13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001904033
Total reported value
$328.7M
$328.7M
99 檔
19.2%
At the close of Q2 2024, Buttonwood Financial Advisors Inc. disclosed equity holdings valued at approximately $328.7M, spread across 99 reported holdings.
During Q2 2024, Buttonwood Financial Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.87% | -0.30% | +11.43% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.56% | +0.22% | -11.80% | |
| 3 | FHLC | Fidelity Msci Health Care | ETF-Other | 5.51% | -0.04% | -0.62% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.30% | +0.57% | -3.69% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.54% | -0.32% | +14.43% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.46% | -0.17% | -0.63% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.28% | -0.31% | -7.16% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.07% | -1.00% | -1.19% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.32% | +0.12% | +28.81% | |
| 10 | ARW | Arrow Electronics Inc | Stock-Tech | 2.25% | +0.70% | +90.60% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.14% | -0.20% | +2.55% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | +0.08% | -2.40% | |
| 13 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 2.04% | +0.06% | -0.86% | |
| 14 | MKL | Markel Group Inc | Stock-Financials | 1.96% | -0.15% | +3.01% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | +0.04% | -2.46% | |
| 16 | MCHP | Microchip Technology Inc | Stock-Tech | 1.92% | +0.29% | -1.84% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.69% | -0.05% | -0.94% | |
| 18 | CNQ | Canadian Natural Resources | Stock-Energy | 1.63% | -0.51% | +102.02% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.58% | +0.04% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.46% | +0.63% | |
| 21 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.50% | -0.14% | -1.70% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.03% | -0.44% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.35% | +1.19% | -1.09% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.27% | +0.01% | -1.17% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.07% | -2.23% | |
| 26 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.17% | — | +0.71% | |
| 27 | AXP | American Express Co | Stock-Financials | 1.16% | +0.01% | -3.37% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 1.15% | -0.01% | -6.28% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.02% | -7.49% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.97% | -0.28% | +4.84% | |
| 31 | FISV | Fiserv Inc | Stock-Other | 0.96% | -0.24% | -4.62% | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.89% | — | +0.98% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.86% | -0.16% | -2.19% | |
| 34 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.80% | -0.01% | -4.45% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.79% | — | -7.37% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.20% | -1.49% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | +0.01% | -1.53% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.06% | -0.42% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.02% | -15.04% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.16% | +0.69% | |
| 41 | KMX | Carmax Inc | Stock-Consumer Disc | 0.57% | — | -3.68% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.10% | -17.69% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.13% | -11.63% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.06% | -0.36% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.01% | -0.42% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.53% | — | -3.54% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.50% | — | -10.22% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.04% | -12.99% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.42% | -0.08% | -2.60% | |
| 50 | GE | General Electric | Stock-Industrials | 0.41% | +0.07% | -5.50% |
According to official SEC Form 13F filings, Buttonwood Financial Advisors Inc. reported a total U.S. public equity portfolio value of $328.7M across 99 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MOAT, MSFT, FHLC) accounted for 19.2% of total reported equity market value during Q2 2024.
During Q2 2024, Buttonwood Financial Advisors Inc.'s top holdings by market value included MOAT (8.9%)、MSFT (5.6%)、FHLC (5.5%). The largest single position, MOAT, represented 8.9% of total portfolio value.
In Q2 2024, Buttonwood Financial Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.