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Appleton Partners Inc

Q2 2025 Holdings

Filed 2025-07-22 | 251 holdings | $269.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Clifton Mining Co(CFTN)CS186904108$125,0000.0%
Ishares Msci USA MIN VOL Facto(USMV)ETF46429B697$2002,1340.0%
Spdr S&P 400 Mid Cap Value ETF(MDYV)ETF78464A839$2022,5380.0%
Invesco Rafi US 1000 ETF(PRF)ETF46137V613$2054,8610.0%
Northern Trust Corp(NTRS)CS665859104$2051,6150.0%
Pfizer Inc(PFE)CS717081103$2058,4680.0%
NXP Semiconductors NV(NXPI)CSN6596X109$2069430.0%
Invesco S&P 500 LOW Volatility(SPLV)ETF46138E354$2082,8630.0%
Materials Select Sector Spdr F(XLB)CS81369Y100$2092,3770.0%
Spartannash Co(SPTN)CS847215100$2128,0000.0%
Shell PLC(SHEL)CS780259305$2133,0240.0%
Marsh & Mclennan COS Inc(MRSH)CS571748102$2139750.0%
T-Mobile US Inc(TMUS)CS872590104$2209220.0%
Ishares Core U.S. Aggregate BO(AGG)ETF464287226$2282,3030.0%
Tesla Inc(TSLA)CS88160R101$2327310.0%
YUM China Holdings Inc(YUMC)CS98850P109$2365,2800.0%
Nucor Corp(NUE)CS670346105$2381,8350.0%
Schwab Fundamental Emerging MA(FNDE)ETF808524730$2397,2520.0%
Fortive Corp(FTV)CS34959J108$2394,5840.0%
First Trust Preferred Securiti(FPE)ETF33739E108$24213,6070.0%
Proshares Trust S&P 500 Ex-Ene(SPXE)ETF74347B581$2423,6210.0%
First Trust US Equity Opportun(FPX)ETF336920103$2491,7160.0%
First Trust Nasdaq Clean Edge(QCLN)ETF33733E500$2738,3650.0%
Invesco S&P 500 Equal Weight E(RSP)ETF46137V357$2801,5400.0%
Ford Motor Co(F)CS345370860$29427,1350.0%
Ishares U.S. Energy ETF(IYE)ETF464287796$2966,5390.0%
Fidelity Wise Origin Bitcoin F(FBTC)ETF315948109$3033,2270.0%
Vanguard Small-Cap Value ETF(VBR)ETF922908611$3051,5640.0%
Vanguard High Dividend Yield E(VYM)ETF921946406$3112,3300.0%
Ishares Msci Emerging Markets(EEMV)ETF464286533$3134,9870.0%
Southern Co(SO)CS842587107$3143,4230.0%
Ishares Russell Mid-Cap Value(IWS)ETF464287473$3232,4470.0%
General Mills Inc(GIS)CS370334104$3246,2460.0%
JPMorgan Nasdaq Equity Premium(JEPQ)ETF46654Q203$3296,0400.0%
Vanguard Health Care ETF(VHT)ETF92204A504$3351,3500.0%
Vanguard Value ETF(VTV)ETF922908744$3391,9200.0%
RLI Corp(RLI)CS749607107$3414,7150.0%
Schwab Fundamental U.S. Small(FNDA)ETF808524763$34311,9680.0%
Church & Dwight Co Inc(CHD)CS171340102$3533,6720.0%
Spdr Gold Minishares Trust(GLDM)ETF98149E303$3555,4200.0%
Schwab Emerging Markets Equity(SCHE)ETF808524706$36111,9660.0%
Schwab US Broad Market ETF(SCHB)ETF808524102$37115,5490.0%
O'reilly Automotive Inc(ORLY)CS67103H107$3734,1340.0%
Ishares Core S&P Total U.S. ST(ITOT)ETF464287150$3742,7710.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$38713,7840.0%
Colgate-Palmolive Co(CL)CS194162103$3894,2810.0%
Chevron Corp(CVX)CS166764100$3962,7690.0%
EOG Resources Inc(EOG)CS26875P101$3973,3200.0%
WEC Energy Group Inc(WEC)CS92939U106$3973,8060.0%
Ishares ESG Aware Msci Eafe ET(ESGD)ETF46435G516$3984,4560.0%
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