Appleton Partners

Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:

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Portfolio Holdings for Appleton Partners

Appleton Partners holds 295 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 5.7 $61M 467k 129.93
Jpmorgan Ultra-short Income Et Etf (JPST) 5.0 $53M +9% 1.1M 50.13
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.5 $37M 483k 76.13
Microsoft Corp CS (MSFT) 2.9 $31M 129k 239.82
Schwab Us Large-cap Etf Etf (SCHX) 2.8 $30M 659k 45.15
Home Depot Inc/the CS (HD) 2.4 $26M -2% 81k 315.86
Thermo Fisher Scientific CS (TMO) 2.4 $25M 45k 550.69
Visa CS (V) 2.3 $24M 115k 207.76
Jpmorgan Chase & Co CS (JPM) 2.2 $23M 174k 134.10
Amazon.com CS (AMZN) 1.7 $18M 210k 84.00
Lockheed Martin Corp CS (LMT) 1.6 $16M +4% 34k 486.48
Unitedhealth Group CS (UNH) 1.5 $16M +7% 30k 530.17
Energy Select Sector Spdr Fund CS (XLE) 1.5 $15M +8% 176k 87.47
Alphabet CS (GOOG) 1.3 $14M 160k 88.73

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Zoetis CS (ZTS) 1.3 $13M -2% 91k 146.55
American Tower Corp CS (AMT) 1.3 $13M 63k 211.86
Schwab International Equity Et Etf (SCHF) 1.3 $13M 412k 32.21
Jpmorgan Ultra-short Municipal Etf (JMST) 1.2 $13M -5% 253k 50.54
Goldman Sachs Activebeta Inter Etf (GSIE) 1.2 $12M -2% 431k 28.78
Intuit CS (INTU) 1.2 $12M 32k 389.21
Pepsico CS (PEP) 1.1 $12M 67k 180.66
Intercontinental Exchange CS (ICE) 1.1 $12M 115k 102.59
Procter & Gamble Co/the CS (PG) 1.1 $11M 75k 151.56
Bank Of America Corp CS (BAC) 1.1 $11M -2% 343k 33.12
Broadcom CS (AVGO) 1.0 $11M +14% 20k 559.14
Spdr S&p 500 Etf Trust Etf (SPY) 1.0 $11M 28k 382.41
Johnson & Johnson CS (JNJ) 1.0 $11M 60k 176.65
Costco Wholesale Corp CS (COST) 1.0 $11M -2% 23k 456.50
Raytheon Technologies Corp CS (RTX) 0.9 $10M -13% 99k 100.92
Sherwin-williams Co/the CS (SHW) 0.9 $9.5M 40k 237.32
Ishares Core Msci Emerging Mar Etf (IEMG) 0.9 $9.4M +3% 201k 46.70
Morgan Stanley CS (MS) 0.8 $8.9M -3% 105k 85.02
Republic Services CS (RSG) 0.8 $8.3M -2% 65k 128.99
Roper Technologies CS (ROP) 0.8 $8.1M +11% 19k 432.11
Schwab Us Small-cap Etf Etf (SCHA) 0.7 $7.7M +2% 190k 40.51
Ishares Biotechnology Etf CS (IBB) 0.7 $7.6M 58k 131.29
Arthur J Gallagher & Co CS (AJG) 0.7 $7.3M +133% 39k 188.55
Abbvie CS (ABBV) 0.7 $7.2M 45k 161.61
Jpmorgan Diversified Return Us Etf (JPME) 0.7 $7.2M -2% 85k 84.17
Estee Lauder Cos Inc/the CS (EL) 0.7 $7.1M +2% 29k 248.12
Equinix CS (EQIX) 0.6 $6.9M +17% 11k 655.03
Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $6.5M 167k 38.74
Amgen CS (AMGN) 0.6 $6.3M -16% 24k 262.64
Constellation Brands CS (STZ) 0.6 $6.3M +23% 27k 231.73
Spdr Bloomberg Investment Grad Etf (FLRN) 0.6 $6.3M -4% 206k 30.39
Tjx Cos Inc/the CS (TJX) 0.6 $6.2M -2% 78k 79.60
Alphabet CS (GOOGL) 0.6 $6.2M 70k 88.24
Merck & Co CS (MRK) 0.6 $6.2M +21% 56k 110.95
Dr Horton CS (DHI) 0.6 $6.2M -9% 69k 89.14
Spdr Portfolio Intermediate Te Etf (SPIB) 0.6 $6.1M +2% 193k 31.83
Walt Disney Co/the CS (DIS) 0.6 $6.1M -4% 70k 86.87
Palo Alto Networks CS (PANW) 0.6 $6.1M -4% 44k 139.55
Mcdonald's Corp CS (MCD) 0.6 $6.1M 23k 263.52
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.5 $5.8M +4% 230k 25.13
Vulcan Materials CS (VMC) 0.5 $5.7M +6% 32k 175.12
Adobe CS (ADBE) 0.5 $5.6M -17% 17k 336.54
Berkshire Hathaway CS (BRK.B) 0.5 $5.4M 18k 308.93
Monster Beverage Corp CS (MNST) 0.5 $5.4M 53k 101.54
Stryker Corp CS (SYK) 0.5 $5.3M +2% 22k 244.48
Exxon Mobil Corp CS (XOM) 0.5 $5.3M -5% 48k 110.30
Northrop Grumman Corp CS (NOC) 0.5 $5.2M +13% 9.5k 545.65
Ishares Core International Agg Etf (IAGG) 0.5 $4.8M 102k 47.55
Danaher Corp CS (DHR) 0.4 $4.7M -2% 18k 265.40
Medtronic CS (MDT) 0.4 $4.7M -20% 61k 77.72
Accenture CS (ACN) 0.4 $4.7M -19% 18k 266.82
Ishares Russell 2000 Etf Etf (IWM) 0.4 $4.6M -2% 26k 174.36
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.4 $4.5M -12% 31k 144.87
Taiwan Semiconductor Manufactu CS (TSM) 0.4 $4.4M -20% 59k 74.50
Broadridge Financial Solutions CS (BR) 0.4 $4.0M +3% 30k 134.13
Goldman Sachs Group Inc/the CS (GS) 0.4 $4.0M 12k 343.34
First Trust North American Ene Etf (EMLP) 0.4 $3.8M -4% 143k 26.69
Starbucks Corp CS (SBUX) 0.4 $3.7M +14% 38k 99.19
First Trust Nasdaq Cybersecuri CS (CIBR) 0.3 $3.6M +5% 94k 38.71
Brookfield Corp CS 0.3 $3.6M NEW 114k 31.46
Waste Connections CS (WCN) 0.3 $3.5M +39% 27k 132.57
Spdr S&p Oil & Gas Exploration CS (XOP) 0.3 $3.4M -2% 25k 135.89
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $3.4M +4% 174k 19.29
Watsco CS (WSO) 0.3 $3.3M -22% 13k 249.41
Iqvia Holdings CS (IQV) 0.3 $3.3M 16k 204.91
Utilities Select Sector Spdr F Etf (XLU) 0.3 $3.2M 46k 70.49
Cisco Systems CS (CSCO) 0.3 $3.2M 68k 47.64
Walmart CS (WMT) 0.3 $3.2M 22k 141.77
Alexandria Real Estate Equitie CS (ARE) 0.3 $3.0M -45% 21k 145.67
Hershey Co/the CS (HSY) 0.3 $3.0M NEW 13k 231.60
Global X Video Games & Esports CS (HERO) 0.3 $3.0M -13% 159k 18.75
Etfmg Prime Cyber Security Etf CS (HACK) 0.3 $3.0M -6% 67k 44.05
Graniteshares Bloomberg Commod Etf (COMB) 0.3 $3.0M -4% 131k 22.49
Jpmorgan Equity Premium Income Etf (JEPI) 0.3 $2.9M +120% 54k 54.50
Chipotle Mexican Grill CS (CMG) 0.3 $2.9M +68% 2.1k 1387.62
Cme Group CS (CME) 0.3 $2.7M 16k 168.19
Xylem CS (XYL) 0.3 $2.7M -7% 25k 110.58
Global X Us Preferred Etf Etf (PFFD) 0.3 $2.7M +74% 139k 19.37
Invesco Senior Loan Etf Etf (BKLN) 0.3 $2.7M 131k 20.53
Verizon Communications CS (VZ) 0.3 $2.6M -10% 67k 39.40
Spdr Msci Emerging Markets Str Etf (QEMM) 0.2 $2.6M -15% 49k 53.43
Verisign CS (VRSN) 0.2 $2.6M 13k 205.41
Edwards Lifesciences Corp CS (EW) 0.2 $2.4M -19% 33k 74.62
Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.4M +2% 58k 41.97
Crown Castle CS (CCI) 0.2 $2.3M -7% 17k 135.66
Eli Lilly & Co CS (LLY) 0.2 $2.3M -4% 6.2k 365.77
Valero Energy Corp CS (VLO) 0.2 $2.3M +6% 18k 126.86
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.2M 11k 203.76
At&t CS (T) 0.2 $2.2M +5% 118k 18.41
Spdr Bloomberg High Yield Bond Etf (JNK) 0.2 $2.2M 24k 89.99
Abbott Laboratories CS (ABT) 0.2 $2.2M 20k 109.77
Canadian Pacific Railway CS (CP) 0.2 $2.1M +131% 28k 74.58
Netflix CS (NFLX) 0.2 $2.1M +4% 7.1k 294.91
Automatic Data Processing CS (ADP) 0.2 $2.0M 8.5k 238.86
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.0M 30k 67.45
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.0M 5.1k 384.12
Cf Industries Holdings CS (CF) 0.2 $1.9M +2% 22k 85.22
Mondelez International CS (MDLZ) 0.2 $1.9M -6% 28k 66.67
Indexiq Etf Trust - Iq Hedge M Etf (QAI) 0.2 $1.9M -2% 66k 28.46
Charles Schwab Corp/the CS (SCHW) 0.2 $1.9M -9% 23k 83.25
Blackstone CS (BX) 0.2 $1.8M +43% 25k 74.17
Ishares Msci Eafe Etf Etf (EFA) 0.2 $1.8M -9% 28k 65.66
Paypal Holdings CS (PYPL) 0.2 $1.8M -20% 25k 71.24
Paychex CS (PAYX) 0.2 $1.8M -4% 15k 115.58
Union Pacific Corp CS (UNP) 0.2 $1.7M -5% 8.4k 207.11
Mastercard CS (MA) 0.2 $1.7M -2% 4.9k 347.77
T-mobile Us CS (TMUS) 0.2 $1.7M 12k 139.98
Albemarle Corp CS (ALB) 0.2 $1.7M -4% 7.7k 216.86
Electronic Arts CS (EA) 0.2 $1.6M -7% 13k 122.18
Pfizer CS (PFE) 0.2 $1.6M +2% 32k 51.24
Booking Holdings CS (BKNG) 0.1 $1.6M 777.00 2015.44
Sysco Corp CS (SYY) 0.1 $1.6M -2% 20k 76.44
Westinghouse Air Brake Technol CS (WAB) 0.1 $1.5M -9% 16k 99.82
Ford Motor CS (F) 0.1 $1.5M +58% 129k 11.63
Te Connectivity CS (TEL) 0.1 $1.5M 13k 114.78
Vertex Pharmaceuticals CS (VRTX) 0.1 $1.5M -8% 5.1k 288.81
Texas Instruments CS (TXN) 0.1 $1.4M -4% 8.4k 165.16
Invesco Financial Preferred Et Etf (PGF) 0.1 $1.4M -49% 95k 14.40
Svb Financial Group CS (SIVB) 0.1 $1.3M -66% 5.8k 230.22
Lamar Advertising CS (LAMR) 0.1 $1.3M -27% 14k 94.39
Dow CS (DOW) 0.1 $1.3M -3% 26k 50.38
Technology Select Sector Spdr Etf (XLK) 0.1 $1.3M +30% 10k 124.41
Ecolab CS (ECL) 0.1 $1.3M -13% 8.7k 145.51
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.3M -3% 25k 50.14
Coca-cola Co/the CS (KO) 0.1 $1.2M -2% 19k 63.59
Nxp Semiconductors Nv CS (NXPI) 0.1 $1.2M -4% 7.6k 158.07
Cvs Health Corp CS (CVS) 0.1 $1.2M +4% 13k 93.18
Archer-daniels-midland CS (ADM) 0.1 $1.2M 13k 92.85
Csx Corp CS (CSX) 0.1 $1.1M -5% 37k 30.98
General Mills CS (GIS) 0.1 $1.1M +6% 14k 83.82
Colgate-palmolive CS (CL) 0.1 $1.1M 14k 78.78
Nextera Energy CS (NEE) 0.1 $1.1M +2% 13k 83.62
Chevron Corp CS (CVX) 0.1 $1.1M 5.9k 179.44
Health Care Select Sector Spdr Etf (XLV) 0.1 $1.1M +26% 7.7k 135.79
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.1 $1.0M +405% 18k 55.55
Activision Blizzard CS (ATVI) 0.1 $992k -11% 13k 76.53
Financial Select Sector Spdr F Etf (XLF) 0.1 $976k +16% 29k 34.21
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $976k -16% 25k 39.00
Meta Platforms CS (META) 0.1 $969k -14% 8.1k 120.28
Eog Resources CS (EOG) 0.1 $942k -4% 7.3k 129.47
Wells Fargo & Co CS (WFC) 0.1 $935k -3% 23k 41.30
Yum! Brands CS (YUM) 0.1 $922k 7.2k 128.14
International Business Machine CS (IBM) 0.1 $915k -16% 6.5k 140.86
Nvidia Corp CS (NVDA) 0.1 $909k 6.2k 146.12
Schlumberger CS (SLB) 0.1 $878k -4% 16k 53.45
Autodesk CS (ADSK) 0.1 $874k +14% 4.7k 186.79
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.1 $864k +8% 14k 63.60
Deere & Co CS (DE) 0.1 $853k -11% 2.0k 428.86
Spdr Gold Shares Etf (GLD) 0.1 $841k 5.0k 169.73
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $835k +11% 3.1k 266.35
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $810k +33% 11k 75.52
Intel Corp CS (INTC) 0.1 $810k -5% 31k 26.42
Ishares Msci Emerging Markets Etf (EEM) 0.1 $810k +10% 21k 37.89
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $803k 3.3k 241.94
Brookfield Asset Management Lt CS 0.1 $793k NEW 28k 28.66
Spdr S&p Dividend Etf Etf (SDY) 0.1 $790k +5% 6.3k 125.14
Illinois Tool Works CS (ITW) 0.1 $768k -6% 3.5k 220.44
Workday CS (WDAY) 0.1 $713k -38% 4.3k 167.21
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $703k 3.3k 214.53
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $696k 3.2k 214.29
Oracle Corp CS (ORCL) 0.1 $695k +7% 8.5k 81.78
Amphenol Corp CS (APH) 0.1 $690k 9.1k 76.16
S&p Global CS (SPGI) 0.1 $676k -3% 2.0k 334.99
Zebra Technologies Corp CS (ZBRA) 0.1 $665k -79% 2.6k 256.56
Regeneron Pharmaceuticals CS (REGN) 0.1 $657k 910.00 721.98
Catalent CS (CTLT) 0.1 $648k +44% 14k 45.01
Airbnb CS (ABNB) 0.1 $648k 7.6k 85.47
Lowe's Cos CS (LOW) 0.1 $628k -6% 3.2k 199.18
Honeywell International CS (HON) 0.1 $627k -2% 2.9k 214.21
Consumer Discretionary Select Etf (XLY) 0.1 $625k +79% 4.8k 129.24
Bristol-myers Squibb CS (BMY) 0.1 $618k -7% 8.6k 71.91
Vanguard Communication Service Etf (VOX) 0.1 $606k -17% 7.4k 82.23
Servicenow CS (NOW) 0.1 $594k +145% 1.5k 388.49
Vanguard Dividend Appreciation Etf (VIG) 0.1 $593k +12% 3.9k 151.86
Schwab Fundamental U.s. Large Etf (FNDX) 0.1 $586k 11k 53.48
Waste Management CS (WM) 0.1 $585k -2% 3.7k 156.96
Nike CS (NKE) 0.1 $571k -3% 4.9k 117.06
Domino's Pizza CS (DPZ) 0.1 $562k 1.6k 346.70
Ishares Russell Mid-cap Growth Etf (IWP) 0.1 $562k 6.7k 83.58
3M CS (MMM) 0.1 $550k -31% 4.6k 119.98
Northern Trust Corp CS (NTRS) 0.1 $544k -31% 6.1k 88.48
Invitation Homes CS (INVH) 0.1 $538k +5% 18k 29.62
Welltower CS (WELL) 0.1 $537k NEW 8.2k 65.54
Air Products And Chemicals CS (APD) 0.1 $536k 1.7k 308.22
Communication Services Select CS (XLC) 0.1 $528k +42% 11k 48.02
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $527k 3.8k 138.76
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $523k 1.2k 442.85
Linde CS (LIN) 0.0 $506k +2% 1.6k 326.03
Vanguard Total Stock Market Et Etf (VTI) 0.0 $499k 2.6k 191.04
Ishares Core U.s. Aggregate Bo Etf (AGG) 0.0 $497k -29% 5.1k 97.05
Schwab Fundamental Internation Etf (FNDF) 0.0 $484k -14% 17k 29.09
Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $482k 5.1k 94.98
Berkshire Hathaway CS (BRK.A) 0.0 $469k 1.00 469000.00
Consumer Staples Select Sector Etf (XLP) 0.0 $468k NEW 6.3k 74.52
Applied Materials CS (AMAT) 0.0 $463k -9% 4.8k 97.29
Prudential Financial CS (PRU) 0.0 $457k -2% 4.6k 99.56
Wec Energy Group CS (WEC) 0.0 $455k 4.9k 93.68
Caterpillar CS (CAT) 0.0 $452k 1.9k 239.79
Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $449k -3% 6.8k 65.88
Rli Corp CS (RLI) 0.0 $435k 3.3k 131.22
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $431k 4.6k 94.73
Eversource Energy CS (ES) 0.0 $431k +2% 5.1k 83.84
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $429k 7.8k 55.26
Sempra Energy CS (SRE) 0.0 $427k 2.8k 154.71
Vanguard Small-cap Etf Etf (VB) 0.0 $423k 2.3k 183.59
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $414k 8.8k 47.17
Schwab Us Broad Market Etf Etf (SCHB) 0.0 $410k NEW 9.1k 44.85
Constellation Software CS (CNSWF) 0.0 $410k NEW 263.00 1558.94
Southern Co/the CS (SO) 0.0 $406k 5.7k 71.39
Salesforce CS (CRM) 0.0 $405k +51% 3.1k 132.57
Tesla CS (TSLA) 0.0 $404k -8% 3.3k 123.21
Travelers Cos Inc/the CS (TRV) 0.0 $401k -4% 2.1k 187.30
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $393k -4% 5.5k 72.07
Darden Restaurants CS (DRI) 0.0 $392k 2.8k 138.32
Sportradar Holding CS (SRAD) 0.0 $389k -11% 39k 9.96
Church & Dwight CS (CHD) 0.0 $377k 4.7k 80.50
Ishares Trust Ishares Esg Awar Etf (ESGD) 0.0 $375k -5% 5.7k 65.67
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $373k -7% 6.1k 61.63
General Electric CS (GE) 0.0 $372k -12% 4.4k 83.75
Citigroup CS (C) 0.0 $372k -36% 8.2k 45.18
Target Corp CS (TGT) 0.0 $359k 2.4k 149.02
Akamai Technologies CS (AKAM) 0.0 $354k 4.2k 84.37
Yum China Holdings CS (YUMC) 0.0 $354k 6.5k 54.60
Comcast Corp CS (CMCSA) 0.0 $349k -15% 10k 34.93
Trane Technologies CS (TT) 0.0 $342k -3% 2.0k 168.22
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $341k +42% 5.2k 65.68
Ameriprise Financial CS (AMP) 0.0 $332k -27% 1.1k 311.74
Illumina CS (ILMN) 0.0 $331k -29% 1.6k 202.08
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $330k +3% 7.1k 46.78
Fortive Corp CS (FTV) 0.0 $330k 5.1k 64.26
Becton Dickinson And CS (BDX) 0.0 $326k 1.3k 253.89
Industrial Select Sector Spdr Etf (XLI) 0.0 $325k NEW 3.3k 98.34
Us Diversified Real Estate Etf Etf (PPTY) 0.0 $319k -29% 11k 28.04
Ishares Msci Usa Value Factor Etf (VLUE) 0.0 $310k 3.4k 91.18
Ishares U.s. Energy Etf Etf (IYE) 0.0 $309k 6.6k 46.54
Spdr Dow Jones Industrial Aver CS (DIA) 0.0 $309k -3% 933.00 331.19
Federated Hermes CS (FHI) 0.0 $307k -43% 8.5k 36.33
Ishares Gold Trust Etf (IAU) 0.0 $306k +2% 8.8k 34.61
Philip Morris International In CS (PM) 0.0 $303k +8% 3.0k 101.20
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $302k 1.9k 159.03
Baxter International CS (BAX) 0.0 $299k -72% 5.9k 50.88
Ishares 1-3 Year Treasury Bond Etf (SHY) 0.0 $296k +16% 3.6k 81.27
Vanguard High Dividend Yield E Etf (VYM) 0.0 $296k NEW 2.7k 108.07
Vanguard Value Etf Etf (VTV) 0.0 $294k +2% 2.1k 140.60
Ishares Russell 3000 Etf Etf (IWV) 0.0 $289k 1.3k 220.61
Conocophillips CS (COP) 0.0 $284k -10% 2.4k 117.84
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $282k -5% 7.8k 36.14
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $278k 4.3k 64.80
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $277k 2.6k 105.44
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $273k +21% 12k 23.71
Vanguard Esg International Sto Etf (VSGX) 0.0 $271k +2% 5.5k 49.10
Schwab Short-term U.s. Treasur Etf (SCHO) 0.0 $265k 5.5k 48.30
Materials Select Sector Spdr F Etf (XLB) 0.0 $264k 3.4k 77.83
Marsh & Mclennan Cos CS (MMC) 0.0 $260k 1.6k 165.71
Carlisle Cos CS (CSL) 0.0 $250k -12% 1.1k 235.85
Nucor Corp CS (NUE) 0.0 $250k 1.9k 131.58
Fiserv CS (FISV) 0.0 $247k -42% 2.4k 100.94
Raymond James Financial CS (RJF) 0.0 $246k 2.3k 106.96
Dupont De Nemours CS (DD) 0.0 $245k -22% 3.6k 68.51
Vanguard Growth Etf Etf (VUG) 0.0 $245k 1.1k 213.41
Vanguard Real Estate Etf CS (VNQ) 0.0 $245k +16% 3.0k 82.35
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $244k 1.7k 144.89
Ishares Core S&p U.s. Value Et Etf (IUSV) 0.0 $243k 3.4k 70.50
Consolidated Edison CS (ED) 0.0 $241k -12% 2.5k 95.45
Chubb CS (CB) 0.0 $239k -4% 1.1k 220.28
Ppg Industries CS (PPG) 0.0 $234k 1.9k 125.74
Rivian Automotive CS (RIVN) 0.0 $231k -26% 13k 18.45
Schwab Fundamental Emerging Ma Etf (FNDE) 0.0 $229k -2% 9.3k 24.73
General Dynamics Corp CS (GD) 0.0 $224k NEW 904.00 247.79
United Parcel Service CS (UPS) 0.0 $223k 1.3k 173.95
Ebay CS (EBAY) 0.0 $222k -53% 5.4k 41.42
Ishares Esg Aware Msci Usa Sma Etf (ESML) 0.0 $220k -6% 6.7k 32.87
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $220k NEW 3.4k 63.86
Ametek CS (AME) 0.0 $219k NEW 1.6k 139.67
Boeing Co/the CS (BA) 0.0 $218k NEW 1.1k 190.06
Schwab Target 2035 Fund Etf 0.0 $217k NEW 16k 13.90
Pnc Financial Services Group I CS (PNC) 0.0 $213k -6% 1.3k 158.01
Elevance Health CS (ELV) 0.0 $206k NEW 401.00 513.72
Vanguard S&p 500 Etf Etf (VOO) 0.0 $203k NEW 577.00 351.82
Ishares S&p Mid-cap 400 Value Etf (IJJ) 0.0 $203k NEW 2.0k 100.89
Vale Sa CS (VALE) 0.0 $178k 11k 16.99

Past Filings by Appleton Partners

SEC 13F filings are viewable for Appleton Partners going back to 2011

View all past filings