All Stocks Held By Buttonwood Financial Advisors Inc.

As of 03/31/2024, we find all stocks held by Buttonwood Financial Advisors Inc. to be as follows, presented in the table below with each row detailing each Buttonwood Financial Advisors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Buttonwood Financial Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Buttonwood Financial Advisors Inc. as of the latest filing.

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
INTERCONTINENTAL EXCHANGE IN (ICE)	6,731	-194	$925
ICE	6,731	-194	$925
AMERICAN TOWER CORP NEW	4,498	-168	$889
AMT	4,498	-168	$889
SCHLUMBERGER LTD	15,455	-369	$847
SLB	15,455	-369	$847
WILLIAMS SONOMA INC	2,438	-245	$774
WSM	2,438	-245	$774
COCA COLA CO	12,470	-226	$763
KO	12,470	-226	$763
VANGUARD INDEX FDS (VO)	2,894	UNCH	$723
VO	2,894	UNCH	$723
UNITED PARCEL SERVICE INC	4,731	-7	$703
UPS	4,731	-7	$703
DIAGEO PLC	4,588	+4,588	$682
DEO	4,588	+4,588	$682
ROCKWELL AUTOMATION INC	2,286	+2,286	$666
ROK	2,286	+2,286	$666
VANGUARD WORLD FD (MGK)	2,229	+11	$639
MGK	2,229	+11	$639
PAYPAL HLDGS INC	9,254	-244	$620
PYPL	9,254	-244	$620
ISHARES TR (IJR)	5,580	-286	$617
IJR	5,580	-286	$617
SPDR S&P 500 ETF TR (SPY)	1,176	-4	$615
SPY	1,176	-4	$615
GENERAL DYNAMICS CORP	2,167	-26	$612
GD	2,167	-26	$612
ABBVIE INC	3,351	-710	$610
ABBV	3,351	-710	$610
STRYKER CORPORATION	1,696	-33	$607
SYK	1,696	-33	$607
S&P GLOBAL INC	1,425	-18	$606
SPGI	1,425	-18	$606
ISHARES TR (IWB)	2,086	-66	$601
IWB	2,086	-66	$601
VANGUARD INDEX FDS (VB)	2,397	-75	$548
VB	2,397	-75	$548
ABBOTT LABS	4,773	-641	$542
ABT	4,773	-641	$542
JOHNSON & JOHNSON	3,408	-665	$539
JNJ	3,408	-665	$539
WALMART INC	8,796	+5,772	$529
WMT	8,796	+5,772	$529
VANGUARD INDEX FDS (VTI)	1,942	-10	$505
VTI	1,942	-10	$505
AUTOMATIC DATA PROCESSING IN	2,004	-14	$501
ADP	2,004	-14	$501
ARES MANAGEMENT CORPORATION	3,493	-319	$465
ARES	3,493	-319	$465
VANGUARD SCOTTSDALE FDS (VGSH)	7,988	-556	$464
VGSH	7,988	-556	$464
ALPHABET INC	2,992	UNCH	$456
GOOG	2,992	UNCH	$456
EBAY INC.	8,245	-313	$435
EBAY	8,245	-313	$435
VANGUARD INDEX FDS (VOE)	2,688	+479	$419
VOE	2,688	+479	$419
ISHARES TR (IVV)	752	-9	$395
IVV	752	-9	$395
DUKE ENERGY CORP NEW	4,042	-1,142	$391
DUK	4,042	-1,142	$391
VANGUARD INDEX FDS (VUG)	1,130	UNCH	$389
VUG	1,130	UNCH	$389
MCCORMICK & CO INC	4,924	-73	$378
MKC	4,924	-73	$378
SOUTHERN CO	5,213	-313	$374
SO	5,213	-313	$374
ISHARES TR (SOXX)	1,544	+1,026	$349
SOXX	1,544	+1,026	$349
EATON CORP PLC	1,000	UNCH	$313
ETN	1,000	UNCH	$313
ORACLE CORP	2,381	-78	$299
ORCL	2,381	-78	$299
EXPEDITORS INTL WASH INC	2,382	-345	$290
EXPD	2,382	-345	$290
BOEING CO	1,465	-65	$283
BA	1,465	-65	$283
NEXTERA ENERGY INC	4,395	-20	$281
NEE	4,395	-20	$281
YUM BRANDS INC	1,955	UNCH	$271
YUM	1,955	UNCH	$271
GENTEX CORP	7,386	-1,458	$267
GNTX	7,386	-1,458	$267
NVIDIA CORPORATION	293	+293	$265
NVDA	293	+293	$265
GENUINE PARTS CO	1,655	UNCH	$256
GPC	1,655	UNCH	$256
MONDELEZ INTL INC	3,400	UNCH	$238
MDLZ	3,400	UNCH	$238
US BANCORP DEL	5,321	-78	$238
USB	5,321	-78	$238
RTX CORPORATION	2,405	UNCH	$235
RTX	2,405	UNCH	$235
NOVARTIS AG	2,330	-445	$225
NVS	2,330	-445	$225
COLGATE PALMOLIVE CO	2,475	+2,475	$223
CL	2,475	+2,475	$223
PFIZER INC	7,976	-1,554	$221
PFE	7,976	-1,554	$221
ISHARES TR (IJJ)	1,798	UNCH	$213
IJJ	1,798	UNCH	$213
WELLS FARGO CO NEW	3,519	+3,519	$204
WFC	3,519	+3,519	$204
FIRST TR ENHANCED EQUITY INC (FFA)	10,458	-1,111	$198
FFA	10,458	-1,111	$198
CISCO SYS INC			$0 (exited)
CSCO	0	-4,984	$0
WARNER BROS DISCOVERY INC	0	-88,888	$0 (exited)
WBD	0	-88,888	$0

See Summary: Buttonwood Financial Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Buttonwood Financial Advisors Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
ARW	+20,683	+$2,678
DEO	+4,588	+$682
ROK	+2,286	+$666
NVDA	+293	+$265
CL	+2,475	+$223
WFC	+3,519	+$204

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
WBD	-88,888	-$1,012
CSCO	-4,984	-$252

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
FBND	+41,324	+$1,766
FHLC	+25,510	+$2,520
VIGI	+25,306	+$2,111
KVUE	+15,586	+$326
IJH	+15,433	+$80
MOAT	+9,229	+$1,763
ISTB	+7,880	+$358
SCHW	+7,357	+$662
BUD	+5,890	+$93
WMT	+5,772	+$52

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PFE	-1,554	-$53
GNTX	-1,458	-$22
MSFT	-1,351	+$828
DUK	-1,142	-$112
FFA	-1,111	-$13
AAPL	-767	-$466
EMR	-746	+$307
ABBV	-710	-$19
META	-680	+$2,311

Buttonwood Financial Advisors Inc. Info

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

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