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Appleton Partners Inc

Q1 2023 Holdings

Filed 2023-04-10 | 295 holdings | $90.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Walmart Inc(WMT)CS931142103$3.3K22,3200.0%
Iqvia Holdings Inc(IQV)CS46266C105$3.3K16,5740.0%
CME Group Inc(CME)CS12572Q105$3.3K17,4350.0%
JPMorgan Equity Premium Income(JEPI)ETF46641Q332$3.4K61,7300.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.4K175,9990.0%
Global X US Preferred ETF(PFFD)ETF37954Y657$3.5K175,8630.0%
Global X Video Games & Esports(HERO)CS37954Y392$3.6K177,0600.0%
Goldman Sachs Group Inc(GS)CS38141G104$3.6K11,1030.0%
Broadridge Financial Solutions(BR)CS11133T103$3.7K25,1750.0%
First Trust North American ENE(EMLP)ETF33738D101$3.8K141,1640.0%
Booking Holdings Inc(BKNG)CS09857L108$3.8K1,4190.0%
Chipotle Mexican Grill Inc(CMG)CS169656105$3.8K2,2220.0%
Watsco Inc(WSO)CS942622200$3.8K12,0020.0%
Hershey Co(HSY)CS427866108$3.9K15,4040.0%
Waste Connections Inc(WCN)CS94106B101$4.1K29,2100.0%
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$4.4K102,0590.0%
Starbucks Corp(SBUX)CS855244109$4.4K42,7080.0%
Medtronic PLC(MDT)CSG5960L103$4.5K55,4700.0%
Northrop Grumman Corp(NOC)CS666807102$4.6K9,9720.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$4.7K26,3090.0%
Clifton Mining Co(CFTN)CS186904108$5.0K49,6000.0%
Accenture PLC(ACN)CSG1151C101$5.0K17,5460.0%
Ishares Core International AGG(IAGG)ETF46435G672$5.1K103,4680.0%
Taiwan Semiconductor Manufactu(TSM)CS874039100$5.3K56,6150.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$5.5K17,9710.0%
Vulcan Materials Co(VMC)CS929160109$5.6K32,5740.0%
Exxon Mobil Corp(XOM)CS30231G102$5.6K50,9640.0%
Amgen Inc(AMGN)CS031162100$5.6K23,2830.0%
Monster Beverage Corp(MNST)CS61174X109$5.8K107,1840.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$5.8K31,6750.0%
TJX COS Inc(TJX)CS872540109$6.0K77,0790.0%
Spdr Portfolio Aggregate Bond(SPAB)ETF78464A649$6.1K235,3190.0%
Spdr Bloomberg Investment Grad(FLRN)ETF78468R200$6.3K207,0460.0%
Spdr Portfolio Intermediate TE(SPIB)ETF78464A375$6.4K196,9330.0%
Stryker Corp(SYK)CS863667101$6.6K23,0000.0%
JPMorgan Diversified Return US(JPSE)ETF46641Q845$6.6K166,3020.0%
Mcdonald's Corp(MCD)CS580135101$6.7K24,0950.0%
Merck & Co Inc(MRK)CS58933Y105$6.9K64,4460.0%
Walt Disney Co(DIS)CS254687106$7.1K70,4050.0%
Estee Lauder COS Inc(EL)CS518439104$7.1K28,9370.0%
JPMorgan Diversified Return US(JPME)ETF46641Q886$7.2K84,4080.0%
Equinix Inc(EQIX)CS29444U700$7.8K10,7480.0%
Schwab US Small-Cap ETF(SCHA)ETF808524607$7.9K188,9900.0%
Ishares Biotechnology ETF(IBB)CS464287556$8.1K62,3540.0%
Palo Alto Networks Inc(PANW)CS697435105$8.3K41,4340.0%
Arthur J Gallagher & Co(AJG)CS363576109$8.3K43,2990.0%
Roper Technologies Inc(ROP)CS776696106$8.4K18,9550.0%
Republic Services Inc(RSG)CS760759100$8.5K63,0680.0%
Sherwin-Williams Co(SHW)CS824348106$8.9K39,5810.0%
Raytheon Technologies Corp(RTX)CS75513E101$9.2K94,3210.0%
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