Buttonwood Financial Advisors Inc. Reduced Holdings in Q3 2024

Buttonwood Financial Advisors Inc.

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-109
- 0.41%
$395.15 - $467.56 $43.1K - $51K
26.3K $11.3M
VIG
Vanguard Dividend Appreciation

ETFs
-633
- 3.23%
$182.15 - $182.15 $115K - $115K
19K $3.45M
EMR
Emerson Electric CO

Industrials
-886
- 4.01%
$98.19 - $118.87 $87K - $105K
21.2K $2.32M
DIS
Walt Disney CO

Communication Services
-159
- 0.62%
$85.6 - $98.61 $13.6K - $15.7K
25.6K $2.47M
BAC
Bank Of America Corp

Financial Services
-2.35K
- 6.92%
$36.65 - $44.13 $85.9K - $103K
31.5K $1.25M
FISV
Fiserv Inc

Technology
-676
- 4.97%
N/A
12.9K $1.62M
SLB
Schlumberger Limited

Energy
-138
- 0.91%
$39.57 - $49.67 $5.46K - $6.85K
15.1K $632K
VB
Vanguard Small Cap ETF

ETFs
-456
- 29.17%
$214.77 - $237.72 $97.9K - $108K
1.11K $262K
SOXX
Ishares Semiconductor ETF

ETFs
-30
- 1.91%
$199.29 - $265.49 $5.98K - $7.96K
1.54K $355K
ROK
Rockwell Automation, Inc

Industrials
-36
- 1.44%
$248.27 - $294.37 $8.94K - $10.6K
2.46K $661K
SO
Southern CO

Utilities
-699
- 16.87%
$77.0 - $90.52 $53.8K - $63.3K
3.44K $310K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-28
- 6.53%
$3305.62 - $4268.05 $92.6K - $120K
401 $1.69M
UPS
United Parcel Service Inc

Industrials
-29
- 0.61%
$123.32 - $147.38 $3.58K - $4.27K
4.7K $639K
VO
Vanguard Mid Cap ETF

ETFs
-228
- 8.31%
$237.84 - $263.83 $54.2K - $60.2K
2.52K $663K
Kenvue Inc
-11.5K
- 8.41%
N/A
125K $0
Ge Vernova Inc
-1
- 0.07%
N/A
1.38K $0
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-69
- 3.84%
$111.9 - $124.28 $7.72K - $8.58K
1.73K $213K
MKC
Mccormick & CO Inc

Consumer Defensive
-370
- 10.21%
$69.44 - $84.76 $25.7K - $31.4K
3.25K $267K
GD
General Dynamics Corp

Industrials
-47
- 2.17%
$279.51 - $308.09 $13.1K - $14.5K
2.12K $640K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-11
- 0.51%
$285.48 - $330.24 $3.14K - $3.63K
2.13K $684K
XOM
Exxon Mobil Corp

Energy
-347
- 1.22%
$109.72 - $119.0 $38.1K - $41.3K
28K $3.28M
JPM
Jpmorgan Chase & CO

Financial Services
-123
- 2.35%
$194.9 - $224.8 $24K - $27.7K
5.12K $1.08M
HSY
Hershey CO

Consumer Defensive
-23
- 0.72%
$182.45 - $203.25 $4.2K - $4.67K
3.16K $605K
DUK
Duke Energy Corp

Utilities
-222
- 7.3%
$99.35 - $117.71 $22.1K - $26.1K
2.82K $325K
VTI
Vanguard Total Stock Market Et

ETFs
-35
- 1.81%
$255.18 - $283.2 $8.93K - $9.91K
1.9K $539K
PEP
Pepsico Inc

Consumer Defensive
-72
- 0.99%
$161.9 - $179.3 $11.7K - $12.9K
7.18K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 1.95%
$801.83 - $917.05 $21.6K - $24.8K
1.36K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
-103
- 1.37%
$160.76 - $177.82 $16.6K - $18.3K
7.4K $1.28M
JNJ
Johnson & Johnson

Healthcare
-53
- 1.56%
$145.48 - $167.38 $7.71K - $8.87K
3.34K $541K
ARES
Ares Management Corp

Financial Services
-111
- 3.93%
$133.73 - $158.05 $14.8K - $17.5K
2.71K $422K
NEE
Nextera Energy Inc

Utilities
-68
- 1.67%
$69.9 - $84.97 $4.75K - $5.78K
4.01K $338K
EBAY
Ebay Inc

Consumer Cyclical
-578
- 7.47%
$52.61 - $65.44 $30.4K - $37.8K
7.16K $466K
CEG
Constellation Energy Corp

Utilities
-23
- 2.26%
$167.08 - $262.86 $3.84K - $6.05K
994 $258K
NFLX
Netflix Inc

Communication Services
-16
- 0.76%
$598.55 - $722.26 $9.58K - $11.6K
2.1K $1.49M
KO
Coca Cola CO

Consumer Defensive
-237
- 2.37%
$62.69 - $73.01 $14.9K - $17.3K
9.75K $700K
WMT
Walmart Inc.

Consumer Defensive
-34
- 0.66%
$66.91 - $81.4 $2.27K - $2.77K
5.11K $412K
ADP
Automatic Data Processing Inc

Industrials
-20
- 1.05%
$233.44 - $279.45 $4.67K - $5.59K
1.89K $523K
UNH
Unitedhealth Group Inc

Healthcare
-89
- 4.8%
$488.01 - $604.18 $43.4K - $53.8K
1.77K $1.03M
SPGI
S&P Global Inc.

Financial Services
-23
- 1.63%
$446.32 - $527.38 $10.3K - $12.1K
1.39K $717K
ICE
Intercontinental Exchange, Inc.

Financial Services
-338
- 5.16%
$136.93 - $162.81 $46.3K - $55K
6.22K $998K
AMT
American Tower Corp

Real Estate
-59
- 1.71%
$192.27 - $242.73 $11.3K - $14.3K
3.4K $789K
GE
General Electric CO

Industrials
-192
- 3.53%
$156.66 - $189.66 $30.1K - $36.4K
5.25K $990K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-626
- 6.74%
$57.22 - $80.08 $35.8K - $50.1K
8.67K $676K
V
Visa Inc.

Financial Services
-150
- 0.96%
$253.74 - $291.56 $38.1K - $43.7K
15.5K $4.26M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.59K
- 1.52%
$31.05 - $34.29 $49.2K - $54.3K
103K $3.52M
BLK
Black Rock Inc.

Financial Services
-41
- 2.89%
$782.27 - $949.51 $32.1K - $38.9K
1.38K $1.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-46
- 0.97%
$245.82 - $304.51 $11.3K - $14K
4.68K $1.42M
LMT
Lockheed Martin Corp

Industrials
-50
- 1.89%
$460.3 - $584.56 $23K - $29.2K
2.6K $1.52M
ACN
Accenture PLC

Technology
-42
- 0.7%
$295.44 - $355.81 $12.4K - $14.9K
5.97K $2.11M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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