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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 2025 · Filed July 22, 2025 · Accession 0000950123-25-006529

Total Value
$1.4M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL349,357$71,6785.07%
2MICROSOFT CORPMSFT118,307$58,8474.16%
3GOLDMAN SACHS ACTIVEBETA U.S.NVGLF429,334$52,1133.69%
4SCHWAB US LARGE-CAP ETF8085242011,864,340$45,5643.22%
5AMAZON.COM INCAMZN180,847$39,6762.81%
6JPMORGAN CHASE & COVYLD129,067$37,4182.65%
7BROADCOM INCAVGO135,361$37,3122.64%
8VISA INCV84,510$30,0052.12%
9ALPHABET INCGOOG154,711$27,4441.94%
10GE VERNOVA INCGEV47,967$25,3821.80%
11META PLATFORMS INCMETA32,606$24,0661.70%
12HOME DEPOT INC/THEHD63,979$23,4571.66%
13JPMORGAN ULTRA-SHORT INCOME ET46641Q837460,530$23,3401.65%
14ENERGY SELECT SECTOR SPDR FUND81369Y506272,588$23,1181.64%
15NETFLIX INCNFLX16,926$22,6661.60%
16MORGAN STANLEYMS-PQ154,906$21,8201.54%
17SCHWAB INTERNATIONAL EQUITY ET808524805858,567$18,9741.34%
18INTERCONTINENTAL EXCHANGE INC45866F10496,884$17,7751.26%
19INTUIT INCINTU22,080$17,3911.23%
20GOLDMAN SACHS ACTIVEBETA INTERNVGLF434,855$17,2461.22%
21MICRON TECHNOLOGY INCMU138,009$17,0101.20%
22ISHARES CORE MSCI EMERGING MAR46434G103263,714$15,8311.12%
23BERKSHIRE HATHAWAY INCBRK-A32,454$15,7651.12%
24UNITEDHEALTH GROUP INCUNH50,378$15,7171.11%
25ARTHUR J GALLAGHER & CO36357610948,290$15,4581.09%
26JPMORGAN EQUITY PREMIUM INCOME46641Q332260,440$14,8061.05%
27BLACKSTONE INCBX97,463$14,5791.03%
28THERMO FISHER SCIENTIFIC INCTMO34,512$13,9930.99%
29WELLTOWER INCWELL89,430$13,7480.97%
30SPDR BLOOMBERG INVESTMENT GRAD78468R200441,986$13,6260.96%
31NVIDIA CORPNVDA85,267$13,4710.95%
32VERISK ANALYTICS INCVRSK42,724$13,3090.94%
33SPDR S&P 500 ETF TRUSTSPY21,169$13,0790.93%
34ROPER TECHNOLOGIES INCROP22,655$12,8420.91%
35ZOETIS INCZTS80,909$12,6180.89%
36BOOKING HOLDINGS INCBKNG2,178$12,6090.89%
37FIRST TRUST NASDAQ CYBERSECURI33734X846163,057$12,3240.87%
38SHERWIN-WILLIAMS CO/THESHW34,439$11,8250.84%
39STRYKER CORPSYK29,509$11,6750.83%
40SERVICENOW INCNOW11,321$11,6390.82%
41WALT DISNEY CO/THE25468710693,828$11,6360.82%
42CHIPOTLE MEXICAN GRILL INCCMG206,791$11,6110.82%
43DANAHER CORP23585110256,755$11,2110.79%
44SCHWAB US SMALL-CAP ETF808524607441,378$11,1670.79%
45CURTISS-WRIGHT CORPCW22,743$11,1110.79%
46REPUBLIC SERVICES INC76075910043,406$10,7040.76%
47NORTHROP GRUMMAN CORPNOC21,391$10,6950.76%
48COSTCO WHOLESALE CORP22160K10510,438$10,3330.73%
49MARVELL TECHNOLOGY INCMRVL133,186$10,3090.73%
50PROCTER & GAMBLE CO/THE74271810963,704$10,1490.72%
51SPOTIFY TECHNOLOGY SASPOT12,924$9,9170.70%
52VULCAN MATERIALS CO92916010936,422$9,5000.67%
53SPDR PORTFOLIO INTERMEDIATE TE78464A375281,200$9,4430.67%
54ISHARES BIOTECHNOLOGY ETF46428755673,894$9,3480.66%
55WASTE CONNECTIONS INCWCN49,805$9,3000.66%
56JPMORGAN DIVERSIFIED RETURN US46641Q88688,477$9,1750.65%
57CONSTELLATION SOFTWARE INC/CAN21037X1002,473$9,0750.64%
58ALPHABET INCGOOG51,486$9,0730.64%
59JPMORGAN DIVERSIFIED RETURN US46641Q845182,143$8,2850.59%
60EVERCORE INCEVR30,380$8,2030.58%
61PALO ALTO NETWORKS INCPANW38,218$7,8210.55%
62SPDR PORTFOLIO AGGREGATE BOND78464A649304,336$7,7910.55%
63AUTODESK INCADSK25,038$7,7510.55%
64MONSTER BEVERAGE CORPMNST120,265$7,5330.53%
65ABBVIE INCABBV39,742$7,3770.52%
66LOCKHEED MARTIN CORPLMT15,570$7,2110.51%
67JOHNSON & JOHNSONJNJ46,980$7,1760.51%
68ISHARES CORE INTERNATIONAL AGG46435G672126,629$6,4690.46%
69WALMART INCWMT65,824$6,4360.46%
70PEPSICO INCPEP48,518$6,4060.45%
71TJX COS INC/THE87254010948,347$5,9700.42%
72JPMORGAN ULTRA-SHORT MUNICIPAL46641Q654113,012$5,7550.41%
73MCDONALD'S CORPMCD17,696$5,1700.37%
74AMERICAN TOWER CORP03027X10021,647$4,7840.34%
75UTILITIES SELECT SECTOR SPDR F81369Y88658,493$4,7770.34%
76FIRST TRUST NORTH AMERICAN ENE33738D101125,720$4,7160.33%
77CME GROUP INCCME16,032$4,4190.31%
78LVMH MOET HENNESSY LOUIS VUITT50244130641,793$4,3910.31%
79SCHWAB U.S. REIT ETF808524847207,261$4,3860.31%
80ISHARES RUSSELL 2000 ETF46428765518,905$4,0800.29%
81GLOBAL X US PREFERRED ETF37954Y657214,421$4,0380.29%
82AMPLIFY CYBERSECURITY ETF03210866446,680$4,0320.29%
83GOLDMAN SACHS GROUP INC/THEGSCE5,448$3,8560.27%
84HERSHEY CO/THEHSY22,969$3,8120.27%
85CAPITAL ONE FINANCIAL CORP14040H10517,212$3,6620.26%
86GRANITESHARES BLOOMBERG COMMOD38747R108171,902$3,6080.26%
87ELI LILLY & COLLY4,625$3,6050.26%
88CINTAS CORPCTAS15,462$3,4460.24%
89QUEST DIAGNOSTICS INCDGX19,146$3,4390.24%
90EXXON MOBIL CORPXOM31,334$3,3780.24%
91ISHARES CORE S&P 500 ETF4642872005,402$3,3540.24%
92CRH PLCCRH36,521$3,3530.24%
93TECHNOLOGY SELECT SECTOR SPDR81369Y80312,176$3,0830.22%
94BROADRIDGE FINANCIAL SOLUTIONS11133T10312,645$3,0730.22%
95ROLLINS INCROL54,168$3,0560.22%
96INVESCO SENIOR LOAN ETFIVZ145,866$3,0520.22%
97NINTENDO CO LTDNODK126,442$3,0370.21%
98SPDR PORTFOLIO HIGH YIELD BOND78468R606126,845$3,0190.21%
99WATSCO INCWSO-B6,717$2,9660.21%
100MEDTRONIC PLCMDT32,802$2,8590.20%
101ISHARES MSCI EAFE ETF46428746531,546$2,8200.20%
102AIR PRODUCTS AND CHEMICALS INCAIIR9,715$2,7400.19%
103TE CONNECTIVITY PLCTEL16,215$2,7350.19%
104AUTOMATIC DATA PROCESSING INCADP7,949$2,4520.17%
105CORNING INCGLW43,909$2,3090.16%
106VANGUARD FTSE DEVELOPED MARKET92194385839,164$2,2330.16%
107SYSCO CORPSYY29,476$2,2320.16%
108SCHWAB U.S. LARGE-CAP GROWTH E80852430073,831$2,1570.15%
109EQUINIX INCEQIX2,669$2,1230.15%
110ISHARES RUSSELL MID-CAP ETF46428749922,782$2,0950.15%
111BANK OF AMERICA CORP06050510441,229$1,9510.14%
112ABBOTT LABORATORIESABLZF14,087$1,9160.14%
113DUPONT DE NEMOURS INCDD26,192$1,7970.13%
114VANGUARD MID-CAP ETF9229086296,201$1,7350.12%
115AMGEN INCAMGN6,171$1,7230.12%
116CISCO SYSTEMS INCCSCO20,880$1,4490.10%
117VANGUARD FTSE ALL-WORLD EX-US92204277520,850$1,4020.10%
118VANGUARD INFORMATION TECHNOLOG92204A7022,095$1,3900.10%
119ADOBE INCADBE3,524$1,3630.10%
120VANGUARD FTSE EMERGING MARKETS92204285827,516$1,3610.10%
121ISHARES RUSSELL 1000 GROWTH ET4642876143,113$1,3220.09%
122VANGUARD LARGE-CAP ETF9229086374,615$1,3170.09%
123COMMUNICATION SERVICES SELECT81369Y85212,066$1,3100.09%
124VERISIGN INCVRSN4,460$1,2880.09%
125INVESCO QQQ TRUST SERIES 1IVZ2,320$1,2800.09%
126FINANCIAL SELECT SECTOR SPDR F81369Y60524,172$1,2660.09%
127ISHARES RUSSELL 2000 GROWTH ET4642876484,416$1,2620.09%
128AMPHENOL CORP03209510112,470$1,2310.09%
129VANGUARD TOTAL STOCK MARKET ET9229087694,031$1,2250.09%
130COMCAST CORPCCZ33,832$1,2070.09%
131SPDR S&P OIL & GAS EXPLORATION78468R5569,553$1,2020.09%
132NIKE INCNKE16,195$1,1500.08%
133ISHARES CORE TOTAL USD BOND MA46434V61324,320$1,1240.08%
134COCA-COLA CO/THEKO15,434$1,0920.08%
135GENERAL ELECTRIC CO3696043014,195$1,0800.08%
136SPDR GOLD SHARESGLD3,384$1,0320.07%
137ORACLE CORPORCL-PD4,656$1,0180.07%
138ISHARES CORE S&P MID-CAP ETF46428750716,160$1,0020.07%
139INTERNATIONAL BUSINESS MACHINEINTR3,277$9660.07%
140WELLS FARGO & CO94974610111,018$8830.06%
141ISHARES MSCI EMERGING MARKETS46428723417,946$8660.06%
142ISHARES RUSSELL MID-CAP GROWTH4642874816,226$8630.06%
143SPDR MSCI EMERGING MARKETS STR78463X42613,437$8470.06%
144ISHARES SELECT DIVIDEND ETF4642871686,184$8210.06%
145SPDR S&P MIDCAP 400 ETF TRUSTMDY1,440$8160.06%
146SPDR S&P DIVIDEND ETF78464A7635,975$8110.06%
147VERTEX PHARMACEUTICALS INCVRTX1,808$8050.06%
148TRANE TECHNOLOGIES PLCTT1,809$7910.06%
149WESTINGHOUSE AIR BRAKE TECHNOL9297401083,772$7900.06%
150TEXAS INSTRUMENTS INC8825081043,737$7760.05%
151SCHWAB FUNDAMENTAL U.S. LARGE80852477131,450$7720.05%
152CHUBB LTDCB2,634$7630.05%
153VANGUARD S&P 500 ETF9229083631,307$7420.05%
154MONDELEZ INTERNATIONAL INC60920710510,827$7300.05%
155BERKSHIRE HATHAWAY INCBRK-A1$7290.05%
156LOWE'S COS INC5486611073,214$7130.05%
1573M COMMM4,656$7090.05%
158UNION PACIFIC CORPUNP2,961$6810.05%
159VANGUARD DIVIDEND APPRECIATION9219088443,303$6760.05%
160ISHARES GOLD TRUSTIAU10,670$6650.05%
161CATERPILLAR INCCAT1,687$6550.05%
162SCHWAB US DIVIDEND EQUITY ETF80852479724,319$6440.05%
163ACCENTURE PLCACN2,151$6430.05%
164SALESFORCE INCCRM2,355$6420.05%
165MERCK & CO INCMRK7,869$6230.04%
166RTX CORPRTX4,172$6090.04%
167WASTE MANAGEMENT INC94106L1092,632$6020.04%
168CSX CORPCSX18,226$5950.04%
169SCHWAB FUNDAMENTAL INTERNATION80852475514,836$5940.04%
170BROADSTONE NET LEASE INCBNL36,577$5870.04%
171VANGUARD FTSE ALL WORLD EX-US9220427184,370$5870.04%
172VANGUARD GROWTH ETF9229087361,324$5800.04%
173YUM! BRANDS INCYUM3,895$5770.04%
174SPDR DOW JONES INDUSTRIAL AVER78467X1091,289$5680.04%
175ISHARES MSCI EAFE MIN VOL FACT46429B6896,635$5580.04%
176CONSUMER STAPLES SELECT SECTOR81369Y3086,725$5450.04%
177CIGNA GROUP/THE1255231001,560$5160.04%
178AFLAC INCAFL4,863$5130.04%
179ISHARES CORE MSCI EAFE ETF46432F8426,133$5120.04%
180AT&T INCT-PC17,694$5120.04%
181VANGUARD SMALL-CAP ETF9229087512,151$5100.04%
182SILVERCREST ASSET MANAGEMENT G82835910931,650$5020.04%
183ARCHER-DANIELS-MIDLAND COADM9,497$5010.04%
184VANGUARD ESG US STOCK ETF9219107334,530$4970.04%
185GLOBAL X VIDEO GAMES & ESPORTS37954Y39214,402$4710.03%
186DEERE & CODE926$4710.03%
187HONEYWELL INTERNATIONAL INC4385161062,018$4700.03%
188ISHARES CORE S&P SMALL-CAP ETF4642878044,169$4560.03%
189TRAVELERS COS INC/THETRV1,682$4500.03%
190ILLINOIS TOOL WORKS INC4523081091,768$4370.03%
191VALERO ENERGY CORPVLO3,244$4360.03%
192GOLDMAN SACHS JUST US LARGE CANVGLF4,953$4350.03%
193DARDEN RESTAURANTS INCDRI1,986$4330.03%
194ISHARES S&P 500 VALUE ETF4642874082,190$4280.03%
195ISHARES MSCI GLOBAL MIN VOL FA4642865253,575$4240.03%
196STARBUCKS CORPSBUX4,544$4160.03%
197ISHARES RUSSELL 2000 VALUE ETF4642876302,590$4090.03%
198INTEL CORPINTC17,944$4020.03%
199VERIZON COMMUNICATIONS INCVZ9,268$4010.03%
200ISHARES ESG AWARE MSCI EAFE ET46435G5164,456$3980.03%
201WEC ENERGY GROUP INCWEC3,806$3970.03%
202EOG RESOURCES INCEOG3,320$3970.03%
203CHEVRON CORPCVX2,769$3960.03%
204COLGATE-PALMOLIVE COCL4,281$3890.03%
205SCHWAB U.S. MID-CAP ETF80852450813,784$3870.03%
206ISHARES CORE S&P TOTAL U.S. ST4642871502,771$3740.03%
207O'REILLY AUTOMOTIVE INC67103H1074,134$3730.03%
208SCHWAB US BROAD MARKET ETF80852410215,549$3710.03%
209SCHWAB EMERGING MARKETS EQUITY80852470611,966$3610.03%
210SPDR GOLD MINISHARES TRUSTGLDW5,420$3550.03%
211CHURCH & DWIGHT CO INCCHD3,672$3530.02%
212SCHWAB FUNDAMENTAL U.S. SMALL80852476311,968$3430.02%
213RLI CORPRLI4,715$3410.02%
214VANGUARD VALUE ETF9229087441,920$3390.02%
215VANGUARD HEALTH CARE ETF92204A5041,350$3350.02%
216JPMORGAN NASDAQ EQUITY PREMIUM46654Q2036,040$3290.02%
217BOEING CO/THEBA-PA1,564$3280.02%
218GENERAL MILLS INC3703341046,246$3240.02%
219ISHARES RUSSELL MID-CAP VALUE4642874732,447$3230.02%
220SOUTHERN CO/THESOMN3,423$3140.02%
221ISHARES MSCI EMERGING MARKETS4642865334,987$3130.02%
222VANGUARD HIGH DIVIDEND YIELD E9219464062,330$3110.02%
223VANGUARD SMALL-CAP VALUE ETF9229086111,564$3050.02%
224FIDELITY WISE ORIGIN BITCOIN FFBTC3,227$3030.02%
225ISHARES U.S. ENERGY ETF4642877966,539$2960.02%
226FORD MOTOR CO34537086027,135$2940.02%
227INVESCO S&P 500 EQUAL WEIGHT EIVZ1,540$2800.02%
228FIRST TRUST NASDAQ CLEAN EDGE33733E5008,365$2730.02%
229FIRST TRUST US EQUITY OPPORTUN3369201031,716$2490.02%
230PROSHARES TRUST S&P 500 EX-ENE74347B5813,621$2420.02%
231FIRST TRUST PREFERRED SECURITI33739E10813,607$2420.02%
232SCHWAB FUNDAMENTAL EMERGING MA8085247307,252$2390.02%
233FORTIVE CORPFTV4,584$2390.02%
234NUCOR CORPNUE1,835$2380.02%
235YUM CHINA HOLDINGS INCYUMC5,280$2360.02%
236TESLA INCTSLA731$2320.02%
237ISHARES CORE U.S. AGGREGATE BO4642872262,303$2280.02%
238T-MOBILE US INCTMUSZ922$2200.02%
239BOSTON SCIENTIFIC CORPBSX2,040$2190.02%
240SHELL PLCRYDAF3,024$2130.02%
241MARSH & MCLENNAN COS INC571748102975$2130.02%
242SPARTANNASH CO8472151008,000$2120.02%
243MATERIALS SELECT SECTOR SPDR F81369Y1002,377$2090.01%
244INVESCO S&P 500 LOW VOLATILITYIVZ2,863$2080.01%
245NXP SEMICONDUCTORS NVNXPI943$2060.01%
246PFIZER INCPFE8,468$2050.01%
247NORTHERN TRUST CORPNTRSO1,615$2050.01%
248INVESCO RAFI US 1000 ETFIVZ4,861$2050.01%
249SPDR S&P 400 MID CAP VALUE ETF78464A8392,538$2020.01%
250ISHARES MSCI USA MIN VOL FACTO46429B6972,134$2000.01%
251CLIFTON MINING CO18690410825,000$10.00%