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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 2023-03-31, filed 2023-04-10, with 71 holding rows worth $128,921,559.

Accession
0001904033-23-000002
Filer
CIK 1904033
Filed
2023-04-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 71 entries on the cover page, a total value of $128,921,559 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,921,559 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 USD280,903$13,245,961dollars as filed
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT124,867$9,218,896dollars as filed
Microsoft Corp594918104COM30,418$8,769,594dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I131,732$8,097,588dollars as filed
Berkshire Hathaway Inc084670702COM20,409$6,301,687dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM60,609$6,286,972dollars as filed
META PLATFORMS INC CL A30303M102COM22,673$4,805,316dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR64,602$4,310,878dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock36,522$3,059,780dollars as filed
Visa Inc92826C839COM12,921$2,913,277dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2105,580$2,690,177dollars as filed
EXXON MOBIL CORP30231G102COM24,175$2,651,047dollars as filed
Amazon.com, Inc023135106COM22,483$2,322,224dollars as filed
Starbucks Corporation855244109COM22,241$2,315,964dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock40,598$2,247,109dollars as filed
ISHARES TR464287457COM26,569$2,182,909dollars as filed
FISERV INC337738108COM19,110$2,160,003dollars as filed
Walt Disney Co254687106COM20,863$2,089,053dollars as filed
Home Depot, Inc437076102COM6,727$1,985,138dollars as filed
American Express Company025816109COM11,378$1,876,748dollars as filed
Accenture Plc Class AG1151C101COM6,461$1,846,744dollars as filed
EMERSON ELEC CO COM291011104Stock20,253$1,764,828dollars as filed
Netflix, Inc64110L106COM5,060$1,748,129dollars as filed
Apple Inc037833100COM10,532$1,736,695dollars as filed
McDonalds Corporation580135101COM5,735$1,603,658dollars as filed
3M CO COM88579Y101Stock14,162$1,488,524dollars as filed
Booking Holdings Inc.09857L108COM500$1,326,205dollars as filed
Procter & Gamble Co742718109COM8,390$1,247,539dollars as filed
Applied Materials,Inc.038222105COM9,895$1,215,404dollars as filed
CARMAX INC COM143130102Stock18,303$1,176,517dollars as filed
Lowes Companies,Inc.548661107COM5,638$1,127,431dollars as filed
UnitedHealth Group Inc91324P102COM2,285$1,079,868dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock2,334$1,028,570dollars as filed
Bank of America Corp060505104COM35,541$1,016,458dollars as filed
DOMINION ENERGY INC COM25746U109Stock17,583$983,093dollars as filed
USBANCORPDEL902973304COM NEW26,383$951,098dollars as filed
United Parcel Service,Inc. Class B911312106COM4,860$942,848dollars as filed
BLACKROCK INC CL A COM09247X101COM1,394$932,462dollars as filed
EBAY INC. COM278642103Stock20,654$916,396dollars as filed
American Tower Corporation03027X100COM4,352$889,309dollars as filed
Coca-Cola Company191216100COM13,418$832,324dollars as filed
PepsiCo,Inc.713448108COM4,344$791,930dollars as filed
Intercontinental Exchange,Inc.45866F104COM7,301$761,435dollars as filed
Schlumberger Limited806857108COM15,446$758,376dollars as filed
MARKELGROUPINC570535104STOK564$720,459dollars as filed
JPMorgan Chase & Co46625H100COM5,344$696,433dollars as filed
Lockheed Martin Corporation539830109COM1,387$655,634dollars as filed
PAYPALHLDGSINC70450Y103STOK7,366$559,374dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,456$553,165dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,278$519,920dollars as filed
General Electric Company369604301COM5,406$516,786dollars as filed
Walmart Inc.931142103COM3,460$510,236dollars as filed
S&P Global,Inc.78409V104COM1,365$470,625dollars as filed
Automatic Data Processing,Inc.053015103COM2,102$467,968dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock5,097$424,083dollars as filed
NextEra Energy,Inc.65339F101COM5,470$421,640dollars as filed
Abbott Laboratories002824100COM3,911$396,067dollars as filed
Charles Schwab Corp808513105COM7,549$395,423dollars as filed
IJH464287507COM1,546$386,747dollars as filed
Pfizer Inc.717081103COM9,361$381,948dollars as filed
AbbVie,Inc.00287Y109COM2,313$368,669dollars as filed
Duke Energy Corporation26441C204COM3,750$361,763dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock3,982$332,289dollars as filed
Boeing Company097023105COM1,507$320,171dollars as filed
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN4,650$282,488dollars as filed
GENUINE PARTS CO COM372460105Stock1,655$276,833dollars as filed
Mondelez International,Inc. Class A609207105COM3,635$253,432dollars as filed
ISHARES TR464287523COM561$249,460dollars as filed
Raytheon Technologies Corporation75513E101COM2,420$237,028dollars as filed
FIRST TRUST ENHANCED EQUITY IN337318109COM14,200$234,584dollars as filed
Southern Company842587107COM3,337$232,172dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001904033-23-000002this filing2023-04-10acceptance time not in the bulk data set