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Appleton Partners Inc

Q3 2022 Holdings

Filed 2022-10-27 | 292 holdings | $88.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
BlackRock Ultra Short-Term BON(ICSH)ETF46434V878$57411,4830.0%
Invitation Homes Inc(INVH)CS46187W107$58217,2350.0%
Amphenol Corp(APH)CS032095101$6079,0600.0%
Waste Management Inc(WM)CS94106L109$6143,8320.0%
Schlumberger NV(SLB)CS806857108$61917,2470.0%
Regeneron Pharmaceuticals Inc(REGN)CS75886F107$6279100.0%
Lowe's COS Inc(LOW)CS548661107$6333,3710.0%
S&P Global Inc(SPGI)CS78409V104$6392,0920.0%
Bristol-Myers Squibb Co(BMY)CS110122108$6619,3040.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$6655,9650.0%
Illinois Tool Works Inc(ITW)CS452308109$6723,7190.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$6773,2770.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$67819,4250.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$6833,2480.0%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$6987,2400.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$71112,4750.0%
Catalent Inc(CTLTEUR)CS148806102$7209,9510.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$7303,3300.0%
Vanguard Communication Service(VOX)ETF92204A884$7378,9510.0%
Health Care Select Sector Spdr(XLV)ETF81369Y209$7396,1030.0%
Financial Select Sector Spdr F(XLF)ETF81369Y605$74124,3930.0%
Nvidia Corp(NVDA)CS67066G104$7416,1020.0%
3M Co(MMM)CS88579Y101$7436,7210.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$7532,8170.0%
Deere & Co(DE)CS244199105$7542,2590.0%
Spdr Gold Shares(GLD)ETF78463V107$7564,8900.0%
Yum! Brands Inc(YUM)CS988498101$7657,1970.0%
Northern Trust Corp(NTRS)CS665859104$7668,9570.0%
Canadian Pacific Railway LTDCS13645T100$81512,2200.0%
Intel Corp(INTC)CS458140100$83232,2840.0%
EOG Resources Inc(EOG)CS26875P101$8517,6160.0%
Chevron Corp(CVX)CS166764100$8626,0000.0%
Ford Motor Co(F)CS345370860$91181,3190.0%
International Business Machine(IBM)CS459200101$9277,8070.0%
Wells Fargo & Co(WFC)CS949746101$94423,4610.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$9477,9710.0%
Tesla Inc(TSLA)CS88160R101$9493,5790.0%
General Mills Inc(GIS)CS370334104$97112,6760.0%
Colgate-Palmolive Co(CL)CS194162103$97413,8610.0%
Nextera Energy Inc(NEE)CS65339F101$99312,6680.0%
Archer-Daniels-Midland Co(ADM)CS039483102$1.0K12,6400.0%
CSX Corp(CSX)CS126408103$1.0K38,6250.0%
Workday Inc(WDAY)CS98138H101$1.1K6,9560.0%
Activision Blizzard Inc(ATVIEUR)CS00507V109$1.1K14,5920.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.1K30,0760.0%
Coca-Cola Co(KO)CS191216100$1.1K19,7610.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.2K25,9240.0%
Baxter International Inc(BAX)CS071813109$1.2K21,3590.0%
DOW Inc(DOW)CS260557103$1.2K26,6440.0%
NXP Semiconductors NV(NXPI)CSN6596X109$1.2K7,9750.0%
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