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Appleton Partners Inc

Q2 2024 Holdings

Filed 2024-07-02 | 259 holdings | $239.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$6485,8760.0%
Westinghouse AIR Brake Technol(WAB)CS929740108$6494,1080.0%
Intel Corp(INTC)CS458140100$65821,2620.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$6593,6070.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$6628,5190.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$6629,5480.0%
Salesforce Inc(CRM)CS79466L302$6742,6210.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$6755,3050.0%
General Mills Inc(GIS)CS370334104$68410,8110.0%
Spdr Gold Shares(GLD)ETF78463V107$6973,2410.0%
Chevron Corp(CVX)CS166764100$7374,7090.0%
Ishares Select Dividend ETF(DVY)ETF464287168$7486,1840.0%
International Business Machine(IBM)CS459200101$7564,3690.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$79318,6200.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$8461,8040.0%
Lowe's COS Inc(LOW)CS548661107$8513,8600.0%
Union Pacific Corp(UNP)CS907818108$8703,8460.0%
Yum! Brands Inc(YUM)CS988498101$8796,6340.0%
Oracle Corp(ORCL)CS68389X105$8946,3290.0%
Amphenol Corp(APH)CS032095101$91013,5010.0%
Financial Select Sector Spdr F(XLF)CS81369Y605$91322,2060.0%
Rollins Inc(ROL)CS775711104$95719,6050.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$1.0K17,4330.0%
Communication Services Select(XLC)CS81369Y852$1.0K12,0770.0%
Texas Instruments Inc(TXN)CS882508104$1.1K5,4100.0%
Vanguard Large-Cap ETF(VV)ETF922908637$1.1K4,3170.0%
Coca-Cola Co(KO)CS191216100$1.1K17,2120.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$1.1K4,1530.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$1.1K3,1410.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$1.2K4,4210.0%
Servicenow Inc(NOW)CS81762P102$1.2K1,5140.0%
Mondelez International Inc(MDLZ)CS609207105$1.2K18,2130.0%
DOW Inc(DOW)CS260557103$1.2K23,0420.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$1.2K2,5940.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$1.3K22,3770.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.3K29,9020.0%
Verisign Inc(VRSN)CS92343E102$1.3K7,3840.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.3K22,4990.0%
Ishares Core Total USD Bond MA(IUSB)ETF46434V613$1.4K29,9370.0%
Vanguard Information Technolog(VGT)ETF92204A702$1.4K2,4150.0%
Invitation Homes Inc(INVH)CS46187W107$1.4K39,8680.0%
Cintas Corp(CTAS)CS172908105$1.4K2,0460.0%
Abbott Laboratories(ABT)CS002824100$1.5K14,6920.0%
Schwab U.S. Large-Cap Growth E(SCHG)ETF808524300$1.7K16,9160.0%
Automatic Data Processing Inc(ADP)CS053015103$1.8K7,3550.0%
Nintendo Co LTD(NTDOY)CS654445303$1.8K132,4450.0%
Sysco Corp(SYY)CS871829107$1.8K25,7880.0%
CRH PLC(CRH)CSG25508105$1.8K24,6370.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$1.9K13,3930.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$2.0K24,0770.0%
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