CIK 1055290
APPLETON PARTNERS INC/MA
Institutional 13F holdings & portfolio
Holdings
263
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 263
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ACWV | ISHARES INC MSCI GBL MIN VOL | 4K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT | 16K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR STATE ST | 5K | $100K–$500K | SH |
| IWS | ISHARES TR RUS MDCP VAL ETF | 3K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW COM | 3K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC COM | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 4K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ | 12K | $100K–$500K | SH |
| ITOT | ISHARES TR CORE S&P TTL STK | 3K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 858 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 4K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC COM | 5K | $100K–$500K | SH |
| BA | BOEING CO COM | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS VALUE ETF | 2K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR FUNDAMENTA | 12K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 2K | $100K–$500K | SH |
| HERO | GLOBAL X FDS VDEO GAM ESPRT | 12K | $100K–$500K | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 8K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN F | 5K | $100K–$500K | SH |
| IWD | ISHARES TR RUS 1000 VAL ETF | 2K | $100K–$500K | SH |
| EOG | EOG RES INC COM | 3K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFOLI | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS SM CP VAL E | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS HIGH DI | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO COM | 4K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 4K | $100K–$500K | SH |
| EEMV | ISHARES INC MSCI EMERG MRKT | 5K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS INC COMMON S | 4K | $100K–$500K | SH |
| NUE | NUCOR CORP COM | 2K | $100K–$500K | SH |
| IVE | ISHARES TR S&P 500 VAL ETF | 1K | $100K–$500K | SH |
| F | FORD MTR CO COM | 23K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD HEALTH CAR E | 1K | $100K–$500K | SH |
| MDB | MONGODB INC CL A | 712 | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD TR | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO COM | 3K | $100K–$500K | SH |
| IYE | ISHARES TR U.S. ENERGY ETF | 6K | $100K–$500K | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD US | 2K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 990 | $100K–$500K | SH |
| FNDE | SCHWAB STRATEGIC TR FUNDAMENTA | 7K | $100K–$500K | SH |
| FTV | FORTIVE CORP COM | 5K | $100K–$500K | SH |
| SPXE | PROSHARES TR SP500 EX ENRGY | 3K | $100K–$500K | SH |
| CTVA | CORTEVA INC COM | 4K | $100K–$500K | SH |
| DON | WISDOMTREE TR US MIDCAP DIVID | 5K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP | 8K | $100K–$500K | SH |
| GIS | GENERAL MLS INC COM | 5K | $100K–$500K | SH |
| LOW | LOWES COS INC COM | 964 | $100K–$500K | SH |
| YUMC | YUM CHINA HLDGS INC COM | 5K | $100K–$500K | SH |
| AON | AON PLC SHS CL A | 645 | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS | 3K | $100K–$500K | SH |