Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GSLC, SCHX, GOOG, and represent 19.68% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$14M), XLE (+$12M), QXO (+$12M), SOLV (+$7.0M), NOW (+$6.4M), XLU, HON, XLK, FLRN, VRSK.
- Started 14 new stock positions in PGR, Akre Focus Etf, VGK, VSGX, QXO, XLB, NEE, UBER, SOLV, Qnity Electronics. AON, BN, CTVA, EXPE.
- Reduced shares in these 10 stocks: CMG (-$8.2M), MU, AAPL, AVGO, GOOG, ABBV, UNH, GSLC, BNL, ROP.
- Sold out of its positions in BNL, CMG, QCLN, AGG, USMV, MRVL, URI.
- Appleton Partners was a net buyer of stock by $41M.
- Appleton Partners has $1.5B in assets under management (AUM), dropping by 1.88%.
- Central Index Key (CIK): 0001055290
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Portfolio Holdings for Appleton Partners
Appleton Partners holds 263 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple CS (AAPL) | 6.1 | $93M | 342k | 271.86 |
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| Microsoft Corp CS (MSFT) | 3.7 | $57M | 118k | 483.61 |
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| Goldman Sachs Etf Tr Activebet Etf (GSLC) | 3.7 | $56M | 423k | 132.37 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.3 | $50M | 1.8M | 26.91 |
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| Alphabet Inc Cap Stk Cl C CS (GOOG) | 2.9 | $43M | -3% | 138k | 313.80 |
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| Amazon CS (AMZN) | 2.7 | $42M | 180k | 230.82 |
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| Broadcom CS (AVGO) | 2.7 | $41M | -3% | 120k | 346.10 |
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| Jpmorgan Chase & Co CS (JPM) | 2.7 | $41M | 127k | 322.22 |
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| Micron Technology CS (MU) | 2.2 | $34M | -9% | 118k | 285.41 |
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| Ge Vernova CS (GEV) | 1.9 | $28M | 43k | 653.56 |
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| Visa Inc Com Cl A CS (V) | 1.9 | $28M | 80k | 350.71 |
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| Morgan Stanley CS (MS) | 1.8 | $27M | 152k | 177.53 |
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| Select Sector Spdr Tr Energy CS (XLE) | 1.6 | $24M | +101% | 544k | 44.71 |
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| J P Morgan Exchange Traded Etf (JPST) | 1.6 | $24M | 479k | 50.59 |
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| Home Depot CS (HD) | 1.5 | $22M | 65k | 344.10 |
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| Meta Platforms Inc Cl A CS (META) | 1.5 | $22M | 34k | 660.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $21M | 861k | 24.04 |
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| Eli Lilly & Co CS (LLY) | 1.3 | $20M | 18k | 1074.66 |
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| Goldman Sachs Etf Tr Activebet Etf (GSIE) | 1.2 | $19M | 442k | 42.94 |
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| Ishares Inc Core Msci Emkt Etf (IEMG) | 1.2 | $18M | 266k | 67.22 |
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| Welltower CS (WELL) | 1.1 | $17M | +3% | 93k | 185.61 |
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| Berkshire Hathaway CS (BRK.B) | 1.1 | $17M | 33k | 502.66 |
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| Nvidia Corporation CS (NVDA) | 1.1 | $16M | 88k | 186.50 |
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| Intercontinental Exchange CS (ICE) | 1.1 | $16M | 101k | 161.96 |
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| Netflix CS (NFLX) | 1.1 | $16M | +916% | 171k | 93.76 |
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| Intuit CS (INTU) | 1.0 | $16M | 24k | 662.42 |
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| Alphabet Inc Cap Stk Cl A CS (GOOGL) | 1.0 | $16M | -2% | 50k | 313.01 |
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| Blackstone CS (BX) | 1.0 | $15M | 99k | 154.14 |
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| J P Morgan Exchange Traded Etf (JEPI) | 1.0 | $15M | 264k | 57.24 |
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| Spdr Series Trust State Street Etf (FLRN) | 1.0 | $15M | +6% | 477k | 30.73 |
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| Unitedhealth Group CS (UNH) | 0.9 | $14M | -6% | 43k | 330.12 |
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| Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.9 | $14M | 21k | 681.90 |
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| Danaher Corporation CS (DHR) | 0.8 | $13M | 56k | 228.93 |
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| Gallagher Arthur J & Co CS (AJG) | 0.8 | $13M | 49k | 258.78 |
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| Booking Holdings CS (BKNG) | 0.8 | $13M | +7% | 2.4k | 5355.30 |
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| Curtiss Wright Corp CS (CW) | 0.8 | $13M | 23k | 551.25 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $13M | 438k | 28.48 |
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| Ishares Tr Ishares Biotech CS (IBB) | 0.8 | $13M | 74k | 168.77 |
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| Cadence Design Systems CS (CDNS) | 0.8 | $12M | 38k | 312.58 |
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| Qxo CS (QXO) | 0.8 | $12M | NEW | 614k | 19.29 |
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| First Tr Exchange Traded Fd Ii CS (CIBR) | 0.8 | $12M | 163k | 71.45 |
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| Kratos Defense & Security Solu CS (KTOS) | 0.7 | $11M | +8% | 148k | 75.91 |
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| Sherwin Williams CS (SHW) | 0.7 | $11M | 35k | 324.03 |
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| Stryker Corporation CS (SYK) | 0.7 | $11M | 31k | 351.46 |
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| Verisk Analytics CS (VRSK) | 0.7 | $11M | +9% | 47k | 223.69 |
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| Disney Walt CS (DIS) | 0.7 | $11M | 92k | 113.76 |
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| Evercore Inc Class A CS (EVR) | 0.7 | $10M | 31k | 340.25 |
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| Vulcan Matls CS (VMC) | 0.7 | $10M | 36k | 285.23 |
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| Spdr Series Trust State Street Etf (SPIB) | 0.7 | $10M | +6% | 306k | 33.81 |
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| J P Morgan Exchange Traded Etf (JPME) | 0.7 | $10M | +2% | 92k | 108.66 |
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| Johnson & Johnson CS (JNJ) | 0.6 | $9.8M | 47k | 206.96 |
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| J P Morgan Exchange Traded Etf (JPSE) | 0.6 | $9.5M | +2% | 190k | 50.08 |
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| Roper Technologies CS (ROP) | 0.6 | $9.5M | -5% | 21k | 445.14 |
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| Monster Beverage Corp CS (MNST) | 0.6 | $9.3M | 122k | 76.67 |
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| Republic Svcs CS (RSG) | 0.6 | $9.2M | 43k | 211.93 |
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| Waste Connections CS (WCN) | 0.6 | $9.1M | 52k | 175.37 |
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| Costco Whsl Corp CS (COST) | 0.6 | $8.8M | 10k | 862.37 |
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| Procter And Gamble CS (PG) | 0.6 | $8.8M | -2% | 61k | 143.31 |
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| Spdr Series Trust State Street Etf (SPAB) | 0.6 | $8.7M | +6% | 338k | 25.75 |
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| Thermo Fisher Scientific Inc C CS (TMO) | 0.6 | $8.6M | -2% | 15k | 579.41 |
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| Spotify Technology Sa CS (SPOT) | 0.5 | $8.3M | 14k | 580.71 |
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| Servicenow CS (NOW) | 0.5 | $8.3M | +353% | 54k | 153.19 |
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| Autodesk CS (ADSK) | 0.5 | $8.1M | +11% | 28k | 296.03 |
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| Abbvie CS (ABBV) | 0.5 | $7.8M | -11% | 34k | 228.49 |
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| Walmart CS (WMT) | 0.5 | $7.2M | 64k | 111.41 |
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| Tjx Cos CS (TJX) | 0.5 | $7.0M | -3% | 46k | 153.62 |
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| Solventum Corp CS (SOLV) | 0.5 | $7.0M | NEW | 88k | 79.23 |
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| Ishares Tr Core Intl Aggr Etf (IAGG) | 0.4 | $6.8M | +4% | 136k | 50.01 |
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| Pepsico CS (PEP) | 0.4 | $6.8M | 47k | 143.52 |
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| Palo Alto Networks CS (PANW) | 0.4 | $6.7M | -4% | 36k | 184.20 |
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| J P Morgan Exchange Traded Etf (JMST) | 0.4 | $6.1M | 120k | 50.94 |
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| Constellation Software CS (CNSWF) | 0.4 | $6.0M | -5% | 2.5k | 2399.60 |
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| Lvmh Moet Hennessy Lou Vuitton CS (LVMUY) | 0.4 | $5.7M | -4% | 38k | 151.51 |
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| Select Sector Spdr Tr Sbi Int- CS (XLU) | 0.4 | $5.5M | +96% | 130k | 42.69 |
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| Mcdonalds Corp CS (MCD) | 0.4 | $5.4M | 18k | 305.60 |
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| First Tr Exchange-traded Fd Iv Etf (EMLP) | 0.3 | $4.9M | 129k | 37.87 |
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| Schwab Strategic Tr Us Reit Et Etf (SCHH) | 0.3 | $4.7M | +5% | 224k | 20.89 |
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| Goldman Sachs Group CS (GS) | 0.3 | $4.6M | -3% | 5.2k | 879.10 |
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| Ishares Tr Russell 2000 Etf Etf (IWM) | 0.3 | $4.5M | 18k | 246.17 |
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| Cme Group CS (CME) | 0.3 | $4.5M | 16k | 273.08 |
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| Crh Plc Ord CS (CRH) | 0.3 | $4.2M | -5% | 34k | 124.80 |
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| Hershey CS (HSY) | 0.3 | $4.0M | -6% | 22k | 181.98 |
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| Exxon Mobil Corp CS (XOM) | 0.3 | $3.8M | 32k | 120.34 |
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| Capital One Finl Corp CS (COF) | 0.2 | $3.7M | 15k | 242.35 |
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| Graniteshares Etf Tr Bbg Commd Etf (COMB) | 0.2 | $3.7M | 176k | 21.11 |
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| First Tr Exch Traded Fd Iii Pf Etf (FPE) | 0.2 | $3.7M | +26% | 204k | 18.22 |
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| Amplify Etf Tr Amplify Cyberse CS (HACK) | 0.2 | $3.7M | 46k | 80.38 |
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| American Tower Corp CS (AMT) | 0.2 | $3.7M | -3% | 21k | 175.59 |
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| Quest Diagnostics CS (DGX) | 0.2 | $3.6M | +3% | 21k | 173.53 |
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| Select Sector Spdr Tr State St CS (XLK) | 0.2 | $3.6M | +86% | 25k | 143.97 |
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| Ishares Tr Core S&p500 Etf Etf (IVV) | 0.2 | $3.6M | 5.2k | 684.85 |
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| Te Connectivity Plc Ord CS (TEL) | 0.2 | $3.4M | 15k | 227.53 |
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| Rollins CS (ROL) | 0.2 | $3.4M | 56k | 60.01 |
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| Spdr Series Trust State Street Etf (SPHY) | 0.2 | $3.3M | +7% | 140k | 23.67 |
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| Invesco Exch Traded Fd Tr Ii S Etf (BKLN) | 0.2 | $3.3M | +3% | 156k | 21.00 |
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| Lockheed Martin Corp CS (LMT) | 0.2 | $3.1M | 6.4k | 483.63 |
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| Medtronic CS (MDT) | 0.2 | $3.1M | -2% | 32k | 96.06 |
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| Northrop Grumman Corp CS (NOC) | 0.2 | $3.1M | -2% | 5.4k | 570.13 |
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| Honeywell Intl CS (HON) | 0.2 | $3.0M | +642% | 15k | 195.09 |
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| Ishares Tr Msci Eafe Etf Etf (EFA) | 0.2 | $2.9M | -3% | 31k | 96.03 |
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| Corning CS (GLW) | 0.2 | $2.9M | -10% | 33k | 87.55 |
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| Cintas Corp CS (CTAS) | 0.2 | $2.8M | -4% | 15k | 188.10 |
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| Broadridge Finl Solutions CS (BR) | 0.2 | $2.7M | 12k | 223.16 |
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| Vanguard Tax-managed Fds Van F Etf (VEA) | 0.2 | $2.5M | -2% | 41k | 62.47 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.3M | 69k | 32.63 |
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| Air Prods & Chems CS (APD) | 0.1 | $2.2M | -9% | 8.9k | 247.02 |
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| Sysco Corp CS (SYY) | 0.1 | $2.2M | 29k | 73.68 |
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| Nintendo Ltd Unspon Ads CS (NTDOY) | 0.1 | $2.2M | 128k | 16.90 |
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| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.1 | $2.1M | -2% | 22k | 96.25 |
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| Bank America Corp CS (BAC) | 0.1 | $2.1M | -6% | 38k | 55.00 |
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| Nike Inc Cl B CS (NKE) | 0.1 | $2.1M | 33k | 63.71 |
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| Automatic Data Processing CS (ADP) | 0.1 | $2.1M | +2% | 8.1k | 257.22 |
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| Watsco CS (WSO) | 0.1 | $2.1M | -8% | 6.1k | 336.87 |
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| Houlihan Lokey Inc Cl A CS (HLI) | 0.1 | $2.0M | +3% | 11k | 174.16 |
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| Equinix CS (EQIX) | 0.1 | $1.9M | -4% | 2.5k | 766.08 |
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| Zoetis Inc Cl A CS (ZTS) | 0.1 | $1.9M | -7% | 15k | 125.82 |
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| Abbott Labs CS (ABT) | 0.1 | $1.7M | 14k | 125.29 |
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| Amgen CS (AMGN) | 0.1 | $1.7M | 5.3k | 327.24 |
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| Spdr Gold Tr Gold Etf (GLD) | 0.1 | $1.6M | +16% | 4.1k | 396.28 |
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| Amphenol Corp New Cl A CS (APH) | 0.1 | $1.6M | 12k | 135.13 |
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| Vanguard Index Fds Mid Cap Etf Etf (VO) | 0.1 | $1.6M | -11% | 5.4k | 290.20 |
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| Select Sector Spdr Tr State St CS (XLF) | 0.1 | $1.6M | +4% | 29k | 54.76 |
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| Cisco Sys CS (CSCO) | 0.1 | $1.6M | -3% | 20k | 77.01 |
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| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 0.1 | $1.6M | 3.3k | 473.46 |
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| Ishares Tr Rus 2000 Grw Etf Etf (IWO) | 0.1 | $1.5M | 4.6k | 322.91 |
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| Vanguard Intl Equity Index Fds Etf (VEU) | 0.1 | $1.5M | 20k | 73.56 |
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| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.1 | $1.5M | 2.4k | 614.26 |
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| Vanguard Index Fds Large Cap E Etf (VV) | 0.1 | $1.5M | 4.6k | 314.72 |
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| Select Sector Spdr Tr State St CS (XLC) | 0.1 | $1.4M | -6% | 12k | 117.75 |
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| Vanguard Index Fds Total Stk M Etf (VTI) | 0.1 | $1.4M | 4.1k | 335.30 |
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| Dupont De Nemours CS (DD) | 0.1 | $1.3M | +15% | 32k | 40.20 |
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| Ge Aerospace CS (GE) | 0.1 | $1.2M | 4.0k | 307.94 |
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| Vanguard Intl Equity Index Fds Etf (VWO) | 0.1 | $1.2M | -15% | 23k | 53.78 |
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| Oracle Corp CS (ORCL) | 0.1 | $1.2M | +20% | 6.1k | 194.92 |
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| Adobe CS (ADBE) | 0.1 | $1.2M | -3% | 3.3k | 349.97 |
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| Vanguard World Fd Inf Tech Etf Etf (VGT) | 0.1 | $1.1M | -28% | 1.5k | 753.85 |
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| Caterpillar CS (CAT) | 0.1 | $1.1M | +14% | 1.9k | 573.09 |
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| Spdr Series Trust State Street CS (XOP) | 0.1 | $1.1M | -6% | 8.5k | 126.32 |
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| Verisign CS (VRSN) | 0.1 | $1.1M | 4.4k | 242.99 |
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| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.1 | $1.1M | 16k | 66.02 |
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| Global X Fds Us Pfd Etf Etf (PFFD) | 0.1 | $1.1M | -34% | 56k | 18.91 |
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| Mid-amer Apt Cmntys CS (MAA) | 0.1 | $1.0M | +11% | 7.3k | 138.86 |
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| Comcast Corp New Cl A CS (CMCSA) | 0.1 | $1.0M | -3% | 34k | 29.88 |
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| Wells Fargo CS (WFC) | 0.1 | $996k | -3% | 11k | 93.15 |
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| Ishares Tr Msci Emg Mkt Etf Etf (EEM) | 0.1 | $921k | -5% | 17k | 54.70 |
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| Vanguard Specialized Funds Div Etf (VIG) | 0.1 | $915k | -2% | 4.2k | 219.69 |
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| Ishares Tr Rus Md Cp Gr Etf Etf (IWP) | 0.1 | $914k | 6.7k | 136.99 |
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| International Business Machs C CS (IBM) | 0.1 | $897k | -7% | 3.0k | 296.33 |
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| Ishares Tr Select Divid Etf Etf (DVY) | 0.1 | $873k | 6.2k | 141.17 |
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| Rtx Corporation CS (RTX) | 0.1 | $863k | +21% | 4.7k | 183.42 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $854k | 11k | 81.20 |
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| Coca Cola CS (KO) | 0.1 | $844k | -13% | 12k | 69.94 |
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| Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.1 | $825k | -3% | 1.3k | 626.90 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.1 | $820k | 1.8k | 453.54 |
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| Spdr Series Trust State Street Etf (SDY) | 0.1 | $815k | 5.9k | 139.08 |
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| Schwab Strategic Tr Fundamenta Etf (FNDX) | 0.1 | $797k | 29k | 27.21 |
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| Spdr Index Shs Fds Msci Emrg M Etf (QEMM) | 0.1 | $785k | -9% | 12k | 66.11 |
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| Spdr S&p Midcap 400 Etf Tr Uts Etf (MDY) | 0.1 | $784k | -9% | 1.3k | 603.08 |
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| Wabtec CS (WAB) | 0.1 | $782k | 3.7k | 213.54 |
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| Ishares Tr Core Univrsl Usd Etf (IUSB) | 0.1 | $776k | -14% | 17k | 46.52 |
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| Merck & Co CS (MRK) | 0.1 | $768k | -2% | 7.3k | 105.26 |
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| Texas Instrs CS (TXN) | 0.0 | $759k | +24% | 4.4k | 173.41 |
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| Berkshire Hathaway CS (BRK.A) | 0.0 | $755k | 1.00 | 755000.00 |
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| Csx Corp CS (CSX) | 0.0 | $746k | +12% | 21k | 36.27 |
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| Accenture Plc Ireland Shs Clas CS (ACN) | 0.0 | $744k | +35% | 2.8k | 268.20 |
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| Union Pac Corp CS (UNP) | 0.0 | $711k | +14% | 3.1k | 231.22 |
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| Trane Technologies CS (TT) | 0.0 | $683k | 1.8k | 388.95 |
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| 3M CS (MMM) | 0.0 | $672k | -5% | 4.2k | 160.04 |
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| Schwab Strategic Tr Fundamenta Etf (FNDF) | 0.0 | $663k | 15k | 45.24 |
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| World Gold Tr Spdr Gld Minis Etf (GLDM) | 0.0 | $649k | +5% | 7.6k | 85.38 |
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| Schwab Strategic Tr Us Dividen Etf (SCHD) | 0.0 | $626k | -2% | 23k | 27.42 |
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| Spdr Dow Jones Indl Average Et Etf (DIA) | 0.0 | $619k | 1.3k | 480.22 |
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| Vanguard World Fd Esg Us Stk E Etf (ESGV) | 0.0 | $612k | +14% | 5.1k | 121.02 |
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| Travelers Companies CS (TRV) | 0.0 | $611k | +25% | 2.1k | 289.99 |
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| Intel Corp CS (INTC) | 0.0 | $607k | -5% | 17k | 36.90 |
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| Chubb CS (CB) | 0.0 | $606k | 1.9k | 312.37 |
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| Deere & Co CS (DE) | 0.0 | $575k | +31% | 1.2k | 465.96 |
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| Waste Mgmt Inc Del CS (WM) | 0.0 | $560k | -4% | 2.5k | 219.78 |
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| Ishares Tr Msci Eafe Min Vl Etf (EFAV) | 0.0 | $557k | -2% | 6.5k | 86.30 |
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| Mondelez Intl Inc Cl A CS (MDLZ) | 0.0 | $551k | -3% | 10k | 53.82 |
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| Vanguard Index Fds Small Cp Et Etf (VB) | 0.0 | $545k | 2.1k | 258.05 |
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| Yum Brands CS (YUM) | 0.0 | $542k | 3.6k | 151.14 |
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| Vanguard Intl Equity Index Fds Etf (VSS) | 0.0 | $540k | 3.8k | 143.43 |
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| Salesforce CS (CRM) | 0.0 | $539k | -4% | 2.0k | 264.73 |
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| Aflac CS (AFL) | 0.0 | $536k | 4.9k | 110.22 |
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| Archer Daniels Midland CS (ADM) | 0.0 | $534k | -2% | 9.3k | 57.53 |
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| Valero Energy Corp CS (VLO) | 0.0 | $514k | -2% | 3.2k | 162.71 |
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| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.0 | $494k | 5.5k | 89.48 |
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| Ishares Tr Core S&p Scp Etf Etf (IJR) | 0.0 | $491k | 4.1k | 120.11 |
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| Silvercrest Asset Mgmt Group I CS (SAMG) | 0.0 | $481k | 32k | 15.20 |
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| Ishares Tr Rus 2000 Val Etf Etf (IWN) | 0.0 | $481k | -9% | 2.7k | 181.24 |
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| Starbucks Corp CS (SBUX) | 0.0 | $477k | -9% | 5.7k | 84.26 |
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| Goldman Sachs Etf Tr Just Us L Etf (JUST) | 0.0 | $474k | +18% | 4.9k | 96.68 |
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| At&t CS (T) | 0.0 | $471k | 19k | 24.85 |
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| Illinois Tool Wks CS (ITW) | 0.0 | $461k | +10% | 1.9k | 246.52 |
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| Progressive Corp CS (PGR) | 0.0 | $455k | NEW | 2.0k | 227.84 |
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| Ishares Tr Esg Aw Msci Eafe Etf (ESGD) | 0.0 | $443k | 4.7k | 94.98 |
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| Vanguard Index Fds Growth Etf Etf (VUG) | 0.0 | $439k | +8% | 899.00 | 488.32 |
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| The Cigna Group CS (CI) | 0.0 | $438k | 1.6k | 275.13 |
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| Verizon Communications CS (VZ) | 0.0 | $437k | 11k | 40.73 |
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| Ishares Inc Msci Gbl Min Vol Etf (ACWV) | 0.0 | $425k | 3.6k | 118.88 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $421k | +4% | 16k | 26.24 |
|
| Select Sector Spdr Tr State St CS (XLP) | 0.0 | $421k | -10% | 5.4k | 77.76 |
|
| Ishares Tr Rus Mdcp Val Etf Etf (IWS) | 0.0 | $417k | 3.0k | 141.07 |
|
|
| Chevron Corp CS (CVX) | 0.0 | $408k | 2.7k | 152.47 |
|
|
| T-mobile Us CS (TMUS) | 0.0 | $405k | +105% | 2.0k | 202.91 |
|
| Wec Energy Group CS (WEC) | 0.0 | $401k | 3.8k | 105.36 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $389k | 12k | 32.73 |
|
|
| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 0.0 | $388k | 2.6k | 148.60 |
|
|
| Tesla CS (TSLA) | 0.0 | $386k | 858.00 | 449.88 |
|
|
| Oreilly Automotive CS (ORLY) | 0.0 | $384k | +2% | 4.2k | 91.23 |
|
| Church & Dwight CS (CHD) | 0.0 | $382k | +24% | 4.6k | 83.83 |
|
| Boeing CS (BA) | 0.0 | $378k | +7% | 1.7k | 217.12 |
|
| Vanguard Index Fds Value Etf Etf (VTV) | 0.0 | $374k | +8% | 2.0k | 191.01 |
|
| Schwab Strategic Tr Fundamenta Etf (FNDA) | 0.0 | $372k | 12k | 31.48 |
|
|
| Darden Restaurants CS (DRI) | 0.0 | $365k | 2.0k | 183.79 |
|
|
| Global X Fds Vdeo Gam Esprt CS (HERO) | 0.0 | $362k | 12k | 29.78 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh CS (BN) | 0.0 | $358k | NEW | 7.8k | 45.84 |
|
| Fidelity Wise Origin Bitcoin F Etf (FBTC) | 0.0 | $346k | +4% | 4.5k | 76.31 |
|
| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.0 | $345k | 1.6k | 210.49 |
|
|
| Eog Res CS (EOG) | 0.0 | $345k | -2% | 3.3k | 105.02 |
|
| Profesionally Managed Portfoli Etf | 0.0 | $344k | NEW | 5.3k | 65.51 |
|
| Vanguard Index Fds Sm Cp Val E Etf (VBR) | 0.0 | $337k | 1.6k | 211.82 |
|
|
| Vanguard Whitehall Fds High Di Etf (VYM) | 0.0 | $334k | 2.3k | 143.35 |
|
|
| Colgate Palmolive CS (CL) | 0.0 | $322k | -2% | 4.1k | 79.10 |
|
| Nextera Energy CS (NEE) | 0.0 | $321k | NEW | 4.0k | 80.17 |
|
| Ishares Inc Msci Emerg Mrkt Etf (EEMV) | 0.0 | $319k | 5.0k | 63.97 |
|
|
| J P Morgan Exchange Traded Etf (JEPQ) | 0.0 | $316k | -9% | 5.4k | 58.09 |
|
| Nucor Corp CS (NUE) | 0.0 | $309k | 1.9k | 162.89 |
|
|
| Qnity Electronics Inc Common S CS | 0.0 | $309k | NEW | 3.8k | 81.75 |
|
| Ishares Tr S&p 500 Val Etf Etf (IVE) | 0.0 | $305k | -34% | 1.4k | 211.81 |
|
| Ford Mtr CS (F) | 0.0 | $302k | 23k | 13.13 |
|
|
| Vanguard World Fd Health Car E Etf (VHT) | 0.0 | $299k | -4% | 1.0k | 287.50 |
|
| Mongodb Inc Cl A CS (MDB) | 0.0 | $299k | 712.00 | 419.94 |
|
|
| Invesco Exchange Traded Fd Tr Etf (RSP) | 0.0 | $295k | 1.5k | 191.56 |
|
|
| Southern CS (SO) | 0.0 | $294k | 3.4k | 87.11 |
|
|
| Ishares Tr U.s. Energy Etf Etf (IYE) | 0.0 | $289k | -18% | 6.1k | 47.46 |
|
| First Tr Exchange-traded Fd Us Etf (FPX) | 0.0 | $281k | 1.7k | 163.75 |
|
|
| Expedia Group CS (EXPE) | 0.0 | $280k | NEW | 990.00 | 282.83 |
|
| Schwab Strategic Tr Fundamenta Etf (FNDE) | 0.0 | $262k | 7.3k | 36.13 |
|
|
| Fortive Corp CS (FTV) | 0.0 | $253k | 4.6k | 55.24 |
|
|
| Proshares Tr Sp500 Ex Enrgy Etf (SPXE) | 0.0 | $245k | 3.3k | 73.77 |
|
|
| Corteva CS (CTVA) | 0.0 | $245k | NEW | 3.7k | 67.10 |
|
| Wisdomtree Tr Us Midcap Divid Etf (DON) | 0.0 | $242k | 4.7k | 51.61 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $236k | 7.8k | 30.09 |
|
|
| General Mls CS (GIS) | 0.0 | $233k | -3% | 5.0k | 46.54 |
|
| Lowes Cos CS (LOW) | 0.0 | $232k | 964.00 | 240.66 |
|
|
| Yum China Hldgs CS (YUMC) | 0.0 | $230k | 4.8k | 47.82 |
|
|
| Aon Plc Shs Cl A CS (AON) | 0.0 | $228k | NEW | 645.00 | 353.49 |
|
| Shell Plc Spon Ads CS (SHEL) | 0.0 | $227k | 3.1k | 73.56 |
|
|
| Rli Corp CS (RLI) | 0.0 | $218k | -23% | 3.4k | 63.84 |
|
| Nvent Electric CS (NVT) | 0.0 | $216k | 2.1k | 101.89 |
|
|
| Spdr Series Trust State Street Etf (MDYV) | 0.0 | $211k | 2.5k | 84.77 |
|
|
| Vanguard World Fd Comm Srvc Et Etf (VOX) | 0.0 | $210k | -2% | 1.1k | 193.19 |
|
| Northern Tr Corp CS (NTRS) | 0.0 | $210k | -4% | 1.5k | 136.36 |
|
| Vanguard World Fd Esg Intl Stk Etf (VSGX) | 0.0 | $209k | NEW | 2.9k | 71.45 |
|
| Pfizer CS (PFE) | 0.0 | $209k | 8.4k | 24.95 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $208k | 7.0k | 29.58 |
|
|
| Vanguard Intl Equity Index Fds Etf (VGK) | 0.0 | $205k | NEW | 2.5k | 83.67 |
|
| Uber Technologies CS (UBER) | 0.0 | $205k | NEW | 2.5k | 81.67 |
|
| Invesco Exch Traded Fd Tr Ii S Etf (SPLV) | 0.0 | $204k | 2.9k | 71.25 |
|
|
| Select Sector Spdr Tr State St CS (XLB) | 0.0 | $201k | NEW | 4.4k | 45.36 |
|
| Clifton Mng CS (CFTN) | 0.0 | $3.0k | 25k | 0.12 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- Appleton Partners 2025 Q4 filed Jan. 9, 2026
- 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