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| Name: |
APPLETON PARTNERS INC/MA |
| City: |
SECURITY |
| State: |
ST |
| Zip: |
02109 |
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data |
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| Holdings
Found :
22 |
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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 |
|
ABNB |
Airbnb, Inc. |
125 |
- |
$146.32 |
$1,218,000 |
7,382 |
0.09% |
213,000 |
0 |
0.002 |
N/A |
|
|
NOW |
Servicenow, Inc. |
129 |
- |
$729.79 |
$1,154,000 |
1,514 |
0.09% |
84,000 |
0 |
0.001 |
Information Technolog... |
|
|
DVY |
iShares Dow Select Div |
152 |
- |
$124.24 |
$762,000 |
6,184 |
0.06% |
37,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
CSX |
CSX Corp |
162 |
- |
$34.38 |
$682,000 |
18,409 |
0.05% |
44,000 |
0 |
0.001 |
Railroads |
|
|
BRK.A |
Berkshire Hathaway Inc |
167 |
- |
$622,000.00 |
$634,000 |
1 |
0.05% |
91,000 |
0 |
0 |
Property & Casualty I... |
|
|
MA |
MasterCard Inc A |
182 |
- |
$456.98 |
$515,000 |
1,070 |
0.04% |
59,000 |
0 |
0 |
Business Services |
|
|
SAMG |
Silvercrest Asset Managemen... |
183 |
- |
$15.01 |
$500,000 |
31,650 |
0.04% |
-38,000 |
0 |
0.24 |
N/A |
|
|
RLI |
RLI Corp |
193 |
- |
$148.06 |
$453,000 |
3,050 |
0.04% |
47,000 |
0 |
0.007 |
Property & Casualty I... |
|
|
DRI |
Darden Restaurants Inc |
194 |
- |
$148.25 |
$451,000 |
2,696 |
0.04% |
8,000 |
0 |
0.002 |
Restaurants |
|
|
IWW |
iShares Russell 3000 Value |
212 |
- |
$89.21 |
$368,000 |
4,072 |
0.03% |
25,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IYE |
iShares Tr Enrgy Sector Indx |
219 |
- |
$49.08 |
$328,000 |
6,639 |
0.03% |
35,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
QCLN |
First Trust NASDAQ Clean Ed... |
226 |
- |
$33.98 |
$305,000 |
8,803 |
0.02% |
-66,000 |
0 |
0.056 |
N/A |
|
|
KMB |
Kimberly Clark Corp |
229 |
- |
$136.67 |
$296,000 |
2,289 |
0.02% |
18,000 |
0 |
0.001 |
Paper & Paper Products |
|
|
NVO |
Novo Nordisk A/S (ADR) |
237 |
- |
$128.42 |
$281,000 |
2,192 |
0.02% |
54,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
AME |
Ametek Inc |
239 |
- |
$170.80 |
$274,000 |
1,500 |
0.02% |
27,000 |
0 |
0.001 |
Industrial Electrical... |
|
|
FEZ |
StreetTracks DJ Euro Stoxx50 |
244 |
- |
$53.06 |
$263,000 |
5,000 |
0.02% |
24,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
YUMC |
Yum China Holdings, Inc. |
245 |
- |
$37.84 |
$259,000 |
6,506 |
0.02% |
-17,000 |
0 |
0.002 |
N/A |
|
|
MDB |
Mongodb Inc |
246 |
- |
$353.47 |
$255,000 |
712 |
0.02% |
-36,000 |
0 |
0.001 |
N/A |
|
|
RBGPF |
Reckitt Benckiser Group Plc |
248 |
- |
$58.82 |
$247,000 |
4,318 |
0.02% |
-52,000 |
0 |
0.002 |
N/A |
|
|
PPTY |
Ppty - Us Diversified Real ... |
260 |
- |
$0.00 |
$215,000 |
7,105 |
0.02% |
0 |
0 |
0.079 |
N/A |
|
|
DVDCF |
Davide De Campari |
263 |
- |
$9.20 |
$212,000 |
20,725 |
0.02% |
-16,000 |
0 |
0.002 |
N/A |
|
|
CFTN |
Clifton Mining Co |
270 |
- |
$0.06 |
$1,000 |
25,000 |
0% |
-1,000 |
0 |
0.043 |
N/A |
|
