Appleton Partners

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

Portfolio Holdings for Appleton Partners

Companies in the Appleton Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Apple (AAPL) 5.17 146.79k -3% 254.29
J P Morgan Exchange Traded F ultra shrt (JPST) 4.15 603.12k 49.67
Goldman Sachs Etf Tr (GSLC) 3.58 494.98k 52.19
Visa (V) 2.91 130.14k -3% 161.12
Amazon (AMZN) 2.86 10.60k 1949.73
Microsoft Corporation (MSFT) 2.47 113.02k 157.71
Home Depot (HD) 2.30 88.83k 186.71
Schwab Strategic Tr us lrg cap etf (SCHX) 2.18 257.25k -19% 61.25
Thermo Fisher Scientific (TMO) 2.13 54.12k 283.59
JPMorgan Chase & Co. (JPM) 2.02 161.71k 90.03
American Tower Reit (AMT) 1.90 62.85k 217.76
Spdr S&p 500 Etf (SPY) 1.58 44.34k -4% 257.75
Zoetis Inc Cl A (ZTS) 1.50 92.03k 117.69
Lockheed Martin Corporation (LMT) 1.45 30.95k +2% 338.95
Pepsi (PEP) 1.43 85.75k -2% 120.11
Goldman Sachs Etf Tr activebeta int (GSIE) 1.42 442.96k 23.06
Intuit (INTU) 1.40 43.81k 229.99
Johnson & Johnson (JNJ) 1.34 73.71k -4% 131.13
Schwab International Equity ETF (SCHF) 1.31 366.36k 25.84
Spdr Ser Tr cmn (FLRN) 1.30 318.64k +6% 29.40
Alphabet Inc Class C cs (GOOG) 1.30 8.04k +2% 1162.85
Costco Wholesale Corporation (COST) 1.29 32.67k -4% 285.14
Intercontinentalex.. (ICE) 1.29 115.21k 80.75
Procter & Gamble Company (PG) 1.28 83.92k 110.00
UnitedHealth (UNH) 1.26 36.42k -2% 249.39
Adobe Systems Incorporated (ADBE) 1.25 28.46k -3% 318.22
Sherwin-Williams Company (SHW) 1.09 17.20k -2% 459.50
Bank of America Corporation (BAC) 1.04 353.54k 21.23
Medtronic (MDT) 1.02 81.45k 90.18
Spdr Index Shs Fds em qual mix (QEMM) 0.93 143.33k 46.79
Walt Disney Company (DIS) 0.88 65.58k +4% 96.60
Alphabet Inc Class A cs (GOOGL) 0.82 5.09k 1161.92
Verizon Communications (VZ) 0.82 109.51k +3% 53.73
Roper Industries (ROP) 0.81 18.72k -2% 311.81
iShares NASDAQ Biotechnology Index (IBB) 0.77 51.62k -2% 107.74
TJX Companies (TJX) 0.75 113.49k -13% 47.81
Paypal Holdings (PYPL) 0.75 56.30k -5% 95.75
Amgen (AMGN) 0.73 26.01k -2% 202.75
Accenture (ACN) 0.69 30.31k -2% 163.27
Xylem (XYL) 0.68 74.89k +6% 65.12
Etf Managers Tr purefunds ise cy (HACK) 0.64 129.29k -8% 35.67
Estee Lauder Companies (EL) 0.59 26.53k +8% 159.34
SPDR Barclays Capital Aggregate Bo (SPAB) 0.58 138.52k +5% 30.22
Netflix (NFLX) 0.58 11.11k -7% 375.50
Ishares Tr core intl aggr (IAGG) 0.57 74.90k 54.69
Americold Rlty Tr (COLD) 0.56 118.03k +37% 34.04
SVB Financial (SIVB) 0.55 26.41k -2% 151.07
Abbvie (ABBV) 0.55 52.00k -4% 76.19
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.54 115.27k +3% 34.01
Fiserv (FISV) 0.54 41.02k +2% 95.00
At&t (T) 0.54 132.50k +10% 29.15
J P Morgan Exchange Traded F fund (JPME) 0.53 76.61k 49.84
iShares Russell 2000 Index (IWM) 0.53 33.33k -4% 114.47
Invesco Financial Preferred Et other (PGF) 0.51 217.71k 16.89
United Technologies convertible/ 0.50 38.43k NEW 94.32
Brookfield Asset Management (BAM) 0.50 81.35k +3% 44.25
McDonald's Corporation (MCD) 0.50 21.63k -31% 165.36
Verisign (VRSN) 0.49 19.69k 180.07
Stryker Corporation (SYK) 0.48 20.65k +7% 166.48
Electronic Arts (EA) 0.46 33.44k 100.17
Broadcom (AVGO) 0.46 14.07k -24% 237.14
Merck & Co (MRK) 0.46 42.72k 76.94
Republic Services (RSG) 0.43 41.50k +20% 75.06
Palo Alto Networks (PANW) 0.42 18.41k -12% 163.94
Activision Blizzard (ATVI) 0.42 50.46k +2% 59.49
Cisco Systems (CSCO) 0.40 73.03k -6% 39.31
Edwards Lifesciences (EW) 0.40 15.21k 188.63
Crown Castle Intl (CCI) 0.40 19.81k -4% 144.41
Danaher Corporation (DHR) 0.39 20.13k +195% 138.42
Cme (CME) 0.37 15.45k 172.94
J P Morgan Exchange Traded F fund (JPSE) 0.37 122.64k -6% 21.55
Schwab U S Small Cap ETF (SCHA) 0.35 49.52k -21% 51.51
Monster Beverage Corp (MNST) 0.35 44.84k -2% 56.26
Schwab Strategic Tr us reit etf (SCHH) 0.34 75.21k 32.74
Goldman Sachs (GS) 0.33 15.55k -5% 154.60
Berkshire Hathaway (BRK.B) 0.33 13.14k 182.85
iShares MSCI EAFE Index Fund (EFA) 0.33 44.74k -5% 53.46
Facebook Inc cl a (FB) 0.32 13.93k -4% 166.81
Constellation Brands (STZ) 0.32 16.20k -56% 143.36
Vanguard Europe Pacific ETF (VEA) 0.31 67.85k -3% 33.34
Vertex Pharmaceuticals Incorporated (VRTX) 0.31 9.29k 237.97
Exxon Mobil Corporation (XOM) 0.30 56.22k -5% 37.98
Equinix (EQIX) 0.30 3.41k +54% 624.45
Intel Corporation (INTC) 0.29 39.08k -3% 54.12
Mondelez Int (MDLZ) 0.28 40.36k -20% 50.07
First Tr Exchange-traded Fd no amer energy (EMLP) 0.28 112.88k -8% 17.79
Ishares Inc core msci emkt (IEMG) 0.28 49.34k -5% 40.47
Utilities SPDR (XLU) 0.26 34.37k 55.40
Illumina (ILMN) 0.26 6.93k -5% 273.19
Union Pacific Corporation (UNP) 0.26 13.35k -9% 141.01
Ecolab (ECL) 0.26 11.92k +20% 155.80
Vulcan Materials Company (VMC) 0.25 16.94k +15% 108.09
Abbott Laboratories (ABT) 0.25 22.64k -7% 78.91
D.R. Horton (DHI) 0.24 51.19k +17% 33.99
Texas Instruments Incorporated (TXN) 0.24 17.27k -5% 99.96
Metropcs Communications (TMUS) 0.24 20.46k +3% 83.91
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 0.23 17.46k +3% 94.73
iShares Lehman Aggregate Bond (AGG) 0.23 14.28k +3% 115.36
Charles Schwab Corporation (SCHW) 0.23 48.87k -7% 33.62
Iqvia Holdings (IQV) 0.23 15.16k +9% 107.83
iShares S&P 500 Index (IVV) 0.22 6.14k 258.31
Vanguard Mid-Cap ETF (VO) 0.21 11.72k 131.69
Booking Holdings (BKNG) 0.21 1.14k -17% 1345.34
Graniteshares Etf Tr bbg commd k 1 (COMB) 0.21 81.40k -5% 18.55
Northrop Grumman Corporation (NOC) 0.20 4.87k -5% 302.63
iShares Russell Midcap Index Fund (IWR) 0.20 33.95k 43.18
Energy Select Sector SPDR (XLE) 0.20 49.65k +8% 29.06
J P Morgan Exchange Traded F diversified et (JPHF) 0.20 76.01k 18.96
Automatic Data Processing (ADP) 0.19 10.25k 136.63
Vanguard FTSE All-World ex-US ETF (VEU) 0.19 33.84k -8% 41.01
Ishares Tr eafe min volat (EFAV) 0.19 22.03k -3% 62.05
Scotts Miracle-Gro Company (SMG) 0.19 13.31k 102.37
Lamar Advertising Co-a (LAMR) 0.18 25.94k 51.27
MasterCard Incorporated (MA) 0.18 5.48k 241.52
Paychex (PAYX) 0.17 19.79k -4% 62.90
SYSCO Corporation (SYY) 0.17 27.19k -5% 45.65
Colgate-Palmolive Company (CL) 0.17 18.61k -9% 66.38
Baxter International (BAX) 0.17 15.12k +371% 81.17
Morgan Stanley (MS) 0.17 36.09k -2% 34.00
Federated Investors (FHI) 0.17 63.15k -19% 19.05
Chubb (CB) 0.16 10.32k 111.67
Citigroup (C) 0.16 27.12k -7% 42.10
iShares MSCI Emerging Markets Indx (EEM) 0.16 33.35k -2% 34.12
International Business Machines (IBM) 0.16 10.16k -2% 110.97
Wabtec Corporation (WAB) 0.16 23.34k -20% 48.11
Te Connectivity Ltd for (TEL) 0.15 17.74k -15% 63.01
3M Company (MMM) 0.15 8.07k +3% 136.54
Nxp Semiconductors N V (NXPI) 0.14 12.55k -33% 82.92
Vanguard Telecommunication Services ETF (VOX) 0.14 13.26k 76.17
CSX Corporation (CSX) 0.14 17.62k -58% 57.32
Coca-Cola Company (KO) 0.14 22.13k 44.23
Northern Trust Corporation (NTRS) 0.13 12.78k -9% 75.44
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.13 21.61k -7% 43.23
S&p Global (SPGI) 0.13 3.73k -5% 244.98
Raytheon Company 0.12 6.85k +38% 131.22
Domino's Pizza (DPZ) 0.12 2.75k -17% 324.14
Eli Lilly & Co. (LLY) 0.12 6.43k +33% 138.66
Pfizer (PFE) 0.12 27.31k -20% 32.63
Wells Fargo & Company (WFC) 0.12 30.71k -5% 28.69
Nextera Energy (NEE) 0.11 3.33k +9% 240.76
Albemarle Corporation (ALB) 0.11 13.53k -26% 56.40
Tyson Foods (TSN) 0.10 12.83k NEW 57.91
Invesco Senior Loan Etf otr (BKLN) 0.10 36.18k -33% 20.45
Bristol Myers Squibb (BMY) 0.10 13.15k -10% 55.72
Valero Energy Corporation (VLO) 0.10 15.86k -56% 45.34
Okta Inc cl a (OKTA) 0.10 5.76k -14% 122.18
Amphenol Corporation (APH) 0.10 9.57k -22% 72.86
Schwab Strategic Tr us aggregate b (SCHZ) 0.10 12.76k +9% 54.25
Vanguard REIT ETF (VNQ) 0.09 9.23k 69.90
Vanguard Emerging Markets ETF (VWO) 0.09 18.92k 33.56
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.08 8.25k NEW 74.31
Church & Dwight (CHD) 0.08 9.21k -10% 64.19
iShares S&P MidCap 400 Index (IJH) 0.08 4.10k -4% 143.83
Honeywell International (HON) 0.08 4.36k -13% 133.82
SPDR Gold Trust (GLD) 0.08 3.93k 148.17
iShares Russell 2000 Growth Index (IWO) 0.08 3.65k -2% 158.18
BioMarin Pharmaceutical (BMRN) 0.08 6.74k +9% 84.53
NVIDIA Corporation (NVDA) 0.08 2.15k 263.60
Wal-Mart Stores (WMT) 0.08 4.93k 113.52
Trex Company (TREX) 0.08 6.85k -14% 80.15
General Electric Company (GE) 0.08 68.65k -4% 7.94
Dow (DOW) 0.07 18.08k -10% 29.25
Chevron Corporation (CVX) 0.07 7.27k -5% 72.45
Air Products & Chemicals (APD) 0.07 2.62k +2% 199.47
EOG Resources (EOG) 0.07 14.40k -16% 35.89
Carlisle Companies (CSL) 0.07 4.09k 125.18
iShares Russell Midcap Growth Idx. (IWP) 0.07 4.14k 121.53
Clorox Company (CLX) 0.07 2.87k -10% 173.11
Illinois Tool Works (ITW) 0.07 3.43k 142.15
iShares Russell 1000 Growth Index (IWF) 0.07 3.19k 150.71
SPDR S&P Dividend (SDY) 0.07 5.95k 79.82
eBay (EBAY) 0.07 15.66k -12% 30.07
Gilead Sciences (GILD) 0.06 6.17k NEW 74.70
Vanguard Dividend Appreciation ETF (VIG) 0.06 4.44k -4% 103.51
Comcast Corporation (CMCSA) 0.06 13.06k -15% 34.38
SPDR S&P MidCap 400 ETF (MDY) 0.06 1.69k -2% 263.00
Sensata Technolo (ST) 0.06 15.35k -4% 28.92
Wec Energy Group (WEC) 0.06 4.97k 88.09
Digital Realty Trust (DLR) 0.06 3.15k 138.82
Sirius Xm Holdings (SIRI) 0.06 87.65k -21% 4.94
Technology SPDR (XLK) 0.06 5.27k 80.44
Akamai Technologies (AKAM) 0.06 4.61k -15% 91.48
Invesco Qqq Trust Series 1 (QQQ) 0.06 2.19k -2% 190.30
Deere & Company (DE) 0.06 2.97k -18% 138.24
Waste Management (WM) 0.06 4.43k -19% 92.55
Synchrony Financial (SYF) 0.06 25.41k -5% 16.10
Ameriprise Financial (AMP) 0.06 3.87k 102.50
Vanguard High Dividend Yield ETF (VYM) 0.05 5.60k +2% 70.68
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.05 4.49k +66% 86.66
Bright Horizons Fam Sol In D (BFAM) 0.05 3.81k +97% 101.94
Medallia (MDLA) 0.05 19.00k NEW 20.05
Weyerhaeuser Company (WY) 0.05 22.40k +15% 16.96
Schlumberger (SLB) 0.05 28.09k -7% 13.49
Target Corporation (TGT) 0.05 4.08k 92.91
Applied Materials (AMAT) 0.05 8.26k -9% 45.79
Shopify Inc cl a (SHOP) 0.05 886 +46% 416.48
Novartis (NVS) 0.05 4.39k -9% 82.50
Ishares Tr usa min vo (USMV) 0.05 6.70k -13% 54.04
Archer Daniels Midland Company (ADM) 0.05 10.19k 35.14
L3harris Technologies (LHX) 0.05 1.95k -19% 179.95
iShares Russell 2000 Value Index (IWN) 0.05 4.24k -14% 82.09
Rli (RLI) 0.05 3.94k -4% 87.82
Schwab Strategic Tr sht tm us tres (SCHO) 0.05 6.59k 51.72
CF Industries Holdings (CF) 0.05 12.15k -6% 27.17
Linde (LIN) 0.04 1.87k -22% 173.00
General Mills (GIS) 0.04 6.08k 52.80
Broadridge Financial Solutions (BR) 0.04 3.37k 94.84
iShares S&P 500 Value Index (IVE) 0.04 3.32k +4% 96.20
First Trust IPOX-100 Index Fund (FPX) 0.04 5.03k 63.08
PNC Financial Services (PNC) 0.04 3.29k +2% 95.60
salesforce (CRM) 0.04 2.15k +8% 143.99
Nike (NKE) 0.04 3.69k -63% 82.66
Spdr Euro Stoxx 50 Etf (FEZ) 0.04 10.30k -5% 29.52
V.F. Corporation (VFC) 0.04 5.44k -11% 54.02
Lowe's Companies (LOW) 0.04 3.35k 86.07
Workday Inc cl a (WDAY) 0.04 2.20k -7% 130.28
PPG Industries (PPG) 0.04 3.38k 83.51
Travelers Companies (TRV) 0.04 2.83k -5% 99.51
Becton, Dickinson and (BDX) 0.04 1.22k 229.32
Consolidated Edison (ED) 0.04 3.59k 78.08
American Express Company (AXP) 0.04 3.26k +5% 85.53
Fortive (FTV) 0.04 5.04k NEW 55.21
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.04 7.86k -6% 35.26
Delphi Automotive Inc international (APTV) 0.04 5.41k -11% 49.17
Vanguard Total Stock Market ETF (VTI) 0.04 2.05k +24% 129.03
Biogen Idec (BIIB) 0.04 833 -15% 316.93
Southern Company (SO) 0.04 4.85k -3% 54.23
Servicenow (NOW) 0.04 900 -25% 286.67
Laboratory Corp. of America Holdings (LH) 0.04 2.00k 126.50
Boeing Company (BA) 0.03 1.68k -54% 149.08
Vail Resorts (MTN) 0.03 1.68k -77% 147.62
Dupont De Nemours (DD) 0.03 7.18k -16% 34.13
Prudential Financial (PRU) 0.03 4.67k 52.07
Etf Managers Tr etho climate l (ETHO) 0.03 7.24k 32.90
Vanguard Value ETF (VTV) 0.03 2.67k NEW 88.90
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.03 4.71k 49.89
Vanguard Growth ETF (VUG) 0.03 1.48k +34% 156.76
iShares S&P MidCap 400 Value Index (IJJ) 0.03 2.10k 109.52
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.03 8.91k NEW 25.80
Spdr Ser Tr cmn (SMLV) 0.03 3.46k -22% 66.19
Omni (OMC) 0.03 4.14k NEW 54.83
iShares Dow Jones Select Dividend (DVY) 0.03 3.05k -24% 73.44
Vanguard Small-Cap ETF (VB) 0.03 1.92k -3% 115.56
Vanguard Mortgage Bkd Sects ETF (VMBS) 0.03 4.08k -2% 54.48
Schwab Strategic Tr us dividend eq (SCHD) 0.03 4.84k +18% 45.06
Sch Fnd Intl Lg Etf (FNDF) 0.03 10.03k -5% 21.04
Zimmer Holdings (ZBH) 0.03 2.07k 101.25
Vanguard S&p 500 Etf idx (VOO) 0.03 877 -17% 237.17
iShares Russell 3000 Index (IWV) 0.03 1.40k -13% 148.57
MGM Resorts International. (MGM) 0.03 17.65k -56% 11.79
Tiffany & Co. (TIF) 0.03 1.60k 129.38
Starbucks Corporation (SBUX) 0.03 3.14k -4% 65.69
Sarepta Therapeutics (SRPT) 0.03 2.08k 97.60
E C N Capital 0.01 37.50k -47% 2.64
QuinStreet (QNST) 0.01 10.20k -34% 8.04
Everi Hldgs (EVRI) 0.01 13.90k -33% 3.31
Geely Automotive Hldgs (GELYF) 0.00 10.50k 1.43
China Solar & Clean Energy Sol 0.00 20.00k 0.00

Past Filings by Appleton Partners

View past SEC 13F filings by Appleton Partners

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