13F HOLDINGS REPORT

APPLETON PARTNERS INC/MA

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0000950123-25-000642

Total Value

$1.4M

Positions

253

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (253)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	362,782	$90,848	6.71%
2	MICROSOFT CORP	MSFT	119,614	$50,417	3.73%
3	GOLDMAN SACHS ACTIVEBETA U.S.	NVGLF	436,574	$50,285	3.72%
4	SCHWAB US LARGE-CAP ETF	808524201	1,921,306	$44,536	3.29%
5	AMAZON.COM INC	AMZN	186,634	$40,946	3.03%
6	BROADCOM INC	AVGO	162,323	$37,633	2.78%
7	JPMORGAN CHASE & CO	VYLD	142,626	$34,189	2.53%
8	ALPHABET INC	GOOG	154,394	$29,403	2.17%
9	VISA INC	V	89,371	$28,245	2.09%
10	JPMORGAN ULTRA-SHORT INCOME ET	46641Q837	493,462	$24,856	1.84%
11	HOME DEPOT INC/THE	HD	62,250	$24,215	1.79%
12	ENERGY SELECT SECTOR SPDR FUND	81369Y506	256,413	$21,964	1.62%
13	MORGAN STANLEY	MS-PQ	153,040	$19,240	1.42%
14	THERMO FISHER SCIENTIFIC INC	TMO	36,148	$18,805	1.39%
15	UNITEDHEALTH GROUP INC	UNH	36,843	$18,637	1.38%
16	GE VERNOVA INC	GEV	51,703	$17,007	1.26%
17	NETFLIX INC	NFLX	18,726	$16,691	1.23%
18	BLACKSTONE INC	BX	95,772	$16,513	1.22%
19	SCHWAB INTERNATIONAL EQUITY ET	808524805	860,942	$15,927	1.18%
20	INTERCONTINENTAL EXCHANGE INC	45866F104	105,429	$15,710	1.16%
21	META PLATFORMS INC	META	26,312	$15,406	1.14%
22	INTUIT INC	INTU	24,280	$15,260	1.13%
23	MARVELL TECHNOLOGY INC	MRVL	136,497	$15,076	1.11%
24	GOLDMAN SACHS ACTIVEBETA INTER	NVGLF	437,334	$14,581	1.08%
25	JPMORGAN EQUITY PREMIUM INCOME	46641Q332	252,120	$14,504	1.07%
26	EQUINIX INC	EQIX	15,099	$14,237	1.05%
27	ZOETIS INC	ZTS	84,757	$13,809	1.02%
28	ARTHUR J GALLAGHER & CO	363576109	48,344	$13,722	1.01%
29	SPDR BLOOMBERG INVESTMENT GRAD	78468R200	435,558	$13,385	0.99%
30	SPDR S&P 500 ETF TRUST	SPY	22,598	$13,244	0.98%
31	ISHARES CORE MSCI EMERGING MAR	46434G103	251,455	$13,131	0.97%
32	MICRON TECHNOLOGY INC	MU	153,513	$12,920	0.95%
33	CHIPOTLE MEXICAN GRILL INC	CMG	207,096	$12,488	0.92%
34	BANK OF AMERICA CORP	060505104	278,744	$12,251	0.91%
35	VERISK ANALYTICS INC	VRSK	44,181	$12,169	0.90%
36	DANAHER CORP	235851102	51,364	$11,791	0.87%
37	ROPER TECHNOLOGIES INC	ROP	22,677	$11,789	0.87%
38	SHERWIN-WILLIAMS CO/THE	SHW	34,496	$11,726	0.87%
39	NVIDIA CORP	NVDA	86,794	$11,656	0.86%
40	BOOKING HOLDINGS INC	BKNG	2,334	$11,596	0.86%
41	SCHWAB US SMALL-CAP ETF	808524607	432,409	$11,182	0.83%
42	PROCTER & GAMBLE CO/THE	742718109	65,346	$10,955	0.81%
43	WALT DISNEY CO/THE	254687106	97,923	$10,904	0.81%
44	COSTCO WHOLESALE CORP	22160K105	11,763	$10,778	0.80%
45	MERCK & CO INC	MRK	106,825	$10,627	0.79%
46	ALPHABET INC	GOOG	55,694	$10,543	0.78%
47	STRYKER CORP	SYK	29,222	$10,521	0.78%
48	ISHARES BIOTECHNOLOGY ETF	464287556	75,803	$10,022	0.74%
49	NORTHROP GRUMMAN CORP	NOC	20,641	$9,687	0.72%
50	FIRST TRUST NASDAQ CYBERSECURI	33734X846	145,452	$9,229	0.68%
51	REPUBLIC SERVICES INC	760759100	44,895	$9,032	0.67%
52	JPMORGAN DIVERSIFIED RETURN US	46641Q886	86,798	$8,894	0.66%
53	EVERCORE INC	EVR	31,424	$8,710	0.64%
54	SPDR PORTFOLIO INTERMEDIATE TE	78464A375	264,067	$8,651	0.64%
55	WASTE CONNECTIONS INC	WCN	49,793	$8,543	0.63%
56	VULCAN MATERIALS CO	929160109	32,379	$8,329	0.62%
57	JPMORGAN DIVERSIFIED RETURN US	46641Q845	176,944	$8,283	0.61%
58	PEPSICO INC	PEP	52,406	$7,969	0.59%
59	CONSTELLATION SOFTWARE INC/CAN	21037X100	2,525	$7,825	0.58%
60	PALO ALTO NETWORKS INC	PANW	42,659	$7,762	0.57%
61	LOCKHEED MARTIN CORP	LMT	15,662	$7,611	0.56%
62	AUTODESK INC	ADSK	24,817	$7,335	0.54%
63	JOHNSON & JOHNSON	JNJ	49,917	$7,219	0.53%
64	ABBVIE INC	ABBV	39,921	$7,094	0.52%
65	SPDR PORTFOLIO AGGREGATE BOND	78464A649	276,359	$6,906	0.51%
66	MONSTER BEVERAGE CORP	MNST	125,338	$6,588	0.49%
67	BERKSHIRE HATHAWAY INC	BRK-A	14,164	$6,420	0.47%
68	TJX COS INC/THE	872540109	53,113	$6,417	0.47%
69	JPMORGAN ULTRA-SHORT MUNICIPAL	46641Q654	126,059	$6,392	0.47%
70	ISHARES CORE INTERNATIONAL AGG	46435G672	116,301	$5,806	0.43%
71	WALMART INC	WMT	63,498	$5,737	0.42%
72	MCDONALD'S CORP	MCD	18,625	$5,399	0.40%
73	CURTISS-WRIGHT CORP	CW	14,010	$4,972	0.37%
74	AMGEN INC	AMGN	18,467	$4,813	0.36%
75	FIRST TRUST NORTH AMERICAN ENE	33738D101	129,231	$4,607	0.34%
76	LVMH MOET HENNESSY LOUIS VUITT	502441306	34,884	$4,559	0.34%
77	AMERICAN TOWER CORP	03027X100	24,593	$4,511	0.33%
78	ISHARES RUSSELL 2000 ETF	464287655	19,865	$4,389	0.32%
79	GLOBAL X US PREFERRED ETF	37954Y657	218,129	$4,256	0.31%
80	SCHWAB U.S. REIT ETF	808524847	199,386	$4,199	0.31%
81	UTILITIES SELECT SECTOR SPDR F	81369Y886	53,159	$4,024	0.30%
82	CME GROUP INC	CME	16,825	$3,907	0.29%
83	ELI LILLY & CO	LLY	4,849	$3,743	0.28%
84	HERSHEY CO/THE	HSY	22,081	$3,739	0.28%
85	AMPLIFY CYBERSECURITY ETF	032108664	48,360	$3,602	0.27%
86	CRH PLC	CRH	37,027	$3,426	0.25%
87	EXXON MOBIL CORP	XOM	31,811	$3,422	0.25%
88	GOLDMAN SACHS GROUP INC/THE	GSCE	5,902	$3,380	0.25%
89	WELLTOWER INC	WELL	26,119	$3,292	0.24%
90	GRANITESHARES BLOOMBERG COMMOD	38747R108	162,633	$3,245	0.24%
91	WATSCO INC	WSO-B	6,713	$3,181	0.24%
92	TECHNOLOGY SELECT SECTOR SPDR	81369Y803	12,960	$3,013	0.22%
93	DISCOVER FINANCIAL SERVICES	254709108	17,114	$2,965	0.22%
94	INVESCO SENIOR LOAN ETF	IVZ	139,648	$2,942	0.22%
95	ISHARES CORE S&P 500 ETF	464287200	4,933	$2,904	0.21%
96	BROADRIDGE FINANCIAL SOLUTIONS	11133T103	12,835	$2,902	0.21%
97	SPDR PORTFOLIO HIGH YIELD BOND	78468R606	120,319	$2,824	0.21%
98	MEDTRONIC PLC	MDT	33,304	$2,660	0.20%
99	ISHARES MSCI EAFE ETF	464287465	32,191	$2,434	0.18%
100	CINTAS CORP	CTAS	13,263	$2,423	0.18%
101	ROLLINS INC	ROL	49,365	$2,288	0.17%
102	VANGUARD MID-CAP ETF	922908629	8,539	$2,255	0.17%
103	TE CONNECTIVITY PLC	TEL	15,767	$2,254	0.17%
104	ISHARES RUSSELL MID-CAP ETF	464287499	23,212	$2,052	0.15%
105	DUPONT DE NEMOURS INC	DD	26,826	$2,045	0.15%
106	CORNING INC	GLW	42,499	$2,020	0.15%
107	VANGUARD FTSE DEVELOPED MARKET	921943858	41,591	$1,989	0.15%
108	ISHARES NATIONAL MUNI BOND ETF	464288414	18,465	$1,967	0.15%
109	SCHWAB U.S. LARGE-CAP GROWTH E	808524300	69,319	$1,932	0.14%
110	AUTOMATIC DATA PROCESSING INC	ADP	6,510	$1,906	0.14%
111	NINTENDO CO LTD	NODK	128,775	$1,884	0.14%
112	SYSCO CORP	SYY	24,344	$1,861	0.14%
113	ADOBE INC	ADBE	3,789	$1,685	0.12%
114	ABBOTT LABORATORIES	ABLZF	14,156	$1,601	0.12%
115	VANGUARD INFORMATION TECHNOLOG	92204A702	2,415	$1,502	0.11%
116	SERVICENOW INC	NOW	1,368	$1,450	0.11%
117	SPDR S&P OIL & GAS EXPLORATION	78468R556	10,722	$1,419	0.10%
118	FINANCIAL SELECT SECTOR SPDR F	81369Y605	26,640	$1,288	0.10%
119	INVESCO QQQ TRUST SERIES 1	IVZ	2,488	$1,272	0.09%
120	ISHARES RUSSELL 2000 GROWTH ET	464287648	4,421	$1,272	0.09%
121	ISHARES CORE TOTAL USD BOND MA	46434V613	28,087	$1,270	0.09%
122	ISHARES RUSSELL 1000 GROWTH ET	464287614	3,150	$1,265	0.09%
123	VANGUARD FTSE ALL-WORLD EX-US	922042775	21,785	$1,251	0.09%
124	VERISIGN INC	VRSN	6,010	$1,244	0.09%
125	COMMUNICATION SERVICES SELECT	81369Y852	12,597	$1,220	0.09%
126	ACCENTURE PLC	ACN	3,424	$1,205	0.09%
127	BECTON DICKINSON & CO	BDX	5,141	$1,166	0.09%
128	VANGUARD LARGE-CAP ETF	922908637	4,317	$1,164	0.09%
129	VANGUARD TOTAL STOCK MARKET ET	922908769	4,012	$1,163	0.09%
130	ISHARES CORE S&P MID-CAP ETF	464287507	16,882	$1,052	0.08%
131	COCA-COLA CO/THE	KO	16,759	$1,043	0.08%
132	VANGUARD FTSE EMERGING MARKETS	922042858	22,823	$1,005	0.07%
133	ORACLE CORP	ORCL-PD	5,923	$987	0.07%
134	AMPHENOL CORP	032095101	14,024	$974	0.07%
135	SCHWAB FUNDAMENTAL U.S. LARGE	808524771	40,755	$965	0.07%
136	TEXAS INSTRUMENTS INC	882508104	5,094	$955	0.07%
137	SPDR MSCI EMERGING MARKETS STR	78463X426	16,007	$913	0.07%
138	UNION PACIFIC CORP	UNP	3,696	$843	0.06%
139	AIRBNB INC	ABNB	6,268	$824	0.06%
140	ISHARES SELECT DIVIDEND ETF	464287168	6,184	$812	0.06%
141	ISHARES MSCI EMERGING MARKETS	464287234	19,334	$809	0.06%
142	LOWE'S COS INC	548661107	3,227	$796	0.06%
143	ISHARES RUSSELL MID-CAP GROWTH	464287481	6,226	$789	0.06%
144	SALESFORCE INC	CRM	2,337	$781	0.06%
145	CISCO SYSTEMS INC	CSCO	12,698	$752	0.06%
146	WESTINGHOUSE AIR BRAKE TECHNOL	929740108	3,854	$731	0.05%
147	VERTEX PHARMACEUTICALS INC	VRTX	1,808	$728	0.05%
148	MONDELEZ INTERNATIONAL INC	609207105	12,175	$727	0.05%
149	YUM! BRANDS INC	YUM	5,292	$710	0.05%
150	BERKSHIRE HATHAWAY INC	BRK-A	1	$681	0.05%
151	GENERAL MILLS INC	370334104	10,581	$675	0.05%
152	SPDR GOLD SHARES	GLD	2,786	$675	0.05%
153	SPDR S&P DIVIDEND ETF	78464A763	5,110	$675	0.05%
154	SCHWAB US DIVIDEND EQUITY ETF	808524797	24,619	$673	0.05%
155	MASTERCARD INC	MA	1,184	$623	0.05%
156	WELLS FARGO & CO	949746101	8,876	$623	0.05%
157	GENERAL ELECTRIC CO	369604301	3,722	$621	0.05%
158	CSX CORP	CSX	18,744	$605	0.04%
159	INTERNATIONAL BUSINESS MACHINE	INTR	2,749	$604	0.04%
160	CATERPILLAR INC	CAT	1,642	$596	0.04%
161	SILVERCREST ASSET MANAGEMENT G	828359109	31,650	$582	0.04%
162	WASTE MANAGEMENT INC	94106L109	2,882	$582	0.04%
163	VANGUARD ESG US STOCK ETF	921910733	5,525	$580	0.04%
164	VANGUARD DIVIDEND APPRECIATION	921908844	2,953	$578	0.04%
165	TRANE TECHNOLOGIES PLC	TT	1,555	$574	0.04%
166	ISHARES MSCI EAFE MIN VOL FACT	46429B689	8,035	$568	0.04%
167	SCHWAB FUNDAMENTAL INTERNATION	808524755	16,878	$561	0.04%
168	O'REILLY AUTOMOTIVE INC	67103H107	471	$558	0.04%
169	SPDR S&P MIDCAP 400 ETF TRUST	MDY	978	$557	0.04%
170	ISHARES GOLD TRUST	IAU	11,073	$548	0.04%
171	SCHWAB FUNDAMENTAL U.S. SMALL	808524763	18,412	$547	0.04%
172	COLGATE-PALMOLIVE CO	CL	5,847	$532	0.04%
173	ISHARES CORE S&P SMALL-CAP ETF	464287804	4,440	$512	0.04%
174	RTX CORP	RTX	4,395	$509	0.04%
175	TRAVELERS COS INC/THE	TRV	2,067	$498	0.04%
176	VANGUARD SMALL-CAP ETF	922908751	2,066	$496	0.04%
177	VANGUARD S&P 500 ETF	922908363	914	$493	0.04%
178	ARCHER-DANIELS-MIDLAND CO	ADM	9,497	$480	0.04%
179	GOLDMAN SACHS JUST US LARGE CA	NVGLF	5,703	$474	0.04%
180	VANGUARD FTSE ALL WORLD EX-US	922042718	4,137	$474	0.04%
181	CHEVRON CORP	CVX	3,273	$474	0.04%
182	ISHARES RUSSELL 2000 VALUE ETF	464287630	2,859	$469	0.03%
183	HONEYWELL INTERNATIONAL INC	438516106	2,061	$466	0.03%
184	CHURCH & DWIGHT CO INC	CHD	4,290	$449	0.03%
185	STARBUCKS CORP	SBUX	4,896	$447	0.03%
186	EOG RESOURCES INC	EOG	3,648	$447	0.03%
187	3M CO	MMM	3,451	$445	0.03%
188	CIGNA GROUP/THE	125523100	1,605	$443	0.03%
189	DARDEN RESTAURANTS INC	DRI	2,361	$441	0.03%
190	RLI CORP	RLI	2,665	$439	0.03%
191	INTEL CORP	INTC	21,485	$431	0.03%
192	VALERO ENERGY CORP	VLO	3,479	$426	0.03%
193	ISHARES S&P 500 VALUE ETF	464287408	2,190	$418	0.03%
194	AT&T INC	T-PC	18,278	$416	0.03%
195	ISHARES MSCI GLOBAL MIN VOL FA	464286525	3,775	$412	0.03%
196	NXP SEMICONDUCTORS NV	NXPI	1,958	$407	0.03%
197	DEERE & CO	DE	948	$402	0.03%
198	ISHARES ESG AWARE MSCI EAFE ET	46435G516	5,171	$394	0.03%
199	ILLINOIS TOOL WORKS INC	452308109	1,544	$392	0.03%
200	APPLIED MATERIALS INC	038222105	2,319	$377	0.03%
201	ISHARES CORE MSCI EAFE ETF	46432F842	5,218	$367	0.03%
202	WEC ENERGY GROUP INC	WEC	3,887	$366	0.03%
203	VERIZON COMMUNICATIONS INC	VZ	9,138	$365	0.03%
204	SCHWAB US BROAD MARKET ETF	808524102	15,851	$360	0.03%
205	TESLA INC	TSLA	889	$359	0.03%
206	VANGUARD SMALL-CAP VALUE ETF	922908611	1,810	$359	0.03%
207	FORTIVE CORP	FTV	4,743	$356	0.03%
208	GLOBAL X VIDEO GAMES & ESPORTS	37954Y392	15,080	$354	0.03%
209	CONSTELLATION BRANDS INC	STZ	1,595	$353	0.03%
210	SOUTHERN CO/THE	SOMN	4,196	$345	0.03%
211	BOEING CO/THE	BA-PA	1,848	$327	0.02%
212	CHUBB LTD	CB	1,184	$327	0.02%
213	CONSUMER STAPLES SELECT SECTOR	81369Y308	4,149	$326	0.02%
214	ISHARES RUSSELL MID-CAP VALUE	464287473	2,447	$316	0.02%
215	VANGUARD HIGH DIVIDEND YIELD E	921946406	2,436	$311	0.02%
216	KIMBERLY-CLARK CORP	KMB	2,346	$307	0.02%
217	IQVIA HOLDINGS INC	IQV	1,536	$302	0.02%
218	NIKE INC	NKE	3,976	$301	0.02%
219	ISHARES U.S. ENERGY ETF	464287796	6,539	$298	0.02%
220	FIRST TRUST NASDAQ CLEAN EDGE	33733E500	8,700	$295	0.02%
221	SPDR GOLD MINISHARES TRUST	GLDW	5,584	$290	0.02%
222	SCHWAB EMERGING MARKETS EQUITY	808524706	10,630	$283	0.02%
223	SCHWAB U.S. MID-CAP ETF	808524508	10,064	$279	0.02%
224	INVESCO S&P 500 EQUAL WEIGHT E	IVZ	1,570	$275	0.02%
225	AMETEK INC	AME	1,520	$274	0.02%
226	FORD MOTOR CO	345370860	27,135	$269	0.02%
227	VANGUARD VALUE ETF	922908744	1,568	$265	0.02%
228	ALLSTATE CORP/THE	ALL-PJ	1,346	$259	0.02%
229	PFIZER INC	PFE	9,627	$255	0.02%
230	YUM CHINA HOLDINGS INC	YUMC	5,280	$254	0.02%
231	SPDR DOW JONES INDUSTRIAL AVER	78467X109	582	$248	0.02%
232	PROSHARES TRUST S&P 500 EX-ENE	74347B581	3,780	$239	0.02%
233	ADVANCED MICRO DEVICES INC	AMD	1,982	$239	0.02%
234	TRADE DESK INC/THE	88339J105	2,009	$236	0.02%
235	VANGUARD GROWTH ETF	922908736	569	$234	0.02%
236	INVESCO S&P 500 LOW VOLATILITY	IVZ	3,318	$232	0.02%
237	COMCAST CORP	CCZ	6,191	$232	0.02%
238	JPMORGAN NASDAQ EQUITY PREMIUM	46654Q203	4,115	$232	0.02%
239	T-MOBILE US INC	TMUSZ	1,041	$230	0.02%
240	UNILEVER PLC	UNLYF	3,904	$230	0.02%
241	US DIVERSIFIED REAL ESTATE ETF	26922A511	6,755	$217	0.02%
242	NUCOR CORP	NUE	1,835	$214	0.02%
243	EDWARDS LIFESCIENCES CORP	EW	2,887	$214	0.02%
244	SPDR S&P 400 MID CAP VALUE ETF	78464A839	2,673	$214	0.02%
245	MATERIALS SELECT SECTOR SPDR F	81369Y100	2,505	$211	0.02%
246	MARSH & MCLENNAN COS INC	571748102	994	$211	0.02%
247	ISHARES MSCI USA MIN VOL FACTO	46429B697	2,314	$205	0.02%
248	FIRST TRUST US EQUITY OPPORTUN	336920103	1,716	$205	0.02%
249	VANGUARD MORTGAGE-BACKED SECUR	92206C771	4,501	$204	0.02%
250	INVESCO FINANCIAL PREFERRED ET	IVZ	12,876	$187	0.01%
251	DAVIDE CAMPARI-MILANO NV	N24565108	20,725	$129	0.01%
252	NORAM LITHIUM CORP	65542K103	75,000	$5	0.00%
253	CLIFTON MINING CO	186904108	25,000	$1	0.00%