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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
Ishares Select Dividend ETF(DVY)ETF464287168$8306,1840.0%
Texas Instruments Inc(TXN)CS882508104$8454,7050.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$84614,6620.0%
General Electric Co(GE)CS369604301$8554,2690.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$8688,2280.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$8691,7930.0%
International Business Machine(IBM)CS459200101$8723,5050.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$92120,3390.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$97016,6270.0%
Servicenow Inc(NOW)CS81762P102$9861,2380.0%
Spdr DOW Jones Industrial Aver(DIA)ETF78467X109$1.0K2,4320.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$1.0K1,9410.0%
Coca-Cola Co(KO)CS191216100$1.1K15,3590.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$1.1K4,0090.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$1.1K4,4210.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$1.1K3,1380.0%
Verisign Inc(VRSN)CS92343E102$1.1K4,5100.0%
Communication Services Select(XLC)CS81369Y852$1.2K11,9820.0%
Ishares Core Total USD Bond MA(IUSB)ETF46434V613$1.2K25,4320.0%
Financial Select Sector Spdr F(XLF)CS81369Y605$1.2K24,2380.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$1.3K2,6660.0%
Vanguard Large-Cap ETF(VV)ETF922908637$1.3K4,9120.0%
Vanguard Information Technolog(VGT)ETF92204A702$1.3K2,3950.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.3K21,7440.0%
Quest Diagnostics Inc(DGX)CS74834L100$1.4K8,0540.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$1.4K10,4120.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.6K6,2340.0%
Bank of America Corp(BAC)CS060505104$1.9K44,3840.0%
Schwab U.S. Large-Cap Growth E(SCHG)ETF808524300$1.9K74,8960.0%
Abbott Laboratories(ABT)CS002824100$1.9K14,4340.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$2.0K23,0420.0%
Vanguard Ftse Developed Market(VEA)ETF921943858$2.0K39,6050.0%
Amgen Inc(AMGN)CS031162100$2.0K6,5690.0%
Dupont de Nemours Inc(DD)CS26614N102$2.2K28,9610.0%
Nintendo Co LTD(NTDOY)CS654445303$2.2K130,7440.0%
Equinix Inc(EQIX)CS29444U700$2.3K2,7610.0%
TE Connectivity PLC(TEL)CSG87052109$2.3K16,0910.0%
Sysco Corp(SYY)CS871829107$2.3K31,0080.0%
Automatic Data Processing Inc(ADP)CS053015103$2.5K8,1390.0%
Technology Select Sector Spdr(XLK)CS81369Y803$2.5K12,2010.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.6K31,9510.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2.8K4,9620.0%
Rollins Inc(ROL)CS775711104$2.9K53,0480.0%
Discover Financial Services(DFSEUR)CS254709108$2.9K17,0640.0%
Spdr Portfolio High Yield Bond(SPHY)ETF78468R606$2.9K124,9880.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$3.0K145,7410.0%
Goldman Sachs Group Inc(GS)CS38141G104$3.0K5,5430.0%
Medtronic PLC(MDT)CSG5960L103$3.1K34,8940.0%
Broadridge Financial Solutions(BR)CS11133T103$3.2K13,3380.0%
Cintas Corp(CTAS)CS172908105$3.3K16,0020.0%
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