Appleton Partners Inc

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Assets, Funds, Holdings

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Appleton Partners Inc
CRD #110049
SEC #801-29384
CIK #0001055290
AUM $12.7 BB (2024-08-15)
Employees 58 (48% Investors, 0% Brokers)
Phone617-338-0700
AddressOne Post Office Square
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
151296302001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
MSFT 1,918.2 0.0
AMZN 1,093.0 0.0
JPM 340.2 0.0
GOOG 1,482.6 0.0
AVGO 201.3 0.0
V 419.3 0.0
HD 277.6 0.0
TMO 209.7 0.0
MU 64.6 0.0
View All
Holdings by Sector ($BB)
151296302013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 310 0.3
(b) Individuals (high net worth individuals) 482 1.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 13 0.1
(i) State or municipal government entities 1 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 0.0
(n) Other 5,344 10.5
Total 7,116 12.7
By Discretionary
Discretionary 7,116 12.7
Non-Discretionary 0 0.0
Total 7,116 12.7
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 12.6
Total 7,116 12.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001055290]
Comparable Firms State AUM ($BB)
Benjamin F Edwards & Company Incorporated
MO 13.2
American Portfolios Advisors Inc
NY 13.1
Independent Advisor Alliance LLC
NC 12.8
Transamerica Retirement Advisors LLC
IA 12.7
Stratos Wealth Partners Ltd
OH 12.5
First Horizon Advisors Inc
TN 12.4
Evercore Wealth Management LLC
NY 12.3
TD Private Client Wealth LLC
NY 12.3
Congress Asset Management Company LLP
MA 12.1
Principal Securities Inc
IA 12.1
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