Chief Compliance Officer

0000950123-23-000254.txt : 20230119 0000950123-23-000254.hdr.sgml : 20230119 20230119132349 ACCESSION NUMBER: 0000950123-23-000254 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPLETON PARTNERS INC/MA CENTRAL INDEX KEY: 0001055290 IRS NUMBER: 042943177 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06694 FILM NUMBER: 23536860 BUSINESS ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 5TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6173380700 MAIL ADDRESS: STREET 1: ONE POST OFFICE SQUARE STREET 2: 5TH FLOOR CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001055290 XXXXXXXX 12-31-2022 12-31-2022 false APPLETON PARTNERS INC/MA

ONE POST OFFICE SQUARE 5TH FLOOR BOSTON MA 02109

13F HOLDINGS REPORT 028-06694 N Michael Howard Chief Compliance Officer (617) 338-0700 /s/ Michael Howard Boston MA 01-17-2023 0 295 1055625 false INFORMATION TABLE 2 20021.xml INFORMATION TABLE FOR FORM 13F 3M CO CS 88579Y101 550 4584 SH SOLE 0 0 0 ABBOTT LABORATORIES CS 002824100 2151 19595 SH SOLE 0 0 0 ABBVIE INC CS 00287Y109 7210 44613 SH SOLE 0 0 0 ACCENTURE PLC CS G1151C101 4742 17772 SH SOLE 0 0 0 ACTIVISION BLIZZARD INC CS 00507V109 992 12963 SH SOLE 0 0 0 ADOBE INC CS 00724F101 5589 16607 SH SOLE 0 0 0 AIR PRODUCTS AND CHEMICALS INC CS 009158106 536 1739 SH SOLE 0 0 0 AIRBNB INC CS 009066101 648 7582 SH SOLE 0 0 0 AKAMAI TECHNOLOGIES INC CS 00971T101 354 4196 SH SOLE 0 0 0 ALBEMARLE CORP CS 012653101 1675 7724 SH SOLE 0 0 0 ALEXANDRIA REAL ESTATE EQUITIE CS 015271109 3010 20663 SH SOLE 0 0 0 ALPHABET INC CS 02079K107 14167 159664 SH SOLE 0 0 0 ALPHABET INC CS 02079K305 6178 70017 SH SOLE 0 0 0 AMAZON.COM INC CS 023135106 17671 210368 SH SOLE 0 0 0 AMERICAN TOWER CORP CS 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406 5687 SH SOLE 0 0 0 SPDR DOW JONES INDUSTRIAL AVER CS 78467X109 309 933 SH SOLE 0 0 0 SPDR S&P OIL & GAS EXPLORATION CS 78468R556 3401 25028 SH SOLE 0 0 0 SPORTRADAR HOLDING AG CS H8088L103 389 39037 SH SOLE 0 0 0 STARBUCKS CORP CS 855244109 3719 37495 SH SOLE 0 0 0 STRYKER CORP CS 863667101 5310 21720 SH SOLE 0 0 0 SVB FINANCIAL GROUP CS 78486Q101 1324 5751 SH SOLE 0 0 0 SYSCO CORP CS 871829107 1557 20368 SH SOLE 0 0 0 T-MOBILE US INC CS 872590104 1687 12052 SH SOLE 0 0 0 TAIWAN SEMICONDUCTOR MANUFACTU CS 874039100 4394 58981 SH SOLE 0 0 0 TARGET CORP CS 87612E106 359 2409 SH SOLE 0 0 0 TE CONNECTIVITY LTD CS H84989104 1493 13008 SH SOLE 0 0 0 TESLA INC CS 88160R101 404 3279 SH SOLE 0 0 0 TEXAS INSTRUMENTS INC CS 882508104 1391 8422 SH SOLE 0 0 0 THERMO FISHER SCIENTIFIC INC CS 883556102 24868 45158 SH SOLE 0 0 0 TJX COS INC/THE CS 872540109 6208 77987 SH SOLE 0 0 0 TRANE TECHNOLOGIES PLC CS G8994E103 342 2033 SH SOLE 0 0 0 TRAVELERS COS INC/THE CS 89417E109 401 2141 SH SOLE 0 0 0 UNION PACIFIC CORP CS 907818108 1748 8440 SH SOLE 0 0 0 UNITED PARCEL SERVICE INC CS 911312106 223 1282 SH SOLE 0 0 0 UNITEDHEALTH GROUP INC CS 91324P102 16035 30245 SH SOLE 0 0 0 VALE SA CS 91912E105 178 10475 SH SOLE 0 0 0 VALERO ENERGY CORP CS 91913Y100 2252 17752 SH SOLE 0 0 0 VANGUARD REAL ESTATE ETF CS 922908553 245 2975 SH SOLE 0 0 0 VERISIGN INC CS 92343E102 2573 12526 SH SOLE 0 0 0 VERIZON COMMUNICATIONS INC CS 92343V104 2649 67232 SH SOLE 0 0 0 VERTEX PHARMACEUTICALS INC CS 92532F100 1468 5083 SH SOLE 0 0 0 VISA INC CS 92826C839 23923 115146 SH SOLE 0 0 0 VULCAN MATERIALS CO CS 929160109 5680 32434 SH SOLE 0 0 0 WALMART INC CS 931142103 3159 22283 SH SOLE 0 0 0 WALT DISNEY CO/THE CS 254687106 6116 70401 SH SOLE 0 0 0 WASTE CONNECTIONS INC CS 94106B101 3545 26740 SH SOLE 0 0 0 WASTE MANAGEMENT INC CS 94106L109 585 3727 SH SOLE 0 0 0 WATSCO INC CS 942622200 3303 13243 SH SOLE 0 0 0 WEC ENERGY GROUP INC CS 92939U106 455 4857 SH SOLE 0 0 0 WELLS FARGO & CO CS 949746101 935 22641 SH SOLE 0 0 0 WELLTOWER INC CS 95040Q104 537 8193 SH SOLE 0 0 0 WESTINGHOUSE AIR BRAKE TECHNOL CS 929740108 1549 15518 SH SOLE 0 0 0 WORKDAY INC CS 98138H101 713 4264 SH SOLE 0 0 0 XYLEM INC/NY CS 98419M100 2709 24498 SH SOLE 0 0 0 YUM CHINA HOLDINGS INC CS 98850P109 354 6483 SH SOLE 0 0 0 YUM! BRANDS INC CS 988498101 922 7195 SH SOLE 0 0 0 ZEBRA TECHNOLOGIES CORP CS 989207105 665 2592 SH SOLE 0 0 0 ZOETIS INC CS 98978V103 13359 91155 SH SOLE 0 0 0 CONSUMER DISCRETIONARY SELECT ETF 81369Y407 625 4836 SH SOLE 0 0 0 CONSUMER STAPLES SELECT SECTOR ETF 81369Y308 468 6280 SH SOLE 0 0 0 FINANCIAL SELECT SECTOR SPDR F ETF 81369Y605 976 28528 SH SOLE 0 0 0 FIRST TRUST NASDAQ CLEAN EDGE ETF 33733E500 414 8777 SH SOLE 0 0 0 FIRST TRUST NORTH AMERICAN ENE ETF 33738D101 3816 142990 SH SOLE 0 0 0 GLOBAL X US PREFERRED ETF ETF 37954Y657 2684 138553 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA INTER ETF 381430107 12408 431135 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA U.S. ETF 381430503 36732 482484 SH SOLE 0 0 0 GOLDMAN SACHS JUST US LARGE CA ETF 381430396 429 7763 SH SOLE 0 0 0 GRANITESHARES BLOOMBERG COMMOD ETF 38747R108 2956 131426 SH SOLE 0 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 1051 7740 SH SOLE 0 0 0 INDEXIQ ETF TRUST - IQ HEDGE M ETF 45409B107 1879 66028 SH SOLE 0 0 0 INDUSTRIAL SELECT SECTOR SPDR ETF 81369Y704 325 3305 SH SOLE 0 0 0 INVESCO FINANCIAL PREFERRED ET ETF 46137V621 1373 95325 SH SOLE 0 0 0 INVESCO QQQ TRUST SERIES 1 ETF 46090E103 835 3135 SH SOLE 0 0 0 INVESCO S&P 500 LOW VOLATILITY ETF 46138E354 220 3445 SH SOLE 0 0 0 INVESCO SENIOR LOAN ETF ETF 46138G508 2681 130611 SH SOLE 0 0 0 ISHARES 1-3 YEAR TREASURY BOND ETF 464287457 296 3642 SH SOLE 0 0 0 ISHARES CORE INTERNATIONAL AGG ETF 46435G672 4831 101603 SH SOLE 0 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 373 6052 SH SOLE 0 0 0 ISHARES CORE MSCI EMERGING MAR ETF 46434G103 9391 201083 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 1954 5087 SH SOLE 0 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 803 3319 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF ETF 464287804 431 4550 SH SOLE 0 0 0 ISHARES CORE S&P U.S. VALUE ET ETF 464287663 243 3447 SH SOLE 0 0 0 ISHARES CORE U.S. AGGREGATE BO ETF 464287226 497 5121 SH SOLE 0 0 0 ISHARES ESG AWARE MSCI USA SMA ETF 46435U663 220 6693 SH SOLE 0 0 0 ISHARES GOLD TRUST ETF 464285204 306 8841 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF ETF 464287465 1817 27674 SH SOLE 0 0 0 ISHARES MSCI EAFE MIN VOL FACT ETF 46429B689 864 13585 SH SOLE 0 0 0 ISHARES MSCI EMERGING MARKETS ETF 464287234 810 21375 SH SOLE 0 0 0 ISHARES MSCI GLOBAL MIN VOL FA ETF 464286525 482 5075 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL FACTO ETF 46429B697 393 5453 SH SOLE 0 0 0 ISHARES MSCI USA VALUE FACTOR ETF 46432F388 310 3400 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ET ETF 464287614 696 3248 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 4584 26291 SH SOLE 0 0 0 ISHARES RUSSELL 2000 GROWTH ET ETF 464287648 703 3277 SH SOLE 0 0 0 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 527 3798 SH SOLE 0 0 0 ISHARES RUSSELL 3000 ETF ETF 464287689 289 1310 SH SOLE 0 0 0 ISHARES RUSSELL MID-CAP ETF ETF 464287499 2004 29713 SH SOLE 0 0 0 ISHARES RUSSELL MID-CAP GROWTH ETF 464287481 562 6724 SH SOLE 0 0 0 ISHARES RUSSELL MID-CAP VALUE ETF 464287473 277 2627 SH SOLE 0 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 244 1684 SH SOLE 0 0 0 ISHARES S&P MID-CAP 400 VALUE ETF 464287705 203 2012 SH SOLE 0 0 0 ISHARES TRUST ISHARES ESG AWAR ETF 46435G516 375 5710 SH SOLE 0 0 0 ISHARES U.S. ENERGY ETF ETF 464287796 309 6639 SH SOLE 0 0 0 JPMORGAN DIVERSIFIED RETURN US ETF 46641Q886 7157 85029 SH SOLE 0 0 0 JPMORGAN DIVERSIFIED RETURN US ETF 46641Q845 6473 167098 SH SOLE 0 0 0 JPMORGAN EQUITY PREMIUM INCOME ETF 46641Q332 2938 53913 SH SOLE 0 0 0 JPMORGAN ULTRA-SHORT INCOME ET ETF 46641Q837 53162 1060478 SH SOLE 0 0 0 JPMORGAN ULTRA-SHORT MUNICIPAL ETF 46641Q654 12778 252851 SH SOLE 0 0 0 MATERIALS SELECT SECTOR SPDR F ETF 81369Y100 264 3392 SH SOLE 0 0 0 SCHWAB EMERGING MARKETS EQUITY ETF 808524706 273 11513 SH SOLE 0 0 0 SCHWAB FUNDAMENTAL EMERGING MA ETF 808524730 229 9261 SH SOLE 0 0 0 SCHWAB FUNDAMENTAL INTERNATION ETF 808524755 484 16636 SH SOLE 0 0 0 SCHWAB FUNDAMENTAL U.S. LARGE ETF 808524771 586 10957 SH SOLE 0 0 0 SCHWAB FUNDAMENTAL U.S. SMALL ETF 808524763 330 7054 SH 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PORTFOLIO AGGREGATE BOND ETF 78464A649 5776 229850 SH SOLE 0 0 0 SPDR PORTFOLIO INTERMEDIATE TE ETF 78464A375 6141 192917 SH SOLE 0 0 0 SPDR S&P 400 MID CAP VALUE ETF ETF 78464A839 278 4290 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 10792 28221 SH SOLE 0 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 790 6313 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST ETF 78467Y107 523 1181 SH SOLE 0 0 0 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 1297 10425 SH SOLE 0 0 0 US DIVERSIFIED REAL ESTATE ETF ETF 26922A511 319 11375 SH SOLE 0 0 0 UTILITIES SELECT SECTOR SPDR F ETF 81369Y886 3232 45848 SH SOLE 0 0 0 VANGUARD COMMUNICATION SERVICE ETF 92204A884 606 7370 SH SOLE 0 0 0 VANGUARD DIVIDEND APPRECIATION ETF 921908844 593 3905 SH SOLE 0 0 0 VANGUARD ESG INTERNATIONAL STO ETF 921910725 271 5519 SH SOLE 0 0 0 VANGUARD ESG US STOCK ETF ETF 921910733 449 6815 SH SOLE 0 0 0 VANGUARD FTSE ALL-WORLD EX-US ETF 922042775 1256 25049 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKET ETF 921943858 2435 58020 SH SOLE 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF 922042858 976 25026 SH SOLE 0 0 0 VANGUARD GROWTH ETF ETF 922908736 245 1148 SH SOLE 0 0 0 VANGUARD HIGH DIVIDEND YIELD E ETF 921946406 296 2739 SH SOLE 0 0 0 VANGUARD MID-CAP ETF ETF 922908629 2230 10944 SH SOLE 0 0 0 VANGUARD S&P 500 ETF ETF 922908363 203 577 SH SOLE 0 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 423 2304 SH SOLE 0 0 0 VANGUARD SMALL-CAP VALUE ETF ETF 922908611 302 1899 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ET ETF 922908769 499 2612 SH SOLE 0 0 0 VANGUARD VALUE ETF ETF 922908744 294 2091 SH SOLE 0 0 0