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| Appleton Partners Inc
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| |
|---|---|
| CRD # | 110049 |
| SEC # | 801-29384 |
| CIK # | 0001055290 |
| AUM | $12.7 BB (2024-08-15) |
| Employees | 58 (48% Investors, 0% Brokers) |
| Phone | 617-338-0700 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001055290 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Apple Inc | 2,382.8 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| VISA Inc | 419.3 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.0 | |
| Micron Technology Inc | 64.6 | 0.0 | |
| UnitedHealth Group Inc | 477.0 | 0.0 | |
| Intuit Inc | 109.0 | 0.0 | |
| Zoetis Inc | 80.1 | 0.0 | |
| Morgan Stanley | 136.7 | 0.0 | |
| Intercontinentalexchange Group Inc | 54.0 | 0.0 | |
| Netflix Inc | 79.8 | 0.0 | |
| Chipotle Mexican Grill Inc | 36.0 | 0.0 | |
| Gallagher Arthur J & Co | 34.3 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Danaher Corp /DE/ | 183.1 | 0.0 | |
| Roper Industries Inc | 41.5 | 0.0 | |
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| 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 |