Appleton-Partners-Incma

Filing Details

13F-HR2025-03-31
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% identified
198 identified45 unidentified

Holdings

243 positions
Manager:
Search and click to pin securities to the top
Page 8 of 13
78464A763
Shares:6.1K
Value:$826.0K
SPDR GOLD TRUST
Shares:2.9K
Value:$825.0K
Chubb Ltd
Shares:2.7K
Value:$803.0K
BERKSHIRE HATHAWAY INC
Shares:1
Value:$798.0K
WELLS FARGO & COMPANY/MN
Shares:11.1K
Value:$797.0K
464287234
Shares:18.1K
Value:$793.0K
UNION PACIFIC CORP
Shares:3.3K
Value:$791.0K
808524771
Shares:33.3K
Value:$785.0K
Mondelez International, Inc.
Shares:11.2K
Value:$762.0K
ORACLE CORP
Shares:5.5K
Value:$762.0K
Merck & Co., Inc.
Shares:8.4K
Value:$753.0K
LOWES COMPANIES INC
Shares:3.2K
Value:$739.0K
Accenture plc
Shares:2.3K
Value:$732.0K
464287481
Shares:6.2K
Value:$731.0K
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:3.8K
Value:$693.0K
808524797
Shares:24.4K
Value:$681.0K
921908844
Shares:3.4K
Value:$660.0K
WASTE MANAGEMENT INC
Shares:2.8K
Value:$653.0K
YUM BRANDS INC
Shares:4.1K
Value:$648.0K
Shares:4.4K
Value:$640.0K