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Appleton Partners Inc

Q4 2021 Holdings

Filed 2022-02-03 | 310 holdings | $65.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Lamar Advertising Co(LAMR)CS512816109$2.6K21,6020.0%
Paychex Inc(PAYX)CS704326107$2.7K19,4170.0%
Charles Schwab Corp(SCHW)CS808513105$2.7K31,5670.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$2.8K10,9240.0%
Spdr Bloomberg High Yield Bond(JNK)ETF78468R622$2.8K25,8340.0%
Shopify Inc(SHOP)CS82509L107$2.8K2,0460.0%
Utilities Select Sector Spdr F(XLU)ETF81369Y886$2.8K39,6730.0%
Exxon Mobil Corp(XOM)CS30231G102$2.9K46,6710.0%
AT&T Inc(T)CS00206R102$2.9K117,6500.0%
Abbott Laboratories(ABT)CS002824100$3.0K21,0300.0%
Northrop Grumman Corp(NOC)CS666807102$3.1K7,9030.0%
Merck & Co Inc(MRK)CS58933Y105$3.2K41,3510.0%
Global X Video Games & Esports(HERO)CS37954Y392$3.2K112,7740.0%
Walmart Inc(WMT)CS931142103$3.2K22,2490.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$3.4K131,2060.0%
First Trust North American ENE(EMLP)ETF33738D101$3.6K145,4240.0%
Meta Platforms Inc(META)CS30303M102$3.6K10,8150.0%
CME Group Inc(CME)CS12572Q105$3.6K15,9560.0%
Verisign Inc(VRSN)CS92343E102$3.7K14,6130.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$4.0K13,3570.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$4.0K76,5700.0%
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$4.2K78,7990.0%
Watsco Inc(WSO)CS942622200$4.4K14,2120.0%
Verizon Communications Inc(VZ)CS92343V104$4.8K91,6360.0%
Goldman Sachs Group Inc(GS)CS38141G104$4.8K12,4650.0%
Energy Select Sector Spdr Fund(XLE)CS81369Y506$4.8K86,8490.0%
Iqvia Holdings Inc(IQV)CS46266C105$4.9K17,5060.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$5.1K75,2090.0%
Etfmg Prime Cyber Security ETF(HACKUSD)CS26924G201$5.1K82,8820.0%
Ishares Core International AGG(IAGG)ETF46435G672$5.1K93,5300.0%
Broadridge Financial Solutions(BR)CS11133T103$5.3K28,9470.0%
Monster Beverage Corp(MNST)CS61174X109$5.4K56,6060.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$5.6K33,9460.0%
Stryker Corp(SYK)CS863667101$5.7K21,2420.0%
Edwards Lifesciences Corp(EW)CS28176E108$5.8K44,6870.0%
Spdr Portfolio Aggregate Bond(SPAB)ETF78464A649$5.8K195,5560.0%
Mcdonald's Corp(MCD)CS580135101$5.9K22,0450.0%
Invesco Financial Preferred ET(PGF)ETF46137V621$6.0K316,6930.0%
Netflix Inc(NFLX)CS64110L106$6.1K10,1520.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$6.2K27,8030.0%
Danaher Corp(DHR)CS235851102$6.2K18,8170.0%
Amgen Inc(AMGN)CS031162100$6.2K27,6230.0%
Spdr Portfolio Intermediate TE(SPIB)ETF78464A375$6.3K175,2020.0%
TJX COS Inc(TJX)CS872540109$6.7K87,7710.0%
Vulcan Materials Co(VMC)CS929160109$6.9K33,0080.0%
Ecolab Inc(ECL)CS278865100$7.0K29,9450.0%
JPMorgan Diversified Return US(JPSE)ETF46641Q845$7.2K156,0740.0%
Equinix Inc(EQIX)CS29444U700$7.4K8,7180.0%
Zebra Technologies Corp(ZBRA)CS989207105$7.5K12,5430.0%
Alexandria Real Estate Equitie(ARE)CS015271109$8.1K36,1560.0%
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