Appleton Partners

Appleton Partners as of March 31, 2025

Portfolio Holdings for Appleton Partners

Appleton Partners holds 243 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.1 $79M 354k 222.13
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.7 $48M 434k 110.08
Microsoft Corp CS (MSFT) 3.5 $46M 122k 375.39
Schwab Us Large-cap Etf Etf (SCHX) 3.2 $42M 1.9M 22.08
Amazon.com CS (AMZN) 2.7 $35M 185k 190.26
Jpmorgan Chase & Co CS (JPM) 2.6 $34M 139k 245.30
Visa CS (V) 2.4 $31M 87k 350.46
Energy Select Sector Spdr Fund CS (XLE) 2.0 $26M 273k 93.45
Broadcom CS (AVGO) 2.0 $25M 152k 167.43
Jpmorgan Ultra-short Income Et Etf (JPST) 1.9 $24M 482k 50.63
Alphabet CS (GOOG) 1.9 $24M 154k 156.23
Home Depot Inc/the CS (HD) 1.8 $24M 64k 366.49
Unitedhealth Group CS (UNH) 1.5 $19M 37k 523.75
Meta Platforms CS (META) 1.4 $18M 32k 576.36
Morgan Stanley CS (MS) 1.4 $18M 155k 116.67
Thermo Fisher Scientific CS (TMO) 1.4 $18M 36k 497.62
Schwab International Equity Et Etf (SCHF) 1.3 $17M 855k 19.78
Arthur J Gallagher & Co CS (AJG) 1.3 $17M 49k 345.23
Intercontinental Exchange CS (ICE) 1.3 $17M 96k 172.50
Netflix CS (NFLX) 1.3 $16M 18k 932.52
Goldman Sachs Activebeta Inter Etf (GSIE) 1.2 $16M 434k 35.65
Ge Vernova CS (GEV) 1.2 $15M 49k 305.29
Jpmorgan Equity Premium Income Etf (JEPI) 1.1 $15M 260k 57.14
Intuit CS (INTU) 1.1 $15M 24k 613.99
Spdr Bloomberg Investment Grad Etf (FLRN) 1.1 $15M 470k 30.82
Ishares Core Msci Emerging Mar Etf (IEMG) 1.1 $14M 261k 53.97
Berkshire Hathaway CS (BRK.B) 1.1 $14M 26k 532.59
Zoetis CS (ZTS) 1.1 $14M 83k 164.65
Blackstone CS (BX) 1.0 $14M 97k 139.78
Micron Technology CS (MU) 1.0 $14M 155k 86.89
Roper Technologies CS (ROP) 1.0 $13M 23k 589.56
Verisk Analytics CS (VRSK) 1.0 $13M 44k 297.62
Welltower CS (WELL) 1.0 $13M 82k 153.22
Spdr S&p 500 Etf Trust Etf (SPY) 0.9 $12M 22k 559.37
Danaher Corp CS (DHR) 0.9 $12M 59k 205.01
Sherwin-williams Co/the CS (SHW) 0.9 $12M 35k 349.20
Procter & Gamble Co/the CS (PG) 0.9 $11M 66k 170.41
Republic Services CS (RSG) 0.9 $11M 46k 242.16
Stryker Corp CS (SYK) 0.8 $11M 29k 372.27
Northrop Grumman Corp CS (NOC) 0.8 $11M 21k 511.99
Schwab Us Small-cap Etf Etf (SCHA) 0.8 $11M 449k 23.43
Booking Holdings CS (BKNG) 0.8 $11M 2.3k 4606.95
Chipotle Mexican Grill CS (CMG) 0.8 $10M 206k 50.21
Costco Wholesale Corp CS (COST) 0.8 $10M 11k 945.85
Ishares Biotechnology Etf CS (IBB) 0.8 $10M 78k 127.90
Walt Disney Co/the CS (DIS) 0.7 $9.7M 98k 98.70
Waste Connections CS (WCN) 0.7 $9.6M 49k 195.20
First Trust Nasdaq Cybersecuri CS (CIBR) 0.7 $9.3M 148k 63.00
Marvell Technology CS (MRVL) 0.7 $9.3M 151k 61.57
Spdr Portfolio Intermediate Te Etf (SPIB) 0.7 $9.1M 275k 33.24
Nvidia Corp CS (NVDA) 0.7 $9.1M 84k 108.38
Jpmorgan Diversified Return Us Etf (JPME) 0.7 $8.8M 88k 100.57
Vulcan Materials CS (VMC) 0.7 $8.5M 37k 233.31
Alphabet CS (GOOGL) 0.7 $8.4M 55k 154.63
Johnson & Johnson CS (JNJ) 0.6 $8.0M 48k 165.84
Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $7.9M 182k 43.59
Constellation Software CS (CNSWF) 0.6 $7.9M 2.5k 3166.13
Abbvie CS (ABBV) 0.6 $7.9M 38k 209.53
Pepsico CS (PEP) 0.6 $7.7M 51k 149.94
Curtiss-wright Corp CS (CW) 0.6 $7.6M 24k 317.27
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.6 $7.5M 292k 25.54
Monster Beverage Corp CS (MNST) 0.6 $7.1M 122k 58.52
Lockheed Martin Corp CS (LMT) 0.5 $7.1M 16k 446.72
Evercore CS (EVR) 0.5 $7.0M 35k 199.73
Palo Alto Networks CS (PANW) 0.5 $6.7M 39k 170.64
Autodesk CS (ADSK) 0.5 $6.5M 25k 261.81
Jpmorgan Ultra-short Municipal Etf (JMST) 0.5 $6.2M 122k 50.85
Ishares Core International Agg Etf (IAGG) 0.5 $6.1M 123k 49.99
Tjx Cos Inc/the CS (TJX) 0.5 $6.1M 51k 121.79
Walmart CS (WMT) 0.5 $6.0M 69k 87.79
Mcdonald's Corp CS (MCD) 0.5 $5.9M 19k 312.38
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.4 $5.6M 45k 123.88
American Tower Corp CS (AMT) 0.4 $4.9M 23k 217.59
First Trust North American Ene Etf (EMLP) 0.4 $4.8M 127k 37.49
Utilities Select Sector Spdr F CS (XLU) 0.4 $4.6M 59k 78.86
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $4.4M 206k 21.51
Global X Us Preferred Etf Etf (PFFD) 0.3 $4.3M 227k 19.04
Cme Group CS (CME) 0.3 $4.3M 16k 265.27
Hershey Co/the CS (HSY) 0.3 $4.0M 23k 171.02
Exxon Mobil Corp CS (XOM) 0.3 $3.9M 33k 118.92
Eli Lilly & Co CS (LLY) 0.3 $3.9M 4.7k 825.90
Ishares Russell 2000 Etf Etf (IWM) 0.3 $3.9M 19k 199.48
Graniteshares Bloomberg Commod Etf (COMB) 0.3 $3.7M 169k 21.70
Watsco CS (WSO) 0.3 $3.5M 6.8k 508.23
Amplify Cybersecurity Etf CS (HACK) 0.3 $3.4M 48k 71.81
CRH CS (CRH) 0.3 $3.4M 39k 87.97
Cintas Corp CS (CTAS) 0.3 $3.3M 16k 205.54
Broadridge Financial Solutions CS (BR) 0.2 $3.2M 13k 242.47
Medtronic CS (MDT) 0.2 $3.1M 35k 89.87
Goldman Sachs Group Inc/the CS (GS) 0.2 $3.0M 5.5k 546.27
Invesco Senior Loan Etf Etf (BKLN) 0.2 $3.0M 146k 20.70
Spdr Portfolio High Yield Bond Etf (SPHY) 0.2 $2.9M 125k 23.42
Discover Financial Services CS 0.2 $2.9M 17k 170.71
Rollins CS (ROL) 0.2 $2.9M 53k 54.03
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.8M 5.0k 561.87
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.6M 32k 81.72
Technology Select Sector Spdr CS (XLK) 0.2 $2.5M 12k 206.46
Automatic Data Processing CS (ADP) 0.2 $2.5M 8.1k 305.57
Sysco Corp CS (SYY) 0.2 $2.3M 31k 75.05
Te Connectivity CS (TEL) 0.2 $2.3M 16k 141.32
Equinix CS (EQIX) 0.2 $2.3M 2.8k 815.28
Nintendo CS (NTDOY) 0.2 $2.2M 131k 17.17
Dupont De Nemours CS (DD) 0.2 $2.2M 29k 74.69
Amgen CS (AMGN) 0.2 $2.0M 6.6k 311.46
Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.0M 40k 50.83
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.0M 23k 85.06
Corning CS (GLW) 0.1 $1.9M 42k 45.78
Abbott Laboratories CS (ABT) 0.1 $1.9M 14k 132.67
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.1 $1.9M 75k 25.03
Bank Of America Corp CS (BAC) 0.1 $1.9M 44k 41.73
Vanguard Mid-cap Etf Etf (VO) 0.1 $1.6M 6.2k 258.58
Adobe CS (ADBE) 0.1 $1.4M 3.6k 383.43
Spdr S&p Oil & Gas Exploration CS (XOP) 0.1 $1.4M 10k 131.68
Quest Diagnostics CS (DGX) 0.1 $1.4M 8.1k 169.23
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.3M 22k 60.66
Vanguard Information Technolog Etf (VGT) 0.1 $1.3M 2.4k 542.38
Vanguard Large-cap Etf Etf (VV) 0.1 $1.3M 4.9k 257.13
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $1.2M 2.7k 468.87
Financial Select Sector Spdr F CS (XLF) 0.1 $1.2M 24k 49.80
Cisco Systems CS (CSCO) 0.1 $1.2M 19k 61.69
Ishares Core Total Usd Bond Ma Etf (IUSB) 0.1 $1.2M 25k 46.08
Communication Services Select CS (XLC) 0.1 $1.2M 12k 96.48
Verisign CS (VRSN) 0.1 $1.1M 4.5k 253.88
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $1.1M 3.1k 361.06
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $1.1M 4.4k 255.60
Vanguard Total Stock Market Et Etf (VTI) 0.1 $1.1M 4.0k 274.88
Coca-cola Co/the CS (KO) 0.1 $1.1M 15k 71.62
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $1.0M 1.9k 533.23
Spdr Dow Jones Industrial Aver Etf (DIA) 0.1 $1.0M 2.4k 419.82
Servicenow CS (NOW) 0.1 $986k 1.2k 796.45
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $970k 17k 58.34
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $921k 20k 45.28
Amphenol Corp CS (APH) 0.1 $885k 14k 65.58
International Business Machine CS (IBM) 0.1 $872k 3.5k 248.79
Vertex Pharmaceuticals CS (VRTX) 0.1 $869k 1.8k 484.66
Ishares National Muni Bond Etf Etf (MUB) 0.1 $868k 8.2k 105.49
General Electric CS (GE) 0.1 $855k 4.3k 200.28
Spdr Msci Emerging Markets Str Etf (QEMM) 0.1 $846k 15k 57.70
Texas Instruments CS (TXN) 0.1 $845k 4.7k 179.60
Ishares Select Dividend Etf Etf (DVY) 0.1 $830k 6.2k 134.22
Spdr S&p Dividend Etf Etf (SDY) 0.1 $826k 6.1k 135.74
Spdr Gold Shares Etf (GLD) 0.1 $825k 2.9k 288.06
Chubb CS (CB) 0.1 $803k 2.7k 301.99
Berkshire Hathaway CS (BRK.A) 0.1 $798k 1.00 798000.00
Wells Fargo & Co CS (WFC) 0.1 $797k 11k 71.75
Ishares Msci Emerging Markets Etf (EEM) 0.1 $793k 18k 43.70
Union Pacific Corp CS (UNP) 0.1 $791k 3.3k 236.19
Schwab Fundamental U.s. Large Etf (FNDX) 0.1 $785k 33k 23.60
Mondelez International CS (MDLZ) 0.1 $762k 11k 67.82
Oracle Corp CS (ORCL) 0.1 $762k 5.5k 139.79
Merck & Co CS (MRK) 0.1 $753k 8.4k 89.71
Lowe's Cos CS (LOW) 0.1 $739k 3.2k 233.34
Accenture CS (ACN) 0.1 $732k 2.3k 312.29
Ishares Russell Mid-cap Growth Etf (IWP) 0.1 $731k 6.2k 117.41
Westinghouse Air Brake Technol CS (WAB) 0.1 $693k 3.8k 181.32
Schwab Us Dividend Equity Etf Etf (SCHD) 0.1 $681k 24k 27.95
Vanguard Dividend Appreciation Etf (VIG) 0.1 $660k 3.4k 193.95
Waste Management CS (WM) 0.1 $653k 2.8k 231.40
Yum! Brands CS (YUM) 0.1 $648k 4.1k 157.47
3M CS (MMM) 0.0 $640k 4.4k 146.92
Ishares Gold Trust Etf (IAU) 0.0 $637k 11k 58.94
Chevron Corp CS (CVX) 0.0 $616k 3.7k 167.21
Salesforce CS (CRM) 0.0 $616k 2.3k 268.29
Rtx Corp CS (RTX) 0.0 $593k 4.5k 132.54
Vanguard S&p 500 Etf Etf (VOO) 0.0 $585k 1.1k 514.06
Caterpillar CS (CAT) 0.0 $583k 1.8k 329.75
Aflac CS (AFL) 0.0 $552k 5.0k 111.22
Csx Corp CS (CSX) 0.0 $544k 19k 29.43
Deere & Co CS (DE) 0.0 $539k 1.1k 469.51
Colgate-palmolive CS (CL) 0.0 $531k 5.7k 93.72
General Mills CS (GIS) 0.0 $530k 8.9k 59.78
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.0 $524k 6.7k 77.92
Silvercrest Asset Management G CS (SAMG) 0.0 $518k 32k 16.37
Cigna Group/the CS (CI) 0.0 $513k 1.6k 328.85
At&t CS (T) 0.0 $507k 18k 28.29
Trane Technologies CS (TT) 0.0 $507k 1.5k 337.10
Vanguard Growth Etf Etf (VUG) 0.0 $495k 1.3k 370.79
Vanguard Ftse All World Ex-us Etf (VSS) 0.0 $478k 4.1k 115.54
Schwab Fundamental Internation Etf (FNDF) 0.0 $477k 13k 36.11
Church & Dwight CS (CHD) 0.0 $476k 4.3k 110.11
Travelers Cos Inc/the CS (TRV) 0.0 $470k 1.8k 264.64
Archer-daniels-midland CS (ADM) 0.0 $456k 9.5k 48.02
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $450k 4.3k 104.65
Starbucks Corp CS (SBUX) 0.0 $446k 4.5k 98.04
Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $444k 4.5k 98.01
Valero Energy Corp CS (VLO) 0.0 $442k 3.3k 132.18
Wec Energy Group CS (WEC) 0.0 $437k 4.0k 109.09
Darden Restaurants CS (DRI) 0.0 $432k 2.1k 207.59
Vanguard Small-cap Etf Etf (VB) 0.0 $431k 1.9k 221.94
Rli Corp CS (RLI) 0.0 $428k 5.3k 80.30
Intel Corp CS (INTC) 0.0 $428k 19k 22.69
Honeywell International CS (HON) 0.0 $427k 2.0k 211.60
Eog Resources CS (EOG) 0.0 $421k 3.3k 128.12
Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $419k 3.6k 116.39
Verizon Communications CS (VZ) 0.0 $417k 9.2k 45.36
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $417k 2.2k 190.41
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $417k 2.8k 150.81
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $410k 5.4k 75.67
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $397k 5.0k 79.59
O'reilly Automotive CS (ORLY) 0.0 $395k 276.00 1431.16
Southern Co/the CS (SO) 0.0 $386k 4.2k 91.99
Ishares Esg Aware Msci Eafe Et Etf (ESGD) 0.0 $368k 4.5k 81.67
Global X Video Games & Esports CS (HERO) 0.0 $367k 15k 24.96
Illinois Tool Works CS (ITW) 0.0 $361k 1.5k 248.11
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $359k 13k 27.40
Vanguard Health Care Etf Etf (VHT) 0.0 $357k 1.4k 264.44
Ishares Core S&p Total U.s. St Etf (ITOT) 0.0 $353k 2.9k 122.10
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $348k 5.6k 61.83
Fortive Corp CS (FTV) 0.0 $338k 4.6k 73.24
Schwab Us Broad Market Etf Etf (SCHB) 0.0 $337k 16k 21.55
Ishares U.s. Energy Etf Etf (IYE) 0.0 $322k 6.5k 49.24
Vanguard Value Etf Etf (VTV) 0.0 $321k 1.9k 172.58
Consumer Staples Select Sector CS (XLP) 0.0 $319k 3.9k 81.63
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $308k 2.4k 125.87
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $303k 1.6k 186.23
Vanguard High Dividend Yield E Etf (VYM) 0.0 $301k 2.3k 129.18
Pfizer CS (PFE) 0.0 $289k 11k 25.32
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $282k 10k 27.54
Boeing Co/the CS (BA) 0.0 $278k 1.6k 170.55
Yum China Holdings CS (YUMC) 0.0 $275k 5.3k 52.08
Ford Motor CS (F) 0.0 $272k 27k 10.02
Invesco S&p 500 Equal Weight E Etf (RSP) 0.0 $272k 1.6k 173.25
T-mobile Us CS (TMUS) 0.0 $267k 1.0k 266.73
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $260k 9.9k 26.15
Jpmorgan Nasdaq Equity Premium Etf (JEPQ) 0.0 $244k 4.7k 51.75
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $242k 8.5k 28.59
Marsh & Mclennan Cos CS (MMC) 0.0 $238k 975.00 244.10
Becton Dickinson & Co CS (BDX) 0.0 $229k 1.0k 229.00
Comcast Corp CS (CMCSA) 0.0 $223k 6.1k 36.85
Nucor Corp CS (NUE) 0.0 $221k 1.8k 120.44
Proshares Trust S&p 500 Ex-ene Etf (SPXE) 0.0 $220k 3.7k 60.06
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $219k 2.9k 74.67
Nike CS (NKE) 0.0 $215k 3.4k 63.37
Schwab U.s. Large-cap Value Et Etf (SCHV) 0.0 $211k 7.9k 26.64
Shell CS (SHEL) 0.0 $207k 2.8k 73.27
Ishares Core U.s. Aggregate Bo Etf (AGG) 0.0 $206k 2.1k 98.80
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $204k 2.6k 77.04
Boston Scientific Corp CS (BSX) 0.0 $204k 2.0k 100.79
Fidelity Wise Origin Bitcoin F Etf (FBTC) 0.0 $203k 2.8k 71.86
Nxp Semiconductors Nv CS (NXPI) 0.0 $202k 1.1k 190.21
Materials Select Sector Spdr F CS (XLB) 0.0 $201k 2.3k 85.93
Invesco Financial Preferred Et Etf (PGF) 0.0 $175k 12k 14.31
Clifton Mining CS (CFTN) 0.0 $1.0k 25k 0.04