Buttonwood Financial Advisors Inc. Top Holdings and 13F Report (2025) About Buttonwood Financial Advisors Inc.Investment ActivityButtonwood Financial Advisors Inc. has $227.48 million in total holdings as of December 31, 2024.Buttonwood Financial Advisors Inc. owns shares of 97 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 4.90% of the portfolio was purchased this quarter.About 4.08% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Advisors Inc. has purchased 96 new stocks and bought additional shares in 23 stocks.Buttonwood Financial Advisors Inc. sold shares of 64 stocks and completely divested from 2 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $23,737,288Alphabet $12,140,094Fidelity MSCI Health Care Index ETF $11,675,675Fidelity Total Bond ETF $11,476,101Microsoft $10,956,812 Largest New Holdings this Quarter BLACKROCK INC $1,382,595 HoldingiShares iBonds Dec 2026 Term Corporate ETF $283,087 HoldingWells Fargo & Company $238,241 Holding Largest Purchases this Quarter Microchip Technology 29,282 shares (about $1.68M)BLACKROCK INC 1,349 shares (about $1.38M)Fidelity Total Bond ETF 25,113 shares (about $1.13M)VanEck Morningstar Wide Moat ETF 12,119 shares (about $1.12M)Genuine Parts 9,273 shares (about $1.08M) Largest Sales this Quarter Kenvue 82,000 shares (about $1.75M)3M 8,424 shares (about $1.09M)Booking 206 shares (about $1.02M)Meta Platforms 643 shares (about $376.49K)Rockwell Automation 1,046 shares (about $298.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofButtonwood Financial Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$23,737,288$1,123,733 ▲5.0%255,99710.4%ETFGOOGLAlphabet$12,140,094$237,191 ▲2.0%64,1325.3%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$11,675,675$532,210 ▲4.8%178,6645.1%ETFFBNDFidelity Total Bond ETF$11,476,101$1,126,822 ▲10.9%255,7635.0%ETFMSFTMicrosoft$10,956,812$110,432 ▼-1.0%25,9954.8%Computer and TechnologyBRK.BBerkshire Hathaway$10,114,567$199,445 ▼-1.9%22,3144.4%FinanceMETAMeta Platforms$9,826,202$376,490 ▼-3.7%16,7824.3%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$7,787,280$601,425 ▲8.4%163,0163.4%ManufacturingVIGIVanguard International Dividend Appreciation ETF$7,134,991$941,557 ▲15.2%89,1993.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$5,746,093$717,657 ▲14.3%70,0912.5%ManufacturingARWArrow Electronics$5,300,785$305,762 ▲6.1%46,8602.3%Computer and TechnologyMCHPMicrochip Technology$5,126,297$1,679,326 ▲48.7%89,3862.3%Computer and TechnologyAMZNAmazon.com$5,109,539$21,719 ▼-0.4%23,2902.2%Retail/WholesaleMKLMarkel Group$4,966,795$184,723 ▲3.9%2,8772.2%Multi-Sector ConglomeratesVVisa$4,732,343$167,184 ▼-3.4%14,9742.1%Business ServicesAAPLApple$3,696,809$49,835 ▼-1.3%14,7621.6%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$3,696,745$68,996 ▲1.9%73,8321.6%Consumer StaplesVIGVanguard Dividend Appreciation ETF$3,564,019$147,848 ▼-4.0%18,2001.6%ETFDFACDimensional U.S. Core Equity 2 ETF$3,289,854$256,485 ▼-7.2%95,1101.4%ETFSCHWCharles Schwab$3,257,811$34,636 ▼-1.1%44,0191.4%FinanceCNQCanadian Natural Resources$3,068,747$13,151 ▼-0.4%99,4091.3%Oils/EnergyAXPAmerican Express$2,972,131$109,518 ▼-3.6%10,0141.3%FinanceXOMExxon Mobil$2,958,279$54,430 ▼-1.8%27,5011.3%Oils/EnergyDISWalt Disney$2,821,462$34,518 ▼-1.2%25,3391.2%Consumer DiscretionaryITOTiShares Core S&P Total U.S. Stock Market ETF$2,814,623$122,319 ▼-4.2%21,8831.2%ETFFIFiserv$2,541,149$114,620 ▼-4.3%12,3711.1%Business ServicesEMREmerson Electric$2,464,451$166,313 ▼-6.3%19,8861.1%Industrial ProductsHDHome Depot$2,417,065$59,124 ▼-2.4%6,2141.1%Retail/WholesaleSBUXStarbucks$2,374,540$10,403 ▼-0.4%26,0221.0%Retail/WholesaleACNAccenture$2,079,441$22,163 ▼-1.1%5,9110.9%Computer and TechnologyMGCVanguard Mega Cap ETF$2,040,166$68,261 ▼-3.2%9,5940.9%ETFAMATApplied Materials$1,998,052$7,318 ▼-0.4%12,2860.9%Computer and TechnologyNFLXNetflix$1,848,101$20,505 ▼-1.1%2,0730.8%Consumer DiscretionaryLOWLowe's Companies$1,445,631$9,378 ▼-0.6%5,8580.6%Retail/WholesaleBLACKROCK INC$1,382,595$1,382,595 ▲New Holding1,3490.6%COMMCDMcDonald's$1,341,267$14,784 ▼-1.1%4,6270.6%Retail/WholesaleGPCGenuine Parts$1,275,908$1,082,677 ▲560.3%10,9280.6%Retail/WholesaleBACBank of America$1,251,960$133,300 ▼-9.6%28,4860.6%FinanceLMTLockheed Martin$1,244,349$16,520 ▼-1.3%2,5610.5%AerospaceCOSTCostco Wholesale$1,242,7880.0%1,3560.5%Retail/WholesalePGProcter & Gamble$1,189,414$51,466 ▼-4.1%7,0950.5%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,155,905$59,132 ▼-4.9%18,5510.5%ETFPEPPepsiCo$1,144,578$52,310 ▲4.8%7,5270.5%Consumer StaplesJPMJPMorgan Chase & Co.$1,104,384$121,777 ▼-9.9%4,6070.5%FinanceBKNGBooking$969,065$1,023,730 ▼-51.4%1950.4%Retail/WholesaleDEODiageo$948,341$23,518 ▲2.5%7,4600.4%Consumer StaplesKVUEKenvue$920,829$1,750,707 ▼-65.5%43,1300.4%Consumer StaplesVTIVanguard Total Stock Market ETF$905,702$353,876 ▲64.1%3,1250.4%ETFVOEVanguard Mid-Cap Value ETF$905,103$180,535 ▲24.9%5,5950.4%ETFICEIntercontinental Exchange$872,454$54,091 ▼-5.8%5,8550.4%FinanceUNHUnitedHealth Group$857,668$35,926 ▼-4.0%1,6950.4%MedicalGEGeneral Electric$856,436$19,514 ▼-2.2%5,1350.4%TransportationWSMWilliams-Sonoma$831,979$185 ▲0.0%4,4930.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$828,1860.0%1,4130.4%FinanceMMM3M$824,763$1,087,463 ▼-56.9%6,3890.4%Multi-Sector ConglomeratesVUGVanguard Growth ETF$735,842$9,439 ▼-1.3%1,7930.3%ETFIWBiShares Russell 1000 ETF$692,966$7,732 ▼-1.1%2,1510.3%ETFMGKVanguard Mega Cap Growth ETF$683,255$46,695 ▼-6.4%1,9900.3%ETFSPGIS&P Global$681,156$10,456 ▼-1.5%1,3680.3%Business ServicesGOOGAlphabet$667,632$381 ▼-0.1%3,5060.3%Computer and TechnologyVOVanguard Mid-Cap ETF$664,709$264 ▲0.0%2,5170.3%ETFSYKStryker$607,840$720 ▼-0.1%1,6880.3%MedicalUPSUnited Parcel Service$591,823$252 ▼0.0%4,6930.3%TransportationAMTAmerican Tower$585,016$37,778 ▼-6.1%3,1900.3%FinanceABBVAbbVie$582,016$17,416 ▼-2.9%3,2750.3%MedicalSLBSchlumberger$573,989$4,064 ▼-0.7%14,9710.3%Oils/EnergyPYPLPayPal$573,872$165,829 ▼-22.4%6,7240.3%Computer and TechnologyHSYHershey$558,527$23,540 ▲4.4%3,2980.2%Consumer StaplesGDGeneral Dynamics$557,787$527 ▼-0.1%2,1170.2%AerospaceKOCoca-Cola$552,844$54,102 ▼-8.9%8,8800.2%Consumer StaplesADPAutomatic Data Processing$539,721$13,464 ▼-2.4%1,8440.2%Business ServicesIVViShares Core S&P 500 ETF$492,431$4,118 ▲0.8%8370.2%ETFARESAres Management$480,1720.0%2,7120.2%FinanceJNJJohnson & Johnson$479,108$4,483 ▼-0.9%3,3130.2%MedicalIJRiShares Core S&P Small-Cap ETF$464,767$28,342 ▼-5.7%4,0340.2%ETFGE VERNOVA INC$446,522$5,919 ▼-1.3%1,3580.2%COMROKRockwell Automation$404,964$298,936 ▼-42.5%1,4170.2%Computer and TechnologyORCLOracle$389,818$1,167 ▼-0.3%2,3390.2%Computer and TechnologyWMTWalmart$378,082$83,115 ▼-18.0%4,1850.2%Retail/WholesaleABTAbbott Laboratories$358,587$11,764 ▼-3.2%3,1700.2%MedicalEBAYeBay$353,745$89,706 ▼-20.2%5,7100.2%Retail/WholesaleSOXXiShares Semiconductor ETF$332,5010.0%1,5430.1%ETFNVDANVIDIA$295,535$112,252 ▼-27.5%2,2010.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$291,1460.0%7250.1%ETFDUKDuke Energy$290,746$13,035 ▼-4.3%2,6990.1%UtilitiesIBDRiShares iBonds Dec 2026 Term Corporate ETF$283,087$283,087 ▲New Holding11,7610.1%ETFRTXRTX$278,3510.0%2,4050.1%AerospaceVBVanguard Small-Cap ETF$266,256$240 ▲0.1%1,1080.1%ETFYUMYum! Brands$262,2380.0%1,9550.1%Retail/WholesaleEXPDExpeditors International of Washington$256,462$8,530 ▼-3.2%2,3150.1%TransportationSOSouthern$239,136$44,370 ▼-15.7%2,9050.1%UtilitiesWFCWells Fargo & Company$238,241$238,241 ▲New Holding3,3920.1%FinanceSOLVENTUM CORP$231,474$22,196 ▼-8.8%3,5040.1%COM SHSNEENextEra Energy$227,770$59,577 ▼-20.7%3,1770.1%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$221,452$5,374 ▲2.5%1,7720.1%ETFCEGConstellation Energy$219,377$2,907 ▼-1.3%9810.1%Oils/EnergyGNTXGentex$212,360$57 ▲0.0%7,3920.1%Auto/Tires/TrucksBLKBlackRock$0$1,308,773 ▼-100.0%00.0%FinanceMKCMcCormick & Company, Incorporated$0$267,766 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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