Sponsored
The Analysis of Buttonwood Financial Advisors Inc.'s Holdings & P&L
Currently, Buttonwood Financial Advisors Inc. holds 110 types of securities in its portfolio with a total value $328.7M. In the most recent quarter, they have increased their positions in MSFT (+4.4K shares, valued at $1.6M), N/A (+2.5K shares, valued at $1.3M), CSGP (+39.3K shares, valued at $1.1M); decreased their positions in ISTB (-36.8K shares, valued at $1.8M), SBUX (-9.5K shares, valued at $975.5K), TER (-2.0K shares, valued at $956.5K); initiated new positions in N/A (+2.5K shares, valued at $1.3M), AMD (+517 shares, valued at $300.3K), VXUS (+2.8K shares, valued at $239.0K).
1M P&L
-3.7M-1.40%
3M P&L
+4.1M+1.61%
HY P&L
+10.2M+4.13%
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/A122.7M
44.7%
2Internet Content & Information23.1M
8.4%
3Semiconductor Equipment & Materials17.5M
6.4%
Top Industries by Stock Count
1N/A24 stocks
28.6%
2Restaurants4 stocks
4.8%
3Aerospace & Defense4 stocks
4.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MOAT
-1.15%VANECK ETF TRUST
Shares271.2K
Event2026-06-30
Filed2026-07-13
GOOGL
-3.26%ALPHABET INC
Shares61.6K
Event2026-06-30
Filed2026-07-13
FBND
4.75%FIDELITY MERRIMACK STR TR
Shares426.5K
Event2026-06-30
Filed2026-07-13
FHLC
-0.68%FIDELITY COVINGTON TRUST
Shares200.9K
Event2026-06-30
Filed2026-07-13
VIGI
7.40%VANGUARD WHITEHALL FDS
Shares136.6K
Event2026-06-30
Filed2026-07-13
ISTB
-12.34%ISHARES TR
Shares261.4K
Event2026-06-30
Filed2026-07-13
MSFT
16.46%MICROSOFT CORP
Shares31.1K
Event2026-06-30
Filed2026-07-13
BRK.B
0.41%BERKSHIRE HATHAWAY INC DEL
Shares22.9K
Event2026-06-30
Filed2026-07-13
ARW
-5.14%ARROW ELECTRS INC
Shares49.3K
Event2026-06-30
Filed2026-07-13
TER
-8.56%TERADYNE INC
Shares21.1K
Event2026-06-30
Filed2026-07-13
SHY
3.27%ISHARES TR
Shares114.4K
Event2026-06-30
Filed2026-07-13
APPLIED MATLS INC
-6.74%APPLIED MATLS INC
Shares12.3K
Event2026-06-30
Filed2026-07-13
META PLATFORMS INC
-0.87%META PLATFORMS INC
Shares14.3K
Event2026-06-30
Filed2026-07-13
MKL
0.90%MARKEL GROUP INC
Shares3.6K
Event2026-06-30
Filed2026-07-13
ASML
-0.48%ASML HLDG NV
Shares3.3K
Event2026-06-30
Filed2026-07-13
AMZN
-0.15%AMAZON COM INC
Shares27.6K
Event2026-06-30
Filed2026-07-13
MICROCHIP TECHNOLOGY INC.
-6.24%MICROCHIP TECHNOLOGY INC.
Shares62.4K
Event2026-06-30
Filed2026-07-13
VISA INC
-0.02%VISA INC
Shares14.5K
Event2026-06-30
Filed2026-07-13
AAPL
-1.13%APPLE INC
Shares14.4K
Event2026-06-30
Filed2026-07-13
CNQ
-3.35%CANADIAN NAT RES LTD MED TER
Shares104.3K
Event2026-06-30
Filed2026-07-13
SERVICENOW INC
38.24%SERVICENOW INC
Shares40.3K
Event2026-06-30
Filed2026-07-13
SCHW
-0.05%SCHWAB CHARLES CORP
Shares42.1K
Event2026-06-30
Filed2026-07-13
DFAC
-0.68%DIMENSIONAL ETF TRUST
Shares85.0K
Event2026-06-30
Filed2026-07-13
EXXON MOBIL CORP
-3.26%EXXON MOBIL CORP
Shares27.3K
Event2026-06-30
Filed2026-07-13
VIG
-4.37%VANGUARD SPECIALIZED FUNDS
Shares15.4K
Event2026-06-30
Filed2026-07-13
S&P GLOBAL INC
17.16%S&P GLOBAL INC
Shares8.3K
Event2026-06-30
Filed2026-07-13
ITOT
-2.91%ISHARES TR
Shares19.5K
Event2026-06-30
Filed2026-07-13
BUD
-0.65%ANHEUSER BUSCH INBEV SA NV
Shares38.8K
Event2026-06-30
Filed2026-07-13
BN
-0.04%BROOKFIELD CORP
Shares74.1K
Event2026-06-30
Filed2026-07-13
CSGP
60.77%COSTAR GROUP INC
Shares103.9K
Event2026-06-30
Filed2026-07-13
CPRT
27.63%COPART INC
Shares101.0K
Event2026-06-30
Filed2026-07-13
FI
-2.43%FISERV INC
Shares55.8K
Event2026-06-30
Filed2026-07-13
AXP
-0.22%AMERICAN EXPRESS CO
Shares8.1K
Event2026-06-30
Filed2026-07-13
ADOBE INC
-3.24%ADOBE INC
Shares12.8K
Event2026-06-30
Filed2026-07-13
FICO
10.98%FAIR ISAAC CORP
Shares2.1K
Event2026-06-30
Filed2026-07-13
EMR
-0.45%EMERSON ELEC CO
Shares15.9K
Event2026-06-30
Filed2026-07-13
MGC
-5.31%VANGUARD WORLD FD
Shares8.3K
Event2026-06-30
Filed2026-07-13
VOE
5.72%VANGUARD INDEX FDS
Shares10.4K
Event2026-06-30
Filed2026-07-13
HD
-0.75%HOME DEPOT INC
Shares5.8K
Event2026-06-30
Filed2026-07-13
CMG
-10.73%CHIPOTLE MEXICAN GRILL INC
Shares59.5K
Event2026-06-30
Filed2026-07-13
DIS
-0.90%DISNEY WALT CO
Shares19.9K
Event2026-06-30
Filed2026-07-13
LMT
1.12%LOCKHEED MARTIN CORP
Shares3.6K
Event2026-06-30
Filed2026-07-13
PEP
-1.73%PEPSICO INC
Shares11.4K
Event2026-06-30
Filed2026-07-13
VANGUARD INDEX FDS
-3.74%VANGUARD INDEX FDS
Shares4.1K
Event2026-06-30
Filed2026-07-13
GE
-1.22%GE AEROSPACE
Shares4.1K
Event2026-06-30
Filed2026-07-13
HSY
-1.27%HERSHEY CO
Shares8.0K
Event2026-06-30
Filed2026-07-13
NETFLIX INC.
-0.11%NETFLIX INC.
Shares19.1K
Event2026-06-30
Filed2026-07-13
IJH
0.02%ISHARES TR
Shares16.7K
Event2026-06-30
Filed2026-07-13
MASTERCARD INCORPORATED
NewMASTERCARD INCORPORATED
Shares2.5K
Event2026-06-30
Filed2026-07-13
LOW
-0.04%LOWES COS INC
Shares5.6K
Event2026-06-30
Filed2026-07-13
GEV
-2.73%GE VERNOVA INC
Shares1.0K
Event2026-06-30
Filed2026-07-13
MCD
-0.18%MCDONALDS CORP
Shares4.4K
Event2026-06-30
Filed2026-07-13
BLK
-0.80%BLACKROCK INC
Shares1.2K
Event2026-06-30
Filed2026-07-13
SBUX
-45.05%STARBUCKS CORP
Shares11.6K
Event2026-06-30
Filed2026-07-13
GOOG
-1.29%ALPHABET INC
Shares3.2K
Event2026-06-30
Filed2026-07-13
STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.5K
Event2026-06-30
Filed2026-07-13
JPMORGAN CHASE & CO
-0.18%JPMORGAN CHASE & CO
Shares3.3K
Event2026-06-30
Filed2026-07-13
LPLA
40.92%LPL FINL HLDGS INC
Shares3.7K
Event2026-06-30
Filed2026-07-13
BR
57.42%BROADRIDGE FINL SOLUTIONS IN
Shares7.2K
Event2026-06-30
Filed2026-07-13
3M CO
0.02%3M CO
Shares6.1K
Event2026-06-30
Filed2026-07-13
SOXX
-0.06%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-13
COSTCO WHOLESALE CORPORATION
-3.90%COSTCO WHOLESALE CORPORATION
Shares1.0K
Event2026-06-30
Filed2026-07-13
BKNG
2403.09%BOOKING HOLDINGS INC
Shares4.9K
Event2026-06-30
Filed2026-07-13
VUG
497.28%VANGUARD INDEX FDS
Shares9.5K
Event2026-06-30
Filed2026-07-13
ABBVIE INC
0.06%ABBVIE INC
Shares3.2K
Event2026-06-30
Filed2026-07-13
IWB
-1.54%ISHARES TR
Shares1.9K
Event2026-06-30
Filed2026-07-13
MGK
376.60%VANGUARD WORLD FD
Shares8.7K
Event2026-06-30
Filed2026-07-13
WSM
-5.99%WILLIAMS SONOMA INC
Shares3.2K
Event2026-06-30
Filed2026-07-13
BAC
-0.81%BANK OF AMER CORP
Shares12.8K
Event2026-06-30
Filed2026-07-13
ACCENTURE PLC IRELAND
-0.38%ACCENTURE PLC IRELAND
Shares5.8K
Event2026-06-30
Filed2026-07-13
GD
-0.10%GENERAL DYNAMICS CORP
Shares2.0K
Event2026-06-30
Filed2026-07-13
VO
278.88%VANGUARD INDEX FDS
Shares8.7K
Event2026-06-30
Filed2026-07-13
PG
-0.71%PROCTER & GAMBLE CO
Shares4.8K
Event2026-06-30
Filed2026-07-13
SLB
-3.13%SLB LIMITED
Shares14.3K
Event2026-06-30
Filed2026-07-13
JNJ
-1.86%JOHNSON & JOHNSON
Shares2.6K
Event2026-06-30
Filed2026-07-13
KLAC
899.07%KLA CORP
Shares2.1K
Event2026-06-30
Filed2026-07-13
ICE
-0.19%INTERCONTINENTAL EXCHANGE IN
Shares5.1K
Event2026-06-30
Filed2026-07-13
UNITEDHEALTH GROUP INC
-2.15%UNITEDHEALTH GROUP INC
Shares1.4K
Event2026-06-30
Filed2026-07-13
ISHARES TR
-3.06%ISHARES TR
Shares729
Event2026-06-30
Filed2026-07-13
KO
-2.54%COCA COLA CO
Shares6.7K
Event2026-06-30
Filed2026-07-13
SYK
-1.94%STRYKER CORPORATION
Shares1.6K
Event2026-06-30
Filed2026-07-13
AMT
0.07%AMERICAN TOWER CORP
Shares2.9K
Event2026-06-30
Filed2026-07-13
NVDA
0.00%NVIDIA CORPORATION
Shares2.2K
Event2026-06-30
Filed2026-07-13
IJR
-2.38%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-07-13
UPS
-0.72%UNITED PARCEL SVCS INC
Shares3.4K
Event2026-06-30
Filed2026-07-13
RTX CORPORATION
-2.20%RTX CORPORATION
Shares1.9K
Event2026-06-30
Filed2026-07-13
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares2.2K
Event2026-06-30
Filed2026-07-13
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares1.5K
Event2026-06-30
Filed2026-07-13
EBAY
-19.44%EBAY INC.
Shares3.0K
Event2026-06-30
Filed2026-07-13
IWF
300.00%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-13
CONSTELLATION BRANDS INC
-14.70%CONSTELLATION BRANDS INC
Shares2.2K
Event2026-06-30
Filed2026-07-13
YUM
0.00%YUM BRANDS INC
Shares1.9K
Event2026-06-30
Filed2026-07-13
CISCO SYS INC
-1.87%CISCO SYS INC
Shares2.6K
Event2026-06-30
Filed2026-07-13
AMD
NewADVANCED MICRO DEVICES INC
Shares517
Event2026-06-30
Filed2026-07-13
WMT
-7.81%WALMART INC
Shares2.6K
Event2026-06-30
Filed2026-07-13
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares1.0K
Event2026-06-30
Filed2026-07-13
COF
0.00%CAPITAL ONE FINL CORP
Shares1.4K
Event2026-06-30
Filed2026-07-13
GPC
0.00%GENUINE PARTS CO
Shares2.4K
Event2026-06-30
Filed2026-07-13
IBDR
0.00%ISHARES TR
Shares11.7K
Event2026-06-30
Filed2026-07-13
DUK
-0.18%DUKE ENERGY CORP NEW
Shares2.2K
Event2026-06-30
Filed2026-07-13
ORACLE CORP
-3.40%ORACLE CORP
Shares1.8K
Event2026-06-30
Filed2026-07-13
VB
-14.30%VANGUARD INDEX FDS
Shares869
Event2026-06-30
Filed2026-07-13
ABT
0.07%ABBOTT LABORATORIES
Shares2.8K
Event2026-06-30
Filed2026-07-13
SOUTHERN CO
0.00%SOUTHERN CO
Shares2.6K
Event2026-06-30
Filed2026-07-13
PYPL
-0.14%PAYPAL HLDGS INC
Shares5.7K
Event2026-06-30
Filed2026-07-13
VXUS
NewVANGUARD STAR FDS
Shares2.8K
Event2026-06-30
Filed2026-07-13
IJJ
-2.65%ISHARES TR
Shares1.6K
Event2026-06-30
Filed2026-07-13
CVX
NewCHEVRON CORPORATION
Shares1.4K
Event2026-06-30
Filed2026-07-13
ARES MANAGEMENT CORPORATION
0.00%ARES MANAGEMENT CORPORATION
Shares2.0K
Event2026-06-30
Filed2026-07-13
NEXTERA ENERGY INC
0.00%NEXTERA ENERGY INC
Shares2.5K
Event2026-06-30
Filed2026-07-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available