Buttonwood Financial Advisors Inc. Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$227.5B
Holdings
96
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (96 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MOATVANECK ETF TRUST | 273,332 | $24.1B | 10.57% | |
| 2 | FBNDFIDELITY MERRIMACK STR TR | 272,684 | $12.4B | 5.47% | |
| 3 | FHLCFIDELITY COVINGTON TRUST | 181,826 | $12.4B | 5.46% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,123 | $11.8B | 5.18% | |
| 5 | GOOGLALPHABET INC | 67,903 | $10.5B | 4.61% | |
| 6 | MSFTMICROSOFT CORP | 26,471 | $9.9B | 4.37% | |
| 7 | METAMETA PLATFORMS INC | 16,125 | $9.3B | 4.08% | |
| 8 | ISTBISHARES TR | 185,436 | $9.0B | 3.94% | |
| 9 | VIGIVANGUARD WHITEHALL FDS | 94,766 | $7.9B | 3.45% | |
| 10 | SHYISHARES TR | 73,622 | $6.1B | 2.68% | |
| 11 | ARWARROW ELECTRS INC | 57,185 | $5.9B | 2.61% | |
| 12 | MKLMARKEL GROUP INC | 3,057 | $5.7B | 2.51% | |
| 13 | VVISA INC | 14,927 | $5.2B | 2.30% | |
| 14 | MCHPMICROCHIP TECHNOLOGY INC. | 106,745 | $5.2B | 2.27% | |
| 15 | BUDANHEUSER BUSCH INBEV SA/NV | 75,028 | $4.6B | 2.03% | |
| 16 | AMZNAMAZON COM INC | 23,403 | $4.5B | 1.96% | |
| 17 | SCHWSCHWAB CHARLES CORP | 43,867 | $3.4B | 1.51% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 17,604 | $3.4B | 1.50% | |
| 19 | AAPLAPPLE INC | 14,843 | $3.3B | 1.45% | |
| 20 | XOMEXXON MOBIL CORP | 27,461 | $3.3B | 1.44% | |
| 21 | CRCCANADIAN NAT RES LTD | 100,810 | $3.1B | 1.36% | |
| 22 | DFACDIMENSIONAL ETF TRUST | 88,260 | $2.9B | 1.28% | |
| 23 | FISVFISERV INC | 12,085 | $2.7B | 1.17% | |
| 24 | AXPAMERICAN EXPRESS CO | 9,833 | $2.6B | 1.16% | |
| 25 | ITOTISHARES TR | 21,468 | $2.6B | 1.15% | |
| 26 | SBUXSTARBUCKS CORP | 25,444 | $2.5B | 1.10% | |
| 27 | DISDISNEY WALT CO | 24,740 | $2.4B | 1.07% | |
| 28 | HDHOME DEPOT INC | 6,129 | $2.2B | 0.99% | |
| 29 | EMREMERSON ELEC CO | 18,784 | $2.1B | 0.91% | |
| 30 | NFLXNETFLIX INC | 2,025 | $1.9B | 0.83% | |
| 31 | MGCVANGUARD WORLD FD | 9,326 | $1.9B | 0.83% | |
| 32 | ACNACCENTURE PLC IRELAND | 5,878 | $1.8B | 0.81% | |
| 33 | AMATAPPLIED MATLS INC | 12,465 | $1.8B | 0.80% | |
| 34 | MCDMCDONALDS CORP | 4,604 | $1.4B | 0.63% | |
| 35 | LOWLOWES COS INC | 5,853 | $1.4B | 0.60% | |
| 36 | BLKBLACKROCK INC | 1,337 | $1.3B | 0.56% | |
| 37 | PGPROCTER AND GAMBLE CO | 6,944 | $1.2B | 0.52% | |
| 38 | PEPPEPSICO INC | 7,874 | $1.2B | 0.52% | |
| 39 | LMTLOCKHEED MARTIN CORP | 2,556 | $1.1B | 0.50% | |
| 40 | BACBANK AMERICA CORP | 27,114 | $1.1B | 0.50% | |
| 41 | JPMJPMORGAN CHASE & CO. | 4,378 | $1.1B | 0.47% | |
| 42 | DEODIAGEO PLC | 10,205 | $1.1B | 0.47% | |
| 43 | VOEVANGUARD INDEX FDS | 6,628 | $1.1B | 0.47% | |
| 44 | COSTCOSTCO WHSL CORP NEW | 1,121 | $1.1B | 0.47% | |
| 45 | IJHISHARES TR | 16,750 | $977.4M | 0.43% | |
| 46 | GEGE AEROSPACE | 4,719 | $944.5M | 0.42% | |
| 47 | ICEINTERCONTINENTAL EXCHANGE IN | 5,327 | $918.9M | 0.40% | |
| 48 | MMM3M CO | 6,172 | $906.5M | 0.40% | |
| 49 | BKNGBOOKING HOLDINGS INC | 195 | $898.7M | 0.39% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 1,666 | $872.6M | 0.38% | |
| 51 | VTIVANGUARD INDEX FDS | 3,038 | $835.0M | 0.37% | |
| 52 | SPYSPDR S&P 500 ETF TR | 1,413 | $790.5M | 0.35% | |
| 53 | ABBVABBVIE INC | 3,327 | $697.1M | 0.31% | |
| 54 | SPGIS&P GLOBAL INC | 1,355 | $688.4M | 0.30% | |
| 55 | VUGVANGUARD INDEX FDS | 1,793 | $664.8M | 0.29% | |
| 56 | IWBISHARES TR | 2,151 | $659.8M | 0.29% | |
| 57 | AMTAMERICAN TOWER CORP NEW | 3,016 | $656.2M | 0.29% | |
| 58 | MGKVANGUARD WORLD FD | 2,062 | $636.8M | 0.28% | |
| 59 | KOCOCA COLA CO | 8,848 | $633.7M | 0.28% | |
| 60 | SYKSTRYKER CORPORATION | 1,683 | $626.6M | 0.28% | |
| 61 | SLBSCHLUMBERGER LTD | 14,949 | $624.9M | 0.27% | |
| 62 | VOVANGUARD INDEX FDS | 2,412 | $623.7M | 0.27% | |
| 63 | GDGENERAL DYNAMICS CORP | 2,101 | $572.7M | 0.25% | |
| 64 | ADPAUTOMATIC DATA PROCESSING IN | 1,821 | $556.3M | 0.24% | |
| 65 | HSYHERSHEY CO | 3,246 | $555.2M | 0.24% | |
| 66 | KVUEKENVUE INC | 22,669 | $543.6M | 0.24% | |
| 67 | GOOGALPHABET INC | 3,458 | $540.2M | 0.24% | |
| 68 | WSMWILLIAMS SONOMA INC | 3,408 | $538.8M | 0.24% | |
| 69 | JNJJOHNSON & JOHNSON | 3,089 | $512.3M | 0.23% | |
| 70 | UPSUNITED PARCEL SERVICE INC | 4,499 | $494.9M | 0.22% | |
| 71 | IVVISHARES TR | 837 | $470.0M | 0.21% | |
| 72 | PYPLPAYPAL HLDGS INC | 7,099 | $463.2M | 0.20% | |
| 73 | GPCGENUINE PARTS CO | 3,623 | $431.6M | 0.19% | |
| 74 | ABTABBOTT LABS | 3,171 | $420.6M | 0.18% | |
| 75 | GEVGE VERNOVA INC | 1,245 | $379.9M | 0.17% | |
| 76 | EBAEBAY INC. | 5,561 | $376.7M | 0.17% | |
| 77 | IJRISHARES TR | 3,565 | $372.8M | 0.16% | |
| 78 | ARESARES MANAGEMENT CORPORATION | 2,277 | $333.9M | 0.15% | |
| 79 | DUKDUKE ENERGY CORP NEW | 2,653 | $323.5M | 0.14% | |
| 80 | ORCLORACLE CORP | 2,294 | $320.7M | 0.14% | |
| 81 | ROKROCKWELL AUTOMATION INC | 1,230 | $317.8M | 0.14% | |
| 82 | WMTWALMART INC | 3,426 | $300.8M | 0.13% | |
| 83 | YUMYUM BRANDS INC | 1,900 | $298.9M | 0.13% | |
| 84 | RTXRTX CORPORATION | 2,238 | $296.5M | 0.13% | |
| 85 | SOXXISHARES TR | 1,543 | $290.3M | 0.13% | |
| 86 | IBDRISHARES TR | 11,761 | $284.7M | 0.13% | |
| 87 | STZCONSTELLATION BRANDS INC | 1,477 | $271.1M | 0.12% | |
| 88 | SOSOUTHERN CO | 2,905 | $267.1M | 0.12% | |
| 89 | IWFISHARES TR | 725 | $261.8M | 0.12% | |
| 90 | EXPDEXPEDITORS INTL WASH INC | 2,164 | $260.3M | 0.11% | |
| 91 | SOLVSOLVENTUM CORP | 3,211 | $244.2M | 0.11% | |
| 92 | WFCWELLS FARGO CO NEW | 3,315 | $238.0M | 0.10% | |
| 93 | VBVANGUARD INDEX FDS | 1,059 | $234.7M | 0.10% | |
| 94 | NVDANVIDIA CORPORATION | 2,126 | $230.4M | 0.10% | |
| 95 | IJJISHARES TR | 1,787 | $214.0M | 0.09% | |
| 96 | CSCOCISCO SYS INC | 3,245 | $200.2M | 0.09% |