Buttonwood Financial Advisors Inc. holdings history

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115 is the total number of securities Buttonwood Financial Advisors Inc. has owned. The longest Buttonwood Financial Advisors Inc. has owned a single stock is 8 quarters.

Buttonwood Financial Advisors Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ISTB ISHARES TR883.14%9.83%12.22%Q4 2021Q3 20238
FHLC FIDELITY COVINGTON TRUST885.29%6.80%8.38%Q4 2021Q3 20238
MSFT MICROSOFT CORP886.14%6.56%7.08%Q4 2021Q3 20238
MOAT VANECK VECTORS ETF TR884.15%6.07%7.62%Q4 2021Q3 20238
GOOGL ALPHABET INC884.29%5.29%6.67%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...884.70%5.14%5.79%Q4 2021Q3 20238
FB META PLATFORMS INC881.71%3.08%4.19%Q4 2021Q3 20238
BUD ANHEUSER BUSCH INBEV S...882.37%2.80%3.34%Q4 2021Q3 20238
V VISA INC881.93%2.24%2.42%Q4 2021Q3 20238
MCHP MICROCHIP TECHNOLOGY INC.880.86%1.89%2.37%Q4 2021Q3 20238
XOM EXXON MOBIL CORP881.32%1.85%2.25%Q4 2021Q3 20238
SBUX STARBUCKS CORP881.49%1.81%2.36%Q4 2021Q3 20238
SHY ISHARES TR881.65%1.80%2.23%Q4 2021Q3 20238
CNQ CANADIAN NAT RES LTD881.46%1.78%2.12%Q4 2021Q3 20238
ACN ACCENTURE PLC IRELAND881.24%1.77%3.36%Q4 2021Q3 20238
DIS DISNEY WALT CO881.23%1.73%2.59%Q4 2021Q3 20238
AAPL APPLE INC881.15%1.66%2.32%Q4 2021Q3 20238
FISV FISERV INC881.25%1.63%1.90%Q4 2021Q3 20238
AMZN AMAZON COM INC881.00%1.56%1.94%Q4 2021Q3 20238
HD HOME DEPOT INC881.27%1.54%1.82%Q4 2021Q3 20238
AXP AMERICAN EXPRESS CO881.06%1.54%2.06%Q4 2021Q3 20238
EMR EMERSON ELEC CO881.24%1.41%1.64%Q4 2021Q3 20238
MCD MCDONALDS CORP881.01%1.21%1.45%Q4 2021Q3 20238
BKNG BOOKING HOLDINGS INC880.85%1.00%1.31%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.61%1.00%1.59%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.84%1.00%1.23%Q4 2021Q3 20238
AMAT APPLIED MATLS INC880.71%1.00%1.42%Q4 2021Q3 20238
LOW LOWES COS INC880.79%0.99%1.49%Q4 2021Q3 20238
MMM 3M CO880.81%0.97%1.16%Q4 2021Q3 20238
ROP ROPER TECHNOLOGIES INC880.68%0.94%1.51%Q4 2021Q3 20238
EBAY EBAY INC.880.24%0.77%1.33%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.48%0.76%1.08%Q4 2021Q3 20238
MKL MARKEL GROUP INC880.49%0.62%0.77%Q4 2021Q3 20238
SLB SCHLUMBERGER LTD880.46%0.56%0.70%Q4 2021Q3 20238
PYPL PAYPAL HLDGS INC880.35%0.53%0.90%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.26%0.51%0.60%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.40%0.48%0.58%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...880.29%0.45%0.66%Q4 2021Q3 20238
GD GENERAL DYNAMICS CORP880.31%0.44%0.52%Q4 2021Q3 20238
SPGI S&P GLOBAL INC880.26%0.34%0.38%Q4 2021Q3 20238
BA BOEING CO880.18%0.23%0.31%Q4 2021Q3 20238
NFLX NETFLIX INC770.53%1.04%1.42%Q1 2022Q3 20237
UNH UNITEDHEALTH GROUP INC770.55%0.94%1.20%Q1 2022Q3 20237
USB US BANCORP DEL770.18%0.88%1.33%Q4 2021Q2 20237
AMT AMERICAN TOWER CORP NEW770.52%0.73%1.14%Q1 2022Q3 20237
BLK BLACKROCK INC770.39%0.67%0.83%Q1 2022Q3 20237
PEP PEPSICO INC770.35%0.62%0.81%Q1 2022Q3 20237
KO COCA COLA CO770.36%0.61%0.84%Q1 2022Q3 20237
D DOMINION ENERGY INC770.37%0.59%0.76%Q1 2022Q3 20237
GENERAL ELECTRIC CO610.34%0.40%0.53%Q4 2021Q3 20237
WMT WALMART INC770.28%0.37%0.42%Q1 2022Q3 20237
MKC MCCORMICK & CO INC770.24%0.34%0.50%Q1 2022Q3 20237
ABT ABBOTT LABS770.26%0.34%0.38%Q1 2022Q3 20237
NEE NEXTERA ENERGY INC770.16%0.33%0.44%Q1 2022Q3 20237
ABBV ABBVIE INC770.29%0.32%0.42%Q1 2022Q3 20237
PFE PFIZER INC770.21%0.31%0.45%Q1 2022Q3 20237
DUK DUKE ENERGY CORP NEW770.19%0.30%0.40%Q1 2022Q3 20237
ARES ARES MANAGEMENT CORPOR...770.20%0.24%0.26%Q1 2022Q3 20237
DFAC DIMENSIONAL ETF TRUST661.74%2.03%2.22%Q2 2022Q3 20236
NEP NEXTERA ENERGY PARTNER...660.17%0.25%0.33%Q1 2022Q2 20236
SO SOUTHERN CO660.18%0.21%0.25%Q2 2022Q3 20236
GPC GENUINE PARTS CO660.15%0.20%0.24%Q2 2022Q3 20236
FFA FIRST TR ENHANCED EQUI...660.15%0.19%0.24%Q2 2022Q3 20236
RTX RAYTHEON TECHNOLOGIES ...660.15%0.19%0.21%Q1 2022Q2 20236
MDLZ MONDELEZ INTL INC660.16%0.18%0.20%Q2 2022Q3 20236
KMX CARMAX INC410.26%0.77%0.96%Q4 2021Q3 20235
SCHW SCHWAB CHARLES CORP550.20%0.62%1.19%Q3 2022Q3 20235
ICE INTERCONTINENTAL EXCHA...550.51%0.56%0.62%Q3 2022Q3 20235
WFC WELLS FARGO CO NEW550.22%0.24%0.27%Q4 2021Q4 20225
IJH ISHARES TR440.30%0.47%0.68%Q4 2022Q3 20234
IWB ISHARES TR440.34%0.39%0.44%Q4 2022Q3 20234
TWTR TWITTER INC330.55%0.81%0.97%Q4 2021Q2 20223
CMCSA COMCAST CORP NEW330.29%0.32%0.35%Q4 2021Q2 20223
IVV ISHARES TR210.18%0.20%0.22%Q4 2021Q3 20233
SOXX ISHARES TR330.17%0.18%0.19%Q1 2023Q3 20233
AZPN ASPEN TECHNOLOGY INC221.80%1.81%1.81%Q4 2021Q1 20222
VIG VANGUARD SPECIALIZED F...221.41%1.69%1.97%Q2 2023Q3 20232
ITOT ISHARES TR221.16%1.31%1.47%Q2 2023Q3 20232
MGC VANGUARD WORLD FD220.73%0.84%0.96%Q2 2023Q3 20232
FBND FIDELITY MERRIMACK STR TR220.53%0.66%0.78%Q2 2023Q3 20232
WARNER BROS DISCOVERY INC220.61%0.63%0.64%Q2 2023Q3 20232
COST COSTCO WHSL CORP NEW220.33%0.45%0.57%Q2 2023Q3 20232
JNJ JOHNSON & JOHNSON220.41%0.41%0.42%Q2 2023Q3 20232
VO VANGUARD INDEX FDS220.30%0.34%0.39%Q2 2023Q3 20232
SPY SPDR S&P 500 ETF TR220.32%0.32%0.33%Q2 2023Q3 20232
IJR ISHARES TR220.26%0.32%0.38%Q2 2023Q3 20232
VB VANGUARD INDEX FDS220.27%0.30%0.34%Q2 2023Q3 20232
MGK VANGUARD WORLD FD220.23%0.28%0.33%Q2 2023Q3 20232
SYK STRYKER CORPORATION220.24%0.27%0.30%Q2 2023Q3 20232
ALC ALCON AG220.24%0.27%0.29%Q2 2022Q3 20222
VGSH VANGUARD SCOTTSDALE FDS220.22%0.26%0.31%Q2 2023Q3 20232
ZTS ZOETIS INC220.24%0.26%0.27%Q2 2022Q3 20222
VTI VANGUARD INDEX FDS220.25%0.25%0.25%Q2 2023Q3 20232
GOOG ALPHABET INC220.19%0.22%0.25%Q2 2023Q3 20232
VUG VANGUARD INDEX FDS220.20%0.20%0.20%Q2 2023Q3 20232
WSM WILLIAMS SONOMA INC220.13%0.20%0.26%Q2 2023Q3 20232
EXPD EXPEDITORS INTL WASH INC220.17%0.18%0.20%Q2 2023Q3 20232
ESG FLEXSHARES TR220.18%0.18%0.18%Q2 2023Q3 20232
ORCL ORACLE CORP220.16%0.17%0.17%Q2 2023Q3 20232
YUM YUM BRANDS INC220.16%0.16%0.17%Q2 2023Q3 20232
CSCO CISCO SYS INC220.13%0.15%0.17%Q2 2023Q3 20232
LDOS LEIDOS HOLDINGS INC220.13%0.13%0.14%Q2 2023Q3 20232
ETN EATON CORP PLC220.13%0.13%0.14%Q2 2023Q3 20232
RVT ROYCE VALUE TR INC220.11%0.12%0.13%Q2 2022Q3 20222
FFIV F5 INC111.58%1.58%1.58%Q4 2021Q4 20211
KENVUE INC111.18%1.18%1.18%Q3 2023Q3 20231
GE GENERAL ELECTRIC CO110.48%0.48%0.48%Q1 2022Q1 20221
VIGI VANGUARD WHITEHALL FDS110.23%0.23%0.23%Q3 2023Q3 20231
ADBE ADOBE SYSTEMS INCORPOR...110.22%0.22%0.22%Q1 2022Q1 20221
VZ VERIZON COMMUNICATIONS...110.18%0.18%0.18%Q1 2022Q1 20221
GNTX GENTEX CORP110.18%0.18%0.18%Q3 2023Q3 20231
NVS NOVARTIS AG110.18%0.18%0.18%Q3 2023Q3 20231
IJJ ISHARES TR110.14%0.14%0.14%Q2 2023Q2 20231
QDF FLEXSHARES TR110.13%0.13%0.13%Q3 2023Q3 20231
BLACKROCK CAP INVT CORP110.07%0.07%0.07%Q1 2022Q1 20221
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The securities at the top of the list , including ISHARES TR, FIDELITY COVINGTON TRUST, and MICROSOFT CORP, are the highest-conviction holdings of Buttonwood Financial Advisors Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Buttonwood Financial Advisors Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Buttonwood Financial Advisors Inc. owns currently or has owned in the past.