Buttonwood Financial Advisors Inc. Purchases in Q2 2025

Buttonwood Financial Advisors Inc.

  • $241 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
569
+ 2.15%
$354.56 - $497.45 $202K - $283K
27K $13.4M
TER
Teradyne, Inc

Technology
22.3K
New
$67.96 - $91.05 $1.51M - $2.03M
22.3K $2M
GOOGL
Alphabet Inc.

Communication Services
923
+ 1.36%
$144.7 - $178.6 $134K - $165K
68.8K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 5.75%
$167.32 - $223.3 $225K - $300K
24.7K $5.43M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.99K
+ 3.15%
$75.29 - $91.16 $225K - $272K
97.8K $8.81M
AMAT
Applied Materials Inc

Technology
304
+ 2.44%
$126.95 - $183.52 $38.6K - $55.8K
12.8K $2.34M
MKL
Markel Corp

Financial Services
48
+ 1.57%
$1678.5 - $1997.36 $80.6K - $95.9K
3.11K $6.2M
CSGP
Costar Group, Inc.

Real Estate
5.36K
New
$72.62 - $83.22 $389K - $446K
5.36K $431K
COF
Capital One Financial Corp

Financial Services
1.49K
New
$150.57 - $212.76 $225K - $318K
1.49K $317K
CEG
Constellation Energy Corp

Utilities
882
New
$170.96 - $322.76 $151K - $285K
882 $284K
PEP
Pepsico Inc

Consumer Defensive
2.91K
+ 36.92%
$128.02 - $151.37 $372K - $440K
10.8K $1.42M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.51%
$4164.15 - $5789.24 $4.16K - $5.79K
196 $1.13M
CNQ
Canadian Natural Resources LTD

Energy
3.07K
+ 3.05%
$25.14 - $34.01 $77.2K - $104K
104K $3.26M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2K
+ 1.08%
$47.89 - $48.65 $95.7K - $97.3K
187K $9.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.14K
+ 6.79%
$51.16 - $62.02 $58.2K - $70.5K
17.9K $1.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
535
+ 8.07%
$141.87 - $164.49 $75.9K - $88K
7.16K $1.18M
GOOG
Alphabet Inc.

Communication Services
203
+ 5.87%
$146.58 - $180.01 $29.8K - $36.5K
3.66K $649K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.05K
+ 1.42%
$82.21 - $83.12 $85.9K - $86.9K
74.7K $6.19M
IWB
Ishares Tr Russell 1000 ETF

ETFs
26
+ 1.21%
$272.36 - $339.57 $7.08K - $8.83K
2.18K $739K
PYPL
Pay Pal Holdings, Inc.

Financial Services
49
+ 0.69%
$57.41 - $74.81 $2.81K - $3.67K
7.15K $531K
STZ
Constellation Brands, Inc.

Consumer Defensive
592
+ 40.08%
$160.0 - $195.62 $94.7K - $116K
2.07K $336K
HSY
Hershey CO

Consumer Defensive
482
+ 14.85%
$151.29 - $173.13 $72.9K - $83.4K
3.73K $618K
SPGI
S&P Global Inc.

Financial Services
69
+ 5.09%
$438.31 - $527.29 $30.2K - $36.4K
1.42K $750K
SYK
Stryker Corp

Healthcare
2
+ 0.12%
$337.37 - $395.63 $675 - $791
1.69K $666K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
25
+ 1.4%
$103.88 - $123.68 $2.6K - $3.09K
1.81K $223K
AMT
American Tower Corp

Real Estate
1
+ 0.03%
$203.96 - $228.19 $204 - $228
3.02K $666K
Brookfield Corp
42.1K
New
N/A
42.1K $0
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.05%
$102.84 - $122.24 $103 - $122
2.17K $247K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$146.36 - $159.82 $146 - $160
3.09K $471K
XOM
Exxon Mobil Corp

Energy
876
+ 3.19%
$99.93 - $119.04 $87.5K - $104K
28.3K $3.05M
AAPL
Apple Inc.

Technology
12
+ 0.08%
$172.42 - $223.89 $2.07K - $2.69K
14.9K $3.05M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
7.9K
+ 4.35%
$61.03 - $67.59 $482K - $534K
190K $12.1M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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