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Appleton Partners Inc

Q3 2023 Holdings

Filed 2023-10-03 | 289 holdings | $107.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Information Technolog(VGT)ETF92204A702$9522,2950.0%
Union Pacific Corp(UNP)CS907818108$9624,7220.0%
Electronic Arts Inc(EA)CS285512109$9708,0540.0%
Chevron Corp(CVX)CS166764100$9715,7580.0%
Intel Corp(INTC)CS458140100$98227,6240.0%
International Business Machine(IBM)CS459200101$9877,0320.0%
Health Care Select Sector Spdr(XLV)ETF81369Y209$9937,7110.0%
Oracle Corp(ORCL)CS68389X105$1.0K9,5930.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$1.1K4,8750.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$1.1K3,2610.0%
Westinghouse AIR Brake Technol(WAB)CS929740108$1.1K10,7430.0%
Texas Instruments Inc(TXN)CS882508104$1.2K7,2460.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.2K23,9260.0%
Coca-Cola Co(KO)CS191216100$1.3K22,7070.0%
DOW Inc(DOW)CS260557103$1.3K24,8860.0%
Schwab U.S. Large-Cap Growth E(SCHG)ETF808524300$1.3K17,8610.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.3K34,0250.0%
Lowe's COS Inc(LOW)CS548661107$1.3K6,4270.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$1.6K9,8670.0%
CF Industries Holdings Inc(CF)CS125269100$1.7K19,4010.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$1.7K31,0070.0%
Mondelez International Inc(MDLZ)CS609207105$1.7K24,1730.0%
Mastercard Inc(MA)CS57636Q104$1.7K4,3750.0%
Discover Financial Services(DFSEUR)CS254709108$1.8K20,2340.0%
Sysco Corp(SYY)CS871829107$1.8K26,9180.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$1.8K25,8080.0%
Abbott Laboratories(ABT)CS002824100$1.8K18,5440.0%
Paychex Inc(PAYX)CS704326107$1.9K16,3140.0%
TE Connectivity LTD(TEL)CSH84989104$2.0K15,8580.0%
Welltower Inc(WELL)CS95040Q104$2.0K24,2340.0%
Verisign Inc(VRSN)CS92343E102$2.1K10,1680.0%
Automatic Data Processing Inc(ADP)CS053015103$2.2K9,0920.0%
Spdr Bloomberg High Yield Bond(JNK)ETF78468R622$2.2K24,2380.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$2.2K10,7710.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.3K5,3110.0%
Meta Platforms Inc(META)CS30303M102$2.3K7,6210.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.3K33,5000.0%
Nvidia Corp(NVDA)CS67066G104$2.4K5,4610.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$2.5K16,9560.0%
Vanguard Ftse Developed Market(VEA)ETF921943858$2.6K58,5740.0%
Broadridge Financial Solutions(BR)CS11133T103$2.6K14,4630.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$2.7K129,3130.0%
Etfmg Prime Cyber Security ETF(HACKUSD)CS26924G201$2.8K53,8130.0%
Goldman Sachs Group Inc(GS)CS38141G104$2.8K8,6160.0%
ELI Lilly & Co(LLY)CS532457108$2.9K5,4740.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$3.1K141,5110.0%
Global X Video Games & Esports(HERO)CS37954Y392$3.1K168,0020.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$3.2K181,4980.0%
Utilities Select Sector Spdr F(XLU)ETF81369Y886$3.2K55,1330.0%
CME Group Inc(CME)CS12572Q105$3.3K16,3480.0%
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