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)
Name | % Change |
---|---|
FBND Fidelity Total Bond | 2.87% |
MKL Markel Corp. (Holdin | 0.99% |
MOAT VanEck Morningstar W | 0.97% |
VIGI VANGUARD INTERNATION | 0.71% |
ISTB iShares Core 1-5 Yea | 0.26% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ROP Roper Technologies I | 0.68% |
BRK.B Berkshire Hathaway I | 0.66% |
GOOGL Alphabet Inc. Class | 0.48% |
UNH UnitedHealth Group I | 0.28% |
EMR Emerson Electric Co. | 0.22% |
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