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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
69
3
7
4
4
0
55
16
5
APPLETON PARTNERS INC MA

Time Period2017-12-31

Total Holdings259

Total Value ($x1000)644,734
Activities
New25

Increased93

Unchanged27

Decreased114

Sold Out5

Top 10 Stock Holdingstotal 25.68%
AAPL3.81

GSLC3.74

SPY3.72

JPM2.61

HD2.56

 
V2.54

AGG1.87

FB1.82

TMO1.54

BAC1.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.81%
COM
GSLC
3.74%
EQUITY ETF
SPY
3.72%
TR UNIT
JPM
2.61%
COM
HD
2.56%
COM
V
2.54%
COM CL A
AGG
1.87%
CORE TOTUSBD ETF
FB
1.82%
CL A
TMO
1.54%
COM
BAC
1.47%
COM
AMT
1.44%
COM
JNJ
1.44%
COM
LMT
1.44%
COM
PEP
1.43%
COM
AMZN
1.37%
COM
MSFT
1.34%
COM
STZ
1.24%
CL A
PG
1.12%
COM
SHW
1.11%
COM
GS
1.09%
COM
VEA
1.09%
FTSE DEV MKT ETF
UNH
1.07%
COM
ICE
1.04%
COM
COST
1.03%
COM
INTU
1.02%
COM
EFAV
0.98%
EAFE MIN VOL ETF
ABBV
0.92%
COM
VZ
0.92%
COM
QEMM
0.92%
EM QUAL MIX
MDT
0.92%
SHS
ZTS
0.89%
CL A
IBB
0.89%
NASDQ BIOTEC ETF
XOM
0.87%
COM
AVGO
0.87%
SHS
SPGI
0.87%
COM
ROP
0.86%
COM
TJX
0.85%
COM
NXPI
0.82%
COM
IWM
0.81%
RUSSELL 2000 ETF
GOOG
0.77%
CAP STK CL C
ADBE
0.75%
COM
CCL
0.73%
PAIRED CTF
ACN
0.71%
SHS CLASS A
PYPL
0.71%
COM
MCD
0.71%
COM
SCHX
0.7%
US LRG CAP ETF
DWDP
0.69%
COM
VMC
0.68%
COM
PGF
0.67%
FINL PFD PTFL
SMLV
0.67%
RUSS2000 LOVOL
GOOGL
0.67%
CAP STK CL A
EFA
0.65%
MSCI EAFE ETF
MMM
0.6%
COM
WFC
0.58%
COM
DIS
0.56%
COM DISNEY
VLO
0.56%
COM
KHC
0.55%
COM
SLB
0.53%
COM
WAB
0.53%
COM
HACK
0.51%
PUREFUNDS ISE CY
IEMG
0.5%
CORE MSCI EMKT
FII
0.5%
CL B
AMGN
0.49%
COM
C
0.48%
COM NEW
PANW
0.46%
COM
DPZ
0.45%
COM
MDLZ
0.45%
CL A
PCLN
0.43%
COM NEW
VRSN
0.43%
COM
NTRS
0.43%
COM
VIG
0.42%
DIV APP ETF
MDYV
0.42%
S&P 400 MDCP VAL
EOG
0.41%
COM
GSIE
0.4%
ACTIVEBETA INT
EMLP
0.39%
NO AMER ENERGY
CSCO
0.39%
COM
SCHH
0.39%
US REIT ETF
ST
0.37%
SHS
NFLX
0.37%
COM
SCHF
0.36%
INTL EQTY ETF
VEU
0.35%
ALLWRLD EX US
XYL
0.35%
COM
AMAT
0.34%
COM
GE
0.33%
COM
VNQ
0.32%
REIT ETF
TEL
0.32%
REG SHS
UNP
0.32%
COM
XLE
0.31%
SBI INT-ENERGY
CL
0.31%
COM
BRK.B
0.31%
CL B NEW
INTC
0.31%
COM
IWR
0.28%
RUS MID-CAP ETF
MRK
0.27%
COM
VO
0.26%
MID CAP ETF
PFE
0.26%
COM
ECL
0.26%
COM
EEM
0.26%
MSCI EMG MKT ETF
GILD
0.25%
COM
CME
0.24%
COM
CCI
0.24%
COM
AGN
0.24%
SHS
SMG
0.23%
CL A
IBND
0.23%
BRCLY INTL CRP
CB
0.23%
COM
JPHF
0.23%
DIVERSIFIED ET
UTX
0.23%
COM
ITW
0.23%
COM
SYK
0.22%
COM
SCHA
0.22%
US SML CAP ETF
RSG
0.22%
COM
BA
0.22%
COM
ILMN
0.22%
COM
EW
0.22%
COM
TXN
0.21%
COM
ZAYO
0.21%
COM
GLD
0.21%
GOLD SHS
RTN
0.21%
COM NEW
NOC
0.2%
COM
APH
0.2%
CL A
CMCSA
0.2%
CL A
HON
0.2%
COM
IVV
0.2%
CORE S&P500 ETF
KO
0.19%
COM
VOD
0.19%
SPNSR ADR NO PAR
BMY
0.19%
COM
CELG
0.19%
COM
T
0.18%
COM
ABT
0.18%
COM
AMP
0.18%
COM
VCSH
0.17%
SHRT TRM CORP BD
HYG
0.17%
IBOXX HI YD ETF
JD
0.17%
SPON ADR CL A
BIIB
0.17%
COM
DLR
0.16%
COM
ADP
0.16%
COM
IBM
0.15%
COM
SHY
0.15%
1-3 YR TR BD ETF
CVX
0.14%
COM
IAGG
0.14%
CORE INTL AGGR
MA
0.14%
CL A
CVS
0.14%
COM
MGM
0.14%
COM
JPME
0.13%
DIVERSFED RTRN
MS
0.13%
COM NEW
NVS
0.13%
SPONSORED ADR
APTV
0.13%
SHS
PAYX
0.13%
COM
EA
0.13%
COM
PNC
0.13%
COM
WEC
0.12%
COM
IWN
0.12%
RUS 2000 VAL ETF
BLK
0.12%
COM
EBAY
0.12%
COM
SYY
0.11%
COM
DHI
0.11%
COM
VFC
0.11%
COM
USMV
0.11%
USA MIN VOL ETF
CHD
0.11%
COM
CLX
0.11%
COM
VWO
0.1%
FTSE EMR MKT ETF
JPSE
0.1%
DIVERSFD EQT ETF
APD
0.1%
COM
IWO
0.1%
RUS 2000 GRW ETF
IJH
0.1%
CORE S&P MCP ETF
SDY
0.09%
S&P DIVID ETF
TMUS
0.09%
COM
NKE
0.09%
CL B
IWP
0.09%
RUS MD CP GR ETF
LLY
0.09%
COM
PRU
0.09%
COM
IJJ
0.09%
S&P MC 400VL ETF
DE
0.09%
COM
MDY
0.09%
UTSER1 S&PDCRP
MO
0.08%
COM
NEE
0.08%
COM
DHR
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
NVDA
0.08%
COM
PPG
0.07%
COM
WM
0.07%
COM
SO
0.07%
COM
D
0.07%
COM
VNQI
0.07%
GLB EX US ETF
IEFA
0.07%
CORE MSCI EAFE
CAT
0.07%
COM
CAH
0.07%
COM
PX
0.07%
COM
ADM
0.07%
COM
BUD
0.07%
SPONSORED ADR
AKAM
0.07%
COM
CSX
0.07%
COM
JNK
0.07%
BRC HGH YLD BD
DIA
0.06%
UT SER 1
ED
0.06%
COM
CSD
0.06%
GUGG SPINOFF ETF
MINT
0.06%
ENHAN SHRT MAT
FPX
0.06%
SHS
XLU
0.06%
SBI INT-UTILS
FDX
0.06%
COM
FEZ
0.06%
EURO STOXX 50
CSL
0.06%
COM
IWW
0.06%
RUS 3000 VAL ETF
SEE
0.05%
COM
IWS
0.05%
RUS MDCP VAL ETF
TGT
0.05%
COM
WDAY
0.05%
CL A
JPUS
0.05%
F JPMORGAN DIVER
PM
0.05%
COM
IGF
0.05%
GLB INFRASTR ETF
QQQ
0.05%
UNIT SER 1
FLRN
0.05%
INV GRD FLT RT
WMT
0.05%
COM
TRV
0.05%
COM
MTN
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
PSA
0.05%
COM
ORCL
0.05%
COM
LUV
0.05%
COM
UPS
0.05%
CL B
HDV
0.05%
HIGH DIVIDND ETF
DUK
0.04%
COM NEW
RLI
0.04%
COM
SPYX
0.04%
SP500 FOSL ETF
HAL
0.04%
COM
SIVB
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
LBRDK
0.04%
COM SER C
LNG
0.04%
COM NEW
TSLA
0.04%
COM
BR
0.04%
COM
VB
0.04%
SMALL CP ETF
AXP
0.04%
COM
QEFA
0.04%
EAFE QUAL MIX
USB
0.04%
COM NEW
KMB
0.04%
COM
FLOT
0.04%
FLTG RATE BD ETF
SPHD
0.04%
PWRSH S&P500HI
VTV
0.04%
VALUE ETF
IJR
0.04%
CORE S&P SCP ETF
DNKN
0.04%
COM
ETHO
0.04%
ETHO CLIMATE LEA
VOO
0.04%
SHS
NUMG
0.04%
ESG MID CAP
CRM
0.04%
COM
VTI
0.03%
TOTAL STK MKT
IR
0.03%
SHS
VBR
0.03%
SM CP VAL ETF
IVOO
0.03%
MIDCP 400 IDX
ESGS
0.03%
SUSTANABLE US
K
0.03%
COM
COP
0.03%
COM
IJK
0.03%
S&P MC 400GR ETF
NUE
0.03%
COM
BIV
0.03%
INTERMED TERM
RGS
0.03%
COM
BKD
0.02%
COM
OCSL
0.01%
COM
STRATEGI...
< 0.01%
COM
DNIB UNW...
< 0.01%
COM
DLPH
0.17%
SHS
PRTK
0.04%
COM
SRCL
0.03%
COM
SIGA
0.01%
COM
TNDM
< 0.01%
COM