Buttonwood Financial Advisors

Buttonwood Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 96 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.3 $24M 244k 96.95
Fidelity Covington Trust Msci Hlth Care I (FHLC) 5.4 $12M 171k 72.80
Microsoft Corporation (MSFT) 4.9 $11M 26k 430.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.7 $11M 231k 46.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $11M 23k 460.26
Alphabet Cap Stk Cl A (GOOGL) 4.5 $10M 63k 165.85
Meta Platforms Cl A (META) 4.4 $10M 17k 572.44
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.2 $7.3M 150k 48.68
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.0 $6.8M 77k 88.28
Arrow Electronics (ARW) 2.6 $5.9M 44k 132.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $5.1M 61k 83.15
Microchip Technology (MCHP) 2.1 $4.8M 60k 80.29
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 2.1 $4.8M 73k 66.29
Amazon (AMZN) 1.9 $4.4M 23k 186.33
Markel Corporation (MKL) 1.9 $4.3M 2.8k 1568.72
Visa Com Cl A (V) 1.9 $4.3M 16k 274.95
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $3.8M 19k 198.06
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.5 $3.5M 103k 34.29
Apple (AAPL) 1.5 $3.5M 15k 233.01
Canadian Natural Resources (CNQ) 1.4 $3.3M 100k 33.21
Exxon Mobil Corporation (XOM) 1.4 $3.3M 28k 117.22
Kenvue (KVUE) 1.3 $2.9M 125k 23.13
Charles Schwab Corporation (SCHW) 1.3 $2.9M 45k 64.81
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.9M 23k 125.62
American Express Company (AXP) 1.2 $2.8M 10k 271.21
Home Depot (HD) 1.1 $2.6M 6.4k 405.18
Starbucks Corporation (SBUX) 1.1 $2.5M 26k 97.49
Applied Materials (AMAT) 1.1 $2.5M 12k 202.05
Walt Disney Company (DIS) 1.1 $2.5M 26k 96.19
Fiserv (FI) 1.0 $2.3M 13k 179.64
Emerson Electric (EMR) 1.0 $2.3M 21k 109.37
Accenture Plc Ireland Shs Class A (ACN) 0.9 $2.1M 6.0k 353.46
Vanguard World Mega Cap Index (MGC) 0.9 $2.0M 9.9k 206.64
3M Company (MMM) 0.9 $2.0M 15k 136.70
Booking Holdings (BKNG) 0.7 $1.7M 401.00 4212.29
Lowe's Companies (LOW) 0.7 $1.6M 5.9k 270.83
Lockheed Martin Corporation (LMT) 0.7 $1.5M 2.6k 584.47
Netflix (NFLX) 0.6 $1.5M 2.1k 709.42
McDonald's Corporation (MCD) 0.6 $1.4M 4.7k 304.52
BlackRock (BLK) 0.6 $1.3M 1.4k 949.76
Procter & Gamble Company (PG) 0.6 $1.3M 7.4k 173.21
Bank of America Corporation (BAC) 0.5 $1.3M 32k 39.68
Pepsi (PEP) 0.5 $1.2M 7.2k 170.05
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.2M 20k 62.32
Costco Wholesale Corporation (COST) 0.5 $1.2M 1.4k 886.45
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 5.1k 210.84
UnitedHealth (UNH) 0.5 $1.0M 1.8k 584.65
Diageo Spon Adr New (DEO) 0.4 $1.0M 7.3k 140.34
Intercontinental Exchange (ICE) 0.4 $999k 6.2k 160.64
Ge Aerospace Com New (GE) 0.4 $990k 5.3k 188.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $811k 1.4k 573.80
American Tower Reit (AMT) 0.3 $790k 3.4k 232.56
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $751k 4.5k 167.67
S&p Global (SPGI) 0.3 $717k 1.4k 516.47
Coca-Cola Company (KO) 0.3 $701k 9.7k 71.86
Vanguard Index Fds Growth Etf (VUG) 0.3 $697k 1.8k 383.89
Williams-Sonoma (WSM) 0.3 $696k 4.5k 154.94
Vanguard World Mega Grwth Ind (MGK) 0.3 $684k 2.1k 321.89
Ishares Tr Rus 1000 Etf (IWB) 0.3 $684k 2.2k 314.32
Paypal Holdings (PYPL) 0.3 $676k 8.7k 78.03
Abbvie (ABBV) 0.3 $666k 3.4k 197.51
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $664k 2.5k 263.88
Rockwell Automation (ROK) 0.3 $661k 2.5k 268.46
General Dynamics Corporation (GD) 0.3 $640k 2.1k 302.19
United Parcel Service CL B (UPS) 0.3 $640k 4.7k 136.35
Schlumberger Com Stk (SLB) 0.3 $633k 15k 41.95
Stryker Corporation (SYK) 0.3 $611k 1.7k 361.26
Hershey Company (HSY) 0.3 $606k 3.2k 191.80
Alphabet Cap Stk Cl C (GOOG) 0.3 $586k 3.5k 167.17
Johnson & Johnson (JNJ) 0.2 $542k 3.3k 162.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $539k 1.9k 283.18
Automatic Data Processing (ADP) 0.2 $523k 1.9k 276.72
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $501k 4.3k 116.96
Ishares Tr Core S&p500 Etf (IVV) 0.2 $479k 830.00 576.47
eBay (EBAY) 0.2 $466k 7.2k 65.11
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $423k 2.7k 155.86
Wal-Mart Stores (WMT) 0.2 $412k 5.1k 80.74
Oracle Corporation (ORCL) 0.2 $400k 2.3k 170.38
Abbott Laboratories (ABT) 0.2 $373k 3.3k 114.03
NVIDIA Corporation (NVDA) 0.2 $369k 3.0k 121.43
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $356k 1.5k 230.59
Ge Vernova (GEV) 0.2 $351k 1.4k 254.89
Nextera Energy (NEE) 0.1 $339k 4.0k 84.53
Duke Energy Corp Com New (DUK) 0.1 $325k 2.8k 115.28
Expeditors International of Washington (EXPD) 0.1 $314k 2.4k 131.40
Southern Company (SO) 0.1 $311k 3.4k 90.18
Raytheon Technologies Corp (RTX) 0.1 $291k 2.4k 121.18
Yum! Brands (YUM) 0.1 $273k 2.0k 139.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $272k 725.00 375.38
Mccormick & Co Com Non Vtg (MKC) 0.1 $268k 3.3k 82.29
Solventum Corp Com Shs (SOLV) 0.1 $268k 3.8k 69.72
Vanguard Index Fds Small Cp Etf (VB) 0.1 $263k 1.1k 237.28
Constellation Energy (CEG) 0.1 $258k 994.00 259.92
Genuine Parts Company (GPC) 0.1 $231k 1.7k 139.65
Gentex Corporation (GNTX) 0.1 $219k 7.4k 29.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $214k 1.7k 123.63