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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO INTERMEDIATE TE | ETF | 51 | $6,899,000 | 219,353 | 0.61 | 0.55 | 14,857 | 7.27 | 09-30-2023 |
| ABBVIE INC | CS | 52 | $6,738,000 | 45,205 | 0.60 | 0.53 | -1,011 | -2.19 | 09-30-2023 |
| JPMORGAN DIVERSIFIED RETURN US | ETF | 53 | $6,688,000 | 170,211 | 0.59 | 0.58 | 1,520 | 0.90 | 09-30-2023 |
| STARBUCKS CORP | CS | 54 | $6,662,000 | 72,997 | 0.59 | 0.44 | 20,870 | 40.04 | 09-30-2023 |
