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Disclosery

13F-HR filed by Buttonwood Financial Advisors Inc.

Buttonwood Financial Advisors Inc. filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-13, with 71 holding rows worth $118,816,725.

Accession
0001904033-23-000001
Filer
CIK 1904033
Filed
2023-01-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 71 entries on the cover page, a total value of $118,816,725 stated on the cover page (in dollars after the unit check, H1), rows summing to $118,816,725 with VALUE read as dollars as filed, 13F file number 028-21507. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR46432F859CORE 1 5 YR USD277,755$12,898,957dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I132,309$8,465,129dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT118,451$7,688,676dollars as filed
Microsoft Corp594918104COM30,420$7,295,398dollars as filed
Berkshire Hathaway Inc084670702COM20,317$6,275,921dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM57,822$5,101,635dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR63,625$3,820,033dollars as filed
META PLATFORMS INC CL A30303M102COM23,138$2,784,427dollars as filed
Visa Inc92826C839COM12,916$2,683,506dollars as filed
EXXON MOBIL CORP30231G102COM24,213$2,670,680dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2105,580$2,563,481dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock35,411$2,487,648dollars as filed
Starbucks Corporation855244109COM23,547$2,335,817dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock39,831$2,211,800dollars as filed
Home Depot, Inc437076102COM6,765$2,136,649dollars as filed
FISERV INC337738108COM19,657$1,986,733dollars as filed
ISHARES TR464287457COM24,174$1,962,204dollars as filed
EMERSON ELEC CO COM291011104Stock20,271$1,947,247dollars as filed
Walt Disney Co254687106COM20,748$1,802,622dollars as filed
American Express Company025816109COM11,855$1,751,545dollars as filed
Accenture Plc Class AG1151C101COM6,530$1,742,488dollars as filed
Netflix, Inc64110L106COM5,711$1,684,060dollars as filed
McDonalds Corporation580135101COM5,825$1,535,008dollars as filed
Amazon.com, Inc023135106COM16,900$1,419,600dollars as filed
Apple Inc037833100COM10,549$1,370,589dollars as filed
Procter & Gamble Co742718109COM8,474$1,284,307dollars as filed
UnitedHealth Group Inc91324P102COM2,330$1,235,319dollars as filed
Bank of America Corp060505104COM35,608$1,179,321dollars as filed
Lowes Companies,Inc.548661107COM5,662$1,128,097dollars as filed
USBANCORPDEL902973304COM NEW25,458$1,110,209dollars as filed
CARMAX INC COM143130102Stock18,227$1,109,842dollars as filed
Booking Holdings Inc.09857L108COM547$1,102,358dollars as filed
3M CO COM88579Y101Stock9,185$1,101,413dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock2,356$1,018,004dollars as filed
BLACKROCK INC CL A COM09247X101COM1,398$990,356dollars as filed
Applied Materials,Inc.038222105COM9,993$973,166dollars as filed
American Tower Corporation03027X100COM4,457$944,323dollars as filed
EBAY INC. COM278642103Stock20,681$857,646dollars as filed
Coca-Cola Company191216100COM13,474$857,086dollars as filed
United Parcel Service,Inc. Class B911312106COM4,901$851,927dollars as filed
Schlumberger Limited806857108COM15,513$829,308dollars as filed
PepsiCo,Inc.713448108COM4,366$788,780dollars as filed
MARKELGROUPINC570535104STOK565$744,382dollars as filed
Intercontinental Exchange,Inc.45866F104COM7,153$733,840dollars as filed
DOMINION ENERGY INC COM25746U109Stock11,965$733,724dollars as filed
JPMorgan Chase & Co46625H100COM5,343$716,449dollars as filed
Lockheed Martin Corporation539830109COM1,410$685,856dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,320$575,678dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,471$520,195dollars as filed
PAYPALHLDGSINC70450Y103STOK7,262$517,200dollars as filed
Automatic Data Processing,Inc.053015103COM2,131$509,011dollars as filed
General Electric Company369604301COM6,045$506,545dollars as filed
Walmart Inc.931142103COM3,458$490,257dollars as filed
NextEra Energy,Inc.65339F101COM5,814$486,064dollars as filed
Pfizer Inc.717081103COM9,360$479,596dollars as filed
S&P Global,Inc.78409V104COM1,338$448,154dollars as filed
Abbott Laboratories002824100COM3,911$429,431dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock5,097$422,452dollars as filed
Duke Energy Corporation26441C204COM3,750$386,213dollars as filed
AbbVie,Inc.00287Y109COM2,313$373,851dollars as filed
IJH464287507COM1,520$367,673dollars as filed
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN4,650$325,919dollars as filed
Wells Fargo & Company949746101COM7,237$298,815dollars as filed
Boeing Company097023105COM1,517$289,008dollars as filed
GENUINE PARTS CO COM372460105Stock1,655$287,092dollars as filed
Charles Schwab Corp808513105COM3,421$284,843dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock3,982$272,554dollars as filed
Raytheon Technologies Corporation75513E101COM2,420$244,265dollars as filed
Mondelez International,Inc. Class A609207105COM3,635$242,273dollars as filed
Southern Company842587107COM3,337$238,278dollars as filed
FIRST TRUST ENHANCED EQUITY IN337318109COM14,200$223,792dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001904033-23-000001this filing2023-01-13acceptance time not in the bulk data set