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Appleton Partners Inc

Q1 2022 Holdings

Filed 2022-04-05 | 302 holdings | $58.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Spdr Bloomberg High Yield Bond(JNK)ETF78468R622$2.7K26,3670.0%
Merck & Co Inc(MRK)CS58933Y105$3.0K36,1510.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$3.0K22,2320.0%
Verisign Inc(VRSN)CS92343E102$3.0K13,6130.0%
Utilities Select Sector Spdr F(XLU)ETF81369Y886$3.1K41,1790.0%
Walmart Inc(WMT)CS931142103$3.3K22,0860.0%
Northrop Grumman Corp(NOC)CS666807102$3.6K8,1030.0%
CME Group Inc(CME)CS12572Q105$3.8K15,7860.0%
Netflix Inc(NFLX)CS64110L106$3.8K10,1350.0%
Exxon Mobil Corp(XOM)CS30231G102$3.8K46,3580.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.9K157,8980.0%
Iqvia Holdings Inc(IQV)CS46266C105$4.0K17,0880.0%
Goldman Sachs Group Inc(GS)CS38141G104$4.0K12,2520.0%
Paypal Holdings Inc(PYPL)CS70450Y103$4.1K35,1970.0%
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$4.1K76,8480.0%
First Trust North American ENE(EMLP)ETF33738D101$4.1K148,9730.0%
Verizon Communications Inc(VZ)CS92343V104$4.2K82,7500.0%
Monster Beverage Corp(MNST)CS61174X109$4.4K54,8660.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$4.4K136,6390.0%
Global X Video Games & Esports(HERO)CS37954Y392$4.5K178,3940.0%
Broadridge Financial Solutions(BR)CS11133T103$4.5K28,7820.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$4.5K70,9680.0%
Etfmg Prime Cyber Security ETF(HACKUSD)CS26924G201$4.9K82,8070.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$4.9K34,4100.0%
Edwards Lifesciences Corp(EW)CS28176E108$4.9K42,0110.0%
Watsco Inc(WSO)CS942622200$5.0K16,2960.0%
Ishares Core International AGG(IAGG)ETF46435G672$5.1K97,0550.0%
TJX COS Inc(TJX)CS872540109$5.1K84,4470.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$5.2K14,7070.0%
Mcdonald's Corp(MCD)CS580135101$5.2K21,1710.0%
Invesco Financial Preferred ET(PGF)ETF46137V621$5.3K313,9130.0%
Danaher Corp(DHR)CS235851102$5.5K18,6100.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$5.6K27,0410.0%
Zebra Technologies Corp(ZBRA)CS989207105$5.6K13,4710.0%
Stryker Corp(SYK)CS863667101$5.6K21,1280.0%
Spdr Portfolio Aggregate Bond(SPAB)ETF78464A649$5.7K203,5150.0%
Vulcan Materials Co(VMC)CS929160109$6.0K32,7940.0%
Spdr Portfolio Intermediate TE(SPIB)ETF78464A375$6.1K178,8370.0%
Equinix Inc(EQIX)CS29444U700$6.5K8,7160.0%
Amgen Inc(AMGN)CS031162100$6.6K27,3650.0%
JPMorgan Diversified Return US(JPSE)ETF46641Q845$7.1K162,5850.0%
Alexandria Real Estate Equitie(ARE)CS015271109$7.6K37,5410.0%
Xylem Inc(XYL)CS98419M100$7.8K91,0680.0%
Ishares Biotechnology ETF(IBB)CS464287556$7.9K60,9010.0%
Accenture PLC(ACN)CSG1151C101$8.1K24,1380.0%
Estee Lauder COS Inc(EL)CS518439104$8.2K30,1100.0%
JPMorgan Diversified Return US(JPME)ETF46641Q886$8.2K87,9520.0%
Roper Technologies Inc(ROP)CS776696106$8.2K17,4460.0%
Taiwan Semiconductor Manufactu(TSM)CS874039100$8.4K80,5210.0%
Republic Services Inc(RSG)CS760759100$8.4K63,5490.0%
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