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  Name: Buttonwood Financial Advisors Inc.
  City: BALTIMORE
  State: MD
  Zip: 21202
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $212,684,000
  Total Value Change : $29,206,000
  Securities Held Change : 4
   
All Securities Held : 103
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 25
  Unchanged Positions : 9
  Decreased Positions : 63

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ARW)1 Year Chart         ARW Arrow Electronics Inc 23 New $131.69 $2,678,000 20,683 1.26% 2,678,000 20,683 0.027    Electronics Wholesale
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 58 New $136.06 $682,000 4,588 0.32% 682,000 4,588 0.001    Beverage - Brewers
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 59 New $255.91 $666,000 2,286 0.31% 666,000 2,286 0.002    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 93 New $1,208.88 $265,000 293 0.12% 265,000 293 0    Semiconductor - Speci...
   (CL)1 Year Chart         CL Colgate Palmolive Co 99 New $93.89 $223,000 2,475 0.1% 223,000 2,475 0    Personal Products
   (WFC)1 Year Chart         WFC Wells Fargo & Co 102 New $58.36 $204,000 3,519 0.1% 204,000 3,519 0    Domestic Money Center...

      6 Records Found
  1    
Page 1 of 1
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