The Analysis of Buttonwood Financial Advisors Inc.'s Holdings
Currently, Buttonwood Financial Advisors Inc. holds 104 types of securities in its portfolio with a total value $300.0M. In the most recent quarter, they have increased their positions in ADBE (+9.7K shares, valued at $3.4M), CMG (+66.9K shares, valued at $2.5M), NFLX (+17.2K shares, valued at $1.6M); decreased their positions in MOAT (-11.4K shares, valued at $1.2M), MCHP (-14.7K shares, valued at $934.5K), N/A (-2.9K shares, valued at $912.1K); initiated new positions in ADBE (+9.7K shares, valued at $3.4M), CMG (+66.9K shares, valued at $2.5M), NEE (+2.6K shares, valued at $210.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MOAT VANECK ETF TRUST287.2K shares-3.80%2025-12-312026-02-04
ALPHABET INC ALPHABET INC70.3K shares-3.98%2025-12-312026-02-04 FBND FIDELITY MERRIMACK STR TR383.0K shares1.58%2025-12-312026-02-04 FHLC FIDELITY COVINGTON TRUST211.1K shares-1.27%2025-12-312026-02-04 ISTB ISHARES TR281.3K shares7.07%2025-12-312026-02-04 MSFT MICROSOFT CORP26.1K shares-2.50%2025-12-312026-02-04 VIGI VANGUARD WHITEHALL FDS120.1K shares1.53%2025-12-312026-02-04 META META PLATFORMS INC14.7K shares-1.04%2025-12-312026-02-04 SHY ISHARES TR105.1K shares13.18%2025-12-312026-02-04 MKL MARKEL GROUP INC3.5K shares-0.06%2025-12-312026-02-04 AMZN AMAZON COM INC26.7K shares-0.85%2025-12-312026-02-04 ARW ARROW ELECTRS INC52.9K shares-11.64%2025-12-312026-02-04 TER TERADYNE INC26.5K shares-1.06%2025-12-312026-02-04 V VISA INC14.5K shares-0.57%2025-12-312026-02-04 MCHP MICROCHIP TECHNOLOGY INC.78.8K shares-15.70%2025-12-312026-02-04 SCHW SCHWAB CHARLES CORP42.4K shares-1.32%2025-12-312026-02-04 AAPL APPLE INC14.7K shares-0.57%2025-12-312026-02-04 FI FISERV INC58.2K shares41.46%2025-12-312026-02-04 CNQ CANADIAN NAT RES LTD112.8K shares-1.16%2025-12-312026-02-04 XOM EXXON MOBIL CORP30.6K shares-1.75%2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS16.6K shares-2.28%2025-12-312026-02-04 ASML ASML HOLDING N V3.4K shares-0.38%2025-12-312026-02-04 AMAT APPLIED MATLS INC13.9K shares-2.17%2025-12-312026-02-04 DFAC DIMENSIONAL ETF TRUST88.3K shares0.00%2025-12-312026-02-04 ADBE ADOBE INC9.7K sharesnew addition2025-12-312026-02-04 BN BROOKFIELD CORP73.5K shares50.40%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO8.4K shares-2.87%2025-12-312026-02-04 ITOT ISHARES TR20.6K shares-1.83%2025-12-312026-02-04 BUD ANHEUSER BUSCH INBEV SA/NV46.9K shares-20.08%2025-12-312026-02-04 DIS DISNEY WALT CO22.8K shares-3.33%2025-12-312026-02-04 CMG CHIPOTLE MEXICAN GRILL INC66.9K sharesnew addition2025-12-312026-02-04 MGC VANGUARD WORLD FD8.9K shares-2.04%2025-12-312026-02-04 EMR EMERSON ELEC CO16.5K shares-2.52%2025-12-312026-02-04 HD HOME DEPOT INC6.0K shares-0.10%2025-12-312026-02-04 SBUX STARBUCKS CORP23.9K shares-1.72%2025-12-312026-02-04 NFLX NETFLIX INC19.1K shares888.82%2025-12-312026-02-04 PEP PEPSICO INC12.2K shares-14.21%2025-12-312026-02-04 LMT LOCKHEED MARTIN CORP3.6K shares-0.80%2025-12-312026-02-04 VTI VANGUARD INDEX FDS4.6K shares-3.77%2025-12-312026-02-04 IT GARTNER INC6.0K shares0.33%2025-12-312026-02-04 HSY HERSHEY CO8.2K shares6.81%2025-12-312026-02-04 VOE VANGUARD INDEX FDS8.3K shares1.86%2025-12-312026-02-04 SPGI S&P GLOBAL INC2.6K shares17.44%2025-12-312026-02-04 LOW LOWES COS INC5.6K shares-1.41%2025-12-312026-02-04 MCD MCDONALDS CORP4.4K shares-1.19%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE4.2K shares-2.67%2025-12-312026-02-04 IJH ISHARES TR16.8K shares-5.92%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.3.4K shares-0.29%2025-12-312026-02-04 ALPHABET INC ALPHABET INC3.5K shares-3.80%2025-12-312026-02-04 BKNG BOOKING HOLDINGS INC194 shares-1.02%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR1.5K shares0.00%2025-12-312026-02-04 MMM 3M CO6.2K shares-0.06%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW1.1K shares0.00%2025-12-312026-02-04 ICE INTERCONTINENTAL EXCHANGE IN5.2K shares-0.94%2025-12-312026-02-04 MGK VANGUARD WORLD FD2.0K shares-1.06%2025-12-312026-02-04 VUG VANGUARD INDEX FDS1.6K shares-5.64%2025-12-312026-02-04 IWB ISHARES TR2.1K shares-0.95%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO5.4K shares-6.37%2025-12-312026-02-04 ABBV ABBVIE INC3.2K shares0.06%2025-12-312026-02-04 GEV GE VERNOVA INC1.1K shares-1.24%2025-12-312026-02-04 BAC BANK AMERICA CORP13.2K shares-2.17%2025-12-312026-02-04 CPRT COPART INC17.7K shares135.07%2025-12-312026-02-04 VO VANGUARD INDEX FDS2.3K shares-0.56%2025-12-312026-02-04 WSM WILLIAMS SONOMA INC3.4K shares0.00%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON2.9K shares-6.44%2025-12-312026-02-04 SYK STRYKER CORPORATION1.7K shares-1.26%2025-12-312026-02-04 SLB SLB LIMITED14.8K shares-0.38%2025-12-312026-02-04 AMT AMERICAN TOWER CORP NEW3.0K shares-0.83%2025-12-312026-02-04 KO COCA COLA CO7.5K shares-4.64%2025-12-312026-02-04 IVV ISHARES TR758 shares-1.17%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC1.5K shares-0.66%2025-12-312026-02-04 CSGP COSTAR GROUP INC7.1K shares-23.37%2025-12-312026-02-04 SOXX ISHARES TR1.5K shares0.00%2025-12-312026-02-04 EBAY EBAY INC.4.7K shares-2.83%2025-12-312026-02-04 NVDA NVIDIA CORPORATION2.2K shares-0.14%2025-12-312026-02-04 STZ CONSTELLATION BRANDS INC3.0K shares-51.57%2025-12-312026-02-04 ORCL ORACLE CORP2.1K shares0.05%2025-12-312026-02-04 GPC GENUINE PARTS CO3.2K shares-10.52%2025-12-312026-02-04 RTX RTX CORPORATION2.2K shares-0.60%2025-12-312026-02-04 ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.00%2025-12-312026-02-04 IJR ISHARES TR3.1K shares-10.06%2025-12-312026-02-04 COF CAPITAL ONE FINL CORP1.5K shares0.00%2025-12-312026-02-04 ABT ABBOTT LABS2.9K shares0.03%2025-12-312026-02-04 UPS UNITED PARCEL SERVICE INC3.6K shares-2.66%2025-12-312026-02-04 ARES ARES MANAGEMENT CORPORATION2.2K shares0.00%2025-12-312026-02-04 WMT WALMART INC3.2K shares-2.79%2025-12-312026-02-04 HII HUNTINGTON INGALLS INDS INC1.0K shares0.00%2025-12-312026-02-04 PYPL PAYPAL HLDGS INC6.0K shares-13.99%2025-12-312026-02-04 IWF ISHARES TR725 shares0.00%2025-12-312026-02-04 EXPD EXPEDITORS INTL WASH INC2.2K shares0.00%2025-12-312026-02-04 YUM YUM BRANDS INC1.9K shares0.00%2025-12-312026-02-04 VB VANGUARD INDEX FDS1.1K shares-1.25%2025-12-312026-02-04 IBDR ISHARES TR11.7K shares-0.88%2025-12-312026-02-04 CEG CONSTELLATION ENERGY CORP749 shares-15.08%2025-12-312026-02-04 KLAC KLA CORP214 shares0.47%2025-12-312026-02-04 SO SOUTHERN CO2.6K shares0.00%2025-12-312026-02-04 IJJ ISHARES TR1.7K shares-7.06%2025-12-312026-02-04 NEE NEXTERA ENERGY INC2.6K sharesnew addition2025-12-312026-02-04 CSCO CISCO SYS INC2.6K shares-16.56%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available