Latest Buttonwood Financial Advisors Inc. Stock Portfolio
Buttonwood Financial Advisors Inc. Performance:
2025 Q3: 2.83%YTD: 7.3%2024: 9.58%
Performance for 2025 Q3 is 2.83%, and YTD is 7.3%, and 2024 is 9.58%.
About Buttonwood Financial Advisors Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Buttonwood Financial Advisors Inc. reported an equity portfolio of $290.4 Millions as of 30 Sep, 2025.
The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, GOOG, FBND. The fund has invested 10.2% of it's portfolio in VANECK ETF TRUST and 6.1% of portfolio in ALPHABET INC.
They significantly reduced their stock positions in KENVUE INC, PROCTER AND GAMBLE CO (PG) and AUTOMATIC DATA PROCESSING IN (ADP). Buttonwood Financial Advisors Inc. opened new stock positions in ASML HOLDING N V, GARTNER INC (IT) and COPART INC (CPRT). The fund showed a lot of confidence in some stocks as they added substantially to FISERV INC, CONSTELLATION BRANDS INC (STZ) and HERSHEY CO (HSY).
The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, GOOG, FBND. The fund has invested 10.2% of it's portfolio in VANECK ETF TRUST and 6.1% of portfolio in ALPHABET INC.
They significantly reduced their stock positions in KENVUE INC, PROCTER AND GAMBLE CO (PG) and AUTOMATIC DATA PROCESSING IN (ADP). Buttonwood Financial Advisors Inc. opened new stock positions in ASML HOLDING N V, GARTNER INC (IT) and COPART INC (CPRT). The fund showed a lot of confidence in some stocks as they added substantially to FISERV INC, CONSTELLATION BRANDS INC (STZ) and HERSHEY CO (HSY).
Buttonwood Financial Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Buttonwood Financial Advisors Inc. made a return of 2.83% in the last quarter. In trailing 12 months, it's portfolio return was 7.84%.
New Buys
| Ticker | $ Bought |
|---|---|
| asml holding n v | 3,294,260 |
| gartner inc | 1,580,640 |
| copart inc | 338,624 |
| kla corp | 230,261 |
New stocks bought by Buttonwood Financial Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| fiserv inc | 242 |
| constellation brands inc | 195 |
| hershey co | 106 |
| costar group inc | 72.32 |
| vanguard index fds | 67.07 |
| s&p global inc | 56.25 |
| lockheed martin corp | 44.21 |
| ishares tr | 40.19 |
Additions to existing portfolio by Buttonwood Financial Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| kenvue inc | -27.13 |
| anheuser busch inbev sa/nv | -14.29 |
| procter and gamble co | -12.19 |
| automatic data processing in | -11.48 |
| microchip technology inc. | -11.00 |
| oracle corp | -8.86 |
| american express co | -8.01 |
| ishares tr | -7.81 |
Buttonwood Financial Advisors Inc. reduced stake in above stock
Sold off
Sector Distribution
Buttonwood Financial Advisors Inc. has about 51.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 51.3 |
| Technology | 14.4 |
| Communication Services | 11.9 |
| Financial Services | 8.1 |
| Consumer Cyclical | 5.6 |
| Industrials | 3.1 |
| Consumer Defensive | 2.4 |
| Energy | 1.4 |
Market Cap. Distribution
Buttonwood Financial Advisors Inc. has about 46% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 51.3 |
| MEGA-CAP | 26.6 |
| LARGE-CAP | 19.4 |
| MID-CAP | 2.7 |
Stocks belong to which Index?
About 43.5% of the stocks held by Buttonwood Financial Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 56.5 |
| S&P 500 | 43.5 |
Buttonwood Financial Advisors Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Buttonwood Financial Advisors Inc.
Buttonwood Financial Advisors Inc. has 102 stocks in it's portfolio. About 50.5% of the portfolio is in top 10 stocks. MCHP proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Buttonwood Financial Advisors Inc. last quarter.
Last Reported on: 21 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.29 | 14,776 | 3,762,380 | reduced | -0.53 | ||
| ABBV | abbvie inc | 0.26 | 3,209 | 743,084 | reduced | -3.05 | ||
| ABT | abbott labs | 0.13 | 2,865 | 383,721 | reduced | -3.6 | ||
| ACN | accenture plc ireland | 0.50 | 5,831 | 1,438,020 | reduced | -0.24 | ||
| ADP | automatic data processing in | 0.16 | 1,534 | 450,156 | reduced | -11.48 | ||
| AFK | vaneck etf trust | 10.19 | 298,563 | 29,590,500 | added | 11.72 | ||
| AGT | ishares tr | 0.10 | 11,761 | 285,792 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 1.00 | 14,176 | 2,902,420 | added | 11.02 | ||
| AMT | american tower corp new | 0.20 | 3,019 | 580,675 | added | 0.07 | ||
| AMZN | amazon com inc | 2.04 | 26,973 | 5,922,410 | added | 8.99 | ||
| ARES | ares management corporation | 0.12 | 2,217 | 354,536 | unchanged | 0.00 | ||
| ARW | arrow electrs inc | 2.50 | 59,890 | 7,246,670 | added | 5.25 | ||
| AXP | american express co | 0.99 | 8,684 | 2,884,390 | reduced | -8.01 | ||
| BAC | bank america corp | 0.24 | 13,476 | 695,227 | reduced | -1.89 | ||
| BKNG | booking holdings inc | 0.36 | 196 | 1,058,980 | unchanged | 0.00 | ||
| CEG | constellation energy corp | 0.10 | 882 | 290,144 | unchanged | 0.00 | ||
| COF | capital one finl corp | 0.11 | 1,494 | 317,532 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.34 | 1,065 | 985,372 | reduced | -4.83 | ||
| CPRT | copart inc | 0.12 | 7,530 | 338,624 | new | |||
| CSCO | cisco sys inc | 0.07 | 3,158 | 216,087 | reduced | -0.88 | ||