IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Appleton Partners Inc

Q2 2023 Holdings

Filed 2023-07-10 | 287 holdings | $105.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$3414,7960.0%
Philip Morris International in(PM)CS718172109$3573,6590.0%
Trane Technologies PLC(TT)CSG8994E103$3601,8830.0%
Emerson Electric Co(EMR)CS291011104$3624,0050.0%
S&P Global Inc(SPGI)CS78409V104$3629020.0%
Verizon Communications Inc(VZ)CS92343V104$3679,8600.0%
YUM China Holdings Inc(YUMC)CS98850P109$3686,5060.0%
Industrial Select Sector Spdr(XLI)ETF81369Y704$3703,4490.0%
Travelers COS Inc(TRV)CS89417E109$3702,1330.0%
Ishares Trust Ishares ESG Awar(ESGD)ETF46435G516$3715,0910.0%
Eversource Energy(ES)CS30040W108$3745,2710.0%
Fortive Corp(FTV)CS34959J108$3755,0100.0%
Invesco S&P 500 LOW Volatility(SPLV)ETF46138E354$3776,0050.0%
Ishares Gold Trust(IAU)ETF464285204$38510,5700.0%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$3863,9450.0%
General Electric Co(GE)CS369604301$4033,6660.0%
Chubb LTD(CB)CSH1467J104$4092,1250.0%
Southern Co(SO)CS842587107$4155,9080.0%
Prudential Financial Inc(PRU)CS744320102$4224,7820.0%
WEC Energy Group Inc(WEC)CS92939U106$4234,7920.0%
Ishares Msci USA MIN VOL Facto(USMV)ETF46429B697$4235,6930.0%
Goldman Sachs Just US Large CA(JUST)ETF381430396$4336,8580.0%
Materials Select Sector Spdr F(XLB)ETF81369Y100$4405,3040.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$4476,6230.0%
First Trust Nasdaq Clean Edge(QCLN)ETF33733E500$4498,7770.0%
RLI Corp(RLI)CS749607107$4523,3150.0%
Ishares Core S&P Small-Cap ETF(IJR)ETF464287804$4534,5460.0%
Ishares Msci Global MIN VOL FA(ACWV)ETF464286525$4604,6880.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$4618,9130.0%
Church & Dwight Co Inc(CHD)CS171340102$4634,6230.0%
Comcast Corp(CMCSA)CS20030N101$46711,2350.0%
Bristol-Myers Squibb Co(BMY)CS110122108$4827,5320.0%
AIR Products and Chemicals Inc(APD)CS009158106$4841,6150.0%
Vanguard Small-Cap ETF(VB)ETF922908751$4852,4390.0%
Linde PLC(LIN)CSG5494J103$4871,3970.0%
Schwab Fundamental Internation(FNDF)ETF808524755$49215,2290.0%
Vanguard ESG US Stock ETF(ESGV)ETF921910733$5046,4380.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$5081,0620.0%
Berkshire Hathaway Inc(BRK/A)CS084670108$51810.0%
AT&T Inc(T)CS00206R102$52232,7060.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$5243,7230.0%
Genuine Parts Co(GPC)CS372460105$5423,2030.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$5612,5480.0%
Invesco Financial Preferred ET(PGF)ETF46137V621$57139,8010.0%
Invitation Homes Inc(INVH)CS46187W107$57316,6450.0%
Indexiq ETF Trust - IQ Hedge M(QAI)ETF45409B107$57719,3410.0%
Consumer Staples Select Sector(XLP)ETF81369Y308$5797,8080.0%
Waste Management Inc(WM)CS94106L109$5843,3680.0%
Activision Blizzard Inc(ATVIEUR)CS00507V109$5866,9550.0%
Nextera Energy Inc(NEE)CS65339F101$5907,9550.0%
PreviousPage 2 of 6Next