Sponsored

The Analysis of Buttonwood Financial Advisors Inc.'s Holdings & P&L

Currently, Buttonwood Financial Advisors Inc. holds 108 types of securities in its portfolio with a total value $298.8M. In the most recent quarter, they have increased their positions in NOW (+29.2K shares, valued at $3.0M), CSGP (+57.6K shares, valued at $2.3M), FICO (+1.9K shares, valued at $2.1M); decreased their positions in N/A (-6.6K shares, valued at $1.9M), MOAT (-12.9K shares, valued at $1.2M), TER (-3.4K shares, valued at $1.0M); initiated new positions in NOW (+29.2K shares, valued at $3.0M), FICO (+1.9K shares, valued at $2.1M), LPLA (+2.6K shares, valued at $786.7K).

1M P&L

+3.9M+1.39%

3M P&L

-5.5M-1.88%

HY P&L

+9.0M+3.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.5M

45.2%

2Semiconductor Equipment & Materials16.1M

6.1%

3Software - Infrastructure10.2M

3.9%

Top Industries by Stock Count

1N/A26 stocks

26.0%

2Software - Application4 stocks

4.0%

3Credit Services4 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MOAT VANECK ETF TRUST274.4K shares-4.48%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR407.1K shares6.31%2026-03-312026-04-21

ALPHABET INC ALPHABET INC63.6K shares-9.45%2026-03-312026-04-21

ISTB ISHARES TR298.2K shares5.99%2026-03-312026-04-21

FHLC FIDELITY COVINGTON TRUST202.2K shares-4.18%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS127.2K shares5.91%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL22.8K shares-0.91%2026-03-312026-04-21

MSFT MICROSOFT CORP26.7K shares2.46%2026-03-312026-04-21

Sponsored

SHY ISHARES TR110.7K shares5.34%2026-03-312026-04-21

META META PLATFORMS INC14.5K shares-1.55%2026-03-312026-04-21

ARW ARROW ELECTRS INC52.0K shares-1.70%2026-03-312026-04-21

TER TERADYNE INC23.1K shares-12.88%2026-03-312026-04-21

MKL MARKEL GROUP INC3.6K shares0.57%2026-03-312026-04-21

AMZN AMAZON COM INC27.6K shares3.18%2026-03-312026-04-21

CNQ CANADIAN NAT RES LTD MED TER107.9K shares-4.40%2026-03-312026-04-21

XOM EXXON MOBIL CORP28.2K shares-7.62%2026-03-312026-04-21

Sponsored

AMAT APPLIED MATLS INC13.1K shares-5.29%2026-03-312026-04-21

ASML ASML HLDG NV3.3K shares-1.33%2026-03-312026-04-21

V VISA INC14.5K shares-0.24%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INC.66.5K shares-15.52%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP42.1K shares-0.72%2026-03-312026-04-21

AAPL APPLE INC14.6K shares-0.90%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS16.1K shares-2.69%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST85.6K shares-2.99%2026-03-312026-04-21

Sponsored

ADBE ADOBE INC13.2K shares36.27%2026-03-312026-04-21

FI FISERV INC57.2K shares-1.63%2026-03-312026-04-21

NOW SERVICENOW INC29.2K sharesnew addition2026-03-312026-04-21

SPGI S&P GLOBAL INC7.1K shares171.22%2026-03-312026-04-21

BN BROOKFIELD CORP74.2K shares0.87%2026-03-312026-04-21

ITOT ISHARES TR20.1K shares-2.42%2026-03-312026-04-21

BUD ANHEUSER BUSCH INBEV SA NV39.1K shares-16.72%2026-03-312026-04-21

CPRT COPART INC79.1K shares346.88%2026-03-312026-04-21

Sponsored

CSGP COSTAR GROUP INC64.6K shares812.75%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO8.1K shares-3.95%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP3.6K shares-0.61%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INC66.6K shares-0.48%2026-03-312026-04-21

EMR EMERSON ELEC CO16.0K shares-3.17%2026-03-312026-04-21

MGC VANGUARD WORLD FD8.7K shares-1.34%2026-03-312026-04-21

FICO FAIR ISAAC CORP1.9K sharesnew addition2026-03-312026-04-21

DIS DISNEY WALT CO20.1K shares-12.08%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC5.8K shares-2.26%2026-03-312026-04-21

SBUX STARBUCKS CORP21.2K shares-11.43%2026-03-312026-04-21

NFLX NETFLIX INC.19.1K shares-0.07%2026-03-312026-04-21

VOE VANGUARD INDEX FDS9.8K shares18.62%2026-03-312026-04-21

PEP PEPSICO INC11.6K shares-4.74%2026-03-312026-04-21

HSY HERSHEY CO8.1K shares-1.23%2026-03-312026-04-21

MCD MCDONALDS CORP4.4K shares0.43%2026-03-312026-04-21

VTI VANGUARD INDEX FDS4.3K shares-7.94%2026-03-312026-04-21

Sponsored

LOW LOWES COS INC5.6K shares-0.71%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.2K shares-1.11%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE4.1K shares-1.70%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.8K shares-0.34%2026-03-312026-04-21

IJH ISHARES TR16.6K shares-0.98%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.1K shares-1.31%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO3.3K shares-1.85%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.5K shares0.00%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC3.3K shares-6.56%2026-03-312026-04-21

GEV GE VERNOVA INC1.1K shares-4.23%2026-03-312026-04-21

MMM 3M CO6.1K shares-0.83%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC194 shares0.00%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN5.1K shares-0.21%2026-03-312026-04-21

LPLA LPL FINL HLDGS INC2.6K sharesnew addition2026-03-312026-04-21

SLB SLB LIMITED14.8K shares-0.05%2026-03-312026-04-21

BR BROADRIDGE FINL SOLUTIONS IN4.6K sharesnew addition2026-03-312026-04-21

Sponsored

IWB ISHARES TR1.9K shares-6.43%2026-03-312026-04-21

ABBV ABBVIE INC3.2K shares-0.62%2026-03-312026-04-21

PG PROCTER & GAMBLE CO4.8K shares-10.50%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.6K shares-3.53%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares-0.99%2026-03-312026-04-21

MGK VANGUARD WORLD FD1.8K shares-6.34%2026-03-312026-04-21

VO VANGUARD INDEX FDS2.3K shares-0.35%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.6K shares-8.68%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP12.9K shares-2.12%2026-03-312026-04-21

WSM WILLIAMS SONOMA INC3.4K shares0.00%2026-03-312026-04-21

SYK STRYKER CORPORATION1.7K shares0.06%2026-03-312026-04-21

KO COCA COLA CO6.8K shares-8.80%2026-03-312026-04-21

SOXX ISHARES TR1.5K shares0.00%2026-03-312026-04-21

AMT AMERICAN TOWER CORP2.9K shares-3.77%2026-03-312026-04-21

IVV ISHARES TR752 shares-0.79%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDS INC1.0K shares0.00%2026-03-312026-04-21

Sponsored

STZ CONSTELLATION BRANDS INC2.6K shares-11.08%2026-03-312026-04-21

NVDA NVIDIA CORPORATION2.2K shares-0.18%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.4K shares-7.19%2026-03-312026-04-21

RTX RTX CORPORATION2.0K shares-10.04%2026-03-312026-04-21

IJR ISHARES TR2.9K shares-5.16%2026-03-312026-04-21

WMT WALMART INC2.8K shares-11.43%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC3.5K shares-4.26%2026-03-312026-04-21

EBAY EBAY INC.3.7K shares-21.87%2026-03-312026-04-21

Sponsored

KLAC KLA CORP214 shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2026-03-312026-04-21

EXPD EXPEDITORS INTL WASH INC2.2K shares0.00%2026-03-312026-04-21

YUM YUM BRANDS INC1.9K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares-2.18%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.8K shares-2.76%2026-03-312026-04-21

IBDR ISHARES TR11.7K shares0.00%2026-03-312026-04-21

IWF ISHARES TR657 shares-9.38%2026-03-312026-04-21

Sponsored

ORCL ORACLE CORP1.9K shares-9.62%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.0K shares-8.57%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP1.4K shares-3.55%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC5.7K shares-5.63%2026-03-312026-04-21

GPC GENUINE PARTS CO2.4K shares-25.63%2026-03-312026-04-21

SO SOUTHERN CO2.6K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC2.5K shares-4.50%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP325 sharesnew addition2026-03-312026-04-21

Sponsored

IJJ ISHARES TR1.7K shares0.00%2026-03-312026-04-21

ARES ARES MANAGEMENT CORPORATION2.0K shares-10.19%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP742 shares-0.93%2026-03-312026-04-21

CSCO CISCO SYS INC2.6K shares-0.34%2026-03-312026-04-21

MOAT

VANECK ETF TRUST

-4.48%

Shares274.4K

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

6.31%

Shares407.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-9.45%

Shares63.6K

Event2026-03-31

Filed2026-04-21

ISTB

ISHARES TR

5.99%

Shares298.2K

Event2026-03-31

Filed2026-04-21

FHLC

FIDELITY COVINGTON TRUST

-4.18%

Shares202.2K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

5.91%

Shares127.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-0.91%

Shares22.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

2.46%

Shares26.7K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

5.34%

Shares110.7K

Event2026-03-31

Filed2026-04-21