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 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 $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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