Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GSLC, SCHX, AMZN, and represent 19.91% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$27M), GEV (+$14M), XLE, CRH, META, CTAS, MRK, MU, WCN, MCD.
- Started 3 new stock positions in VSGX, GEV, FNDE.
- Reduced shares in these 10 stocks: ACN, AAPL, JMST, INTU, JPST, SPY, WSO, GSLC, RSG, JPM.
- Sold out of its positions in IJJ, JEPQ, LRCX, PM, SHEL, SPGI, RBGPF.
- Appleton Partners was a net buyer of stock by $20M.
- Appleton Partners has $1.4B in assets under management (AUM), dropping by 4.70%.
- Central Index Key (CIK): 0001055290
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Portfolio Holdings for Appleton Partners
Appleton Partners holds 255 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple CS (AAPL) | 6.5 | $89M | -2% | 382k | 233.00 |
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| Microsoft Corp CS (MSFT) | 3.8 | $51M | 119k | 430.30 |
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| Goldman Sachs Activebeta U.s. Etf (GSLC) | 3.7 | $50M | 446k | 112.94 |
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| Schwab Us Large-cap Etf Etf (SCHX) | 3.2 | $44M | 644k | 67.85 |
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| Amazon.com CS (AMZN) | 2.7 | $36M | 195k | 186.33 |
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| Jpmorgan Chase & Co CS (JPM) | 2.3 | $32M | -2% | 149k | 210.86 |
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| Broadcom CS (AVGO) | 2.2 | $30M | +863% | 173k | 172.50 |
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| Jpmorgan Ultra-short Income Et Etf (JPST) | 2.2 | $29M | -3% | 579k | 50.74 |
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| Alphabet CS (GOOG) | 2.0 | $27M | 160k | 167.19 |
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| Home Depot Inc/the CS (HD) | 2.0 | $27M | 66k | 405.20 |
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| Visa CS (V) | 1.9 | $26M | 95k | 274.96 |
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| Thermo Fisher Scientific CS (TMO) | 1.7 | $23M | 37k | 618.57 |
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| Energy Select Sector Spdr Fund CS (XLE) | 1.6 | $22M | +6% | 254k | 87.80 |
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| Unitedhealth Group CS (UNH) | 1.6 | $22M | -2% | 38k | 584.68 |
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| Schwab International Equity Et Etf (SCHF) | 1.3 | $18M | 427k | 41.12 |
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| Intercontinental Exchange CS (ICE) | 1.3 | $17M | 107k | 160.64 |
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| Zoetis CS (ZTS) | 1.3 | $17M | 88k | 195.38 |
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| Morgan Stanley CS (MS) | 1.2 | $16M | 158k | 104.24 |
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| Micron Technology CS (MU) | 1.2 | $16M | +4% | 156k | 103.71 |
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| Goldman Sachs Activebeta Inter Etf (GSIE) | 1.2 | $16M | 436k | 36.17 |
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| Blackstone CS (BX) | 1.1 | $15M | 100k | 153.13 |
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| Intuit CS (INTU) | 1.1 | $15M | -8% | 24k | 621.02 |
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| Meta Platforms CS (META) | 1.1 | $15M | +9% | 25k | 572.45 |
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| Danaher Corp CS (DHR) | 1.1 | $14M | 52k | 278.01 |
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| Jpmorgan Equity Premium Income Etf (JEPI) | 1.1 | $14M | +2% | 240k | 59.51 |
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| Ishares Core Msci Emerging Mar Etf (IEMG) | 1.0 | $14M | -3% | 246k | 57.41 |
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| Netflix CS (NFLX) | 1.0 | $14M | -2% | 20k | 709.25 |
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| Equinix CS (EQIX) | 1.0 | $14M | 16k | 887.62 |
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| Arthur J Gallagher & Co CS (AJG) | 1.0 | $14M | -3% | 49k | 281.37 |
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| Ge Vernova CS (GEV) | 1.0 | $14M | NEW | 54k | 254.98 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 1.0 | $13M | -7% | 23k | 573.74 |
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| Sherwin-williams Co/the CS (SHW) | 0.9 | $13M | 34k | 381.67 |
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| Merck & Co CS (MRK) | 0.9 | $13M | +6% | 112k | 113.56 |
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| Chipotle Mexican Grill CS (CMG) | 0.9 | $13M | +2% | 216k | 57.62 |
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| Costco Wholesale Corp CS (COST) | 0.9 | $12M | -3% | 14k | 886.57 |
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| Roper Technologies CS (ROP) | 0.9 | $12M | 22k | 556.43 |
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| Procter & Gamble Co/the CS (PG) | 0.9 | $12M | -2% | 69k | 173.20 |
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| Verisk Analytics CS (VRSK) | 0.9 | $12M | 44k | 267.96 |
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| Bank Of America Corp CS (BAC) | 0.9 | $12M | 295k | 39.68 |
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| Northrop Grumman Corp CS (NOC) | 0.8 | $12M | 22k | 528.05 |
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| Ishares Biotechnology Etf CS (IBB) | 0.8 | $11M | +2% | 76k | 145.60 |
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| Schwab Us Small-cap Etf Etf (SCHA) | 0.8 | $11M | 214k | 51.50 |
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| Booking Holdings CS (BKNG) | 0.8 | $11M | +2% | 2.5k | 4212.22 |
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| Walt Disney Co/the CS (DIS) | 0.8 | $11M | -2% | 109k | 96.19 |
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| Stryker Corp CS (SYK) | 0.7 | $10M | 28k | 361.26 |
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| Nvidia Corp CS (NVDA) | 0.7 | $10M | 82k | 121.44 |
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| Republic Services CS (RSG) | 0.7 | $9.5M | -7% | 47k | 200.84 |
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| Alphabet CS (GOOGL) | 0.7 | $9.5M | -2% | 57k | 165.85 |
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| Jpmorgan Diversified Return Us Etf (JPME) | 0.7 | $9.2M | 88k | 105.04 |
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| Pepsico CS (PEP) | 0.7 | $9.2M | -3% | 54k | 170.05 |
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| Lockheed Martin Corp CS (LMT) | 0.7 | $9.2M | -3% | 16k | 584.55 |
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| Constellation Brands CS (STZ) | 0.7 | $9.1M | 35k | 257.69 |
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| Johnson & Johnson CS (JNJ) | 0.7 | $9.0M | 55k | 162.05 |
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| Constellation Software CS (CNSWF) | 0.6 | $8.7M | +3% | 2.7k | 3254.14 |
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| Jpmorgan Diversified Return Us Etf (JPSE) | 0.6 | $8.5M | 178k | 48.03 |
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| Waste Connections CS (WCN) | 0.6 | $8.5M | +7% | 47k | 178.81 |
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| Palo Alto Networks CS (PANW) | 0.6 | $8.4M | -6% | 25k | 341.81 |
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| Vulcan Materials CS (VMC) | 0.6 | $8.3M | 33k | 250.45 |
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| Spdr Portfolio Intermediate Te Etf (SPIB) | 0.6 | $8.3M | +5% | 246k | 33.71 |
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| First Trust Nasdaq Cybersecuri CS (CIBR) | 0.6 | $8.2M | +3% | 139k | 59.23 |
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| Abbvie CS (ABBV) | 0.6 | $8.0M | -2% | 41k | 197.48 |
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| Canadian Pacific Kansas City L CS (CP) | 0.6 | $7.7M | 90k | 85.54 |
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| Iqvia Holdings CS (IQV) | 0.6 | $7.6M | 32k | 236.96 |
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| Tjx Cos Inc/the CS (TJX) | 0.5 | $6.8M | -8% | 58k | 117.55 |
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| Spdr Portfolio Aggregate Bond Etf (SPAB) | 0.5 | $6.7M | +3% | 258k | 26.14 |
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| Autodesk CS (ADSK) | 0.5 | $6.7M | 24k | 275.50 |
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| Jpmorgan Ultra-short Municipal Etf (JMST) | 0.5 | $6.7M | -19% | 131k | 50.94 |
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| Monster Beverage Corp CS (MNST) | 0.5 | $6.6M | 127k | 52.17 |
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| Berkshire Hathaway CS (BRK.B) | 0.5 | $6.6M | 14k | 460.24 |
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| Spdr Bloomberg Investment Grad Etf (FLRN) | 0.5 | $6.4M | +5% | 208k | 30.85 |
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| Amgen CS (AMGN) | 0.5 | $6.3M | -2% | 20k | 322.19 |
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| Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) | 0.5 | $6.2M | +4% | 40k | 153.62 |
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| Global X Video Games & Esports CS (HERO) | 0.4 | $6.0M | 246k | 24.34 |
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| Mcdonald's Corp CS (MCD) | 0.4 | $5.9M | +9% | 19k | 304.51 |
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| Ishares Core International Agg Etf (IAGG) | 0.4 | $5.8M | 113k | 51.82 |
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| American Tower Corp CS (AMT) | 0.4 | $5.7M | -3% | 25k | 232.56 |
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| Hershey Co/the CS (HSY) | 0.4 | $5.5M | 29k | 191.78 |
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| Walmart CS (WMT) | 0.4 | $5.2M | -5% | 64k | 80.75 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $4.8M | -4% | 22k | 220.92 |
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| Schwab U.s. Reit Etf Etf (SCHH) | 0.3 | $4.6M | 200k | 23.17 |
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| First Trust North American Ene Etf (EMLP) | 0.3 | $4.5M | 135k | 33.60 |
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| Utilities Select Sector Spdr F CS (XLU) | 0.3 | $4.4M | 55k | 80.79 |
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| Eli Lilly & Co CS (LLY) | 0.3 | $4.3M | 4.9k | 885.84 |
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| Global X Us Preferred Etf Etf (PFFD) | 0.3 | $4.3M | 208k | 20.78 |
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| Exxon Mobil Corp CS (XOM) | 0.3 | $4.0M | -13% | 34k | 117.23 |
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| Cme Group CS (CME) | 0.3 | $3.7M | +2% | 17k | 220.62 |
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| CRH CS (CRH) | 0.3 | $3.5M | +54% | 38k | 92.75 |
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| Graniteshares Bloomberg Commod Etf (COMB) | 0.2 | $3.3M | 163k | 20.49 |
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| Watsco CS (WSO) | 0.2 | $3.3M | -22% | 6.8k | 491.95 |
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| Welltower CS (WELL) | 0.2 | $3.3M | 26k | 128.02 |
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| Amplify Cybersecurity Etf CS (HACK) | 0.2 | $3.3M | -3% | 48k | 68.28 |
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| Medtronic CS (MDT) | 0.2 | $3.1M | -4% | 34k | 90.02 |
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| Goldman Sachs Group Inc/the CS (GS) | 0.2 | $3.1M | 6.2k | 495.13 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $2.9M | -3% | 5.1k | 576.91 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.2 | $2.9M | 136k | 21.01 |
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| Broadridge Financial Solutions CS (BR) | 0.2 | $2.8M | -3% | 13k | 215.06 |
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| Spdr Portfolio High Yield Bond Etf (SPHY) | 0.2 | $2.8M | +2% | 117k | 24.05 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.2 | $2.8M | -3% | 11k | 263.88 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $2.6M | -6% | 31k | 83.64 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.2 | $2.5M | -9% | 48k | 52.80 |
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| Discover Financial Services CS (DFS) | 0.2 | $2.4M | -14% | 17k | 140.29 |
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| Te Connectivity CS (TEL) | 0.2 | $2.4M | 16k | 149.61 |
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| Technology Select Sector Spdr CS (XLK) | 0.2 | $2.3M | 10k | 225.79 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.2 | $2.0M | -3% | 23k | 88.12 |
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| Adobe CS (ADBE) | 0.1 | $2.0M | -4% | 3.9k | 517.73 |
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| Corning CS (GLW) | 0.1 | $1.9M | 43k | 45.16 |
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| Sysco Corp CS (SYY) | 0.1 | $1.9M | -4% | 25k | 78.06 |
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| Automatic Data Processing CS (ADP) | 0.1 | $1.9M | -8% | 6.8k | 276.78 |
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| Nintendo CS (NTDOY) | 0.1 | $1.8M | 133k | 13.32 |
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| Schwab U.s. Large-cap Growth E Etf (SCHG) | 0.1 | $1.8M | 17k | 104.20 |
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| Spdr S&p Oil & Gas Exploration CS (XOP) | 0.1 | $1.7M | -5% | 13k | 131.50 |
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| Cintas Corp CS (CTAS) | 0.1 | $1.6M | +284% | 7.9k | 205.94 |
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| Abbott Laboratories CS (ABT) | 0.1 | $1.6M | -5% | 14k | 114.00 |
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| Invitation Homes CS (INVH) | 0.1 | $1.4M | 41k | 35.25 |
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| Vanguard Information Technolog Etf (VGT) | 0.1 | $1.4M | 2.4k | 586.34 |
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| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $1.4M | 22k | 63.01 |
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| Ishares Core Total Usd Bond Ma Etf (IUSB) | 0.1 | $1.4M | 30k | 47.11 |
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| Dow CS (DOW) | 0.1 | $1.4M | +8% | 25k | 54.65 |
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| Spdr Msci Emerging Markets Str Etf (QEMM) | 0.1 | $1.4M | -3% | 22k | 62.86 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.1 | $1.3M | 4.4k | 284.10 |
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| Invesco Qqq Trust Series 1 Etf (QQQ) | 0.1 | $1.2M | 2.6k | 488.08 |
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| Coca-cola Co/the CS (KO) | 0.1 | $1.2M | 17k | 71.85 |
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| Servicenow CS (NOW) | 0.1 | $1.2M | -10% | 1.4k | 894.39 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.1 | $1.2M | -15% | 25k | 47.86 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.1 | $1.2M | 3.1k | 375.32 |
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| Verisign CS (VRSN) | 0.1 | $1.2M | -17% | 6.1k | 189.98 |
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| Accenture CS (ACN) | 0.1 | $1.1M | -74% | 3.3k | 353.32 |
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| Vanguard Large-cap Etf Etf (VV) | 0.1 | $1.1M | 4.3k | 263.38 |
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| Vanguard Total Stock Market Et Etf (VTI) | 0.1 | $1.1M | -3% | 4.0k | 283.15 |
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| Texas Instruments CS (TXN) | 0.1 | $1.1M | 5.3k | 206.51 |
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| Rollins CS (ROL) | 0.1 | $1.1M | +9% | 22k | 50.59 |
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| Mondelez International CS (MDLZ) | 0.1 | $1.1M | -20% | 15k | 73.68 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $1.1M | -2% | 17k | 62.33 |
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| Financial Select Sector Spdr F CS (XLF) | 0.1 | $1.0M | 23k | 45.33 |
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| Communication Services Select CS (XLC) | 0.1 | $981k | -10% | 11k | 90.41 |
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| Lowe's Cos CS (LOW) | 0.1 | $979k | -6% | 3.6k | 270.82 |
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| Union Pacific Corp CS (UNP) | 0.1 | $926k | -2% | 3.8k | 246.60 |
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| Amphenol Corp CS (APH) | 0.1 | $875k | 13k | 65.18 |
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| International Business Machine CS (IBM) | 0.1 | $866k | -10% | 3.9k | 221.09 |
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| Yum! Brands CS (YUM) | 0.1 | $846k | -8% | 6.1k | 139.72 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.1 | $839k | 1.8k | 465.08 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $835k | 6.2k | 135.03 |
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| General Mills CS (GIS) | 0.1 | $798k | 11k | 73.81 |
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| Airbnb CS (ABNB) | 0.1 | $786k | -11% | 6.2k | 126.77 |
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| Cisco Systems CS (CSCO) | 0.1 | $781k | -2% | 15k | 53.22 |
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| Oracle Corp CS (ORCL) | 0.1 | $765k | -29% | 4.5k | 170.42 |
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| Ishares Msci Emerging Markets Etf (EEM) | 0.1 | $757k | -11% | 17k | 45.85 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $754k | 5.3k | 142.13 |
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| Ishares Russell Mid-cap Growth Etf (IWP) | 0.1 | $730k | +5% | 6.2k | 117.25 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $715k | 8.5k | 84.54 |
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| Westinghouse Air Brake Technol CS (WAB) | 0.1 | $715k | -4% | 3.9k | 181.80 |
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| Salesforce CS (CRM) | 0.1 | $691k | -3% | 2.5k | 273.77 |
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| Berkshire Hathaway CS (BRK.A) | 0.1 | $691k | 1.00 | 691000.00 |
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| General Electric CS (GE) | 0.1 | $689k | 3.7k | 188.51 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $687k | -12% | 2.8k | 243.10 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $681k | -4% | 3.4k | 198.02 |
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| Csx Corp CS (CSX) | 0.0 | $647k | 19k | 34.51 |
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| Ishares Msci Eafe Min Vol Fact Etf (EFAV) | 0.0 | $645k | -11% | 8.4k | 76.65 |
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| Caterpillar CS (CAT) | 0.0 | $642k | -10% | 1.6k | 391.22 |
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| Trane Technologies CS (TT) | 0.0 | $622k | -3% | 1.6k | 388.51 |
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| Colgate-palmolive CS (CL) | 0.0 | $610k | -6% | 5.9k | 103.88 |
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| Schwab Fundamental U.s. Large Etf (FNDX) | 0.0 | $602k | 8.4k | 71.78 |
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| Waste Management CS (WM) | 0.0 | $597k | 2.9k | 207.58 |
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| Archer-daniels-midland CS (ADM) | 0.0 | $567k | 9.5k | 59.70 |
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| Vanguard Esg Us Stock Etf Etf (ESGV) | 0.0 | $564k | +3% | 5.6k | 101.62 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $559k | 982.00 | 569.25 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $556k | -3% | 11k | 49.73 |
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| Eog Resources CS (EOG) | 0.0 | $549k | 4.5k | 122.98 |
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| Silvercrest Asset Management G CS (SAMG) | 0.0 | $546k | 32k | 17.25 |
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| Mastercard CS (MA) | 0.0 | $530k | 1.1k | 493.94 |
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| Vanguard Ftse All World Ex-us Etf (VSS) | 0.0 | $521k | 4.1k | 125.94 |
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| Wells Fargo & Co CS (WFC) | 0.0 | $514k | -4% | 9.1k | 56.44 |
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| Vanguard Communication Service Etf (VOX) | 0.0 | $512k | 3.5k | 145.33 |
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| Travelers Cos Inc/the CS (TRV) | 0.0 | $507k | 2.2k | 234.29 |
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| Rtx Corp CS (RTX) | 0.0 | $500k | 4.1k | 121.21 |
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| Valero Energy Corp CS (VLO) | 0.0 | $497k | -2% | 3.7k | 134.91 |
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| Vanguard Small-cap Etf Etf (VB) | 0.0 | $490k | 2.1k | 237.17 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $489k | -11% | 2.9k | 166.78 |
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| Intel Corp CS (INTC) | 0.0 | $488k | -2% | 21k | 23.44 |
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| Ishares Core S&p Small-cap Etf Etf (IJR) | 0.0 | $482k | -17% | 4.1k | 116.91 |
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| Starbucks Corp CS (SBUX) | 0.0 | $482k | -11% | 4.9k | 97.49 |
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| Schwab Fundamental Internation Etf (FNDF) | 0.0 | $476k | -4% | 13k | 37.34 |
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| Nxp Semiconductors Nv CS (NXPI) | 0.0 | $474k | -2% | 2.0k | 240.00 |
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| Chevron Corp CS (CVX) | 0.0 | $473k | -31% | 3.2k | 147.12 |
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| Goldman Sachs Just Us Large Ca Etf (JUST) | 0.0 | $469k | +2% | 5.7k | 81.88 |
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| Applied Materials CS (AMAT) | 0.0 | $468k | 2.3k | 202.25 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $454k | -3% | 860.00 | 527.91 |
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| Honeywell International CS (HON) | 0.0 | $445k | 2.2k | 206.69 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $443k | +71% | 4.1k | 108.63 |
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| Church & Dwight CS (CHD) | 0.0 | $441k | -2% | 4.2k | 104.65 |
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| Darden Restaurants CS (DRI) | 0.0 | $438k | 2.7k | 163.98 |
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| Ishares Esg Aware Msci Eafe Et Etf (ESGD) | 0.0 | $435k | 5.2k | 84.12 |
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| Ishares Msci Global Min Vol Fa Etf (ACWV) | 0.0 | $432k | 3.8k | 114.44 |
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| Rli Corp CS (RLI) | 0.0 | $413k | -6% | 2.7k | 154.97 |
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| Workday CS (WDAY) | 0.0 | $412k | -9% | 1.7k | 244.51 |
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| Nike CS (NKE) | 0.0 | $403k | 4.6k | 88.38 |
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| Illinois Tool Works CS (ITW) | 0.0 | $396k | 1.5k | 261.90 |
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| Deere & Co CS (DE) | 0.0 | $391k | -2% | 938.00 | 416.84 |
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| Southern Co/the CS (SO) | 0.0 | $381k | 4.2k | 90.28 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $376k | -12% | 4.8k | 78.06 |
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| Fortive Corp CS (FTV) | 0.0 | $376k | 4.8k | 78.91 |
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| Wec Energy Group CS (WEC) | 0.0 | $374k | 3.9k | 96.22 |
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| Schwab Us Broad Market Etf Etf (SCHB) | 0.0 | $369k | -7% | 5.5k | 66.55 |
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| Chubb CS (CB) | 0.0 | $364k | 1.3k | 288.43 |
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| Vanguard Small-cap Value Etf Etf (VBR) | 0.0 | $364k | 1.8k | 200.99 |
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| Verizon Communications CS (VZ) | 0.0 | $344k | 7.7k | 44.85 |
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| Schwab Fundamental U.s. Small Etf (FNDA) | 0.0 | $344k | -2% | 5.8k | 59.53 |
|
| Kimberly-clark Corp CS (KMB) | 0.0 | $340k | 2.4k | 142.32 |
|
|
| Ishares Russell Mid-cap Value Etf (IWS) | 0.0 | $324k | -2% | 2.4k | 132.41 |
|
| Vanguard Value Etf Etf (VTV) | 0.0 | $322k | -2% | 1.8k | 174.53 |
|
| Schwab Emerging Markets Equity Etf (SCHE) | 0.0 | $320k | 11k | 29.22 |
|
|
| First Trust Nasdaq Clean Edge Etf (QCLN) | 0.0 | $315k | 8.8k | 35.95 |
|
|
| 3M CS (MMM) | 0.0 | $315k | -7% | 2.3k | 136.90 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $314k | -2% | 819.00 | 383.39 |
|
| Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $312k | 2.4k | 128.03 |
|
|
| Ishares Core S&p U.s. Value Et Etf (IUSV) | 0.0 | $307k | -16% | 3.2k | 95.58 |
|
| Invesco Financial Preferred Et Etf (PGF) | 0.0 | $306k | -5% | 20k | 15.65 |
|
| Ishares U.s. Energy Etf Etf (IYE) | 0.0 | $303k | 6.5k | 46.34 |
|
|
| Spdr Gold Minishares Trust Etf (GLDM) | 0.0 | $299k | -11% | 5.7k | 52.15 |
|
| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.0 | $297k | 1.7k | 178.92 |
|
|
| Ford Motor CS (F) | 0.0 | $297k | -16% | 28k | 10.56 |
|
| Pfizer CS (PFE) | 0.0 | $288k | -16% | 9.9k | 28.98 |
|
| Tesla CS (TSLA) | 0.0 | $288k | -37% | 1.1k | 262.06 |
|
| Consumer Staples Select Sector CS (XLP) | 0.0 | $286k | +5% | 3.4k | 83.09 |
|
| Yum China Holdings CS (YUMC) | 0.0 | $283k | -3% | 6.3k | 45.06 |
|
| At&t CS (T) | 0.0 | $282k | 13k | 22.01 |
|
|
| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.0 | $279k | 3.4k | 83.16 |
|
|
| Nucor Corp CS (NUE) | 0.0 | $278k | 1.9k | 150.27 |
|
|
| Becton Dickinson & Co CS (BDX) | 0.0 | $278k | 1.2k | 241.53 |
|
|
| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.0 | $267k | -8% | 632.00 | 422.47 |
|
| Comcast Corp CS (CMCSA) | 0.0 | $266k | -4% | 6.4k | 41.74 |
|
| Dr Horton CS (DHI) | 0.0 | $262k | -17% | 1.4k | 190.96 |
|
| Novo Nordisk A/s CS (NVO) | 0.0 | $261k | 2.2k | 119.07 |
|
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $253k | -3% | 1.3k | 197.19 |
|
| Nextera Energy CS (NEE) | 0.0 | $253k | -4% | 3.0k | 84.59 |
|
| Air Products And Chemicals CS (APD) | 0.0 | $253k | 851.00 | 297.30 |
|
|
| Boeing Co/the CS (BA) | 0.0 | $252k | -10% | 1.7k | 152.27 |
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $248k | -8% | 2.7k | 91.38 |
|
| T-mobile Us CS (TMUS) | 0.0 | $247k | 1.2k | 206.52 |
|
|
| Unilever CS (UNLYF) | 0.0 | $247k | 3.9k | 63.27 |
|
|
| Edwards Lifesciences Corp CS (EW) | 0.0 | $243k | -30% | 3.7k | 65.94 |
|
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $242k | -14% | 3.4k | 71.85 |
|
| Novartis CS (NVS) | 0.0 | $235k | -2% | 2.0k | 114.80 |
|
| Proshares Trust S&p 500 Ex-ene Etf (SPXE) | 0.0 | $233k | 3.8k | 61.97 |
|
|
| Ametek CS (AME) | 0.0 | $232k | 1.4k | 171.85 |
|
|
| Us Diversified Real Estate Etf Etf (PPTY) | 0.0 | $232k | 6.8k | 34.34 |
|
|
| Materials Select Sector Spdr F CS (XLB) | 0.0 | $228k | -17% | 2.4k | 96.53 |
|
| Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) | 0.0 | $223k | 2.8k | 79.56 |
|
|
| Marsh & Mclennan Cos CS (MMC) | 0.0 | $218k | 975.00 | 223.59 |
|
|
| Spdr Euro Stoxx 50 Etf Etf (FEZ) | 0.0 | $213k | -20% | 4.0k | 53.25 |
|
| Schwab Fundamental Emerging Ma Etf (FNDE) | 0.0 | $208k | NEW | 6.5k | 32.24 |
|
| Vanguard Esg International Sto Etf (VSGX) | 0.0 | $208k | NEW | 3.4k | 61.50 |
|
| Cvs Health Corp CS (CVS) | 0.0 | $207k | -20% | 3.3k | 62.88 |
|
| Davide Campari-milano Nv CS (DVDCF) | 0.0 | $177k | 21k | 8.54 |
|
|
| Clifton Mining CS (CFTN) | 0.0 | $1.0k | 25k | 0.04 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- 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
- 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