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Appleton Partners Inc

Q1 2025 Holdings

Filed 2025-04-22 | 243 holdings | $245.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Clifton Mining Co(CFTN)CS186904108$125,0000.0%
Invesco Financial Preferred ET(PGF)ETF46137V621$17512,2260.0%
Materials Select Sector Spdr F(XLB)CS81369Y100$2012,3390.0%
NXP Semiconductors NV(NXPI)CSN6596X109$2021,0620.0%
Fidelity Wise Origin Bitcoin F(FBTC)ETF315948109$2032,8250.0%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$2042,6480.0%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$2062,0850.0%
Shell PLC(SHEL)CS780259305$2072,8250.0%
Schwab U.S. Large-Cap Value ET(SCHV)ETF808524409$2117,9200.0%
Nike Inc(NKE)CS654106103$2153,3930.0%
Invesco S&P 500 LOW Volatility(SPLV)ETF46138E354$2192,9330.0%
Proshares Trust S&P 500 Ex-Ene(SPXE)ETF74347B581$2203,6630.0%
Nucor Corp(NUE)CS670346105$2211,8350.0%
Comcast Corp(CMCSA)CS20030N101$2236,0520.0%
Becton Dickinson & Co(BDX)CS075887109$2291,0000.0%
Marsh & Mclennan COS Inc(MRSH)CS571748102$2389750.0%
First Trust Nasdaq Clean Edge(QCLN)ETF33733E500$2428,4650.0%
JPMorgan Nasdaq Equity Premium(JEPQ)ETF46654Q203$2444,7150.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$2609,9410.0%
T-Mobile US Inc(TMUS)CS872590104$2671,0010.0%
Invesco S&P 500 Equal Weight E(RSP)ETF46137V357$2721,5700.0%
Ford Motor Co(F)CS345370860$27227,1350.0%
YUM China Holdings Inc(YUMC)CS98850P109$2755,2800.0%
Schwab Emerging Markets Equity(SCHE)ETF808524706$28210,2410.0%
Pfizer Inc(PFE)CS717081103$28911,4160.0%
Vanguard High Dividend Yield E(VYM)ETF921946406$3012,3300.0%
Vanguard Small-Cap Value ETF(VBR)ETF922908611$3031,6270.0%
Ishares Russell Mid-Cap Value(IWS)ETF464287473$3082,4470.0%
Consumer Staples Select Sector(XLP)CS81369Y308$3193,9080.0%
Vanguard Value ETF(VTV)ETF922908744$3211,8600.0%
Ishares U.S. Energy ETF(IYE)ETF464287796$3226,5390.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$33715,6390.0%
Fortive Corp(FTV)CS34959J108$3384,6150.0%
Spdr Gold Minishares Trust(GLDM)ETF98149E303$3485,6280.0%
Ishares Core S&P Total U.S. ST(ITOT)ETF464287150$3532,8910.0%
Vanguard Health Care ETF(VHT)ETF92204A504$3571,3500.0%
Schwab Fundamental U.S. Small(FNDA)ETF808524763$35913,1030.0%
Illinois Tool Works Inc(ITW)CS452308109$3611,4550.0%
Global X Video Games & Esports(HERO)CS37954Y392$36714,7050.0%
Ishares ESG Aware Msci Eafe ET(ESGD)ETF46435G516$3684,5060.0%
Southern Co(SO)CS842587107$3864,1960.0%
O'reilly Automotive Inc(ORLY)CS67103H107$3952760.0%
Goldman Sachs Just US Large CA(JUST)ETF381430396$3974,9880.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$4105,4180.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$4172,1900.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$4172,7650.0%
Verizon Communications Inc(VZ)CS92343V104$4179,1940.0%
Ishares Msci Global MIN VOL FA(ACWV)ETF464286525$4193,6000.0%
EOG Resources Inc(EOG)CS26875P101$4213,2860.0%
Honeywell International Inc(HON)CS438516106$4272,0180.0%
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