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Appleton Partners Inc

Q2 2022 Holdings

Filed 2022-07-08 | 293 holdings | $69.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$3.2K79,5480.0%
CME Group Inc(CME)CS12572Q105$3.2K15,7660.0%
Invesco Financial Preferred ET(PGF)ETF46137V621$3.3K212,7400.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.4K161,5830.0%
Merck & Co Inc(MRK)CS58933Y105$3.4K37,7160.0%
Goldman Sachs Group Inc(GS)CS38141G104$3.6K12,1870.0%
Iqvia Holdings Inc(IQV)CS46266C105$3.7K16,9200.0%
Etfmg Prime Cyber Security ETF(HACKUSD)CS26924G201$3.8K82,4400.0%
Global X Video Games & Esports(HERO)CS37954Y392$3.9K185,5660.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$3.9K68,8380.0%
First Trust North American ENE(EMLP)ETF33738D101$3.9K151,1640.0%
Zebra Technologies Corp(ZBRA)CS989207105$3.9K13,3740.0%
Verizon Communications Inc(VZ)CS92343V104$4.0K78,3830.0%
Edwards Lifesciences Corp(EW)CS28176E108$4.0K41,8710.0%
Broadridge Financial Solutions(BR)CS11133T103$4.0K27,9520.0%
Northrop Grumman Corp(NOC)CS666807102$4.0K8,3930.0%
Watsco Inc(WSO)CS942622200$4.1K16,9980.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$4.2K139,3870.0%
Stryker Corp(SYK)CS863667101$4.3K21,5450.0%
Exxon Mobil Corp(XOM)CS30231G102$4.3K50,1520.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$4.3K35,4260.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$4.5K26,6650.0%
Vulcan Materials Co(VMC)CS929160109$4.5K31,8500.0%
TJX COS Inc(TJX)CS872540109$4.6K83,0460.0%
Danaher Corp(DHR)CS235851102$4.7K18,5690.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$4.8K17,7300.0%
Ishares Core International AGG(IAGG)ETF46435G672$4.9K98,6270.0%
Monster Beverage Corp(MNST)CS61174X109$5.0K54,1650.0%
Mcdonald's Corp(MCD)CS580135101$5.4K21,6990.0%
Spdr Portfolio Aggregate Bond(SPAB)ETF78464A649$5.4K206,3450.0%
Alexandria Real Estate Equitie(ARE)CS015271109$5.5K38,0450.0%
Equinix Inc(EQIX)CS29444U700$5.8K8,8200.0%
Spdr Portfolio Intermediate TE(SPIB)ETF78464A375$6.0K182,4480.0%
JPMorgan Diversified Return US(JPSE)ETF46641Q845$6.2K166,7340.0%
Accenture PLC(ACN)CSG1151C101$6.3K22,6670.0%
Taiwan Semiconductor Manufactu(TSM)CS874039100$6.5K79,4110.0%
Amgen Inc(AMGN)CS031162100$6.8K28,0250.0%
Roper Technologies Inc(ROP)CS776696106$6.8K17,3110.0%
Ishares Biotechnology ETF(IBB)CS464287556$6.8K58,1910.0%
Spdr Bloomberg Investment Grad(FLRN)ETF78468R200$6.9K228,3500.0%
Medtronic PLC(MDT)CSG5960L103$6.9K76,9180.0%
JPMorgan Diversified Return US(JPME)ETF46641Q886$7.1K88,3770.0%
Walt Disney Co(DIS)CS254687106$7.2K76,2380.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$7.3K188,2230.0%
Estee Lauder COS Inc(EL)CS518439104$7.5K29,3420.0%
Palo Alto Networks Inc(PANW)CS697435105$7.6K15,4820.0%
Alphabet Inc(GOOGL)CS02079K305$7.8K3,5950.0%
SVB Financial Group(SIVBEUR)CS78486Q101$8.0K20,1350.0%
Morgan Stanley(MS)CS617446448$8.2K107,8620.0%
Broadcom Inc(AVGO)CS11135F101$8.2K16,9400.0%
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