Appleton Partners

Appleton Partners as of Dec. 31, 2024

Portfolio Holdings for Appleton Partners

Appleton Partners holds 253 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Apple CS (AAPL) 6.7 $91M 363k 250.42
Microsoft Corp CS (MSFT) 3.7 $50M 120k 421.50
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.7 $50M 437k 115.18
Schwab Us Large-cap Etf Etf (SCHX) 3.3 $45M 1.9M 23.18
Amazon.com CS (AMZN) 3.0 $41M 187k 219.39
Broadcom CS (AVGO) 2.8 $38M 162k 231.84
Jpmorgan Chase & Co CS (JPM) 2.5 $34M 143k 239.71
Alphabet CS (GOOG) 2.2 $29M 154k 190.44
Visa CS (V) 2.1 $28M 89k 316.04
Jpmorgan Ultra-short Income Et Etf (JPST) 1.8 $25M 494k 50.37
Home Depot Inc/the CS (HD) 1.8 $24M 62k 389.00
Energy Select Sector Spdr Fund CS (XLE) 1.6 $22M 256k 85.66
Morgan Stanley CS (MS) 1.4 $19M 153k 125.72
Thermo Fisher Scientific CS (TMO) 1.4 $19M 36k 520.22
Unitedhealth Group CS (UNH) 1.4 $19M 37k 505.85
Ge Vernova CS (GEV) 1.3 $17M 52k 328.94
Netflix CS (NFLX) 1.2 $17M 19k 891.33
Blackstone CS (BX) 1.2 $17M 96k 172.42
Schwab International Equity Et Etf (SCHF) 1.2 $16M 861k 18.50
Intercontinental Exchange CS (ICE) 1.2 $16M 105k 149.01
Meta Platforms CS (META) 1.1 $15M 26k 585.51
Intuit CS (INTU) 1.1 $15M 24k 628.50
Marvell Technology CS (MRVL) 1.1 $15M 137k 110.45
Goldman Sachs Activebeta Inter Etf (GSIE) 1.1 $15M 437k 33.34
Jpmorgan Equity Premium Income Etf (JEPI) 1.1 $15M 252k 57.53
Equinix CS (EQIX) 1.1 $14M 15k 942.91
Zoetis CS (ZTS) 1.0 $14M 85k 162.92
Arthur J Gallagher & Co CS (AJG) 1.0 $14M 48k 283.84
Spdr Bloomberg Investment Grad Etf (FLRN) 1.0 $13M 436k 30.73
Spdr S&p 500 Etf Trust Etf (SPY) 1.0 $13M 23k 586.07
Ishares Core Msci Emerging Mar Etf (IEMG) 1.0 $13M 252k 52.22
Micron Technology CS (MU) 1.0 $13M 154k 84.16
Chipotle Mexican Grill CS (CMG) 0.9 $13M 207k 60.30
Bank Of America Corp CS (BAC) 0.9 $12M 279k 43.95
Verisk Analytics CS (VRSK) 0.9 $12M 44k 275.44
Danaher Corp CS (DHR) 0.9 $12M 51k 229.56
Roper Technologies CS (ROP) 0.9 $12M 23k 519.87
Sherwin-williams Co/the CS (SHW) 0.9 $12M 35k 339.92
Nvidia Corp CS (NVDA) 0.9 $12M 87k 134.29
Booking Holdings CS (BKNG) 0.9 $12M 2.3k 4968.29
Schwab Us Small-cap Etf Etf (SCHA) 0.8 $11M 432k 25.86
Procter & Gamble Co/the CS (PG) 0.8 $11M 65k 167.65
Walt Disney Co/the CS (DIS) 0.8 $11M 98k 111.35
Costco Wholesale Corp CS (COST) 0.8 $11M 12k 916.26
Merck & Co CS (MRK) 0.8 $11M 107k 99.48
Alphabet CS (GOOGL) 0.8 $11M 56k 189.30
Stryker Corp CS (SYK) 0.8 $11M 29k 360.04
Ishares Biotechnology Etf CS (IBB) 0.7 $10M 76k 132.21
Northrop Grumman Corp CS (NOC) 0.7 $9.7M 21k 469.31
First Trust Nasdaq Cybersecuri CS (CIBR) 0.7 $9.2M 146k 63.45
Republic Services CS (RSG) 0.7 $9.0M 45k 201.18
Jpmorgan Diversified Return Us Etf (JPME) 0.7 $8.9M 87k 102.47
Evercore CS (EVR) 0.6 $8.7M 31k 277.18
Spdr Portfolio Intermediate Te Etf (SPIB) 0.6 $8.7M 264k 32.76
Waste Connections CS (WCN) 0.6 $8.5M 50k 171.57
Vulcan Materials CS (VMC) 0.6 $8.3M 32k 257.23
Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $8.3M 177k 46.81
Pepsico CS (PEP) 0.6 $8.0M 52k 152.06
Constellation Software CS (CNSWF) 0.6 $7.8M 2.5k 3099.01
Palo Alto Networks CS (PANW) 0.6 $7.8M 43k 181.95
Lockheed Martin Corp CS (LMT) 0.6 $7.6M 16k 485.95
Autodesk CS (ADSK) 0.5 $7.3M 25k 295.56
Johnson & Johnson CS (JNJ) 0.5 $7.2M 50k 144.62
Abbvie CS (ABBV) 0.5 $7.1M 40k 177.70
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.5 $6.9M 276k 24.99
Monster Beverage Corp CS (MNST) 0.5 $6.6M 125k 52.56
Berkshire Hathaway CS (BRK.B) 0.5 $6.4M 14k 453.26
Tjx Cos Inc/the CS (TJX) 0.5 $6.4M 53k 120.82
Jpmorgan Ultra-short Municipal Etf (JMST) 0.5 $6.4M 126k 50.71
Ishares Core International Agg Etf (IAGG) 0.4 $5.8M 116k 49.92
Walmart CS (WMT) 0.4 $5.7M 64k 90.35
Mcdonald's Corp CS (MCD) 0.4 $5.4M 19k 289.88
Curtiss-wright Corp CS (CW) 0.4 $5.0M 14k 354.89
Amgen CS (AMGN) 0.4 $4.8M 19k 260.63
First Trust North American Ene Etf (EMLP) 0.3 $4.6M 129k 35.65
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.3 $4.6M 35k 130.69
American Tower Corp CS (AMT) 0.3 $4.5M 25k 183.43
Ishares Russell 2000 Etf Etf (IWM) 0.3 $4.4M 20k 220.94
Global X Us Preferred Etf Etf (PFFD) 0.3 $4.3M 218k 19.51
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $4.2M 199k 21.06
Utilities Select Sector Spdr F CS (XLU) 0.3 $4.0M 53k 75.70
Cme Group CS (CME) 0.3 $3.9M 17k 232.21
Eli Lilly & Co CS (LLY) 0.3 $3.7M 4.8k 771.91
Hershey Co/the CS (HSY) 0.3 $3.7M 22k 169.33
Amplify Cybersecurity Etf CS (HACK) 0.3 $3.6M 48k 74.48
CRH CS (CRH) 0.3 $3.4M 37k 92.53
Exxon Mobil Corp CS (XOM) 0.3 $3.4M 32k 107.57
Goldman Sachs Group Inc/the CS (GS) 0.2 $3.4M 5.9k 572.69
Welltower CS (WELL) 0.2 $3.3M 26k 126.04
Graniteshares Bloomberg Commod Etf (COMB) 0.2 $3.2M 163k 19.95
Watsco CS (WSO) 0.2 $3.2M 6.7k 473.86
Technology Select Sector Spdr CS (XLK) 0.2 $3.0M 13k 232.48
Discover Financial Services CS (DFS) 0.2 $3.0M 17k 173.25
Invesco Senior Loan Etf Etf (BKLN) 0.2 $2.9M 140k 21.07
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.9M 4.9k 588.69
Broadridge Financial Solutions CS (BR) 0.2 $2.9M 13k 226.10
Spdr Portfolio High Yield Bond Etf (SPHY) 0.2 $2.8M 120k 23.47
Medtronic CS (MDT) 0.2 $2.7M 33k 79.87
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.4M 32k 75.61
Cintas Corp CS (CTAS) 0.2 $2.4M 13k 182.69
Rollins CS (ROL) 0.2 $2.3M 49k 46.35
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.3M 8.5k 264.08
Te Connectivity CS (TEL) 0.2 $2.3M 16k 142.96
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.1M 23k 88.40
Dupont De Nemours CS (DD) 0.2 $2.0M 27k 76.23
Corning CS (GLW) 0.1 $2.0M 43k 47.53
Vanguard Ftse Developed Market Etf (VEA) 0.1 $2.0M 42k 47.82
Ishares National Muni Bond Etf Etf (MUB) 0.1 $2.0M 19k 106.53
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.1 $1.9M 69k 27.87
Automatic Data Processing CS (ADP) 0.1 $1.9M 6.5k 292.78
Nintendo CS (NTDOY) 0.1 $1.9M 129k 14.63
Sysco Corp CS (SYY) 0.1 $1.9M 24k 76.45
Adobe CS (ADBE) 0.1 $1.7M 3.8k 444.71
Abbott Laboratories CS (ABT) 0.1 $1.6M 14k 113.10
Vanguard Information Technolog Etf (VGT) 0.1 $1.5M 2.4k 621.95
Servicenow CS (NOW) 0.1 $1.4M 1.4k 1059.94
Spdr S&p Oil & Gas Exploration CS (XOP) 0.1 $1.4M 11k 132.34
Financial Select Sector Spdr F CS (XLF) 0.1 $1.3M 27k 48.35
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $1.3M 2.5k 511.25
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $1.3M 4.4k 287.72
Ishares Core Total Usd Bond Ma Etf (IUSB) 0.1 $1.3M 28k 45.22
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $1.3M 3.2k 401.59
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.3M 22k 57.42
Verisign CS (VRSN) 0.1 $1.2M 6.0k 206.99
Communication Services Select CS (XLC) 0.1 $1.2M 13k 96.85
Accenture CS (ACN) 0.1 $1.2M 3.4k 351.93
Becton Dickinson & Co CS (BDX) 0.1 $1.2M 5.1k 226.80
Vanguard Large-cap Etf Etf (VV) 0.1 $1.2M 4.3k 269.63
Vanguard Total Stock Market Et Etf (VTI) 0.1 $1.2M 4.0k 289.88
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $1.1M 17k 62.31
Coca-cola Co/the CS (KO) 0.1 $1.0M 17k 62.24
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $1.0M 23k 44.03
Oracle Corp CS (ORCL) 0.1 $987k 5.9k 166.64
Amphenol Corp CS (APH) 0.1 $974k 14k 69.45
Schwab Fundamental U.s. Large Etf (FNDX) 0.1 $965k 41k 23.68
Texas Instruments CS (TXN) 0.1 $955k 5.1k 187.48
Spdr Msci Emerging Markets Str Etf (QEMM) 0.1 $913k 16k 57.04
Union Pacific Corp CS (UNP) 0.1 $843k 3.7k 228.08
Airbnb CS (ABNB) 0.1 $824k 6.3k 131.46
Ishares Select Dividend Etf Etf (DVY) 0.1 $812k 6.2k 131.31
Ishares Msci Emerging Markets Etf (EEM) 0.1 $809k 19k 41.84
Lowe's Cos CS (LOW) 0.1 $796k 3.2k 246.67
Ishares Russell Mid-cap Growth Etf (IWP) 0.1 $789k 6.2k 126.73
Salesforce CS (CRM) 0.1 $781k 2.3k 334.19
Cisco Systems CS (CSCO) 0.1 $752k 13k 59.22
Westinghouse Air Brake Technol CS (WAB) 0.1 $731k 3.9k 189.67
Vertex Pharmaceuticals CS (VRTX) 0.1 $728k 1.8k 402.65
Mondelez International CS (MDLZ) 0.1 $727k 12k 59.71
Yum! Brands CS (YUM) 0.1 $710k 5.3k 134.16
Berkshire Hathaway CS (BRK.A) 0.1 $681k 1.00 681000.00
General Mills CS (GIS) 0.0 $675k 11k 63.79
Spdr Gold Shares Etf (GLD) 0.0 $675k 2.8k 242.28
Spdr S&p Dividend Etf Etf (SDY) 0.0 $675k 5.1k 132.09
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $673k 25k 27.34
Wells Fargo & Co CS (WFC) 0.0 $623k 8.9k 70.19
Mastercard CS (MA) 0.0 $623k 1.2k 526.18
General Electric CS (GE) 0.0 $621k 3.7k 166.85
Csx Corp CS (CSX) 0.0 $605k 19k 32.28
International Business Machine CS (IBM) 0.0 $604k 2.7k 219.72
Caterpillar CS (CAT) 0.0 $596k 1.6k 362.97
Waste Management CS (WM) 0.0 $582k 2.9k 201.94
Silvercrest Asset Management G CS (SAMG) 0.0 $582k 32k 18.39
Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $580k 5.5k 104.98
Vanguard Dividend Appreciation Etf (VIG) 0.0 $578k 3.0k 195.73
Trane Technologies CS (TT) 0.0 $574k 1.6k 369.13
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.0 $568k 8.0k 70.69
Schwab Fundamental Internation Etf (FNDF) 0.0 $561k 17k 33.24
O'reilly Automotive CS (ORLY) 0.0 $558k 471.00 1184.71
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $557k 978.00 569.53
Ishares Gold Trust Etf (IAU) 0.0 $548k 11k 49.49
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $547k 18k 29.71
Colgate-palmolive CS (CL) 0.0 $532k 5.8k 90.99
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $512k 4.4k 115.32
Rtx Corp CS (RTX) 0.0 $509k 4.4k 115.81
Travelers Cos Inc/the CS (TRV) 0.0 $498k 2.1k 240.93
Vanguard Small-cap Etf Etf (VB) 0.0 $496k 2.1k 240.08
Vanguard S&p 500 Etf Etf (VOO) 0.0 $493k 914.00 539.39
Archer-daniels-midland CS (ADM) 0.0 $480k 9.5k 50.54
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $474k 5.7k 83.11
Chevron Corp CS (CVX) 0.0 $474k 3.3k 144.82
Vanguard Ftse All World Ex-us Etf (VSS) 0.0 $474k 4.1k 114.58
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $469k 2.9k 164.04
Honeywell International CS (HON) 0.0 $466k 2.1k 226.10
Church & Dwight CS (CHD) 0.0 $449k 4.3k 104.66
Eog Resources CS (EOG) 0.0 $447k 3.6k 122.53
Starbucks Corp CS (SBUX) 0.0 $447k 4.9k 91.30
3M CS (MMM) 0.0 $445k 3.5k 128.95
Cigna Group/the CS (CI) 0.0 $443k 1.6k 276.01
Darden Restaurants CS (DRI) 0.0 $441k 2.4k 186.79
Rli Corp CS (RLI) 0.0 $439k 2.7k 164.73
Intel Corp CS (INTC) 0.0 $431k 22k 20.06
Valero Energy Corp CS (VLO) 0.0 $426k 3.5k 122.45
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $418k 2.2k 190.87
At&t CS (T) 0.0 $416k 18k 22.76
Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $412k 3.8k 109.14
Nxp Semiconductors Nv CS (NXPI) 0.0 $407k 2.0k 207.87
Deere & Co CS (DE) 0.0 $402k 948.00 424.05
Ishares Esg Aware Msci Eafe Et Etf (ESGD) 0.0 $394k 5.2k 76.19
Illinois Tool Works CS (ITW) 0.0 $392k 1.5k 253.89
Applied Materials CS (AMAT) 0.0 $377k 2.3k 162.57
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $367k 5.2k 70.33
Wec Energy Group CS (WEC) 0.0 $366k 3.9k 94.16
Verizon Communications CS (VZ) 0.0 $365k 9.1k 39.94
Schwab Us Broad Market Etf Etf (SCHB) 0.0 $360k 16k 22.71
Tesla CS (TSLA) 0.0 $359k 889.00 403.82
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $359k 1.8k 198.34
Fortive Corp CS (FTV) 0.0 $356k 4.7k 75.06
Global X Video Games & Esports CS (HERO) 0.0 $354k 15k 23.47
Constellation Brands CS (STZ) 0.0 $353k 1.6k 221.32
Southern Co/the CS (SO) 0.0 $345k 4.2k 82.22
Boeing Co/the CS (BA) 0.0 $327k 1.8k 176.95
Chubb CS (CB) 0.0 $327k 1.2k 276.18
Consumer Staples Select Sector CS (XLP) 0.0 $326k 4.1k 78.57
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $316k 2.4k 129.14
Vanguard High Dividend Yield E Etf (VYM) 0.0 $311k 2.4k 127.67
Kimberly-clark Corp CS (KMB) 0.0 $307k 2.3k 130.86
Iqvia Holdings CS (IQV) 0.0 $302k 1.5k 196.61
Nike CS (NKE) 0.0 $301k 4.0k 75.70
Ishares U.s. Energy Etf Etf (IYE) 0.0 $298k 6.5k 45.57
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $295k 8.7k 33.91
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $290k 5.6k 51.93
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $283k 11k 26.62
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $279k 10k 27.72
Invesco S&p 500 Equal Weight E Etf (RSP) 0.0 $275k 1.6k 175.16
Ametek CS (AME) 0.0 $274k 1.5k 180.26
Ford Motor CS (F) 0.0 $269k 27k 9.91
Vanguard Value Etf Etf (VTV) 0.0 $265k 1.6k 169.01
Allstate Corp/the CS (ALL) 0.0 $259k 1.3k 192.42
Pfizer CS (PFE) 0.0 $255k 9.6k 26.49
Yum China Holdings CS (YUMC) 0.0 $254k 5.3k 48.11
Spdr Dow Jones Industrial Aver Etf (DIA) 0.0 $248k 582.00 426.12
Advanced Micro Devices CS (AMD) 0.0 $239k 2.0k 120.59
Proshares Trust S&p 500 Ex-ene Etf (SPXE) 0.0 $239k 3.8k 63.23
Trade Desk Inc/the CS (TTD) 0.0 $236k 2.0k 117.47
Vanguard Growth Etf Etf (VUG) 0.0 $234k 569.00 411.25
Comcast Corp CS (CMCSA) 0.0 $232k 6.2k 37.47
Jpmorgan Nasdaq Equity Premium Etf (JEPQ) 0.0 $232k 4.1k 56.38
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $232k 3.3k 69.92
T-mobile Us CS (TMUS) 0.0 $230k 1.0k 220.94
Unilever CS (UNLYF) 0.0 $230k 3.9k 58.91
Us Diversified Real Estate Etf Etf (PPTY) 0.0 $217k 6.8k 32.12
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $214k 2.7k 80.06
Nucor Corp CS (NUE) 0.0 $214k 1.8k 116.62
Edwards Lifesciences Corp CS (EW) 0.0 $214k 2.9k 74.13
Marsh & Mclennan Cos CS (MMC) 0.0 $211k 994.00 212.27
Materials Select Sector Spdr F CS (XLB) 0.0 $211k 2.5k 84.23
First Trust Us Equity Opportun Etf (FPX) 0.0 $205k 1.7k 119.46
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $205k 2.3k 88.59
Vanguard Mortgage-backed Secur Etf (VMBS) 0.0 $204k 4.5k 45.32
Invesco Financial Preferred Et Etf (PGF) 0.0 $187k 13k 14.52
Davide Campari-milano Nv CS (DVDCF) 0.0 $129k 21k 6.22
Noram Lithium Corp CS (NRVTF) 0.0 $5.0k 75k 0.07
Clifton Mining CS (CFTN) 0.0 $1.0k 25k 0.04