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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
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$3.0K58,2960.0%
Utilities Select Sector Spdr F(XLU)ETF81369Y886$3.0K45,3680.0%
Etfmg Prime Cyber Security ETF(HACKUSD)CS26924G201$3.1K71,6530.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.1K167,1180.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$3.2K25,5530.0%
Zebra Technologies Corp(ZBRA)CS989207105$3.3K12,4180.0%
Global X Video Games & Esports(HERO)CS37954Y392$3.3K184,0540.0%
Edwards Lifesciences Corp(EW)CS28176E108$3.3K40,3560.0%
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$3.4K89,0330.0%
Goldman Sachs Group Inc(GS)CS38141G104$3.4K11,7160.0%
First Trust North American ENE(EMLP)ETF33738D101$3.7K149,5200.0%
Northrop Grumman Corp(NOC)CS666807102$3.9K8,3200.0%
Merck & Co Inc(MRK)CS58933Y105$3.9K45,8380.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$4.0K137,8530.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$4.2K35,3300.0%
Broadridge Financial Solutions(BR)CS11133T103$4.2K29,0610.0%
Stryker Corp(SYK)CS863667101$4.3K21,1350.0%
Watsco Inc(WSO)CS942622200$4.4K17,0580.0%
Exxon Mobil Corp(XOM)CS30231G102$4.4K50,3060.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$4.4K26,8990.0%
Monster Beverage Corp(MNST)CS61174X109$4.7K53,8160.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$4.7K17,5880.0%
Danaher Corp(DHR)CS235851102$4.8K18,4090.0%
Vulcan Materials Co(VMC)CS929160109$4.8K30,5970.0%
Ishares Core International AGG(IAGG)ETF46435G672$4.9K101,0350.0%
TJX COS Inc(TJX)CS872540109$5.0K80,1770.0%
Equinix Inc(EQIX)CS29444U700$5.1K8,9180.0%
Taiwan Semiconductor Manufactu(TSM)CS874039100$5.1K74,4010.0%
Alexandria Real Estate Equitie(ARE)CS015271109$5.3K37,8740.0%
Mcdonald's Corp(MCD)CS580135101$5.4K23,3070.0%
Spdr Portfolio Aggregate Bond(SPAB)ETF78464A649$5.5K219,3150.0%
Accenture PLC(ACN)CSG1151C101$5.7K22,1340.0%
SVB Financial Group(SIVBEUR)CS78486Q101$5.7K17,0970.0%
Spdr Portfolio Intermediate TE(SPIB)ETF78464A375$5.9K189,0130.0%
JPMorgan Diversified Return US(JPSE)ETF46641Q845$6.0K169,9320.0%
Estee Lauder COS Inc(EL)CS518439104$6.0K27,8750.0%
Roper Technologies Inc(ROP)CS776696106$6.1K16,8320.0%
Medtronic PLC(MDT)CSG5960L103$6.2K76,6030.0%
Amgen Inc(AMGN)CS031162100$6.5K28,7080.0%
Spdr Bloomberg Investment Grad(FLRN)ETF78468R200$6.5K214,8200.0%
Ishares Biotechnology ETF(IBB)CS464287556$6.7K56,9240.0%
JPMorgan Diversified Return US(JPME)ETF46641Q886$6.7K87,6370.0%
Walt Disney Co(DIS)CS254687106$6.9K73,6500.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$7.0K186,1760.0%
Palo Alto Networks Inc(PANW)CS697435105$7.5K45,6580.0%
Broadcom Inc(AVGO)CS11135F101$7.6K17,0930.0%
Brookfield Asset Management inCS112585104$7.9K192,5770.0%
Sherwin-Williams Co(SHW)CS824348106$8.0K39,1520.0%
Ishares Core Msci Emerging MAR(IEMG)ETF46434G103$8.4K195,0710.0%
Morgan Stanley(MS)CS617446448$8.6K108,6050.0%
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