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BUTTONWOOD FINANCIAL ADVISORS INC.

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BALTIMORE MD Investment Advisor
13F Summary
Buttonwood Financial Advisors is based out of Baltimore. Buttonwood Financial Advisors is a large advisory firm with 269 clients and discretionary assets under management (AUM) of $191,686,339 (Form ADV from 2023-07-14). Their last reported 13F filing for Q4 2023 included $183,482,405 in managed 13F securities and a top 10 holdings concentration of 44.89%. Buttonwood Financial Advisors's largest holding is VanEck Morningstar Wide Moat ETF with shares held of 185,598. Whalewisdom has at least 9 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MOAT VanEck Morningstar W 8.58%
MSFT Microsoft Corp. 6.4%
FHLC Fidelity MSCI Health 5.14%
GOOGL Alphabet Inc. Class 4.66%
BRK.B Berkshire Hathaway I 4.44%

2023-12-31

13F Activity

Market Value $183m, Prior: $158m
New Purchases 4 stocks
Added To 28 stocks
Sold out of 4 stocks
Reduced holdings in 59 stocks
Top 10 Holdings % 44.89%
Turnover %[1] 8.08%
Turnover Alt %[2] 2.79%
Time Held Top 20 5.4 quarters
Time Held Top 10 6.7 quarters
Time Held All 5.62 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance