Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | 10-03-2023 | 09-30-2023 | 289 | 1,125,107,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | CS | 1 | $76,270,000 | 445,476 | 6.78 | 7.47 | -10,742 | -2.35 | 09-30-2023 |
| JPMORGAN ULTRA-SHORT INCOME ET | ETF | 2 | $48,924,000 | 974,980 | 4.35 | 4.62 | -115,736 | -10.61 | 09-30-2023 |
| MICROSOFT CORP | CS | 3 | $42,696,000 | 135,220 | 3.79 | 3.87 | 526 | 0.39 | 09-30-2023 |
| GOLDMAN SACHS ACTIVEBETA U.S. | ETF | 4 | $39,036,000 | 463,441 | 3.47 | 3.41 | 266 | 0.06 | 09-30-2023 |
