Appleton-Partners-Incma
AI_NATIVE detailed information: This accession holds the following tickers:[ "MU", null, "FNDF", "FNDA", "ACN", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", null, "SCHH", "T", "CAT", "AVGO", "LOW", "BSX", null, null, "EOG", "GIS", "HON", "HD", null, "MCD", "INTU", null, null, "UNP", null, null, null, "ITW", "GSIE", "BKNG", "ICE", "MUB", "META", null, "IJH", null, null, "IWS", null, null, "MMC", "MRVL", null, null, "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EQIX", "EVR", "FTV", "GE", null, "ORLY", "ADM", "BX", "HSY", "IJR", "ORCL", "NOC", null, "VHT", null, null, "EEM", "IWF", null, "PANW", "PEP", "IEMG", null, "IVV", "UNH", "AAPL", "SPY", "EFAV", "NVDA", "GS", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "DGX", "FNDX", null, "IEFA", null, null, "SCHX", null, null, "NOW", "SHW", "ROP", "SHEL", "RTX", "GLD", null, null, "AMT", "RSG", null, "IBM", "SYK", "SBUX", "TEL", "CI", "TXN", "TMO", "TJX", "TRV", "VO", "SAMG", "VV", "MNST", "ACWV", "VWO", "VSS", null, "VIG", "IWO", "XLB", "IWN", "VYM", null, "DD", "VRTX", "TT", "VRSK", "RLI", "ADSK", "AFL", "APH", "SDY", "DRI", "WAB", "WSO", "F", "WEC", "AJG", "WM", "IWP", "IWR", "WCN", "GSLC", "AMZN", "SCHB", null, null, "IVE", "ESGD", null, null, null, "VEU", "VGT", "ESGV", "VUG", "VLO", "VEA", "VBR", "VB", "VOO", "VTV", "VRSN", "V", "WMT", "WFC", "WELL", "YUMC", "YUM", null, "SCHD", "DVY", "SCHG", null, "SCHF", "SCHA", "NXPI", "SO", null, "ROL", "CRM", "SYY", "DIA", null, null, null, "GEV", "NUE", "ADP", "BAC", "BRK-A", "BRK-B", "BDX", "BA", "BR", "CVX", "CB", "CMG", "CHD", "CTAS", "CSCO", "CME", "KO", "CMCSA", "CL", "COST", "GLW", "CRH", "CSX", "CW", "DHR", "DE", "DFS", "RSP", "EFA", "VMC", "NKE", "QQQ", null, "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "XLK", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-22
- Total Holdings
- 243
- Total Value
- 1294021
- Accession Number
- 0000950123-25-003620
- Form Type
- 13F-HR
- Manager Name
- Appleton-Partners-Incma
Data Enrichment
81% identified198 identified45 unidentified
Holdings
243 positions
Manager:
Search and click to pin securities to the top
Page 8 of 13
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.1K | All Managers (Combined) | $826.0K | QoQ +22.37% (+$0)YoY +11.62% (+$0) | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 2.9K | QoQ +2.79% (+78) | All Managers (Combined) | $825.0K | QoQ +22.22% (+$0)YoY +18.70% (-$0) |
2.7K | All Managers (Combined) | $803.0K | |||
1 | All Managers (Combined) | $798.0K | QoQ +17.18% (+$0)YoY +25.86% (+$0) | ||
11.1K | All Managers (Combined) | $797.0K | QoQ +27.92% (+$0)YoY +37.17% (+$0) | ||
18.1K | All Managers (Combined) | $793.0K | QoQ -1.97% (-$0)YoY +1.66% (-$0) | ||
3.3K | All Managers (Combined) | $791.0K | QoQ -6.16% (-$0)YoY -16.99% (-$0) | ||
33.3K | All Managers (Combined) | $785.0K | QoQ -18.65% (-$0)YoY -24.51% (-$0) | ||
11.2K | All Managers (Combined) | $762.0K | QoQ +4.81% (-$0)YoY -42.83% (-$1) | ||
ORACLE CORP(ORCLcusip68389X105) | 5.5K | All Managers (Combined) | $762.0K | QoQ -22.79% (-$0)YoY -10.35% (-$0) | |
8.4K | All Managers (Combined) | $753.0K | |||
3.2K | QoQ -1.85% (-60) | All Managers (Combined) | $739.0K | QoQ -7.16% (-$0)YoY -30.34% (-$0) | |
Accenture plc(ACNcusipG1151C101) | 2.3K | All Managers (Combined) | $732.0K | QoQ -39.25% (-$0)YoY -83.92% (-$4) | |
6.2K | QoQ 0.00% (-0)YoY +3.31% (+200) | All Managers (Combined) | $731.0K | QoQ -7.35% (-$0)YoY +6.25% (+$0) | |
3.8K | QoQ -0.83% (-32)YoY -7.74% (-321) | All Managers (Combined) | $693.0K | QoQ -5.19% (-$0)YoY +14.73% (-$0) | |
24.4K | All Managers (Combined) | $681.0K | QoQ +1.18% (-$0)YoY -5.41% (-$0) | ||
3.4K | All Managers (Combined) | $660.0K | QoQ +14.18% (+$0)YoY -9.83% (-$0) | ||
2.8K | QoQ -2.08% (-60)YoY -3.75% (-110) | All Managers (Combined) | $653.0K | QoQ +12.19% (-$0)YoY +4.48% (-$0) | |
YUM BRANDS INC(YUMcusip988498101) | 4.1K | All Managers (Combined) | $648.0K | QoQ -8.73% (-$0)YoY -29.79% (-$0) | |
4.4K | All Managers (Combined) | $640.0K |