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 259 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.3 $82M -2% 391k 210.62
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Microsoft Corp CS (MSFT) 4.2 $54M 121k 446.95
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Goldman Sachs Activebeta U.s. Etf (GSLC) 3.7 $49M 453k 106.95
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Schwab Us Large-cap Etf Etf (SCHX) 3.2 $42M 652k 64.25
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Amazon.com CS (AMZN) 2.9 $38M 196k 193.25
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Jpmorgan Chase & Co CS (JPM) 2.4 $31M -4% 153k 202.26
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Jpmorgan Ultra-short Income Et Etf (JPST) 2.3 $30M -6% 602k 50.47
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Alphabet CS (GOOG) 2.3 $30M -2% 163k 183.42
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Broadcom CS (AVGO) 2.2 $29M -5% 18k 1605.57
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Visa CS (V) 2.0 $25M 97k 262.47
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Home Depot Inc/the CS (HD) 1.8 $23M 67k 344.25
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Energy Select Sector Spdr Fund CS (XLE) 1.7 $22M -2% 238k 91.15
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Thermo Fisher Scientific CS (TMO) 1.6 $21M 37k 552.99
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Micron Technology CS (MU) 1.5 $20M 150k 131.53
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Unitedhealth Group CS (UNH) 1.5 $20M 39k 509.26
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Intuit CS (INTU) 1.3 $18M +6% 27k 657.21
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Schwab International Equity Et Etf (SCHF) 1.3 $17M 428k 38.42
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Zoetis CS (ZTS) 1.2 $15M 89k 173.36
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Morgan Stanley CS (MS) 1.2 $15M -3% 157k 97.19
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Goldman Sachs Activebeta Inter Etf (GSIE) 1.1 $15M 441k 33.65
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Intercontinental Exchange CS (ICE) 1.1 $15M -5% 108k 136.89
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Ishares Core Msci Emerging Mar Etf (IEMG) 1.1 $14M +2% 255k 53.53
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Spdr S&p 500 Etf Trust Etf (SPY) 1.1 $14M +2% 25k 544.22
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Netflix CS (NFLX) 1.1 $14M +3% 20k 674.89
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Jpmorgan Equity Premium Income Etf (JEPI) 1.0 $13M 235k 56.68
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Chipotle Mexican Grill CS (CMG) 1.0 $13M +4779% 210k 62.65
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Arthur J Gallagher & Co CS (AJG) 1.0 $13M 50k 259.31
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Merck & Co CS (MRK) 1.0 $13M 105k 123.80
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Danaher Corp CS (DHR) 1.0 $13M 51k 249.86
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Roper Technologies CS (ROP) 1.0 $12M 22k 563.68
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Blackstone CS (BX) 1.0 $12M 100k 123.80
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Costco Wholesale Corp CS (COST) 0.9 $12M -4% 15k 849.99
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Bank Of America Corp CS (BAC) 0.9 $12M 301k 39.77
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Verisk Analytics CS (VRSK) 0.9 $12M +2% 44k 269.54
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Meta Platforms CS (META) 0.9 $12M +234% 23k 504.22
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Equinix CS (EQIX) 0.9 $12M 15k 756.57
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Procter & Gamble Co/the CS (PG) 0.9 $12M -2% 70k 164.92
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Walt Disney Co/the CS (DIS) 0.9 $11M +24% 112k 99.29
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Alphabet CS (GOOGL) 0.8 $11M -3% 58k 182.15
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Sherwin-williams Co/the CS (SHW) 0.8 $10M 34k 298.44
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Ishares Biotechnology Etf CS (IBB) 0.8 $10M 74k 137.27
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Schwab Us Small-cap Etf Etf (SCHA) 0.8 $10M -2% 212k 47.45
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Nvidia Corp CS (NVDA) 0.8 $10M +1631% 81k 123.54
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Republic Services CS (RSG) 0.8 $10M 51k 194.34
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Booking Holdings CS (BKNG) 0.8 $9.8M +3% 2.5k 3961.44
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Northrop Grumman Corp CS (NOC) 0.7 $9.6M 22k 435.94
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Stryker Corp CS (SYK) 0.7 $9.4M -5% 28k 340.27
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Pepsico CS (PEP) 0.7 $9.2M -4% 56k 164.93
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Constellation Brands CS (STZ) 0.7 $8.9M +4% 35k 257.28
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Palo Alto Networks CS (PANW) 0.7 $8.8M -6% 26k 338.99
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Jpmorgan Diversified Return Us Etf (JPME) 0.6 $8.4M 88k 95.20
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Johnson & Johnson CS (JNJ) 0.6 $8.2M 56k 146.15
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Jpmorgan Ultra-short Municipal Etf (JMST) 0.6 $8.2M -11% 162k 50.75
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Vulcan Materials CS (VMC) 0.6 $8.1M +2% 33k 248.69
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Waste Connections CS (WCN) 0.6 $7.7M +2% 44k 175.35
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Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $7.7M +2% 177k 43.60
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Spdr Portfolio Intermediate Te Etf (SPIB) 0.6 $7.6M +2% 234k 32.56
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Lockheed Martin Corp CS (LMT) 0.6 $7.6M 16k 467.12
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First Trust Nasdaq Cybersecuri CS (CIBR) 0.6 $7.5M +5% 134k 56.42
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Constellation Software CS (CNSWF) 0.6 $7.3M +9% 2.6k 2868.02
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Canadian Pacific Kansas City L CS (CP) 0.6 $7.2M +4% 91k 78.73
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Abbvie CS (ABBV) 0.6 $7.2M 42k 171.51
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Tjx Cos Inc/the CS (TJX) 0.5 $6.9M -2% 63k 110.10
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Iqvia Holdings CS (IQV) 0.5 $6.7M +6% 32k 211.44
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Monster Beverage Corp CS (MNST) 0.5 $6.3M +5% 127k 49.95
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Amgen CS (AMGN) 0.5 $6.3M 20k 312.45
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Spdr Portfolio Aggregate Bond Etf (SPAB) 0.5 $6.2M +3% 248k 25.09
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Autodesk CS (ADSK) 0.5 $6.1M 25k 247.46
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Spdr Bloomberg Investment Grad Etf (FLRN) 0.5 $6.1M 197k 30.85
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Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.5 $5.9M +10% 39k 153.35
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Berkshire Hathaway CS (BRK.B) 0.4 $5.8M 14k 406.82
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Ishares Core International Agg Etf (IAGG) 0.4 $5.6M 112k 49.92
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Global X Video Games & Esports CS (HERO) 0.4 $5.4M +2% 250k 21.41
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Hershey Co/the CS (HSY) 0.4 $5.2M 29k 183.82
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American Tower Corp CS (AMT) 0.4 $5.0M -2% 26k 194.38
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Walmart CS (WMT) 0.4 $4.6M 68k 67.70
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Ishares Russell 2000 Etf Etf (IWM) 0.4 $4.6M 23k 202.90
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Exxon Mobil Corp CS (XOM) 0.4 $4.5M -8% 40k 115.11
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Mcdonald's Corp CS (MCD) 0.3 $4.5M -8% 18k 254.85
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Eli Lilly & Co CS (LLY) 0.3 $4.5M -2% 4.9k 905.38
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First Trust North American Ene Etf (EMLP) 0.3 $4.2M 138k 30.46
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Global X Us Preferred Etf Etf (PFFD) 0.3 $4.0M 205k 19.68
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Watsco CS (WSO) 0.3 $4.0M -9% 8.7k 463.22
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Schwab U.s. Reit Etf Etf (SCHH) 0.3 $4.0M 201k 19.97
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Accenture CS (ACN) 0.3 $3.9M 13k 303.38
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Utilities Select Sector Spdr F CS (XLU) 0.3 $3.7M 54k 68.14
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Graniteshares Bloomberg Commod Etf (COMB) 0.3 $3.3M 160k 20.36
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Amplify Cybersecurity Etf CS (HACK) 0.2 $3.2M 50k 64.72
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Cme Group CS (CME) 0.2 $3.2M 16k 196.62
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Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.9M 5.3k 547.34
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Medtronic CS (MDT) 0.2 $2.8M -3% 36k 78.71
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Invesco Senior Loan Etf Etf (BKLN) 0.2 $2.8M 134k 21.04
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Goldman Sachs Group Inc/the CS (GS) 0.2 $2.8M -3% 6.2k 452.24
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Welltower CS (WELL) 0.2 $2.7M 26k 104.26
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Broadridge Financial Solutions CS (BR) 0.2 $2.7M +2% 14k 197.00
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Spdr Portfolio High Yield Bond Etf (SPHY) 0.2 $2.7M +4% 114k 23.23
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Vanguard Mid-cap Etf Etf (VO) 0.2 $2.6M 11k 242.10
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Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.6M +3% 53k 49.42
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Discover Financial Services CS (DFS) 0.2 $2.6M 20k 130.80
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Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.6M 33k 78.32
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Te Connectivity CS (TEL) 0.2 $2.4M 16k 150.45
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Technology Select Sector Spdr CS (XLK) 0.2 $2.4M -2% 10k 226.25
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Adobe CS (ADBE) 0.2 $2.3M -38% 4.1k 555.42
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Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.0M -3% 24k 81.07
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Spdr S&p Oil & Gas Exploration CS (XOP) 0.2 $1.9M -8% 13k 145.45
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CRH CS (CRH) 0.1 $1.8M +7% 25k 74.97
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Sysco Corp CS (SYY) 0.1 $1.8M 26k 71.39
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Nintendo CS (NTDOY) 0.1 $1.8M +9% 132k 13.30
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Automatic Data Processing CS (ADP) 0.1 $1.8M -4% 7.4k 238.75
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Schwab U.s. Large-cap Growth E Etf (SCHG) 0.1 $1.7M -2% 17k 100.85
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Corning CS (GLW) 0.1 $1.6M -5% 42k 38.86
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Abbott Laboratories CS (ABT) 0.1 $1.5M -13% 15k 103.93
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Cintas Corp CS (CTAS) 0.1 $1.4M +25% 2.0k 700.39
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Invitation Homes CS (INVH) 0.1 $1.4M 40k 35.89
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Vanguard Information Technolog Etf (VGT) 0.1 $1.4M 2.4k 576.40
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Ishares Core Total Usd Bond Ma Etf (IUSB) 0.1 $1.4M -4% 30k 45.23
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Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.3M 23k 58.62
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Verisign CS (VRSN) 0.1 $1.3M -4% 7.4k 177.82
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Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $1.3M +2% 30k 43.78
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Spdr Msci Emerging Markets Str Etf (QEMM) 0.1 $1.3M -6% 22k 58.45
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Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $1.2M 2.6k 479.18
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Dow CS (DOW) 0.1 $1.2M 23k 53.03
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Mondelez International CS (MDLZ) 0.1 $1.2M -4% 18k 65.45
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Servicenow CS (NOW) 0.1 $1.2M 1.5k 786.66
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Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $1.2M 4.4k 262.61
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Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $1.1M 3.1k 364.53
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Vanguard Total Stock Market Et Etf (VTI) 0.1 $1.1M 4.2k 267.52
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Coca-cola Co/the CS (KO) 0.1 $1.1M -3% 17k 63.68
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Vanguard Large-cap Etf Etf (VV) 0.1 $1.1M -22% 4.3k 249.71
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Airbnb CS (ABNB) 0.1 $1.1M -5% 7.0k 151.57
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Texas Instruments CS (TXN) 0.1 $1.1M -11% 5.4k 194.45
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Communication Services Select CS (XLC) 0.1 $1.0M -4% 12k 85.70
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $1.0M 17k 58.51
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Rollins CS (ROL) 0.1 $957k NEW 20k 48.81
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Financial Select Sector Spdr F CS (XLF) 0.1 $913k 22k 41.12
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Amphenol Corp CS (APH) 0.1 $910k +99% 14k 67.40
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Oracle Corp CS (ORCL) 0.1 $894k -6% 6.3k 141.25
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Yum! Brands CS (YUM) 0.1 $879k 6.6k 132.50
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Union Pacific Corp CS (UNP) 0.1 $870k 3.8k 226.21
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Lowe's Cos CS (LOW) 0.1 $851k -7% 3.9k 220.47
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Vertex Pharmaceuticals CS (VRTX) 0.1 $846k -2% 1.8k 468.96
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Ishares Msci Emerging Markets Etf (EEM) 0.1 $793k 19k 42.59
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International Business Machine CS (IBM) 0.1 $756k -2% 4.4k 173.04
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Ishares Select Dividend Etf Etf (DVY) 0.1 $748k 6.2k 120.96
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Chevron Corp CS (CVX) 0.1 $737k -6% 4.7k 156.51
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Cisco Systems CS (CSCO) 0.1 $717k -2% 15k 47.51
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Spdr Gold Shares Etf (GLD) 0.1 $697k -3% 3.2k 215.06
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General Mills CS (GIS) 0.1 $684k 11k 63.27
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Spdr S&p Dividend Etf Etf (SDY) 0.1 $675k -5% 5.3k 127.24
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Salesforce CS (CRM) 0.1 $674k 2.6k 257.15
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $662k -4% 8.5k 77.71
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Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.1 $662k -4% 9.5k 69.33
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Vanguard Dividend Appreciation Etf (VIG) 0.1 $659k -9% 3.6k 182.70
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Intel Corp CS (INTC) 0.1 $658k -13% 21k 30.95
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Westinghouse Air Brake Technol CS (WAB) 0.0 $649k 4.1k 157.98
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Ishares Russell Mid-cap Growth Etf (IWP) 0.0 $648k -2% 5.9k 110.28
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Csx Corp CS (CSX) 0.0 $627k 19k 33.44
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Berkshire Hathaway CS (BRK.A) 0.0 $612k 1.00 612000.00
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Colgate-palmolive CS (CL) 0.0 $609k -13% 6.3k 97.10
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Caterpillar CS (CAT) 0.0 $608k -3% 1.8k 333.15
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Waste Management CS (WM) 0.0 $606k -3% 2.8k 213.23
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Valero Energy Corp CS (VLO) 0.0 $592k -4% 3.8k 156.86
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General Electric CS (GE) 0.0 $586k 3.7k 159.02
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Archer-daniels-midland CS (ADM) 0.0 $574k 9.5k 60.44
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Eog Resources CS (EOG) 0.0 $569k -20% 4.5k 125.91
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Wells Fargo & Co CS (WFC) 0.0 $568k -4% 9.6k 59.43
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Schwab Fundamental U.s. Large Etf (FNDX) 0.0 $567k -45% 8.5k 67.01
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Applied Materials CS (AMAT) 0.0 $546k 2.3k 235.96
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Nxp Semiconductors Nv CS (NXPI) 0.0 $546k -20% 2.0k 268.97
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Trane Technologies CS (TT) 0.0 $543k 1.7k 328.89
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Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $530k 5.0k 106.64
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $525k 982.00 534.62
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Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $520k -7% 5.4k 96.56
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Ishares Gold Trust Etf (IAU) 0.0 $508k -10% 12k 43.96
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Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $504k 3.3k 152.40
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Silvercrest Asset Management G CS (SAMG) 0.0 $493k 32k 15.58
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Edwards Lifesciences Corp CS (EW) 0.0 $491k -12% 5.3k 92.38
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Vanguard Communication Service Etf (VOX) 0.0 $487k -6% 3.5k 138.23
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Vanguard Ftse All World Ex-us Etf (VSS) 0.0 $486k 4.1k 117.48
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Schwab Fundamental Internation Etf (FNDF) 0.0 $468k -39% 13k 35.03
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Honeywell International CS (HON) 0.0 $468k -6% 2.2k 213.41
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Mastercard CS (MA) 0.0 $465k 1.1k 440.76
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Vanguard Small-cap Etf Etf (VB) 0.0 $452k 2.1k 218.04
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Church & Dwight CS (CHD) 0.0 $449k +5% 4.3k 103.62
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Vanguard S&p 500 Etf Etf (VOO) 0.0 $445k 891.00 499.44
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Travelers Cos Inc/the CS (TRV) 0.0 $440k -4% 2.2k 203.33
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Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $438k -7% 5.6k 78.10
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Starbucks Corp CS (SBUX) 0.0 $434k -92% 5.6k 77.93
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Ford Motor CS (F) 0.0 $422k -6% 34k 12.55
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Workday CS (WDAY) 0.0 $417k -10% 1.9k 223.59
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Rtx Corp CS (RTX) 0.0 $412k -6% 4.1k 100.37
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Ishares Esg Aware Msci Eafe Et Etf (ESGD) 0.0 $412k -4% 5.2k 78.76
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Darden Restaurants CS (DRI) 0.0 $408k 2.7k 151.34
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Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $403k 3.9k 104.68
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Rli Corp CS (RLI) 0.0 $401k -6% 2.9k 140.70
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $401k -2% 5.5k 72.71
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Schwab Us Broad Market Etf Etf (SCHB) 0.0 $377k -5% 6.0k 62.88
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Deere & Co CS (DE) 0.0 $360k -4% 964.00 373.44
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Illinois Tool Works CS (ITW) 0.0 $358k -7% 1.5k 236.77
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Fortive Corp CS (FTV) 0.0 $353k 4.8k 74.08
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Tesla CS (TSLA) 0.0 $350k -8% 1.8k 197.63
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Nike CS (NKE) 0.0 $345k -13% 4.6k 75.48
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Lam Research Corp CS (LRCX) 0.0 $344k -4% 323.00 1065.02
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Ishares Core S&p U.s. Value Et Etf (IUSV) 0.0 $340k -5% 3.9k 88.04
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Boeing Co/the CS (BA) 0.0 $336k -2% 1.8k 182.11
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Pfizer CS (PFE) 0.0 $335k -20% 12k 28.00
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Kimberly-clark Corp CS (KMB) 0.0 $332k +4% 2.4k 138.22
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Vanguard Small-cap Value Etf Etf (VBR) 0.0 $332k -5% 1.8k 182.82
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Southern Co/the CS (SO) 0.0 $327k -3% 4.2k 77.49
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Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $327k -43% 6.0k 54.94
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Chubb CS (CB) 0.0 $326k -26% 1.3k 255.29
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Verizon Communications CS (VZ) 0.0 $322k +6% 7.8k 41.26
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Ishares U.s. Energy Etf Etf (IYE) 0.0 $319k 6.6k 48.05
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Vanguard Growth Etf Etf (VUG) 0.0 $314k 839.00 374.26
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Novo Nordisk A/s CS (NVO) 0.0 $313k 2.2k 142.79
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Ishares Russell Mid-cap Value Etf (IWS) 0.0 $305k +2% 2.5k 120.94
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Wec Energy Group CS (WEC) 0.0 $305k 3.9k 78.47
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Invesco Financial Preferred Et Etf (PGF) 0.0 $305k -11% 21k 14.73
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Vanguard Value Etf Etf (VTV) 0.0 $303k +8% 1.9k 160.32
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S&p Global CS (SPGI) 0.0 $301k -2% 675.00 445.93
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Spdr Gold Minishares Trust Etf (GLDM) 0.0 $298k -4% 6.5k 46.14
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First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $298k 8.8k 34.01
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Nucor Corp CS (NUE) 0.0 $292k 1.9k 157.84
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Schwab Emerging Markets Equity Etf (SCHE) 0.0 $289k -37% 11k 26.54
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Vanguard High Dividend Yield E Etf (VYM) 0.0 $289k 2.4k 118.59
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Invesco S&p 500 Equal Weight E Etf (RSP) 0.0 $273k 1.7k 164.46
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Spdr Dow Jones Industrial Aver Etf (DIA) 0.0 $271k -2% 694.00 390.49
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Becton Dickinson & Co CS (BDX) 0.0 $269k -8% 1.2k 233.71
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Ishares S&p Mid-cap 400 Value Etf (IJJ) 0.0 $265k +22% 2.3k 113.44
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Comcast Corp CS (CMCSA) 0.0 $261k -12% 6.7k 39.10
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Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $261k -13% 3.4k 77.79
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Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $256k -7% 3.9k 65.02
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3M CS (MMM) 0.0 $255k -7% 2.5k 102.16
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Materials Select Sector Spdr F CS (XLB) 0.0 $254k +8% 2.9k 88.35
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Ishares National Muni Bond Etf Etf (MUB) 0.0 $253k -59% 2.4k 106.53
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Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $250k 5.0k 50.00
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Consumer Staples Select Sector CS (XLP) 0.0 $250k -7% 3.3k 76.55
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Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $249k -6% 3.0k 84.04
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Cvs Health Corp CS (CVS) 0.0 $246k -10% 4.2k 59.04
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At&t CS (T) 0.0 $244k -15% 13k 19.08
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Ishares S&p 500 Value Etf Etf (IVE) 0.0 $241k 1.3k 182.16
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Reckitt Benckiser Group CS (RBGPF) 0.0 $236k 4.3k 54.65
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Dr Horton CS (DHI) 0.0 $233k -95% 1.7k 140.79
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Ametek CS (AME) 0.0 $225k -10% 1.4k 166.67
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Novartis CS (NVS) 0.0 $224k -4% 2.1k 106.36
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Nextera Energy CS (NEE) 0.0 $221k -5% 3.1k 70.81
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Air Products And Chemicals CS (APD) 0.0 $220k -17% 851.00 258.52
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Proshares Trust S&p 500 Ex-ene Etf (SPXE) 0.0 $220k +100% 3.8k 58.51
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Philip Morris International In CS (PM) 0.0 $214k -56% 2.1k 101.37
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Unilever CS (UNLYF) 0.0 $212k -14% 3.9k 54.30
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T-mobile Us CS (TMUS) 0.0 $211k -7% 1.2k 176.42
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Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $206k -7% 2.8k 72.84
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Us Diversified Real Estate Etf Etf (PPTY) 0.0 $205k -4% 6.8k 30.35
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Marsh & Mclennan Cos CS (MMC) 0.0 $205k -26% 975.00 210.26
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Yum China Holdings CS (YUMC) 0.0 $201k 6.5k 30.89
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Jpmorgan Nasdaq Equity Premium Etf (JEPQ) 0.0 $201k NEW 3.6k 55.60
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Shell CS (SHEL) 0.0 $200k NEW 2.8k 72.15
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Davide Campari-milano Nv CS (DVDCF) 0.0 $197k 21k 9.51
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Clifton Mining CS (CFTN) 0.0 $1.0k 25k 0.04
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Past Filings by Appleton Partners

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

View all past filings