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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 2024-12-31, filed 2025-01-22, with 97 holding rows worth $227,476,935.

Accession
0001904033-25-000001
Filer
CIK 1904033
Filed
2025-01-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 97 entries on the cover page, a total value of $227,476,935 stated on the cover page (in dollars after the unit check, H1), rows summing to $227,476,935 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 MOAT255,997$23,737,288dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM64,132$12,140,094dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I178,664$11,675,675dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF255,763$11,476,101dollars as filed
Microsoft Corp594918104COM25,995$10,956,812dollars as filed
Berkshire Hathaway Inc084670702COM22,314$10,114,567dollars as filed
META PLATFORMS INC CL A30303M102COM16,782$9,826,202dollars as filed
ISHARES TR46432F859CORE 1 5 YR USD163,016$7,787,280dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS89,199$7,134,991dollars as filed
ISHARES TR464287457COM70,091$5,746,093dollars as filed
ARROW ELECTRS INC042735100COM46,860$5,300,785dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock89,386$5,126,297dollars as filed
Amazon.com, Inc023135106COM23,290$5,109,539dollars as filed
MARKELGROUPINC570535104STOK2,877$4,966,795dollars as filed
Visa Inc92826C839COM14,974$4,732,343dollars as filed
Apple Inc037833100COM14,762$3,696,809dollars as filed
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR03524A108ADR73,832$3,696,745dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS18,200$3,564,019dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 295,110$3,289,854dollars as filed
Charles Schwab Corp808513105COM44,019$3,257,811dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock99,409$3,068,747dollars as filed
American Express Company025816109COM10,014$2,972,131dollars as filed
EXXON MOBIL CORP30231G102COM27,501$2,958,279dollars as filed
Walt Disney Co254687106COM25,339$2,821,462dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS21,883$2,814,623dollars as filed
FISERV INC337738108COM12,371$2,541,149dollars as filed
EMERSON ELEC CO COM291011104Stock19,886$2,464,451dollars as filed
Home Depot, Inc437076102COM6,214$2,417,065dollars as filed
Starbucks Corporation855244109COM26,022$2,374,540dollars as filed
Accenture Plc Class AG1151C101COM5,911$2,079,441dollars as filed
MGC921910873COM9,594$2,040,166dollars as filed
Applied Materials,Inc.038222105COM12,286$1,998,052dollars as filed
Netflix, Inc64110L106COM2,073$1,848,101dollars as filed
Lowes Companies,Inc.548661107COM5,858$1,445,631dollars as filed
BlackRock,Inc.09290D101COM1,349$1,382,595dollars as filed
McDonalds Corporation580135101COM4,627$1,341,267dollars as filed
GENUINE PARTS CO COM372460105Stock10,928$1,275,908dollars as filed
Bank of America Corp060505104COM28,486$1,251,960dollars as filed
Lockheed Martin Corporation539830109COM2,561$1,244,349dollars as filed
Costco Wholesale Corporation22160K105COM1,356$1,242,788dollars as filed
Procter & Gamble Co742718109COM7,095$1,189,414dollars as filed
IJH464287507COM18,551$1,155,905dollars as filed
PepsiCo,Inc.713448108COM7,527$1,144,578dollars as filed
JPMorgan Chase & Co46625H100COM4,607$1,104,384dollars as filed
Booking Holdings Inc.09857L108COM195$969,065dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR7,460$948,341dollars as filed
KENVUE INC49177J102COM43,130$920,829dollars as filed
VTI922908769COM3,125$905,702dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS5,595$905,103dollars as filed
Intercontinental Exchange,Inc.45866F104COM5,855$872,454dollars as filed
UnitedHealth Group Inc91324P102COM1,695$857,668dollars as filed
General Electric Company369604301COM5,135$856,436dollars as filed
WILLIAMS SONOMA INC COM969904101Stock4,493$831,979dollars as filed
SPY78462F103SHS1,413$828,186dollars as filed
3M CO COM88579Y101Stock6,389$824,763dollars as filed
Vanguard Growth922908736COM1,793$735,842dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,151$692,966dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS1,990$683,255dollars as filed
S&P Global,Inc.78409V104COM1,368$681,156dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,506$667,632dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,517$664,709dollars as filed
Stryker Corporation863667101COM1,688$607,840dollars as filed
United Parcel Service,Inc. Class B911312106COM4,693$591,823dollars as filed
American Tower Corporation03027X100COM3,190$585,016dollars as filed
AbbVie,Inc.00287Y109COM3,275$582,016dollars as filed
Schlumberger Limited806857108COM14,971$573,989dollars as filed
PAYPALHLDGSINC70450Y103STOK6,724$573,872dollars as filed
HERSHEY CO COM427866108Stock3,298$558,527dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,117$557,787dollars as filed
Coca-Cola Company191216100COM8,880$552,844dollars as filed
Automatic Data Processing,Inc.053015103COM1,844$539,721dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS837$492,431dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock2,712$480,172dollars as filed
Johnson & Johnson478160104COM3,313$479,108dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,034$464,767dollars as filed
GE Vernova Inc.36828A101COM1,358$446,522dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,417$404,964dollars as filed
Oracle Corporation68389X105COM2,339$389,818dollars as filed
Walmart Inc.931142103COM4,185$378,082dollars as filed
Abbott Laboratories002824100COM3,170$358,587dollars as filed
EBAY INC. COM278642103Stock5,710$353,745dollars as filed
ISHARES TR464287523COM1,543$332,501dollars as filed
NVIDIA Corp67066G104COM2,201$295,535dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK725$291,146dollars as filed
Duke Energy Corporation26441C204COM2,699$290,746dollars as filed
iShares iBonds Dec 2026 Term Corporate ETF46435GAA0SHS11,761$283,087dollars as filed
Raytheon Technologies Corporation75513E101COM2,405$278,351dollars as filed
Vanguard Small-Cap ETF922908751SHS1,108$266,256dollars as filed
YUM BRANDS INC COM988498101Stock1,955$262,238dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock2,315$256,462dollars as filed
Southern Company842587107COM2,905$239,136dollars as filed
Wells Fargo & Company949746101COM3,392$238,241dollars as filed
SOLVENTUM CORP COM SHS83444M101Stock3,504$231,474dollars as filed
NextEra Energy,Inc.65339F101COM3,177$227,770dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS1,772$221,452dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock981$219,377dollars as filed
GENTEX CORP COM371901109Stock7,392$212,360dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001904033-25-000001this filing2025-01-22acceptance time not in the bulk data set