Appleton Partners Inc/Ma - Q42025 Holdings

Appleton Partners Inc/Ma holds 263 stocks with a total portfolio value of $ 1.52M as of Q42025. In Q42025, Appleton Partners Inc/Ma added 14 new positions, increased stakes in 82 stocks, reduced 132 holdings, and fully exited 7 positions. The largest holding is Apple Inc Com (AAPL), representing 6.12% of the total portfolio.