%
CL A
AGG
1.57%
CORE TOTUSBD ETF
TMO
1.54%
COM
MSFT
1.48%
COM
JPST
1.4%
ULTRA SHRT INC
AMT
1.35%
COM
BAC
1.32%
COM
LMT
1.26%
COM
UNH
1.26%
COM
INTU
1.25%
COM
PEP
1.23%
COM
STZ
1.22%
CL A
JNJ
1.2%
COM
GSIE
1.19%
ACTIVEBETA INT
ADBE
1.03%
COM
ICE
1.03%
COM
COST
1.02%
COM
ZTS
1.02%
CL A
SHW
1.01%
COM
SCHF
1%
INTL EQTY ETF
TJX
0.98%
COM
MDT
0.92%
SHS
SIVB
0.92%
COM
QEMM
0.92%
EM QUAL MIX
GS
0.88%
COM
ABBV
0.88%
COM
IBB
0.86%
NASDQ BIOTEC ETF
PG
0.85%
COM
ROP
0.84%
COM
AVGO
0.82%
COM
IWM
0.82%
RUSSELL 2000 ETF
GOOG
0.8%
CAP STK CL C
XOM
0.78%
COM
VEA
0.76%
FTSE DEV MKT ETF
PYPL
0.72%
COM
ACN
0.71%
SHS CLASS A
NXPI
0.7%
COM
VZ
0.7%
COM
NFLX
0.7%
COM
DWDP
0.68%
COM
GOOGL
0.67%
CAP STK CL A
MCD
0.66%
COM
CCL
0.66%
PAIRED CTF
VLO
0.65%
COM
PGF
0.62%
FINL PFD ETF
VMC
0.62%
COM
PANW
0.6%
COM
DPZ
0.6%
COM
EFA
0.59%
MSCI EAFE ETF
HACK
0.57%
PUREFUNDS ISE CY
AMGN
0.54%
COM
WAB
0.52%
COM
IAGG
0.52%
CORE INTL AGGR
DIS
0.5%
COM DISNEY
EFAV
0.48%
EAFE MIN VOL ETF
SLB
0.48%
COM
MMM
0.48%
COM
VRSN
0.47%
COM
BKNG
0.46%
COM
CSCO
0.45%
COM
XYL
0.44%
COM
JPME
0.44%
DIVERSFED RTRN
IEMG
0.44%
CORE MSCI EMKT
WFC
0.44%
COM
EOG
0.43%
COM
SCHA
0.43%
US SML CAP ETF
VIG
0.41%
DIV APP ETF
JPSE
0.4%
DIVERSFD EQT ETF
SCHH
0.39%
US REIT ETF
EMLP
0.39%
NO AMER ENERGY
C
0.39%
COM NEW
XLE
0.38%
SBI INT-ENERGY
NTRS
0.37%
COM
MDLZ
0.36%
CL A
MRK
0.36%
COM
ST
0.35%
SHS
TEL
0.34%
REG SHS
EW
0.31%
COM
VEU
0.31%
ALLWRLD EX US
BRK.B
0.3%
CL B NEW
CME
0.3%
COM
UNP
0.3%
COM
INTC
0.29%
COM
FII
0.27%
CL B
VO
0.27%
MID CAP ETF
RSG
0.26%
COM
IWR
0.26%
RUS MID-CAP ETF
ILMN
0.26%
COM
CCI
0.25%
COM
EEM
0.25%
MSCI EMG MKT ETF
SMLV
0.25%
RUSS2000 LOVOL
TXN
0.25%
COM
CSX
0.25%
COM
ALB
0.25%
COM
IVV
0.24%
CORE S&P500 ETF
JPHF
0.24%
DIVERSIFIED ET
CL
0.23%
COM
RTN
0.23%
COM NEW
SYK
0.22%
COM
KHC
0.22%
COM
ECL
0.22%
COM
SCHW
0.22%
COM
BA
0.21%
COM
PFE
0.21%
COM
ZAYO
0.21%
COM
GLD
0.2%
GOLD SHS
NOC
0.2%
COM
SPGI
0.2%
COM
AMAT
0.19%
COM
MS
0.19%
COM NEW
JD
0.19%
SPON ADR CL A
GILD
0.18%
COM
MDYV
0.18%
S&P 400 MDCP VAL
JNK
0.18%
BRC HGH YLD BD
APH
0.18%
CL A
FLRN
0.18%
INV GRD FLT RT
CB
0.18%
COM
ABT
0.17%
COM
SMG
0.17%
CL A
PAYX
0.17%
COM
KO
0.16%
COM
SYY
0.16%
COM
UTX
0.16%
COM
ADP
0.16%
COM
GE
0.16%
COM
VNQ
0.16%
REIT ETF
DHI
0.15%
COM
BLK
0.15%
COM
IBM
0.15%
COM
VOD
0.15%
SPNSR ADR NO PAR
T
0.15%
COM
MA
0.15%
CL A
CVX
0.14%
COM
BMY
0.14%
COM
XLU
0.14%
SBI INT-UTILS
BIIB
0.14%
COM
ITW
0.14%
COM
SHY
0.14%
1-3 YR TR BD ETF
DLR
0.13%
COM
ICSH
0.13%
LIQUID INC ETF
AMP
0.13%
COM
APTV
0.12%
SHS
CELG
0.12%
COM
HON
0.12%
COM
EA
0.12%
COM
VFC
0.11%
COM
PNC
0.11%
COM
TMUS
0.11%
COM
CMCSA
0.11%
CL A
IWN
0.11%
RUS 2000 VAL ETF
AGN
0.11%
SHS
MTN
0.11%
COM
NKE
0.11%
CL B
EBAY
0.11%
COM
IJH
0.1%
CORE S&P MCP ETF
QQQ
0.1%
UNIT SER 1
CHD
0.09%
COM
MGM
0.09%
COM
SDY
0.09%
S&P DIVID ETF
WEC
0.09%
COM
CLX
0.09%
COM
IWO
0.09%
RUS 2000 GRW ETF
VWO
0.08%
FTSE EMR MKT ETF
APD
0.08%
COM
DE
0.08%
COM
NVDA
0.08%
COM
MINT
0.08%
ENHAN SHRT MAT
IWF
0.08%
RUS 1000 GRW ETF
DHR
0.08%
COM
USMV
0.08%
USA MIN VOL ETF
MDY
0.08%
UTSER1 S&PDCRP
NEE
0.08%
COM
IWP
0.08%
RUS MD CP GR ETF
LLY
0.07%
COM
AKAM
0.07%
COM
WY
0.07%
COM
BKD
0.07%
COM
DIA
0.07%
UT SER 1
IEFA
0.07%
CORE MSCI EAFE
ADM
0.07%
COM
VNQI
0.07%
GLB EX US ETF
BUD
0.07%
SPONSORED ADR
PRU
0.07%
COM
GLIBA
0.07%
COM CLASS A
HYG
0.06%
IBOXX HI YD ETF
PX
0.06%
COM
WM
0.06%
COM
MO
0.06%
COM
CAT
0.06%
COM
NVS
0.06%
SPONSORED ADR
BMRN
0.06%
COM
FPX
0.06%
SHS
WDAY
0.05%
CL A
IJJ
0.05%
S&P MC 400VL ETF
PPG
0.05%
COM
D
0.05%
COM
FDX
0.05%
COM
CSL
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
FEZ
0.05%
EURO STOXX 50
OKTA
0.05%
CL A
IWW
0.05%
RUS 3000 VAL ETF
IBND
0.05%
BRCLY INTL CRP
PSTG
0.05%
CL A
CRM
0.05%
COM
ED
0.05%
COM
CSD
0.05%
S&P SPIN OFF
TSLA
0.05%
COM
ORCL
0.04%
COM
CVS
0.04%
COM
TGT
0.04%
COM
RLI
0.04%
COM
BDX
0.04%
COM
BR
0.04%
COM
SPYX
0.04%
SP500 FOSL ETF
COP
0.04%
COM
TRV
0.04%
COM
SO
0.04%
COM
IWS
0.04%
RUS MDCP VAL ETF
AXP
0.04%
COM
SRPT
0.04%
COM
VBR
0.04%
SM CP VAL ETF
QEFA
0.04%
EAFE QUAL MIX
VB
0.04%
SMALL CP ETF
WMT
0.04%
COM
HAL
0.04%
COM
DUK
0.04%
COM NEW
DNKN
0.04%
COM
MARIMED ...
0.04%
COM
SEE
0.04%
COM
FLOT
0.04%
FLTG RATE BD ETF
HDV
0.03%
HIGH DIVIDND ETF
ETHO
0.03%
ETHO CLIMATE LEA
NUMG
0.03%
ESG MID CAP
RDS/B
0.03%
SPON ADR B
VTI
0.03%
TOTAL STK MKT
PM
0.03%
COM
IVOO
0.03%
MIDCP 400 IDX
VTV
0.03%
VALUE ETF
NOW
0.03%
COM
BAM
0.03%
CL A LTD VT SH
PSA
0.03%
COM
K
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
ESGS
0.03%
SUSTANABLE US
SPHD
0.03%
S&P500 HDL VOL
IJK
0.03%
S&P MC 400GR ETF
UPS
0.03%
CL B
QCLN
0.03%
NAS CLNEDG GREEN
OCSL
0.02%
COM
STDY
0.01%
SHS
CCO
0.01%
CL A
CHINA SO...
< 0.01%
COM
DNIB UNW...
< 0.01%
COM
TAURIGA ...
< 0.01%
COM
AVGO
0.82%
SHS
PGF
0.63%
FINL PFD PTFL
ST
0.39%
SHS
QQQ
0.07%
UNIT SER 1
CSD
0.06%
GUGG SPINOFF ETF
IGF
0.05%
GLB INFRASTR ETF
LUV
0.04%
COM
TIP
0.04%
TIPS BD ETF
USB
0.04%
COM NEW
IR
0.03%
SHS
KMB
0.03%
COM
SPHD
0.03%
PWRSH S&P500HI
SCZ
0.03%
EAFE SML CP ETF
AT
0.02%
COM NEW
STRATEGI...
< 0.01%
COM