Buttonwood Financial Advisors

Buttonwood Financial Advisors as of June 30, 2024

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 99 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 8.9 $19M 217k 86.61
Microsoft Corporation (MSFT) 5.6 $12M 26k 446.95
Fidelity Covington Trust Msci Hlth Care I (FHLC) 5.5 $12M 170k 68.60
Alphabet Cap Stk Cl A (GOOGL) 5.3 $11M 62k 182.15
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.5 $9.6M 214k 44.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $9.5M 23k 406.80
Meta Platforms Cl A (META) 4.3 $9.1M 18k 504.21
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.1 $6.5M 138k 47.37
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.3 $4.9M 61k 81.28
Arrow Electronics (ARW) 2.2 $4.8M 39k 120.76
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.1 $4.5M 56k 81.65
Amazon (AMZN) 2.1 $4.5M 23k 193.25
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 2.0 $4.3M 74k 58.15
Markel Corporation (MKL) 2.0 $4.2M 2.6k 1575.81
Visa Com Cl A (V) 1.9 $4.1M 16k 262.48
Microchip Technology (MCHP) 1.9 $4.1M 44k 91.50
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $3.6M 20k 182.55
Canadian Natural Resources (CNQ) 1.6 $3.4M 97k 35.60
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.6 $3.4M 104k 32.24
Exxon Mobil Corporation (XOM) 1.5 $3.3M 28k 115.12
Charles Schwab Corporation (SCHW) 1.5 $3.2M 43k 73.69
Apple (AAPL) 1.5 $3.2M 15k 210.62
Applied Materials (AMAT) 1.3 $2.9M 12k 235.98
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.7M 23k 118.78
Walt Disney Company (DIS) 1.2 $2.6M 26k 99.29
Kenvue (KVUE) 1.2 $2.5M 137k 18.18
American Express Company (AXP) 1.2 $2.5M 11k 231.54
Emerson Electric (EMR) 1.1 $2.4M 22k 110.16
Home Depot (HD) 1.0 $2.2M 6.4k 344.22
Starbucks Corporation (SBUX) 1.0 $2.1M 26k 77.85
Fiserv (FI) 1.0 $2.0M 14k 149.03
Vanguard World Mega Cap Index (MGC) 0.9 $1.9M 9.6k 197.30
Accenture Plc Ireland Shs Class A (ACN) 0.9 $1.8M 6.0k 303.42
Booking Holdings (BKNG) 0.8 $1.7M 429.00 3962.17
3M Company (MMM) 0.8 $1.7M 16k 102.19
Netflix (NFLX) 0.7 $1.4M 2.1k 674.83
Bank of America Corporation (BAC) 0.6 $1.3M 34k 39.77
Lowe's Companies (LOW) 0.6 $1.3M 5.9k 220.44
Procter & Gamble Company (PG) 0.6 $1.2M 7.5k 164.92
Lockheed Martin Corporation (LMT) 0.6 $1.2M 2.6k 467.19
CarMax (KMX) 0.6 $1.2M 17k 73.34
McDonald's Corporation (MCD) 0.6 $1.2M 4.7k 254.82
Pepsi (PEP) 0.6 $1.2M 7.3k 164.93
Costco Wholesale Corporation (COST) 0.6 $1.2M 1.4k 850.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.1M 19k 58.52
BlackRock 0.5 $1.1M 1.4k 787.30
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 5.2k 202.26
UnitedHealth (UNH) 0.4 $945k 1.9k 509.28
Intercontinental Exchange (ICE) 0.4 $898k 6.6k 136.89
Ge Aerospace Com New (GE) 0.4 $866k 5.4k 158.97
Diageo Spon Adr New (DEO) 0.4 $763k 6.1k 126.08
Schlumberger Com Stk (SLB) 0.3 $718k 15k 47.18
Rockwell Automation (ROK) 0.3 $688k 2.5k 275.28
American Tower Reit (AMT) 0.3 $672k 3.5k 194.39
Williams-Sonoma (WSM) 0.3 $672k 2.4k 282.43
Vanguard World Mega Grwth Ind (MGK) 0.3 $671k 2.1k 314.15
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $664k 2.7k 242.08
United Parcel Service CL B (UPS) 0.3 $647k 4.7k 136.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $640k 1.2k 544.26
Coca-Cola Company (KO) 0.3 $636k 10k 63.65
S&p Global (SPGI) 0.3 $630k 1.4k 445.85
General Dynamics Corporation (GD) 0.3 $628k 2.2k 290.13
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $622k 4.1k 150.43
Alphabet Cap Stk Cl C (GOOG) 0.3 $606k 3.3k 183.43
Hershey Company (HSY) 0.3 $585k 3.2k 183.84
Abbvie (ABBV) 0.3 $575k 3.4k 171.51
Stryker Corporation (SYK) 0.3 $574k 1.7k 340.19
Ishares Tr Rus 1000 Etf (IWB) 0.3 $559k 1.9k 297.46
Paypal Holdings (PYPL) 0.3 $539k 9.3k 58.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $519k 1.9k 267.53
Vanguard Index Fds Growth Etf (VUG) 0.2 $513k 1.4k 373.96
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $511k 4.8k 106.66
Johnson & Johnson (JNJ) 0.2 $497k 3.4k 146.16
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $463k 8.0k 57.99
Automatic Data Processing (ADP) 0.2 $456k 1.9k 238.68
Ishares Tr Core S&p500 Etf (IVV) 0.2 $447k 818.00 546.90
eBay (EBAY) 0.2 $416k 7.7k 53.72
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $388k 1.6k 246.63
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $376k 2.8k 133.30
NVIDIA Corporation (NVDA) 0.2 $358k 2.9k 123.54
Wal-Mart Stores (WMT) 0.2 $348k 5.1k 67.71
Vanguard Index Fds Small Cp Etf (VB) 0.2 $341k 1.6k 217.99
Abbott Laboratories (ABT) 0.2 $340k 3.3k 103.90
Oracle Corporation (ORCL) 0.2 $329k 2.3k 141.18
Southern Company (SO) 0.2 $321k 4.1k 77.57
Duke Energy Corp Com New (DUK) 0.1 $305k 3.0k 100.22
Expeditors International of Washington (EXPD) 0.1 $298k 2.4k 124.79
Nextera Energy (NEE) 0.1 $289k 4.1k 70.81
Yum! Brands (YUM) 0.1 $259k 2.0k 132.44
Boeing Company (BA) 0.1 $257k 1.4k 182.01
Mccormick & Co Com Non Vtg (MKC) 0.1 $257k 3.6k 70.93
Gentex Corporation (GNTX) 0.1 $249k 7.4k 33.71
Raytheon Technologies Corp (RTX) 0.1 $242k 2.4k 100.41
Ge Vernova (GEV) 0.1 $236k 1.4k 171.45
Genuine Parts Company (GPC) 0.1 $229k 1.7k 138.29
Vanguard Index Fds Value Etf (VTV) 0.1 $211k 1.3k 160.41
Wells Fargo & Company (WFC) 0.1 $209k 3.5k 59.38
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $204k 1.8k 113.47
Constellation Energy (CEG) 0.1 $204k 1.0k 200.18