Buttonwood Financial Advisors Inc. Reduced Holdings in Q1 2025

Buttonwood Financial Advisors Inc.

  • $223 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GPC
Genuine Parts CO

Consumer Cyclical
-7.31K
- 66.85%
$115.91 - $129.02 $847K - $942K
3.62K $431K
META
Meta Platforms, Inc.

Communication Services
-657
- 3.91%
$576.36 - $736.67 $379K - $484K
16.1K $9.29M
EMR
Emerson Electric CO

Industrials
-1.1K
- 5.54%
$108.64 - $131.17 $120K - $145K
18.8K $2.06M
DIS
Walt Disney CO

Communication Services
-599
- 2.36%
$96.87 - $114.0 $58K - $68.3K
24.7K $2.44M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-6.85K
- 7.2%
$32.42 - $36.13 $222K - $247K
88.3K $2.91M
AXP
American Express CO

Financial Services
-181
- 1.81%
$255.39 - $325.87 $46.2K - $59K
9.83K $2.65M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.09K
- 24.15%
$158.1 - $217.71 $172K - $236K
3.41K $538K
ACN
Accenture PLC

Technology
-33
- 0.56%
$300.91 - $398.25 $9.93K - $13.1K
5.88K $1.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-415
- 1.9%
$120.29 - $134.6 $49.9K - $55.9K
21.5K $2.62M
COST
Costco Wholesale Corp

Consumer Defensive
-235
- 17.33%
$890.62 - $1076.86 $209K - $253K
1.12K $1.06M
HD
Home Depot, Inc.

Consumer Cyclical
-85
- 1.37%
$347.25 - $424.87 $29.5K - $36.1K
6.13K $2.25M
MGC
Vanguard Mega Cap ETF

ETFs
-268
- 2.79%
$199.2 - $222.69 $53.4K - $59.7K
9.33K $1.88M
ARES
Ares Management Corp

Financial Services
-435
- 16.04%
$140.19 - $198.28 $61K - $86.3K
2.28K $333K
GOOG
Alphabet Inc.

Communication Services
-48
- 1.37%
$156.06 - $207.71 $7.49K - $9.97K
3.46K $540K
BAC
Bank Of America Corp

Financial Services
-1.37K
- 4.82%
$39.61 - $47.74 $54.3K - $65.5K
27.1K $1.13M
VIG
Vanguard Dividend Appreciation

ETFs
-596
- 3.27%
N/A
17.6K $3.21M
LMT
Lockheed Martin Corp

Industrials
-5
- 0.2%
$423.19 - $506.29 $2.12K - $2.53K
2.56K $1.14M
UPS
United Parcel Service Inc

Industrials
-194
- 4.13%
$109.66 - $136.26 $21.3K - $26.4K
4.5K $494K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-469
- 11.63%
$102.49 - $119.96 $48.1K - $56.3K
3.57K $372K
ROK
Rockwell Automation, Inc

Industrials
-187
- 13.2%
$255.29 - $303.75 $47.7K - $56.8K
1.23K $317K
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.09%
$222.66 - $268.42 $1.11K - $1.34K
5.85K $1.37M
WMT
Walmart Inc.

Consumer Defensive
-759
- 18.14%
$84.5 - $105.05 $64.1K - $79.7K
3.43K $300K
VTI
Vanguard Total Stock Market Et

ETFs
-87
- 2.78%
$271.18 - $303.12 $23.6K - $26.4K
3.04K $834K
ORCL
Oracle Corp

Technology
-45
- 1.92%
$139.81 - $186.47 $6.29K - $8.39K
2.29K $320K
NVDA
Nvidia Corp

Technology
-75
- 3.41%
$106.98 - $149.43 $8.02K - $11.2K
2.13K $230K
VO
Vanguard Mid Cap ETF

ETFs
-105
- 4.17%
$251.87 - $277.95 $26.4K - $29.2K
2.41K $623K
FISV
Fiserv Inc

Technology
-286
- 2.31%
N/A
12.1K $1.51M
VB
Vanguard Small Cap ETF

ETFs
-49
- 4.42%
$217.89 - $252.64 $10.7K - $12.4K
1.06K $234K
JPM
Jpmorgan Chase & CO

Financial Services
-229
- 4.97%
$225.19 - $279.95 $51.6K - $64.1K
4.38K $1.07M
PG
Procter & Gamble CO

Consumer Defensive
-151
- 2.13%
$158.56 - $176.26 $23.9K - $26.6K
6.94K $1.18M
HSY
Hershey CO

Consumer Defensive
-52
- 1.58%
$144.74 - $186.36 $7.53K - $9.69K
3.25K $555K
WFC
Wells Fargo & Company

Financial Services
-77
- 2.27%
$66.78 - $81.42 $5.14K - $6.27K
3.32K $237K
Ge Vernova Inc
-113
- 8.32%
N/A
1.25K $0
Solventum Corp
-293
- 8.36%
N/A
3.21K $0
Blackrock Inc
-12
- 0.89%
N/A
1.34K $0
Kenvue Inc
-20.5K
- 47.44%
N/A
22.7K $0
EXPD
Expeditors International Of Washington Inc

Industrials
-151
- 6.52%
$109.09 - $126.48 $16.5K - $19.1K
2.16K $260K
SPGI
S&P Global Inc.

Financial Services
-13
- 0.95%
$478.26 - $543.77 $6.22K - $7.07K
1.36K $688K
UNH
Unitedhealth Group Inc

Healthcare
-29
- 1.71%
$461.52 - $548.18 $13.4K - $15.9K
1.67K $872K
GD
General Dynamics Corp

Industrials
-16
- 0.76%
$241.94 - $272.58 $3.87K - $4.36K
2.1K $572K
ADP
Automatic Data Processing Inc

Industrials
-23
- 1.25%
$286.85 - $318.64 $6.6K - $7.33K
1.82K $556K
RTX
Raytheon Technologies Corp

Industrials
-167
- 6.94%
$114.1 - $135.66 $19.1K - $22.7K
2.24K $296K
SYK
Stryker Corp

Healthcare
-5
- 0.3%
$355.18 - $399.9 $1.78K - $2K
1.68K $626K
EBAY
Ebay Inc

Consumer Cyclical
-149
- 2.61%
$61.61 - $70.93 $9.18K - $10.6K
5.56K $376K
DUK
Duke Energy Corp

Utilities
-46
- 1.7%
$105.87 - $121.97 $4.87K - $5.61K
2.65K $323K
JNJ
Johnson & Johnson

Healthcare
-224
- 6.76%
$142.06 - $167.7 $31.8K - $37.6K
3.09K $512K
YUM
Yum Brands Inc

Consumer Cyclical
-55
- 2.81%
$123.25 - $162.53 $6.78K - $8.94K
1.9K $298K
NFLX
Netflix Inc

Communication Services
-48
- 2.32%
$828.4 - $1058.6 $39.8K - $50.8K
2.03K $1.89M
ICE
Intercontinental Exchange, Inc.

Financial Services
-528
- 9.02%
$142.8 - $176.36 $75.4K - $93.1K
5.33K $918K
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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