Latest Buttonwood Financial Advisors Inc. Stock Portfolio

Buttonwood Financial Advisors Inc. Performance:
2025 Q2: 7.1%YTD: 4.39%2024: 9.58%

Performance for 2025 Q2 is 7.1%, and YTD is 4.39%, 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 $249.1 Millions as of 30 Jun, 2025.

The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, MSFT, FBND. The fund has invested 10.1% of it's portfolio in VANECK ETF TRUST and 5.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ROCKWELL AUTOMATION INC (ROK), SOLVENTUM CORP and WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), DIAGEO PLC (DEO) and JPMORGAN CHASE & CO. (JPM). Buttonwood Financial Advisors Inc. opened new stock positions in BROOKFIELD CORP, TERADYNE INC (TER) and COSTAR GROUP INC (CSGP). The fund showed a lot of confidence in some stocks as they added substantially to CONSTELLATION BRANDS INC (STZ), PEPSICO INC (PEP) 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 7.1% in the last quarter. In trailing 12 months, it's portfolio return was 7.1%.
2022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
brookfield corp2,605,020
teradyne inc2,001,640
costar group inc431,105
capital one finl corp317,801
constellation energy corp284,573
huntington ingalls inds inc253,351

New stocks bought by Buttonwood Financial Advisors Inc.

Additions

Ticker% Inc.
constellation brands inc40.08
pepsico inc36.92
hershey co14.85
vanguard index fds8.07
ishares tr6.79
alphabet inc5.87
amazon com inc5.75
s&p global inc5.09

Additions to existing portfolio by Buttonwood Financial Advisors Inc.

Reductions

Ticker% Reduced
bank america corp-49.34
diageo plc-48.63
jpmorgan chase & co.-21.27
united parcel service inc-15.09
duke energy corp new-12.33
ebay inc.-11.02
southern co-10.5
anheuser busch inbev sa/nv-8.75

Buttonwood Financial Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
wells fargo co new-237,977
solventum corp-244,164
rockwell automation inc-317,807

Buttonwood Financial Advisors Inc. got rid off the above stocks

Sector Distribution

Buttonwood Financial Advisors Inc. has about 48.4% of it's holdings in Others sector.

49%16%12%
Sector%
Others48.4
Technology15.4
Communication Services12.1
Financial Services9.3
Consumer Cyclical6.2
Industrials3.2
Consumer Defensive2.2
Energy1.4
Healthcare1.1

Market Cap. Distribution

Buttonwood Financial Advisors Inc. has about 48.4% of it's portfolio invested in the large-cap and mega-cap stocks.

48%28%20%
Category%
UNALLOCATED48.4
MEGA-CAP28
LARGE-CAP20.4
MID-CAP3.1

Stocks belong to which Index?

About 45.8% of the stocks held by Buttonwood Financial Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

54%46%
Index%
Others54.2
S&P 50045.8
Top 5 Winners (%)%
ORCL
oracle corp
56.2 %
NVDA
nvidia corporation
45.6 %
MCHP
microchip technology inc.
44.9 %
NFLX
netflix inc
43.1 %
MSFT
microsoft corp
31.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
3.3 M
META
meta platforms inc
2.6 M
MCHP
microchip technology inc.
2.3 M
GOOG
alphabet inc
1.5 M
ARW
arrow electrs inc
1.3 M
Top 5 Losers (%)%
UNH
unitedhealth group inc
-40.4 %
SLB
schlumberger ltd
-19.1 %
STZ
constellation brands inc
-11.5 %
ABBV
abbvie inc
-11.4 %
XOM
exxon mobil corp
-9.1 %
Top 5 Losers ($)$
UNH
unitedhealth group inc
-0.4 M
XOM
exxon mobil corp
-0.3 M
AAPL
apple inc
-0.3 M
SBUX
starbucks corp
-0.2 M
PEP
pepsico inc
-0.1 M

Buttonwood Financial Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

AFKMSFTFBNDFBCGGOOGMETAIBCEVIGIMCHPARWMKLIJRAMZNVSCHWVIGDFACXOMDISAAPLAXPIJRNFLXEMRAMATSBUXHD..ED....TERACNPEPMC..L..V..G..LM..BK..IJ..C..P..J..ICEMMMV..

Current Stock Holdings of Buttonwood Financial Advisors Inc.

Buttonwood Financial Advisors Inc. has 98 stocks in it's portfolio. About 49.2% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Buttonwood Financial Advisors Inc. last quarter.

Last Reported on: 15 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of VANECK ETF TRUST Position Held By Buttonwood Financial Advisors Inc.

What % of Portfolio is AFK?:

No data available

Number of AFK shares held:

No data available

Change in No. of Shares Held:

No data available