Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: APPLETON PARTNERS INC/MA
  City: SECURITY
  State: ST
  Zip: 02109
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,288,410,000
  Total Value Change : $48,364,000
  Securities Held Change : -12
   
All Securities Held : 273
  New Positions : 7
  Closed Positions : 18
  Increased Positions : 65
  Unchanged Positions : 24
  Decreased Positions : 177

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CRHCF)1 Year Chart         CRHCF CRH Plc 109 New $83.77 $1,984,000 23,005 0.15% 1,984,000 23,005 0    N/A
   (NTDOY)1 Year Chart         NTDOY Nintendo Co., Ltd. (Japan) 113 New $12.62 $1,640,000 120,690 0.13% 1,640,000 120,690 0.013    Biotechnology
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 123 New $239.01 $1,331,000 5,552 0.1% 1,331,000 5,552 0.004    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 166 New $106.80 $636,000 5,913 0.05% 636,000 5,913 0    Closed - End Fund - E...
   (FNDC)1 Year Chart         FNDC Schwab Fundamental Internat... 227 New $35.63 $305,000 8,600 0.02% 305,000 8,600 0    N/A
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 258 New $36.02 $218,000 6,089 0.02% 218,000 6,089 0.006    Closed - End Fund - E...
   (SPXE)1 Year Chart         SPXE Proshares S&p 500 Ex Energy... 264 New $0.00 $211,000 1,880 0.02% 211,000 1,880 0.021    N/A

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results