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Appleton Partners Inc

Q2 2023 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Sempra Energy(SRE)CS816851109$5954,0850.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$5976,1740.0%
Salesforce Inc(CRM)CS79466L302$6092,8810.0%
CSX Corp(CSX)CS126408103$62818,4090.0%
Albemarle Corp(ALB)CS012653101$6342,8440.0%
Silvercrest Asset Management G(SAMG)CS828359109$64131,6500.0%
Honeywell International Inc(HON)CS438516106$6473,1180.0%
Regeneron Pharmaceuticals Inc(REGN)CS75886F107$6549100.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$6554,0340.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$66011,4670.0%
Caterpillar Inc(CAT)CS149123101$6612,6850.0%
Deere & Co(DE)CS244199105$6831,6850.0%
Workday Inc(WDAY)CS98138H101$6913,0600.0%
Amphenol Corp(APH)CS032095101$7388,6850.0%
Nike Inc(NKE)CS654106103$7386,6900.0%
Vanguard Communication Service(VOX)ETF92204A884$7436,9910.0%
NXP Semiconductors NV(NXPI)CSN6596X109$7463,6440.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$7466,0880.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$75510,3950.0%
EOG Resources Inc(EOG)CS26875P101$7756,7740.0%
Spdr Gold Shares(GLD)ETF78463V107$7854,4050.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$7933,2690.0%
Valero Energy Corp(VLO)CS91913Y100$7936,7600.0%
Communication Services Select(XLC)CS81369Y852$80312,3450.0%
CVS Health Corp(CVS)CS126650100$80711,6790.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$8093,0940.0%
Wells Fargo & Co(WFC)CS949746101$81819,1620.0%
Pfizer Inc(PFE)CS717081103$83122,6630.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$83721,1620.0%
Illinois Tool Works Inc(ITW)CS452308109$8393,3520.0%
Consumer Discretionary Select(XLY)ETF81369Y407$8454,9760.0%
Servicenow Inc(NOW)CS81762P102$8511,5140.0%
Tesla Inc(TSLA)CS88160R101$8583,2790.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$8763,1830.0%
Archer-Daniels-Midland Co(ADM)CS039483102$88311,6900.0%
Financial Select Sector Spdr F(XLF)ETF81369Y605$88526,2400.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$88913,1670.0%
Intel Corp(INTC)CS458140100$92527,6510.0%
Colgate-Palmolive Co(CL)CS194162103$92612,0240.0%
Yum! Brands Inc(YUM)CS988498101$9817,0830.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$9972,6980.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.0K25,2580.0%
Chevron Corp(CVX)CS166764100$1.0K6,5730.0%
Health Care Select Sector Spdr(XLV)ETF81369Y209$1.0K7,8310.0%
International Business Machine(IBM)CS459200101$1.1K7,9430.0%
General Mills Inc(GIS)CS370334104$1.1K14,3840.0%
Union Pacific Corp(UNP)CS907818108$1.1K5,5970.0%
Oracle Corp(ORCL)CS68389X105$1.2K9,8580.0%
Electronic Arts Inc(EA)CS285512109$1.2K9,2440.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$1.3K3,6100.0%
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