| Appleton Partners Inc |
| CRD # | 110049 |
| SEC # | 801-29384 |
| CIK # | 0001055290 |
| AUM | $9.1 BB |
| Employees | 47 |
| Phone | 617-338-0700 |
| Address | One Post Office Square 6th Floor
Boston, MA 2109 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
AAPL |
843,560.0 |
24.6 |
|
GSLC |
|
24.1 |
|
SPY |
|
24.0 |
|
JPM |
341,670.0 |
16.9 |
|
HD |
206,070.0 |
16.5 |
|
V |
341,210.0 |
16.3 |
|
AGG |
|
12.0 |
|
FB |
491,090.0 |
11.8 |
|
TMO |
101,470.0 |
10.0 |
|
BAC |
279,520.0 |
9.5 |
|
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[{"dt": "2014-02-13", "sector": "Basic Industries", "value": 0.019825}, {"dt": "2014-02-13", "sector": "Capital Goods", "value": 0.024384}, {"dt": "2014-02-13", "sector": "Consumer Durables", "value": 0.003656}, {"dt": "2014-02-13", "sector": "Consumer Non-Durables", "value": 0.027812}, {"dt": "2014-02-13", "sector": "Consumer Services", "value": 0.050083}, {"dt": "2014-02-13", "sector": "Energy", "value": 0.040476}, {"dt": "2014-02-13", "sector": "Exchange-Traded Fund", "value": 0.006647}, {"dt": "2014-02-13", "sector": "Finance", "value": 0.049369}, {"dt": "2014-02-13", "sector": "Health Care", "value": 0.029831}, {"dt": "2014-02-13", "sector": "Miscellaneous", "value": 0.013954}, {"dt": "2014-02-13", "sector": "n/a", "value": 0}, {"dt": "2014-02-13", "sector": "Public Utilities", "value": 0.011539}, {"dt": "2014-02-13", "sector": "Technology", "value": 0.065891}, {"dt": "2014-02-13", "sector": "Transportation", "value": 0.000914}, {"dt": "2015-02-04", "sector": "Basic Industries", "value": 0.018332}, {"dt": "2015-02-04", "sector": "Capital Goods", "value": 0.031746}, {"dt": "2015-02-04", "sector": "Consumer Durables", "value": 0.000647}, {"dt": "2015-02-04", "sector": "Consumer Non-Durables", "value": 0.025069}, {"dt": "2015-02-04", "sector": "Consumer Services", "value": 0.050518}, {"dt": "2015-02-04", "sector": "Energy", "value": 0.030187}, {"dt": "2015-02-04", "sector": "Exchange-Traded Fund", "value": 0.0147}, {"dt": "2015-02-04", "sector": "Finance", "value": 0.043962}, {"dt": "2015-02-04", "sector": "Health Care", "value": 0.033478}, {"dt": "2015-02-04", "sector": "Miscellaneous", "value": 0.028231}, {"dt": "2015-02-04", "sector": "n/a", "value": 0.000207}, {"dt": "2015-02-04", "sector": "Public Utilities", "value": 0.011175}, {"dt": "2015-02-04", "sector": "Technology", "value": 0.058422}, {"dt": "2015-02-04", "sector": "Transportation", "value": 0.00664}, {"dt": "2016-01-22", "sector": "Basic Industries", "value": 0.015153}, {"dt": "2016-01-22", "sector": "Capital Goods", "value": 0.040828}, {"dt": "2016-01-22", "sector": "Consumer Durables", "value": 0.001}, {"dt": "2016-01-22", "sector": "Consumer Non-Durables", "value": 0.03767}, {"dt": "2016-01-22", "sector": "Consumer Services", "value": 0.073747}, {"dt": "2016-01-22", "sector": "Energy", "value": 0.025653}, {"dt": "2016-01-22", "sector": "Exchange-Traded Fund", "value": 0.010821}, {"dt": "2016-01-22", "sector": "Finance", "value": 0.064026}, {"dt": "2016-01-22", "sector": "Health Care", "value": 0.055887}, {"dt": "2016-01-22", "sector": "Miscellaneous", "value": 0.032415}, {"dt": "2016-01-22", "sector": "n/a", "value": 0}, {"dt": "2016-01-22", "sector": "Public Utilities", "value": 0.012452}, {"dt": "2016-01-22", "sector": "Technology", "value": 0.073587}, {"dt": "2016-01-22", "sector": "Transportation", "value": 0.005055}, {"dt": "2017-02-13", "sector": "Basic Industries", "value": 0.015689}, {"dt": "2017-02-13", "sector": "Capital Goods", "value": 0.037154}, {"dt": "2017-02-13", "sector": "Consumer Durables", "value": 0.000688}, {"dt": "2017-02-13", "sector": "Consumer Non-Durables", "value": 0.037235}, {"dt": "2017-02-13", "sector": "Consumer Services", "value": 0.074285}, {"dt": "2017-02-13", "sector": "Energy", "value": 0.024736}, {"dt": "2017-02-13", "sector": "Exchange-Traded Fund", "value": 0.008571}, {"dt": "2017-02-13", "sector": "Finance", "value": 0.061019}, {"dt": "2017-02-13", "sector": "Health Care", "value": 0.061384}, {"dt": "2017-02-13", "sector": "Miscellaneous", "value": 0.028373}, {"dt": "2017-02-13", "sector": "n/a", "value": 0}, {"dt": "2017-02-13", "sector": "Public Utilities", "value": 0.013818}, {"dt": "2017-02-13", "sector": "Technology", "value": 0.0744}, {"dt": "2017-02-13", "sector": "Transportation", "value": 0.003037}, {"dt": "2018-01-12", "sector": "Basic Industries", "value": 0.022005}, {"dt": "2018-01-12", "sector": "Capital Goods", "value": 0.043528}, {"dt": "2018-01-12", "sector": "Consumer Durables", "value": 0.000935}, {"dt": "2018-01-12", "sector": "Consumer Non-Durables", "value": 0.035896}, {"dt": "2018-01-12", "sector": "Consumer Services", "value": 0.077837}, {"dt": "2018-01-12", "sector": "Energy", "value": 0.016206}, {"dt": "2018-01-12", "sector": "Exchange-Traded Fund", "value": 0.164857}, {"dt": "2018-01-12", "sector": "Finance", "value": 0.067043}, {"dt": "2018-01-12", "sector": "Health Care", "value": 0.057766}, {"dt": "2018-01-12", "sector": "Miscellaneous", "value": 0.027903}, {"dt": "2018-01-12", "sector": "n/a", "value": 8.6e-05}, {"dt": "2018-01-12", "sector": "Public Utilities", "value": 0.015034}, {"dt": "2018-01-12", "sector": "Technology", "value": 0.090405}, {"dt": "2018-01-12", "sector": "Transportation", "value": 0.00344}]
[{"x": "2012", "y": 4.031875694}, {"x": "2013", "y": 4.891001015}, {"x": "2014", "y": 5.3939}, {"x": "2015", "y": 6.063342377}, {"x": "2016", "y": 6.569913263}, {"x": "2017", "y": 7.257076776}, {"x": "2018", "y": 8.279729129}, {"x": "2019", "y": 9.144218642}]