Appleton Partners Inc/Ma Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of finance, keeping track of the changes in holdings of different funds is crucial for investors. The Q3 2023 vs. Q4 2023 13F Holdings Comparison provides valuable insights into the shifting landscape of investments, particularly those managed by Appleton Partners Inc/Ma. In this analysis, we will explore the notable changes in holdings and their potential implications.

1. APPLE INC (AAPL)

Apple Inc, the tech giant known for its innovative products, experienced a slight decrease in holdings between Q3 and Q4 2023. With a decrease of 16,370 shares, the value of Apple Inc's holdings decreased by approximately $6,000. Despite this decrease, Apple Inc remains a significant holding for Appleton Partners Inc/Ma, with over 429,000 shares in their portfolio.

2. MICROSOFT CORP (MSFT)

Microsoft Corp, another tech heavyweight, also saw a reduction in holdings during this period. The number of shares held by Appleton Partners Inc/Ma decreased by 8,779, resulting in a decrease in value by $5,000. However, Microsoft Corp continues to be a prominent player in their portfolio, with over 126,000 shares.

3. GOLDMAN SACHS ACTIVEBETA U.S. (GSLC)

Goldman Sachs ActiveBeta U.S., a popular ETF focusing on the U.S. market, experienced minimal changes in holdings. While there was a slight decrease of 610 shares, the value of the holdings increased by $4,000. This indicates a positive perception of the U.S. market by Appleton Partners Inc/Ma.

4. JPMORGAN ULTRA-SHORT INCOME ET (JPST)

JP Morgan Ultra-Short Income ETF witnessed a significant decrease in holdings, with Appleton Partners Inc/Ma reducing their shares by 116,659. This decrease translated to a decrease of $5,000 in value. The reduced interest in this ETF aligns with changing market conditions and the fund's performance.

5. SCHWAB US LARGE-CAP ETF (SCHX)

Schwab US Large-Cap ETF, which focuses on large-cap U.S. stocks, experienced an increase in holdings between Q3 and Q4 2023. Appleton Partners Inc/Ma added 35,007 shares to their portfolio, resulting in an increase in value by $6,000. This signifies a bullish outlook on large-cap U.S. stocks within their investment strategy.

These are just a few highlights from the Q3 2023 vs. Q4 2023 13F Holdings Comparison for Appleton Partners Inc/Ma. It is essential to consider that these changes in holdings reflect the fund's investment decisions and may be influenced by various factors such as market trends, performance, and overall investment strategy.

Investors use such information to gain insights into the fund's positioning and make informed decisions regarding their own investment strategies. Understanding these changes in fund holdings provides a glimpse into the evolving landscape of investments and offers valuable data for investors to consider.

Note: The information provided in this article is based on the Q3 2023 vs. Q4 2023 13F Holdings Comparison for Appleton Partners Inc/Ma and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.