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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
Northrop Grumman Corp COM(NOC)CS666807102$1.8K5,6350.0%
Sysco Corp COM(SYY)CS871829107$1.8K23,3360.0%
Ishares TR Core S&p500 ETF(IVV)ETF464287200$1.9K4,6930.0%
Paychex Inc COM(PAYX)CS704326107$1.9K19,2250.0%
Mastercard Incorporated CL A(MA)CS57636Q104$1.9K5,3760.0%
Twitter Inc COM(TWTRUSD)CS90184L102$1.9K30,0930.0%
Mondelez Intl Inc CL A(MDLZ)CS609207105$1.9K32,8560.0%
NXP Semiconductors N V COM(NXPI)CSN6596X109$1.9K9,5770.0%
Shopify Inc CL A(SHOP)CS82509L107$1.9K1,7500.0%
TE Connectivity LTD REG SHS(TEL)CSH84989104$2.1K15,9150.0%
Lamar Advertising Co New CL A(LAMR)CS512816109$2.1K22,0260.0%
Union PAC Corp COM(UNP)CS907818108$2.1K9,5210.0%
Booking Holdings Inc COM(BKNG)CS09857L108$2.1K9010.0%
Ishares TR RUS Mid Cap ETF(IWR)ETF464287499$2.2K29,2950.0%
Spdr SER TR Bloomberg Brclys(JNK)ETF78468R622$2.2K20,4220.0%
Vertex Pharmaceuticals COM(VRTX)CS92532F100$2.3K10,5770.0%
Lvmh Moet Hennessy LOU Vuitton(LVMUY)CS502441306$2.3K17,2090.0%
Schwab Charles Corp COM(SCHW)CS808513105$2.3K35,4240.0%
Intel Corp COM(INTC)CS458140100$2.3K36,5600.0%
Select Sector Spdr TR SBI Int-(XLU)CS81369Y886$2.3K36,6090.0%
Abbott Labs COM(ABT)CS002824100$2.4K19,8870.0%
Walmart Inc COM(WMT)CS931142103$2.4K17,9900.0%
Vanguard Index FDS Mid Cap ETF(VO)ETF922908629$2.5K11,3480.0%
Ishares TR Msci Eafe ETF(EFA)ETF464287465$2.6K34,2270.0%
Vanguard Tax-Managed Intl FD F(VEA)ETF921943858$2.7K54,8650.0%
Baxter Intl Inc COM(BAX)CS071813109$2.7K32,1240.0%
Texas Instrs Inc COM(TXN)CS882508104$2.7K14,4850.0%
Exxon Mobil Corp COM(XOM)CS30231G102$2.7K49,1290.0%
First TR Exchange-Traded FD IV(EMLP)ETF33738D101$2.8K121,0450.0%
First TR Exchange Traded FD II(CIBR)CS33734X846$2.8K66,5900.0%
Schwab Strategic TR US REIT ET(SCHH)ETF808524847$2.8K68,1350.0%
Graniteshares ETF TR BBG Commd(COMB)ETF38747R108$2.8K112,9850.0%
Broadridge Finl Solutions Inc(BR)CS11133T103$2.9K18,6690.0%
Scotts Miracle-Gro Co CL A(SMG)CS810186106$3.0K12,1380.0%
Select Sector Spdr TR Energy(XLE)CS81369Y506$3.1K62,5410.0%
Merck & Co. Inc COM(MRK)CS58933Y105$3.1K40,2210.0%
CME Group Inc COM(CME)CS12572Q105$3.1K15,3470.0%
T-Mobile US Inc COM(TMUS)CS872590104$3.2K25,2830.0%
Verisign Inc COM(VRSN)CS92343E102$3.2K16,2310.0%
Berkshire Hathaway Inc del CL(BRK/B)CS084670702$3.3K12,7820.0%
Iqvia Hldgs Inc COM(IQV)CS46266C105$3.4K17,4530.0%
Facebook Inc CL A(META)CS30303M102$3.7K12,6300.0%
Edwards Lifesciences Corp COM(EW)CS28176E108$3.9K46,6260.0%
Morgan Stanley COM New(MS)CS617446448$3.9K50,7310.0%
J P Morgan Exchange-Traded FD(JMST)ETF46641Q654$4.0K78,6350.0%
Zebra Technologies CP CL A(ZBRA)CS989207105$4.1K8,4390.0%
AT&T Inc COM(T)CS00206R102$4.2K139,2340.0%
Monster Beverage Corp New COM(MNST)CS61174X109$4.2K46,4050.0%
Ecolab Inc COM(ECL)CS278865100$4.3K20,1110.0%
Danaher Corporation COM(DHR)CS235851102$4.5K19,8440.0%
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