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  Name: APPLETON PARTNERS INC/MA
  City: SECURITY
  State: ST
  Zip: 02109
   
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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

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Holdings Found : 18     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 288 Closed $178.10 $0 0 0% -897,000 -5,016 0    Closed - End Fund - E...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 275 Closed $44.94 $0 0 0% -326,000 -6,358 0    Drug Manufacturers - ...
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 281 Closed $47.92 $0 0 0% -252,000 -5,200 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 287 Closed $81.28 $0 0 0% -289,000 -3,521 0    Closed - End Fund - E...
   (PPG)1 Year Chart         PPG PPG Industries Inc 274 Closed $135.33 $0 0 0% -252,000 -1,687 0    Conglomerates
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF 280 Closed $33.44 $0 0 0% -209,000 -6,522 0    N/A
   (PRU)1 Year Chart         PRU Prudential Financial Inc 286 Closed $118.83 $0 0 0% -489,000 -4,717 0    Life & Health Insurance
   (GPC)1 Year Chart         GPC Genuine Parts Co 273 Closed $155.27 $0 0 0% -231,000 -1,668 0    Auto Parts Wholesale
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 279 Closed $143.59 $0 0 0% -948,000 -6,948 0    Closed - End Fund - E...
   (GD)1 Year Chart         GD General Dynamics Corp 285 Closed $296.44 $0 0 0% -238,000 -916 0    Aerospace/Defense - M...
   (LGRVF)1 Year Chart         LGRVF Legrand SA 272 Closed $106.50 $0 0 0% -290,000 -2,813 0    N/A
   (DUK)1 Year Chart         DUK Duke Energy Corp 278 Closed $102.67 $0 0 0% -227,000 -2,335 0    Electric Utilities
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 284 Closed $0.00 $0 0 0% -258,000 -6,783 0    N/A
   (SHEL)1 Year Chart         SHEL Shell plc 271 Closed $74.09 $0 0 0% -210,000 -3,184 0    Integrated Oil & Gas
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 277 Closed $973.80 $0 0 0% -797,000 -907 0    Biotechnology
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 283 Closed $58.44 $0 0 0% -230,000 -4,411 0    Domestic Money Center...
   (SRE)1 Year Chart         SRE Sempra Energy 276 Closed $71.98 $0 0 0% -302,000 -4,045 0    Electric Utilities
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 282 Closed $125.68 $0 0 0% -347,000 -3,040 0    Closed - End Fund - E...
      18 Records Found
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