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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
Trane Technologies PLC(TT)CSG8994E103$7911,8090.0%
Vertex Pharmaceuticals Inc(VRTX)CS92532F100$8051,8080.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$8115,9750.0%
Spdr S&P Midcap 400 ETF Trust(MDY)ETF78467Y107$8161,4400.0%
Ishares Select Dividend ETF(DVY)ETF464287168$8216,1840.0%
Spdr Msci Emerging Markets STR(QEMM)ETF78463X426$84713,4370.0%
Ishares Russell Mid-Cap Growth(IWP)ETF464287481$8636,2260.0%
Ishares Msci Emerging Markets(EEM)ETF464287234$86617,9460.0%
Wells Fargo & Co(WFC)CS949746101$88311,0180.0%
International Business Machine(IBM)CS459200101$9663,2770.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$1.0K16,1600.0%
Oracle Corp(ORCL)CS68389X105$1.0K4,6560.0%
Spdr Gold Shares(GLD)ETF78463V107$1.0K3,3840.0%
General Electric Co(GE)CS369604301$1.1K4,1950.0%
Coca-Cola Co(KO)CS191216100$1.1K15,4340.0%
Ishares Core Total USD Bond MA(IUSB)ETF46434V613$1.1K24,3200.0%
Nike Inc(NKE)CS654106103$1.2K16,1950.0%
Spdr S&P Oil & Gas Exploration(XOP)CS78468R556$1.2K9,5530.0%
Comcast Corp(CMCSA)CS20030N101$1.2K33,8320.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$1.2K4,0310.0%
Ishares Russell 2000 Growth ET(IWO)ETF464287648$1.3K4,4160.0%
Financial Select Sector Spdr F(XLF)CS81369Y605$1.3K24,1720.0%
Invesco QQQ Trust Series 1(QQQ)ETF46090E103$1.3K2,3200.0%
Verisign Inc(VRSN)CS92343E102$1.3K4,4600.0%
Communication Services Select(XLC)CS81369Y852$1.3K12,0660.0%
Vanguard Large-Cap ETF(VV)ETF922908637$1.3K4,6150.0%
Ishares Russell 1000 Growth ET(IWF)ETF464287614$1.3K3,1130.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$1.4K27,5160.0%
Vanguard Information Technolog(VGT)ETF92204A702$1.4K2,0950.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$1.4K20,8500.0%
Amgen Inc(AMGN)CS031162100$1.7K6,1710.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.7K6,2010.0%
Dupont de Nemours Inc(DD)CS26614N102$1.8K26,1920.0%
Abbott Laboratories(ABT)CS002824100$1.9K14,0870.0%
Bank of America Corp(BAC)CS060505104$2.0K41,2290.0%
Ishares Russell Mid-Cap ETF(IWR)ETF464287499$2.1K22,7820.0%
Equinix Inc(EQIX)CS29444U700$2.1K2,6690.0%
Schwab U.S. Large-Cap Growth E(SCHG)ETF808524300$2.2K73,8310.0%
Sysco Corp(SYY)CS871829107$2.2K29,4760.0%
Vanguard Ftse Developed Market(VEA)ETF921943858$2.2K39,1640.0%
Automatic Data Processing Inc(ADP)CS053015103$2.5K7,9490.0%
TE Connectivity PLC(TEL)CSG87052109$2.7K16,2150.0%
AIR Products and Chemicals Inc(APD)CS009158106$2.7K9,7150.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$2.8K31,5460.0%
Medtronic PLC(MDT)CSG5960L103$2.9K32,8020.0%
Watsco Inc(WSO)CS942622200$3.0K6,7170.0%
Spdr Portfolio High Yield Bond(SPHY)ETF78468R606$3.0K126,8450.0%
Nintendo Co LTD(NTDOY)CS654445303$3.0K126,4420.0%
Invesco Senior Loan ETF(BKLN)ETF46138G508$3.1K145,8660.0%
Rollins Inc(ROL)CS775711104$3.1K54,1680.0%
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