Appleton Partners Inc/Ma Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the world of investment, tracking changes in fund holdings is crucial. 13F filings provide valuable insights into the buying and selling activities of institutional investors. In this article, we will examine the Q2 2023 and Q3 2023 13F holdings of Appleton Partners Inc/Ma and analyze the notable changes in their portfolio.

Appleton Partners Inc/Ma Q2 2023 vs. Q3 2023: A Comparison of 13F Holdings

Appleton Partners Inc/Ma is an investment firm based in Massachusetts. Their 13F filings reveal the company's holdings and shed light on their investment strategy. Let's dive into the comparison between their Q2 2023 and Q3 2023 13F holdings.

1. Apple Inc (AAPL):

- Q2 2023: 456,218 shares

- Q3 2023: 445,476 shares

- Change: -2.35%

Apple Inc, a technology giant, witnessed a slight decrease in Appleton Partners Inc/Ma's holdings. This change may indicate a realignment of their investment strategy or profit-taking.

2. JPMorgan Ultra-Short Income ETF (JPST):

- Q2 2023: 1,090,716 shares

- Q3 2023: 974,980 shares

- Change: -10.64%

Appleton Partners Inc/Ma significantly reduced their holdings in JPMorgan Ultra-Short Income ETF. This move might suggest a shift towards other investment opportunities with potentially higher returns or a reevaluation of the risk-reward profile.

3. Microsoft Corp (MSFT):

- Q2 2023: 134,694 shares

- Q3 2023: 135,220 shares

- Change: 0.39%

The holdings of Microsoft Corp remained relatively stable in the portfolio of Appleton Partners Inc/Ma. This stability reflects their confidence in the company's performance and growth prospects.

4. Goldman Sachs ActiveBeta U.S. (GSLC):

- Q2 2023: 463,175 shares

- Q3 2023: 463,441 shares

- Change: 0.06%

Appleton Partners Inc/Ma maintained almost the same level of holdings in Goldman Sachs ActiveBeta U.S. This suggests a long-term investment strategy focused on capturing the broad market movement.

5. Schwab US Large-Cap ETF (SCHX):

- Q2 2023: 623,653 shares

- Q3 2023: 626,835 shares

- Change: 0.51%

Schwab US Large-Cap ETF experienced a marginal increase in holdings by Appleton Partners Inc/Ma. This indicates their belief in the potential of large-cap companies to deliver consistent returns over time.

Analyzing the Changes:

From the comparison above, it is evident that Appleton Partners Inc/Ma made some strategic adjustments to their portfolio between Q2 2023 and Q3 2023. While some holdings saw minor changes, others experienced more significant shifts. These changes may be driven by a variety of factors, including market conditions, sector outlook, and specific company performance.

The reduction in holdings of JPMorgan Ultra-Short Income ETF suggests a potential repositioning of Appleton Partners Inc/Ma towards alternative income-generating assets, such as bonds or dividend-paying stocks. This move could be aimed at seeking higher returns in a low-interest-rate environment.

Maintaining a stable position in Microsoft Corp and Goldman Sachs ActiveBeta U.S indicates Appleton Partners Inc/Ma's confidence in the long-term growth prospects of these companies. It suggests that they view these holdings as solid investments capable of weathering market turbulence.

Additionally, the slight increase in holdings of Schwab US Large-Cap ETF indicates a continued focus on large-cap stocks. Appleton Partners Inc/Ma might believe that these established companies can provide stability and growth potential, even in uncertain economic times.

Conclusion:

Tracking the holdings of institutional investors through 13F filings provides valuable insights into their investment strategies. Appleton Partners Inc/Ma's Q2 2023 and Q3 2023 13F holdings comparison offers a glimpse into their decision-making process and portfolio adjustments.

While some holdings experienced minor fluctuations, others saw more substantial changes, indicating a dynamic approach to investment management. By analyzing these holdings, investors can gain valuable insights and make informed decisions based on the actions of reputable institutional investors like Appleton Partners Inc/Ma.

Disclaimer: The information provided in this article is solely for informational purposes and should not be construed as financial advice. Always conduct thorough research and consult with a qualified financial advisor before making any investment decisions.