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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
5
6
4
4
0
54
20
6
APPLETON PARTNERS INC MA

Time Period2019-03-31

Total Holdings263

Total Value ($x1000)754,452
Activities
New12

Increased104

Unchanged28

Decreased119

Sold Out4

Top 10 Stock Holdingstotal 26.8%
JPST4.53

AAPL3.67

GSLC3.44

V2.85

HD2.24

 
JPM2.21

AMZN2.09

SCHX2.06

TMO1.89

SPY1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPST
4.53%
ULTRA SHRT INC
AAPL
3.67%
COM
GSLC
3.44%
EQUITY ETF
V
2.85%
COM CL A
HD
2.24%
COM
JPM
2.21%
COM
AMZN
2.09%
COM
SCHX
2.06%
US LRG CAP ETF
TMO
1.89%
COM
SPY
1.82%
TR UNIT
AMT
1.72%
COM
MSFT
1.7%
COM
FLRN
1.65%
INV GRD FLT RT
INTU
1.44%
COM
GSIE
1.36%
ACTIVEBETA INT
PEP
1.35%
COM
JNJ
1.34%
COM
UNH
1.24%
COM
BAC
1.22%
COM
LMT
1.17%
COM
PG
1.14%
COM
ZTS
1.14%
CL A
COST
1.11%
COM
SCHF
1.11%
INTL EQTY ETF
ICE
1.07%
COM
QEMM
0.98%
EM QUAL MIX
SHW
0.98%
COM
ADBE
0.96%
COM
TJX
0.96%
COM
MDT
0.94%
SHS
ROP
0.91%
COM
GOOG
0.88%
CAP STK CL C
STZ
0.88%
CL A
PYPL
0.82%
COM
IBB
0.8%
NASDQ BIOTEC ETF
VZ
0.77%
COM
MCD
0.77%
COM
IWM
0.76%
RUSSELL 2000 ETF
ACN
0.75%
SHS CLASS A
SIVB
0.71%
COM
ABBV
0.7%
COM
XOM
0.68%
COM
PANW
0.68%
COM
AGG
0.65%
CORE TOTUSBD ETF
GOOGL
0.65%
CAP STK CL A
HACK
0.65%
PUREFUNDS ISE CY
AMGN
0.62%
COM
AVGO
0.62%
COM
MMM
0.6%
COM
XYL
0.59%
COM
CSCO
0.58%
COM
NFLX
0.58%
COM
JPME
0.55%
DIVERSFED RTRN
VRSN
0.53%
COM
PGF
0.51%
FINL PFD ETF
IAGG
0.5%
CORE INTL AGGR
CCL
0.5%
PAIRED CTF
MRK
0.5%
COM
SCHA
0.48%
US SML CAP ETF
VLO
0.47%
COM
DIS
0.46%
COM DISNEY
DWDP
0.46%
COM
JPSE
0.45%
DIVERSFD EQT ETF
EFA
0.44%
MSCI EAFE ETF
VEA
0.43%
FTSE DEV MKT ETF
CSX
0.43%
COM
GS
0.42%
COM
SCHH
0.41%
US REIT ETF
XLE
0.41%
SBI INT-ENERGY
UTX
0.4%
COM
EMLP
0.39%
NO AMER ENERGY
T
0.39%
COM
SCHW
0.38%
COM
EW
0.38%
COM
IEMG
0.38%
CORE MSCI EMKT
BAM
0.37%
CL A LTD VT SH
NXPI
0.36%
COM
MDLZ
0.36%
CL A
SYK
0.35%
COM
CCI
0.34%
COM
WAB
0.34%
COM
EA
0.34%
COM
BKNG
0.33%
COM
RSG
0.33%
COM
CME
0.33%
COM
UNP
0.32%
COM
EL
0.32%
CL A
FII
0.31%
CL B
BRK.B
0.3%
CL B NEW
FB
0.3%
CL A
ILMN
0.3%
COM
ITR
0.29%
INTR TRM CORP BD
EFAV
0.29%
EAFE MIN VOL ETF
LAG
0.29%
BRCLYS AGG ETF
EOG
0.28%
COM
MNST
0.28%
COM
INTC
0.28%
COM
ST
0.27%
SHS
C
0.27%
COM NEW
TXN
0.26%
COM
VEU
0.26%
ALLWRLD EX US
ABT
0.25%
COM
IWR
0.25%
RUS MID-CAP ETF
ECL
0.25%
COM
IVV
0.25%
CORE S&P500 ETF
JPIN
0.25%
DIV RTN INT EQ
VO
0.25%
MID CAP ETF
XLU
0.24%
SBI INT-UTILS
JPHF
0.23%
DIVERSIFIED ET
SLB
0.23%
COM
WFC
0.23%
COM
TEL
0.23%
REG SHS
SYY
0.22%
COM
ATVI
0.22%
COM
PFE
0.22%
COM
BA
0.22%
COM
PAYX
0.22%
COM
JNK
0.21%
BRC HGH YLD BD
IQV
0.21%
COM
NTRS
0.21%
COM
EEM
0.19%
MSCI EMG MKT ETF
CL
0.19%
COM
ALB
0.19%
COM
NOC
0.19%
COM
MS
0.19%
COM NEW
ADP
0.18%
COM
MTN
0.18%
COM
COMB
0.17%
BBG COMMD K 1
MA
0.17%
CL A
APH
0.17%
CL A
DE
0.16%
COM
TMUS
0.15%
COM
RTN
0.15%
COM NEW
IBM
0.15%
COM
KO
0.15%
COM
CB
0.14%
COM
SMG
0.14%
CL A
SPGI
0.14%
COM
CVX
0.13%
COM
VMC
0.12%
COM
CELG
0.12%
COM
DPZ
0.12%
COM
DHR
0.11%
COM
GLD
0.11%
GOLD SHS
FISV
0.11%
COM
VNQ
0.11%
REIT ETF
IJH
0.11%
CORE S&P MCP ETF
HON
0.11%
COM
GE
0.1%
COM
SMLV
0.1%
RUSS2000 LOVOL
IWO
0.1%
RUS 2000 GRW ETF
BKLN
0.1%
SR LN ETF
EBAY
0.1%
COM
APTV
0.1%
SHS
BLK
0.09%
COM
NKE
0.09%
CL B
CHD
0.09%
COM
SCHZ
0.09%
US AGGREGATE B
DHI
0.09%
COM
SDY
0.09%
S&P DIVID ETF
LLY
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
BMY
0.08%
COM
CMCSA
0.08%
CL A
MDYV
0.08%
S&P 400 MDCP VAL
MDY
0.08%
UTSER1 S&PDCRP
GILD
0.08%
COM
IWN
0.08%
RUS 2000 VAL ETF
CF
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
IWP
0.08%
RUS MD CP GR ETF
NEE
0.08%
COM
BMRN
0.08%
COM
AMP
0.07%
COM
OKTA
0.07%
CL A
CLX
0.07%
COM
ITW
0.07%
COM
VFC
0.07%
COM
USMV
0.07%
USA MIN VOL ETF
BUD
0.07%
SPONSORED ADR
NVS
0.07%
SPONSORED ADR
LIN
0.07%
COM
APD
0.07%
COM
QQQ
0.07%
UNIT SER 1
MGM
0.07%
COM
WY
0.06%
COM
PNC
0.06%
COM
WDAY
0.06%
CL A
ICSH
0.06%
LIQUID INC ETF
WM
0.06%
COM
ADM
0.06%
COM
PRU
0.06%
COM
DLR
0.06%
COM
COP
0.06%
COM
FPX
0.06%
SHS
VIG
0.05%
DIV APP ETF
MO
0.05%
COM
NVDA
0.05%
COM
WEC
0.05%
COM
GLIBA
0.05%
COM CLASS A
BKD
0.05%
COM
AKAM
0.05%
COM
TRV
0.05%
COM
CSL
0.05%
COM
PPG
0.05%
COM
DIA
0.05%
UT SER 1
IEFA
0.05%
CORE MSCI EAFE
CAT
0.05%
COM
IJJ
0.04%
S&P MC 400VL ETF
AMAT
0.04%
COM
ED
0.04%
COM
TGT
0.04%
COM
CRM
0.04%
COM
ORCL
0.04%
COM
GIS
0.04%
COM
BDX
0.04%
COM
IWW
0.04%
RUS 3000 VAL ETF
WMT
0.04%
COM
RLI
0.04%
COM
FNDF
0.04%
SCHWB FDT INT LG
FEZ
0.04%
EURO STOXX 50
VB
0.04%
SMALL CP ETF
PSTG
0.04%
CL A
NOW
0.04%
COM
MINT
0.04%
ENHAN SHRT MAT
IWV
0.04%
RUSSELL 3000 ETF
AXP
0.04%
COM
VBR
0.04%
SM CP VAL ETF
XOP
0.04%
S&P OILGAS EXP
SWK
0.04%
COM
HDV
0.04%
HIGH DIVIDND ETF
IWS
0.04%
RUS MDCP VAL ETF
DNKN
0.04%
COM
EQIX
0.04%
COM PAR $0.001
BR
0.03%
COM
PM
0.03%
COM
QEFA
0.03%
EAFE QUAL MIX
FDX
0.03%
COM
ETHO
0.03%
ETHO CLIMATE LEA
SRPT
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
HYG
0.03%
IBOXX HI YD ETF
NUMG
0.03%
ESG MID CAP
SPYX
0.03%
SP500 FOSL ETF
TSLA
0.03%
COM
IR
0.03%
SHS
ANTM
0.03%
COM
SHY
0.03%
1-3 YR TR BD ETF
BIIB
0.03%
COM
IVOO
0.03%
MIDCP 400 IDX
SO
0.03%
COM
LNG
0.03%
COM NEW
FLOT
0.03%
FLTG RATE BD ETF
UPS
0.03%
CL B
SCHD
0.03%
US DIVIDEND EQ
MARIMED ...
0.02%
COM
LGF/B
0.02%
CL B NON VTG
STON
0.02%
COM UNITS
STDY
0.01%
SHS
CCO
0.01%
CL A
OMED
0.01%
COM
CHINA SO...
< 0.01%
COM
DNIB UNW...
< 0.01%
COM
CVS
0.05%
COM
VNQI
0.04%
GLB EX US ETF
D
0.04%
COM
VTI
0.04%
TOTAL STK MKT