Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GSLC, SCHX, AVGO, and represent 19.83% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: CDNS (+$13M), KTOS (+$13M), LLY (+$10M), FPE, HLI, NKE, INTU, JPST, MAA, META.
- Started 11 new stock positions in CDNS, MAA, MDB, KTOS, HLI, IWD, URI, VOX, SCHV, NVT. DON.
- Reduced shares in these 10 stocks: MRVL (-$11M), NOC (-$9.7M), ZTS (-$9.5M), TMO (-$9.3M), LMT, AVGO, GOOG, PFFD, GEV, UNH.
- Sold out of its positions in BSX, PRF, MMC, XLB, Spartannash, NXPI.
- Appleton Partners was a net seller of stock by $-11M.
- Appleton Partners has $1.5B in assets under management (AUM), dropping by 5.44%.
- Central Index Key (CIK): 0001055290
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Portfolio Holdings for Appleton Partners
Appleton Partners holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple CS (AAPL) | 5.9 | $89M | 348k | 254.63 |
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| Microsoft Corp CS (MSFT) | 4.1 | $61M | 117k | 517.95 |
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| Goldman Sachs Activebeta U.s. Etf (GSLC) | 3.8 | $56M | 430k | 130.28 |
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| Schwab Us Large-cap Etf Etf (SCHX) | 3.3 | $49M | 1.9M | 26.34 |
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| Broadcom CS (AVGO) | 2.8 | $41M | -7% | 125k | 329.91 |
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| Jpmorgan Chase & Co CS (JPM) | 2.7 | $41M | 128k | 315.43 |
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| Amazon.com CS (AMZN) | 2.7 | $40M | 181k | 219.57 |
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| Alphabet CS (GOOG) | 2.3 | $35M | -7% | 144k | 243.55 |
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| Visa CS (V) | 1.8 | $27M | -5% | 80k | 341.38 |
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| Ge Vernova CS (GEV) | 1.8 | $27M | -8% | 44k | 614.89 |
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| Home Depot Inc/the CS (HD) | 1.8 | $26M | 65k | 405.18 |
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| Meta Platforms CS (META) | 1.7 | $25M | +3% | 34k | 734.38 |
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| Jpmorgan Ultra-short Income Et Etf (JPST) | 1.6 | $25M | +4% | 483k | 50.73 |
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| Morgan Stanley CS (MS) | 1.6 | $24M | 153k | 158.96 |
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| Energy Select Sector Spdr Fund CS (XLE) | 1.6 | $24M | 270k | 89.34 |
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| Micron Technology CS (MU) | 1.5 | $22M | -5% | 131k | 167.32 |
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| Schwab International Equity Et Etf (SCHF) | 1.4 | $20M | 864k | 23.28 |
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| Netflix CS (NFLX) | 1.4 | $20M | 17k | 1198.92 |
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| Goldman Sachs Activebeta Inter Etf (GSIE) | 1.2 | $18M | 441k | 41.11 |
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| Ishares Core Msci Emerging Mar Etf (IEMG) | 1.2 | $18M | 269k | 65.92 |
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| Berkshire Hathaway CS (BRK.B) | 1.1 | $17M | +3% | 34k | 502.74 |
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| Blackstone CS (BX) | 1.1 | $17M | 98k | 170.85 |
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| Intercontinental Exchange CS (ICE) | 1.1 | $17M | +2% | 99k | 168.48 |
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| Nvidia Corp CS (NVDA) | 1.1 | $17M | +3% | 89k | 186.58 |
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| Intuit CS (INTU) | 1.1 | $16M | +7% | 24k | 682.93 |
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| Welltower CS (WELL) | 1.1 | $16M | 90k | 178.14 |
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| Unitedhealth Group CS (UNH) | 1.1 | $16M | -9% | 46k | 345.31 |
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| Arthur J Gallagher & Co CS (AJG) | 1.0 | $15M | 49k | 309.74 |
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| Jpmorgan Equity Premium Income Etf (JEPI) | 1.0 | $15M | 262k | 57.10 |
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| Eli Lilly & Co CS (LLY) | 0.9 | $14M | +293% | 18k | 763.02 |
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| Spdr Bloomberg Investment Grad Etf (FLRN) | 0.9 | $14M | 446k | 30.86 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.9 | $14M | -2% | 21k | 666.17 |
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| Cadence Design Systems CS (CDNS) | 0.9 | $13M | NEW | 38k | 351.26 |
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| Kratos Defense & Security Solu CS (KTOS) | 0.8 | $13M | NEW | 137k | 91.37 |
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| Curtiss-wright Corp CS (CW) | 0.8 | $12M | 23k | 542.93 |
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| First Trust Nasdaq Cybersecuri CS (CIBR) | 0.8 | $12M | 163k | 76.01 |
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| Alphabet CS (GOOGL) | 0.8 | $12M | 51k | 243.10 |
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| Schwab Us Small-cap Etf Etf (SCHA) | 0.8 | $12M | 442k | 27.90 |
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| Sherwin-williams Co/the CS (SHW) | 0.8 | $12M | 35k | 346.27 |
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| Booking Holdings CS (BKNG) | 0.8 | $12M | 2.2k | 5399.36 |
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| Roper Technologies CS (ROP) | 0.8 | $11M | 23k | 498.67 |
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| Stryker Corp CS (SYK) | 0.8 | $11M | +2% | 30k | 369.67 |
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| Vulcan Materials CS (VMC) | 0.7 | $11M | 36k | 307.63 |
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| Danaher Corp CS (DHR) | 0.7 | $11M | 56k | 198.27 |
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| Servicenow CS (NOW) | 0.7 | $11M | +4% | 12k | 920.24 |
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| Verisk Analytics CS (VRSK) | 0.7 | $11M | 43k | 251.52 |
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| Ishares Biotechnology Etf CS (IBB) | 0.7 | $11M | 74k | 144.37 |
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| Walt Disney Co/the CS (DIS) | 0.7 | $11M | 92k | 114.50 |
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| Evercore CS (EVR) | 0.7 | $10M | 31k | 337.33 |
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| Spotify Technology Sa CS (SPOT) | 0.7 | $9.8M | +8% | 14k | 697.98 |
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| Republic Services CS (RSG) | 0.7 | $9.8M | 43k | 229.48 |
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| Spdr Portfolio Intermediate Te Etf (SPIB) | 0.7 | $9.8M | +2% | 288k | 33.89 |
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| Jpmorgan Diversified Return Us Etf (JPME) | 0.7 | $9.7M | 90k | 108.44 |
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| Procter & Gamble Co/the CS (PG) | 0.6 | $9.7M | 63k | 153.64 |
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| Costco Wholesale Corp CS (COST) | 0.6 | $9.6M | 10k | 925.64 |
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| Jpmorgan Diversified Return Us Etf (JPSE) | 0.6 | $9.2M | 185k | 49.81 |
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| Waste Connections CS (WCN) | 0.6 | $9.0M | +2% | 51k | 175.80 |
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| Abbvie CS (ABBV) | 0.6 | $8.9M | -3% | 39k | 231.54 |
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| Johnson & Johnson CS (JNJ) | 0.6 | $8.7M | 47k | 185.41 |
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| Monster Beverage Corp CS (MNST) | 0.6 | $8.2M | 122k | 67.31 |
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| Chipotle Mexican Grill CS (CMG) | 0.5 | $8.2M | 209k | 39.19 |
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| Spdr Portfolio Aggregate Bond Etf (SPAB) | 0.5 | $8.2M | +3% | 316k | 25.85 |
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| Autodesk CS (ADSK) | 0.5 | $7.8M | 25k | 317.66 |
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| Palo Alto Networks CS (PANW) | 0.5 | $7.7M | 38k | 203.62 |
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| Thermo Fisher Scientific CS (TMO) | 0.5 | $7.4M | -55% | 15k | 485.05 |
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| Constellation Software CS (CNSWF) | 0.5 | $7.1M | +5% | 2.6k | 2717.13 |
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| Tjx Cos Inc/the CS (TJX) | 0.5 | $6.9M | 48k | 144.54 |
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| Pepsico CS (PEP) | 0.4 | $6.7M | 48k | 140.45 |
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| Ishares Core International Agg Etf (IAGG) | 0.4 | $6.7M | +2% | 130k | 51.23 |
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| Walmart CS (WMT) | 0.4 | $6.6M | -2% | 64k | 103.06 |
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| Jpmorgan Ultra-short Municipal Etf (JMST) | 0.4 | $6.0M | +4% | 118k | 51.04 |
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| Utilities Select Sector Spdr F CS (XLU) | 0.4 | $5.7M | +12% | 66k | 87.21 |
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| Mcdonald's Corp CS (MCD) | 0.4 | $5.3M | 18k | 303.87 |
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| First Trust North American Ene Etf (EMLP) | 0.3 | $4.9M | 128k | 38.29 |
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| Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) | 0.3 | $4.8M | -5% | 40k | 122.30 |
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| Schwab U.s. Reit Etf Etf (SCHH) | 0.3 | $4.6M | +2% | 213k | 21.57 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $4.5M | 19k | 241.96 |
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| Cme Group CS (CME) | 0.3 | $4.4M | +2% | 16k | 270.16 |
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| Hershey Co/the CS (HSY) | 0.3 | $4.3M | 23k | 187.05 |
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| Goldman Sachs Group Inc/the CS (GS) | 0.3 | $4.3M | 5.4k | 796.30 |
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| CRH CS (CRH) | 0.3 | $4.2M | -3% | 35k | 119.91 |
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| American Tower Corp CS (AMT) | 0.3 | $4.2M | 22k | 192.31 |
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| Amplify Cybersecurity Etf CS (HACK) | 0.3 | $4.0M | 47k | 86.80 |
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| Quest Diagnostics CS (DGX) | 0.3 | $3.9M | +5% | 20k | 190.58 |
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| Technology Select Sector Spdr CS (XLK) | 0.3 | $3.8M | +10% | 14k | 281.85 |
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| Graniteshares Bloomberg Commod Etf (COMB) | 0.3 | $3.8M | 173k | 21.80 |
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| Exxon Mobil Corp CS (XOM) | 0.2 | $3.5M | 31k | 112.76 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $3.5M | -3% | 5.2k | 669.29 |
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| Northrop Grumman Corp CS (NOC) | 0.2 | $3.4M | -74% | 5.5k | 609.25 |
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| Te Connectivity CS (TEL) | 0.2 | $3.3M | -6% | 15k | 219.50 |
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| Capital One Financial Corp CS (COF) | 0.2 | $3.3M | -10% | 16k | 212.56 |
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| Rollins CS (ROL) | 0.2 | $3.2M | 55k | 58.75 |
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| Cintas Corp CS (CTAS) | 0.2 | $3.2M | 16k | 205.27 |
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| Lockheed Martin Corp CS (LMT) | 0.2 | $3.2M | -58% | 6.4k | 499.14 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.2 | $3.2M | +3% | 152k | 20.93 |
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| Medtronic CS (MDT) | 0.2 | $3.1M | 33k | 95.25 |
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| Spdr Portfolio High Yield Bond Etf (SPHY) | 0.2 | $3.1M | +2% | 130k | 23.94 |
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| Corning CS (GLW) | 0.2 | $3.0M | -16% | 37k | 82.03 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $2.9M | 32k | 93.37 |
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| First Trust Preferred Securiti Etf (FPE) | 0.2 | $2.9M | +1085% | 161k | 18.24 |
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| Broadridge Financial Solutions CS (BR) | 0.2 | $2.9M | -5% | 12k | 238.17 |
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| Nintendo CS (NTDOY) | 0.2 | $2.7M | 127k | 21.34 |
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| Watsco CS (WSO) | 0.2 | $2.7M | 6.7k | 404.26 |
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| Air Products And Chemicals CS (APD) | 0.2 | $2.7M | 9.9k | 272.75 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.2 | $2.5M | +6% | 42k | 59.93 |
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| Sysco Corp CS (SYY) | 0.2 | $2.4M | 29k | 82.35 |
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| Zoetis CS (ZTS) | 0.2 | $2.4M | -80% | 16k | 146.29 |
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| Automatic Data Processing CS (ADP) | 0.2 | $2.3M | 7.9k | 293.46 |
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| Nike CS (NKE) | 0.2 | $2.3M | +104% | 33k | 69.74 |
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| Houlihan Lokey CS (HLI) | 0.1 | $2.2M | NEW | 11k | 205.35 |
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| Schwab U.s. Large-cap Growth E Etf (SCHG) | 0.1 | $2.2M | -6% | 69k | 31.91 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.1 | $2.2M | 23k | 96.53 |
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| Dupont De Nemours CS (DD) | 0.1 | $2.2M | +7% | 28k | 77.89 |
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| Bank Of America Corp CS (BAC) | 0.1 | $2.1M | 41k | 51.60 |
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| Equinix CS (EQIX) | 0.1 | $2.0M | -2% | 2.6k | 783.11 |
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| Abbott Laboratories CS (ABT) | 0.1 | $1.8M | -2% | 14k | 133.97 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $1.8M | 6.2k | 293.78 |
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| Global X Us Preferred Etf Etf (PFFD) | 0.1 | $1.7M | -60% | 85k | 19.43 |
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| Vanguard Information Technolog Etf (VGT) | 0.1 | $1.6M | 2.1k | 746.54 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.1 | $1.5M | +5% | 3.3k | 468.38 |
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| Amgen CS (AMGN) | 0.1 | $1.5M | -12% | 5.4k | 282.13 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.1 | $1.5M | +5% | 4.6k | 320.11 |
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| Communication Services Select CS (XLC) | 0.1 | $1.5M | +3% | 13k | 118.37 |
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| Amphenol Corp CS (APH) | 0.1 | $1.5M | -4% | 12k | 123.73 |
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| Financial Select Sector Spdr F CS (XLF) | 0.1 | $1.5M | +12% | 27k | 53.88 |
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| Invesco Qqq Trust Series 1 Etf (QQQ) | 0.1 | $1.5M | +4% | 2.4k | 600.33 |
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| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $1.5M | -2% | 20k | 71.39 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.1 | $1.4M | -2% | 27k | 54.19 |
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| Cisco Systems CS (CSCO) | 0.1 | $1.4M | 21k | 68.42 |
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| Vanguard Large-cap Etf Etf (VV) | 0.1 | $1.4M | 4.7k | 307.89 |
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| Oracle Corp CS (ORCL) | 0.1 | $1.4M | +9% | 5.1k | 281.31 |
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| Vanguard Total Stock Market Et Etf (VTI) | 0.1 | $1.3M | 4.1k | 328.11 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $1.3M | +4% | 3.6k | 355.49 |
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| Verisign CS (VRSN) | 0.1 | $1.2M | 4.5k | 279.60 |
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| Adobe CS (ADBE) | 0.1 | $1.2M | 3.5k | 352.79 |
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| Spdr S&p Oil & Gas Exploration CS (XOP) | 0.1 | $1.2M | -4% | 9.1k | 132.16 |
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| General Electric CS (GE) | 0.1 | $1.2M | -5% | 4.0k | 300.83 |
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| Comcast Corp CS (CMCSA) | 0.1 | $1.1M | +3% | 35k | 31.43 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $1.0M | 16k | 65.27 |
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| Ishares Msci Emerging Markets Etf (EEM) | 0.1 | $956k | 18k | 53.42 |
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| Ishares Russell Mid-cap Growth Etf (IWP) | 0.1 | $950k | +7% | 6.7k | 142.39 |
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| Wells Fargo & Co CS (WFC) | 0.1 | $931k | 11k | 83.78 |
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| Coca-cola Co/the CS (KO) | 0.1 | $929k | -9% | 14k | 66.29 |
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| International Business Machine CS (IBM) | 0.1 | $923k | 3.3k | 282.26 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $919k | +28% | 4.3k | 215.73 |
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| Ishares Core Total Usd Bond Ma Etf (IUSB) | 0.1 | $916k | -19% | 20k | 46.69 |
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| Mid-america Apartment Communit CS (MAA) | 0.1 | $915k | NEW | 6.5k | 139.76 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $879k | 6.2k | 142.14 |
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| Spdr Msci Emerging Markets Str Etf (QEMM) | 0.1 | $868k | -2% | 13k | 66.27 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $858k | 1.4k | 595.83 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $837k | +4% | 1.4k | 611.84 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $828k | 5.9k | 139.98 |
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| Caterpillar CS (CAT) | 0.1 | $788k | -2% | 1.7k | 477.00 |
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| Schwab Fundamental U.s. Large Etf (FNDX) | 0.1 | $770k | -6% | 29k | 26.29 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $767k | 11k | 72.76 |
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| Trane Technologies CS (TT) | 0.1 | $754k | 1.8k | 422.17 |
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| Berkshire Hathaway CS (BRK.A) | 0.1 | $754k | 1.00 | 754000.00 |
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| Westinghouse Air Brake Technol CS (WAB) | 0.0 | $744k | 3.7k | 200.43 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.0 | $708k | 1.8k | 391.59 |
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| 3M CS (MMM) | 0.0 | $688k | -4% | 4.4k | 155.27 |
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| Mondelez International CS (MDLZ) | 0.0 | $661k | -2% | 11k | 62.46 |
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| Broadstone Net Lease CS (BNL) | 0.0 | $654k | 37k | 17.88 |
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| Csx Corp CS (CSX) | 0.0 | $647k | 18k | 35.50 |
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| Rtx Corp CS (RTX) | 0.0 | $646k | -7% | 3.9k | 167.23 |
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| Texas Instruments CS (TXN) | 0.0 | $645k | -5% | 3.5k | 183.60 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $639k | -3% | 23k | 27.30 |
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| Union Pacific Corp CS (UNP) | 0.0 | $637k | -8% | 2.7k | 236.19 |
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| Schwab Fundamental Internation Etf (FNDF) | 0.0 | $634k | 15k | 42.97 |
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| Merck & Co CS (MRK) | 0.0 | $630k | -4% | 7.5k | 83.87 |
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| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.0 | $598k | 1.3k | 463.93 |
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| Waste Management CS (WM) | 0.0 | $587k | 2.7k | 220.93 |
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| Intel Corp CS (INTC) | 0.0 | $585k | -2% | 17k | 33.57 |
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| Archer-daniels-midland CS (ADM) | 0.0 | $567k | 9.5k | 59.70 |
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| Ishares Msci Eafe Min Vol Fact Etf (EFAV) | 0.0 | $563k | 6.6k | 84.85 |
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| Chubb CS (CB) | 0.0 | $553k | -25% | 2.0k | 282.14 |
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| Valero Energy Corp CS (VLO) | 0.0 | $552k | 3.2k | 170.16 |
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| Spdr Gold Minishares Trust Etf (GLDM) | 0.0 | $550k | +32% | 7.2k | 76.40 |
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| Yum! Brands CS (YUM) | 0.0 | $545k | -7% | 3.6k | 151.98 |
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| Aflac CS (AFL) | 0.0 | $543k | 4.9k | 111.66 |
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| Vanguard Small-cap Etf Etf (VB) | 0.0 | $543k | 2.1k | 254.09 |
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| Vanguard Ftse All World Ex-us Etf (VSS) | 0.0 | $537k | -13% | 3.8k | 142.63 |
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| At&t CS (T) | 0.0 | $535k | +7% | 19k | 28.25 |
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| Starbucks Corp CS (SBUX) | 0.0 | $529k | +37% | 6.2k | 84.65 |
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| Vanguard Esg Us Stock Etf Etf (ESGV) | 0.0 | $525k | -2% | 4.4k | 118.46 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $520k | +13% | 2.9k | 176.75 |
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| Accenture CS (ACN) | 0.0 | $505k | -4% | 2.0k | 246.82 |
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| Salesforce CS (CRM) | 0.0 | $503k | -9% | 2.1k | 236.93 |
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| Silvercrest Asset Management G CS (SAMG) | 0.0 | $498k | 32k | 15.73 |
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| Ishares Core S&p Small-cap Etf Etf (IJR) | 0.0 | $495k | 4.2k | 118.73 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $486k | -9% | 5.6k | 87.25 |
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| Consumer Staples Select Sector CS (XLP) | 0.0 | $473k | -10% | 6.0k | 78.43 |
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| Travelers Cos Inc/the CS (TRV) | 0.0 | $470k | 1.7k | 279.43 |
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| Verizon Communications CS (VZ) | 0.0 | $464k | +13% | 11k | 43.99 |
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| Cigna Group/the CS (CI) | 0.0 | $459k | +2% | 1.6k | 288.32 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $452k | 2.2k | 206.39 |
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| O'reilly Automotive CS (ORLY) | 0.0 | $441k | 4.1k | 107.69 |
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| Illinois Tool Works CS (ITW) | 0.0 | $440k | -4% | 1.7k | 260.51 |
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| Wec Energy Group CS (WEC) | 0.0 | $436k | 3.8k | 114.56 |
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| Honeywell International CS (HON) | 0.0 | $434k | +2% | 2.1k | 210.37 |
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| Ishares Esg Aware Msci Eafe Et Etf (ESGD) | 0.0 | $432k | +4% | 4.6k | 92.92 |
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| Fidelity Wise Origin Bitcoin F Etf (FBTC) | 0.0 | $431k | +33% | 4.3k | 99.75 |
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| Ishares Msci Global Min Vol Fa Etf (ACWV) | 0.0 | $429k | 3.6k | 120.00 |
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| Deere & Co CS (DE) | 0.0 | $429k | 939.00 | 456.87 |
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| Chevron Corp CS (CVX) | 0.0 | $420k | -2% | 2.7k | 155.21 |
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| Ishares Russell Mid-cap Value Etf (IWS) | 0.0 | $415k | +21% | 3.0k | 139.68 |
|
| Global X Video Games & Esports CS (HERO) | 0.0 | $412k | -15% | 12k | 33.89 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $398k | -37% | 830.00 | 479.52 |
|
| Schwab Emerging Markets Equity Etf (SCHE) | 0.0 | $397k | 12k | 33.41 |
|
|
| Schwab Us Broad Market Etf Etf (SCHB) | 0.0 | $395k | 15k | 25.68 |
|
|
| Tesla CS (TSLA) | 0.0 | $389k | +19% | 874.00 | 445.08 |
|
| Ishares Core S&p Total U.s. St Etf (ITOT) | 0.0 | $388k | -3% | 2.7k | 145.81 |
|
| Goldman Sachs Just Us Large Ca Etf (JUST) | 0.0 | $387k | -16% | 4.1k | 93.75 |
|
| Eog Resources CS (EOG) | 0.0 | $378k | 3.4k | 112.20 |
|
|
| Darden Restaurants CS (DRI) | 0.0 | $378k | 2.0k | 190.33 |
|
|
| Schwab Fundamental U.s. Small Etf (FNDA) | 0.0 | $373k | 12k | 31.17 |
|
|
| Ishares U.s. Energy Etf Etf (IYE) | 0.0 | $354k | +13% | 7.4k | 47.59 |
|
| First Trust Nasdaq Clean Edge Etf (QCLN) | 0.0 | $351k | 8.4k | 41.96 |
|
|
| Boeing Co/the CS (BA) | 0.0 | $349k | +3% | 1.6k | 215.83 |
|
| Jpmorgan Nasdaq Equity Premium Etf (JEPQ) | 0.0 | $347k | 6.0k | 57.45 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $337k | -5% | 1.8k | 186.70 |
|
| Colgate-palmolive CS (CL) | 0.0 | $335k | 4.2k | 79.84 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $334k | NEW | 1.6k | 203.78 |
|
| Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $328k | 2.3k | 140.77 |
|
|
| Vanguard Small-cap Value Etf Etf (VBR) | 0.0 | $326k | 1.6k | 208.44 |
|
|
| Church & Dwight CS (CHD) | 0.0 | $322k | 3.7k | 87.69 |
|
|
| Southern Co/the CS (SO) | 0.0 | $320k | 3.4k | 94.81 |
|
|
| Ishares Msci Emerging Markets Etf (EEMV) | 0.0 | $318k | 5.0k | 63.77 |
|
|
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.0 | $292k | 1.5k | 189.61 |
|
|
| Rli Corp CS (RLI) | 0.0 | $291k | -5% | 4.5k | 65.17 |
|
| First Trust Us Equity Opportun Etf (FPX) | 0.0 | $285k | 1.7k | 166.08 |
|
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $283k | -19% | 1.1k | 259.63 |
|
| Ford Motor CS (F) | 0.0 | $275k | -15% | 23k | 11.96 |
|
| Marvell Technology CS (MRVL) | 0.0 | $270k | -97% | 3.2k | 84.22 |
|
| Schwab Fundamental Emerging Ma Etf (FNDE) | 0.0 | $262k | 7.3k | 36.13 |
|
|
| General Mills CS (GIS) | 0.0 | $261k | -17% | 5.2k | 50.38 |
|
| Nucor Corp CS (NUE) | 0.0 | $257k | +3% | 1.9k | 135.48 |
|
| Lowe's Cos CS (LOW) | 0.0 | $246k | -69% | 980.00 | 251.02 |
|
| Wisdomtree Tr Us Midcap Divid Etf (DON) | 0.0 | $245k | NEW | 4.7k | 52.25 |
|
| Proshares Trust S&p 500 Ex-ene Etf (SPXE) | 0.0 | $240k | -8% | 3.3k | 72.27 |
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $236k | -42% | 8.0k | 29.59 |
|
| T-mobile Us CS (TMUS) | 0.0 | $232k | +5% | 971.00 | 238.93 |
|
| Fortive Corp CS (FTV) | 0.0 | $224k | 4.6k | 48.91 |
|
|
| Mongodb CS (MDB) | 0.0 | $221k | NEW | 712.00 | 310.39 |
|
| Shell CS (SHEL) | 0.0 | $221k | +2% | 3.1k | 71.61 |
|
| Northern Trust Corp CS (NTRS) | 0.0 | $217k | 1.6k | 134.37 |
|
|
| Pfizer CS (PFE) | 0.0 | $214k | 8.4k | 25.42 |
|
|
| Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) | 0.0 | $212k | 2.5k | 83.53 |
|
|
| Vanguard Communication Service Etf (VOX) | 0.0 | $210k | NEW | 1.1k | 188.00 |
|
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $210k | 2.9k | 73.35 |
|
|
| Yum China Holdings CS (YUMC) | 0.0 | $209k | -7% | 4.9k | 42.91 |
|
| Nvent Electric CS (NVT) | 0.0 | $209k | NEW | 2.1k | 98.58 |
|
| Schwab U.s. Large-cap Value Et Etf (SCHV) | 0.0 | $205k | NEW | 7.0k | 29.16 |
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $203k | 2.1k | 95.13 |
|
|
| Ishares Core U.s. Aggregate Bo Etf (AGG) | 0.0 | $201k | -12% | 2.0k | 100.25 |
|
| United Rentals CS (URI) | 0.0 | $200k | NEW | 210.00 | 952.38 |
|
| Clifton Mining CS (CFTN) | 0.0 | $2.0k | 25k | 0.08 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- Appleton Partners 2025 Q3 filed Nov. 5, 2025
- Appleton Partners 2025 Q2 filed July 22, 2025
- Appleton Partners 2025 Q1 filed April 22, 2025
- Appleton Partners 2024 Q4 filed Jan. 28, 2025
- Appleton Partners 2024 Q3 filed Oct. 1, 2024
- Appleton Partners 2024 Q2 filed July 2, 2024
- Appleton Partners 2024 Q1 filed April 1, 2024
- 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