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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
Westinghouse AIR Brake Technol(WAB)CS929740108$1.3K11,6040.0%
T-Mobile US Inc(TMUS)CS872590104$1.3K9,2530.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.3K24,2390.0%
DOW Inc(DOW)CS260557103$1.3K25,0880.0%
Schwab U.S. Large-Cap Growth E(SCHG)ETF808524300$1.4K18,2010.0%
CF Industries Holdings Inc(CF)CS125269100$1.4K20,1560.0%
Texas Instruments Inc(TXN)CS882508104$1.4K7,9210.0%
Ford Motor Co(F)CS345370860$1.4K94,4760.0%
Coca-Cola Co(KO)CS191216100$1.5K24,1010.0%
Brookfield Corp(BN)CS11271J107$1.6K47,9190.0%
Lowe's COS Inc(LOW)CS548661107$1.6K7,2570.0%
Edwards Lifesciences Corp(EW)CS28176E108$1.7K17,8280.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$1.7K9,9580.0%
Welltower Inc(WELL)CS95040Q104$1.8K21,8190.0%
Paychex Inc(PAYX)CS704326107$1.8K15,8870.0%
TE Connectivity LTD(TEL)CSH84989104$1.8K12,9530.0%
Automatic Data Processing Inc(ADP)CS053015103$1.8K8,3830.0%
Mastercard Inc(MA)CS57636Q104$1.9K4,7760.0%
Mondelez International Inc(MDLZ)CS609207105$1.9K26,2350.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$1.9K34,7240.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.0K26,8930.0%
Sysco Corp(SYY)CS871829107$2.0K26,8620.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$2.1K28,3740.0%
Meta Platforms Inc(META)CS30303M102$2.2K7,6560.0%
Spdr Bloomberg High Yield Bond(JNK)ETF78468R622$2.2K24,2670.0%
Abbott Laboratories(ABT)CS002824100$2.3K20,6560.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.4K5,2760.0%
Discover Financial Services(DFSEUR)CS254709108$2.4K20,2340.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$2.4K10,8480.0%
Nvidia Corp(NVDA)CS67066G104$2.4K5,6550.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$2.4K18,8700.0%
Verisign Inc(VRSN)CS92343E102$2.5K11,1670.0%
Broadridge Financial Solutions(BR)CS11133T103$2.6K15,7570.0%
Vanguard Ftse Developed Market(VEA)ETF921943858$2.6K57,2940.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$2.8K130,8950.0%
ELI Lilly & Co(LLY)CS532457108$2.8K5,9960.0%
Etfmg Prime Cyber Security ETF(HACKUSD)CS26924G201$2.8K55,6430.0%
Blackstone Inc(BX)CS09260D107$2.8K30,5720.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$2.9K142,3850.0%
CME Group Inc(CME)CS12572Q105$3.0K16,4390.0%
Goldman Sachs Group Inc(GS)CS38141G104$3.1K9,5210.0%
Utilities Select Sector Spdr F(XLU)ETF81369Y886$3.5K53,3930.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.5K179,7170.0%
Walmart Inc(WMT)CS931142103$3.5K22,4030.0%
Global X US Preferred ETF(PFFD)ETF37954Y657$3.6K184,4650.0%
Global X Video Games & Esports(HERO)CS37954Y392$3.7K179,4000.0%
First Trust North American ENE(EMLP)ETF33738D101$3.8K138,9590.0%
Canadian Pacific Kansas City L(CP)CS13646K108$3.9K47,7150.0%
Netflix Inc(NFLX)CS64110L106$4.0K9,0810.0%
Iqvia Holdings Inc(IQV)CS46266C105$4.0K18,0130.0%
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