Portfolio (Quarterly)
Guide ↗
APPLETON PARTNERS INC/MA
· CIK 0001055290| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC COM | Industrials | 15,459 | $3.5M | 0.24% | SOLD |
| 2 | NKE | NIKE INC CL B | Consumer Cyclical | 32,804 | $1.7M | 0.12% | SOLD |
| 3 | DD | DUPONT DE NEMOURS INC COM | Basic Materials | 33,066 | $1.5M | 0.11% | SOLD |
| 4 | SCHB | SCHWAB STRATEGIC TR US BRD MKT | — | 15,655 | $393K | 0.03% | SOLD |
| 5 | VHT | VANGUARD WORLD FD HEALTH CAR E | — | 1,099 | $299K | 0.02% | SOLD |
| 6 | SCHM | SCHWAB STRATEGIC TR US MID-CAP | — | 7,844 | $243K | 0.02% | SOLD |
| 7 | YUMC | YUM CHINA HLDGS INC COM | Consumer Cyclical | 4,810 | $235K | 0.02% | SOLD |
| 8 | PFE | PFIZER INC COM | Healthcare | 8,052 | $226K | 0.02% | SOLD |
| 9 | LOW | LOWES COS INC COM | Consumer Cyclical | 954 | $225K | 0.02% | SOLD |
| 10 | SPLV | INVESCO EXCH TRADED FD TR II S | — | 2,863 | $209K | 0.01% | SOLD |
| 11 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,033 | $201K | 0.01% | SOLD |
Sector Allocation
Technology
36.0%
Financial Services
17.1%
Healthcare
10.4%
Consumer Cyclical
7.8%
Industrials
7.8%
Communication Services
6.2%
Consumer Defensive
4.6%
Utilities
4.3%
Real Estate
2.7%
Basic Materials
2.5%