Buttonwood Financial Advisors Inc. Purchases in Q3 2025

Buttonwood Financial Advisors Inc.

  • $280 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
4.36K
+ 6.33%
$174.36 - $254.72 $759K - $1.11M
73.2K $17.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
106K
+ 39.32%
$45.26 - $46.63 $4.82M - $4.96M
377K $17.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
75.3K
+ 40.19%
$48.31 - $48.93 $3.64M - $3.69M
263K $12.8M
FISV
Fiserv Inc

Technology
29.1K
+ 242.12%
N/A
41.1K $5.15M
ASML
Asml Holding Nv

Technology
3.4K
New
$689.63 - $968.09 $2.35M - $3.29M
3.4K $3.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
31.3K
+ 11.72%
N/A
299K $25.6M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
24K
+ 12.67%
$61.56 - $66.95 $1.48M - $1.61M
214K $14.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
20.5K
+ 20.98%
$86.07 - $90.74 $1.76M - $1.86M
118K $10.6M
TER
Teradyne, Inc

Technology
4.55K
+ 20.43%
$90.15 - $137.64 $410K - $626K
26.8K $3.69M
IT
Gartner Inc

Technology
6.01K
New
$225.98 - $406.7 $1.36M - $2.45M
6.01K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.62K
+ 7.51%
$459.11 - $506.91 $741K - $819K
23.1K $11.6M
HSY
Hershey CO

Consumer Defensive
3.98K
+ 106.71%
$161.95 - $193.45 $644K - $770K
7.71K $1.44M
VTI
Vanguard Total Stock Market Et

ETFs
1.94K
+ 67.07%
$303.93 - $329.86 $589K - $640K
4.83K $1.59M
LMT
Lockheed Martin Corp

Industrials
1.11K
+ 44.21%
$410.74 - $499.21 $458K - $556K
3.63K $1.81M
PEP
Pepsico Inc

Consumer Defensive
3.45K
+ 31.96%
$133.81 - $152.16 $461K - $524K
14.2K $2M
AMAT
Applied Materials Inc

Technology
1.41K
+ 11.02%
$156.25 - $204.95 $220K - $288K
14.2K $2.9M
MKL
Markel Corp

Financial Services
435
+ 14.01%
$1898.34 - $2031.8 $826K - $884K
3.54K $6.77M
AMZN
Amazon Com Inc

Consumer Cyclical
2.23K
+ 8.99%
$211.65 - $238.24 $471K - $530K
27K $5.92M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.05K
+ 195.51%
$131.78 - $176.09 $533K - $712K
6.11K $823K
XOM
Exxon Mobil Corp

Energy
2.78K
+ 9.81%
$105.83 - $117.22 $294K - $326K
31.1K $3.51M
CNQ
Canadian Natural Resources LTD

Energy
10.3K
+ 9.89%
$29.31 - $32.93 $301K - $338K
114K $3.65M
CSGP
Costar Group, Inc.

Real Estate
3.88K
+ 72.32%
$81.42 - $96.83 $316K - $376K
9.24K $779K
CPRT
Copart Inc

Consumer Cyclical
7.53K
New
$44.6 - $49.97 $336K - $376K
7.53K $338K
SPGI
S&P Global Inc.

Financial Services
801
+ 56.25%
$484.94 - $564.15 $388K - $452K
2.23K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
962
+ 13.43%
$164.63 - $174.58 $158K - $168K
8.13K $1.42M
KLAC
Kla Corp

Technology
213
New
$843.9 - $1078.6 $180K - $230K
213 $229K
SPY
Spdr S&P 500 ETF Trust

ETFs
70
+ 4.95%
$617.65 - $666.84 $43.2K - $46.7K
1.48K $987K
NVDA
Nvidia Corp

Technology
98
+ 4.65%
$153.3 - $186.58 $15K - $18.3K
2.21K $411K
VB
Vanguard Small Cap ETF

ETFs
64
+ 6.04%
$237.58 - $259.17 $15.2K - $16.6K
1.12K $285K
Brookfield Corp
6.77K
+ 16.07%
N/A
48.9K $0
ARW
Arrow Electronics Inc

Technology
2.99K
+ 5.25%
$114.66 - $133.24 $343K - $398K
59.9K $7.25M
AMT
American Tower Corp

Real Estate
2
+ 0.07%
$192.32 - $232.35 $385 - $465
3.02K $580K
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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