Buttonwood Financial Advisors

Buttonwood Financial Advisors as of March 31, 2023

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 71 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 10.3 $13M 281k 47.15
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 7.2 $9.2M 125k 73.83
Microsoft Corporation (MSFT) 6.8 $8.8M 30k 288.30
Fidelity Covington Trust Msci Hlth Care I (FHLC) 6.3 $8.1M 132k 61.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.9 $6.3M 20k 308.77
Alphabet Cap Stk Cl A (GOOGL) 4.9 $6.3M 61k 103.73
Meta Platforms Cl A (META) 3.7 $4.8M 23k 211.94
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 3.3 $4.3M 65k 66.73
Microchip Technology (MCHP) 2.4 $3.1M 37k 83.78
Visa Com Cl A (V) 2.3 $2.9M 13k 225.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.1 $2.7M 106k 25.48
Exxon Mobil Corporation (XOM) 2.1 $2.7M 24k 109.66
Amazon (AMZN) 1.8 $2.3M 23k 103.29
Starbucks Corporation (SBUX) 1.8 $2.3M 22k 104.13
Canadian Natural Resources (CNQ) 1.7 $2.2M 41k 55.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.7 $2.2M 27k 82.16
Fiserv (FI) 1.7 $2.2M 19k 113.03
Walt Disney Company (DIS) 1.6 $2.1M 21k 100.13
Home Depot (HD) 1.5 $2.0M 6.7k 295.10
American Express Company (AXP) 1.5 $1.9M 11k 164.95
Accenture Plc Ireland Shs Class A (ACN) 1.4 $1.8M 6.5k 285.83
Emerson Electric (EMR) 1.4 $1.8M 20k 87.14
Netflix (NFLX) 1.4 $1.7M 5.1k 345.48
Apple (AAPL) 1.3 $1.7M 11k 164.90
McDonald's Corporation (MCD) 1.2 $1.6M 5.7k 279.63
3M Company (MMM) 1.2 $1.5M 14k 105.11
Booking Holdings (BKNG) 1.0 $1.3M 500.00 2652.41
Procter & Gamble Company (PG) 1.0 $1.2M 8.4k 148.69
Applied Materials (AMAT) 0.9 $1.2M 9.9k 122.83
CarMax (KMX) 0.9 $1.2M 18k 64.28
Lowe's Companies (LOW) 0.9 $1.1M 5.6k 199.97
UnitedHealth (UNH) 0.8 $1.1M 2.3k 472.59
Roper Industries (ROP) 0.8 $1.0M 2.3k 440.69
Bank of America Corporation (BAC) 0.8 $1.0M 36k 28.60
Dominion Resources (D) 0.8 $983k 18k 55.91
Us Bancorp Del Com New (USB) 0.7 $951k 26k 36.05
United Parcel Service CL B (UPS) 0.7 $943k 4.9k 194.00
BlackRock 0.7 $933k 1.4k 668.91
eBay (EBAY) 0.7 $916k 21k 44.37
American Tower Reit (AMT) 0.7 $889k 4.4k 204.34
Coca-Cola Company (KO) 0.6 $832k 13k 62.03
Pepsi (PEP) 0.6 $792k 4.3k 182.30
Intercontinental Exchange (ICE) 0.6 $761k 7.3k 104.29
Schlumberger Com Stk (SLB) 0.6 $758k 15k 49.10
Markel Corporation (MKL) 0.6 $721k 564.00 1277.41
JPMorgan Chase & Co. (JPM) 0.5 $696k 5.3k 130.32
Lockheed Martin Corporation (LMT) 0.5 $656k 1.4k 472.70
Paypal Holdings (PYPL) 0.4 $559k 7.4k 75.94
Ishares Tr Rus 1000 Etf (IWB) 0.4 $553k 2.5k 225.23
General Dynamics Corporation (GD) 0.4 $520k 2.3k 228.24
General Electric Com New (GE) 0.4 $517k 5.4k 95.59
Wal-Mart Stores (WMT) 0.4 $510k 3.5k 147.47
S&p Global (SPGI) 0.4 $471k 1.4k 344.78
Automatic Data Processing (ADP) 0.4 $468k 2.1k 222.63
Mccormick & Co Com Non Vtg (MKC) 0.3 $424k 5.1k 83.20
Nextera Energy (NEE) 0.3 $422k 5.5k 77.08
Abbott Laboratories (ABT) 0.3 $396k 3.9k 101.27
Charles Schwab Corporation (SCHW) 0.3 $395k 7.5k 52.38
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $387k 1.5k 250.16
Pfizer (PFE) 0.3 $382k 9.4k 40.80
Abbvie (ABBV) 0.3 $369k 2.3k 159.39
Duke Energy Corp Com New (DUK) 0.3 $362k 3.8k 96.47
Ares Management Corporation Cl A Com Stk (ARES) 0.3 $332k 4.0k 83.45
Boeing Company (BA) 0.2 $320k 1.5k 212.46
Nextera Energy Partners Com Unit Part In (NEP) 0.2 $283k 4.7k 60.75
Genuine Parts Company (GPC) 0.2 $277k 1.7k 167.27
Mondelez Intl Cl A (MDLZ) 0.2 $253k 3.6k 69.72
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $250k 561.00 444.67
Raytheon Technologies Corp (RTX) 0.2 $237k 2.4k 97.95
First Trust Enhanced Equity Income Fund (FFA) 0.2 $235k 14k 16.52
Southern Company (SO) 0.2 $232k 3.3k 69.58