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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.9 Million 9.52% of portfolio
267,249
Q2 2025 Reduced 2.23%
$3.95T
$13.4 Million 5.58% of portfolio
27,040
Q2 2025 Added 2.15%
$0
$12.4 Million 5.14% of portfolio
270,616
Q2 2025 Reduced 0.76%
$0
$12.1 Million 5.04% of portfolio
189,730
Q2 2025 Added 4.35%
$1.21T
$12.1 Million 5.03% of portfolio
68,826
Q2 2025 Added 1.36%
$1.78T
$11.7 Million 4.84% of portfolio
15,793
Q2 2025 Reduced 2.06%
$621B
$10.4 Million 4.34% of portfolio
21,502
Q2 2025 Reduced 2.81%
$0
$9.12 Million 3.78% of portfolio
187,435
Q2 2025 Added 1.08%
$0
$8.81 Million 3.66% of portfolio
97,755
Q2 2025 Added 3.15%
$35.6B
$7.39 Million 3.07% of portfolio
104,974
Q2 2025 Reduced 1.66%
$7.92B
$7.25 Million 3.01% of portfolio
56,901
Q2 2025 Reduced 0.5%
$26.1B
$6.2 Million 2.57% of portfolio
3,105
Q2 2025 Added 1.57%
$0
$6.19 Million 2.57% of portfolio
74,667
Q2 2025 Added 1.42%
$2.26T
$5.43 Million 2.25% of portfolio
24,748
Q2 2025 Added 5.75%
$551B
$5.25 Million 2.18% of portfolio
14,773
Q2 2025 Reduced 1.03%
$124B
$4.7 Million 1.95% of portfolio
68,460
Q2 2025 Reduced 8.75%
$34.5B
$3.26 Million 1.35% of portfolio
103,880
Q2 2025 Added 3.05%
$0
$3.19 Million 1.32% of portfolio
17,506
Q2 2025 Reduced 0.56%
$0
$3.16 Million 1.31% of portfolio
88,260
Q1 2025 Reduced 7.2%
$207B
$3.05 Million 1.27% of portfolio
24,617
Q2 2025 Reduced 0.5%
$442B
$3.05 Million 1.27% of portfolio
28,337
Q2 2025 Added 3.19%
$3.69T
$3.05 Million 1.26% of portfolio
14,855
Q2 2025 Added 0.08%
$227B
$3.01 Million 1.25% of portfolio
9,440
Q2 2025 Reduced 4.0%
$0
$2.89 Million 1.2% of portfolio
21,413
Q2 2025 Reduced 0.26%
$545B
$2.63 Million 1.09% of portfolio
1,965
Q2 2025 Reduced 2.96%
$78.6B
$2.4 Million 1.0% of portfolio
18,004
Q2 2025 Reduced 4.15%
$162B
$2.34 Million 0.97% of portfolio
12,769
Q2 2025 Added 2.44%
$108B
$2.32 Million 0.96% of portfolio
25,338
Q2 2025 Reduced 0.42%
$405B
$2.21 Million 0.92% of portfolio
6,040
Q2 2025 Reduced 1.45%
$0
$2.09 Million 0.87% of portfolio
9,294
Q2 2025 Reduced 0.34%
$17.5B
$2 Million 0.83% of portfolio
22,260
Q2 2025 New
$150B
$1.75 Million 0.73% of portfolio
5,845
Q2 2025 Reduced 0.56%
$79.5B
$1.51 Million 0.62% of portfolio
12,022
Q2 2025 Reduced 0.52%
$202B
$1.42 Million 0.59% of portfolio
10,781
Q2 2025 Added 36.92%
$222B
$1.32 Million 0.55% of portfolio
4,504
Q2 2025 Reduced 2.17%
$152B
$1.28 Million 0.53% of portfolio
5,754
Q2 2025 Reduced 1.69%
$0
$1.18 Million 0.49% of portfolio
7,163
Q2 2025 Added 8.07%
$306B
$1.18 Million 0.49% of portfolio
4,568
Q2 2025 Reduced 3.2%
$113B
$1.17 Million 0.48% of portfolio
2,520
Q2 2025 Reduced 1.41%
$217B
$1.13 Million 0.47% of portfolio
196
Q2 2025 Added 0.51%
$439B
$1.11 Million 0.46% of portfolio
1,119
Q2 2025 Reduced 0.18%
$0
$1.11 Million 0.46% of portfolio
17,887
Q2 2025 Added 6.79%
$368B
$1.04 Million 0.43% of portfolio
6,508
Q2 2025 Reduced 6.28%
$859B
$999,000 0.41% of portfolio
3,447
Q2 2025 Reduced 21.27%
$102B
$966,000 0.4% of portfolio
5,267
Q2 2025 Reduced 1.13%
$87.3B
$939,000 0.39% of portfolio
6,169
Q2 2025 Reduced 0.05%
$0
$873,000 0.36% of portfolio
1,413
Q3 2024 Added 20.15%
$0
$878,000 0.36% of portfolio
2,891
Q2 2025 Reduced 4.84%
$0
$773,000 0.32% of portfolio
1,764
Q2 2025 Reduced 1.62%

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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