Buttonwood Financial Advisors

Buttonwood Financial Advisors as of June 30, 2025

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 99 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.1 $25M 267k 93.79
Microsoft Corporation (MSFT) 5.4 $14M 27k 497.41
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.0 $12M 271k 45.75
Fidelity Covington Trust Msci Hlth Care I (FHLC) 4.9 $12M 190k 63.95
Alphabet Cap Stk Cl A (GOOGL) 4.9 $12M 69k 176.23
Meta Platforms Cl A (META) 4.7 $12M 16k 738.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.2 $10M 22k 485.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.7 $9.1M 187k 48.65
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.5 $8.8M 98k 90.12
Microchip Technology (MCHP) 3.0 $7.4M 105k 70.37
Arrow Electronics (ARW) 2.9 $7.3M 57k 127.43
Markel Corporation (MKL) 2.5 $6.2M 3.1k 1997.52
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $6.2M 75k 82.86
Amazon (AMZN) 2.2 $5.4M 25k 219.39
Visa Com Cl A (V) 2.1 $5.2M 15k 355.04
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 1.9 $4.7M 69k 68.72
Charles Schwab Corporation (SCHW) 1.6 $4.0M 44k 91.24
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $3.6M 18k 204.67
Canadian Natural Resources (CNQ) 1.3 $3.3M 104k 31.40
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.3 $3.2M 88k 35.84
Exxon Mobil Corporation (XOM) 1.2 $3.1M 28k 107.80
Walt Disney Company (DIS) 1.2 $3.1M 25k 124.01
Apple (AAPL) 1.2 $3.0M 15k 205.17
American Express Company (AXP) 1.2 $3.0M 9.4k 318.98
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.9M 21k 135.04
Netflix (NFLX) 1.1 $2.6M 2.0k 1339.43
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.0 $2.6M 42k 61.85
Emerson Electric (EMR) 1.0 $2.4M 18k 133.33
Applied Materials (AMAT) 0.9 $2.3M 13k 183.06
Starbucks Corporation (SBUX) 0.9 $2.3M 25k 91.63
Home Depot (HD) 0.9 $2.2M 6.0k 366.62
Vanguard World Mega Cap Index (MGC) 0.8 $2.1M 9.3k 224.92
Fiserv (FI) 0.8 $2.1M 12k 172.40
Teradyne (TER) 0.8 $2.0M 22k 89.92
Accenture Plc Ireland Shs Class A (ACN) 0.7 $1.7M 5.8k 298.88
Pepsi (PEP) 0.6 $1.4M 11k 132.04
Blackrock (BLK) 0.5 $1.4M 1.3k 1048.86
McDonald's Corporation (MCD) 0.5 $1.3M 4.5k 292.18
Lowe's Companies (LOW) 0.5 $1.3M 5.8k 221.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.2M 7.2k 164.46
Ge Aerospace Com New (GE) 0.5 $1.2M 4.6k 257.42
Lockheed Martin Corporation (LMT) 0.5 $1.2M 2.5k 463.13
Booking Holdings (BKNG) 0.5 $1.1M 196.00 5792.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.1M 18k 62.02
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.1k 990.08
Procter & Gamble Company (PG) 0.4 $1.0M 6.5k 159.31
JPMorgan Chase & Co. (JPM) 0.4 $999k 3.4k 289.89
Intercontinental Exchange (ICE) 0.4 $966k 5.3k 183.47
3M Company (MMM) 0.4 $939k 6.2k 152.23
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $879k 2.9k 303.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $873k 1.4k 617.89
Vanguard Index Fds Growth Etf (VUG) 0.3 $773k 1.8k 438.35
S&p Global (SPGI) 0.3 $751k 1.4k 527.25
Vanguard World Mega Grwth Ind (MGK) 0.3 $745k 2.0k 366.10
Ishares Tr Rus 1000 Etf (IWB) 0.3 $739k 2.2k 339.57
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $672k 2.4k 279.80
American Tower Reit (AMT) 0.3 $667k 3.0k 221.06
Stryker Corporation (SYK) 0.3 $667k 1.7k 395.53
Bank of America Corporation (BAC) 0.3 $650k 14k 47.32
Alphabet Cap Stk Cl C (GOOG) 0.3 $650k 3.7k 177.40
Ge Vernova (GEV) 0.3 $633k 1.2k 528.96
Hershey Company (HSY) 0.2 $619k 3.7k 165.95
Abbvie (ABBV) 0.2 $615k 3.3k 185.64
General Dynamics Corporation (GD) 0.2 $613k 2.1k 291.65
Coca-Cola Company (KO) 0.2 $589k 8.3k 70.75
Williams-Sonoma (WSM) 0.2 $557k 3.4k 163.38
Automatic Data Processing (ADP) 0.2 $534k 1.7k 308.36
Paypal Holdings (PYPL) 0.2 $531k 7.1k 74.32
Diageo Spon Adr New (DEO) 0.2 $529k 5.2k 100.84
Ishares Tr Core S&p500 Etf (IVV) 0.2 $516k 832.00 620.53
Schlumberger Com Stk (SLB) 0.2 $503k 15k 33.80
Oracle Corporation (ORCL) 0.2 $499k 2.3k 218.66
UnitedHealth (UNH) 0.2 $482k 1.5k 312.01
Johnson & Johnson (JNJ) 0.2 $472k 3.1k 152.74
Kenvue (KVUE) 0.2 $452k 22k 20.93
Genuine Parts Company (GPC) 0.2 $440k 3.6k 121.30
CoStar (CSGP) 0.2 $431k 5.4k 80.40
Abbott Laboratories (ABT) 0.2 $404k 3.0k 136.01
United Parcel Service CL B (UPS) 0.2 $386k 3.8k 100.93
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $384k 2.2k 173.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $381k 3.5k 109.28
eBay (EBAY) 0.1 $368k 4.9k 74.46
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $368k 1.5k 238.70
Constellation Brands Cl A (STZ) 0.1 $337k 2.1k 162.68
NVIDIA Corporation (NVDA) 0.1 $333k 2.1k 157.97
Wal-Mart Stores (WMT) 0.1 $333k 3.4k 97.78
Raytheon Technologies Corp (RTX) 0.1 $324k 2.2k 146.05
Capital One Financial (COF) 0.1 $318k 1.5k 212.72
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $308k 725.00 424.58
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $285k 12k 24.25
Constellation Energy (CEG) 0.1 $285k 882.00 322.65
Yum! Brands (YUM) 0.1 $282k 1.9k 148.15
Duke Energy Corp Com New (DUK) 0.1 $274k 2.3k 117.98
Huntington Ingalls Inds (HII) 0.1 $253k 1.0k 241.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $251k 1.1k 236.89
Expeditors International of Washington (EXPD) 0.1 $247k 2.2k 114.23
Southern Company (SO) 0.1 $239k 2.6k 91.84
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $224k 1.8k 123.59
Cisco Systems (CSCO) 0.1 $221k 3.2k 69.37