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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 : 9     View All Holdings Currently Viewing:  Unchanged 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
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 56 - $242.07 $723,000 2,894 0.34% 50,000 0 0.001    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 77 - $175.95 $456,000 2,992 0.21% 34,000 0 0    Search Engines & Info...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 82 - $361.13 $389,000 1,130 0.18% 38,000 0 0    Closed - End Fund - E...
   (ETN)1 Year Chart         ETN Eaton Corp 86 - $314.83 $313,000 1,000 0.15% 72,000 0 0    Diversified Machinery
   (YUM)1 Year Chart         YUM YUM! Brands Inc 91 - $134.34 $271,000 1,955 0.13% 16,000 0 0.001    Restaurants
   (GPC)1 Year Chart         GPC Genuine Parts Co 94 - $145.19 $256,000 1,655 0.12% 27,000 0 0.001    Auto Parts Wholesale
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 96 - $67.81 $238,000 3,400 0.11% -8,000 0 0    Food - Major Diversified
   (RTX)1 Year Chart         RTX RTX Corp 97 - $101.02 $235,000 2,405 0.11% 33,000 0 0    Conglomerates
   (IJJ)1 Year Chart         IJJ iShares S&P MC 400/BARRA VL 101 - $113.96 $213,000 1,798 0.1% 8,000 0 0.003    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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