The Analysis of Buttonwood Financial Advisors Inc.'s Holdings


Currently, Buttonwood Financial Advisors Inc. holds 103 types of securities in its portfolio with a total value $290.5M. In the most recent quarter, they have increased their positions in FBND (+106.4K shares, valued at $4.9M), FI (+29.1K shares, valued at $3.8M), ISTB (+75.3K shares, valued at $3.7M); decreased their positions in MCHP (-11.5K shares, valued at $741.5K), META (-947 shares, valued at $695.5K), BUD (-9.8K shares, valued at $583.0K); initiated new positions in ASML (+3.4K shares, valued at $3.3M), IT (+6.0K shares, valued at $1.6M), CPRT (+7.5K shares, valued at $338.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MOAT VANECK ETF TRUST298.6K shares11.72%2025-09-302025-10-21history
GOOGL ALPHABET INC73.2K shares6.33%2025-09-302025-10-21history
FBND FIDELITY MERRIMACK STR TR377.0K shares39.32%2025-09-302025-10-21history
FHLC FIDELITY COVINGTON TRUST213.8K shares12.67%2025-09-302025-10-21history
MSFT MICROSOFT CORP26.8K shares-1.04%2025-09-302025-10-21history
ISTB ISHARES TR262.8K shares40.19%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL23.1K shares7.51%2025-09-302025-10-21history
META META PLATFORMS INC14.8K shares-6.00%2025-09-302025-10-21history
Sponsored
VIGI VANGUARD WHITEHALL FDS118.3K shares20.98%2025-09-302025-10-21history
SHY ISHARES TR92.9K shares24.39%2025-09-302025-10-21history
ARW ARROW ELECTRS INC59.9K shares5.25%2025-09-302025-10-21history
MKL MARKEL GROUP INC3.5K shares14.01%2025-09-302025-10-21history
MCHP MICROCHIP TECHNOLOGY INC.93.4K shares-11.00%2025-09-302025-10-21history
AMZN AMAZON COM INC27.0K shares8.99%2025-09-302025-10-21history
FI FISERV INC41.1K shares242.12%2025-09-302025-10-21history
V VISA INC14.6K shares-1.02%2025-09-302025-10-21history
Sponsored
SCHW SCHWAB CHARLES CORP43.0K shares-1.15%2025-09-302025-10-21history
AAPL APPLE INC14.8K shares-0.53%2025-09-302025-10-21history
TER TERADYNE INC26.8K shares20.43%2025-09-302025-10-21history
VIG VANGUARD SPECIALIZED FUNDS17.0K shares-3.11%2025-09-302025-10-21history
CNQ CANADIAN NAT RES LTD114.2K shares9.89%2025-09-302025-10-21history
XOM EXXON MOBIL CORP31.1K shares9.81%2025-09-302025-10-21history
BUD ANHEUSER BUSCH INBEV SA/NV58.7K shares-14.29%2025-09-302025-10-21history
DFAC DIMENSIONAL ETF TRUST88.3K shares0.00%2025-09-302025-10-21history
Sponsored
BN BROOKFIELD CORP48.9K shares16.07%2025-09-302025-10-21history
ASML ASML HOLDING N V3.4K sharesnew addition2025-09-302025-10-21history
ITOT ISHARES TR20.9K shares-2.21%2025-09-302025-10-21history
AMAT APPLIED MATLS INC14.2K shares11.02%2025-09-302025-10-21history
AXP AMERICAN EXPRESS CO8.7K shares-8.01%2025-09-302025-10-21history
DIS DISNEY WALT CO23.6K shares-4.16%2025-09-302025-10-21history
HD HOME DEPOT INC6.0K shares-0.81%2025-09-302025-10-21history
NFLX NETFLIX INC1.9K shares-1.68%2025-09-302025-10-21history
Sponsored
EMR EMERSON ELEC CO16.9K shares-6.13%2025-09-302025-10-21history
MGC VANGUARD WORLD FD9.0K shares-2.77%2025-09-302025-10-21history
SBUX STARBUCKS CORP24.3K shares-3.93%2025-09-302025-10-21history
PEP PEPSICO INC14.2K shares31.96%2025-09-302025-10-21history
LMT LOCKHEED MARTIN CORP3.6K shares44.21%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS4.8K shares67.07%2025-09-302025-10-21history
IT GARTNER INC6.0K sharesnew addition2025-09-302025-10-21history
BLK BLACKROCK INC1.3K shares-2.08%2025-09-302025-10-21history
Sponsored
HSY HERSHEY CO7.7K shares106.71%2025-09-302025-10-21history
LOW LOWES COS INC5.7K shares-0.42%2025-09-302025-10-21history
ACN ACCENTURE PLC IRELAND5.8K shares-0.24%2025-09-302025-10-21history
VOE VANGUARD INDEX FDS8.1K shares13.43%2025-09-302025-10-21history
MCD MCDONALDS CORP4.5K shares-0.73%2025-09-302025-10-21history
GE GE AEROSPACE4.3K shares-5.87%2025-09-302025-10-21history
IJH ISHARES TR17.9K shares-0.10%2025-09-302025-10-21history
SPGI S&P GLOBAL INC2.2K shares56.25%2025-09-302025-10-21history
Sponsored
JPM JPMORGAN CHASE & CO.3.4K shares-1.13%2025-09-302025-10-21history
BKNG BOOKING HOLDINGS INC196 shares0.00%2025-09-302025-10-21history
SPY SPDR S&P 500 ETF TR1.5K shares4.95%2025-09-302025-10-21history
COST COSTCO WHSL CORP NEW1.1K shares-4.83%2025-09-302025-10-21history
MMM 3M CO6.2K shares-0.03%2025-09-302025-10-21history
GOOG ALPHABET INC3.6K shares-0.93%2025-09-302025-10-21history
PG PROCTER AND GAMBLE CO5.7K shares-12.19%2025-09-302025-10-21history
ICE INTERCONTINENTAL EXCHANGE IN5.2K shares-1.25%2025-09-302025-10-21history
Sponsored
VUG VANGUARD INDEX FDS1.7K shares-1.42%2025-09-302025-10-21history
STZ CONSTELLATION BRANDS INC6.1K shares195.51%2025-09-302025-10-21history
MGK VANGUARD WORLD FD2.0K shares-2.75%2025-09-302025-10-21history
CSGP COSTAR GROUP INC9.2K shares72.32%2025-09-302025-10-21history
IWB ISHARES TR2.1K shares-3.40%2025-09-302025-10-21history
ABBV ABBVIE INC3.2K shares-3.05%2025-09-302025-10-21history
GD GENERAL DYNAMICS CORP2.1K shares-1.43%2025-09-302025-10-21history
BAC BANK AMERICA CORP13.5K shares-1.89%2025-09-302025-10-21history
Sponsored
GEV GE VERNOVA INC1.1K shares-5.94%2025-09-302025-10-21history
VO VANGUARD INDEX FDS2.3K shares-3.63%2025-09-302025-10-21history
WSM WILLIAMS SONOMA INC3.4K shares-1.50%2025-09-302025-10-21history
SYK STRYKER CORPORATION1.7K shares-0.77%2025-09-302025-10-21history
ORCL ORACLE CORP2.1K shares-8.86%2025-09-302025-10-21history
AMT AMERICAN TOWER CORP NEW3.0K shares0.07%2025-09-302025-10-21history
JNJ JOHNSON & JOHNSON3.1K shares0.00%2025-09-302025-10-21history
UNH UNITEDHEALTH GROUP INC1.5K shares-2.01%2025-09-302025-10-21history
Sponsored
KO COCA COLA CO7.9K shares-5.53%2025-09-302025-10-21history
IVV ISHARES TR767 shares-7.81%2025-09-302025-10-21history
SLB SCHLUMBERGER LTD14.8K shares-0.29%2025-09-302025-10-21history
GPC GENUINE PARTS CO3.6K shares0.00%2025-09-302025-10-21history
DEO DIAGEO PLC5.0K shares-5.11%2025-09-302025-10-21history
PYPL PAYPAL HLDGS INC7.0K shares-2.39%2025-09-302025-10-21history
ADP AUTOMATIC DATA PROCESSING IN1.5K shares-11.48%2025-09-302025-10-21history
EBAY EBAY INC.4.9K shares-1.29%2025-09-302025-10-21history
Sponsored
SOXX ISHARES TR1.5K shares0.00%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION2.2K shares4.65%2025-09-302025-10-21history
IJR ISHARES TR3.5K shares-1.06%2025-09-302025-10-21history
ABT ABBOTT LABS2.9K shares-3.60%2025-09-302025-10-21history
RTX RTX CORPORATION2.2K shares-1.44%2025-09-302025-10-21history
ARES ARES MANAGEMENT CORPORATION2.2K shares0.00%2025-09-302025-10-21history
WMT WALMART INC3.3K shares-2.97%2025-09-302025-10-21history
IWF ISHARES TR725 shares0.00%2025-09-302025-10-21history
Sponsored
CPRT COPART INC7.5K sharesnew addition2025-09-302025-10-21history
COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-09-302025-10-21history
UPS UNITED PARCEL SERVICE INC3.7K shares-2.72%2025-09-302025-10-21history
HII HUNTINGTON INGALLS INDS INC1.0K shares0.00%2025-09-302025-10-21history
CEG CONSTELLATION ENERGY CORP882 shares0.00%2025-09-302025-10-21history
YUM YUM BRANDS INC1.9K shares0.00%2025-09-302025-10-21history
IBDR ISHARES TR11.8K shares0.00%2025-09-302025-10-21history
VB VANGUARD INDEX FDS1.1K shares6.04%2025-09-302025-10-21history
Sponsored
DUK DUKE ENERGY CORP NEW2.3K shares-1.72%2025-09-302025-10-21history
EXPD EXPEDITORS INTL WASH INC2.2K shares0.00%2025-09-302025-10-21history
KVUE KENVUE INC15.7K shares-27.13%2025-09-302025-10-21history
SO SOUTHERN CO2.6K shares0.00%2025-09-302025-10-21history
IJJ ISHARES TR1.8K shares-1.49%2025-09-302025-10-21history
KLAC KLA CORP213 sharesnew addition2025-09-302025-10-21history
CSCO CISCO SYS INC3.2K shares-0.88%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available