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Appleton Partners Inc

Q1 2021 Holdings

Filed 2021-04-19 | 279 holdings | $47.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
General Electric Co COMCS369604103$66250,4480.0%
EOG RES Inc COM(EOG)CS26875P101$6849,4330.0%
Ishares TR Core S&P MCP ETF(IJH)ETF464287507$7002,6890.0%
Spdr SER TR S&P Divid ETF(SDY)ETF78464A763$7096,0060.0%
Applied Matls Inc COM(AMAT)CS038222105$7195,3820.0%
Spdr Gold TR Gold SHS(GLD)ETF78463V107$7314,5670.0%
Invesco QQQ TR Unit SER 1(QQQ)ETF46090E103$7352,3020.0%
Target Corp COM(TGT)CS87612E106$7433,7520.0%
Ishares TR RUS 1000 GRW ETF(IWF)ETF464287614$7453,0650.0%
Illinois Tool WKS Inc COM(ITW)CS452308109$7653,4520.0%
Ishares TR RUS MD CP GR ETF(IWP)ETF464287481$7657,5000.0%
Select Sector Spdr TR Technolo(XLK)CS81369Y803$7735,8230.0%
Bristol-Myers Squibb Co COM(BMY)CS110122108$79012,5120.0%
J P Morgan Exchange-Traded FD(JPIN)ETF46641Q209$79413,0200.0%
Honeywell Intl Inc COM(HON)CS438516106$8033,7010.0%
Spdr SER TR S&P Oilgas EXP(XOP)ETF78468R556$85310,4920.0%
Dominos Pizza Inc COM(DPZ)CS25754A201$8552,3250.0%
Federated Hermes Inc CL B(FHI)CS314211103$85627,3570.0%
Wells Fargo Co New COM(WFC)CS949746101$86522,1430.0%
Ebay Inc. COM(EBAY)CS278642103$90314,7390.0%
Deere & Co COM(DE)CS244199105$9052,4190.0%
Pfizer Inc COM(PFE)CS717081103$92525,5410.0%
Valero Energy Corp COM(VLO)CS91913Y100$94613,2060.0%
Nextera Energy Inc COM(NEE)CS65339F101$96212,7250.0%
DOW Inc COM(DOW)CS260557103$98215,3520.0%
Ishares TR RUS 2000 GRW ETF(IWO)ETF464287648$1.0K3,3840.0%
Nvidia Corporation COM(NVDA)CS67066G104$1.0K1,9310.0%
Amphenol Corp New CL A(APH)CS032095101$1.1K16,0920.0%
S&P Global Inc COM(SPGI)CS78409V104$1.1K3,0610.0%
Ishares TR Msci EMG MKT ETF(EEM)ETF464287234$1.1K20,9650.0%
Ishares TR Msci Eafe MIN VL(EFAV)ETF46429B689$1.1K15,5620.0%
Coca Cola Co COM(KO)CS191216100$1.1K21,6410.0%
Lilly ELI & Co COM(LLY)CS532457108$1.2K6,2260.0%
International Business Machs C(IBM)CS459200101$1.2K8,8690.0%
Northern TR Corp COM(NTRS)CS665859104$1.2K11,3930.0%
Colgate Palmolive Co COM(CL)CS194162103$1.2K15,3530.0%
Invesco Exch Traded FD TR II S(BKLN)ETF46138G508$1.2K55,7110.0%
Waste Connections Inc COM(WCN)CS94106B101$1.3K11,7370.0%
3M Co COM(MMM)CS88579Y101$1.3K6,8570.0%
Indexiq ETF TR Hedge Mlti ETF(QAI)ETF45409B107$1.4K42,4600.0%
CSX Corp COM(CSX)CS126408103$1.4K14,8160.0%
Albemarle Corp COM(ALB)CS012653101$1.4K9,8310.0%
Ishares TR Core US Aggbd ET(AGG)ETF464287226$1.5K13,1660.0%
Vanguard World FDS Comm Srvc E(VOX)ETF92204A884$1.5K11,8750.0%
Automatic Data Processing Inc(ADP)CS053015103$1.6K8,2370.0%
Wabtec COM(WAB)CS929740108$1.6K19,6790.0%
Citigroup Inc COM New(C)CS172967424$1.7K23,6850.0%
Vanguard Intl Equity Index FDS(VEU)ETF922042775$1.8K28,9820.0%
Vanguard Intl Equity Index FDS(VWO)ETF922042858$1.8K33,9560.0%
Illumina Inc COM(ILMN)CS452327109$1.8K4,6040.0%
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