Buttonwood Financial Advisors Inc. Reduced Holdings in Q3 2025

Buttonwood Financial Advisors Inc.

  • $280 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-11.5K
- 11.0%
$60.95 - $75.26 $704K - $869K
93.4K $6M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-9.78K
- 14.29%
$57.1 - $70.52 $558K - $690K
58.7K $3.5M
META
Meta Platforms, Inc.

Communication Services
-947
- 6.0%
$695.21 - $791.73 $658K - $750K
14.8K $10.9M
DIS
Walt Disney CO

Communication Services
-1.02K
- 4.16%
$112.25 - $124.0 $115K - $127K
23.6K $2.7M
NFLX
Netflix Inc

Communication Services
-33
- 1.68%
$1147.87 - $1297.18 $37.9K - $42.8K
1.93K $2.32M
ACN
Accenture PLC

Technology
-14
- 0.24%
$232.56 - $304.78 $3.26K - $4.27K
5.83K $1.44M
SBUX
Starbucks Corp

Consumer Cyclical
-995
- 3.93%
$81.9 - $96.86 $81.5K - $96.4K
24.3K $2.06M
V
Visa Inc.

Financial Services
-150
- 1.02%
$332.09 - $358.86 $49.8K - $53.8K
14.6K $4.99M
EMR
Emerson Electric CO

Industrials
-1.1K
- 6.13%
$128.6 - $149.63 $142K - $165K
16.9K $2.22M
PG
Procter & Gamble CO

Consumer Defensive
-793
- 12.19%
$150.47 - $161.22 $119K - $128K
5.72K $878K
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 4.83%
$915.95 - $994.57 $49.5K - $53.7K
1.07K $985K
VIG
Vanguard Dividend Appreciation

ETFs
-545
- 3.11%
N/A
17K $3.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
-66
- 1.25%
$167.28 - $188.45 $11K - $12.4K
5.2K $876K
ADP
Automatic Data Processing Inc

Industrials
-199
- 11.48%
$288.69 - $310.94 $57.4K - $61.9K
1.53K $450K
UPS
United Parcel Service Inc

Industrials
-104
- 2.72%
$82.58 - $105.54 $8.59K - $11K
3.72K $310K
KO
Coca Cola CO

Consumer Defensive
-460
- 5.53%
$65.67 - $71.67 $30.2K - $33K
7.87K $521K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-171
- 2.39%
$65.64 - $78.22 $11.2K - $13.4K
6.98K $467K
DEO
Diageo PLC

Consumer Defensive
-268
- 5.11%
$93.64 - $115.33 $25.1K - $30.9K
4.97K $474K
SYK
Stryker Corp

Healthcare
-13
- 0.77%
$368.57 - $403.53 $4.79K - $5.25K
1.67K $618K
ABT
Abbott Laboratories

Healthcare
-107
- 3.6%
$120.51 - $136.62 $12.9K - $14.6K
2.87K $383K
CSCO
Cisco Systems, Inc.

Technology
-28
- 0.88%
$66.2 - $71.79 $1.85K - $2.01K
3.16K $216K
IVV
Ishares Core S&P 500 ETF

ETFs
-65
- 7.81%
$620.67 - $670.08 $40.3K - $43.6K
767 $513K
Ge Vernova Inc
-71
- 5.94%
N/A
1.13K $0
Kenvue Inc
-5.86K
- 27.13%
N/A
15.7K $0
Blackrock Inc
-27
- 2.08%
N/A
1.27K $0
SLB
Schlumberger Limited

Energy
-43
- 0.29%
$32.37 - $37.31 $1.39K - $1.6K
14.8K $509K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-27
- 1.49%
$122.57 - $132.57 $3.31K - $3.58K
1.79K $231K
WMT
Walmart Inc.

Consumer Defensive
-101
- 2.97%
$94.4 - $104.27 $9.53K - $10.5K
3.3K $340K
VO
Vanguard Mid Cap ETF

ETFs
-87
- 3.62%
$279.83 - $293.74 $24.3K - $25.6K
2.31K $679K
DUK
Duke Energy Corp

Utilities
-40
- 1.72%
$116.31 - $125.93 $4.65K - $5.04K
2.29K $282K
MMM
3 M CO

Industrials
-2
- 0.03%
$144.41 - $160.2 $289 - $320
6.17K $956K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-37
- 1.06%
$108.46 - $120.63 $4.01K - $4.46K
3.45K $409K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-74
- 3.4%
$339.37 - $366.46 $25.1K - $27.1K
2.1K $768K
UNH
Unitedhealth Group Inc

Healthcare
-31
- 2.01%
$237.77 - $353.61 $7.37K - $11K
1.51K $522K
RTX
Raytheon Technologies Corp

Industrials
-32
- 1.44%
$144.19 - $167.33 $4.61K - $5.35K
2.18K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
-33
- 0.73%
$291.67 - $316.99 $9.63K - $10.5K
4.47K $1.36M
BAC
Bank Of America Corp

Financial Services
-259
- 1.89%
$44.92 - $52.42 $11.6K - $13.6K
13.5K $695K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-56
- 2.75%
$362.31 - $405.74 $20.3K - $22.7K
1.98K $795K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-17
- 0.1%
$62.09 - $66.51 $1.06K - $1.13K
17.9K $1.17M
VUG
Vanguard Growth ETF

ETFs
-25
- 1.42%
$433.97 - $484.08 $10.8K - $12.1K
1.74K $834K
JPM
Jpmorgan Chase & CO

Financial Services
-39
- 1.13%
$282.78 - $316.06 $11K - $12.3K
3.41K $1.07M
EBAY
Ebay Inc

Consumer Cyclical
-64
- 1.29%
$75.33 - $100.77 $4.82K - $6.45K
4.88K $444K
ORCL
Oracle Corp

Technology
-202
- 8.86%
$218.96 - $328.33 $44.2K - $66.3K
2.08K $584K
GD
General Dynamics Corp

Industrials
-30
- 1.43%
$293.92 - $341.0 $8.82K - $10.2K
2.07K $705K
WSM
Williams Sonoma Inc

Consumer Cyclical
-51
- 1.5%
$163.62 - $210.2 $8.34K - $10.7K
3.36K $656K
MGC
Vanguard Mega Cap ETF

ETFs
-257
- 2.77%
$224.2 - $245.55 $57.6K - $63.1K
9.04K $2.21M
GE
General Electric CO

Industrials
-268
- 5.87%
$244.75 - $305.63 $65.6K - $81.9K
4.3K $1.29M
ABBV
Abb Vie Inc.

Healthcare
-101
- 3.05%
$184.85 - $231.54 $18.7K - $23.4K
3.21K $743K
SCHW
Schwab Charles Corp

Financial Services
-500
- 1.15%
$91.03 - $98.69 $45.5K - $49.3K
43K $4.1M
Activity Summary
Buys All Purchases 33 New Holdings 4 Increased Positions 29 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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