Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GSLC, JPST, SCHX, and represent 20.48% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: MU (+$10M), BX (+$5.4M), VRSK, SPHY, XLE, SCHX, IUSB, EQIX, HERO, JEPI.
- Started 9 new stock positions in ESGE, BK, NVO, IUSB, SPHY, Linde Plc/old, PPTY, MU, AMD.
- Reduced shares in these 10 stocks: JPST (-$5.9M), MSFT, AAPL, DHI, JNK, INTU, MA, HD, SHW, AMT.
- Sold out of its positions in Activision Blizzard, CSL, CLX, EA, QAI, KDP, PYPL, NOBL, JNK, VNQ. HAYPF, Intercontinental Htls Grp, Linde.
- Appleton Partners was a net seller of stock by $-743k.
- Appleton Partners has $1.2B in assets under management (AUM), dropping by 10.22%.
- Central Index Key (CIK): 0001055290
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Portfolio Holdings for Appleton Partners
Appleton Partners holds 285 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple CS (AAPL) | 6.7 | $83M | -3% | 429k | 192.53 |
|
| Microsoft Corp CS (MSFT) | 3.8 | $48M | -6% | 126k | 376.04 |
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| Goldman Sachs Activebeta U.s. Etf (GSLC) | 3.5 | $43M | 463k | 93.81 |
|
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| Jpmorgan Ultra-short Income Et Etf (JPST) | 3.5 | $43M | -11% | 858k | 50.23 |
|
| Schwab Us Large-cap Etf Etf (SCHX) | 3.0 | $37M | +5% | 662k | 56.40 |
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| Amazon.com CS (AMZN) | 2.5 | $31M | -3% | 201k | 151.94 |
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| Jpmorgan Chase & Co CS (JPM) | 2.3 | $29M | 170k | 170.10 |
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| Visa CS (V) | 2.2 | $27M | -3% | 105k | 260.35 |
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| Home Depot Inc/the CS (HD) | 2.0 | $25M | -4% | 72k | 346.56 |
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| Alphabet CS (GOOG) | 1.9 | $23M | 165k | 140.93 |
|
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| Broadcom CS (AVGO) | 1.9 | $23M | 21k | 1116.27 |
|
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| Thermo Fisher Scientific CS (TMO) | 1.7 | $22M | 40k | 530.79 |
|
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| Energy Select Sector Spdr Fund CS (XLE) | 1.7 | $21M | +12% | 247k | 83.84 |
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| Unitedhealth Group CS (UNH) | 1.5 | $19M | 35k | 526.49 |
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| Zoetis CS (ZTS) | 1.4 | $17M | -4% | 87k | 197.38 |
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| Intuit CS (INTU) | 1.4 | $17M | -8% | 27k | 625.03 |
|
| Schwab International Equity Et Etf (SCHF) | 1.3 | $16M | 425k | 36.96 |
|
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| Intercontinental Exchange CS (ICE) | 1.2 | $16M | +2% | 121k | 128.43 |
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| Morgan Stanley CS (MS) | 1.2 | $15M | +3% | 158k | 93.25 |
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| Goldman Sachs Activebeta Inter Etf (GSIE) | 1.1 | $14M | 435k | 32.66 |
|
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| Ishares Core Msci Emerging Mar Etf (IEMG) | 1.0 | $12M | +3% | 240k | 50.58 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.0 | $12M | -4% | 25k | 475.31 |
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| Jpmorgan Equity Premium Income Etf (JEPI) | 0.9 | $12M | +10% | 214k | 54.98 |
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| Danaher Corp CS (DHR) | 0.9 | $12M | +6% | 51k | 231.35 |
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| Equinix CS (EQIX) | 0.9 | $12M | +11% | 14k | 805.40 |
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| Arthur J Gallagher & Co CS (AJG) | 0.9 | $12M | +6% | 51k | 224.89 |
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| Merck & Co CS (MRK) | 0.9 | $11M | +6% | 105k | 109.02 |
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| Procter & Gamble Co/the CS (PG) | 0.9 | $11M | 78k | 146.54 |
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| Costco Wholesale Corp CS (COST) | 0.9 | $11M | -4% | 17k | 660.10 |
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| Blackstone CS (BX) | 0.9 | $11M | +95% | 85k | 130.92 |
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| Sherwin-williams Co/the CS (SHW) | 0.9 | $11M | -10% | 36k | 311.90 |
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| Bank Of America Corp CS (BAC) | 0.9 | $11M | +2% | 318k | 33.67 |
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| Pepsico CS (PEP) | 0.9 | $11M | -4% | 63k | 169.84 |
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| Micron Technology CS (MU) | 0.8 | $10M | NEW | 120k | 85.34 |
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| Chipotle Mexican Grill CS (CMG) | 0.8 | $10M | +4% | 4.4k | 2287.02 |
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| Verisk Analytics CS (VRSK) | 0.8 | $10M | +86% | 42k | 238.86 |
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| Schwab Us Small-cap Etf Etf (SCHA) | 0.8 | $9.9M | +9% | 209k | 47.24 |
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| Ishares Biotechnology Etf CS (IBB) | 0.8 | $9.8M | +3% | 72k | 135.86 |
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| Palo Alto Networks CS (PANW) | 0.8 | $9.6M | -4% | 33k | 294.88 |
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| Roper Technologies CS (ROP) | 0.8 | $9.5M | -4% | 18k | 545.19 |
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| Johnson & Johnson CS (JNJ) | 0.8 | $9.5M | 60k | 156.74 |
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| Republic Services CS (RSG) | 0.8 | $9.4M | -4% | 57k | 164.91 |
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| Jpmorgan Ultra-short Municipal Etf (JMST) | 0.7 | $9.2M | -6% | 182k | 50.74 |
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| Stryker Corp CS (SYK) | 0.7 | $8.7M | +6% | 29k | 299.45 |
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| Alphabet CS (GOOGL) | 0.7 | $8.7M | -8% | 62k | 139.70 |
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| Lockheed Martin Corp CS (LMT) | 0.7 | $8.1M | 18k | 453.26 |
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| Walt Disney Co/the CS (DIS) | 0.6 | $8.0M | 89k | 90.29 |
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| Jpmorgan Diversified Return Us Etf (JPME) | 0.6 | $8.0M | +4% | 87k | 91.88 |
|
| Northrop Grumman Corp CS (NOC) | 0.6 | $7.9M | +5% | 17k | 468.12 |
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| Dr Horton CS (DHI) | 0.6 | $7.6M | -24% | 50k | 151.99 |
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| Vulcan Materials CS (VMC) | 0.6 | $7.6M | -3% | 33k | 227.00 |
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| Jpmorgan Diversified Return Us Etf (JPSE) | 0.6 | $7.6M | 172k | 44.06 |
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| Spdr Portfolio Intermediate Te Etf (SPIB) | 0.6 | $7.6M | +4% | 230k | 32.83 |
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| Netflix CS (NFLX) | 0.6 | $7.5M | +15% | 15k | 486.85 |
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| Constellation Brands CS (STZ) | 0.6 | $7.5M | +6% | 31k | 241.75 |
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| Booking Holdings CS (BKNG) | 0.6 | $7.3M | 2.0k | 3547.14 |
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| Starbucks Corp CS (SBUX) | 0.6 | $7.0M | 73k | 96.02 |
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| Canadian Pacific Kansas City L CS (CP) | 0.6 | $7.0M | +6% | 89k | 79.06 |
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| Abbvie CS (ABBV) | 0.5 | $6.8M | -3% | 44k | 154.98 |
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| First Trust Nasdaq Cybersecuri CS (CIBR) | 0.5 | $6.7M | 124k | 53.84 |
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| Monster Beverage Corp CS (MNST) | 0.5 | $6.6M | +7% | 115k | 57.61 |
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| Mcdonald's Corp CS (MCD) | 0.5 | $6.5M | -5% | 22k | 296.51 |
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| Waste Connections CS (WCN) | 0.5 | $6.5M | +11% | 44k | 149.27 |
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| Tjx Cos Inc/the CS (TJX) | 0.5 | $6.5M | 69k | 93.80 |
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| Spdr Bloomberg Investment Grad Etf (FLRN) | 0.5 | $6.3M | 204k | 30.59 |
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| American Tower Corp CS (AMT) | 0.5 | $5.8M | -17% | 27k | 215.88 |
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| Amgen CS (AMGN) | 0.5 | $5.8M | -6% | 20k | 288.01 |
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| Iqvia Holdings CS (IQV) | 0.5 | $5.6M | +12% | 24k | 231.38 |
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| Berkshire Hathaway CS (BRK.B) | 0.4 | $5.6M | -11% | 16k | 356.67 |
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| Ishares Core International Agg Etf (IAGG) | 0.4 | $5.5M | 111k | 49.80 |
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| Spdr Portfolio Aggregate Bond Etf (SPAB) | 0.4 | $5.5M | -17% | 216k | 25.64 |
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| Hershey Co/the CS (HSY) | 0.4 | $5.5M | -6% | 30k | 186.44 |
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| Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) | 0.4 | $5.4M | +4% | 33k | 162.46 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.4 | $5.0M | -5% | 25k | 200.71 |
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| Accenture CS (ACN) | 0.4 | $4.9M | -3% | 14k | 350.88 |
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| Adobe CS (ADBE) | 0.4 | $4.9M | -16% | 8.3k | 596.61 |
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| Global X Video Games & Esports CS (HERO) | 0.4 | $4.5M | +33% | 224k | 20.17 |
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| Exxon Mobil Corp CS (XOM) | 0.4 | $4.5M | -3% | 45k | 99.99 |
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| Constellation Software CS (CNSWF) | 0.3 | $4.1M | +4% | 1.6k | 2484.70 |
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| Watsco CS (WSO) | 0.3 | $3.9M | -14% | 9.2k | 428.46 |
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| Schwab U.s. Reit Etf Etf (SCHH) | 0.3 | $3.9M | +3% | 187k | 20.71 |
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| Medtronic CS (MDT) | 0.3 | $3.8M | -3% | 47k | 82.38 |
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| Global X Us Preferred Etf Etf (PFFD) | 0.3 | $3.8M | +2% | 197k | 19.40 |
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| First Trust North American Ene Etf (EMLP) | 0.3 | $3.8M | 137k | 27.69 |
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| Walmart CS (WMT) | 0.3 | $3.6M | +3% | 23k | 157.66 |
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| Cisco Systems CS (CSCO) | 0.3 | $3.6M | +2% | 71k | 50.53 |
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| Utilities Select Sector Spdr F Etf (XLU) | 0.3 | $3.5M | 55k | 63.33 |
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| Cme Group CS (CME) | 0.3 | $3.3M | -3% | 16k | 210.63 |
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| Etfmg Prime Cyber Security Etf CS | 0.3 | $3.2M | 53k | 60.41 |
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| Eli Lilly & Co CS (LLY) | 0.3 | $3.1M | 5.4k | 582.98 |
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| Goldman Sachs Group Inc/the CS (GS) | 0.2 | $3.0M | -10% | 7.8k | 385.79 |
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| Graniteshares Bloomberg Commod Etf (COMB) | 0.2 | $2.9M | +3% | 147k | 19.43 |
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| Broadridge Financial Solutions CS (BR) | 0.2 | $2.8M | -4% | 14k | 205.75 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.2 | $2.8M | 59k | 47.90 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.2 | $2.8M | +2% | 132k | 21.18 |
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| Meta Platforms CS (META) | 0.2 | $2.6M | -4% | 7.3k | 354.02 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $2.6M | 5.4k | 477.70 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.2 | $2.5M | 11k | 232.66 |
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| Nvidia Corp CS (NVDA) | 0.2 | $2.5M | -7% | 5.1k | 495.27 |
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| Spdr Portfolio High Yield Bond Etf (SPHY) | 0.2 | $2.5M | NEW | 105k | 23.38 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $2.4M | -3% | 32k | 75.34 |
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| Autodesk CS (ADSK) | 0.2 | $2.3M | +8% | 9.4k | 243.48 |
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| Discover Financial Services CS (DFS) | 0.2 | $2.3M | 20k | 112.39 |
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| Welltower CS (WELL) | 0.2 | $2.2M | +2% | 25k | 90.17 |
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| Te Connectivity CS (TEL) | 0.2 | $2.2M | 16k | 140.48 |
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| Spdr S&p Oil & Gas Exploration CS (XOP) | 0.2 | $2.2M | -6% | 16k | 136.93 |
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| Automatic Data Processing CS (ADP) | 0.2 | $2.1M | -2% | 8.9k | 232.95 |
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| Paychex CS (PAYX) | 0.2 | $2.1M | +5% | 17k | 119.13 |
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| Abbott Laboratories CS (ABT) | 0.2 | $2.0M | -2% | 18k | 110.09 |
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| Sysco Corp CS (SYY) | 0.2 | $2.0M | 27k | 73.12 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.2 | $2.0M | 25k | 77.73 |
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| Technology Select Sector Spdr Etf (XLK) | 0.2 | $1.9M | 9.9k | 192.49 |
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| Verisign CS (VRSN) | 0.2 | $1.9M | -10% | 9.1k | 205.96 |
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| Mondelez International CS (MDLZ) | 0.1 | $1.6M | -6% | 23k | 72.43 |
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| Ishares Core Total Usd Bond Ma Etf (IUSB) | 0.1 | $1.5M | NEW | 33k | 46.08 |
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| Cf Industries Holdings CS (CF) | 0.1 | $1.5M | -2% | 19k | 79.51 |
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| Spdr Msci Emerging Markets Str Etf (QEMM) | 0.1 | $1.5M | -15% | 26k | 57.14 |
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| Schwab U.s. Large-cap Growth E Etf (SCHG) | 0.1 | $1.5M | 18k | 82.95 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.1 | $1.4M | 34k | 41.10 |
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| Dow CS (DOW) | 0.1 | $1.4M | 25k | 54.85 |
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| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $1.4M | +2% | 24k | 56.12 |
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| Lowe's Cos CS (LOW) | 0.1 | $1.3M | -6% | 6.0k | 222.50 |
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| Intel Corp CS (INTC) | 0.1 | $1.3M | -4% | 27k | 50.24 |
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| Coca-cola Co/the CS (KO) | 0.1 | $1.3M | 23k | 58.95 |
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| Corning CS (GLW) | 0.1 | $1.3M | -2% | 44k | 30.45 |
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| Westinghouse Air Brake Technol CS (WAB) | 0.1 | $1.3M | -3% | 10k | 126.87 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.1 | $1.2M | 4.9k | 252.31 |
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| Invitation Homes CS (INVH) | 0.1 | $1.2M | +110% | 36k | 34.11 |
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| Vanguard Information Technolog Etf (VGT) | 0.1 | $1.2M | +6% | 2.5k | 483.91 |
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| Texas Instruments CS (TXN) | 0.1 | $1.1M | -8% | 6.6k | 170.54 |
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| Invesco Qqq Trust Series 1 Etf (QQQ) | 0.1 | $1.1M | +2% | 2.7k | 409.65 |
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| Servicenow CS (NOW) | 0.1 | $1.1M | 1.5k | 706.74 |
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| International Business Machine CS (IBM) | 0.1 | $1.1M | -8% | 6.4k | 163.56 |
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| Union Pacific Corp CS (UNP) | 0.1 | $1.0M | -10% | 4.2k | 245.70 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.1 | $1.0M | +9% | 3.4k | 303.24 |
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| Tesla CS (TSLA) | 0.1 | $1.0M | +24% | 4.1k | 248.40 |
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| Airbnb CS (ABNB) | 0.1 | $1.0M | 7.4k | 136.14 |
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| Oracle Corp CS (ORCL) | 0.1 | $977k | -3% | 9.3k | 105.42 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $969k | +9% | 3.5k | 277.09 |
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| Health Care Select Sector Spdr Etf (XLV) | 0.1 | $948k | -9% | 6.9k | 136.44 |
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| Financial Select Sector Spdr F Etf (XLF) | 0.1 | $932k | -3% | 25k | 37.58 |
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| Yum! Brands CS (YUM) | 0.1 | $911k | 7.0k | 130.59 |
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| Colgate-palmolive CS (CL) | 0.1 | $904k | -3% | 11k | 79.69 |
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| Communication Services Select CS (XLC) | 0.1 | $898k | 12k | 72.68 |
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| Consumer Discretionary Select Etf (XLY) | 0.1 | $897k | 5.0k | 178.83 |
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| Chevron Corp CS (CVX) | 0.1 | $862k | 5.8k | 149.24 |
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| Amphenol Corp CS (APH) | 0.1 | $847k | 8.5k | 99.08 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.1 | $840k | -36% | 2.1k | 406.78 |
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| Cintas Corp CS (CTAS) | 0.1 | $830k | +12% | 1.4k | 602.76 |
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| Ishares Msci Emerging Markets Etf (EEM) | 0.1 | $800k | -5% | 20k | 40.20 |
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| Regeneron Pharmaceuticals CS (REGN) | 0.1 | $797k | 907.00 | 878.72 |
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| General Mills CS (GIS) | 0.1 | $797k | -14% | 12k | 65.12 |
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| Ishares Msci Eafe Min Vol Fact Etf (EFAV) | 0.1 | $793k | -11% | 11k | 69.31 |
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| Caterpillar CS (CAT) | 0.1 | $784k | 2.7k | 295.63 |
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| Wells Fargo & Co CS (WFC) | 0.1 | $783k | -5% | 16k | 49.20 |
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| Illinois Tool Works CS (ITW) | 0.1 | $778k | -7% | 3.0k | 261.86 |
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| Eog Resources CS (EOG) | 0.1 | $778k | -2% | 6.4k | 120.88 |
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| Archer-daniels-midland CS (ADM) | 0.1 | $765k | -3% | 11k | 72.19 |
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| Salesforce CS (CRM) | 0.1 | $737k | -2% | 2.8k | 263.31 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $725k | 6.2k | 117.24 |
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| Edwards Lifesciences Corp CS (EW) | 0.1 | $725k | -17% | 9.5k | 76.24 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $719k | 5.8k | 125.04 |
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| Nxp Semiconductors Nv CS (NXPI) | 0.1 | $718k | -10% | 3.1k | 229.76 |
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| Nike CS (NKE) | 0.1 | $716k | 6.6k | 108.63 |
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| Philip Morris International In CS (PM) | 0.1 | $704k | -6% | 7.5k | 94.09 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $677k | 4.0k | 170.53 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $665k | -11% | 3.5k | 191.04 |
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| Workday CS (WDAY) | 0.1 | $661k | -16% | 2.4k | 275.99 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $654k | -7% | 8.6k | 76.13 |
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| Cvs Health Corp CS (CVS) | 0.1 | $650k | -18% | 8.2k | 78.96 |
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| Deere & Co CS (DE) | 0.1 | $644k | -2% | 1.6k | 400.00 |
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| Ishares Russell Mid-cap Growth Etf (IWP) | 0.1 | $640k | 6.1k | 104.47 |
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| Csx Corp CS (CSX) | 0.1 | $638k | 18k | 34.66 |
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| Schwab Fundamental U.s. Large Etf (FNDX) | 0.0 | $594k | 9.6k | 61.99 |
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| Vanguard Total Stock Market Et Etf (VTI) | 0.0 | $590k | +2% | 2.5k | 237.14 |
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| Honeywell International CS (HON) | 0.0 | $560k | -12% | 2.7k | 209.58 |
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| Valero Energy Corp CS (VLO) | 0.0 | $543k | -7% | 4.2k | 129.94 |
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| Berkshire Hathaway CS (BRK.A) | 0.0 | $543k | 1.00 | 543000.00 |
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| Linde Plc/old CS | 0.0 | $543k | NEW | 1.4k | 389.53 |
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| Waste Management CS (WM) | 0.0 | $539k | -7% | 3.0k | 179.19 |
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| Silvercrest Asset Management G CS (SAMG) | 0.0 | $538k | 32k | 17.00 |
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| Ishares Core S&p Small-cap Etf Etf (IJR) | 0.0 | $535k | +5% | 4.9k | 108.15 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $529k | 1.0k | 507.68 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $528k | -4% | 3.4k | 155.39 |
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| Pfizer CS (PFE) | 0.0 | $523k | -14% | 18k | 28.78 |
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| Boeing Co/the CS (BA) | 0.0 | $519k | 2.0k | 260.41 |
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| Vanguard Communication Service Etf (VOX) | 0.0 | $510k | -14% | 4.3k | 117.84 |
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| Rtx Corp CS (RTX) | 0.0 | $497k | 5.9k | 84.07 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $497k | +8% | 7.1k | 70.34 |
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| Comcast Corp CS (CMCSA) | 0.0 | $495k | -2% | 11k | 43.89 |
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| Schwab Fundamental Internation Etf (FNDF) | 0.0 | $493k | 15k | 33.75 |
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| Prudential Financial CS (PRU) | 0.0 | $489k | 4.7k | 103.67 |
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| Ford Motor CS (F) | 0.0 | $487k | -19% | 40k | 12.18 |
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| British American Tobacco CS (BTAFF) | 0.0 | $480k | -28% | 16k | 29.27 |
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| General Electric CS (GE) | 0.0 | $478k | 3.7k | 127.57 |
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| Vanguard Ftse All World Ex-us Etf (VSS) | 0.0 | $478k | 4.2k | 115.13 |
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| Vanguard Small-cap Etf Etf (VB) | 0.0 | $477k | -2% | 2.2k | 213.33 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $463k | +17% | 12k | 39.01 |
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| Mastercard CS (MA) | 0.0 | $456k | -75% | 1.1k | 426.17 |
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| Vanguard Esg Us Stock Etf Etf (ESGV) | 0.0 | $455k | -5% | 5.4k | 85.00 |
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| Darden Restaurants CS (DRI) | 0.0 | $443k | -4% | 2.7k | 164.32 |
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| Travelers Cos Inc/the CS (TRV) | 0.0 | $441k | +8% | 2.3k | 190.58 |
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| Goldman Sachs Just Us Large Ca Etf (JUST) | 0.0 | $436k | -4% | 6.4k | 67.93 |
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| Church & Dwight CS (CHD) | 0.0 | $432k | 4.6k | 94.57 |
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| Chubb CS (CB) | 0.0 | $431k | 1.9k | 226.25 |
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| Invesco Financial Preferred Et Etf (PGF) | 0.0 | $431k | -7% | 30k | 14.59 |
|
| Trane Technologies CS (TT) | 0.0 | $428k | -5% | 1.8k | 244.15 |
|
| Ishares Msci Global Min Vol Fa Etf (ACWV) | 0.0 | $416k | 4.2k | 100.24 |
|
|
| Rli Corp CS (RLI) | 0.0 | $406k | -5% | 3.1k | 133.11 |
|
| Wec Energy Group CS (WEC) | 0.0 | $403k | 4.8k | 84.10 |
|
|
| Southern Co/the CS (SO) | 0.0 | $397k | 5.7k | 70.19 |
|
|
| Ishares Esg Aware Msci Eafe Et Etf (ESGD) | 0.0 | $389k | 5.2k | 75.52 |
|
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $388k | -6% | 5.0k | 78.02 |
|
| Schwab Us Broad Market Etf Etf (SCHB) | 0.0 | $384k | -7% | 6.9k | 55.68 |
|
| Applied Materials CS (AMAT) | 0.0 | $379k | 2.3k | 162.04 |
|
|
| First Trust Nasdaq Clean Edge Etf (QCLN) | 0.0 | $371k | 8.8k | 42.14 |
|
|
| Fortive Corp CS (FTV) | 0.0 | $369k | 5.0k | 73.65 |
|
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $368k | -19% | 843.00 | 436.54 |
|
| Vanguard Small-cap Value Etf Etf (VBR) | 0.0 | $365k | 2.0k | 179.98 |
|
|
| 3M CS (MMM) | 0.0 | $358k | +25% | 3.3k | 109.35 |
|
| Materials Select Sector Spdr F Etf (XLB) | 0.0 | $356k | -13% | 4.2k | 85.60 |
|
| Albemarle Corp CS (ALB) | 0.0 | $354k | -2% | 2.4k | 144.55 |
|
| Schwab Fundamental U.s. Small Etf (FNDA) | 0.0 | $353k | 6.4k | 55.34 |
|
|
| Consumer Staples Select Sector Etf (XLP) | 0.0 | $348k | -23% | 4.8k | 72.03 |
|
| Industrial Select Sector Spdr Etf (XLI) | 0.0 | $347k | -6% | 3.0k | 114.14 |
|
| Ishares Core S&p U.s. Value Et Etf (IUSV) | 0.0 | $343k | +18% | 4.1k | 84.23 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $338k | 4.5k | 75.31 |
|
|
| Air Products And Chemicals CS (APD) | 0.0 | $331k | -15% | 1.2k | 274.01 |
|
| Nucor Corp CS (NUE) | 0.0 | $331k | 1.9k | 174.21 |
|
|
| Verizon Communications CS (VZ) | 0.0 | $330k | 8.7k | 37.75 |
|
|
| Becton Dickinson & Co CS (BDX) | 0.0 | $328k | +16% | 1.3k | 244.23 |
|
| Nextera Energy CS (NEE) | 0.0 | $327k | -10% | 5.4k | 60.74 |
|
| Bristol-myers Squibb CS (BMY) | 0.0 | $326k | -8% | 6.4k | 51.27 |
|
| Spdr Gold Minishares Trust Etf (GLDM) | 0.0 | $321k | 7.8k | 40.94 |
|
|
| Schlumberger Nv CS (SLB) | 0.0 | $317k | 6.1k | 52.02 |
|
|
| Lam Research Corp CS (LRCX) | 0.0 | $317k | 405.00 | 782.72 |
|
|
| At&t CS (T) | 0.0 | $313k | -39% | 19k | 16.76 |
|
| S&p Global CS (SPGI) | 0.0 | $309k | 702.00 | 440.17 |
|
|
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.0 | $308k | 2.0k | 157.79 |
|
|
| Ishares Russell Mid-cap Value Etf (IWS) | 0.0 | $305k | 2.6k | 116.10 |
|
|
| Schwab Emerging Markets Equity Etf (SCHE) | 0.0 | $304k | +12% | 12k | 24.82 |
|
| Sempra CS (SRE) | 0.0 | $302k | -7% | 4.0k | 74.66 |
|
| Reckitt Benckiser Group CS (RBGPF) | 0.0 | $299k | 4.3k | 69.25 |
|
|
| United States Steel Corp CS (X) | 0.0 | $297k | -14% | 6.1k | 48.69 |
|
| Ishares U.s. Energy Etf Etf (IYE) | 0.0 | $293k | 6.6k | 44.13 |
|
|
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $293k | -17% | 4.7k | 62.71 |
|
| T-mobile Us CS (TMUS) | 0.0 | $292k | -61% | 1.8k | 160.35 |
|
| Emerson Electric CS (EMR) | 0.0 | $292k | -4% | 3.0k | 97.50 |
|
| Mongodb CS (MDB) | 0.0 | $291k | 712.00 | 408.71 |
|
|
| Legrand Sa CS (LGRVF) | 0.0 | $290k | 2.8k | 103.09 |
|
|
| Ishares 1-3 Year Treasury Bond Etf (SHY) | 0.0 | $289k | +10% | 3.5k | 82.08 |
|
| Spdr Dow Jones Industrial Aver CS (DIA) | 0.0 | $288k | -9% | 765.00 | 376.47 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $288k | 928.00 | 310.34 |
|
|
| Ishares Core U.s. Aggregate Bo Etf (AGG) | 0.0 | $288k | -25% | 2.9k | 99.31 |
|
| Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $287k | 2.6k | 111.54 |
|
|
| Kimberly-clark Corp CS (KMB) | 0.0 | $278k | -4% | 2.3k | 121.45 |
|
| Yum China Holdings CS (YUMC) | 0.0 | $276k | 6.5k | 42.42 |
|
|
| Marsh & Mclennan Cos CS (MMC) | 0.0 | $276k | -7% | 1.5k | 189.56 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $266k | -9% | 1.8k | 149.44 |
|
| Akamai Technologies CS (AKAM) | 0.0 | $265k | -5% | 2.2k | 118.52 |
|
| Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) | 0.0 | $261k | 3.6k | 73.46 |
|
|
| Ishares Esg Aware Msci Usa Sma Etf (ESML) | 0.0 | $258k | 6.8k | 38.04 |
|
|
| Novartis CS (NVS) | 0.0 | $254k | 2.5k | 101.03 |
|
|
| Vanguard Esg International Sto Etf (VSGX) | 0.0 | $253k | -13% | 4.6k | 55.31 |
|
| Ppg Industries CS (PPG) | 0.0 | $252k | 1.7k | 149.38 |
|
|
| Schwab Short-term U.s. Treasur Etf (SCHO) | 0.0 | $252k | 5.2k | 48.46 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $247k | 1.4k | 173.58 |
|
|
| Ametek CS (AME) | 0.0 | $247k | 1.5k | 164.67 |
|
|
| Advanced Micro Devices CS (AMD) | 0.0 | $246k | NEW | 1.7k | 147.22 |
|
| Spdr Euro Stoxx 50 Etf Etf (FEZ) | 0.0 | $239k | 5.0k | 47.80 |
|
|
| General Dynamics Corp CS (GD) | 0.0 | $238k | 916.00 | 259.83 |
|
|
| Schwab Fundamental Emerging Ma Etf (FNDE) | 0.0 | $236k | 8.7k | 27.08 |
|
|
| Genuine Parts CS (GPC) | 0.0 | $231k | -47% | 1.7k | 138.49 |
|
| Bank Of New York Mellon Corp/t CS (BK) | 0.0 | $230k | NEW | 4.4k | 52.14 |
|
| Davide Campari-milano Nv CS (DVDCF) | 0.0 | $228k | 21k | 11.00 |
|
|
| Duke Energy Corp CS (DUK) | 0.0 | $227k | 2.3k | 97.22 |
|
|
| Novo Nordisk A/s CS (NVO) | 0.0 | $227k | NEW | 2.2k | 103.56 |
|
| Northern Trust Corp CS (NTRS) | 0.0 | $224k | -22% | 2.7k | 84.53 |
|
| Ishares S&p Mid-cap 400 Value Etf (IJJ) | 0.0 | $221k | -3% | 1.9k | 114.09 |
|
| Unilever CS (UNLYF) | 0.0 | $218k | 4.6k | 47.62 |
|
|
| Us Diversified Real Estate Etf Etf (PPTY) | 0.0 | $215k | NEW | 7.1k | 30.26 |
|
| Shell CS (SHEL) | 0.0 | $210k | 3.2k | 65.95 |
|
|
| Ishares Esg Aware Msci Em Etf Etf (ESGE) | 0.0 | $209k | NEW | 6.5k | 32.05 |
|
| Unilever Plc Ord Gbp0.031111 CS | 0.0 | $203k | 3.9k | 52.00 |
|
|
| Clifton Mining CS (CFTN) | 0.0 | $2.0k | -49% | 25k | 0.08 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- Appleton Partners 2023 Q4 filed Jan. 2, 2024
- Appleton Partners 2023 Q3 filed Oct. 3, 2023
- Appleton Partners 2023 Q2 filed July 10, 2023
- Appleton Partners 2023 Q1 filed April 10, 2023
- Appleton Partners 2022 Q4 filed Jan. 19, 2023
- Appleton Partners 2022 Q3 filed Oct. 27, 2022
- Appleton Partners 2022 Q2 filed July 8, 2022
- Appleton Partners 2022 Q1 filed April 5, 2022
- Appleton Partners 2021 Q4 filed Feb. 3, 2022
- Appleton Partners 2021 Q3 filed Oct. 14, 2021
- Appleton Partners 2021 Q2 filed July 7, 2021
- Appleton Partners 2021 Q1 filed April 19, 2021
- Appleton Partners 2020 Q4 filed Jan. 19, 2021
- Appleton Partners 2020 Q3 filed Oct. 14, 2020
- Appleton Partners 2020 Q2 filed Aug. 14, 2020
- Appleton Partners 2020 Q1 filed May 4, 2020