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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

APPLETON PARTNERS INC/MA

Quarter ended Q2 2024 · Filed July 2, 2024 · Accession 0000950123-24-006356

Total Value
$1.3M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL391,069$82,3676.34%
2MICROSOFT CORPMSFT120,550$53,8804.15%
3GOLDMAN SACHS ACTIVEBETA U.S.NVGLF453,032$48,4523.73%
4SCHWAB US LARGE-CAP ETF808524201651,654$41,8693.22%
5AMAZON.COM INCAMZN196,004$37,8782.92%
6JPMORGAN CHASE & COVYLD153,193$30,9852.39%
7JPMORGAN ULTRA-SHORT INCOME ET46641Q837601,940$30,3802.34%
8ALPHABET INCGOOG162,685$29,8402.30%
9BROADCOM INCAVGO17,922$28,7752.22%
10VISA INCV96,854$25,4211.96%
11HOME DEPOT INC/THEHD67,164$23,1211.78%
12ENERGY SELECT SECTOR SPDR FUND81369Y506238,362$21,7271.67%
13THERMO FISHER SCIENTIFIC INCTMO37,165$20,5521.58%
14MICRON TECHNOLOGY INCMU150,314$19,7711.52%
15UNITEDHEALTH GROUP INCUNH38,672$19,6941.52%
16INTUIT INCINTU26,614$17,4911.35%
17SCHWAB INTERNATIONAL EQUITY ET808524805428,412$16,4601.27%
18ZOETIS INCZTS88,948$15,4201.19%
19MORGAN STANLEYMS-PQ157,336$15,2911.18%
20GOLDMAN SACHS ACTIVEBETA INTERNVGLF440,787$14,8321.14%
21INTERCONTINENTAL EXCHANGE INC45866F104108,074$14,7941.14%
22ISHARES CORE MSCI EMERGING MAR46434G103255,355$13,6691.05%
23SPDR S&P 500 ETF TRUSTSPY25,082$13,6501.05%
24NETFLIX INCNFLX20,221$13,6471.05%
25JPMORGAN EQUITY PREMIUM INCOME46641Q332234,807$13,3091.03%
26CHIPOTLE MEXICAN GRILL INCCMG210,225$13,1711.01%
27ARTHUR J GALLAGHER & CO36357610950,072$12,9841.00%
28MERCK & CO INCMRK104,864$12,9821.00%
29DANAHER CORP23585110250,757$12,6820.98%
30ROPER TECHNOLOGIES INCROP21,977$12,3880.95%
31BLACKSTONE INCBX99,740$12,3480.95%
32COSTCO WHOLESALE CORP22160K10514,486$12,3130.95%
33BANK OF AMERICA CORP060505104301,091$11,9740.92%
34VERISK ANALYTICS INCVRSK43,830$11,8140.91%
35META PLATFORMS INCMETA23,196$11,6960.90%
36EQUINIX INCEQIX15,335$11,6020.89%
37PROCTER & GAMBLE CO/THE74271810970,339$11,6000.89%
38WALT DISNEY CO/THE254687106112,138$11,1340.86%
39ALPHABET INCGOOG58,381$10,6340.82%
40SHERWIN-WILLIAMS CO/THESHW34,044$10,1600.78%
41ISHARES BIOTECHNOLOGY ETF46428755673,667$10,1120.78%
42SCHWAB US SMALL-CAP ETF808524607212,228$10,0700.78%
43NVIDIA CORPNVDA81,012$10,0080.77%
44REPUBLIC SERVICES INC76075910051,270$9,9640.77%
45BOOKING HOLDINGS INCBKNG2,464$9,7610.75%
46NORTHROP GRUMMAN CORPNOC22,033$9,6050.74%
47STRYKER CORPSYK27,640$9,4050.72%
48PEPSICO INCPEP55,998$9,2360.71%
49CONSTELLATION BRANDS INCSTZ34,566$8,8930.68%
50PALO ALTO NETWORKS INCPANW26,086$8,8430.68%
51JPMORGAN DIVERSIFIED RETURN US46641Q88688,145$8,3910.65%
52JOHNSON & JOHNSONJNJ56,359$8,2370.63%
53JPMORGAN ULTRA-SHORT MUNICIPAL46641Q654161,743$8,2080.63%
54VULCAN MATERIALS CO92916010932,538$8,0920.62%
55WASTE CONNECTIONS INCWCN43,997$7,7150.59%
56JPMORGAN DIVERSIFIED RETURN US46641Q845176,859$7,7110.59%
57SPDR PORTFOLIO INTERMEDIATE TE78464A375233,547$7,6040.59%
58LOCKHEED MARTIN CORPLMT16,210$7,5720.58%
59FIRST TRUST NASDAQ CYBERSECURI33734X846133,797$7,5490.58%
60CONSTELLATION SOFTWARE INC/CAN21037X1002,561$7,3450.57%
61CANADIAN PACIFIC KANSAS CITY LCP91,168$7,1780.55%
62ABBVIE INCABBV41,793$7,1680.55%
63TJX COS INC/THE87254010962,664$6,8990.53%
64IQVIA HOLDINGS INCIQV31,603$6,6820.51%
65MONSTER BEVERAGE CORPMNST127,092$6,3480.49%
66AMGEN INCAMGN20,096$6,2790.48%
67SPDR PORTFOLIO AGGREGATE BOND78464A649248,351$6,2310.48%
68AUTODESK INCADSK24,679$6,1070.47%
69SPDR BLOOMBERG INVESTMENT GRAD78468R200197,417$6,0900.47%
70LVMH MOET HENNESSY LOUIS VUITT50244130638,689$5,9330.46%
71BERKSHIRE HATHAWAY INCBRK-A14,321$5,8260.45%
72ISHARES CORE INTERNATIONAL AGG46435G672112,077$5,5950.43%
73GLOBAL X VIDEO GAMES & ESPORTS37954Y392250,192$5,3570.41%
74HERSHEY CO/THEHSY28,462$5,2320.40%
75AMERICAN TOWER CORP03027X10025,522$4,9610.38%
76WALMART INCWMT67,574$4,5750.35%
77ISHARES RUSSELL 2000 ETF46428765522,538$4,5730.35%
78EXXON MOBIL CORPXOM39,476$4,5440.35%
79MCDONALD'S CORPMCD17,638$4,4950.35%
80ELI LILLY & COLLY4,946$4,4780.34%
81FIRST TRUST NORTH AMERICAN ENE33738D101137,600$4,1910.32%
82GLOBAL X US PREFERRED ETF37954Y657205,069$4,0360.31%
83WATSCO INCWSO-B8,700$4,0300.31%
84SCHWAB U.S. REIT ETF808524847201,144$4,0170.31%
85ACCENTURE PLCACN12,997$3,9430.30%
86UTILITIES SELECT SECTOR SPDR F81369Y88653,892$3,6720.28%
87GRANITESHARES BLOOMBERG COMMOD38747R108160,088$3,2590.25%
88AMPLIFY CYBERSECURITY ETF03210866449,999$3,2360.25%
89CME GROUP INCCME16,214$3,1880.25%
90ISHARES CORE S&P 500 ETF4642872005,291$2,8960.22%
91MEDTRONIC PLCMDT35,867$2,8230.22%
92INVESCO SENIOR LOAN ETFIVZ134,075$2,8210.22%
93GOLDMAN SACHS GROUP INC/THEGSCE6,198$2,8030.22%
94WELLTOWER INCWELL26,204$2,7320.21%
95BROADRIDGE FINANCIAL SOLUTIONS11133T10313,665$2,6920.21%
96SPDR PORTFOLIO HIGH YIELD BOND78468R606114,201$2,6530.20%
97VANGUARD MID-CAP ETF92290862910,921$2,6440.20%
98VANGUARD FTSE DEVELOPED MARKET92194385853,101$2,6240.20%
99DISCOVER FINANCIAL SERVICES25470910819,909$2,6040.20%
100ISHARES MSCI EAFE ETF46428746533,109$2,5930.20%
101TE CONNECTIVITY LTDTEL15,945$2,3990.18%
102TECHNOLOGY SELECT SECTOR SPDR81369Y80310,422$2,3580.18%
103ADOBE INCADBE4,123$2,2900.18%
104ISHARES RUSSELL MID-CAP ETF46428749924,077$1,9520.15%
105SPDR S&P OIL & GAS EXPLORATION78468R55613,393$1,9480.15%
106CRH PLCCRH24,637$1,8470.14%
107SYSCO CORPSYY25,788$1,8410.14%
108NINTENDO CO LTDNODK132,445$1,7620.14%
109AUTOMATIC DATA PROCESSING INCADP7,355$1,7560.14%
110SCHWAB U.S. LARGE-CAP GROWTH E80852430016,916$1,7060.13%
111CORNING INCGLW42,231$1,6410.13%
112ABBOTT LABORATORIESABLZF14,692$1,5270.12%
113CINTAS CORPCTAS2,046$1,4330.11%
114INVITATION HOMES INCINVH39,868$1,4310.11%
115VANGUARD INFORMATION TECHNOLOG92204A7022,415$1,3920.11%
116ISHARES CORE TOTAL USD BOND MA46434V61329,937$1,3540.10%
117VANGUARD FTSE ALL-WORLD EX-US92204277522,499$1,3190.10%
118VERISIGN INCVRSN7,384$1,3130.10%
119VANGUARD FTSE EMERGING MARKETS92204285829,902$1,3090.10%
120SPDR MSCI EMERGING MARKETS STR78463X42622,377$1,3080.10%
121INVESCO QQQ TRUST SERIES 1IVZ2,594$1,2430.10%
122DOW INCDOW23,042$1,2220.09%
123MONDELEZ INTERNATIONAL INC60920710518,213$1,1920.09%
124SERVICENOW INCNOW1,514$1,1910.09%
125ISHARES RUSSELL 2000 GROWTH ET4642876484,421$1,1610.09%
126ISHARES RUSSELL 1000 GROWTH ET4642876143,141$1,1450.09%
127VANGUARD TOTAL STOCK MARKET ET9229087694,153$1,1110.09%
128COCA-COLA CO/THEKO17,212$1,0960.08%
129VANGUARD LARGE-CAP ETF9229086374,317$1,0780.08%
130AIRBNB INCABNB7,000$1,0610.08%
131TEXAS INSTRUMENTS INC8825081045,410$1,0520.08%
132COMMUNICATION SERVICES SELECT81369Y85212,077$1,0350.08%
133ISHARES CORE S&P MID-CAP ETF46428750717,433$1,0200.08%
134ROLLINS INCROL19,605$9570.07%
135FINANCIAL SELECT SECTOR SPDR F81369Y60522,206$9130.07%
136AMPHENOL CORP03209510113,501$9100.07%
137ORACLE CORPORCL-PD6,329$8940.07%
138YUM! BRANDS INCYUM6,634$8790.07%
139UNION PACIFIC CORPUNP3,846$8700.07%
140LOWE'S COS INC5486611073,860$8510.07%
141VERTEX PHARMACEUTICALS INCVRTX1,804$8460.07%
142ISHARES MSCI EMERGING MARKETS46428723418,620$7930.06%
143INTERNATIONAL BUSINESS MACHINEINTR4,369$7560.06%
144ISHARES SELECT DIVIDEND ETF4642871686,184$7480.06%
145CHEVRON CORPCVX4,709$7370.06%
146CISCO SYSTEMS INCCSCO15,091$7170.06%
147SPDR GOLD SHARESGLD3,241$6970.05%
148GENERAL MILLS INC37033410410,811$6840.05%
149SPDR S&P DIVIDEND ETF78464A7635,305$6750.05%
150SALESFORCE INCCRM2,621$6740.05%
151ISHARES MSCI EAFE MIN VOL FACT46429B6899,548$6620.05%
152SCHWAB US DIVIDEND EQUITY ETF8085247978,519$6620.05%
153VANGUARD DIVIDEND APPRECIATION9219088443,607$6590.05%
154INTEL CORPINTC21,262$6580.05%
155WESTINGHOUSE AIR BRAKE TECHNOL9297401084,108$6490.05%
156ISHARES RUSSELL MID-CAP GROWTH4642874815,876$6480.05%
157CSX CORPCSX18,748$6270.05%
158BERKSHIRE HATHAWAY INCBRK-A1$6120.05%
159COLGATE-PALMOLIVE COCL6,272$6090.05%
160CATERPILLAR INCCAT1,825$6080.05%
161WASTE MANAGEMENT INC94106L1092,842$6060.05%
162VALERO ENERGY CORPVLO3,774$5920.05%
163GENERAL ELECTRIC CO3696043013,685$5860.05%
164ARCHER-DANIELS-MIDLAND COADM9,497$5740.04%
165EOG RESOURCES INCEOG4,519$5690.04%
166WELLS FARGO & CO9497461019,557$5680.04%
167SCHWAB FUNDAMENTAL U.S. LARGE8085247718,462$5670.04%
168APPLIED MATERIALS INC0382221052,314$5460.04%
169NXP SEMICONDUCTORS NVNXPI2,030$5460.04%
170TRANE TECHNOLOGIES PLCTT1,651$5430.04%
171ISHARES CORE S&P SMALL-CAP ETF4642878044,970$5300.04%
172SPDR S&P MIDCAP 400 ETF TRUSTMDY982$5250.04%
173VANGUARD ESG US STOCK ETF9219107335,385$5200.04%
174ISHARES GOLD TRUSTIAU11,557$5080.04%
175ISHARES RUSSELL 2000 VALUE ETF4642876303,307$5040.04%
176SILVERCREST ASSET MANAGEMENT G82835910931,650$4930.04%
177EDWARDS LIFESCIENCES CORPEW5,315$4910.04%
178VANGUARD COMMUNICATION SERVICE92204A8843,523$4870.04%
179VANGUARD FTSE ALL WORLD EX-US9220427184,137$4860.04%
180HONEYWELL INTERNATIONAL INC4385161062,193$4680.04%
181SCHWAB FUNDAMENTAL INTERNATION80852475513,359$4680.04%
182MASTERCARD INCMA1,055$4650.04%
183VANGUARD SMALL-CAP ETF9229087512,073$4520.03%
184CHURCH & DWIGHT CO INCCHD4,333$4490.03%
185VANGUARD S&P 500 ETF922908363891$4450.03%
186TRAVELERS COS INC/THETRV2,164$4400.03%
187GOLDMAN SACHS JUST US LARGE CANVGLF5,608$4380.03%
188STARBUCKS CORPSBUX5,569$4340.03%
189FORD MOTOR CO34537086033,635$4220.03%
190WORKDAY INCWDAY1,865$4170.03%
191RTX CORPRTX4,105$4120.03%
192ISHARES ESG AWARE MSCI EAFE ET46435G5165,231$4120.03%
193DARDEN RESTAURANTS INCDRI2,696$4080.03%
194ISHARES MSCI GLOBAL MIN VOL FA4642865253,850$4030.03%
195ISHARES CORE MSCI EAFE ETF46432F8425,515$4010.03%
196RLI CORPRLI2,850$4010.03%
197SCHWAB US BROAD MARKET ETF8085241025,996$3770.03%
198DEERE & CODE964$3600.03%
199ILLINOIS TOOL WORKS INC4523081091,512$3580.03%
200FORTIVE CORPFTV4,765$3530.03%
201TESLA INCTSLA1,771$3500.03%
202NIKE INCNKE4,571$3450.03%
203LAM RESEARCH CORPLRCX323$3440.03%
204ISHARES CORE S&P U.S. VALUE ET4642876633,862$3400.03%
205BOEING CO/THEBA-PA1,845$3360.03%
206PFIZER INCPFE11,964$3350.03%
207VANGUARD SMALL-CAP VALUE ETF9229086111,816$3320.03%
208KIMBERLY-CLARK CORPKMB2,402$3320.03%
209SOUTHERN CO/THESOMN4,220$3270.03%
210SCHWAB FUNDAMENTAL U.S. SMALL8085247635,952$3270.03%
211CHUBB LTDCB1,277$3260.03%
212VERIZON COMMUNICATIONS INCVZ7,805$3220.02%
213ISHARES U.S. ENERGY ETF4642877966,639$3190.02%
214VANGUARD GROWTH ETF922908736839$3140.02%
215NOVO NORDISK A/SNONOF2,192$3130.02%
216ISHARES RUSSELL MID-CAP VALUE4642874732,522$3050.02%
217INVESCO FINANCIAL PREFERRED ETIVZ20,700$3050.02%
218WEC ENERGY GROUP INCWEC3,887$3050.02%
219VANGUARD VALUE ETF9229087441,890$3030.02%
220S&P GLOBAL INCSPGI675$3010.02%
221SPDR GOLD MINISHARES TRUSTGLDW6,459$2980.02%
222FIRST TRUST NASDAQ CLEAN EDGE33733E5008,763$2980.02%
223NUCOR CORPNUE1,850$2920.02%
224VANGUARD HIGH DIVIDEND YIELD E9219464062,437$2890.02%
225SCHWAB EMERGING MARKETS EQUITY80852470610,888$2890.02%
226INVESCO S&P 500 EQUAL WEIGHT EIVZ1,660$2730.02%
227SPDR DOW JONES INDUSTRIAL AVER78467X109694$2710.02%
228BECTON DICKINSON & COBDX1,151$2690.02%
229ISHARES S&P MID-CAP 400 VALUE4642877052,336$2650.02%
230SCHWAB U.S. MID-CAP ETF8085245083,355$2610.02%
231COMCAST CORPCCZ6,676$2610.02%
232INVESCO S&P 500 LOW VOLATILITYIVZ3,937$2560.02%
2333M COMMM2,496$2550.02%
234MATERIALS SELECT SECTOR SPDR F81369Y1002,875$2540.02%
235ISHARES NATIONAL MUNI BOND ETF4642884142,375$2530.02%
236CONSUMER STAPLES SELECT SECTOR81369Y3083,266$2500.02%
237SPDR EURO STOXX 50 ETF78463X2025,000$2500.02%
238ISHARES MSCI USA MIN VOL FACTO46429B6972,963$2490.02%
239CVS HEALTH CORPCVS4,167$2460.02%
240AT&T INCT-PC12,789$2440.02%
241ISHARES S&P 500 VALUE ETF4642874081,323$2410.02%
242RECKITT BENCKISER GROUP PLCG740791074,318$2360.02%
243DR HORTON INC23331A1091,655$2330.02%
244AMETEK INCAME1,350$2250.02%
245NOVARTIS AGNVSEF2,106$2240.02%
246NEXTERA ENERGY INCNEE-PW3,121$2210.02%
247AIR PRODUCTS AND CHEMICALS INCAIIR851$2200.02%
248PROSHARES TRUST S&P 500 EX-ENE74347B5813,760$2200.02%
249PHILIP MORRIS INTERNATIONAL IN7181721092,111$2140.02%
250UNILEVER PLCUNLYF3,904$2120.02%
251T-MOBILE US INCTMUSZ1,196$2110.02%
252SPDR S&P 400 MID CAP VALUE ETF78464A8392,828$2060.02%
253MARSH & MCLENNAN COS INC571748102975$2050.02%
254US DIVERSIFIED REAL ESTATE ETF26922A5116,755$2050.02%
255YUM CHINA HOLDINGS INCYUMC6,506$2010.02%
256JPMORGAN NASDAQ EQUITY PREMIUM46654Q2033,615$2010.02%
257SHELL PLCRYDAF2,772$2000.02%
258DAVIDE CAMPARI-MILANO NVN2456510820,725$1970.02%
259CLIFTON MINING CO18690410825,000$10.00%