Appleton Partners

Appleton Partners as of June 30, 2025

Portfolio Holdings for Appleton Partners

Appleton Partners holds 251 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 5.1 $72M 349k 205.17
Microsoft Corp CS (MSFT) 4.2 $59M 118k 497.41
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.7 $52M 429k 121.38
Schwab Us Large-cap Etf Etf (SCHX) 3.2 $46M 1.9M 24.44
Amazon.com CS (AMZN) 2.8 $40M 181k 219.39
Jpmorgan Chase & Co CS (JPM) 2.6 $37M 129k 289.91
Broadcom CS (AVGO) 2.6 $37M 135k 275.65
Visa CS (V) 2.1 $30M 85k 355.05
Alphabet CS (GOOG) 1.9 $27M 155k 177.39
Ge Vernova CS (GEV) 1.8 $25M 48k 529.16
Meta Platforms CS (META) 1.7 $24M 33k 738.09
Home Depot Inc/the CS (HD) 1.7 $24M 64k 366.64
Jpmorgan Ultra-short Income Et Etf (JPST) 1.7 $23M 461k 50.68
Energy Select Sector Spdr Fund CS (XLE) 1.6 $23M 273k 84.81
Netflix CS (NFLX) 1.6 $23M 17k 1339.12
Morgan Stanley CS (MS) 1.5 $22M 155k 140.86
Schwab International Equity Et Etf (SCHF) 1.3 $19M 859k 22.10
Intercontinental Exchange CS (ICE) 1.3 $18M 97k 183.47
Intuit CS (INTU) 1.2 $17M 22k 787.64
Goldman Sachs Activebeta Inter Etf (GSIE) 1.2 $17M 435k 39.66
Micron Technology CS (MU) 1.2 $17M 138k 123.25
Ishares Core Msci Emerging Mar Etf (IEMG) 1.1 $16M 264k 60.03
Berkshire Hathaway CS (BRK.B) 1.1 $16M 33k 485.76
Unitedhealth Group CS (UNH) 1.1 $16M 50k 311.98
Arthur J Gallagher & Co CS (AJG) 1.1 $16M 48k 320.11
Jpmorgan Equity Premium Income Etf (JEPI) 1.0 $15M 260k 56.85
Blackstone CS (BX) 1.0 $15M 98k 149.59
Thermo Fisher Scientific CS (TMO) 1.0 $14M 35k 405.45
Welltower CS (WELL) 1.0 $14M 89k 153.73
Spdr Bloomberg Investment Grad Etf (FLRN) 1.0 $14M 442k 30.83
Nvidia Corp CS (NVDA) 1.0 $14M 85k 157.99
Verisk Analytics CS (VRSK) 0.9 $13M 43k 311.51
Spdr S&p 500 Etf Trust Etf (SPY) 0.9 $13M 21k 617.84
Roper Technologies CS (ROP) 0.9 $13M 23k 566.85
Zoetis CS (ZTS) 0.9 $13M 81k 155.95
Booking Holdings CS (BKNG) 0.9 $13M 2.2k 5789.26
First Trust Nasdaq Cybersecuri CS (CIBR) 0.9 $12M 163k 75.58
Sherwin-williams Co/the CS (SHW) 0.8 $12M 34k 343.36
Stryker Corp CS (SYK) 0.8 $12M 30k 395.64
Servicenow CS (NOW) 0.8 $12M 11k 1028.09
Walt Disney Co/the CS (DIS) 0.8 $12M 94k 124.01
Chipotle Mexican Grill CS (CMG) 0.8 $12M 207k 56.15
Danaher Corp CS (DHR) 0.8 $11M 57k 197.53
Schwab Us Small-cap Etf Etf (SCHA) 0.8 $11M 441k 25.30
Curtiss-wright Corp CS (CW) 0.8 $11M 23k 488.55
Republic Services CS (RSG) 0.8 $11M 43k 246.60
Northrop Grumman Corp CS (NOC) 0.8 $11M 21k 499.98
Costco Wholesale Corp CS (COST) 0.7 $10M 10k 989.94
Marvell Technology CS (MRVL) 0.7 $10M 133k 77.40
Procter & Gamble Co/the CS (PG) 0.7 $10M 64k 159.31
Spotify Technology Sa CS (SPOT) 0.7 $9.9M 13k 767.33
Vulcan Materials CS (VMC) 0.7 $9.5M 36k 260.83
Spdr Portfolio Intermediate Te Etf (SPIB) 0.7 $9.4M 281k 33.58
Ishares Biotechnology Etf CS (IBB) 0.7 $9.3M 74k 126.51
Waste Connections CS (WCN) 0.7 $9.3M 50k 186.73
Jpmorgan Diversified Return Us Etf (JPME) 0.6 $9.2M 89k 103.70
Constellation Software CS (CNSWF) 0.6 $9.1M 2.5k 3669.63
Alphabet CS (GOOGL) 0.6 $9.1M 52k 176.22
Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $8.3M 182k 45.49
Evercore CS (EVR) 0.6 $8.2M 30k 270.01
Palo Alto Networks CS (PANW) 0.6 $7.8M 38k 204.64
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.6 $7.8M 304k 25.60
Autodesk CS (ADSK) 0.5 $7.8M 25k 309.57
Monster Beverage Corp CS (MNST) 0.5 $7.5M 120k 62.64
Abbvie CS (ABBV) 0.5 $7.4M 40k 185.62
Lockheed Martin Corp CS (LMT) 0.5 $7.2M 16k 463.13
Johnson & Johnson CS (JNJ) 0.5 $7.2M 47k 152.75
Ishares Core International Agg Etf (IAGG) 0.5 $6.5M 127k 51.09
Walmart CS (WMT) 0.5 $6.4M 66k 97.78
Pepsico CS (PEP) 0.5 $6.4M 49k 132.03
Tjx Cos Inc/the CS (TJX) 0.4 $6.0M 48k 123.48
Jpmorgan Ultra-short Municipal Etf (JMST) 0.4 $5.8M 113k 50.92
Mcdonald's Corp CS (MCD) 0.4 $5.2M 18k 292.16
American Tower Corp CS (AMT) 0.3 $4.8M 22k 221.00
Utilities Select Sector Spdr F CS (XLU) 0.3 $4.8M 59k 81.67
First Trust North American Ene Etf (EMLP) 0.3 $4.7M 126k 37.51
Cme Group CS (CME) 0.3 $4.4M 16k 275.64
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.3 $4.4M 42k 105.07
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $4.4M 207k 21.16
Ishares Russell 2000 Etf Etf (IWM) 0.3 $4.1M 19k 215.82
Global X Us Preferred Etf Etf (PFFD) 0.3 $4.0M 214k 18.83
Amplify Cybersecurity Etf CS (HACK) 0.3 $4.0M 47k 86.38
Goldman Sachs Group Inc/the CS (GS) 0.3 $3.9M 5.4k 707.78
Hershey Co/the CS (HSY) 0.3 $3.8M 23k 165.96
Capital One Financial Corp CS (COF) 0.3 $3.7M 17k 212.76
Graniteshares Bloomberg Commod Etf (COMB) 0.3 $3.6M 172k 20.99
Eli Lilly & Co CS (LLY) 0.3 $3.6M 4.6k 779.46
Cintas Corp CS (CTAS) 0.2 $3.4M 16k 222.87
Quest Diagnostics CS (DGX) 0.2 $3.4M 19k 179.62
Exxon Mobil Corp CS (XOM) 0.2 $3.4M 31k 107.81
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $3.4M 5.4k 620.88
CRH CS (CRH) 0.2 $3.4M 37k 91.81
Technology Select Sector Spdr CS (XLK) 0.2 $3.1M 12k 253.20
Broadridge Financial Solutions CS (BR) 0.2 $3.1M 13k 243.02
Rollins CS (ROL) 0.2 $3.1M 54k 56.42
Invesco Senior Loan Etf Etf (BKLN) 0.2 $3.1M 146k 20.92
Nintendo CS (NTDOY) 0.2 $3.0M 126k 24.02
Spdr Portfolio High Yield Bond Etf (SPHY) 0.2 $3.0M 127k 23.80
Watsco CS (WSO) 0.2 $3.0M 6.7k 441.57
Medtronic CS (MDT) 0.2 $2.9M 33k 87.16
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.8M 32k 89.39
Air Products And Chemicals CS (APD) 0.2 $2.7M 9.7k 282.04
Te Connectivity CS (TEL) 0.2 $2.7M 16k 168.67
Automatic Data Processing CS (ADP) 0.2 $2.5M 7.9k 308.47
Corning CS (GLW) 0.2 $2.3M 44k 52.59
Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.2M 39k 57.02
Sysco Corp CS (SYY) 0.2 $2.2M 30k 75.72
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.2 $2.2M 74k 29.22
Equinix CS (EQIX) 0.2 $2.1M 2.7k 795.43
Ishares Russell Mid-cap Etf Etf (IWR) 0.1 $2.1M 23k 91.96
Bank Of America Corp CS (BAC) 0.1 $2.0M 41k 47.32
Abbott Laboratories CS (ABT) 0.1 $1.9M 14k 136.01
Dupont De Nemours CS (DD) 0.1 $1.8M 26k 68.61
Vanguard Mid-cap Etf Etf (VO) 0.1 $1.7M 6.2k 279.79
Amgen CS (AMGN) 0.1 $1.7M 6.2k 279.21
Cisco Systems CS (CSCO) 0.1 $1.4M 21k 69.40
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.4M 21k 67.24
Vanguard Information Technolog Etf (VGT) 0.1 $1.4M 2.1k 663.48
Adobe CS (ADBE) 0.1 $1.4M 3.5k 386.78
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $1.4M 28k 49.46
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $1.3M 3.1k 424.67
Vanguard Large-cap Etf Etf (VV) 0.1 $1.3M 4.6k 285.37
Communication Services Select CS (XLC) 0.1 $1.3M 12k 108.57
Verisign CS (VRSN) 0.1 $1.3M 4.5k 288.79
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $1.3M 2.3k 551.72
Financial Select Sector Spdr F CS (XLF) 0.1 $1.3M 24k 52.37
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $1.3M 4.4k 285.78
Amphenol Corp CS (APH) 0.1 $1.2M 13k 98.72
Vanguard Total Stock Market Et Etf (VTI) 0.1 $1.2M 4.0k 303.89
Comcast Corp CS (CMCSA) 0.1 $1.2M 34k 35.68
Spdr S&p Oil & Gas Exploration CS (XOP) 0.1 $1.2M 9.6k 125.82
Nike CS (NKE) 0.1 $1.2M 16k 71.01
Ishares Core Total Usd Bond Ma Etf (IUSB) 0.1 $1.1M 24k 46.22
Coca-cola Co/the CS (KO) 0.1 $1.1M 15k 70.75
General Electric CS (GE) 0.1 $1.1M 4.2k 257.45
Spdr Gold Shares Etf (GLD) 0.1 $1.0M 3.4k 304.96
Oracle Corp CS (ORCL) 0.1 $1.0M 4.7k 218.64
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $1.0M 16k 62.01
International Business Machine CS (IBM) 0.1 $966k 3.3k 294.78
Wells Fargo & Co CS (WFC) 0.1 $883k 11k 80.14
Ishares Msci Emerging Markets Etf (EEM) 0.1 $866k 18k 48.26
Ishares Russell Mid-cap Growth Etf (IWP) 0.1 $863k 6.2k 138.61
Spdr Msci Emerging Markets Str Etf (QEMM) 0.1 $847k 13k 63.03
Ishares Select Dividend Etf Etf (DVY) 0.1 $821k 6.2k 132.76
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $816k 1.4k 566.67
Spdr S&p Dividend Etf Etf (SDY) 0.1 $811k 6.0k 135.73
Vertex Pharmaceuticals CS (VRTX) 0.1 $805k 1.8k 445.24
Trane Technologies CS (TT) 0.1 $791k 1.8k 437.26
Westinghouse Air Brake Technol CS (WAB) 0.1 $790k 3.8k 209.44
Texas Instruments CS (TXN) 0.1 $776k 3.7k 207.65
Schwab Fundamental U.s. Large Etf (FNDX) 0.1 $772k 32k 24.55
Chubb CS (CB) 0.1 $763k 2.6k 289.67
Vanguard S&p 500 Etf Etf (VOO) 0.1 $742k 1.3k 567.71
Mondelez International CS (MDLZ) 0.1 $730k 11k 67.42
Berkshire Hathaway CS (BRK.A) 0.1 $729k 1.00 729000.00
Lowe's Cos CS (LOW) 0.1 $713k 3.2k 221.84
3M CS (MMM) 0.1 $709k 4.7k 152.28
Union Pacific Corp CS (UNP) 0.0 $681k 3.0k 229.99
Vanguard Dividend Appreciation Etf (VIG) 0.0 $676k 3.3k 204.66
Ishares Gold Trust Etf (IAU) 0.0 $665k 11k 62.32
Caterpillar CS (CAT) 0.0 $655k 1.7k 388.26
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $644k 24k 26.48
Accenture CS (ACN) 0.0 $643k 2.2k 298.93
Salesforce CS (CRM) 0.0 $642k 2.4k 272.61
Merck & Co CS (MRK) 0.0 $623k 7.9k 79.17
Rtx Corp CS (RTX) 0.0 $609k 4.2k 145.97
Waste Management CS (WM) 0.0 $602k 2.6k 228.72
Csx Corp CS (CSX) 0.0 $595k 18k 32.65
Schwab Fundamental Internation Etf (FNDF) 0.0 $594k 15k 40.04
Vanguard Ftse All World Ex-us Etf (VSS) 0.0 $587k 4.4k 134.32
Broadstone Net Lease CS (BNL) 0.0 $587k 37k 16.05
Vanguard Growth Etf Etf (VUG) 0.0 $580k 1.3k 438.07
Yum! Brands CS (YUM) 0.0 $577k 3.9k 148.14
Spdr Dow Jones Industrial Aver Etf (DIA) 0.0 $568k 1.3k 440.65
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.0 $558k 6.6k 84.10
Consumer Staples Select Sector CS (XLP) 0.0 $545k 6.7k 81.04
Cigna Group/the CS (CI) 0.0 $516k 1.6k 330.77
Aflac CS (AFL) 0.0 $513k 4.9k 105.49
At&t CS (T) 0.0 $512k 18k 28.94
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $512k 6.1k 83.48
Vanguard Small-cap Etf Etf (VB) 0.0 $510k 2.2k 237.10
Silvercrest Asset Management G CS (SAMG) 0.0 $502k 32k 15.86
Archer-daniels-midland CS (ADM) 0.0 $501k 9.5k 52.75
Vanguard Esg Us Stock Etf Etf (ESGV) 0.0 $497k 4.5k 109.71
Global X Video Games & Esports CS (HERO) 0.0 $471k 14k 32.70
Deere & Co CS (DE) 0.0 $471k 926.00 508.64
Honeywell International CS (HON) 0.0 $470k 2.0k 232.90
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $456k 4.2k 109.38
Travelers Cos Inc/the CS (TRV) 0.0 $450k 1.7k 267.54
Illinois Tool Works CS (ITW) 0.0 $437k 1.8k 247.17
Valero Energy Corp CS (VLO) 0.0 $436k 3.2k 134.40
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $435k 5.0k 87.83
Darden Restaurants CS (DRI) 0.0 $433k 2.0k 218.03
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $428k 2.2k 195.43
Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $424k 3.6k 118.60
Starbucks Corp CS (SBUX) 0.0 $416k 4.5k 91.55
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $409k 2.6k 157.92
Intel Corp CS (INTC) 0.0 $402k 18k 22.40
Verizon Communications CS (VZ) 0.0 $401k 9.3k 43.27
Ishares Esg Aware Msci Eafe Et Etf (ESGD) 0.0 $398k 4.5k 89.32
Wec Energy Group CS (WEC) 0.0 $397k 3.8k 104.31
Eog Resources CS (EOG) 0.0 $397k 3.3k 119.58
Chevron Corp CS (CVX) 0.0 $396k 2.8k 143.01
Colgate-palmolive CS (CL) 0.0 $389k 4.3k 90.87
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $387k 14k 28.08
Ishares Core S&p Total U.s. St Etf (ITOT) 0.0 $374k 2.8k 134.97
O'reilly Automotive CS (ORLY) 0.0 $373k 4.1k 90.23
Schwab Us Broad Market Etf Etf (SCHB) 0.0 $371k 16k 23.86
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $361k 12k 30.17
Spdr Gold Minishares Trust Etf (GLDM) 0.0 $355k 5.4k 65.50
Church & Dwight CS (CHD) 0.0 $353k 3.7k 96.13
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $343k 12k 28.66
Rli Corp CS (RLI) 0.0 $341k 4.7k 72.32
Vanguard Value Etf Etf (VTV) 0.0 $339k 1.9k 176.56
Vanguard Health Care Etf Etf (VHT) 0.0 $335k 1.4k 248.15
Jpmorgan Nasdaq Equity Premium Etf (JEPQ) 0.0 $329k 6.0k 54.47
Boeing Co/the CS (BA) 0.0 $328k 1.6k 209.72
General Mills CS (GIS) 0.0 $324k 6.2k 51.87
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $323k 2.4k 132.00
Southern Co/the CS (SO) 0.0 $314k 3.4k 91.73
Ishares Msci Emerging Markets Etf (EEMV) 0.0 $313k 5.0k 62.76
Vanguard High Dividend Yield E Etf (VYM) 0.0 $311k 2.3k 133.48
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $305k 1.6k 195.01
Fidelity Wise Origin Bitcoin F Etf (FBTC) 0.0 $303k 3.2k 93.90
Ishares U.s. Energy Etf Etf (IYE) 0.0 $296k 6.5k 45.27
Ford Motor CS (F) 0.0 $294k 27k 10.83
Invesco S&p 500 Equal Weight E Etf (RSP) 0.0 $280k 1.5k 181.82
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $273k 8.4k 32.64
First Trust Us Equity Opportun Etf (FPX) 0.0 $249k 1.7k 145.10
First Trust Preferred Securiti Etf (FPE) 0.0 $242k 14k 17.79
Proshares Trust S&p 500 Ex-ene Etf (SPXE) 0.0 $242k 3.6k 66.83
Fortive Corp CS (FTV) 0.0 $239k 4.6k 52.14
Schwab Fundamental Emerging Ma Etf (FNDE) 0.0 $239k 7.3k 32.96
Nucor Corp CS (NUE) 0.0 $238k 1.8k 129.70
Yum China Holdings CS (YUMC) 0.0 $236k 5.3k 44.70
Tesla CS (TSLA) 0.0 $232k 731.00 317.37
Ishares Core U.s. Aggregate Bo Etf (AGG) 0.0 $228k 2.3k 99.00
T-mobile Us CS (TMUS) 0.0 $220k 922.00 238.61
Boston Scientific Corp CS (BSX) 0.0 $219k 2.0k 107.35
Shell CS (SHEL) 0.0 $213k 3.0k 70.44
Marsh & Mclennan Cos CS (MMC) 0.0 $213k 975.00 218.46
Spartannash CS 0.0 $212k 8.0k 26.50
Materials Select Sector Spdr F CS (XLB) 0.0 $209k 2.4k 87.93
Invesco S&p 500 Low Volatility Etf (SPLV) 0.0 $208k 2.9k 72.65
Nxp Semiconductors Nv CS (NXPI) 0.0 $206k 943.00 218.45
Pfizer CS (PFE) 0.0 $205k 8.5k 24.21
Invesco Rafi Us 1000 Etf Etf (PRF) 0.0 $205k 4.9k 42.17
Northern Trust Corp CS (NTRS) 0.0 $205k 1.6k 126.94
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $202k 2.5k 79.59
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $200k 2.1k 93.72
Clifton Mining CS (CFTN) 0.0 $1.0k 25k 0.04