Buttonwood Financial Advisors

Buttonwood Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 97 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.4 $24M 256k 92.72
Alphabet Cap Stk Cl A (GOOGL) 5.3 $12M 64k 189.30
Fidelity Covington Trust Msci Hlth Care I (FHLC) 5.1 $12M 179k 65.35
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.0 $12M 256k 44.87
Microsoft Corporation (MSFT) 4.8 $11M 26k 421.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.4 $10M 22k 453.28
Meta Platforms Cl A (META) 4.3 $9.8M 17k 585.52
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.4 $7.8M 163k 47.77
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.1 $7.1M 89k 79.99
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $5.7M 70k 81.98
Arrow Electronics (ARW) 2.3 $5.3M 47k 113.12
Microchip Technology (MCHP) 2.3 $5.1M 89k 57.35
Amazon (AMZN) 2.2 $5.1M 23k 219.39
Markel Corporation (MKL) 2.2 $5.0M 2.9k 1726.38
Visa Com Cl A (V) 2.1 $4.7M 15k 316.04
Apple (AAPL) 1.6 $3.7M 15k 250.43
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 1.6 $3.7M 74k 50.07
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $3.6M 18k 195.83
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $3.3M 95k 34.59
Charles Schwab Corporation (SCHW) 1.4 $3.3M 44k 74.01
Canadian Natural Resources (CNQ) 1.3 $3.1M 99k 30.87
American Express Company (AXP) 1.3 $3.0M 10k 296.80
Exxon Mobil Corporation (XOM) 1.3 $3.0M 28k 107.57
Walt Disney Company (DIS) 1.2 $2.8M 25k 111.35
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.8M 22k 128.62
Fiserv (FI) 1.1 $2.5M 12k 205.41
Emerson Electric (EMR) 1.1 $2.5M 20k 123.93
Home Depot (HD) 1.1 $2.4M 6.2k 388.97
Starbucks Corporation (SBUX) 1.0 $2.4M 26k 91.25
Accenture Plc Ireland Shs Class A (ACN) 0.9 $2.1M 5.9k 351.79
Vanguard World Mega Cap Index (MGC) 0.9 $2.0M 9.6k 212.65
Applied Materials (AMAT) 0.9 $2.0M 12k 162.63
Netflix (NFLX) 0.8 $1.8M 2.1k 891.51
Lowe's Companies (LOW) 0.6 $1.4M 5.9k 246.78
Blackrock (BLK) 0.6 $1.4M 1.3k 1024.90
McDonald's Corporation (MCD) 0.6 $1.3M 4.6k 289.88
Genuine Parts Company (GPC) 0.6 $1.3M 11k 116.76
Bank of America Corporation (BAC) 0.6 $1.3M 29k 43.95
Lockheed Martin Corporation (LMT) 0.5 $1.2M 2.6k 485.88
Costco Wholesale Corporation (COST) 0.5 $1.2M 1.4k 916.51
Procter & Gamble Company (PG) 0.5 $1.2M 7.1k 167.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.2M 19k 62.31
Pepsi (PEP) 0.5 $1.1M 7.5k 152.06
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 4.6k 239.72
Booking Holdings (BKNG) 0.4 $969k 195.00 4969.56
Diageo Spon Adr New (DEO) 0.4 $948k 7.5k 127.12
Kenvue (KVUE) 0.4 $921k 43k 21.35
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $906k 3.1k 289.82
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $905k 5.6k 161.77
Intercontinental Exchange (ICE) 0.4 $873k 5.9k 149.01
UnitedHealth (UNH) 0.4 $858k 1.7k 506.00
Ge Aerospace Com New (GE) 0.4 $856k 5.1k 166.78
Williams-Sonoma (WSM) 0.4 $832k 4.5k 185.17
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $828k 1.4k 586.12
3M Company (MMM) 0.4 $825k 6.4k 129.09
Vanguard Index Fds Growth Etf (VUG) 0.3 $736k 1.8k 410.40
Ishares Tr Rus 1000 Etf (IWB) 0.3 $693k 2.2k 322.16
Vanguard World Mega Grwth Ind (MGK) 0.3 $683k 2.0k 343.34
S&p Global (SPGI) 0.3 $681k 1.4k 497.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $668k 3.5k 190.43
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $665k 2.5k 264.09
Stryker Corporation (SYK) 0.3 $608k 1.7k 360.09
United Parcel Service CL B (UPS) 0.3 $592k 4.7k 126.11
American Tower Reit (AMT) 0.3 $585k 3.2k 183.39
Abbvie (ABBV) 0.3 $582k 3.3k 177.71
Schlumberger Com Stk (SLB) 0.3 $574k 15k 38.34
Paypal Holdings (PYPL) 0.3 $574k 6.7k 85.35
Hershey Company (HSY) 0.2 $559k 3.3k 169.35
General Dynamics Corporation (GD) 0.2 $558k 2.1k 263.48
Coca-Cola Company (KO) 0.2 $553k 8.9k 62.26
Automatic Data Processing (ADP) 0.2 $540k 1.8k 292.69
Ishares Tr Core S&p500 Etf (IVV) 0.2 $492k 837.00 588.33
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $480k 2.7k 177.05
Johnson & Johnson (JNJ) 0.2 $479k 3.3k 144.61
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $465k 4.0k 115.21
Ge Vernova (GEV) 0.2 $447k 1.4k 328.81
Rockwell Automation (ROK) 0.2 $405k 1.4k 285.79
Oracle Corporation (ORCL) 0.2 $390k 2.3k 166.66
Wal-Mart Stores (WMT) 0.2 $378k 4.2k 90.34
Abbott Laboratories (ABT) 0.2 $359k 3.2k 113.12
eBay (EBAY) 0.2 $354k 5.7k 61.95
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $333k 1.5k 215.49
NVIDIA Corporation (NVDA) 0.1 $296k 2.2k 134.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $291k 725.00 401.58
Duke Energy Corp Com New (DUK) 0.1 $291k 2.7k 107.72
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $283k 12k 24.07
Raytheon Technologies Corp (RTX) 0.1 $278k 2.4k 115.74
Vanguard Index Fds Small Cp Etf (VB) 0.1 $266k 1.1k 240.30
Yum! Brands (YUM) 0.1 $262k 2.0k 134.14
Expeditors International of Washington (EXPD) 0.1 $257k 2.3k 110.78
Southern Company (SO) 0.1 $239k 2.9k 82.32
Wells Fargo & Company (WFC) 0.1 $238k 3.4k 70.24
Solventum Corp Com Shs (SOLV) 0.1 $232k 3.5k 66.06
Nextera Energy (NEE) 0.1 $228k 3.2k 71.69
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $222k 1.8k 124.97
Constellation Energy (CEG) 0.1 $219k 981.00 223.63
Gentex Corporation (GNTX) 0.1 $212k 7.4k 28.73