Buttonwood Financial Advisors Inc. Portfolio Holdings
Q3 2025•103 long positions•$290.5M portfolio value
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Holding103 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.6M 10.19% | +$3.1M Bought | — 298.6K shares | 267.2K → 298.6K +$3.1M | +11.72% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $17.8M 6.13% | +$1.1M Bought | 0.001% 73.2K shares | 68.8K → 73.2K +$1.1M | +6.33% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.4M 6.0% | +$4.9M Bought | — 377.0K shares | 270.6K → 377.0K +$4.9M | +39.32% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.3M 4.92% | +$1.6M Bought | — 213.8K shares | 189.7K → 213.8K +$1.6M | +12.67% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $13.9M 4.77% | -$145.5K Sold | 0.0% 26.8K shares | 27.0K → 26.8K −$145.5K | -1.04% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.8M 4.42% | +$3.7M Bought | — 262.8K shares | 187.4K → 262.8K +$3.7M | +40.19% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $11.6M 4.0% | +$811.9K Bought | 0.001% 23.1K shares | 21.5K → 23.1K +$811.9K | +7.51% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $10.9M 3.75% | -$695.5K Sold | 0.001% 14.8K shares | 15.8K → 14.8K −$695.5K | -6.0% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.6M 3.65% | +$1.8M Bought | — 118.3K shares | 97.8K → 118.3K +$1.8M | +20.98% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.7M 2.65% | +$1.5M Bought | — 92.9K shares | 74.7K → 92.9K +$1.5M | +24.39% | — — | Q4 2021 Held for 3y 11m | |
Technology Distributors Technology | $7.2M 2.49% | +$361.7K Bought | 0.116% 59.9K shares | 56.9K → 59.9K +$361.7K | +5.25% | $6.2B Mid Cap | Q1 2024 Held for 1y 8m | |
Insurance - Property & Casualty Financial Services | $6.8M 2.33% | +$831.5K Bought | 0.028% 3.5K shares | 3.1K → 3.5K +$831.5K | +14.01% | $24.2B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $6.0M 2.07% | -$741.5K Sold | 0.017% 93.4K shares | 105.0K → 93.4K −$741.5K | -11.0% | $34.7B Large Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $5.9M 2.04% | +$488.5K Bought | 0.0% 27.0K shares | 24.7K → 27.0K +$488.5K | +8.99% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $5.3M 1.83% | +$3.8M Bought | 0.008% 41.1K shares | 12.0K → 41.1K +$3.8M | +242.12% | $70.1B Large Cap | Q4 2022 Held for 2y 11m | |
Financial - Credit Services Financial Services | $5.0M 1.72% | -$51.2K Sold | 0.001% 14.6K shares | 14.8K → 14.6K −$51.2K | -1.02% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $4.1M 1.41% | -$47.7K Sold | 0.002% 43.0K shares | 43.5K → 43.0K −$47.7K | -1.15% | $173.30B Large Cap | Q3 2022 Held for 3y 2m | |
Consumer Electronics Technology | $3.8M 1.3% | -$20.1K Sold | 0.0% 14.8K shares | 14.9K → 14.8K −$20.1K | -0.53% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $3.7M 1.27% | +$625.9K Bought | 0.017% 26.8K shares | 22.3K → 26.8K +$625.9K | +20.43% | $21.9B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.7M 1.26% | -$117.6K Sold | — 17.0K shares | 17.5K → 17.0K −$117.6K | -3.11% | — — | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $3.6M 1.26% | +$328.3K Bought | 0.005% 114.2K shares | 103.9K → 114.2K +$328.3K | +9.89% | $66.5B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $3.5M 1.21% | +$313.4K Bought | 0.001% 31.1K shares | 28.3K → 31.1K +$313.4K | +9.81% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $3.5M 1.2% | -$583.0K Sold | — 58.7K shares | 68.5K → 58.7K −$583.0K | -14.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 1.17% | — | — 88.3K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
Asset Management Financial Services | $3.4M 1.15% | +$464.2K Bought | 0.003% 48.9K shares | 42.1K → 48.9K +$464.2K | +16.07% | $102.59B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.3M 1.13% | +$3.3M New | — 3.4K shares | 0 → 3.4K +$3.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.0M 1.05% | -$69.0K Sold | — 20.9K shares | 21.4K → 20.9K −$69.0K | -2.21% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.9M 0.999% | +$288.1K Bought | 0.002% 14.2K shares | 12.8K → 14.2K +$288.1K | +11.02% | $163.10B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $2.9M 0.993% | -$251.1K Sold | 0.001% 8.7K shares | 9.4K → 8.7K −$251.1K | -8.01% | $231.14B Mega Cap | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $2.7M 0.93% | -$117.2K Sold | 0.001% 23.6K shares | 24.6K → 23.6K −$117.2K | -4.16% | $205.86B Mega Cap | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $2.4M 0.836% | -$19.9K Sold | 0.001% 6.0K shares | 6.0K → 6.0K −$19.9K | -0.81% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $2.3M 0.798% | -$39.6K Sold | 0.0% 1.9K shares | 2.0K → 1.9K −$39.6K | -1.68% | $509.45B Mega Cap | Q1 2022 Held for 3y 8m | |
Industrial - Machinery Industrials | $2.2M 0.763% | -$144.8K Sold | 0.003% 16.9K shares | 18.0K → 16.9K −$144.8K | -6.13% | $73.8B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 0.759% | -$62.7K Sold | — 9.0K shares | 9.3K → 9.0K −$62.7K | -2.77% | — — | Q2 2023 Held for 2y 5m | |
Restaurants Consumer Cyclical | $2.1M 0.709% | -$84.2K Sold | 0.002% 24.3K shares | 25.3K → 24.3K −$84.2K | -3.93% | $96.2B Large Cap | Q4 2021 Held for 3y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.0M 0.688% | +$484.0K Bought | 0.001% 14.2K shares | 10.8K → 14.2K +$484.0K | +31.96% | $192.27B Large Cap | Q1 2022 Held for 3y 8m | |
Aerospace & Defense Industrials | $1.8M 0.625% | +$556.1K Bought | 0.002% 3.6K shares | 2.5K → 3.6K +$556.1K | +44.21% | $116.55B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.546% | +$636.3K Bought | — 4.8K shares | 2.9K → 4.8K +$636.3K | +67.07% | — — | Q2 2023 Held for 2y 5m | |
Information Technology Services Technology | $1.6M 0.544% | +$1.6M New | 0.008% 6.0K shares | 0 → 6.0K +$1.6M | New | $19.9B Large Cap | Q3 2025 Held for 2 months | |
Asset Management Financial Services | $1.5M 0.511% | -$31.5K Sold | 0.001% 1.3K shares | 1.3K → 1.3K −$31.5K | -2.08% | $180.54B Large Cap | Q1 2022 Held for 3y 8m | |
Food Confectioners Consumer Defensive | $1.4M 0.496% | +$744.1K Bought | 0.004% 7.7K shares | 3.7K → 7.7K +$744.1K | +106.71% | $37.9B Large Cap | Q2 2024 Held for 1y 5m | |
Home Improvement Consumer Cyclical | $1.4M 0.496% | -$6.0K Sold | 0.001% 5.7K shares | 5.8K → 5.7K −$6.0K | -0.42% | $140.94B Large Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $1.4M 0.495% | -$3.5K Sold | 0.001% 5.8K shares | 5.8K → 5.8K −$3.5K | -0.24% | $153.39B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.488% | +$167.9K Bought | — 8.1K shares | 7.2K → 8.1K +$167.9K | +13.43% | — — | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $1.4M 0.468% | -$10.0K Sold | 0.001% 4.5K shares | 4.5K → 4.5K −$10.0K | -0.73% | $216.86B Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $1.3M 0.445% | -$80.6K Sold | 0.0% 4.3K shares | 4.6K → 4.3K −$80.6K | -5.87% | $319.00B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.402% | -$1.1K Sold | — 17.9K shares | 17.9K → 17.9K −$1.1K | -0.1% | — — | Q4 2022 Held for 2y 11m | |
Financial - Data & Stock Exchanges Financial Services | $1.1M 0.373% | +$389.9K Bought | 0.001% 2.2K shares | 1.4K → 2.2K +$389.9K | +56.25% | $148.59B Large Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $1.1M 0.37% | -$12.3K Sold | 0.0% 3.4K shares | 3.4K → 3.4K −$12.3K | -1.13% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Travel Services Consumer Cyclical | $1.1M 0.365% | — | 0.001% 196.0 shares | — | — | $174.99B Large Cap | Q4 2021 Held for 3y 11m |
