Buttonwood Financial Advisors Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$229M
Signature - Title
Jeffrey Malcom - Portfolio Manager
Location
Baltimore, MD
Summary
This page shows a list of all the recent 13F filings made by Buttonwood Financial Advisors Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buttonwood Financial Advisors Inc. reported 96 stock holdings with total value $229M as of Q3 2024. Top holdings included MOAT, FHLC, MSFT, FBND, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 96 $229M +$10.2M -$5.32M +$4.91M MOAT, FHLC, MSFT, FBND, BRKB 13F-HR 10/28/2024, 11:40 AM
Q2 2024 99 $212M +$10.9M -$9.68M +$1.17M MOAT, MSFT, FHLC, GOOGL, FBND 13F-HR 8/8/2024, 12:41 PM
Q1 2024 103 $213M +$19.1M -$4.33M +$14.7M MOAT, MSFT, FHLC, BRKB, GOOGL 13F-HR 4/24/2024, 11:16 AM
Q4 2023 99 $183M +$15.2M -$5.54M +$9.66M MOAT, MSFT, FHLC, GOOGL, BRKB 13F-HR 1/22/2024, 11:48 AM
Q3 2023 99 $158M +$12.5M -$10M +$2.52M MOAT, MSFT, FHLC, GOOGL, BRKB 13F-HR 10/16/2023, 12:13 PM
Q2 2023 97 $160M +$24.9M -$2.59M +$22.3M ISTB, MOAT, MSFT, FHLC, BRKB 13F-HR 7/10/2023, 03:41 PM
Q1 2023 71 $129M +$3.31M -$1.35M +$1.96M ISTB, MOAT, MSFT, FHLC, BRKB 13F-HR 4/10/2023, 11:55 AM
Q4 2022 71 $119M +$3.8M -$2.81M +$993K ISTB, FHLC, MOAT, MSFT, BRKB 13F-HR 1/13/2023, 02:55 PM
Q3 2022 71 $110M +$9.91M -$1.47M +$8.44M ISTB, FHLC, MSFT, MOAT, BRKB 13F-HR 10/14/2022, 11:14 AM
Q2 2022 71 $111M +$21.1M -$4.2M +$16.9M ISTB, FHLC, MSFT, GOOGL, MOAT 13F-HR 7/7/2022, 02:42 PM
Q1 2022 68 $111M +$16M -$3.48M +$12.6M ISTB, FHLC, MSFT, GOOGL, BRKB 13F-HR 4/18/2022, 10:52 AM
Q4 2021 50 $102M $0 $0 ISTB, FHLC, GOOGL, MSFT, BRKB 13F-HR 1/27/2022, 12:42 PM