$129 Million is the total value of Buttonwood Financial Advisors Inc.'s 71 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SOXX | New | ISHARES TRishares semicdtr | $249,460 | – | 561 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 12.2% |
FIDELITY COVINGTON TRUST | 8 | Q3 2023 | 8.4% |
MICROSOFT CORP | 8 | Q3 2023 | 7.1% |
VANECK VECTORS ETF TR | 8 | Q3 2023 | 7.6% |
ALPHABET INC | 8 | Q3 2023 | 6.7% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 5.8% |
META PLATFORMS INC | 8 | Q3 2023 | 4.2% |
ANHEUSER BUSCH INBEV SA/NV | 8 | Q3 2023 | 3.3% |
VISA INC | 8 | Q3 2023 | 2.4% |
MICROCHIP TECHNOLOGY INC. | 8 | Q3 2023 | 2.4% |
View Buttonwood Financial Advisors Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-24 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-16 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-10 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-07 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-27 |
View Buttonwood Financial Advisors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.