Buttonwood Financial Advisors Inc. Sells in Q2 2025

Buttonwood Financial Advisors Inc.

  • $241 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-621
- 2.81%
$483.48 - $539.8 $300K - $335K
21.5K $10.4M
DEO
Diageo PLC

Consumer Defensive
-4.96K
- 48.63%
$99.86 - $115.75 $496K - $574K
5.24K $528K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-6.08K
- 2.23%
N/A
267K $22.9M
BAC
Bank Of America Corp

Financial Services
-13.4K
- 49.34%
$34.39 - $47.46 $460K - $635K
13.7K $649K
UNH
Unitedhealth Group Inc

Healthcare
-122
- 7.32%
$274.35 - $599.47 $33.5K - $73.1K
1.54K $481K
SBUX
Starbucks Corp

Consumer Cyclical
-106
- 0.42%
$79.69 - $99.41 $8.45K - $10.5K
25.3K $2.32M
PG
Procter & Gamble CO

Consumer Defensive
-436
- 6.28%
$157.66 - $172.39 $68.7K - $75.2K
6.51K $1.04M
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 2.17%
$285.55 - $321.23 $28.6K - $32.1K
4.5K $1.32M
SLB
Schlumberger Limited

Energy
-68
- 0.45%
$31.95 - $42.2 $2.17K - $2.87K
14.9K $502K
UPS
United Parcel Service Inc

Industrials
-679
- 15.09%
$91.92 - $110.2 $62.4K - $74.8K
3.82K $385K
ACN
Accenture PLC

Technology
-33
- 0.56%
$279.23 - $323.21 $9.21K - $10.7K
5.85K $1.75M
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.51%
$170.16 - $206.27 $2.89K - $3.51K
3.31K $614K
JPM
Jpmorgan Chase & CO

Financial Services
-931
- 21.27%
$210.28 - $289.91 $196K - $270K
3.45K $999K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.07K
- 0.76%
$44.68 - $45.96 $92.4K - $95K
271K $12.4M
DUK
Duke Energy Corp

Utilities
-327
- 12.33%
$112.46 - $124.05 $36.8K - $40.6K
2.33K $274K
KO
Coca Cola CO

Consumer Defensive
-523
- 5.91%
$68.37 - $73.9 $35.8K - $38.6K
8.33K $588K
HD
Home Depot, Inc.

Consumer Cyclical
-89
- 1.45%
$335.24 - $380.78 $29.8K - $33.9K
6.04K $2.21M
SO
Southern CO

Utilities
-305
- 10.5%
$84.91 - $92.56 $25.9K - $28.2K
2.6K $238K
ADP
Automatic Data Processing Inc

Industrials
-88
- 4.83%
$276.76 - $326.81 $24.4K - $28.8K
1.73K $534K
VIG
Vanguard Dividend Appreciation

ETFs
-98
- 0.56%
N/A
17.5K $3.19M
ABT
Abbott Laboratories

Healthcare
-199
- 6.28%
$123.95 - $138.08 $24.7K - $27.5K
2.97K $404K
FISV
Fiserv Inc

Technology
-63
- 0.52%
N/A
12K $1.51M
EBAY
Ebay Inc

Consumer Cyclical
-613
- 11.02%
$59.52 - $79.36 $36.5K - $48.6K
4.95K $368K
Ge Vernova Inc
-49
- 3.94%
N/A
1.2K $0
Blackrock Inc
-36
- 2.69%
N/A
1.3K $0
Kenvue Inc
-1.06K
- 4.69%
N/A
21.6K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-78
- 2.19%
$90.56 - $109.49 $7.06K - $8.54K
3.49K $381K
V
Visa Inc.

Financial Services
-154
- 1.03%
$308.27 - $373.31 $47.5K - $57.5K
14.8K $5.25M
CSCO
Cisco Systems, Inc.

Technology
-59
- 1.82%
$53.19 - $69.38 $3.14K - $4.09K
3.19K $221K
LMT
Lockheed Martin Corp

Industrials
-36
- 1.41%
$430.82 - $486.45 $15.5K - $17.5K
2.52K $1.17M
RTX
Raytheon Technologies Corp

Industrials
-22
- 0.98%
$113.75 - $148.48 $2.5K - $3.27K
2.22K $323K
WMT
Walmart Inc.

Consumer Defensive
-23
- 0.67%
$81.79 - $99.98 $1.88K - $2.3K
3.4K $332K
MMM
3 M CO

Industrials
-3
- 0.05%
$126.09 - $154.15 $378 - $462
6.17K $939K
GD
General Dynamics Corp

Industrials
-1
- 0.05%
$247.68 - $291.66 $248 - $292
2.1K $612K
VTI
Vanguard Total Stock Market Et

ETFs
-147
- 4.84%
$243.75 - $303.93 $35.8K - $44.7K
2.89K $878K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.6%
$498.8 - $620.9 $2.49K - $3.1K
832 $516K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.18%
$908.13 - $1056.85 $1.82K - $2.11K
1.12K $1.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
-60
- 1.13%
$151.62 - $183.47 $9.1K - $11K
5.27K $966K
VO
Vanguard Mid Cap ETF

ETFs
-12
- 0.5%
$228.54 - $279.83 $2.74K - $3.36K
2.4K $671K
ARES
Ares Management Corp

Financial Services
-60
- 2.64%
$118.04 - $175.83 $7.08K - $10.5K
2.22K $383K
SOXX
Ishares Semiconductor ETF

ETFs
-2
- 0.13%
$154.86 - $239.07 $310 - $478
1.54K $367K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-6.57K
- 8.75%
$58.52 - $71.7 $384K - $471K
68.5K $4.7M
NVDA
Nvidia Corp

Technology
-17
- 0.8%
$94.31 - $157.99 $1.6K - $2.69K
2.11K $333K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-28
- 1.36%
$273.67 - $366.17 $7.66K - $10.3K
2.03K $744K
VUG
Vanguard Growth ETF

ETFs
-29
- 1.62%
$329.49 - $438.4 $9.56K - $12.7K
1.76K $773K
ORCL
Oracle Corp

Technology
-13
- 0.57%
$122.82 - $218.63 $1.6K - $2.84K
2.28K $498K
MGC
Vanguard Mega Cap ETF

ETFs
-32
- 0.34%
$179.23 - $224.92 $5.74K - $7.2K
9.29K $2.09M
GE
General Electric CO

Industrials
-151
- 3.2%
$166.81 - $257.39 $25.2K - $38.9K
4.57K $1.18M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-55
- 0.26%
$108.12 - $135.04 $5.95K - $7.43K
21.4K $2.89M
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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