Buttonwood Financial Advisors

Buttonwood Financial Advisors as of March 31, 2024

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 103 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 8.2 $18M 195k 89.90
Microsoft Corporation (MSFT) 5.9 $13M 30k 420.72
Fidelity Covington Trust Msci Hlth Care I (FHLC) 5.6 $12M 171k 69.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $9.8M 23k 420.51
Alphabet Cap Stk Cl A (GOOGL) 4.5 $9.7M 64k 150.93
Meta Platforms Cl A (META) 4.4 $9.4M 19k 485.57
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.0 $8.5M 187k 45.31
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.1 $6.6M 139k 47.44
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 2.1 $4.6M 75k 60.78
Visa Com Cl A (V) 2.1 $4.5M 16k 279.08
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $4.4M 54k 81.78
Amazon (AMZN) 2.0 $4.3M 24k 180.38
Microchip Technology (MCHP) 1.9 $4.1M 45k 89.71
Markel Corporation (MKL) 1.8 $3.9M 2.6k 1521.27
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.8 $3.8M 47k 81.53
Canadian Natural Resources (CNQ) 1.7 $3.7M 48k 76.32
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $3.6M 20k 182.61
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.6 $3.3M 104k 31.95
Exxon Mobil Corporation (XOM) 1.5 $3.3M 28k 116.24
Walt Disney Company (DIS) 1.5 $3.2M 26k 122.36
Charles Schwab Corporation (SCHW) 1.5 $3.2M 44k 72.34
Kenvue (KVUE) 1.4 $2.9M 136k 21.46
Arrow Electronics (ARW) 1.3 $2.7M 21k 129.46
Emerson Electric (EMR) 1.3 $2.7M 24k 113.42
Home Depot (HD) 1.3 $2.7M 7.0k 383.61
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.6M 23k 115.30
Apple (AAPL) 1.2 $2.6M 15k 171.48
Applied Materials (AMAT) 1.2 $2.5M 12k 206.23
American Express Company (AXP) 1.2 $2.5M 11k 227.69
Starbucks Corporation (SBUX) 1.1 $2.3M 25k 91.39
Fiserv (FI) 1.1 $2.3M 14k 159.82
Accenture Plc Ireland Shs Class A (ACN) 1.0 $2.1M 6.2k 346.61
3M Company (MMM) 0.9 $1.9M 18k 106.07
Vanguard World Mega Cap Index (MGC) 0.8 $1.8M 9.5k 186.88
Booking Holdings (BKNG) 0.8 $1.6M 449.00 3631.42
McDonald's Corporation (MCD) 0.8 $1.6M 5.7k 281.95
Lowe's Companies (LOW) 0.7 $1.5M 5.9k 254.73
CarMax (KMX) 0.7 $1.5M 17k 87.11
Pepsi (PEP) 0.7 $1.4M 8.2k 175.01
Procter & Gamble Company (PG) 0.7 $1.4M 8.8k 162.25
Bank of America Corporation (BAC) 0.6 $1.3M 34k 37.92
Netflix (NFLX) 0.6 $1.3M 2.1k 607.34
BlackRock 0.6 $1.2M 1.5k 833.42
Lockheed Martin Corporation (LMT) 0.6 $1.2M 2.6k 454.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.2M 19k 60.74
JPMorgan Chase & Co. (JPM) 0.5 $1.2M 5.8k 200.28
UnitedHealth (UNH) 0.5 $1.1M 2.1k 494.82
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.4k 732.51
General Electric Com New (GE) 0.5 $1.0M 5.8k 175.54
Dominion Resources (D) 0.5 $1.0M 20k 49.19
Intercontinental Exchange (ICE) 0.4 $925k 6.7k 137.44
American Tower Reit (AMT) 0.4 $889k 4.5k 197.59
Schlumberger Com Stk (SLB) 0.4 $847k 16k 54.81
Williams-Sonoma (WSM) 0.4 $774k 2.4k 317.56
Coca-Cola Company (KO) 0.4 $763k 13k 61.18
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $723k 2.9k 249.84
United Parcel Service CL B (UPS) 0.3 $703k 4.7k 148.63
Diageo Spon Adr New (DEO) 0.3 $682k 4.6k 148.73
Rockwell Automation (ROK) 0.3 $666k 2.3k 291.33
Vanguard World Mega Grwth Ind (MGK) 0.3 $639k 2.2k 286.56
Paypal Holdings (PYPL) 0.3 $620k 9.3k 66.99
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $617k 5.6k 110.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $615k 1.2k 523.11
General Dynamics Corporation (GD) 0.3 $612k 2.2k 282.52
Abbvie (ABBV) 0.3 $610k 3.4k 182.09
Stryker Corporation (SYK) 0.3 $607k 1.7k 357.96
S&p Global (SPGI) 0.3 $606k 1.4k 425.57
Ishares Tr Rus 1000 Etf (IWB) 0.3 $601k 2.1k 288.03
Vanguard Index Fds Small Cp Etf (VB) 0.3 $548k 2.4k 228.55
Abbott Laboratories (ABT) 0.3 $543k 4.8k 113.65
Johnson & Johnson (JNJ) 0.3 $539k 3.4k 158.21
Wal-Mart Stores (WMT) 0.2 $529k 8.8k 60.17
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $505k 1.9k 259.92
Automatic Data Processing (ADP) 0.2 $501k 2.0k 249.78
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $465k 3.5k 132.99
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $464k 8.0k 58.07
Alphabet Cap Stk Cl C (GOOG) 0.2 $456k 3.0k 152.26
eBay (EBAY) 0.2 $435k 8.2k 52.78
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $419k 2.7k 155.91
Ishares Tr Core S&p500 Etf (IVV) 0.2 $395k 752.00 525.38
Duke Energy Corp Com New (DUK) 0.2 $391k 4.0k 96.70
Vanguard Index Fds Growth Etf (VUG) 0.2 $389k 1.1k 344.14
Mccormick & Co Com Non Vtg (MKC) 0.2 $378k 4.9k 76.80
Southern Company (SO) 0.2 $374k 5.2k 71.74
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $349k 1.5k 225.87
Eaton Corp SHS (ETN) 0.1 $313k 1.0k 312.68
Oracle Corporation (ORCL) 0.1 $299k 2.4k 125.63
Expeditors International of Washington (EXPD) 0.1 $290k 2.4k 121.58
Boeing Company (BA) 0.1 $283k 1.5k 193.01
Nextera Energy (NEE) 0.1 $281k 4.4k 63.91
Yum! Brands (YUM) 0.1 $271k 2.0k 138.63
Gentex Corporation (GNTX) 0.1 $267k 7.4k 36.12
NVIDIA Corporation (NVDA) 0.1 $265k 293.00 903.56
Genuine Parts Company (GPC) 0.1 $256k 1.7k 154.89
Mondelez Intl Cl A (MDLZ) 0.1 $238k 3.4k 70.00
Us Bancorp Del Com New (USB) 0.1 $238k 5.3k 44.70
Raytheon Technologies Corp (RTX) 0.1 $235k 2.4k 97.55
Novartis Sponsored Adr (NVS) 0.1 $225k 2.3k 96.74
Colgate-Palmolive Company (CL) 0.1 $223k 2.5k 90.07
Pfizer (PFE) 0.1 $221k 8.0k 27.75
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $213k 1.8k 118.30
Wells Fargo & Company (WFC) 0.1 $204k 3.5k 57.96
First Trust Enhanced Equity Income Fund (FFA) 0.1 $198k 11k 18.90