Buttonwood Financial Advisors Inc. Portfolio Holdings
Buttonwood Financial Advisors Inc.
- $222 Million
- Q4 2024
Buttonwood Financial Advisors Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Million distributed in 97 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 $22M, Alphabet Inc. with a value of $12.1M, Fidelity Covington Tr Msci Hea with a value of $11.7M, Fidelity Merrimack Str Tr Tota with a value of $11.5M, and Microsoft Corp with a value of $11M.
Examining the 13F form we can see an decrease of $459K in the current position value, from $222M 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: $86.2 Million
Technology: $31.4 Million
Financial Services: $31.2 Million
Communication Services: $27.4 Million
Consumer Cyclical: $16.6 Million
Consumer Defensive: $9.71 Million
Industrials: $8.01 Million
Energy: $6.6 Million
Other: $4.44 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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