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Buttonwood Financial Advisors Inc.

13F Holdings
Filed: 2025-04-25
Portfolio Value
227.54M arrow_upward 0.03%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001904033
Filing Date
2025-04-25 09:47:42
Address
1 N Haven Street
Baltimore
MD
Prior Value
227.48M
Top 10 Holdings %
lock
Portfolio Value
Buttonwood Financial Advisors Inc.
(13F - 2025-03-31)
Vaneck Etf Trust
MOAT
2025-04-25
Value
24.05M
Shares
273.33K
Portfolio %
10.57%
Fidelity Merrimack Str Tr
FBND
2025-04-25
Value
12.45M
Shares
272.68K
Portfolio %
5.47%
Fidelity Covington Trust
FHLC
2025-04-25
Value
12.42M
Shares
181.83K
Portfolio %
5.46%
Berkshire Hathaway Inc Del
BRK-B
2025-04-25
Value
11.78M
Shares
22.12K
Portfolio %
5.18%
Alphabet Inc
GOOG
2025-04-25
Value
10.50M
Shares
67.90K
Portfolio %
4.61%
Microsoft Corp
MSFT
2025-04-25
Value
9.94M
Shares
26.47K
Portfolio %
4.37%
Meta Platforms Inc
META
2025-04-25
Value
9.29M
Shares
16.12K
Portfolio %
4.08%
Ishares Tr
ISTB
2025-04-25
Value
8.97M
Shares
185.44K
Portfolio %
3.94%
Vanguard Whitehall Fds
VIGI
2025-04-25
Value
7.86M
Shares
94.77K
Portfolio %
3.45%
Ishares Tr
SHY
2025-04-25
Value
6.09M
Shares
73.62K
Portfolio %
2.68%
Top Increases | Buttonwood Financial Advisors Inc.
(2024-12-31 → 2025-03-31)
Berkshire Hathaway Inc Del
BRK-B
2025-04-25
Value Change
arrow_upward 1.67M
Shares
arrow_upward -191.00
Portfolio % Change
arrow_upward 0.73%
Portfolio %
5.18%
Ishares Tr
ISTB
2025-04-25
Value Change
arrow_upward 1.18M
Shares
arrow_upward 22.42K
Portfolio % Change
arrow_upward 0.52%
Portfolio %
3.94%
Fidelity Merrimack Str Tr
FBND
2025-04-25
Value Change
arrow_upward 971.94K
Shares
arrow_upward 16.92K
Portfolio % Change
arrow_upward 0.43%
Portfolio %
5.47%
Anheuser Busch Inbev Sa/nv
BUD
2025-04-25
Value Change
arrow_upward 921.95K
Shares
arrow_upward 1.20K
Portfolio % Change
arrow_upward 0.40%
Portfolio %
2.03%
Markel Group Inc
MKL
2025-04-25
Value Change
arrow_upward 749.07K
Shares
arrow_upward 180.00
Portfolio % Change
arrow_upward 0.33%
Portfolio %
2.51%
Fidelity Covington Trust
FHLC
2025-04-25
Value Change
arrow_upward 746.69K
Shares
arrow_upward 3.16K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
5.46%
Vanguard Whitehall Fds
VIGI
2025-04-25
Value Change
arrow_upward 724.87K
Shares
arrow_upward 5.57K
Portfolio % Change
arrow_upward 0.32%
Portfolio %
3.45%
Arrow Electrs Inc
ARW
2025-04-25
Value Change
arrow_upward 636.72K
Shares
arrow_upward 10.32K
Portfolio % Change
arrow_upward 0.28%
Portfolio %
2.61%
Visa Inc
V
2025-04-25
Value Change
arrow_upward 498.91K
Shares
arrow_upward -47.00
Portfolio % Change
arrow_upward 0.22%
Portfolio %
2.30%
Ishares Tr
SHY
2025-04-25
Value Change
arrow_upward 344.65K
Shares
arrow_upward 3.53K
Portfolio % Change
arrow_upward 0.15%
Portfolio %
2.68%
Top Decreases | Buttonwood Financial Advisors Inc.
(2024-12-31 → 2025-03-31)
Wells Fargo Co New
WFC
2025-04-25
Value Change
arrow_downward -264.00
Shares
arrow_downward -77.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.10%
Hershey Co
HSY
2025-04-25
Value Change
arrow_downward -3306.00
Shares
arrow_downward -52.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.24%
Procter And Gamble Co
PG
2025-04-25
Value Change
arrow_downward -6036.00
Shares
arrow_downward -151.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.52%
Ishares Tr
IJJ
2025-04-25
Value Change
arrow_downward -7473.00
Shares
arrow_downward 15.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Ishares Tr
IVV
2025-04-25
Value Change
arrow_downward -22402.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.21%
Ishares Tr
IWF
2025-04-25
Value Change
arrow_downward -29356.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.12%
Jpmorgan Chase & Co.
JPM
2025-04-25
Value Change
arrow_downward -30532.00
Shares
arrow_downward -229.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.47%
Vanguard Index Fds
VB
2025-04-25
Value Change
arrow_downward -31514.00
Shares
arrow_downward -49.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Ishares Tr
IWB
2025-04-25
Value Change
arrow_downward -33168.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.29%
Spdr S&p 500 Etf Tr
SPY
2025-04-25
Value Change
arrow_downward -37716.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.35%
Buttonwood Financial Advisors Inc. (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Buttonwood Financial Advisors Inc.
(2024-12-31 → 2025-03-31)
Constellation Brands Inc
STZ
2025-04-25
Value
add_circle 271.06K
Shares
1.48K
Portfolio %
0.12%
% Change
0.12%
Cisco Sys Inc
CSCO
2025-04-25
Value
add_circle 200.25K
Shares
3.25K
Portfolio %
0.09%
% Change
0.09%
Closed Positions | Buttonwood Financial Advisors Inc.
(2024-12-31 → 2025-03-31)
Gentex Corp
-
2025-01-22
Value
remove_circle 212.36K
Shares
7.39K
Previous %
10.44%
% Change
-10.44%
Constellation Energy Corp
-
2025-01-22
Value
remove_circle 219.38K
Shares
981.00
Previous %
10.44%
% Change
-10.44%
Nextera Energy Inc
-
2025-01-22
Value
remove_circle 227.77K
Shares
3.18K
Previous %
10.44%
% Change
-10.44%