HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANECK ETF TRUST (MOAT) |
194,827 | +9,229 | $17,515 |
| MOAT | 194,827 | +9,229 | $17,515 |
| MICROSOFT CORP |
29,894 | -1,351 | $12,577 |
| MSFT | 29,894 | -1,351 | $12,577 |
| FIDELITY COVINGTON TRUST |
171,337 | +25,510 | $11,954 |
| FHLC | 171,337 | +25,510 | $11,954 |
 BERKSHIRE HATHAWAY INC DEL |
$9,841 | ||
| BRK.B | 23,402 | +539 | $9,841 |
| ALPHABET INC |
63,991 | +2,832 | $9,658 |
| GOOGL | 63,991 | +2,832 | $9,658 |
| META PLATFORMS INC |
19,392 | -680 | $9,416 |
| META | 19,392 | -680 | $9,416 |
| FIDELITY MERRIMACK STR TR |
187,042 | +41,324 | $8,475 |
| FBND | 187,042 | +41,324 | $8,475 |
| ISHARES TR (ISTB) |
139,144 | +7,880 | $6,601 |
| ISTB | 139,144 | +7,880 | $6,601 |
| ANHEUSER BUSCH INBEV SA NV |
74,918 | +5,890 | $4,554 |
| BUD | 74,918 | +5,890 | $4,554 |
| VISA INC |
16,048 | -124 | $4,479 |
| V | 16,048 | -124 | $4,479 |
| ISHARES TR (SHY) |
54,092 | +4,704 | $4,424 |
| SHY | 54,092 | +4,704 | $4,424 |
| AMAZON COM INC |
23,814 | -87 | $4,296 |
| AMZN | 23,814 | -87 | $4,296 |
| MICROCHIP TECHNOLOGY INC. |
45,220 | +4,549 | $4,057 |
| MCHP | 45,220 | +4,549 | $4,057 |
| MARKEL GROUP INC |
2,562 | +570 | $3,897 |
| MKL | 2,562 | +570 | $3,897 |
| VANGUARD WHITEHALL FDS (VIGI) |
47,014 | +25,306 | $3,833 |
| VIGI | 47,014 | +25,306 | $3,833 |
| CANADIAN NAT RES LTD |
47,927 | +5,149 | $3,658 |
| CNQ | 47,927 | +5,149 | $3,658 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
19,773 | -210 | $3,611 |
| VIG | 19,773 | -210 | $3,611 |
| DIMENSIONAL ETF TRUST (DFAC) |
104,110 | -400 | $3,326 |
| DFAC | 104,110 | -400 | $3,326 |
| EXXON MOBIL CORP |
28,176 | +3,254 | $3,275 |
| XOM | 28,176 | +3,254 | $3,275 |
| DISNEY WALT CO |
26,396 | +2,394 | $3,230 |
| DIS | 26,396 | +2,394 | $3,230 |
| SCHWAB CHARLES CORP |
43,787 | +7,357 | $3,168 |
| SCHW | 43,787 | +7,357 | $3,168 |
| KENVUE INC |
135,653 | +15,586 | $2,911 |
| KVUE | 135,653 | +15,586 | $2,911 |
| ARROW ELECTRS INC |
20,683 | +20,683 | $2,678 |
| ARW | 20,683 | +20,683 | $2,678 |
| EMERSON ELEC CO |
23,595 | -746 | $2,676 |
| EMR | 23,595 | -746 | $2,676 |
| HOME DEPOT INC |
6,960 | -234 | $2,670 |
| HD | 6,960 | -234 | $2,670 |
| ISHARES TR (ITOT) |
22,951 | -305 | $2,646 |
| ITOT | 22,951 | -305 | $2,646 |
| APPLE INC |
15,094 | -767 | $2,588 |
| AAPL | 15,094 | -767 | $2,588 |
| APPLIED MATLS INC |
12,244 | -119 | $2,525 |
| AMAT | 12,244 | -119 | $2,525 |
| AMERICAN EXPRESS CO |
10,984 | -64 | $2,501 |
| AXP | 10,984 | -64 | $2,501 |
| STARBUCKS CORP |
25,193 | -128 | $2,302 |
| SBUX | 25,193 | -128 | $2,302 |
| FISERV INC |
14,264 | -407 | $2,280 |
| FI | 14,264 | -407 | $2,280 |
| ACCENTURE PLC IRELAND |
6,151 | -92 | $2,132 |
| ACN | 6,151 | -92 | $2,132 |
| 3M CO |
17,659 | +2,045 | $1,873 |
| MMM | 17,659 | +2,045 | $1,873 |
| VANGUARD WORLD FD (MGC) |
9,493 | -282 | $1,774 |
| MGC | 9,493 | -282 | $1,774 |
| BOOKING HOLDINGS INC |
449 | -12 | $1,631 |
| BKNG | 449 | -12 | $1,631 |
| MCDONALDS CORP |
5,739 | -133 | $1,618 |
| MCD | 5,739 | -133 | $1,618 |
| LOWES COS INC |
5,942 | -6 | $1,514 |
| LOW | 5,942 | -6 | $1,514 |
| CARMAX INC |
17,100 | -378 | $1,490 |
| KMX | 17,100 | -378 | $1,490 |
| PEPSICO INC |
8,210 | +2,479 | $1,437 |
| PEP | 8,210 | +2,479 | $1,437 |
| PROCTER AND GAMBLE CO |
8,834 | -415 | $1,433 |
| PG | 8,834 | -415 | $1,433 |
| BANK AMERICA CORP |
34,389 | -271 | $1,304 |
| BAC | 34,389 | -271 | $1,304 |
| NETFLIX INC |
2,144 | -19 | $1,302 |
| NFLX | 2,144 | -19 | $1,302 |
| BLACKROCK INC |
1,471 | -23 | $1,226 |
| BLK | 1,471 | -23 | $1,226 |
| LOCKHEED MARTIN CORP |
2,627 | +1,090 | $1,195 |
| LMT | 2,627 | +1,090 | $1,195 |
| ISHARES TR (IJH) |
19,395 | +15,433 | $1,178 |
| IJH | 19,395 | +15,433 | $1,178 |
| JPMORGAN CHASE & CO |
5,834 | -62 | $1,168 |
| JPM | 5,834 | -62 | $1,168 |
| UNITEDHEALTH GROUP INC |
2,132 | -87 | $1,055 |
| UNH | 2,132 | -87 | $1,055 |
| COSTCO WHSL CORP NEW |
1,388 | -209 | $1,017 |
| COST | 1,388 | -209 | $1,017 |
| GENERAL ELECTRIC CO |
5,761 | -153 | $1,011 |
| GE | 5,761 | -153 | $1,011 |
| DOMINION ENERGY INC |
20,449 | +1,857 | $1,006 |
| D | 20,449 | +1,857 | $1,006 |
See Full List: All Stocks Held By Buttonwood Financial Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Buttonwood Financial Advisors Inc.
|
Size ($ in 1000's)
At 03/31/2024: $212,684 At 12/31/2023: $183,478 Buttonwood Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buttonwood Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
