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.

Portfolio value $241 Million
ETFs: $92.2 Million
Technology: $39.8 Million
Financial Services: $33.5 Million
Communication Services: $30.1 Million
Consumer Cyclical: $15.3 Million
Consumer Defensive: $10.7 Million
Industrials: $8.04 Million
Energy: $6.82 Million
Other: $4.53 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $241 Million
  • Prior Value $223 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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