Buttonwood Financial Advisors

Buttonwood Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 71 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 10.9 $13M 278k 46.44
Fidelity Covington Trust Msci Hlth Care I (FHLC) 7.1 $8.5M 132k 63.98
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 6.5 $7.7M 119k 64.91
Microsoft Corporation (MSFT) 6.1 $7.3M 30k 239.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.3 $6.3M 20k 308.90
Alphabet Cap Stk Cl A (GOOGL) 4.3 $5.1M 58k 88.23
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 3.2 $3.8M 64k 60.04
Meta Platforms Cl A (META) 2.3 $2.8M 23k 120.34
Visa Com Cl A (V) 2.3 $2.7M 13k 207.77
Exxon Mobil Corporation (XOM) 2.2 $2.7M 24k 110.30
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.2 $2.6M 106k 24.28
Microchip Technology (MCHP) 2.1 $2.5M 35k 70.25
Starbucks Corporation (SBUX) 2.0 $2.3M 24k 99.20
Canadian Natural Resources (CNQ) 1.9 $2.2M 40k 55.53
Home Depot (HD) 1.8 $2.1M 6.8k 315.84
Fiserv (FI) 1.7 $2.0M 20k 101.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $2.0M 24k 81.17
Emerson Electric (EMR) 1.6 $1.9M 20k 96.06
Walt Disney Company (DIS) 1.5 $1.8M 21k 86.88
American Express Company (AXP) 1.5 $1.8M 12k 147.75
Accenture Plc Ireland Shs Class A (ACN) 1.5 $1.7M 6.5k 266.84
Netflix (NFLX) 1.4 $1.7M 5.7k 294.88
McDonald's Corporation (MCD) 1.3 $1.5M 5.8k 263.52
Amazon (AMZN) 1.2 $1.4M 17k 84.00
Apple (AAPL) 1.2 $1.4M 11k 129.93
Procter & Gamble Company (PG) 1.1 $1.3M 8.5k 151.56
UnitedHealth (UNH) 1.0 $1.2M 2.3k 530.18
Bank of America Corporation (BAC) 1.0 $1.2M 36k 33.12
Lowe's Companies (LOW) 0.9 $1.1M 5.7k 199.24
Us Bancorp Del Com New (USB) 0.9 $1.1M 26k 43.61
CarMax (KMX) 0.9 $1.1M 18k 60.89
Booking Holdings (BKNG) 0.9 $1.1M 547.00 2015.28
3M Company (MMM) 0.9 $1.1M 9.2k 119.91
Roper Industries (ROP) 0.9 $1.0M 2.4k 432.09
BlackRock (BLK) 0.8 $990k 1.4k 708.41
Applied Materials (AMAT) 0.8 $973k 10k 97.38
American Tower Reit (AMT) 0.8 $944k 4.5k 211.87
eBay (EBAY) 0.7 $858k 21k 41.47
Coca-Cola Company (KO) 0.7 $857k 14k 63.61
United Parcel Service CL B (UPS) 0.7 $852k 4.9k 173.83
Schlumberger Com Stk (SLB) 0.7 $829k 16k 53.46
Pepsi (PEP) 0.7 $789k 4.4k 180.66
Markel Corporation (MKL) 0.6 $744k 565.00 1317.49
Intercontinental Exchange (ICE) 0.6 $734k 7.2k 102.59
Dominion Resources (D) 0.6 $734k 12k 61.32
JPMorgan Chase & Co. (JPM) 0.6 $716k 5.3k 134.09
Lockheed Martin Corporation (LMT) 0.6 $686k 1.4k 486.42
General Dynamics Corporation (GD) 0.5 $576k 2.3k 248.14
Ishares Tr Rus 1000 Etf (IWB) 0.4 $520k 2.5k 210.52
Paypal Holdings (PYPL) 0.4 $517k 7.3k 71.22
Automatic Data Processing (ADP) 0.4 $509k 2.1k 238.86
General Electric Com New (GE) 0.4 $507k 6.0k 83.80
Wal-Mart Stores (WMT) 0.4 $490k 3.5k 141.77
Nextera Energy (NEE) 0.4 $486k 5.8k 83.60
Pfizer (PFE) 0.4 $480k 9.4k 51.24
S&p Global (SPGI) 0.4 $448k 1.3k 334.94
Abbott Laboratories (ABT) 0.4 $429k 3.9k 109.80
Mccormick & Co Com Non Vtg (MKC) 0.4 $423k 5.1k 82.88
Duke Energy Corp Com New (DUK) 0.3 $386k 3.8k 102.99
Abbvie (ABBV) 0.3 $374k 2.3k 161.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $368k 1.5k 241.89
Nextera Energy Partners Com Unit Part In (NEP) 0.3 $326k 4.7k 70.09
Wells Fargo & Company (WFC) 0.3 $299k 7.2k 41.29
Boeing Company (BA) 0.2 $289k 1.5k 190.51
Genuine Parts Company (GPC) 0.2 $287k 1.7k 173.47
Charles Schwab Corporation (SCHW) 0.2 $285k 3.4k 83.26
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $273k 4.0k 68.45
Raytheon Technologies Corp (RTX) 0.2 $244k 2.4k 100.94
Mondelez Intl Cl A (MDLZ) 0.2 $242k 3.6k 66.65
Southern Company (SO) 0.2 $238k 3.3k 71.40
First Trust Enhanced Equity Income Fund (FFA) 0.2 $224k 14k 15.76