Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GSLC, SCHX, MSFT, GOOG, and represent 18.76% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: GFS (+$12M), SPGI (+$9.7M), SOLV, NFLX, SPIB, SPAB, NOW, LLY, MSFT, QXO.
- Started 9 new stock positions in CBT, CARR, MRVL, SATS, SPGI, GPIX, IGV, AME, GFS.
- Reduced shares in these 10 stocks: AJG (-$13M), HD (-$9.4M), INTU (-$6.6M), ROP (-$6.1M), MU (-$5.0M), LMT, , NOC, XLE, AAPL.
- Sold out of its positions in FPX, AJG, GIS, MDB, RLI, MDYV, UBER, VSGX, VOX, ZTS.
- Appleton Partners was a net seller of stock by $-26M.
- Appleton Partners has $1.4B in assets under management (AUM), dropping by -5.56%.
- Central Index Key (CIK): 0001055290
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Portfolio Holdings for Appleton Partners
Appleton Partners holds 262 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple CS (AAPL) | 6.0 | $85M | 337k | 253.79 |
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| Goldman Sachs Etf Tr Activebet Etf (GSLC) | 3.7 | $53M | 420k | 125.13 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.3 | $47M | 1.8M | 25.64 |
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| Microsoft Corp CS (MSFT) | 3.1 | $44M | 119k | 370.17 |
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| Alphabet Inc Cap Stk Cl C CS (GOOG) | 2.7 | $39M | 137k | 286.86 |
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| Amazon CS (AMZN) | 2.6 | $37M | 180k | 208.27 |
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| Jpmorgan Chase & Co CS (JPM) | 2.6 | $37M | 127k | 294.16 |
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| Broadcom CS (AVGO) | 2.6 | $37M | 119k | 309.51 |
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| Ge Vernova CS (GEV) | 2.6 | $37M | -3% | 42k | 872.91 |
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| Micron Technology CS (MU) | 2.4 | $35M | -12% | 103k | 337.84 |
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| Select Sector Spdr Tr State St CS (XLE) | 2.2 | $32M | -4% | 520k | 61.26 |
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| Morgan Stanley CS (MS) | 1.7 | $25M | 150k | 164.57 |
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| Visa Inc Com Cl A CS (V) | 1.7 | $24M | 80k | 302.24 |
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| J P Morgan Exchange Traded Etf (JPST) | 1.6 | $23M | -5% | 455k | 50.61 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.5 | $21M | 866k | 24.75 |
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| Meta Platforms Inc Cl A CS (META) | 1.4 | $19M | 34k | 572.13 |
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| Goldman Sachs Etf Tr Activebet Etf (GSIE) | 1.3 | $19M | 446k | 43.13 |
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| Welltower CS (WELL) | 1.3 | $19M | +2% | 95k | 197.71 |
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| Ishares Inc Core Msci Emkt Etf (IEMG) | 1.3 | $19M | 267k | 69.75 |
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| Netflix CS (NFLX) | 1.3 | $18M | +12% | 191k | 96.15 |
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| Eli Lilly & Co CS (LLY) | 1.2 | $18M | +5% | 19k | 919.76 |
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| Intercontinental Exchange CS (ICE) | 1.1 | $16M | 100k | 157.28 |
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| Berkshire Hathaway CS (BRK.B) | 1.1 | $15M | -3% | 32k | 479.20 |
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| Curtiss Wright Corp CS (CW) | 1.1 | $15M | 22k | 681.11 |
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| Nvidia Corporation CS (NVDA) | 1.0 | $15M | 86k | 174.40 |
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| J P Morgan Exchange Traded Etf (JEPI) | 1.0 | $15M | 259k | 56.68 |
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| Spdr Series Trust State Street Etf (FLRN) | 1.0 | $14M | -6% | 448k | 30.78 |
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| Alphabet Inc Cap Stk Cl A CS (GOOGL) | 0.9 | $13M | -6% | 47k | 287.56 |
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| Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.9 | $13M | -2% | 20k | 650.32 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $13M | 439k | 29.08 |
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| Qxo CS (QXO) | 0.9 | $13M | +5% | 649k | 19.42 |
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| Ishares Tr Ishares Biotech CS (IBB) | 0.9 | $13M | 74k | 168.86 |
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| Home Depot CS (HD) | 0.8 | $12M | -43% | 36k | 328.89 |
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| Globalfoundries Inc Ordinary S CS (GFS) | 0.8 | $12M | NEW | 269k | 44.48 |
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| Blackstone CS (BX) | 0.8 | $12M | +3% | 102k | 114.99 |
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| Spdr Series Trust State Street Etf (SPIB) | 0.8 | $11M | +11% | 341k | 33.54 |
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| Johnson & Johnson CS (JNJ) | 0.8 | $11M | 47k | 244.45 |
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| Unitedhealth Group CS (UNH) | 0.8 | $11M | -2% | 42k | 270.58 |
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| Sherwin Williams CS (SHW) | 0.8 | $11M | 35k | 320.55 |
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| Danaher Corp Del CS (DHR) | 0.8 | $11M | +2% | 57k | 189.60 |
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| Cadence Design Systems CS (CDNS) | 0.8 | $11M | 39k | 277.87 |
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| J P Morgan Exchange Traded Etf (JPME) | 0.7 | $11M | 93k | 114.53 |
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| First Tr Exchange-traded Fd Ii CS (CIBR) | 0.7 | $10M | 164k | 62.68 |
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| Booking Holdings CS (BKNG) | 0.7 | $10M | +2% | 2.4k | 4210.40 |
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| Kratos Defense & Security Solu CS (KTOS) | 0.7 | $10M | -2% | 144k | 70.51 |
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| Stryker Corporation CS (SYK) | 0.7 | $10M | 31k | 328.60 |
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| J P Morgan Exchange Traded Etf (JPSE) | 0.7 | $10M | 191k | 52.43 |
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| Vulcan Matls CS (VMC) | 0.7 | $9.8M | 36k | 272.29 |
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| Spdr Series Trust State Street Etf (SPAB) | 0.7 | $9.8M | +13% | 382k | 25.62 |
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| S&p Global CS (SPGI) | 0.7 | $9.7M | NEW | 23k | 425.35 |
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| Evercore Inc Class A CS (EVR) | 0.7 | $9.5M | +3% | 32k | 298.51 |
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| Republic Svcs CS (RSG) | 0.7 | $9.5M | 43k | 219.01 |
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| Costco Whsl Corp CS (COST) | 0.7 | $9.4M | -7% | 9.4k | 996.49 |
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| Solventum Corp CS (SOLV) | 0.6 | $9.3M | +60% | 142k | 65.30 |
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| Monster Beverage Corp CS (MNST) | 0.6 | $8.9M | 123k | 72.46 |
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| Disney Walt CS (DIS) | 0.6 | $8.9M | 92k | 96.38 |
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| Procter And Gamble CS (PG) | 0.6 | $8.7M | 61k | 144.43 |
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| Verisk Analytics CS (VRSK) | 0.6 | $8.6M | -4% | 45k | 189.76 |
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| Waste Connections CS (WCN) | 0.6 | $8.4M | 52k | 162.45 |
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| Walmart CS (WMT) | 0.5 | $7.7M | -3% | 62k | 124.28 |
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| Abbvie CS (ABBV) | 0.5 | $7.6M | +2% | 35k | 217.50 |
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| Ishares Tr Core Intl Aggr Etf (IAGG) | 0.5 | $7.2M | +5% | 144k | 50.04 |
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| Tjx Cos CS (TJX) | 0.5 | $7.1M | -2% | 45k | 159.70 |
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| Pepsico CS (PEP) | 0.5 | $7.1M | -2% | 46k | 155.29 |
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| Spotify Technology Sa CS (SPOT) | 0.5 | $6.9M | 14k | 484.89 |
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| Thermo Fisher Scientific Inc C CS (TMO) | 0.5 | $6.7M | -8% | 14k | 491.49 |
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| Servicenow CS (NOW) | 0.5 | $6.7M | +18% | 64k | 104.55 |
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| Autodesk CS (ADSK) | 0.5 | $6.7M | 28k | 239.39 |
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| J P Morgan Exchange Traded Etf (JMST) | 0.4 | $6.4M | +5% | 126k | 50.98 |
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| Select Sector Spdr Tr State St CS (XLU) | 0.4 | $5.9M | 129k | 45.89 |
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| Palo Alto Networks CS (PANW) | 0.4 | $5.7M | -2% | 35k | 160.32 |
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| First Tr Exchange-traded Fd Iv Etf (EMLP) | 0.4 | $5.6M | 129k | 43.66 |
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| Mcdonalds Corp CS (MCD) | 0.4 | $5.2M | -4% | 17k | 310.81 |
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| Exxon Mobil Corp CS (XOM) | 0.4 | $5.1M | -4% | 30k | 169.67 |
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| Schwab Strategic Tr Us Reit Et Etf (SCHH) | 0.3 | $4.9M | +2% | 229k | 21.49 |
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| Hershey CS (HSY) | 0.3 | $4.9M | +8% | 24k | 207.90 |
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| Cme Group CS (CME) | 0.3 | $4.8M | 16k | 295.37 |
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| Graniteshares Etf Tr Bbg Commd Etf (COMB) | 0.3 | $4.7M | 179k | 26.27 |
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| Ishares Tr Russell 2000 Etf Etf (IWM) | 0.3 | $4.5M | 18k | 247.97 |
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| Goldman Sachs Group CS (GS) | 0.3 | $4.3M | 5.1k | 845.96 |
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| Corning CS (GLW) | 0.3 | $4.2M | -6% | 31k | 135.96 |
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| First Tr Exch Traded Fd Iii Pf Etf (FPE) | 0.3 | $4.2M | +15% | 235k | 17.75 |
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| Quest Diagnostics CS (DGX) | 0.3 | $4.1M | 21k | 195.98 |
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| Lvmh Moet Hennessy Louis CS (LVMUY) | 0.3 | $4.1M | +2% | 39k | 106.71 |
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| Constellation Software CS (CNSWF) | 0.3 | $4.0M | -8% | 2.3k | 1759.23 |
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| Intuit CS (INTU) | 0.2 | $3.5M | -65% | 8.2k | 432.37 |
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| Crh Plc Ord CS (CRH) | 0.2 | $3.5M | 33k | 105.13 |
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| Honeywell Intl CS (HON) | 0.2 | $3.5M | 16k | 226.02 |
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| American Tower Corp CS (AMT) | 0.2 | $3.4M | -4% | 20k | 172.59 |
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| Ishares Tr Core S&p500 Etf Etf (IVV) | 0.2 | $3.4M | 5.2k | 653.23 |
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| Spdr Series Trust State Street Etf (SPHY) | 0.2 | $3.4M | +4% | 145k | 23.32 |
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| Amplify Etf Tr Amplify Cyberse CS (HACK) | 0.2 | $3.3M | -3% | 44k | 75.10 |
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| Invesco Exchange-traded Fd Tr Etf (BKLN) | 0.2 | $3.3M | +3% | 162k | 20.41 |
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| Te Connectivity Plc Ord CS (TEL) | 0.2 | $3.1M | 15k | 209.03 |
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| Select Sector Spdr Tr State St CS (XLK) | 0.2 | $3.1M | -6% | 24k | 132.90 |
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| Air Prods & Chems CS (APD) | 0.2 | $3.0M | +18% | 11k | 290.48 |
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| Rollins CS (ROL) | 0.2 | $3.0M | 57k | 53.41 |
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| Ishares Tr Msci Eafe Etf Etf (EFA) | 0.2 | $2.9M | 30k | 97.14 |
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| Medtronic CS (MDT) | 0.2 | $2.8M | 32k | 86.66 |
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| Capital One Finl Corp CS (COF) | 0.2 | $2.7M | -4% | 15k | 182.41 |
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| Cintas Corp CS (CTAS) | 0.2 | $2.6M | +3% | 16k | 169.16 |
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| Vanguard Tax-managed Fds Van F Etf (VEA) | 0.2 | $2.5M | -2% | 40k | 64.08 |
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| Equinix CS (EQIX) | 0.2 | $2.4M | 2.4k | 980.39 |
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| Nintendo Ltd Unspon Ads CS (NTDOY) | 0.2 | $2.2M | +27% | 163k | 13.79 |
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| Watsco CS (WSO) | 0.2 | $2.2M | -2% | 6.0k | 363.73 |
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| Ishares Tr Rus Mid Cap Etf Etf (IWR) | 0.1 | $2.1M | 22k | 97.23 |
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| Sysco Corp CS (SYY) | 0.1 | $2.1M | 29k | 71.32 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $2.0M | 69k | 29.13 |
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| Broadridge Finl Solutions CS (BR) | 0.1 | $2.0M | 12k | 162.48 |
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| Northrop Grumman Corp CS (NOC) | 0.1 | $1.8M | -50% | 2.7k | 682.07 |
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| Bank America Corp CS (BAC) | 0.1 | $1.8M | -2% | 38k | 48.75 |
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| Amgen CS (AMGN) | 0.1 | $1.8M | -4% | 5.1k | 351.83 |
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| Spdr Gold Tr Gold Etf (GLD) | 0.1 | $1.8M | 4.1k | 430.18 |
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| Nike Inc Cl B CS (NKE) | 0.1 | $1.7M | 33k | 52.83 |
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| Automatic Data Processing CS (ADP) | 0.1 | $1.6M | -3% | 7.8k | 203.13 |
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| Cisco Sys CS (CSCO) | 0.1 | $1.6M | 20k | 77.61 |
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| Vanguard Index Fds Mid Cap Etf Etf (VO) | 0.1 | $1.5M | 5.4k | 287.15 |
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| Dupont De Nemours CS (DD) | 0.1 | $1.5M | +2% | 33k | 45.79 |
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| Roper Technologies CS (ROP) | 0.1 | $1.5M | -80% | 4.1k | 353.79 |
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| Vanguard Intl Equity Index Fds Etf (VEU) | 0.1 | $1.5M | -2% | 20k | 75.11 |
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| Ishares Tr Rus 2000 Grw Etf Etf (IWO) | 0.1 | $1.4M | 4.6k | 313.70 |
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| Spdr Series Trust State Street CS (XOP) | 0.1 | $1.4M | -7% | 7.9k | 181.86 |
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| Amphenol Corp New Cl A CS (APH) | 0.1 | $1.4M | -3% | 11k | 126.38 |
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| Abbott Labs CS (ABT) | 0.1 | $1.4M | 14k | 102.70 |
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| Select Sector Spdr Tr State St CS (XLF) | 0.1 | $1.4M | 28k | 49.36 |
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| Invesco Qqq Tr Unit Ser 1 Etf (QQQ) | 0.1 | $1.4M | 2.4k | 577.07 |
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| Ishares Tr Rus 1000 Grw Etf Etf (IWF) | 0.1 | $1.4M | 3.3k | 426.55 |
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| Houlihan Lokey Inc Cl A CS (HLI) | 0.1 | $1.4M | -15% | 9.6k | 143.63 |
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| Caterpillar CS (CAT) | 0.1 | $1.3M | 1.9k | 708.40 |
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| Vanguard Index Fds Large Cap E Etf (VV) | 0.1 | $1.3M | -5% | 4.4k | 298.89 |
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| Lockheed Martin Corp CS (LMT) | 0.1 | $1.3M | -66% | 2.1k | 604.56 |
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| Vanguard Index Fds Total Stk M Etf (VTI) | 0.1 | $1.2M | -5% | 3.8k | 320.86 |
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| Vanguard Intl Equity Index Fds Etf (VWO) | 0.1 | $1.2M | 23k | 54.04 |
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| Select Sector Spdr Tr State St CS (XLC) | 0.1 | $1.1M | -11% | 10k | 110.88 |
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| Ge Aerospace CS (GE) | 0.1 | $1.1M | 3.9k | 283.79 |
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| Mid-amer Apt Cmntys CS (MAA) | 0.1 | $1.1M | +21% | 8.9k | 122.10 |
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| Rtx Corporation CS (RTX) | 0.1 | $1.1M | +17% | 5.5k | 192.89 |
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| Ishares Tr Core S&p Mcp Etf Etf (IJH) | 0.1 | $1.1M | 16k | 67.53 |
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| Verisign CS (VRSN) | 0.1 | $1.1M | -3% | 4.3k | 248.30 |
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| Comcast Corp New Cl A CS (CMCSA) | 0.1 | $1.0M | +6% | 36k | 28.72 |
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| Vanguard World Fd Inf Tech Etf Etf (VGT) | 0.1 | $1.0M | -2% | 1.5k | 697.95 |
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| Ishares Tr Msci Emg Mkt Etf Etf (EEM) | 0.1 | $945k | 17k | 56.80 |
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| Ishares Tr Select Divid Etf Etf (DVY) | 0.1 | $936k | 6.2k | 151.36 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $916k | 10k | 88.14 |
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| Wabtec CS (WAB) | 0.1 | $911k | 3.6k | 249.86 |
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| Vanguard Specialized Funds Div Etf (VIG) | 0.1 | $902k | 4.2k | 215.02 |
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| Coca Cola CS (KO) | 0.1 | $880k | -4% | 12k | 76.03 |
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| Ishares Tr Rus Md Cp Gr Etf Etf (IWP) | 0.1 | $855k | 6.7k | 128.15 |
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| Csx Corp CS (CSX) | 0.1 | $841k | 21k | 41.07 |
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| Vanguard Index Fds S&p 500 Etf Etf (VOO) | 0.1 | $828k | +5% | 1.4k | 597.40 |
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| Texas Instrs CS (TXN) | 0.1 | $827k | -2% | 4.3k | 194.22 |
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| Spdr S&p Midcap 400 Etf Tr Uts Etf (MDY) | 0.1 | $802k | 1.3k | 616.92 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.1 | $799k | 1.8k | 446.62 |
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| Spdr Index Shs Fds Msci Emrg M Etf (QEMM) | 0.1 | $797k | -3% | 12k | 69.31 |
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| Global X Fds Us Pfd Etf Etf (PFFD) | 0.1 | $778k | -23% | 42k | 18.39 |
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| Ishares Tr Core Univrsl Usd Etf (IUSB) | 0.1 | $771k | 17k | 46.20 |
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| Merck & Co CS (MRK) | 0.1 | $766k | -12% | 6.4k | 120.29 |
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| Oracle Corp CS (ORCL) | 0.1 | $764k | -15% | 5.2k | 147.12 |
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| Trane Technologies CS (TT) | 0.1 | $758k | +3% | 1.8k | 416.94 |
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| Schwab Strategic Tr Fundamenta Etf (FNDX) | 0.1 | $752k | -7% | 27k | 27.85 |
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| Valero Energy Corp CS (VLO) | 0.1 | $750k | -3% | 3.0k | 247.20 |
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| Wells Fargo CS (WFC) | 0.1 | $747k | -12% | 9.4k | 79.66 |
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| Union Pac Corp CS (UNP) | 0.1 | $726k | -2% | 3.0k | 242.57 |
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| International Business Machs C CS (IBM) | 0.1 | $725k | 3.0k | 242.23 |
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| World Gold Tr Spdr Gld Minis Etf (GLDM) | 0.1 | $723k | +2% | 7.8k | 92.66 |
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| Berkshire Hathaway CS (BRK.A) | 0.1 | $718k | 1.00 | 718000.00 |
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| Schwab Strategic Tr Fundamenta Etf (FNDF) | 0.0 | $700k | -2% | 14k | 48.95 |
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| Schwab Strategic Tr Us Dividen Etf (SCHD) | 0.0 | $696k | 23k | 30.69 |
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| Spdr Series Trust State Street Etf (SDY) | 0.0 | $688k | -19% | 4.7k | 145.92 |
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| Archer Daniels Midland CS (ADM) | 0.0 | $675k | 9.3k | 72.72 |
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| Deere & Co CS (DE) | 0.0 | $674k | -3% | 1.2k | 563.55 |
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| Chubb CS (CB) | 0.0 | $627k | 1.9k | 325.88 |
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| Intel Corp CS (INTC) | 0.0 | $626k | -13% | 14k | 44.11 |
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| 3M CS (MMM) | 0.0 | $603k | 4.2k | 145.20 |
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| Spdr Dow Jones Indl Average Et Etf (DIA) | 0.0 | $597k | 1.3k | 463.15 |
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| Ishares Tr Msci Eafe Min Vl Etf (EFAV) | 0.0 | $586k | 6.4k | 91.38 |
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| Adobe CS (ADBE) | 0.0 | $585k | -28% | 2.4k | 243.14 |
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| Waste Mgmt Inc Del CS (WM) | 0.0 | $581k | 2.5k | 229.83 |
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| Vanguard World Fd Esg Us Stk E Etf (ESGV) | 0.0 | $567k | 5.1k | 112.23 |
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| Travelers Companies CS (TRV) | 0.0 | $555k | -9% | 1.9k | 291.49 |
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| Vanguard Index Fds Small Cp Et Etf (VB) | 0.0 | $549k | 2.1k | 262.05 |
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| Chevron Corp CS (CVX) | 0.0 | $544k | 2.6k | 206.77 |
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| Yum Brands CS (YUM) | 0.0 | $541k | -2% | 3.5k | 155.46 |
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| Aflac CS (AFL) | 0.0 | $534k | 4.9k | 109.81 |
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| Ishares Tr Core Msci Eafe Etf (IEFA) | 0.0 | $510k | +2% | 5.6k | 90.49 |
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| Ishares Expanded Tech-software Etf (IGV) | 0.0 | $508k | NEW | 6.3k | 80.13 |
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| Ishares Tr Core S&p Scp Etf Etf (IJR) | 0.0 | $506k | 4.1k | 124.29 |
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| Ishares Tr Rus 2000 Val Etf Etf (IWN) | 0.0 | $503k | 2.7k | 189.53 |
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| Starbucks Corp CS (SBUX) | 0.0 | $486k | -4% | 5.4k | 89.50 |
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| Illinois Tool Wks CS (ITW) | 0.0 | $479k | 1.8k | 260.33 |
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| Eog Res CS (EOG) | 0.0 | $475k | 3.3k | 144.60 |
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| At&t CS (T) | 0.0 | $463k | -15% | 16k | 28.97 |
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| Goldman Sachs Etf Tr Just Us L Etf (JUST) | 0.0 | $452k | 4.9k | 92.47 |
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| Wec Energy Group CS (WEC) | 0.0 | $441k | 3.8k | 115.87 |
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| Mondelez Intl Inc Cl A CS (MDLZ) | 0.0 | $430k | -27% | 7.5k | 57.68 |
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| Ishares Tr Rus Mdcp Val Etf Etf (IWS) | 0.0 | $429k | 2.9k | 145.62 |
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| Ishares Inc Msci Gbl Min Vol Etf (ACWV) | 0.0 | $427k | 3.6k | 119.44 |
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| The Cigna Group CS (CI) | 0.0 | $425k | 1.6k | 266.96 |
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| Church & Dwight CS (CHD) | 0.0 | $425k | 4.6k | 93.26 |
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| Silvercrest Asset Mgmt Group I CS (SAMG) | 0.0 | $425k | 32k | 13.43 |
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| Ishares Tr Esg Aw Msci Eafe Etf (ESGD) | 0.0 | $419k | -5% | 4.4k | 95.53 |
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| T-mobile Us CS (TMUS) | 0.0 | $418k | 2.0k | 210.26 |
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| Verizon Communications CS (VZ) | 0.0 | $407k | -24% | 8.1k | 50.14 |
|
| Select Sector Spdr Tr State St CS (XLP) | 0.0 | $405k | -8% | 4.9k | 82.02 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $404k | +3% | 12k | 32.92 |
|
| Progressive Corp CS (PGR) | 0.0 | $395k | 2.0k | 198.39 |
|
|
| Ishares Tr U.s. Energy Etf Etf (IYE) | 0.0 | $394k | 6.1k | 64.71 |
|
|
| Vanguard Index Fds Growth Etf Etf (VUG) | 0.0 | $393k | 899.00 | 437.15 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $393k | -2% | 16k | 25.10 |
|
| Oreilly Automotive CS (ORLY) | 0.0 | $382k | 4.1k | 92.29 |
|
|
| Vanguard Index Fds Value Etf Etf (VTV) | 0.0 | $377k | 1.9k | 196.35 |
|
|
| Schwab Strategic Tr Fundamenta Etf (FNDA) | 0.0 | $376k | 12k | 32.43 |
|
|
| Salesforce CS (CRM) | 0.0 | $366k | -3% | 2.0k | 186.73 |
|
| Nextera Energy CS (NEE) | 0.0 | $364k | -2% | 3.9k | 93.00 |
|
| J P Morgan Exchange Traded Etf (JEPQ) | 0.0 | $352k | +16% | 6.3k | 55.52 |
|
| Ishares Tr Rus 1000 Val Etf Etf (IWD) | 0.0 | $350k | 1.6k | 213.54 |
|
|
| Boeing CS (BA) | 0.0 | $349k | 1.8k | 198.97 |
|
|
| Vanguard Index Fds Sm Cp Val E Etf (VBR) | 0.0 | $346k | 1.6k | 217.47 |
|
|
| Qnity Electronics Inc Common S CS (Q) | 0.0 | $346k | -20% | 3.0k | 115.49 |
|
| Vanguard Whitehall Fds High Di Etf (VYM) | 0.0 | $345k | 2.3k | 148.07 |
|
|
| Accenture Plc Ireland Shs Clas CS (ACN) | 0.0 | $345k | -37% | 1.7k | 198.28 |
|
| Echostar Corp Cl A CS (SATS) | 0.0 | $344k | NEW | 2.9k | 116.97 |
|
| Ishares Tr Core S&p Ttl Stk Etf (ITOT) | 0.0 | $335k | -9% | 2.4k | 142.31 |
|
| Vanguard Intl Equity Index Fds Etf (VSS) | 0.0 | $330k | -39% | 2.3k | 145.70 |
|
| Southern CS (SO) | 0.0 | $326k | 3.4k | 96.59 |
|
|
| Ishares Inc Msci Emerg Mrkt Etf (EEMV) | 0.0 | $323k | 5.0k | 64.77 |
|
|
| Nucor Corp CS (NUE) | 0.0 | $321k | 1.9k | 169.21 |
|
|
| Carrier Global Corporation CS (CARR) | 0.0 | $317k | NEW | 5.6k | 56.27 |
|
| Brookfield Corp Cl A Ltd Vt Sh CS (BN) | 0.0 | $316k | 7.8k | 40.47 |
|
|
| Global X Fds Vdeo Gam Esprt CS (HERO) | 0.0 | $313k | 12k | 25.75 |
|
|
| Invesco Exchange Traded Fd Tr Etf (RSP) | 0.0 | $311k | +5% | 1.6k | 191.98 |
|
| Corteva CS (CTVA) | 0.0 | $309k | 3.7k | 83.67 |
|
|
| Colgate Palmolive CS (CL) | 0.0 | $306k | -11% | 3.6k | 85.33 |
|
| Ishares Tr S&p 500 Val Etf Etf (IVE) | 0.0 | $304k | 1.4k | 211.11 |
|
|
| Vanguard World Fd Health Car E Etf (VHT) | 0.0 | $299k | +5% | 1.1k | 272.07 |
|
| Tesla CS (TSLA) | 0.0 | $293k | -8% | 787.00 | 372.30 |
|
| Darden Restaurants CS (DRI) | 0.0 | $289k | -25% | 1.5k | 195.80 |
|
| Shell Plc Spon Ads CS (SHEL) | 0.0 | $287k | 3.1k | 93.00 |
|
|
| Fidelity Wise Origin Bitcoin F Etf (FBTC) | 0.0 | $287k | +7% | 4.9k | 58.94 |
|
| Profesionally Managed Portfoli Etf (AKRE) | 0.0 | $278k | 5.3k | 52.94 |
|
|
| Schwab Strategic Tr Fundamenta Etf (FNDE) | 0.0 | $277k | 7.3k | 38.20 |
|
|
| Ford Mtr CS (F) | 0.0 | $260k | -2% | 23k | 11.55 |
|
| Wisdomtree Tr Us Midcap Divid Etf (DON) | 0.0 | $246k | 4.7k | 52.46 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $243k | 7.8k | 30.98 |
|
|
| Nvent Electric CS (NVT) | 0.0 | $242k | -3% | 2.0k | 118.34 |
|
| Fortive Corp CS (FTV) | 0.0 | $241k | -4% | 4.4k | 55.21 |
|
| Select Sector Spdr Tr State St CS (XLB) | 0.0 | $241k | +8% | 4.8k | 49.96 |
|
| Yum China Hldgs CS (YUMC) | 0.0 | $235k | 4.8k | 48.86 |
|
|
| Pfizer CS (PFE) | 0.0 | $226k | -3% | 8.1k | 28.07 |
|
| Lowes Cos CS (LOW) | 0.0 | $225k | 954.00 | 235.85 |
|
|
| Expedia Group CS (EXPE) | 0.0 | $224k | -2% | 970.00 | 230.93 |
|
| Goldman Sachs Etf Tr S&p 500 P Etf (GPIX) | 0.0 | $223k | NEW | 4.5k | 50.11 |
|
| Cabot Corp CS (CBT) | 0.0 | $223k | NEW | 3.0k | 75.26 |
|
| Vanguard Intl Equity Index Fds Etf (VGK) | 0.0 | $221k | +9% | 2.7k | 82.31 |
|
| Proshares Tr Sp500 Ex Enrgy Etf (SPXE) | 0.0 | $217k | -6% | 3.1k | 69.64 |
|
| Northern Tr Corp CS (NTRS) | 0.0 | $215k | 1.5k | 139.61 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $214k | 7.0k | 30.44 |
|
|
| Invesco Exch Traded Fd Tr Ii S Etf (SPLV) | 0.0 | $209k | 2.9k | 73.00 |
|
|
| Aon Plc Shs Cl A CS (AON) | 0.0 | $208k | 645.00 | 322.48 |
|
|
| Ametek CS (AME) | 0.0 | $207k | NEW | 967.00 | 214.06 |
|
| Marvell Technology CS (MRVL) | 0.0 | $201k | NEW | 2.0k | 98.87 |
|
| Clifton Mng CS (CFTN) | 0.0 | $4.0k | 25k | 0.16 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- Appleton Partners 2026 Q1 filed April 28, 2026
- 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