Buttonwood Financial Advisors Inc. Top Holdings and 13F Report (2025) About Buttonwood Financial Advisors Inc.Investment ActivityButtonwood Financial Advisors Inc. has $227.54 million in total holdings as of March 31, 2025.Buttonwood Financial Advisors Inc. owns shares of 96 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 3.77% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Advisors Inc. has purchased 97 new stocks and bought additional shares in 24 stocks.Buttonwood Financial Advisors Inc. sold shares of 61 stocks and completely divested from 3 stocks this quarter.Largest Holdings VanEck Morningstar Wide Moat ETF $24,053,182Fidelity Total Bond ETF $12,448,040Fidelity MSCI Health Care Index ETF $12,422,361Berkshire Hathaway $11,782,357Alphabet $10,500,584 Largest New Holdings this Quarter 21036P108 - Constellation Brands $271,059 Holding17275R102 - Cisco Systems $200,248 Holding Largest Purchases this Quarter VanEck Morningstar Wide Moat ETF 17,335 shares (about $1.53M)iShares Core 1-5 Year USD Bond ETF 22,420 shares (about $1.08M)Arrow Electronics 10,325 shares (about $1.07M)Microchip Technology 17,359 shares (about $840.35K)Fidelity Total Bond ETF 16,921 shares (about $772.44K) Largest Sales this Quarter Genuine Parts 7,305 shares (about $870.22K)Kenvue 20,461 shares (about $490.65K)Meta Platforms 657 shares (about $378.66K)Dimensional U.S. Core Equity 2 ETF 6,850 shares (about $225.98K)Costco Wholesale 235 shares (about $222.21K) 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$24,053,182$1,525,478 ▲6.8%273,33210.6%ETFFBNDFidelity Total Bond ETF$12,448,040$772,445 ▲6.6%272,6845.5%ETFFHLCFidelity MSCI Health Care Index ETF$12,422,361$216,028 ▲1.8%181,8265.5%ETFBRK.BBerkshire Hathaway$11,782,357$101,724 ▼-0.9%22,1235.2%FinanceGOOGLAlphabet$10,500,584$583,151 ▲5.9%67,9034.6%Computer and TechnologyMSFTMicrosoft$9,937,044$178,687 ▲1.8%26,4714.4%Computer and TechnologyMETAMeta Platforms$9,293,535$378,658 ▼-3.9%16,1254.1%Computer and TechnologyISTBiShares Core 1-5 Year USD Bond ETF$8,965,839$1,084,008 ▲13.8%185,4363.9%ManufacturingVIGIVanguard International Dividend Appreciation ETF$7,859,865$461,725 ▲6.2%94,7663.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,090,748$292,120 ▲5.0%73,6222.7%ManufacturingARWArrow Electronics$5,937,501$1,072,042 ▲22.0%57,1852.6%Computer and TechnologyMKLMarkel Group$5,715,865$336,557 ▲6.3%3,0572.5%Multi-Sector ConglomeratesVVisa$5,231,253$16,471 ▼-0.3%14,9272.3%Business ServicesMCHPMicrochip Technology$5,167,504$840,346 ▲19.4%106,7452.3%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$4,618,695$73,625 ▲1.6%75,0282.0%Consumer StaplesAMZNAmazon.com$4,452,608$21,499 ▲0.5%23,4032.0%Retail/WholesaleSCHWCharles Schwab$3,433,922$11,899 ▼-0.3%43,8671.5%FinanceVIGVanguard Dividend Appreciation ETF$3,414,947$115,616 ▼-3.3%17,6041.5%ETFAAPLApple$3,296,972$17,992 ▲0.5%14,8431.4%Computer and TechnologyXOMExxon Mobil$3,265,895$4,757 ▼-0.1%27,4611.4%EnergyCNQCanadian Natural Resources$3,104,950$43,151 ▲1.4%100,8101.4%EnergyDFACDimensional U.S. Core Equity 2 ETF$2,911,696$225,981 ▼-7.2%88,2601.3%ETFFIFiserv$2,668,621$63,155 ▼-2.3%12,0851.2%Business ServicesAXPAmerican Express$2,645,554$48,698 ▼-1.8%9,8331.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$2,619,361$50,635 ▼-1.9%21,4681.2%ETFSBUXStarbucks$2,495,844$56,697 ▼-2.2%25,4441.1%Retail/WholesaleDISWalt Disney$2,441,823$59,121 ▼-2.4%24,7401.1%Consumer DiscretionaryHDHome Depot$2,246,105$31,150 ▼-1.4%6,1291.0%Retail/WholesaleEMREmerson Electric$2,059,503$120,825 ▼-5.5%18,7840.9%IndustrialsNFLXNetflix$1,888,786$44,771 ▼-2.3%2,0250.8%Consumer DiscretionaryMGCVanguard Mega Cap ETF$1,878,062$53,970 ▼-2.8%9,3260.8%ETFACNAccenture$1,834,292$10,298 ▼-0.6%5,8780.8%Computer and TechnologyAMATApplied Materials$1,808,957$25,977 ▲1.5%12,4650.8%Computer and TechnologyMCDMcDonald's$1,438,303$7,185 ▼-0.5%4,6040.6%Retail/WholesaleLOWLowe's Companies$1,364,979$1,166 ▼-0.1%5,8530.6%Retail/WholesaleBLACKROCK INC$1,265,568$11,359 ▼-0.9%1,3370.6%COMPGProcter & Gamble$1,183,378$25,733 ▼-2.1%6,9440.5%Consumer StaplesPEPPepsiCo$1,180,672$52,031 ▲4.6%7,8740.5%Consumer StaplesLMTLockheed Martin$1,141,717$2,233 ▼-0.2%2,5560.5%AerospaceBACBank of America$1,131,468$57,254 ▼-4.8%27,1140.5%FinanceJPMJPMorgan Chase & Co.$1,073,852$56,170 ▼-5.0%4,3780.5%FinanceDEODiageo$1,069,342$287,638 ▲36.8%10,2050.5%Consumer StaplesVOEVanguard Mid-Cap Value ETF$1,064,059$165,838 ▲18.5%6,6280.5%ETFCOSTCostco Wholesale$1,060,005$222,213 ▼-17.3%1,1210.5%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$977,350$105,087 ▼-9.7%16,7500.4%ETFGEGE Aerospace$944,530$83,264 ▼-8.1%4,7190.4%IndustrialsICEIntercontinental Exchange$918,908$91,080 ▼-9.0%5,3270.4%FinanceMMM3M$906,475$31,871 ▼-3.4%6,1720.4%Multi-Sector ConglomeratesBKNGBooking$898,7070.0%1950.4%Retail/WholesaleUNHUnitedHealth Group$872,591$15,189 ▼-1.7%1,6660.4%MedicalVTIVanguard Total Stock Market ETF$835,007$23,912 ▼-2.8%3,0380.4%ETFSPYSPDR S&P 500 ETF Trust$790,4700.0%1,4130.3%FinanceABBVAbbVie$697,071$10,895 ▲1.6%3,3270.3%MedicalSPGIS&P Global$688,376$6,604 ▼-1.0%1,3550.3%Business ServicesVUGVanguard Growth ETF$664,8110.0%1,7930.3%ETFIWBiShares Russell 1000 ETF$659,7980.0%2,1510.3%ETFAMTAmerican Tower$656,193$37,857 ▼-5.5%3,0160.3%FinanceMGKVanguard Mega Cap Growth ETF$636,793$22,235 ▲3.6%2,0620.3%ETFKOCoca-Cola$633,665$2,292 ▼-0.4%8,8480.3%Consumer StaplesSYKStryker$626,631$1,862 ▼-0.3%1,6830.3%MedicalSLBSchlumberger$624,873$920 ▼-0.1%14,9490.3%EnergyVOVanguard Mid-Cap ETF$623,728$27,152 ▼-4.2%2,4120.3%ETFGDGeneral Dynamics$572,669$4,361 ▼-0.8%2,1010.3%AerospaceADPAutomatic Data Processing$556,294$7,026 ▼-1.2%1,8210.2%Business ServicesHSYHershey$555,221$8,894 ▼-1.6%3,2460.2%Consumer StaplesKVUEKenvue$543,600$490,652 ▼-47.4%22,6690.2%Consumer StaplesGOOGAlphabet$540,239$7,499 ▼-1.4%3,4580.2%Computer and TechnologyWSMWilliams-Sonoma$538,823$171,544 ▼-24.1%3,4080.2%Retail/WholesaleJNJJohnson & Johnson$512,332$37,152 ▼-6.8%3,0890.2%MedicalUPSUnited Parcel Service$494,888$21,340 ▼-4.1%4,4990.2%TransportationIVViShares Core S&P 500 ETF$470,0290.0%8370.2%ETFPYPLPayPal$463,194$24,468 ▲5.6%7,0990.2%Computer and TechnologyGPCGenuine Parts$431,598$870,225 ▼-66.8%3,6230.2%Retail/WholesaleABTAbbott Laboratories$420,633$133 ▲0.0%3,1710.2%MedicalGE VERNOVA INC$379,932$34,484 ▼-8.3%1,2450.2%COMEBAYeBay$376,666$10,092 ▼-2.6%5,5610.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$372,767$49,040 ▼-11.6%3,5650.2%ETFARESAres Management$333,886$63,786 ▼-16.0%2,2770.1%FinanceDUKDuke Energy$323,536$5,610 ▼-1.7%2,6530.1%UtilitiesORCLOracle$320,681$6,291 ▼-1.9%2,2940.1%Computer and TechnologyROKRockwell Automation$317,807$48,317 ▼-13.2%1,2300.1%Computer and TechnologyWMTWalmart$300,770$66,633 ▼-18.1%3,4260.1%Retail/WholesaleYUMYum! Brands$298,931$8,653 ▼-2.8%1,9000.1%Retail/WholesaleRTXRTX$296,496$22,125 ▼-6.9%2,2380.1%AerospaceSOXXiShares Semiconductor ETF$290,3460.0%1,5430.1%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$284,7340.0%11,7610.1%ETFSTZConstellation Brands$271,059$271,059 ▲New Holding1,4770.1%Consumer StaplesSOSouthern$267,1110.0%2,9050.1%UtilitiesIWFiShares Russell 1000 Growth ETF$261,7900.0%7250.1%ETFEXPDExpeditors International of Washington$260,253$18,160 ▼-6.5%2,1640.1%TransportationSOLVENTUM CORP$244,164$22,280 ▼-8.4%3,2110.1%COM SHSWFCWells Fargo & Company$237,977$5,528 ▼-2.3%3,3150.1%FinanceVBVanguard Small-Cap ETF$234,742$10,862 ▼-4.4%1,0590.1%ETFNVDANVIDIA$230,386$8,127 ▼-3.4%2,1260.1%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$213,979$1,796 ▲0.8%1,7870.1%ETFCSCOCisco Systems$200,248$200,248 ▲New Holding3,2450.1%Computer and TechnologyNEENextEra Energy$0$227,770 ▼-100.0%00.0%UtilitiesCEGConstellation Energy$0$219,377 ▼-100.0%00.0%EnergyGNTXGentex$0$212,360 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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