IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Appleton Partners Inc

Q3 2024 Holdings

Filed 2024-10-01 | 255 holdings | $273.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Salesforce Inc(CRM)CS79466L302$6912,5240.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$7158,4580.0%
Westinghouse AIR Brake Technol(WAB)CS929740108$7153,9330.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$7306,2260.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$7545,3050.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$75716,5100.0%
Oracle Corp(ORCL)CS68389X105$7654,4890.0%
General Mills Inc(GIS)CS370334104$79810,8110.0%
Ishares Select Dividend ETF(DVY)ETF464287168$8356,1840.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$8391,8040.0%
Yum! Brands Inc(YUM)CS988498101$8466,0550.0%
International Business Machine(IBM)CS459200101$8663,9170.0%
Amphenol Corp(APH)CS032095101$87513,4250.0%
Union Pacific Corp(UNP)CS907818108$9263,7550.0%
Lowe's COS Inc(LOW)CS548661107$9793,6150.0%
Communication Services Select(XLC)CS81369Y852$98110,8510.0%
Financial Select Sector Spdr F(XLF)CS81369Y605$1.0K22,5220.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$1.1K17,0220.0%
Mondelez International Inc(MDLZ)CS609207105$1.1K14,4680.0%
Rollins Inc(ROL)CS775711104$1.1K21,5450.0%
Texas Instruments Inc(TXN)CS882508104$1.1K5,3120.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$1.1K4,0120.0%
Vanguard Large-Cap ETF(VV)ETF922908637$1.1K4,3170.0%
Accenture PLC(ACN)CSG1151C101$1.1K3,2520.0%
Verisign Inc(VRSN)CS92343E102$1.2K6,0900.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$1.2K3,1440.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.2K25,2600.0%
Servicenow Inc(NOW)CS81762P102$1.2K1,3540.0%
Coca-Cola Co(KO)CS191216100$1.2K16,9240.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$1.2K2,5590.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$1.3K4,4210.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$1.4K21,5570.0%
DOW Inc(DOW)CS260557103$1.4K24,9970.0%
Ishares Core Total USD Bond MA(IUSB)ETF46434V613$1.4K29,5670.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.4K22,1240.0%
Vanguard Information Technolog(VGT)ETF92204A702$1.4K2,4150.0%
Invitation Homes Inc(INVH)CS46187W107$1.4K40,6480.0%
Abbott Laboratories(ABT)CS002824100$1.6K13,8860.0%
Cintas Corp(CTAS)CS172908105$1.6K7,8760.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$1.7K12,6620.0%
Schwab U.S. Large-Cap Growth E(SCHG)ETF808524300$1.8K16,8910.0%
Nintendo Co LTD(NTDOY)CS654445303$1.8K133,2250.0%
Automatic Data Processing Inc(ADP)CS053015103$1.9K6,7600.0%
Sysco Corp(SYY)CS871829107$1.9K24,6610.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$2.0K23,2520.0%
Technology Select Sector Spdr(XLK)CS81369Y803$2.3K10,3900.0%
TE Connectivity LTD(TEL)CSH84989104$2.4K15,7810.0%
Discover Financial Services(DFSEUR)CS254709108$2.4K17,1140.0%
Vanguard Ftse Developed Market(VEA)ETF921943858$2.5K48,1610.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.6K31,0140.0%
PreviousPage 3 of 6Next