Appleton Partners
Latest statistics and disclosures from Appleton Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GSLC, MSFT, SCHX, AMZN, and represent 19.29% of Appleton Partners's stock portfolio.
- Added to shares of these 10 stocks: WELL (+$8.5M), BRK.B (+$6.4M), META, CW, XLE, DHR, DGX, LVMUY, FLRN, MSFT.
- Started 9 new stock positions in SCHV, DGX, FBTC, VHT, AGG, BSX, SHEL, ITOT, AFL.
- Reduced shares in these 10 stocks: EQIX (-$10M), BAC (-$9.8M), MRK (-$8.8M), AMGN, AAPL, AVGO, ICE, MUB, NFLX, BDX.
- Sold out of its positions in AMD, ABNB, ALL, AME, AMAT, STZ, PPTY, EW, FPX, IQV. USMV, KMB, MA, NRVTF, TSLA, TTD, VMBS, UNLYF, DVDCF.
- Appleton Partners was a net seller of stock by $-14M.
- Appleton Partners has $1.3B in assets under management (AUM), dropping by -4.35%.
- Central Index Key (CIK): 0001055290
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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 | -2% | 354k | 222.13 |
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| Goldman Sachs Activebeta U.s. Etf (GSLC) | 3.7 | $48M | 434k | 110.08 |
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| Microsoft Corp CS (MSFT) | 3.5 | $46M | +2% | 122k | 375.39 |
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| Schwab Us Large-cap Etf Etf (SCHX) | 3.2 | $42M | 1.9M | 22.08 |
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| Amazon.com CS (AMZN) | 2.7 | $35M | 185k | 190.26 |
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| Jpmorgan Chase & Co CS (JPM) | 2.6 | $34M | -2% | 139k | 245.30 |
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| Visa CS (V) | 2.4 | $31M | -2% | 87k | 350.46 |
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| Energy Select Sector Spdr Fund CS (XLE) | 2.0 | $26M | +6% | 273k | 93.45 |
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| Broadcom CS (AVGO) | 2.0 | $25M | -6% | 152k | 167.43 |
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| Jpmorgan Ultra-short Income Et Etf (JPST) | 1.9 | $24M | -2% | 482k | 50.63 |
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| Alphabet CS (GOOG) | 1.9 | $24M | 154k | 156.23 |
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| Home Depot Inc/the CS (HD) | 1.8 | $24M | +2% | 64k | 366.49 |
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| Unitedhealth Group CS (UNH) | 1.5 | $19M | 37k | 523.75 |
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| Meta Platforms CS (META) | 1.4 | $18M | +21% | 32k | 576.36 |
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| Morgan Stanley CS (MS) | 1.4 | $18M | 155k | 116.67 |
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| Thermo Fisher Scientific CS (TMO) | 1.4 | $18M | 36k | 497.62 |
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| Schwab International Equity Et Etf (SCHF) | 1.3 | $17M | 855k | 19.78 |
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| Arthur J Gallagher & Co CS (AJG) | 1.3 | $17M | 49k | 345.23 |
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| Intercontinental Exchange CS (ICE) | 1.3 | $17M | -8% | 96k | 172.50 |
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| Netflix CS (NFLX) | 1.3 | $16M | -5% | 18k | 932.52 |
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| Goldman Sachs Activebeta Inter Etf (GSIE) | 1.2 | $16M | 434k | 35.65 |
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| Ge Vernova CS (GEV) | 1.2 | $15M | -4% | 49k | 305.29 |
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| Jpmorgan Equity Premium Income Etf (JEPI) | 1.1 | $15M | +3% | 260k | 57.14 |
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| Intuit CS (INTU) | 1.1 | $15M | 24k | 613.99 |
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| Spdr Bloomberg Investment Grad Etf (FLRN) | 1.1 | $15M | +7% | 470k | 30.82 |
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| Ishares Core Msci Emerging Mar Etf (IEMG) | 1.1 | $14M | +3% | 261k | 53.97 |
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| Berkshire Hathaway CS (BRK.B) | 1.1 | $14M | +85% | 26k | 532.59 |
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| Zoetis CS (ZTS) | 1.1 | $14M | 83k | 164.65 |
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| Blackstone CS (BX) | 1.0 | $14M | 97k | 139.78 |
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| Micron Technology CS (MU) | 1.0 | $14M | 155k | 86.89 |
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| Roper Technologies CS (ROP) | 1.0 | $13M | 23k | 589.56 |
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| Verisk Analytics CS (VRSK) | 1.0 | $13M | 44k | 297.62 |
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| Welltower CS (WELL) | 1.0 | $13M | +212% | 82k | 153.22 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.9 | $12M | -3% | 22k | 559.37 |
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| Danaher Corp CS (DHR) | 0.9 | $12M | +14% | 59k | 205.01 |
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| Sherwin-williams Co/the CS (SHW) | 0.9 | $12M | 35k | 349.20 |
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| Procter & Gamble Co/the CS (PG) | 0.9 | $11M | 66k | 170.41 |
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| Republic Services CS (RSG) | 0.9 | $11M | +2% | 46k | 242.16 |
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| Stryker Corp CS (SYK) | 0.8 | $11M | 29k | 372.27 |
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| Northrop Grumman Corp CS (NOC) | 0.8 | $11M | 21k | 511.99 |
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| Schwab Us Small-cap Etf Etf (SCHA) | 0.8 | $11M | +3% | 449k | 23.43 |
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| Booking Holdings CS (BKNG) | 0.8 | $11M | -2% | 2.3k | 4606.95 |
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| Chipotle Mexican Grill CS (CMG) | 0.8 | $10M | 206k | 50.21 |
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| Costco Wholesale Corp CS (COST) | 0.8 | $10M | -7% | 11k | 945.85 |
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| Ishares Biotechnology Etf CS (IBB) | 0.8 | $10M | +3% | 78k | 127.90 |
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| Walt Disney Co/the CS (DIS) | 0.7 | $9.7M | 98k | 98.70 |
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| Waste Connections CS (WCN) | 0.7 | $9.6M | 49k | 195.20 |
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| First Trust Nasdaq Cybersecuri CS (CIBR) | 0.7 | $9.3M | 148k | 63.00 |
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| Marvell Technology CS (MRVL) | 0.7 | $9.3M | +10% | 151k | 61.57 |
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| Spdr Portfolio Intermediate Te Etf (SPIB) | 0.7 | $9.1M | +4% | 275k | 33.24 |
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| Nvidia Corp CS (NVDA) | 0.7 | $9.1M | -3% | 84k | 108.38 |
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| Jpmorgan Diversified Return Us Etf (JPME) | 0.7 | $8.8M | 88k | 100.57 |
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| Vulcan Materials CS (VMC) | 0.7 | $8.5M | +13% | 37k | 233.31 |
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| Alphabet CS (GOOGL) | 0.7 | $8.4M | -2% | 55k | 154.63 |
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| Johnson & Johnson CS (JNJ) | 0.6 | $8.0M | -3% | 48k | 165.84 |
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| Jpmorgan Diversified Return Us Etf (JPSE) | 0.6 | $7.9M | +3% | 182k | 43.59 |
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| Constellation Software CS (CNSWF) | 0.6 | $7.9M | 2.5k | 3166.13 |
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| Abbvie CS (ABBV) | 0.6 | $7.9M | -5% | 38k | 209.53 |
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| Pepsico CS (PEP) | 0.6 | $7.7M | -2% | 51k | 149.94 |
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| Curtiss-wright Corp CS (CW) | 0.6 | $7.6M | +72% | 24k | 317.27 |
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| Spdr Portfolio Aggregate Bond Etf (SPAB) | 0.6 | $7.5M | +5% | 292k | 25.54 |
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| Monster Beverage Corp CS (MNST) | 0.6 | $7.1M | -2% | 122k | 58.52 |
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| Lockheed Martin Corp CS (LMT) | 0.5 | $7.1M | 16k | 446.72 |
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| Evercore CS (EVR) | 0.5 | $7.0M | +11% | 35k | 199.73 |
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| Palo Alto Networks CS (PANW) | 0.5 | $6.7M | -8% | 39k | 170.64 |
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| Autodesk CS (ADSK) | 0.5 | $6.5M | 25k | 261.81 |
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| Jpmorgan Ultra-short Municipal Etf (JMST) | 0.5 | $6.2M | -3% | 122k | 50.85 |
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| Ishares Core International Agg Etf (IAGG) | 0.5 | $6.1M | +5% | 123k | 49.99 |
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| Tjx Cos Inc/the CS (TJX) | 0.5 | $6.1M | -4% | 51k | 121.79 |
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| Walmart CS (WMT) | 0.5 | $6.0M | +7% | 69k | 87.79 |
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| Mcdonald's Corp CS (MCD) | 0.5 | $5.9M | 19k | 312.38 |
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| Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) | 0.4 | $5.6M | +29% | 45k | 123.88 |
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| American Tower Corp CS (AMT) | 0.4 | $4.9M | -7% | 23k | 217.59 |
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| First Trust North American Ene Etf (EMLP) | 0.4 | $4.8M | 127k | 37.49 |
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| Utilities Select Sector Spdr F CS (XLU) | 0.4 | $4.6M | +10% | 59k | 78.86 |
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| Schwab U.s. Reit Etf Etf (SCHH) | 0.3 | $4.4M | +3% | 206k | 21.51 |
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| Global X Us Preferred Etf Etf (PFFD) | 0.3 | $4.3M | +4% | 227k | 19.04 |
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| Cme Group CS (CME) | 0.3 | $4.3M | -3% | 16k | 265.27 |
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| Hershey Co/the CS (HSY) | 0.3 | $4.0M | +4% | 23k | 171.02 |
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| Exxon Mobil Corp CS (XOM) | 0.3 | $3.9M | +3% | 33k | 118.92 |
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| Eli Lilly & Co CS (LLY) | 0.3 | $3.9M | -3% | 4.7k | 825.90 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.3 | $3.9M | -2% | 19k | 199.48 |
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| Graniteshares Bloomberg Commod Etf (COMB) | 0.3 | $3.7M | +4% | 169k | 21.70 |
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| Watsco CS (WSO) | 0.3 | $3.5M | 6.8k | 508.23 |
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| Amplify Cybersecurity Etf CS (HACK) | 0.3 | $3.4M | 48k | 71.81 |
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| CRH CS (CRH) | 0.3 | $3.4M | +4% | 39k | 87.97 |
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| Cintas Corp CS (CTAS) | 0.3 | $3.3M | +20% | 16k | 205.54 |
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| Broadridge Financial Solutions CS (BR) | 0.2 | $3.2M | +3% | 13k | 242.47 |
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| Medtronic CS (MDT) | 0.2 | $3.1M | +4% | 35k | 89.87 |
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| Goldman Sachs Group Inc/the CS (GS) | 0.2 | $3.0M | -6% | 5.5k | 546.27 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.2 | $3.0M | +4% | 146k | 20.70 |
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| Spdr Portfolio High Yield Bond Etf (SPHY) | 0.2 | $2.9M | +3% | 125k | 23.42 |
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| Discover Financial Services CS (DFS) | 0.2 | $2.9M | 17k | 170.71 |
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| Rollins CS (ROL) | 0.2 | $2.9M | +7% | 53k | 54.03 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.2 | $2.8M | 5.0k | 561.87 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $2.6M | 32k | 81.72 |
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| Technology Select Sector Spdr CS (XLK) | 0.2 | $2.5M | -5% | 12k | 206.46 |
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| Automatic Data Processing CS (ADP) | 0.2 | $2.5M | +25% | 8.1k | 305.57 |
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| Sysco Corp CS (SYY) | 0.2 | $2.3M | +27% | 31k | 75.05 |
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| Te Connectivity CS (TEL) | 0.2 | $2.3M | +2% | 16k | 141.32 |
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| Equinix CS (EQIX) | 0.2 | $2.3M | -81% | 2.8k | 815.28 |
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| Nintendo CS (NTDOY) | 0.2 | $2.2M | 131k | 17.17 |
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| Dupont De Nemours CS (DD) | 0.2 | $2.2M | +7% | 29k | 74.69 |
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| Amgen CS (AMGN) | 0.2 | $2.0M | -64% | 6.6k | 311.46 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.2 | $2.0M | -4% | 40k | 50.83 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.2 | $2.0M | 23k | 85.06 |
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| Corning CS (GLW) | 0.1 | $1.9M | 42k | 45.78 |
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| Abbott Laboratories CS (ABT) | 0.1 | $1.9M | 14k | 132.67 |
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| Schwab U.s. Large-cap Growth E Etf (SCHG) | 0.1 | $1.9M | +8% | 75k | 25.03 |
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| Bank Of America Corp CS (BAC) | 0.1 | $1.9M | -84% | 44k | 41.73 |
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| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $1.6M | -26% | 6.2k | 258.58 |
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| Adobe CS (ADBE) | 0.1 | $1.4M | -4% | 3.6k | 383.43 |
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| Spdr S&p Oil & Gas Exploration CS (XOP) | 0.1 | $1.4M | -2% | 10k | 131.68 |
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| Quest Diagnostics CS (DGX) | 0.1 | $1.4M | NEW | 8.1k | 169.23 |
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| Vanguard Ftse All-world Ex-us Etf (VEU) | 0.1 | $1.3M | 22k | 60.66 |
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| Vanguard Information Technolog Etf (VGT) | 0.1 | $1.3M | 2.4k | 542.38 |
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| Vanguard Large-cap Etf Etf (VV) | 0.1 | $1.3M | +13% | 4.9k | 257.13 |
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| Invesco Qqq Trust Series 1 Etf (QQQ) | 0.1 | $1.2M | +7% | 2.7k | 468.87 |
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| Financial Select Sector Spdr F CS (XLF) | 0.1 | $1.2M | -9% | 24k | 49.80 |
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| Cisco Systems CS (CSCO) | 0.1 | $1.2M | +53% | 19k | 61.69 |
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| Ishares Core Total Usd Bond Ma Etf (IUSB) | 0.1 | $1.2M | -9% | 25k | 46.08 |
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| Communication Services Select CS (XLC) | 0.1 | $1.2M | -4% | 12k | 96.48 |
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| Verisign CS (VRSN) | 0.1 | $1.1M | -24% | 4.5k | 253.88 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.1 | $1.1M | 3.1k | 361.06 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.1 | $1.1M | 4.4k | 255.60 |
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| Vanguard Total Stock Market Et Etf (VTI) | 0.1 | $1.1M | 4.0k | 274.88 |
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| Coca-cola Co/the CS (KO) | 0.1 | $1.1M | -8% | 15k | 71.62 |
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $1.0M | +98% | 1.9k | 533.23 |
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| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.0M | +317% | 2.4k | 419.82 |
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| Servicenow CS (NOW) | 0.1 | $986k | -9% | 1.2k | 796.45 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $970k | 17k | 58.34 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.1 | $921k | -10% | 20k | 45.28 |
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| Amphenol Corp CS (APH) | 0.1 | $885k | -3% | 14k | 65.58 |
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| International Business Machine CS (IBM) | 0.1 | $872k | +27% | 3.5k | 248.79 |
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| Vertex Pharmaceuticals CS (VRTX) | 0.1 | $869k | 1.8k | 484.66 |
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| Ishares National Muni Bond Etf Etf (MUB) | 0.1 | $868k | -55% | 8.2k | 105.49 |
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| General Electric CS (GE) | 0.1 | $855k | +14% | 4.3k | 200.28 |
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| Spdr Msci Emerging Markets Str Etf (QEMM) | 0.1 | $846k | -8% | 15k | 57.70 |
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| Texas Instruments CS (TXN) | 0.1 | $845k | -7% | 4.7k | 179.60 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $830k | 6.2k | 134.22 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $826k | +19% | 6.1k | 135.74 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $825k | +2% | 2.9k | 288.06 |
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| Chubb CS (CB) | 0.1 | $803k | +124% | 2.7k | 301.99 |
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| Berkshire Hathaway CS (BRK.A) | 0.1 | $798k | 1.00 | 798000.00 |
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| Wells Fargo & Co CS (WFC) | 0.1 | $797k | +25% | 11k | 71.75 |
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| Ishares Msci Emerging Markets Etf (EEM) | 0.1 | $793k | -6% | 18k | 43.70 |
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| Union Pacific Corp CS (UNP) | 0.1 | $791k | -9% | 3.3k | 236.19 |
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| Schwab Fundamental U.s. Large Etf (FNDX) | 0.1 | $785k | -18% | 33k | 23.60 |
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| Mondelez International CS (MDLZ) | 0.1 | $762k | -7% | 11k | 67.82 |
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| Oracle Corp CS (ORCL) | 0.1 | $762k | -7% | 5.5k | 139.79 |
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| Merck & Co CS (MRK) | 0.1 | $753k | -92% | 8.4k | 89.71 |
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| Lowe's Cos CS (LOW) | 0.1 | $739k | 3.2k | 233.34 |
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| Accenture CS (ACN) | 0.1 | $732k | -31% | 2.3k | 312.29 |
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| Ishares Russell Mid-cap Growth Etf (IWP) | 0.1 | $731k | 6.2k | 117.41 |
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| Westinghouse Air Brake Technol CS (WAB) | 0.1 | $693k | 3.8k | 181.32 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $681k | 24k | 27.95 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $660k | +15% | 3.4k | 193.95 |
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| Waste Management CS (WM) | 0.1 | $653k | -2% | 2.8k | 231.40 |
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| Yum! Brands CS (YUM) | 0.1 | $648k | -22% | 4.1k | 157.47 |
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| 3M CS (MMM) | 0.0 | $640k | +26% | 4.4k | 146.92 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $637k | -2% | 11k | 58.94 |
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| Chevron Corp CS (CVX) | 0.0 | $616k | +12% | 3.7k | 167.21 |
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| Salesforce CS (CRM) | 0.0 | $616k | 2.3k | 268.29 |
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| Rtx Corp CS (RTX) | 0.0 | $593k | 4.5k | 132.54 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $585k | +24% | 1.1k | 514.06 |
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| Caterpillar CS (CAT) | 0.0 | $583k | +7% | 1.8k | 329.75 |
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| Aflac CS (AFL) | 0.0 | $552k | NEW | 5.0k | 111.22 |
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| Csx Corp CS (CSX) | 0.0 | $544k | 19k | 29.43 |
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| Deere & Co CS (DE) | 0.0 | $539k | +21% | 1.1k | 469.51 |
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| Colgate-palmolive CS (CL) | 0.0 | $531k | -3% | 5.7k | 93.72 |
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| General Mills CS (GIS) | 0.0 | $530k | -16% | 8.9k | 59.78 |
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| Ishares Msci Eafe Min Vol Fact Etf (EFAV) | 0.0 | $524k | -16% | 6.7k | 77.92 |
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| Silvercrest Asset Management G CS (SAMG) | 0.0 | $518k | 32k | 16.37 |
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| Cigna Group/the CS (CI) | 0.0 | $513k | -2% | 1.6k | 328.85 |
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| At&t CS (T) | 0.0 | $507k | 18k | 28.29 |
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| Trane Technologies CS (TT) | 0.0 | $507k | -3% | 1.5k | 337.10 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $495k | +134% | 1.3k | 370.79 |
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| Vanguard Ftse All World Ex-us Etf (VSS) | 0.0 | $478k | 4.1k | 115.54 |
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| Schwab Fundamental Internation Etf (FNDF) | 0.0 | $477k | -21% | 13k | 36.11 |
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| Church & Dwight CS (CHD) | 0.0 | $476k | 4.3k | 110.11 |
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| Travelers Cos Inc/the CS (TRV) | 0.0 | $470k | -14% | 1.8k | 264.64 |
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| Archer-daniels-midland CS (ADM) | 0.0 | $456k | 9.5k | 48.02 |
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| Ishares Core S&p Small-cap Etf Etf (IJR) | 0.0 | $450k | -3% | 4.3k | 104.65 |
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| Starbucks Corp CS (SBUX) | 0.0 | $446k | -7% | 4.5k | 98.04 |
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| Vanguard Esg Us Stock Etf Etf (ESGV) | 0.0 | $444k | -18% | 4.5k | 98.01 |
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| Valero Energy Corp CS (VLO) | 0.0 | $442k | -3% | 3.3k | 132.18 |
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| Wec Energy Group CS (WEC) | 0.0 | $437k | +3% | 4.0k | 109.09 |
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| Darden Restaurants CS (DRI) | 0.0 | $432k | -11% | 2.1k | 207.59 |
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| Vanguard Small-cap Etf Etf (VB) | 0.0 | $431k | -6% | 1.9k | 221.94 |
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| Rli Corp CS (RLI) | 0.0 | $428k | +100% | 5.3k | 80.30 |
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| Intel Corp CS (INTC) | 0.0 | $428k | -12% | 19k | 22.69 |
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| Honeywell International CS (HON) | 0.0 | $427k | -2% | 2.0k | 211.60 |
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| Eog Resources CS (EOG) | 0.0 | $421k | -9% | 3.3k | 128.12 |
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| Ishares Msci Global Min Vol Fa Etf (ACWV) | 0.0 | $419k | -4% | 3.6k | 116.39 |
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| Verizon Communications CS (VZ) | 0.0 | $417k | 9.2k | 45.36 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $417k | 2.2k | 190.41 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $417k | -3% | 2.8k | 150.81 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $410k | +3% | 5.4k | 75.67 |
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| Goldman Sachs Just Us Large Ca Etf (JUST) | 0.0 | $397k | -12% | 5.0k | 79.59 |
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| O'reilly Automotive CS (ORLY) | 0.0 | $395k | -41% | 276.00 | 1431.16 |
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| Southern Co/the CS (SO) | 0.0 | $386k | 4.2k | 91.99 |
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| Ishares Esg Aware Msci Eafe Et Etf (ESGD) | 0.0 | $368k | -12% | 4.5k | 81.67 |
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| Global X Video Games & Esports CS (HERO) | 0.0 | $367k | -2% | 15k | 24.96 |
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| Illinois Tool Works CS (ITW) | 0.0 | $361k | -5% | 1.5k | 248.11 |
|
| Schwab Fundamental U.s. Small Etf (FNDA) | 0.0 | $359k | -28% | 13k | 27.40 |
|
| Vanguard Health Care Etf Etf (VHT) | 0.0 | $357k | NEW | 1.4k | 264.44 |
|
| Ishares Core S&p Total U.s. St Etf (ITOT) | 0.0 | $353k | NEW | 2.9k | 122.10 |
|
| Spdr Gold Minishares Trust Etf (GLDM) | 0.0 | $348k | 5.6k | 61.83 |
|
|
| Fortive Corp CS (FTV) | 0.0 | $338k | -2% | 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 | +18% | 1.9k | 172.58 |
|
| Consumer Staples Select Sector CS (XLP) | 0.0 | $319k | -5% | 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 | -10% | 1.6k | 186.23 |
|
| Vanguard High Dividend Yield E Etf (VYM) | 0.0 | $301k | -4% | 2.3k | 129.18 |
|
| Pfizer CS (PFE) | 0.0 | $289k | +18% | 11k | 25.32 |
|
| Schwab Emerging Markets Equity Etf (SCHE) | 0.0 | $282k | -3% | 10k | 27.54 |
|
| Boeing Co/the CS (BA) | 0.0 | $278k | -11% | 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 | -3% | 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 | +14% | 4.7k | 51.75 |
|
| First Trust Nasdaq Clean Edge Etf (QCLN) | 0.0 | $242k | -2% | 8.5k | 28.59 |
|
| Marsh & Mclennan Cos CS (MMC) | 0.0 | $238k | 975.00 | 244.10 |
|
|
| Becton Dickinson & Co CS (BDX) | 0.0 | $229k | -80% | 1.0k | 229.00 |
|
| Comcast Corp CS (CMCSA) | 0.0 | $223k | -2% | 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% | 3.7k | 60.06 |
|
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $219k | -11% | 2.9k | 74.67 |
|
| Nike CS (NKE) | 0.0 | $215k | -14% | 3.4k | 63.37 |
|
| Schwab U.s. Large-cap Value Et Etf (SCHV) | 0.0 | $211k | NEW | 7.9k | 26.64 |
|
| Shell CS (SHEL) | 0.0 | $207k | NEW | 2.8k | 73.27 |
|
| Ishares Core U.s. Aggregate Bo Etf (AGG) | 0.0 | $206k | NEW | 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 | NEW | 2.0k | 100.79 |
|
| Fidelity Wise Origin Bitcoin F Etf (FBTC) | 0.0 | $203k | NEW | 2.8k | 71.86 |
|
| Nxp Semiconductors Nv CS (NXPI) | 0.0 | $202k | -45% | 1.1k | 190.21 |
|
| Materials Select Sector Spdr F CS (XLB) | 0.0 | $201k | -6% | 2.3k | 85.93 |
|
| Invesco Financial Preferred Et Etf (PGF) | 0.0 | $175k | -5% | 12k | 14.31 |
|
| Clifton Mining CS (CFTN) | 0.0 | $1.0k | 25k | 0.04 |
|
Past Filings by Appleton Partners
SEC 13F filings are viewable for Appleton Partners going back to 2011
- Appleton Partners 2025 Q1 filed April 22, 2025
- Appleton Partners 2024 Q4 filed Jan. 28, 2025
- Appleton Partners 2024 Q3 filed Oct. 1, 2024
- Appleton Partners 2024 Q2 filed July 2, 2024
- Appleton Partners 2024 Q1 filed April 1, 2024
- Appleton Partners 2023 Q4 filed Jan. 2, 2024
- Appleton Partners 2023 Q3 filed Oct. 3, 2023
- Appleton Partners 2023 Q2 filed July 10, 2023
- Appleton Partners 2023 Q1 filed April 10, 2023
- Appleton Partners 2022 Q4 filed Jan. 19, 2023
- Appleton Partners 2022 Q3 filed Oct. 27, 2022
- Appleton Partners 2022 Q2 filed July 8, 2022
- Appleton Partners 2022 Q1 filed April 5, 2022
- Appleton Partners 2021 Q4 filed Feb. 3, 2022
- Appleton Partners 2021 Q3 filed Oct. 14, 2021
- Appleton Partners 2021 Q2 filed July 7, 2021