Buttonwood Financial Advisors Inc. Portfolio Holdings

Buttonwood Financial Advisors Inc.

  • $223 Million
  • Q1 2025

Buttonwood Financial Advisors Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $223 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $23.5M, Fidelity Merrimack Str Tr Tota with a value of $12.4M, Fidelity Covington Tr Msci Hea with a value of $12.4M, Berkshire Hathaway Inc Class B with a value of $11.8M, and Alphabet Inc. with a value of $10.5M.

Examining the 13F form we can see an increase of $1.57M in the current position value, from $222M to 223M.

Below you can find more details about Buttonwood Financial Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
ETFs: $90.2 Million
Financial Services: $33.6 Million
Technology: $30.2 Million
Communication Services: $24.7 Million
Consumer Cyclical: $14.5 Million
Consumer Defensive: $10.9 Million
Industrials: $7.55 Million
Energy: $6.99 Million
Other: $4.37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$637B
$11.8 Million 5.28% of portfolio
22,123
Q1 2025 Reduced 0.86%
$1.06T
$10.5 Million 4.71% of portfolio
67,903
Q1 2025 Added 5.88%
$3.67T
$9.94 Million 4.45% of portfolio
26,471
Q1 2025 Added 1.83%
$1.61T
$9.29 Million 4.17% of portfolio
16,125
Q1 2025 Reduced 3.91%
$8.33B
$5.94 Million 2.66% of portfolio
57,185
Q1 2025 Added 22.03%
$27B
$5.72 Million 2.56% of portfolio
3,057
Q1 2025 Added 6.26%
$581B
$5.23 Million 2.34% of portfolio
14,927
Q1 2025 Reduced 0.31%
$39.6B
$5.17 Million 2.32% of portfolio
106,745
Q1 2025 Added 19.42%
$140B
$4.62 Million 2.07% of portfolio
75,028
Q1 2025 Added 1.62%
$2.25T
$4.45 Million 2.0% of portfolio
23,403
Q1 2025 Added 0.49%
$166B
$3.43 Million 1.54% of portfolio
43,867
Q1 2025 Reduced 0.35%
$3.34T
$3.3 Million 1.48% of portfolio
14,843
Q1 2025 Added 0.55%
$455B
$3.27 Million 1.46% of portfolio
27,461
Q1 2025 Reduced 0.15%
$36.5B
$3.1 Million 1.39% of portfolio
100,810
Q1 2025 Added 1.41%
$241B
$2.65 Million 1.19% of portfolio
9,833
Q1 2025 Reduced 1.81%
$108B
$2.5 Million 1.12% of portfolio
25,444
Q1 2025 Reduced 2.22%
$382B
$2.25 Million 1.01% of portfolio
6,129
Q1 2025 Reduced 1.37%
$80.1B
$2.06 Million 0.92% of portfolio
18,784
Q1 2025 Reduced 5.54%
$576B
$1.89 Million 0.85% of portfolio
2,025
Q1 2025 Reduced 2.32%
$191B
$1.83 Million 0.82% of portfolio
5,878
Q1 2025 Reduced 0.56%
$158B
$1.81 Million 0.81% of portfolio
12,465
Q1 2025 Added 1.46%
$79.5B
$1.51 Million 0.68% of portfolio
12,085
Q1 2025 Reduced 2.31%
$219B
$1.44 Million 0.64% of portfolio
4,604
Q1 2025 Reduced 0.5%
$142B
$1.37 Million 0.61% of portfolio
5,853
Q1 2025 Reduced 0.09%
$382B
$1.18 Million 0.53% of portfolio
6,944
Q1 2025 Reduced 2.13%
$186B
$1.18 Million 0.53% of portfolio
7,874
Q1 2025 Added 4.61%
$122B
$1.14 Million 0.51% of portfolio
2,556
Q1 2025 Reduced 0.2%
$386B
$1.13 Million 0.51% of portfolio
27,114
Q1 2025 Reduced 4.82%
$59.2B
$1.07 Million 0.48% of portfolio
10,205
Q1 2025 Added 36.8%
$852B
$1.07 Million 0.48% of portfolio
4,378
Q1 2025 Reduced 4.97%
$436B
$1.06 Million 0.48% of portfolio
1,121
Q1 2025 Reduced 17.33%
$272B
$944,000 0.42% of portfolio
4,719
Q1 2025 Reduced 8.1%
$102B
$918,000 0.41% of portfolio
5,327
Q1 2025 Reduced 9.02%
$85B
$906,000 0.41% of portfolio
6,172
Q1 2025 Reduced 3.4%
$228B
$898,000 0.4% of portfolio
195
Q4 2024 Reduced 51.37%
$305B
$872,000 0.39% of portfolio
1,666
Q1 2025 Reduced 1.71%
$172B
$688,000 0.31% of portfolio
1,355
Q1 2025 Reduced 0.95%
$336B
$697,000 0.31% of portfolio
3,327
Q1 2025 Added 1.59%
$105B
$656,000 0.29% of portfolio
3,016
Q1 2025 Reduced 5.45%
$150B
$626,000 0.28% of portfolio
1,683
Q1 2025 Reduced 0.3%
$310B
$633,000 0.28% of portfolio
8,848
Q1 2025 Reduced 0.36%
$49.9B
$624,000 0.28% of portfolio
14,949
Q1 2025 Reduced 0.15%
$80.8B
$572,000 0.26% of portfolio
2,101
Q1 2025 Reduced 0.76%
$129B
$556,000 0.25% of portfolio
1,821
Q1 2025 Reduced 1.25%
$25.8B
$555,000 0.25% of portfolio
3,246
Q1 2025 Reduced 1.58%
$1.08T
$540,000 0.24% of portfolio
3,458
Q1 2025 Reduced 1.37%
$11.3B
$538,000 0.24% of portfolio
3,408
Q1 2025 Reduced 24.15%
$408B
$512,000 0.23% of portfolio
3,089
Q1 2025 Reduced 6.76%
$76.2B
$494,000 0.22% of portfolio
4,499
Q1 2025 Reduced 4.13%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $223 Million
  • Prior Value $222 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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