BF
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Buttonwood Financial Advisors Inc.13F | |
| Buttonwood Financial Advisors Inc. | |
| Last update 2025-07-15 | 99 Stocks (6 new) |
| Value $249.00 Mil | Turnover 3 % |
Buttonwood Financial Advisors ... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOAT | VanEck Morningstar Wide Moat ETF | 267,249 | 25,065.3 | -2.23% | 10.060 | -0.24% | 0.200 | +18.48% | +3.63% | 12,795.7 | ||
MSFT | Microsoft Corp | 27,040 | 13,450.1 | +2.15% | 5.400 | +0.11% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
FBND | Fidelity Total Bond ETF | 270,616 | 12,380.7 | -0.76% | 4.970 | -0.04% | 0.060 | +1.98% | +3.60% | 19,309.9 | ||
FHLC | Fidelity MSCI Health Care Index ETF | 189,730 | 12,133.3 | +4.35% | 4.870 | +0.20% | 0.500 | -0.86% | -3.39% | 2,380.0 | ||
GOOGL | Alphabet Inc | 68,826 | 12,129.3 | +1.36% | 4.870 | +0.07% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
META | Meta Platforms Inc | 15,793 | 11,656.5 | -2.06% | 4.680 | -0.08% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 21,502 | 10,445.1 | -2.81% | 4.190 | -0.15% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
ISTB | iShares Core 1-5 Year USD Bond ETF | 187,435 | 9,118.7 | +1.08% | 3.660 | +0.04% | 0.210 | +1.50% | +3.52% | 4,418.5 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 97,755 | 8,809.7 | +3.15% | 3.540 | +0.11% | 0.110 | +7.76% | +11.75% | 8,204.1 | ||
MCHP | Microchip Technology Inc | 104,974 | 7,387.0 | -1.66% | 2.970 | -0.04% | 0.020 | +95.43% | +32.39% | 40,356.9 | Semiconductors |
Buttonwood Financial Advisors Inc.'s Historical Top Holdings Breakdowns
Buttonwood Financial Advisors Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BN | Brookfield Corp | 2025-06-30 | New Buy New Buy | +1.05% | 44.69 ($55.54) 61.85 | $67.27 | 21.12% | New holding | 42,118 | 42,118 | |
TER | Teradyne Inc | 2025-06-30 | New Buy New Buy | +0.80% | 67.96 ($79.94) 91.05 | $93.92 | 17.49% | New holding | 22,260 | 22,260 | |
BAC | Bank of America Corp | 2025-06-30 | Reduce Reduce | -0.25% | 34.39 ($42.07) 47.46 | $47.32 | 12.48% | Reduce -49.34% | 13,735 | -13,379 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-06-30 | Reduce Reduce | -0.24% | 76.53 ($87.73) 93.79 | $96.10 | 9.54% | Reduce -2.23% | 267,249 | -6,083 | |
DEO | Diageo PLC | 2025-06-30 | Reduce Reduce | -0.23% | 99.86 ($108.43) 115.75 | $103.25 | -4.78% | Reduce -48.63% | 5,242 | -4,963 | |
FHLC | Fidelity MSCI Health Care Index ETF | 2025-06-30 | Add Add | +0.20% | 61.03 ($63.76) 68.32 | $62.65 | -1.74% | Add 4.35% | 189,730 | 7,904 | |
BUD | Anheuser-Busch InBev SA/NV | 2025-06-30 | Reduce Reduce | -0.18% | 58.52 ($67.07) 71.7 | $67.91 | 1.25% | Reduce -8.75% | 68,460 | -6,568 | |
CSGP | CoStar Group Inc | 2025-06-30 | New Buy New Buy | +0.17% | 72.62 ($77.92) 83.22 | $84.70 | 8.70% | New holding | 5,362 | 5,362 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.15% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Reduce -2.81% | 21,502 | -621 | |
PEP | PepsiCo Inc | 2025-06-30 | Add Add | +0.15% | 128.02 ($134.95) 151.37 | $143.24 | 6.14% | Add 36.92% | 10,781 | 2,907 |
Buttonwood Financial Advisors Inc. Total Holding History ($B)
Buttonwood Financial Advisors Inc.'s Asset Allocation
Buttonwood Financial Advisors Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Buttonwood Financial Advisors Inc.'s Hypothetical Growth since 2025-06-30
Buttonwood Financial Advisors Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Buttonwood Financial Advisors Inc.'s Holdings Heat Map
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Buttonwood Financial Advisors Inc.'s Holdings Bubble Chart
Buttonwood Financial Advisors Inc. News
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