Buttonwood Financial Advisors Inc. Portfolio Holdings

Buttonwood Financial Advisors Inc.

  • $222 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $222 Million
  • Prior Value $209 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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