BF

Buttonwood Financial Advisors Inc.

13F
Buttonwood Financial Advisors Inc.
Last update 2024-10-28 96 Stocks (2 new)
Value $229.00 Mil Turnover 4 %
Countries:
Top Holdings: MOAT(10.31%)FHLC(5.41%)MSFT(4.93%)FBND(4.70%)BRK.B(4.57%)
Portfolio Report
Summary Stock Picks Current Portfolio
Buttonwood Financial Advisors ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOAT 		VanEck Morningstar Wide Moat ETF
243,878
23643.940
+12.34%
10.310
+1.13%
0.150
+9.03%
+14.48%
16060.127
 
FHLC 		Fidelity MSCI Health Care Index ETF
170,520
12413.880
+0.14%
5.410
+0.01%
0.410
+1.62%
+10.57%
3048.322
 
MSFT 		Microsoft Corp
26,257
11298.270
-0.41%
4.930
-0.02%
0.000
+5.12%
+12.98%
3141534.523
Software
FBND 		Fidelity Total Bond ETF
230,650
10780.600
+7.77%
4.700
+0.34%
0.090
-0.52%
-0.76%
12539.092
 
BRK.B 		Berkshire Hathaway Inc
22,754
10472.830
-2.15%
4.570
-0.10%
0.000
+7.39%
+29.93%
999724.216
Insurance
GOOGL 		Alphabet Inc
62,879
10428.510
+2.03%
4.550
+0.09%
0.000
+10.22%
+27.99%
2191538.690
Interactive Media
META 		Meta Platforms Inc
17,425
9974.800
-3.21%
4.350
-0.14%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
ISTB 		iShares Core 1-5 Year USD Bond ETF
150,426
7322.730
+9.41%
3.190
+0.27%
0.180
-0.15%
+0.80%
4084.117
 
VIGI 		Vanguard International Dividend Appreciation ETF
77,428
6835.320
+27.86%
2.980
+0.65%
0.100
+2.86%
+6.16%
7049.378
 
ARW 		Arrow Electronics Inc
44,157
5865.350
+12.01%
2.560
+0.27%
0.080
-5.78%
-1.68%
6321.362
Hardware

Buttonwood Financial Advisors Inc.'s Historical Top Holdings Breakdowns

Buttonwood Financial Advisors Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MOAT 		VanEck Morningstar Wide Moat ETF2024-09-30Add
+1.13%
●
85.84 ($91.44) 96.95
$97.16
6.26%
Add 12.34%
243,878
26,783
VIGI 		Vanguard International Dividend Appreciation ETF2024-09-30Add
+0.65%
●
80.13 ($84.89) 88.89
$84.23
-0.78%
Add 27.86%
77,428
16,870
KMX 		CarMax Inc2024-09-30Sold Out
-0.57%
●
71.21 ($79.07) 85.78
$75.54
-4.46%
Sold Out
0
-16,470
MCHP 		Microchip Technology Inc2024-09-30Add
+0.55%
●
72 ($82.54) 95.98
$72.88
-11.70%
Add 35.41%
60,104
15,718
FBND 		Fidelity Total Bond ETF2024-09-30Add
+0.34%
●
44.65 ($46.21) 47.21
$45.69
-1.13%
Add 7.77%
230,650
16,620
ARW 		Arrow Electronics Inc2024-09-30Add
+0.27%
●
117.29 ($126.75) 135.1
$120.20
-5.17%
Add 12.01%
44,157
4,736
ISTB 		iShares Core 1-5 Year USD Bond ETF2024-09-30Add
+0.27%
●
47.18 ($48.13) 48.75
$47.94
-0.39%
Add 9.41%
150,426
12,943
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Sold Out
-0.22%
●
57.74 ($58.57) 59.13
$58.24
-0.56%
Sold Out
0
-7,988
SHY 		iShares 1-3 Year Treasury Bond ETF2024-09-30Add
+0.21%
●
81.31 ($82.5) 83.29
$82.07
-0.52%
Add 10.57%
61,337
5,863
META 		Meta Platforms Inc2024-09-30Reduce
-0.14%
●
453.41 ($514.55) 572.44
$589.50
14.57%
Reduce -3.21%
17,425
-578

Buttonwood Financial Advisors Inc. Total Holding History ($B)

To

Buttonwood Financial Advisors Inc.'s Asset Allocation

To

Buttonwood Financial Advisors Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Buttonwood Financial Advisors Inc.'s Hypothetical Growth since 2024-09-30

Buttonwood Financial Advisors Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Buttonwood Financial Advisors Inc.'s Holdings Heat Map

Size field:

Buttonwood Financial Advisors Inc.'s Holdings Bubble Chart

Buttonwood Financial Advisors Inc. News

  • 1

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