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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 2024-09-30, filed 2024-10-28, with 96 holding rows worth $229,271,205.

Accession
0001904033-24-000005
Filer
CIK 1904033
Filed
2024-10-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 96 entries on the cover page, a total value of $229,271,205 stated on the cover page (in dollars after the unit check, H1), rows summing to $229,271,205 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
VANECK ETF TRUST92189F643MRNGSTR WDE MOAT243,878$23,643,943dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I170,520$12,413,877dollars as filed
Microsoft Corp594918104COM26,257$11,298,271dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF230,650$10,780,597dollars as filed
Berkshire Hathaway Inc084670702COM22,754$10,472,834dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM62,879$10,428,506dollars as filed
META PLATFORMS INC CL A30303M102COM17,425$9,974,801dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD150,426$7,322,733dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS77,428$6,835,320dollars as filed
ARROW ELECTRS INC042735100COM44,157$5,865,352dollars as filed
ISHARES TR464287457COM61,337$5,100,176dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock60,104$4,825,733dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR72,454$4,802,944dollars as filed
Amazon.com, Inc023135106COM23,389$4,358,026dollars as filed
MARKELGROUPINC570535104STOK2,770$4,345,359dollars as filed
Visa Inc92826C839COM15,503$4,262,496dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS18,955$3,754,311dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2102,525$3,515,581dollars as filed
Apple Inc037833100COM14,961$3,485,990dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock99,835$3,315,511dollars as filed
EXXON MOBIL CORP30231G102COM28,007$3,283,036dollars as filed
KENVUE INC49177J102COM125,130$2,894,252dollars as filed
Charles Schwab Corp808513105COM44,487$2,883,205dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS22,834$2,868,447dollars as filed
American Express Company025816109COM10,383$2,816,003dollars as filed
Home Depot, Inc437076102COM6,366$2,579,379dollars as filed
Starbucks Corporation855244109COM26,136$2,548,000dollars as filed
Applied Materials,Inc.038222105COM12,331$2,491,439dollars as filed
Walt Disney Co254687106COM25,649$2,467,146dollars as filed
FISERV INC337738108COM12,929$2,322,605dollars as filed
EMERSON ELEC CO COM291011104Stock21,228$2,321,673dollars as filed
Accenture Plc Class AG1151C101COM5,974$2,111,563dollars as filed
MGC921910873COM9,915$2,048,870dollars as filed
3M CO COM88579Y101Stock14,813$2,024,959dollars as filed
Booking Holdings Inc.09857L108COM401$1,689,128dollars as filed
Lowes Companies,Inc.548661107COM5,896$1,596,796dollars as filed
Lockheed Martin Corporation539830109COM2,595$1,516,692dollars as filed
Netflix, Inc64110L106COM2,096$1,486,944dollars as filed
McDonalds Corporation580135101COM4,678$1,424,543dollars as filed
BLACKROCK INC CL A COM09247X101COM1,378$1,308,773dollars as filed
Procter & Gamble Co742718109COM7,402$1,282,094dollars as filed
Bank of America Corp060505104COM31,519$1,250,674dollars as filed
PepsiCo,Inc.713448108COM7,183$1,221,495dollars as filed
IJH464287507COM19,500$1,215,225dollars as filed
Costco Wholesale Corporation22160K105COM1,356$1,202,024dollars as filed
JPMorgan Chase & Co46625H100COM5,115$1,078,448dollars as filed
UnitedHealth Group Inc91324P102COM1,766$1,032,489dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR7,275$1,020,971dollars as filed
Intercontinental Exchange,Inc.45866F104COM6,218$998,860dollars as filed
General Electric Company369604301COM5,252$990,328dollars as filed
SPY78462F103SHS1,413$810,776dollars as filed
American Tower Corporation03027X100COM3,396$789,775dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS4,479$750,994dollars as filed
S&P Global,Inc.78409V104COM1,389$717,382dollars as filed
Coca-Cola Company191216100COM9,749$700,571dollars as filed
Vanguard Growth922908736COM1,816$697,145dollars as filed
WILLIAMS SONOMA INC COM969904101Stock4,492$695,971dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS2,126$684,343dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,175$683,641dollars as filed
PAYPALHLDGSINC70450Y103STOK8,667$676,267dollars as filed
AbbVie,Inc.00287Y109COM3,373$666,188dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,516$663,916dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock2,463$661,217dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,119$640,337dollars as filed
United Parcel Service,Inc. Class B911312106COM4,695$640,154dollars as filed
Schlumberger Limited806857108COM15,077$632,489dollars as filed
Stryker Corporation863667101COM1,690$610,537dollars as filed
HERSHEY CO COM427866108Stock3,159$605,888dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,508$586,423dollars as filed
Johnson & Johnson478160104COM3,344$541,992dollars as filed
VTI922908769COM1,904$539,181dollars as filed
Automatic Data Processing,Inc.053015103COM1,890$522,997dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,280$500,602dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS830$478,472dollars as filed
EBAY INC. COM278642103Stock7,158$466,032dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock2,712$422,697dollars as filed
Walmart Inc.931142103COM5,105$412,199dollars as filed
Oracle Corporation68389X105COM2,346$399,723dollars as filed
Abbott Laboratories002824100COM3,274$373,321dollars as filed
NVIDIA Corp67066G104COM3,037$368,777dollars as filed
ISHARES TR464287523COM1,543$355,800dollars as filed
GE Vernova Inc.36828A101COM1,376$350,725dollars as filed
NextEra Energy,Inc.65339F101COM4,008$338,810dollars as filed
Duke Energy Corporation26441C204COM2,820$325,098dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,392$314,302dollars as filed
Southern Company842587107COM3,444$310,576dollars as filed
Raytheon Technologies Corporation75513E101COM2,405$291,436dollars as filed
YUM BRANDS INC COM988498101Stock1,955$273,086dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK725$272,151dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock3,254$267,766dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock3,840$267,725dollars as filed
Vanguard Small-Cap ETF922908751SHS1,107$262,670dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock994$258,357dollars as filed
GENUINE PARTS CO COM372460105Stock1,655$231,116dollars as filed
GENTEX CORP COM371901109Stock7,390$219,397dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS1,729$213,761dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001904033-24-000005this filing2024-10-28acceptance time not in the bulk data set