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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
67
4
7
4
3
0
54
18
6
APPLETON PARTNERS INC MA

Time Period2018-09-30

Total Holdings261

Total Value ($x1000)751,057
Activities
New6

Increased88

Unchanged39

Decreased128

Sold Out8

Top 10 Stock Holdingstotal 25.86%
AAPL4.32

GSLC3.51

V2.82

JPM2.49

HD2.43

 
AMZN2.28

SPY2.14

SCHX2.11

JPST2.1

TMO1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.32%
COM
GSLC
3.51%
EQUITY ETF
V
2.82%
COM CL A
JPM
2.49%
COM
HD
2.43%
COM
AMZN
2.28%
COM
SPY
2.14%
TR UNIT
SCHX
2.11%
US LRG CAP ETF
JPST
2.1%
ULTRA SHRT INC
TMO
1.66%
COM
MSFT
1.58%
COM
AGG
1.42%
CORE TOTUSBD ETF
LMT
1.36%
COM
UNH
1.32%
COM
BAC
1.3%
COM
AMT
1.27%
COM
JNJ
1.27%
COM
FB
1.27%
CL A
PEP
1.24%
COM
INTU
1.24%
COM
GSIE
1.24%
ACTIVEBETA INT
STZ
1.11%
CL A
SCHF
1.1%
INTL EQTY ETF
ADBE
1.06%
COM
COST
1.06%
COM
TJX
1.04%
COM
ZTS
1.04%
CL A
SHW
1.04%
COM
MDT
1%
SHS
ICE
0.98%
COM
SIVB
0.97%
COM
IBB
0.88%
NASDQ BIOTEC ETF
QEMM
0.88%
EM QUAL MIX
GOOG
0.84%
CAP STK CL C
ABBV
0.84%
COM
PG
0.84%
COM
GS
0.81%
COM
ROP
0.79%
COM
IWM
0.79%
RUSSELL 2000 ETF
AVGO
0.74%
COM
ACN
0.73%
SHS CLASS A
XOM
0.72%
COM
PYPL
0.7%
COM
VZ
0.68%
COM
GOOGL
0.67%
CAP STK CL A
MCD
0.66%
COM
CCL
0.64%
PAIRED CTF
VLO
0.63%
COM
NFLX
0.62%
COM
DWDP
0.61%
COM
PANW
0.61%
COM
PGF
0.59%
FINL PFD ETF
HACK
0.59%
PUREFUNDS ISE CY
VEA
0.58%
FTSE DEV MKT ETF
AMGN
0.58%
COM
EFA
0.55%
MSCI EAFE ETF
IAGG
0.54%
CORE INTL AGGR
MMM
0.52%
COM
CSCO
0.51%
COM
DIS
0.51%
COM DISNEY
WAB
0.51%
COM
NXPI
0.5%
COM
VRSN
0.49%
COM
VMC
0.49%
COM
XYL
0.49%
COM
JPME
0.47%
DIVERSFED RTRN
SCHA
0.46%
US SML CAP ETF
FLRN
0.42%
INV GRD FLT RT
JPSE
0.41%
DIVERSFD EQT ETF
MRK
0.41%
COM
EOG
0.41%
COM
BKNG
0.41%
COM
SLB
0.4%
COM
XLE
0.4%
SBI INT-ENERGY
IEMG
0.4%
CORE MSCI EMKT
VIG
0.39%
DIV APP ETF
C
0.38%
COM NEW
WFC
0.37%
COM
SCHH
0.37%
US REIT ETF
EMLP
0.36%
NO AMER ENERGY
EFAV
0.36%
EAFE MIN VOL ETF
MDLZ
0.34%
CL A
ST
0.34%
SHS
EW
0.34%
COM
BRK.B
0.33%
CL B NEW
CME
0.33%
COM
NTRS
0.33%
COM
CSX
0.33%
COM
TEL
0.33%
REG SHS
UNP
0.32%
COM
ILMN
0.32%
COM
VEU
0.29%
ALLWRLD EX US
SCHW
0.29%
COM
CCI
0.28%
COM
MNST
0.28%
COM
RSG
0.28%
COM
TXN
0.27%
COM
IVV
0.27%
CORE S&P500 ETF
FII
0.26%
CL B
VO
0.26%
MID CAP ETF
ALB
0.25%
COM
INTC
0.25%
COM
IWR
0.25%
RUS MID-CAP ETF
PFE
0.24%
COM
T
0.24%
COM
RTN
0.23%
COM NEW
SYK
0.23%
COM
ECL
0.23%
COM
CL
0.22%
COM
JPHF
0.22%
DIVERSIFIED ET
EEM
0.22%
MSCI EMG MKT ETF
BA
0.21%
COM
DPZ
0.21%
COM
ABT
0.19%
COM
JNK
0.19%
BRC HGH YLD BD
PAYX
0.19%
COM
NOC
0.19%
COM
SMLV
0.18%
RUSS2000 LOVOL
SYY
0.18%
COM
XLU
0.18%
SBI INT-UTILS
MS
0.18%
COM NEW
GLD
0.18%
GOLD SHS
APH
0.18%
CL A
UTX
0.18%
COM
ZAYO
0.18%
COM
SPGI
0.18%
COM
MTN
0.17%
COM
ADP
0.16%
COM
BIIB
0.16%
COM
MA
0.16%
CL A
CB
0.16%
COM
GILD
0.16%
COM
AMAT
0.15%
COM
BLK
0.15%
COM
KO
0.15%
COM
BAM
0.15%
CL A LTD VT SH
SMG
0.15%
CL A
MDYV
0.14%
S&P 400 MDCP VAL
IBM
0.14%
COM
BMY
0.14%
COM
HON
0.14%
COM
ICSH
0.14%
LIQUID INC ETF
DHI
0.14%
COM
CELG
0.12%
COM
VNQ
0.12%
REIT ETF
AMP
0.12%
COM
DLR
0.12%
COM
VFC
0.12%
COM
CVX
0.12%
COM
TMUS
0.12%
COM
GE
0.12%
COM
ITW
0.11%
COM
APTV
0.11%
SHS
CMCSA
0.1%
CL A
NKE
0.1%
CL B
VOD
0.1%
SPNSR ADR NO PAR
PNC
0.1%
COM
IJH
0.1%
CORE S&P MCP ETF
IWN
0.09%
RUS 2000 VAL ETF
EA
0.09%
COM
QQQ
0.09%
UNIT SER 1
SDY
0.09%
S&P DIVID ETF
EBAY
0.09%
COM
WY
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
BUD
0.09%
SPONSORED ADR
CHD
0.08%
COM
IWO
0.08%
RUS 2000 GRW ETF
DE
0.08%
COM
APD
0.08%
COM
DHR
0.08%
COM
BKD
0.08%
COM
CLX
0.08%
COM
LLY
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
KHC
0.08%
COM
IWP
0.08%
RUS MD CP GR ETF
USMV
0.08%
USA MIN VOL ETF
MDY
0.07%
UTSER1 S&PDCRP
NVDA
0.07%
COM
NEE
0.07%
COM
BMRN
0.07%
COM
ADM
0.07%
COM
GLIBA
0.07%
COM CLASS A
MO
0.07%
COM
CAT
0.07%
COM
PRU
0.07%
COM
MGM
0.07%
COM
IQV
0.07%
COM
WM
0.06%
COM
DIA
0.06%
UT SER 1
OKTA
0.06%
CL A
PX
0.06%
COM
AKAM
0.06%
COM
MINT
0.06%
ENHAN SHRT MAT
FPX
0.06%
SHS
PPG
0.05%
COM
NVS
0.05%
SPONSORED ADR
CSL
0.05%
COM
IEFA
0.05%
CORE MSCI EAFE
FDX
0.05%
COM
IJJ
0.05%
S&P MC 400VL ETF
WEC
0.05%
COM
RLI
0.05%
COM
CRC
0.05%
COM NEW
WDAY
0.05%
CL A
TGT
0.05%
COM
PSTG
0.05%
CL A
IJR
0.05%
CORE S&P SCP ETF
IWW
0.05%
RUS 3000 VAL ETF
COP
0.05%
COM
CVS
0.05%
COM
BR
0.05%
COM
CRM
0.05%
COM
SRPT
0.04%
COM
HYG
0.04%
IBOXX HI YD ETF
FEZ
0.04%
EURO STOXX 50
BDX
0.04%
COM
ORCL
0.04%
COM
AXP
0.04%
COM
ED
0.04%
COM
TRV
0.04%
COM
D
0.04%
COM
VNQI
0.04%
GLB EX US ETF
IWS
0.04%
RUS MDCP VAL ETF
VB
0.04%
SMALL CP ETF
WMT
0.04%
COM
QEFA
0.04%
EAFE QUAL MIX
DNKN
0.04%
COM
NUMG
0.04%
ESG MID CAP
AGN
0.03%
SHS
HDV
0.03%
HIGH DIVIDND ETF
ETHO
0.03%
ETHO CLIMATE LEA
TSLA
0.03%
COM
VBR
0.03%
SM CP VAL ETF
SPYX
0.03%
SP500 FOSL ETF
DVY
0.03%
SELECT DIVID ETF
VTI
0.03%
TOTAL STK MKT
DUK
0.03%
COM NEW
SO
0.03%
COM
NOW
0.03%
COM
IVOO
0.03%
MIDCP 400 IDX
PM
0.03%
COM
HAL
0.03%
COM
SHY
0.03%
1-3 YR TR BD ETF
FLOT
0.03%
FLTG RATE BD ETF
IR
0.03%
SHS
ESGS
0.03%
SUSTANABLE US
K
0.03%
COM
UPS
0.03%
CL B
SPHD
0.03%
S&P500 HDL VOL
IJK
0.03%
S&P MC 400GR ETF
PSX
0.03%
COM
MARIMED ...
0.03%
COM
QCLN
0.03%
NAS CLNEDG GREEN
CCO
0.02%
CL A
STON
0.02%
COM UNITS
STDY
0.01%
SHS
OCSL
0.01%
COM
DNIB UNW...
< 0.01%
COM
CHINA SO...
< 0.01%
COM
JD
0.19%
SPON ADR CL A
IBND
0.05%
BRCLY INTL CRP
CSD
0.05%
S&P SPIN OFF
SEE
0.04%
COM
RDS/B
0.03%
SPON ADR B
VTV
0.03%
VALUE ETF
PSA
0.03%
COM
TAURIGA ...
< 0.01%
COM