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Appleton Partners Inc

Q3 2024 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Mid-Cap ETF(VO)ETF922908629$2.8K10,5390.0%
Spdr Portfolio High Yield Bond(SPHY)ETF78468R606$2.8K116,5980.0%
Broadridge Financial Solutions(BR)CS11133T103$2.8K13,2010.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$2.9K136,2940.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.9K5,1100.0%
Goldman Sachs Group Inc(GS)CS38141G104$3.1K6,1660.0%
Medtronic PLC(MDT)CSG5960L103$3.1K34,2020.0%
Welltower Inc(WELL)CS95040Q104$3.3K26,0040.0%
Watsco Inc(WSO)CS942622200$3.3K6,7690.0%
Graniteshares Bloomberg Commod(COMB)ETF38747R108$3.3K162,8280.0%
CRH PLC(CRH)CSG25508105$3.5K38,0720.0%
CME Group Inc(CME)CS12572Q105$3.7K16,5530.0%
Exxon Mobil Corp(XOM)CS30231G102$4.0K33,9940.0%
Global X US Preferred ETF(PFFD)ETF37954Y657$4.3K207,9670.0%
ELI Lilly & Co(LLY)CS532457108$4.3K4,8880.0%
Utilities Select Sector Spdr F(XLU)CS81369Y886$4.4K54,5120.0%
First Trust North American ENE(EMLP)ETF33738D101$4.6K135,4090.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$4.6K199,5540.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$4.8K21,5240.0%
Walmart Inc(WMT)CS931142103$5.2K64,0100.0%
Hershey Co(HSY)CS427866108$5.5K28,8150.0%
American Tower Corp(AMT)CS03027X100$5.7K24,7200.0%
Ishares Core International AGG(IAGG)ETF46435G672$5.8K112,7230.0%
Mcdonald's Corp(MCD)CS580135101$5.9K19,2410.0%
Global X Video Games & Esports(HERO)CS37954Y392$6.0K245,8110.0%
Lvmh Moet Hennessy Louis Vuitt(LVMUY)CS502441306$6.2K40,3270.0%
Amgen Inc(AMGN)CS031162100$6.3K19,5720.0%
Spdr Bloomberg Investment Grad(FLRN)ETF78468R200$6.4K207,8540.0%
Berkshire Hathaway Inc(BRK/B)CS084670702$6.6K14,2620.0%
Monster Beverage Corp(MNST)CS61174X109$6.6K127,1970.0%
JPMorgan Ultra-Short Municipal(JMST)ETF46641Q654$6.7K130,8230.0%
Spdr Portfolio Aggregate Bond(SPAB)ETF78464A649$6.7K258,1780.0%
TJX COS Inc(TJX)CS872540109$6.8K57,6110.0%
Iqvia Holdings Inc(IQV)CS46266C105$7.6K32,1910.0%
Canadian Pacific Kansas City L(CP)CS13646K108$7.7K89,6660.0%
First Trust Nasdaq Cybersecuri(CIBR)CS33734X846$8.2K138,8770.0%
Spdr Portfolio Intermediate TE(SPIB)ETF78464A375$8.3K245,4970.0%
Vulcan Materials Co(VMC)CS929160109$8.3K33,1290.0%
Palo Alto Networks Inc(PANW)CS697435105$8.4K24,4580.0%
Waste Connections Inc(WCN)CS94106B101$8.5K47,4010.0%
JPMorgan Diversified Return US(JPSE)ETF46641Q845$8.5K177,7010.0%
Johnson & Johnson(JNJ)CS478160104$9.0K55,2470.0%
Lockheed Martin Corp(LMT)CS539830109$9.2K15,7180.0%
Pepsico Inc(PEP)CS713448108$9.2K54,2970.0%
JPMorgan Diversified Return US(JPME)ETF46641Q886$9.2K88,0560.0%
Republic Services Inc(RSG)CS760759100$9.5K47,3120.0%
Nvidia Corp(NVDA)CS67066G104$10.0K82,4290.0%
Stryker Corp(SYK)CS863667101$10.1K27,8220.0%
Walt Disney Co(DIS)CS254687106$10.5K109,0560.0%
Booking Holdings Inc(BKNG)CS09857L108$10.6K2,5210.0%
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