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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
Verizon Communications Inc(VZ)CS92343V104$4019,2680.0%
Intel Corp(INTC)CS458140100$40217,9440.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$4092,5900.0%
Starbucks Corp(SBUX)CS855244109$4164,5440.0%
Ishares Msci Global MIN VOL FA(ACWV)ETF464286525$4243,5750.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$4282,1900.0%
Goldman Sachs Just US Large CA(JUST)ETF381430396$4354,9530.0%
Valero Energy Corp(VLO)CS91913Y100$4363,2440.0%
Illinois Tool Works Inc(ITW)CS452308109$4371,7680.0%
Travelers COS Inc(TRV)CS89417E109$4501,6820.0%
Ishares Core S&P Small-Cap ETF(IJR)ETF464287804$4564,1690.0%
Honeywell International Inc(HON)CS438516106$4702,0180.0%
Global X Video Games & Esports(HERO)CS37954Y392$47114,4020.0%
Deere & Co(DE)CS244199105$4719260.0%
Vanguard ESG US Stock ETF(ESGV)ETF921910733$4974,5300.0%
Archer-Daniels-Midland Co(ADM)CS039483102$5019,4970.0%
Silvercrest Asset Management G(SAMG)CS828359109$50231,6500.0%
Vanguard Small-Cap ETF(VB)ETF922908751$5102,1510.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$5126,1330.0%
AT&T Inc(T)CS00206R102$51217,6940.0%
Aflac Inc(AFL)CS001055102$5134,8630.0%
Cigna Group(CI)CS125523100$5161,5600.0%
Consumer Staples Select Sector(XLP)CS81369Y308$5456,7250.0%
Ishares Msci Eafe MIN VOL Fact(EFAV)ETF46429B689$5586,6350.0%
Spdr DOW Jones Industrial Aver(DIA)ETF78467X109$5681,2890.0%
Yum! Brands Inc(YUM)CS988498101$5773,8950.0%
Vanguard Growth ETF(VUG)ETF922908736$5801,3240.0%
Broadstone NET Lease Inc(BNL)CS11135E203$58736,5770.0%
Vanguard Ftse All World Ex-US(VSS)ETF922042718$5874,3700.0%
Schwab Fundamental Internation(FNDF)ETF808524755$59414,8360.0%
CSX Corp(CSX)CS126408103$59518,2260.0%
Waste Management Inc(WM)CS94106L109$6022,6320.0%
RTX Corp(RTX)CS75513E101$6094,1720.0%
Merck & Co Inc(MRK)CS58933Y105$6237,8690.0%
Salesforce Inc(CRM)CS79466L302$6422,3550.0%
Accenture PLC(ACN)CSG1151C101$6432,1510.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$64424,3190.0%
Caterpillar Inc(CAT)CS149123101$6551,6870.0%
Ishares Gold Trust(IAU)ETF464285204$66510,6700.0%
Vanguard Dividend Appreciation(VIG)ETF921908844$6763,3030.0%
Union Pacific Corp(UNP)CS907818108$6812,9610.0%
3M Co(MMM)CS88579Y101$7094,6560.0%
Lowe's COS Inc(LOW)CS548661107$7133,2140.0%
Berkshire Hathaway Inc(BRK/A)CS084670108$72910.0%
Mondelez International Inc(MDLZ)CS609207105$73010,8270.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$7421,3070.0%
Chubb LTD(CB)CSH1467J104$7632,6340.0%
Schwab Fundamental U.S. Large(FNDX)ETF808524771$77231,4500.0%
Texas Instruments Inc(TXN)CS882508104$7763,7370.0%
Westinghouse AIR Brake Technol(WAB)CS929740108$7903,7720.0%
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