APPLETON PARTNERS INC/MA
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1055290
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.4M
Holdings
262
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
APPLETON PARTNERS INC/MA disclosed 262 positions worth $1.4M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.0% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 9 — including a new stake in $GFS and a full exit from $AJG. The portfolio is most concentrated in Other (30.1% of disclosed assets). All figures are sourced directly from APPLETON PARTNERS INC/MA’s Form 13F-HR filing with the SEC under CIK 1055290.
AI Fund Analysis
Stable
$AAPL6.0% weight
Held 9 quarters
GOLDMAN SACHS ETF TR ACTIV
3.7% weight
Held 9 quarters
SCHWAB STRATEGIC TR US LRG
3.3% weight
Held 9 quarters
$MSFT3.1% weight
Held 9 quarters
$GOOG2.7% weight
Held 9 quarters
SPDR SERIES TRUST STATE ST
8 quarters accumulating
SPDR SERIES TRUST STATE ST
8 quarters accumulating
SPDR SERIES TRUST STATE ST
8 quarters accumulating
ISHARES TR CORE INTL AGGR
7 quarters accumulating
$IVZ7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$85.4K336,626 sh GOLDMAN SACHS ETF TR ACTIVEBET
—Quality
$52.6K420,407 shSCHWAB STRATEGIC TR US LRG CAP
—Quality
$47.4K1,846,870 sh- 83.7
Quality
$44.2K119,394 sh - 80.2
Quality
$39.3K137,093 sh - 74.6
Quality
$37.4K179,510 sh - 35.6
Quality
$37.2K126,590 sh - 86.4
Quality
$36.7K118,722 sh - 70.1
Quality
$36.6K41,914 sh - 88.4
Quality
$34.7K102,823 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $85.4K | 336,626 |
| GOLDMAN SACHS ETF TR ACTIVEBET | — | $52.6K | 420,407 |
| SCHWAB STRATEGIC TR US LRG CAP | — | $47.4K | 1,846,870 |
| MICROSOFT CORP$MSFT | 83.7 | $44.2K | 119,394 |
 Alphabet Inc.$GOOGL | 80.2 | $39.3K | 137,093 |
 AMAZON COM INC$AMZN | 74.6 | $37.4K | 179,510 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $37.2K | 126,590 |
 Broadcom Inc.$AVGO | 86.4 | $36.7K | 118,722 |
 GE Vernova Inc.$GEV | 70.1 | $36.6K | 41,914 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $34.7K | 102,823 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of APPLETON PARTNERS INC/MA's 262 positions.
Showing top 10 of 262 holdings.
Sector Allocation
Other
$430,752
Technology
$414,423
Financials
$195,142
Consumer Discretionary
$123,706
Healthcare
$80,822
Industrials
$43,705
Communication Services
$36,829
Consumer Staples
$32,721
Full Holdings — APPLETON PARTNERS INC/MA (Q1 2026)
All 262 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $85,432 | 6.0% | -1% | 76.1 |
| 2 | — | GOLDMAN SACHS ETF TR ACTIVEBET | $52,605 | 3.7% | -1% | — |
| 3 | — | SCHWAB STRATEGIC TR US LRG CAP | $47,354 | 3.3% | +0% | — |
| 4 | $MSFT | MICROSOFT CORP | $44,196 | 3.1% | +2% | 83.7 |
| 5 | $GOOGL | Alphabet Inc. | $39,327 | 2.7% | -1% | 80.2 |
| 6 | $AMZN | AMAZON COM INC | $37,386 | 2.6% | -0% | 74.6 |
| 7 | $JPM | JPMORGAN CHASE & CO | $37,238 | 2.6% | -0% | 35.6 |
| 8 | $AVGO | Broadcom Inc. | $36,746 | 2.6% | -1% | 86.4 |
| 9 | $GEV | GE Vernova Inc. | $36,587 | 2.5% | -3% | 70.1 |
| 10 | $MU | MICRON TECHNOLOGY INC | $34,738 | 2.4% | -13% | 88.4 |
| 11 | — | SELECT SECTOR SPDR TR STATE ST | $31,867 | 2.2% | -4% | — |
| 12 |  $MS | MORGAN STANLEY | $24,721 | 1.7% | -1% | — |
| 13 |  $V | VISA INC. | $24,263 | 1.7% | +0% | 83.5 |
| 14 | — | J P MORGAN EXCHANGE TRADED FD | $23,031 | 1.6% | -5% | — |
| 15 | — | SCHWAB STRATEGIC TR INTL EQTY | $21,436 | 1.5% | +1% | — |
| 16 |  $META | Meta Platforms, Inc. | $19,425 | 1.4% | +1% | 80.9 |
| 17 |  $GS | GOLDMAN SACHS GROUP INC | $19,245 | 1.3% | +1% | — |
| 18 |  $WELL | WELLTOWER INC. | $18,803 | 1.3% | +2% | 75.7 |
| 19 | — | ISHARES INC CORE MSCI EMKT | $18,624 | 1.3% | +0% | — |
| 20 |  $NFLX | NETFLIX INC | $18,383 | 1.3% | +12% | 86.7 |
| 21 |  $LLY | ELI LILLY & Co | $17,560 | 1.2% | +5% | 89.3 |
| 22 |  $ICE | Intercontinental Exchange, Inc. | $15,666 | 1.1% | -1% | 73.8 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $15,405 | 1.1% | -3% | 64.5 |
| 24 |  $CW | CURTISS WRIGHT CORP | $15,152 | 1.1% | -2% | 70.7 |
| 25 |  $NVDA | NVIDIA CORP | $15,017 | 1.1% | -2% | 90.2 |
| 26 | — | J P MORGAN EXCHANGE TRADED FD | $14,668 | 1.0% | -2% | — |
| 27 | — | SPDR SERIES TRUST STATE STREET | $13,796 | 1.0% | -6% | — |
| 28 | $GOOG | Alphabet Inc. | $13,389 | 0.9% | -6% | 80.2 |
| 29 |  $SPY | SPDR S&P 500 ETF TRUST | $13,052 | 0.9% | -2% | — |
| 30 | — | SCHWAB STRATEGIC TR US SML CAP | $12,770 | 0.9% | +0% | — |
| 31 |  $QXO | QXO, Inc. | $12,609 | 0.9% | +6% | 53.5 |
| 32 | — | ISHARES TR ISHARES BIOTECH | $12,497 | 0.9% | +0% | — |
| 33 |  $HD | HOME DEPOT, INC. | $11,978 | 0.8% | -44% | 69.2 |
| 34 |  $GFS | GLOBALFOUNDRIES Inc. | $11,954 | 0.8% | NEW | — |
| 35 |  $BX | Blackstone Inc. | $11,730 | 0.8% | +3% | 68 |
| 36 | — | SPDR SERIES TRUST STATE STREET | $11,431 | 0.8% | +11% | — |
| 37 |  $JNJ | JOHNSON & JOHNSON | $11,387 | 0.8% | -1% | 72.8 |
| 38 |  $UNH | UNITEDHEALTH GROUP INC | $11,259 | 0.8% | -3% | 66.8 |
| 39 |  $SHW | SHERWIN WILLIAMS CO | $11,056 | 0.8% | +0% | 65.3 |
| 40 |  $DHR | DANAHER CORP /DE/ | $10,818 | 0.8% | +2% | 63.9 |
| 41 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $10,817 | 0.8% | +1% | 74.4 |
| 42 | — | J P MORGAN EXCHANGE TRADED FD | $10,603 | 0.7% | +1% | — |
| 43 | — | FIRST TR EXCHANGE-TRADED FD II | $10,248 | 0.7% | +1% | — |
| 44 |  $BKNG | Booking Holdings Inc. | $10,206 | 0.7% | +2% | 55.3 |
| 45 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $10,181 | 0.7% | -3% | 48 |
| 46 |  $SYK | STRYKER CORP | $10,051 | 0.7% | +0% | 69.8 |
| 47 | — | J P MORGAN EXCHANGE TRADED FD | $10,000 | 0.7% | +0% | — |
| 48 |  $VMC | Vulcan Materials CO | $9,842 | 0.7% | -0% | 66.6 |
| 49 | — | SPDR SERIES TRUST STATE STREET | $9,783 | 0.7% | +13% | — |
| 50 |  $SPGI | S&P Global Inc. | $9,737 | 0.7% | NEW | 79.4 |
| 51 |  $EVR | Evercore Inc. | $9,530 | 0.7% | +4% | 76.1 |
| 52 |  $RSG | REPUBLIC SERVICES, INC. | $9,515 | 0.7% | +0% | 72 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $9,380 | 0.7% | -8% | 67 |
| 54 |  $SOLV | Solventum Corp | $9,252 | 0.7% | +60% | 55.7 |
| 55 |  $MNST | Monster Beverage Corp | $8,896 | 0.6% | +1% | 77 |
| 56 |  $DIS | Walt Disney Co | $8,882 | 0.6% | -0% | 68.9 |
| 57 |  $PG | PROCTER & GAMBLE Co | $8,739 | 0.6% | -1% | 72.9 |
| 58 |  $VRSK | Verisk Analytics, Inc. | $8,572 | 0.6% | -4% | 77.3 |
| 59 |  $WCN | Waste Connections, Inc. | $8,425 | 0.6% | -0% | — |
| 60 |  $WMT | Walmart Inc. | $7,714 | 0.5% | -3% | 63.2 |
| 61 |  $ABBV | AbbVie Inc. | $7,595 | 0.5% | +2% | 59.3 |
| 62 | — | ISHARES TR CORE INTL AGGR | $7,198 | 0.5% | +6% | — |
| 63 |  $TJX | TJX COMPANIES INC /DE/ | $7,141 | 0.5% | -2% | 70.7 |
| 64 |  $PEP | PEPSICO INC | $7,137 | 0.5% | -3% | 62.7 |
| 65 |  $SPOT | Spotify Technology S.A. | $6,900 | 0.5% | -1% | — |
| 66 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $6,725 | 0.5% | -8% | 63.7 |
| 67 |  $NOW | ServiceNow, Inc. | $6,697 | 0.5% | +19% | 76 |
| 68 |  $ADSK | Autodesk, Inc. | $6,653 | 0.5% | +1% | 76.4 |
| 69 | — | J P MORGAN EXCHANGE TRADED FD | $6,401 | 0.5% | +5% | — |
| 70 | — | SELECT SECTOR SPDR TR STATE ST | $5,927 | 0.4% | -0% | — |
| 71 |  $PANW | Palo Alto Networks Inc | $5,669 | 0.4% | -2% | 66.5 |
| 72 | — | FIRST TR EXCHANGE-TRADED FD IV | $5,621 | 0.4% | +0% | — |
| 73 |  $MCD | MCDONALDS CORP | $5,231 | 0.4% | -5% | 73.9 |
| 74 |  $XOM | EXXON MOBIL CORP | $5,127 | 0.4% | -4% | 61.8 |
| 75 | — | SCHWAB STRATEGIC TR US REIT ET | $4,925 | 0.3% | +2% | — |
| 76 |  $HSY | HERSHEY CO | $4,924 | 0.3% | +9% | 59.4 |
| 77 |  $CME | CME GROUP INC. | $4,762 | 0.3% | -2% | 74.5 |
| 78 | — | GRANITESHARES ETF TR BBG COMMD | $4,708 | 0.3% | +2% | — |
| 79 | — | ISHARES TR RUSSELL 2000 ETF | $4,518 | 0.3% | -0% | — |
| 80 | $GS | GOLDMAN SACHS GROUP INC | $4,344 | 0.3% | -2% | — |
| 81 |  $GLW | CORNING INC /NY | $4,180 | 0.3% | -6% | 72.7 |
| 82 | — | FIRST TR EXCH TRADED FD III PF | $4,176 | 0.3% | +15% | — |
| 83 |  $DGX | QUEST DIAGNOSTICS INC | $4,140 | 0.3% | +1% | 69.1 |
| 84 | — | LVMH MOET HENNESSY LOUIS ADR | $4,108 | 0.3% | +2% | — |
| 85 | — | CONSTELLATION SOFTWARE INC COM | $4,004 | 0.3% | -8% | — |
| 86 |  $INTU | INTUIT INC. | $3,545 | 0.3% | -65% | 82 |
| 87 |  $CRH | CRH PUBLIC LTD CO | $3,500 | 0.2% | -0% | — |
| 88 |  $HON | HONEYWELL INTERNATIONAL INC | $3,494 | 0.2% | +1% | 65.7 |
| 89 |  $AMT | AMERICAN TOWER CORP /MA/ | $3,421 | 0.2% | -5% | 69.8 |
| 90 | — | ISHARES TR CORE S&P500 ETF | $3,402 | 0.2% | -0% | — |
| 91 | — | SPDR SERIES TRUST STATE STREET | $3,385 | 0.2% | +4% | — |
| 92 | — | AMPLIFY ETF TR AMPLIFY CYBERSE | $3,304 | 0.2% | -4% | — |
| 93 | $IVZ | Invesco Ltd. | $3,296 | 0.2% | +3% | — |
| 94 |  $TEL | TE Connectivity plc | $3,124 | 0.2% | -1% | — |
| 95 | — | SELECT SECTOR SPDR TR STATE ST | $3,121 | 0.2% | -6% | — |
| 96 |  $APD | Air Products & Chemicals, Inc. | $3,046 | 0.2% | +18% | 41.2 |
| 97 |  $ROL | ROLLINS INC | $3,036 | 0.2% | +2% | 73.2 |
| 98 | — | ISHARES TR MSCI EAFE ETF | $2,947 | 0.2% | -1% | — |
| 99 |  $MDT | Medtronic plc | $2,772 | 0.2% | -1% | — |
| 100 |  $COF | CAPITAL ONE FINANCIAL CORP | $2,679 | 0.2% | -4% | 71 |
| 101 |  $CTAS | CINTAS CORP | $2,632 | 0.2% | +3% | 76.3 |
| 102 | — | VANGUARD TAX-MANAGED FDS VAN F | $2,544 | 0.2% | -2% | — |
| 103 |  $EQIX | EQUINIX INC | $2,400 | 0.2% | -2% | 61.4 |
| 104 | — | NINTENDO LTD UNSPON ADS | $2,248 | 0.2% | +28% | — |
| 105 |  $WSO | WATSCO INC | $2,174 | 0.1% | -2% | 58.9 |
| 106 | — | ISHARES TR RUS MID CAP ETF | $2,144 | 0.1% | -0% | — |
| 107 |  $SYY | SYSCO CORP | $2,084 | 0.1% | -1% | 58.4 |
| 108 | — | SCHWAB STRATEGIC TR US LCAP GR | $2,011 | 0.1% | +0% | — |
| 109 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $1,972 | 0.1% | +1% | 77.6 |
| 110 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1,830 | 0.1% | -50% | 60.5 |
| 111 |  $BAC | BANK OF AMERICA CORP /DE/ | $1,826 | 0.1% | -2% | 68.4 |
| 112 |  $AMGN | AMGEN INC | $1,788 | 0.1% | -4% | 79.5 |
| 113 |  $GLD | SPDR GOLD TRUST | $1,759 | 0.1% | -1% | — |
| 114 |  $NKE | NIKE, Inc. | $1,733 | 0.1% | -0% | 53.4 |
| 115 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1,594 | 0.1% | -3% | 77.9 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $1,573 | 0.1% | -0% | 72.3 |
| 117 | — | VANGUARD INDEX FDS MID CAP ETF | $1,540 | 0.1% | -1% | — |
| 118 |  $DD | DuPont de Nemours, Inc. | $1,514 | 0.1% | +2% | 31.1 |
| 119 |  $ROP | ROPER TECHNOLOGIES INC | $1,464 | 0.1% | -81% | 72.2 |
| 120 | — | VANGUARD INTL EQUITY INDEX FDS | $1,463 | 0.1% | -3% | — |
| 121 | — | ISHARES TR RUS 2000 GRW ETF | $1,449 | 0.1% | -0% | — |
| 122 | — | SPDR SERIES TRUST STATE STREET | $1,438 | 0.1% | -7% | — |
| 123 |  $APH | AMPHENOL CORP /DE/ | $1,434 | 0.1% | -3% | 80.5 |
| 124 |  $ABT | ABBOTT LABORATORIES | $1,421 | 0.1% | -0% | 67 |
| 125 | — | SELECT SECTOR SPDR TR STATE ST | $1,392 | 0.1% | -1% | — |
| 126 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1,389 | 0.1% | +1% | — |
| 127 | — | ISHARES TR RUS 1000 GRW ETF | $1,388 | 0.1% | -1% | — |
| 128 |  $HLI | HOULIHAN LOKEY, INC. | $1,373 | 0.1% | -15% | 67.3 |
| 129 |  $CAT | CATERPILLAR INC | $1,341 | 0.1% | +0% | 67.8 |
| 130 | — | VANGUARD INDEX FDS LARGE CAP E | $1,316 | 0.1% | -5% | — |
| 131 |  $LMT | LOCKHEED MARTIN CORP | $1,298 | 0.1% | -67% | 65 |
| 132 | — | VANGUARD INDEX FDS TOTAL STK M | $1,235 | 0.1% | -5% | — |
| 133 | — | VANGUARD INTL EQUITY INDEX FDS | $1,226 | 0.1% | +0% | — |
| 134 | — | SELECT SECTOR SPDR TR STATE ST | $1,141 | 0.1% | -12% | — |
| 135 |  $GE | GENERAL ELECTRIC CO | $1,119 | 0.1% | -1% | 74.8 |
| 136 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $1,090 | 0.1% | +22% | 63.7 |
| 137 |  $RTX | RTX Corp | $1,069 | 0.1% | +18% | 70 |
| 138 | — | ISHARES TR CORE S&P MCP ETF | $1,069 | 0.1% | -1% | — |
| 139 |  $VRSN | VERISIGN INC/CA | $1,057 | 0.1% | -4% | 71.6 |
| 140 |  $CCZ | COMCAST CORP | $1,032 | 0.1% | +6% | 70.4 |
| 141 | — | VANGUARD WORLD FD INF TECH ETF | $1,019 | 0.1% | -2% | — |
| 142 | — | ISHARES TR MSCI EMG MKT ETF | $945 | 0.1% | -1% | — |
| 143 | — | ISHARES TR SELECT DIVID ETF | $936 | 0.1% | +0% | — |
| 144 |  $IAU | ISHARES GOLD TRUST | $916 | 0.1% | -1% | — |
| 145 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $911 | 0.1% | -0% | 70.8 |
| 146 | — | VANGUARD SPECIALIZED FUNDS DIV | $902 | 0.1% | +1% | — |
| 147 |  $KO | COCA COLA CO | $880 | 0.1% | -4% | 74 |
| 148 | — | ISHARES TR RUS MD CP GR ETF | $855 | 0.1% | +0% | — |
| 149 |  $CSX | CSX CORP | $841 | 0.1% | -0% | 66.4 |
| 150 | — | VANGUARD INDEX FDS S&P 500 ETF | $828 | 0.1% | +5% | — |
| 151 |  $TXN | TEXAS INSTRUMENTS INC | $827 | 0.1% | -3% | 70.4 |
| 152 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $802 | 0.1% | +0% | — |
| 153 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $799 | 0.1% | -1% | 76.6 |
| 154 | — | SPDR INDEX SHS FDS MSCI EMRG M | $797 | 0.1% | -3% | — |
| 155 |  $NOTV | Inotiv, Inc. | $778 | 0.1% | -24% | 29.3 |
| 156 | — | ISHARES TR CORE UNIVRSL USD | $771 | 0.1% | +0% | — |
| 157 |  $MRK | Merck & Co., Inc. | $766 | 0.1% | -13% | 70.9 |
| 158 |  $ORCL | ORACLE CORP | $764 | 0.1% | -15% | 67.2 |
| 159 |  $TT | Trane Technologies plc | $758 | 0.1% | +4% | — |
| 160 | — | SCHWAB STRATEGIC TR FUNDAMENTA | $752 | 0.1% | -8% | — |
| 161 |  $VLO | VALERO ENERGY CORP/TX | $750 | 0.1% | -4% | 51.4 |
| 162 |  $WFC | WELLS FARGO & COMPANY/MN | $747 | 0.1% | -12% | — |
| 163 |  $UNP | UNION PACIFIC CORP | $726 | 0.1% | -3% | 74 |
| 164 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $725 | 0.1% | -1% | 66.7 |
| 165 |  $GLDM | World Gold Trust | $723 | 0.1% | +3% | — |
| 166 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718 | 0.1% | +0% | 64.5 |
| 167 | — | SCHWAB STRATEGIC TR FUNDAMENTA | $700 | 0.1% | -2% | — |
| 168 | — | SCHWAB STRATEGIC TR US DIVIDEN | $696 | 0.1% | -1% | — |
| 169 | — | SPDR SERIES TRUST STATE STREET | $688 | 0.1% | -20% | — |
| 170 |  $ADM | Archer-Daniels-Midland Co | $675 | 0.1% | +0% | 49.4 |
| 171 |  $DE | DEERE & CO | $674 | 0.1% | -3% | 57.4 |
| 172 |  $CB | Chubb Ltd | $627 | 0.0% | -1% | — |
| 173 |  $INTC | INTEL CORP | $626 | 0.0% | -14% | 41.5 |
| 174 |  $MMM | 3M CO | $603 | 0.0% | -1% | 60.7 |
| 175 | — | SPDR DOW JONES INDL AVERAGE ET | $597 | 0.0% | +0% | — |
| 176 | — | ISHARES TR MSCI EAFE MIN VL | $586 | 0.0% | -1% | — |
| 177 |  $ADBE | ADOBE INC. | $585 | 0.0% | -28% | 80.4 |
| 178 |  $WM | WASTE MANAGEMENT INC | $581 | 0.0% | -1% | 70.7 |
| 179 | — | VANGUARD WORLD FD ESG US STK E | $567 | 0.0% | -0% | — |
| 180 |  $TRV | TRAVELERS COMPANIES, INC. | $555 | 0.0% | -10% | 71.5 |
| 181 | — | VANGUARD INDEX FDS SMALL CP ET | $549 | 0.0% | -1% | — |
| 182 |  $CVX | CHEVRON CORP | $544 | 0.0% | -2% | 54.7 |
| 183 |  $YUM | YUM BRANDS INC | $541 | 0.0% | -3% | 71.7 |
| 184 |  $AFL | AFLAC INC | $534 | 0.0% | +0% | 60.3 |
| 185 | — | ISHARES TR CORE MSCI EAFE | $510 | 0.0% | +2% | — |
| 186 | — | ISHARES EXPANDED TECH-SOFTWARE | $508 | 0.0% | NEW | — |
| 187 | — | ISHARES TR CORE S&P SCP ETF | $506 | 0.0% | -0% | — |
| 188 | — | ISHARES TR RUS 2000 VAL ETF | $503 | 0.0% | +0% | — |
| 189 |  $SBUX | STARBUCKS CORP | $486 | 0.0% | -4% | 54.6 |
| 190 |  $ITW | ILLINOIS TOOL WORKS INC | $479 | 0.0% | -2% | 71.2 |
| 191 |  $EOG | EOG RESOURCES INC | $475 | 0.0% | +0% | 71.1 |
| 192 |  $T | AT&T INC. | $463 | 0.0% | -16% | 71.9 |
| 193 | $GS | GOLDMAN SACHS GROUP INC | $452 | 0.0% | -0% | — |
| 194 |  $WEC | WEC ENERGY GROUP, INC. | $441 | 0.0% | +0% | 67 |
| 195 |  $MDLZ | Mondelez International, Inc. | $430 | 0.0% | -27% | 53.9 |
| 196 | — | ISHARES TR RUS MDCP VAL ETF | $429 | 0.0% | -0% | — |
| 197 | — | ISHARES INC MSCI GBL MIN VOL | $427 | 0.0% | +0% | — |
| 198 |  $SAMG | Silvercrest Asset Management Group Inc. | $425 | 0.0% | +0% | 32.5 |
| 199 |  $CI | Cigna Group | $425 | 0.0% | +0% | 66.8 |
| 200 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $425 | 0.0% | +0% | 65.3 |
| 201 | — | ISHARES TR ESG AW MSCI EAFE | $419 | 0.0% | -6% | — |
| 202 |  $TMUS | T-Mobile US, Inc. | $418 | 0.0% | -0% | 72.7 |
| 203 |  $VZ | VERIZON COMMUNICATIONS INC | $407 | 0.0% | -24% | 71.6 |
| 204 | — | SELECT SECTOR SPDR TR STATE ST | $405 | 0.0% | -9% | — |
| 205 | — | SCHWAB STRATEGIC TR EMRG MKTEQ | $404 | 0.0% | +3% | — |
| 206 |  $PGR | PROGRESSIVE CORP/OH/ | $395 | 0.0% | -0% | 83.6 |
| 207 | — | ISHARES TR U.S. ENERGY ETF | $394 | 0.0% | +0% | — |
| 208 | — | VANGUARD INDEX FDS GROWTH ETF | $393 | 0.0% | +0% | — |
| 209 | — | SCHWAB STRATEGIC TR US BRD MKT | $393 | 0.0% | -2% | — |
| 210 |  $ORLY | O REILLY AUTOMOTIVE INC | $382 | 0.0% | -2% | 72.7 |
| 211 | — | VANGUARD INDEX FDS VALUE ETF | $377 | 0.0% | -2% | — |
| 212 | — | SCHWAB STRATEGIC TR FUNDAMENTA | $376 | 0.0% | -2% | — |
| 213 |  $CRM | Salesforce, Inc. | $366 | 0.0% | -4% | 75.2 |
| 214 |  $NEE | NEXTERA ENERGY INC | $364 | 0.0% | -2% | 71.7 |
| 215 | — | J P MORGAN EXCHANGE TRADED FD | $352 | 0.0% | +17% | — |
| 216 | — | ISHARES TR RUS 1000 VAL ETF | $350 | 0.0% | +0% | — |
| 217 |  $BA | BOEING CO | $349 | 0.0% | +1% | 51.8 |
| 218 | — | VANGUARD INDEX FDS SM CP VAL E | $346 | 0.0% | +0% | — |
| 219 |  $Q | Qnity Electronics, Inc. | $346 | 0.0% | -21% | — |
| 220 | — | VANGUARD WHITEHALL FDS HIGH DI | $345 | 0.0% | +0% | — |
| 221 |  $ACN | Accenture plc | $345 | 0.0% | -37% | — |
| 222 |  $ECHO | EchoStar CORP | $344 | 0.0% | NEW | 29.5 |
| 223 | — | ISHARES TR CORE S&P TTL STK | $335 | 0.0% | -10% | — |
| 224 | — | VANGUARD INTL EQUITY INDEX FDS | $330 | 0.0% | -40% | — |
| 225 |  $SO | SOUTHERN CO | $326 | 0.0% | +0% | 65.1 |
| 226 | — | ISHARES INC MSCI EMERG MRKT | $323 | 0.0% | +0% | — |
| 227 |  $NUE | NUCOR CORP | $321 | 0.0% | +0% | 58.9 |
| 228 |  $CARR | CARRIER GLOBAL Corp | $317 | 0.0% | NEW | 61.5 |
| 229 |  $BN | BROOKFIELD Corp /ON/ | $316 | 0.0% | +0% | — |
| 230 | — | GLOBAL X FDS VDEO GAM ESPRT | $313 | 0.0% | +0% | — |
| 231 | $IVZ | Invesco Ltd. | $311 | 0.0% | +5% | — |
| 232 |  $CTVA | Corteva, Inc. | $309 | 0.0% | +1% | 48.4 |
| 233 |  $CL | COLGATE PALMOLIVE CO | $306 | 0.0% | -12% | 72.4 |
| 234 | — | ISHARES TR S&P 500 VAL ETF | $304 | 0.0% | +0% | — |
| 235 | — | VANGUARD WORLD FD HEALTH CAR E | $299 | 0.0% | +6% | — |
| 236 |  $TSLA | Tesla, Inc. | $293 | 0.0% | -8% | 50.1 |
| 237 |  $DRI | DARDEN RESTAURANTS INC | $289 | 0.0% | -26% | 68.6 |
| 238 |  $SHEL | Shell plc | $287 | 0.0% | +0% | — |
| 239 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $287 | 0.0% | +7% | — |
| 240 | — | PROFESIONALLY MANAGED PORTFOLI | $278 | 0.0% | +0% | — |
| 241 | — | SCHWAB STRATEGIC TR FUNDAMENTA | $277 | 0.0% | +0% | — |
| 242 |  $F | FORD MOTOR CO | $260 | 0.0% | -2% | 58.5 |
| 243 |  $WT | WisdomTree, Inc. | $246 | 0.0% | +0% | 62.9 |
| 244 | — | SCHWAB STRATEGIC TR US MID-CAP | $243 | 0.0% | +0% | — |
| 245 |  $NVT | nVent Electric plc | $242 | 0.0% | -4% | — |
| 246 | — | SELECT SECTOR SPDR TR STATE ST | $241 | 0.0% | +9% | — |
| 247 |  $FTV | Fortive Corp | $241 | 0.0% | -5% | 55.9 |
| 248 |  $YUMC | Yum China Holdings, Inc. | $235 | 0.0% | +0% | 65.2 |
| 249 |  $PFE | PFIZER INC | $226 | 0.0% | -4% | 69 |
| 250 |  $LOW | LOWES COMPANIES INC | $225 | 0.0% | -1% | 63.5 |
| 251 |  $EXPE | Expedia Group, Inc. | $224 | 0.0% | -2% | 65.7 |
| 252 |  $CBT | CABOT CORP | $223 | 0.0% | NEW | 56.5 |
| 253 | — | GOLDMAN SACHS ETF TR S&P 500 P | $223 | 0.0% | NEW | — |
| 254 | — | VANGUARD INTL EQUITY INDEX FDS | $221 | 0.0% | +10% | — |
| 255 | — | PROSHARES TR SP500 EX ENRGY | $217 | 0.0% | -6% | — |
| 256 |  $NTRS | NORTHERN TRUST CORP | $215 | 0.0% | +0% | 71.8 |
| 257 | — | SCHWAB STRATEGIC TR US LCAP VA | $214 | 0.0% | +0% | — |
| 258 | $IVZ | Invesco Ltd. | $209 | 0.0% | +0% | — |
| 259 |  $AON | Aon plc | $208 | 0.0% | +0% | — |
| 260 |  $AME | AMETEK INC/ | $207 | 0.0% | NEW | 74.2 |
| 261 |  $MRVL | Marvell Technology, Inc. | $201 | 0.0% | NEW | 77.3 |
| 262 | — | CLIFTON MNG CO COM | $4 | 0.0% | +0% | — |
New Positions (9)
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