Buttonwood Financial Advisors Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $222 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 $20.9M, Fidelity Covington Tr Msci Hea with a value of $12.4M, Microsoft Corp with a value of $11.3M, Fidelity Merrimack Str Tr Tota with a value of $10.8M, and Berkshire Hathaway Inc Class B with a value of $10.5M.
Examining the 13F form we can see an increase of $13.2M in the current position value, from $209M to 222M.
Below you can find more details about Buttonwood Financial Advisors Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $83.4 Million
Technology: $32.5 Million
Financial Services: $31.2 Million
Communication Services: $24.9 Million
Consumer Cyclical: $16.1 Million
Consumer Defensive: $11.5 Million
Industrials: $9.92 Million
Energy: $7.23 Million
Other: $5.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
