Buttonwood Financial Advisors

Buttonwood Financial Advisors as of March 31, 2025

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 96 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.6 $24M 273k 88.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.5 $12M 273k 45.65
Fidelity Covington Trust Msci Hlth Care I (FHLC) 5.5 $12M 182k 68.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.2 $12M 22k 532.58
Alphabet Cap Stk Cl A (GOOGL) 4.6 $11M 68k 154.64
Microsoft Corporation (MSFT) 4.4 $9.9M 27k 375.39
Meta Platforms Cl A (META) 4.1 $9.3M 16k 576.34
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.9 $9.0M 185k 48.35
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.5 $7.9M 95k 82.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.7 $6.1M 74k 82.73
Arrow Electronics (ARW) 2.6 $5.9M 57k 103.83
Markel Corporation (MKL) 2.5 $5.7M 3.1k 1869.76
Visa Com Cl A (V) 2.3 $5.2M 15k 350.46
Microchip Technology (MCHP) 2.3 $5.2M 107k 48.41
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 2.0 $4.6M 75k 61.56
Amazon (AMZN) 2.0 $4.5M 23k 190.26
Charles Schwab Corporation (SCHW) 1.5 $3.4M 44k 78.28
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $3.4M 18k 193.99
Apple (AAPL) 1.4 $3.3M 15k 222.12
Exxon Mobil Corporation (XOM) 1.4 $3.3M 28k 118.93
Canadian Natural Resources (CNQ) 1.4 $3.1M 101k 30.80
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $2.9M 88k 32.99
Fiserv (FI) 1.2 $2.7M 12k 220.82
American Express Company (AXP) 1.2 $2.6M 9.8k 269.05
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.6M 22k 122.01
Starbucks Corporation (SBUX) 1.1 $2.5M 25k 98.09
Walt Disney Company (DIS) 1.1 $2.4M 25k 98.70
Home Depot (HD) 1.0 $2.2M 6.1k 366.47
Emerson Electric (EMR) 0.9 $2.1M 19k 109.64
Netflix (NFLX) 0.8 $1.9M 2.0k 932.73
Vanguard World Mega Cap Index (MGC) 0.8 $1.9M 9.3k 201.38
Accenture Plc Ireland Shs Class A (ACN) 0.8 $1.8M 5.9k 312.06
Applied Materials (AMAT) 0.8 $1.8M 13k 145.12
McDonald's Corporation (MCD) 0.6 $1.4M 4.6k 312.40
Lowe's Companies (LOW) 0.6 $1.4M 5.9k 233.21
Blackrock (BLK) 0.6 $1.3M 1.3k 946.57
Procter & Gamble Company (PG) 0.5 $1.2M 6.9k 170.42
Pepsi (PEP) 0.5 $1.2M 7.9k 149.95
Lockheed Martin Corporation (LMT) 0.5 $1.1M 2.6k 446.68
Bank of America Corporation (BAC) 0.5 $1.1M 27k 41.73
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 4.4k 245.28
Diageo Spon Adr New (DEO) 0.5 $1.1M 10k 104.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.1M 6.6k 160.54
Costco Wholesale Corporation (COST) 0.5 $1.1M 1.1k 945.59
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $977k 17k 58.35
Ge Aerospace Com New (GE) 0.4 $945k 4.7k 200.15
Intercontinental Exchange (ICE) 0.4 $919k 5.3k 172.50
3M Company (MMM) 0.4 $907k 6.2k 146.87
Booking Holdings (BKNG) 0.4 $899k 195.00 4608.75
UnitedHealth (UNH) 0.4 $873k 1.7k 523.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $835k 3.0k 274.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $791k 1.4k 559.43
Abbvie (ABBV) 0.3 $697k 3.3k 209.52
S&p Global (SPGI) 0.3 $688k 1.4k 508.03
Vanguard Index Fds Growth Etf (VUG) 0.3 $665k 1.8k 370.78
Ishares Tr Rus 1000 Etf (IWB) 0.3 $660k 2.2k 306.74
American Tower Reit (AMT) 0.3 $656k 3.0k 217.57
Vanguard World Mega Grwth Ind (MGK) 0.3 $637k 2.1k 308.82
Coca-Cola Company (KO) 0.3 $634k 8.8k 71.62
Stryker Corporation (SYK) 0.3 $627k 1.7k 372.33
Schlumberger Com Stk (SLB) 0.3 $625k 15k 41.80
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $624k 2.4k 258.59
General Dynamics Corporation (GD) 0.3 $573k 2.1k 272.57
Automatic Data Processing (ADP) 0.2 $556k 1.8k 305.49
Hershey Company (HSY) 0.2 $555k 3.2k 171.05
Kenvue (KVUE) 0.2 $544k 23k 23.98
Alphabet Cap Stk Cl C (GOOG) 0.2 $540k 3.5k 156.23
Williams-Sonoma (WSM) 0.2 $539k 3.4k 158.11
Johnson & Johnson (JNJ) 0.2 $512k 3.1k 165.86
United Parcel Service CL B (UPS) 0.2 $495k 4.5k 110.00
Ishares Tr Core S&p500 Etf (IVV) 0.2 $470k 837.00 561.56
Paypal Holdings (PYPL) 0.2 $463k 7.1k 65.25
Genuine Parts Company (GPC) 0.2 $432k 3.6k 119.13
Abbott Laboratories (ABT) 0.2 $421k 3.2k 132.65
Ge Vernova (GEV) 0.2 $380k 1.2k 305.17
eBay (EBAY) 0.2 $377k 5.6k 67.73
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $373k 3.6k 104.56
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $334k 2.3k 146.63
Duke Energy Corp Com New (DUK) 0.1 $324k 2.7k 121.95
Oracle Corporation (ORCL) 0.1 $321k 2.3k 139.79
Rockwell Automation (ROK) 0.1 $318k 1.2k 258.38
Wal-Mart Stores (WMT) 0.1 $301k 3.4k 87.79
Yum! Brands (YUM) 0.1 $299k 1.9k 157.33
Raytheon Technologies Corp (RTX) 0.1 $297k 2.2k 132.48
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $290k 1.5k 188.17
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $285k 12k 24.21
Constellation Brands Cl A (STZ) 0.1 $271k 1.5k 183.52
Southern Company (SO) 0.1 $267k 2.9k 91.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $262k 725.00 361.09
Expeditors International of Washington (EXPD) 0.1 $260k 2.2k 120.26
Solventum Corp Com Shs (SOLV) 0.1 $244k 3.2k 76.04
Wells Fargo & Company (WFC) 0.1 $238k 3.3k 71.79
Vanguard Index Fds Small Cp Etf (VB) 0.1 $235k 1.1k 221.66
NVIDIA Corporation (NVDA) 0.1 $230k 2.1k 108.37
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $214k 1.8k 119.74
Cisco Systems (CSCO) 0.1 $200k 3.2k 61.71