BF

Buttonwood Financial Advisors Inc.

13F
Buttonwood Financial Advisors Inc.
Last update 2025-04-25 96 Stocks (2 new)
Value $228.00 Mil Turnover 4 %
Countries:
Top Holdings: MOAT(10.57%)FBND(5.47%)FHLC(5.46%)BRK.B(5.18%)GOOGL(4.61%)
Summary Stock Picks Current Portfolio
Buttonwood Financial Advisors ... Top Holdings of 2025-03-31 View Full List
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
273,332
24,053.2
+6.77%
10.570
+0.67%
0.180
-1.29%
-2.67%
12,733.7
 
FBND 		Fidelity Total Bond ETF
272,684
12,448.0
+6.62%
5.470
+0.34%
0.070
-0.88%
+0.82%
18,395.4
 
FHLC 		Fidelity MSCI Health Care Index ETF
181,826
12,422.4
+1.77%
5.460
+0.09%
0.430
-9.96%
-3.27%
2,586.3
 
BRK.B 		Berkshire Hathaway Inc
22,123
11,782.4
-0.86%
5.180
-0.04%
0.000
-1.96%
+7.82%
1,054,290.8
Insurance
GOOGL 		Alphabet Inc
67,903
10,500.6
+5.88%
4.610
+0.26%
0.000
-2.67%
-11.04%
2,049,920.9
Interactive Media
MSFT 		Microsoft Corp
26,471
9,937.0
+1.83%
4.370
+0.08%
0.000
+16.84%
+11.38%
3,476,052.1
Software
META 		Meta Platforms Inc
16,125
9,293.5
-3.91%
4.080
-0.17%
0.000
+4.38%
+17.03%
1,721,358.7
Interactive Media
ISTB 		iShares Core 1-5 Year USD Bond ETF
185,436
8,965.8
+13.75%
3.940
+0.48%
0.200
+0.17%
+0.92%
4,416.0
 
VIGI 		Vanguard International Dividend Appreciation ETF
94,766
7,859.9
+6.24%
3.450
+0.20%
0.110
+5.43%
+12.59%
7,838.2
 
SHY 		iShares 1-3 Year Treasury Bond ETF
73,622
6,090.8
+5.04%
2.680
+0.13%
0.030
+0.01%
+0.45%
23,880.5
 

Buttonwood Financial Advisors Inc.'s Historical Top Holdings Breakdowns

Buttonwood Financial Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Add
+0.67%
●
87.69 ($92.02) 96.49
$90.25
-1.92%
Add 6.77%
273,332
17,335
ISTB 		iShares Core 1-5 Year USD Bond ETF2025-03-31Add
+0.48%
●
47.59 ($48.01) 48.35
$48.21
0.42%
Add 13.75%
185,436
22,420
ARW 		Arrow Electronics Inc2025-03-31Add
+0.47%
●
101.93 ($110.31) 119.3
$120.76
9.47%
Add 22.03%
57,185
10,325
GPC 		Genuine Parts Co2025-03-31Reduce
-0.37%
●
115.91 ($120.31) 129.02
$126.16
4.86%
Reduce -66.85%
3,623
-7,305
MCHP 		Microchip Technology Inc2025-03-31Add
+0.37%
●
48.41 ($55.72) 64.3
$64.37
15.52%
Add 19.42%
106,745
17,359
FBND 		Fidelity Total Bond ETF2025-03-31Add
+0.34%
●
44.41 ($45.29) 45.98
$45.24
-0.11%
Add 6.62%
272,684
16,921
GOOGL 		Alphabet Inc2025-03-31Add
+0.26%
●
154.33 ($181.36) 206.38
$168.21
-7.25%
Add 5.88%
67,903
3,771
VIGI 		Vanguard International Dividend Appreciation ETF2025-03-31Add
+0.20%
●
78.97 ($83.11) 85.82
$90.06
8.36%
Add 6.24%
94,766
5,567
KVUE 		Kenvue Inc2025-03-31Reduce
-0.19%
●
19.8 ($22.14) 23.98
$21.65
-2.21%
Reduce -47.44%
22,669
-20,461
META 		Meta Platforms Inc2025-03-31Reduce
-0.17%
●
576.36 ($645.17) 736.67
$684.62
6.11%
Reduce -3.91%
16,125
-657

Buttonwood Financial Advisors Inc. Total Holding History ($B)

To

Buttonwood Financial Advisors Inc.'s Asset Allocation

To

Buttonwood Financial Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Buttonwood Financial Advisors Inc.'s Hypothetical Growth since 2025-03-31

Buttonwood Financial Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Buttonwood Financial Advisors Inc.'s Holdings Heat Map

Size field:

Buttonwood Financial Advisors Inc.'s Holdings Bubble Chart

Buttonwood Financial Advisors Inc. News

  • 1

Discussions on Buttonwood Financial Advisors Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.