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Appleton Partners Inc

Q3 2021 Holdings

Filed 2021-10-14 | 291 holdings | $56.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Workday Inc(WDAY)CS98138H101$1.5K6,0080.0%
Automatic Data Processing Inc(ADP)CS053015103$1.5K7,6610.0%
ELI Lilly & Co(LLY)CS532457108$1.6K6,7110.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$1.6K8,6320.0%
Vanguard Communication Service(VOX)ETF92204A884$1.6K11,5080.0%
Scotts Miracle-Gro Co(SMG)CS810186106$1.6K11,2250.0%
Westinghouse AIR Brake Technol(WAB)CS929740108$1.7K19,1380.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.7K33,2350.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.7K27,9590.0%
NXP Semiconductors NV(NXPI)CSN6596X109$1.8K9,0600.0%
Mondelez International Inc(MDLZ)CS609207105$1.8K30,6000.0%
Indexiq ETF Trust - IQ Hedge M(QAI)ETF45409B107$1.8K56,1230.0%
Union Pacific Corp(UNP)CS907818108$1.8K9,1920.0%
Sysco Corp(SYY)CS871829107$1.8K23,2860.0%
Mastercard Inc(MA)CS57636Q104$1.8K5,3140.0%
Intel Corp(INTC)CS458140100$1.9K35,0840.0%
Waste Connections Inc(WCN)CS94106B101$1.9K15,1660.0%
Booking Holdings Inc(BKNG)CS09857L108$2.0K8510.0%
Albemarle Corp(ALB)CS012653101$2.1K9,3720.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$2.1K96,8120.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.2K5,0360.0%
TE Connectivity LTD(TEL)CSH84989104$2.2K15,8590.0%
Paychex Inc(PAYX)CS704326107$2.2K19,5920.0%
Northrop Grumman Corp(NOC)CS666807102$2.3K6,2680.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$2.3K29,2820.0%
Baxter International Inc(BAX)CS071813109$2.4K29,5780.0%
Twitter Inc(TWTRUSD)CS90184L102$2.4K39,8160.0%
Charles Schwab Corp(SCHW)CS808513105$2.4K33,1370.0%
Abbott Laboratories(ABT)CS002824100$2.4K20,5520.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.5K31,6760.0%
Utilities Select Sector Spdr F(XLU)ETF81369Y886$2.5K38,9420.0%
Lamar Advertising Co(LAMR)CS512816109$2.5K21,9510.0%
Vanguard Ftse Developed Market(VEA)ETF921943858$2.5K49,8250.0%
Spdr Bloomberg Barclays High Y(JNK)ETF78468R622$2.7K24,2950.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$2.7K11,3090.0%
Shopify Inc(SHOP)CS82509L107$2.7K1,9820.0%
Exxon Mobil Corp(XOM)CS30231G102$2.9K48,4490.0%
Watsco Inc(WSO)CS942622200$2.9K10,8550.0%
Walmart Inc(WMT)CS931142103$2.9K20,8270.0%
Americold Realty Trust(COLD)CS03064D108$2.9K100,2340.0%
Merck & Co Inc(MRK)CS58933Y105$3.0K39,3220.0%
Verisign Inc(VRSN)CS92343E102$3.1K14,9010.0%
CME Group Inc(CME)CS12572Q105$3.1K15,8180.0%
T-Mobile US Inc(TMUS)CS872590104$3.3K25,9620.0%
First Trust North American ENE(EMLP)ETF33738D101$3.3K141,1130.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.4K74,9920.0%
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$3.5K71,5490.0%
Fiserv Inc(FISV)CS337738108$3.6K32,8520.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$3.6K24,9330.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$3.6K13,2200.0%
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