APPLETON PARTNERS INC/MA - Portfolio overview

APPLETON PARTNERS INC/MA has 276 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC COM, 5.96%
2. GSLC - GOLDMAN SACHS ETF TR ACTIVEBET, 3.67%
3. SCHX - SCHWAB STRATEGIC TR US LRG CAP, 3.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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