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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
5
4
4
1
55
16
5
APPLETON PARTNERS INC MA

Time Period2018-03-31

Total Holdings260

Total Value ($x1000)659,030
Activities
New14

Increased108

Unchanged24

Decreased114

Sold Out13

Top 10 Stock Holdingstotal 24.36%
GSLC3.66

AAPL3.64

SPY2.93

JPM2.64

V2.6

 
HD2.32

AMZN1.69

AGG1.69

TMO1.63

FB1.56

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
GSLC
3.66%
EQUITY ETF
AAPL
3.64%
COM
SPY
2.93%
TR UNIT
JPM
2.64%
COM
V
2.6%
COM CL A
HD
2.32%
COM
AMZN
1.69%
COM
AGG
1.69%
CORE TOTUSBD ETF
TMO
1.63%
COM
FB
1.56%
CL A
LMT
1.5%
COM
BAC
1.46%
COM
AMT
1.45%
COM
MSFT
1.4%
COM
SCHX
1.39%
US LRG CAP ETF
JNJ
1.32%
COM
PEP
1.28%
COM
STZ
1.23%
CL A
INTU
1.13%
COM
UNH
1.09%
COM
GS
1.07%
COM
ICE
1.06%
COM
SHW
1.04%
COM
ZTS
1.02%
CL A
QEMM
1.01%
EM QUAL MIX
COST
1.01%
COM
PG
0.93%
COM
GSIE
0.93%
ACTIVEBETA INT
ADBE
0.92%
COM
ROP
0.91%
COM
VEA
0.9%
FTSE DEV MKT ETF
MDT
0.9%
SHS
ABBV
0.9%
COM
TJX
0.89%
COM
IBB
0.88%
NASDQ BIOTEC ETF
AVGO
0.82%
SHS
VZ
0.81%
COM
NXPI
0.8%
COM
IWM
0.8%
RUSSELL 2000 ETF
SCHF
0.79%
INTL EQTY ETF
GOOG
0.77%
CAP STK CL C
CCL
0.76%
PAIRED CTF
XOM
0.75%
COM
SIVB
0.72%
COM
EFAV
0.71%
EAFE MIN VOL ETF
PYPL
0.69%
COM
ACN
0.68%
SHS CLASS A
MCD
0.66%
COM
EFA
0.65%
MSCI EAFE ETF
GOOGL
0.65%
CAP STK CL A
JPST
0.65%
ULTRA SHRT INC
PGF
0.63%
FINL PFD PTFL
DWDP
0.61%
COM
MMM
0.59%
COM
VMC
0.58%
COM
PANW
0.57%
COM
VLO
0.56%
COM
NFLX
0.56%
COM
HACK
0.56%
PUREFUNDS ISE CY
DPZ
0.52%
COM
DIS
0.52%
COM DISNEY
IEMG
0.51%
CORE MSCI EMKT
BKNG
0.5%
COM
SLB
0.49%
COM
XYL
0.49%
COM
AMGN
0.49%
COM
WAB
0.47%
COM
WFC
0.45%
COM
FII
0.44%
CL B
VIG
0.43%
DIV APP ETF
VRSN
0.43%
COM
CSCO
0.43%
COM
C
0.42%
COM NEW
NTRS
0.42%
COM
MDLZ
0.41%
CL A
IAGG
0.4%
CORE INTL AGGR
ST
0.39%
SHS
EOG
0.39%
COM
SMLV
0.38%
RUSS2000 LOVOL
EMLP
0.37%
NO AMER ENERGY
SCHH
0.37%
US REIT ETF
SCHA
0.35%
US SML CAP ETF
JPME
0.35%
DIVERSFED RTRN
VEU
0.35%
ALLWRLD EX US
AMAT
0.34%
COM
KHC
0.34%
COM
INTC
0.34%
COM
TEL
0.33%
REG SHS
BRK.B
0.32%
CL B NEW
UNP
0.31%
COM
EW
0.31%
COM
XLE
0.31%
SBI INT-ENERGY
MRK
0.3%
COM
JPSE
0.29%
DIVERSFD EQT ETF
EEM
0.29%
MSCI EMG MKT ETF
CL
0.28%
COM
RTN
0.28%
COM NEW
VO
0.28%
MID CAP ETF
IWR
0.27%
RUS MID-CAP ETF
MDYV
0.27%
S&P 400 MDCP VAL
CME
0.27%
COM
PFE
0.24%
COM
SYK
0.24%
COM
CCI
0.24%
COM
BA
0.24%
COM
JPHF
0.24%
DIVERSIFIED ET
GILD
0.24%
COM
ITW
0.23%
COM
RSG
0.23%
COM
ALB
0.23%
COM
ILMN
0.23%
COM
ECL
0.23%
COM
NOC
0.23%
COM
TXN
0.23%
COM
GLD
0.22%
GOLD SHS
UTX
0.21%
COM
CB
0.21%
COM
SPGI
0.2%
COM
GE
0.19%
COM
ZAYO
0.19%
COM
APH
0.19%
CL A
JD
0.19%
SPON ADR CL A
ABT
0.19%
COM
BMY
0.19%
COM
IVV
0.18%
CORE S&P500 ETF
SMG
0.18%
CL A
MS
0.18%
COM NEW
HON
0.18%
COM
KO
0.18%
COM
AGN
0.17%
SHS
VOD
0.17%
SPNSR ADR NO PAR
IBM
0.16%
COM
VNQ
0.16%
REIT ETF
MGM
0.16%
COM
T
0.16%
COM
DHI
0.16%
COM
MA
0.16%
CL A
CELG
0.15%
COM
AMP
0.15%
COM
BLK
0.15%
COM
SHY
0.15%
1-3 YR TR BD ETF
ADP
0.15%
COM
JNK
0.15%
BRC HGH YLD BD
BIIB
0.14%
COM
ICSH
0.14%
LIQUID INC ETF
CMCSA
0.14%
CL A
DLR
0.14%
COM
FLRN
0.14%
INV GRD FLT RT
EA
0.13%
COM
CVX
0.13%
COM
PAYX
0.13%
COM
PNC
0.13%
COM
SYY
0.13%
COM
APTV
0.13%
SHS
EBAY
0.12%
COM
NVS
0.12%
SPONSORED ADR
VFC
0.11%
COM
WEC
0.11%
COM
IBND
0.11%
BRCLY INTL CRP
HYG
0.11%
IBOXX HI YD ETF
IWN
0.11%
RUS 2000 VAL ETF
CHD
0.11%
COM
TMUS
0.1%
COM
VWO
0.1%
FTSE EMR MKT ETF
USMV
0.1%
USA MIN VOL ETF
XLU
0.1%
SBI INT-UTILS
NVDA
0.09%
COM
APD
0.09%
COM
CLX
0.09%
COM
NKE
0.09%
CL B
IJH
0.09%
CORE S&P MCP ETF
MINT
0.09%
ENHAN SHRT MAT
CVS
0.09%
COM
SDY
0.09%
S&P DIVID ETF
DE
0.09%
COM
IWO
0.09%
RUS 2000 GRW ETF
DHR
0.08%
COM
NEE
0.08%
COM
LLY
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
MDY
0.08%
UTSER1 S&PDCRP
PRU
0.08%
COM
IWP
0.08%
RUS MD CP GR ETF
IEFA
0.08%
CORE MSCI EAFE
BUD
0.07%
SPONSORED ADR
ADM
0.07%
COM
MO
0.07%
COM
VNQI
0.07%
GLB EX US ETF
WM
0.07%
COM
CAT
0.07%
COM
QQQ
0.07%
UNIT SER 1
CSX
0.07%
COM
MTN
0.06%
COM
AKAM
0.06%
COM
PX
0.06%
COM
BKD
0.06%
COM
GLIBA
0.06%
COM CLASS A
WDAY
0.06%
CL A
PPG
0.06%
COM
FPX
0.06%
SHS
DIA
0.06%
UT SER 1
CSD
0.06%
GUGG SPINOFF ETF
D
0.06%
COM
FEZ
0.05%
EURO STOXX 50
IJJ
0.05%
S&P MC 400VL ETF
PM
0.05%
COM
FDX
0.05%
COM
CSL
0.05%
COM
ED
0.05%
COM
IWW
0.05%
RUS 3000 VAL ETF
TGT
0.05%
COM
WY
0.05%
COM
SO
0.05%
COM
TRV
0.05%
COM
BR
0.05%
COM
IGF
0.05%
GLB INFRASTR ETF
ORCL
0.05%
COM
RLI
0.04%
COM
QEFA
0.04%
EAFE QUAL MIX
IWS
0.04%
RUS MDCP VAL ETF
PSA
0.04%
COM
SPYX
0.04%
SP500 FOSL ETF
SEE
0.04%
COM
VB
0.04%
SMALL CP ETF
HAL
0.04%
COM
WMT
0.04%
COM
LUV
0.04%
COM
TIP
0.04%
TIPS BD ETF
FLOT
0.04%
FLTG RATE BD ETF
COP
0.04%
COM
TSLA
0.04%
COM
DUK
0.04%
COM NEW
AXP
0.04%
COM
UPS
0.04%
CL B
HDV
0.04%
HIGH DIVIDND ETF
IJR
0.04%
CORE S&P SCP ETF
CRM
0.04%
COM
USB
0.04%
COM NEW
ETHO
0.04%
ETHO CLIMATE LEA
NUMG
0.03%
ESG MID CAP
VTV
0.03%
VALUE ETF
VTI
0.03%
TOTAL STK MKT
IVOO
0.03%
MIDCP 400 IDX
VBR
0.03%
SM CP VAL ETF
IR
0.03%
SHS
DNKN
0.03%
COM
NOW
0.03%
COM
KMB
0.03%
COM
ESGS
0.03%
SUSTANABLE US
SPHD
0.03%
PWRSH S&P500HI
DVY
0.03%
SELECT DIVID ETF
OKTA
0.03%
CL A
SCZ
0.03%
EAFE SML CP ETF
BDX
0.03%
COM
OCSL
0.02%
COM
AT
0.02%
COM NEW
STRATEGI...
< 0.01%
COM
CHINA SO...
< 0.01%
COM
TAURIGA ...
< 0.01%
COM
DNIB UNW...
< 0.01%
COM
PCLN
0.43%
COM NEW
VCSH
0.17%
SHRT TRM CORP BD
CAH
0.07%
COM
JPUS
0.05%
F JPMORGAN DIVER
LQD
0.05%
IBOXX INV CP ETF
LBRDK
0.04%
COM SER C
LNG
0.04%
COM NEW
VOO
0.04%
SHS
K
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
NUE
0.03%
COM
BIV
0.03%
INTERMED TERM
RGS
0.03%
COM