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Appleton Partners Inc

Q1 2019 Holdings

Filed 2019-04-17 | 263 holdings | $38.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Target Corp COM(TGT)COM87612E106$3274,0790.0%
Applied Matls Inc COM(AMAT)COM038222105$3348,4250.0%
Ishares TR S&P MC 400VL ETF(IJJ)S&P MC 400VL ETF464287705$3362,1400.0%
Caterpillar Inc del COM(CAT)COM149123101$3472,5590.0%
Ishares TR Core Msci Eafe(IEFA)CORE MSCI EAFE46432F842$3535,8060.0%
Spdr DOW Jones Indl Avrg ETF U(DIA)UT SER 178467X109$3541,3650.0%
PPG Inds Inc COM(PPG)COM693506107$3643,2210.0%
Carlisle COS Inc COM(CSL)COM142339100$3672,9910.0%
Travelers Companies Inc COM(TRV)COM89417E109$3702,6950.0%
GCI Liberty Inc COM Class A(GLIBAEUR)COM36164V305$3987,1500.0%
WEC Energy Group Inc COM(WEC)COM92939U106$4015,0720.0%
Nvidia Corp COM(NVDA)COM67066G104$4032,2460.0%
Altria Group Inc COM(MO)COM02209S103$4097,1250.0%
Vanguard Group DIV APP ETF(VIG)DIV APP ETF921908844$4133,7680.0%
First TR Exchange Traded FD US(FPX)NAS CLNEDG GREEN336920103$4215,6250.0%
Digital Rlty TR Inc COM(DLR)COM253868103$4363,6620.0%
Prudential Finl Inc COM(PRU)COM744320102$4384,7650.0%
Archer Daniels Midland Co COM(ADM)COM039483102$44710,3670.0%
Waste Mgmt Inc del COM(WM)COM94106L109$4674,4960.0%
Ishares TR Ultr SH TRM BD(ICSH)ULTR SH TRM BD46434V878$4739,3990.0%
Workday Inc CL A(WDAY)COM98138H101$4832,5030.0%
PNC Finl Svcs Group Inc COM(PNC)COM693475105$4903,9960.0%
Weyerhaeuser Co COM(WY)COM962166104$49018,6160.0%
MGM Resorts International COM(MGM)COM552953101$49919,4610.0%
Invesco QQQ TR Unit SER 1(QQQ)US LRG CAP ETF46090E103$5012,7880.0%
AIR Prods & Chems Inc COM(APD)COM009158106$5062,6480.0%
Linde PLC COM(LIN)COMG5494J103$5092,8920.0%
Novartis A G Sponsored ADR(NVSN)COM66987V109$5135,3310.0%
Anheuser Busch Inbev SA SPO(BUD)COM03524A108$5256,2500.0%
Ishares TR MIN VOL USA ETF(USMV)MIN VOL USA ETF46429B697$5359,1000.0%
V F Corp COM(VFC)COM918204108$5376,1740.0%
Illinois Tool WKS Inc COM(ITW)COM452308109$5533,8530.0%
Clorox Co del COM(CLX)COM189054109$5553,4610.0%
Okta Inc CL A(OKTA)COM679295105$5596,7620.0%
Ameriprise Finl Inc COM(AMP)COM03076C106$5614,3830.0%
Nextera Energy Inc COM(NEE)COM65339F101$5702,9510.0%
Ishares TR RUS MD CP GR ETF(IWP)RUS MD CP GR ETF464287481$5724,2140.0%
Ishares TR RUS 1000 GRW ETF(IWF)RUS 1000 GRW ETF464287614$5783,8200.0%
CF Inds Hldgs Inc COM(CF)COM125269100$57914,1600.0%
Ishares TR RUS 2000 VAL ETF(IWN)RUS 2000 VAL ETF464287630$6065,0540.0%
Gilead Sciences Inc COM(GILD)COM375558103$6129,4200.0%
Spdr S&P Midcap 400 ETF TR UTS(MDY)UTSER1 S&PDCRP78467Y107$6121,7710.0%
Spdr Series Trust S&P 400 Mdcp(MDYV)S&P 400 MDCP VAL78464A839$61312,1660.0%
Comcast Corp New CL A(CMCSA)COM20030N101$63315,8230.0%
Bristol Myers Squibb Co COM(BMY)COM110122108$63413,2910.0%
Vanguard Intl Equity Index FD(VWO)FTSE EMR MKT ETF922042858$64815,2480.0%
Lilly ELI & Co COM(LLY)COM532457108$6615,0940.0%
Spdr Series Trust S&P Divid ET(SDY)S&P DIVID ETF78464A763$6656,6860.0%
Schwab Strategic TR US Aggrega(SCHZ)US AGGREGATE B808524839$69313,3630.0%
Church & Dwight Inc COM(CHD)COM171340102$6969,7770.0%
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