Buttonwood Financial Advisors Inc. Portfolio Holdings
Buttonwood Financial Advisors Inc.
- $241 Million
- Q2 2025
Buttonwood Financial Advisors Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $241 Million distributed in 99 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 $22.9M, Microsoft Corp with a value of $13.4M, Fidelity Merrimack Str Tr Tota with a value of $12.4M, Fidelity Covington Tr Msci Hea with a value of $12.1M, and Alphabet Inc. with a value of $12.1M.
Examining the 13F form we can see an increase of $17.8M in the current position value, from $223M to 241M.
Below you can find more details about Buttonwood Financial Advisors Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|