Buttonwood-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  null,
  "ARW",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "BLK",
  "BUD",
  "LOW",
  "DUK",
  "EBAY",
  "EXPD",
  "GD",
  "HD",
  "MCD",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IJH",
  "MSFT",
  "GE",
  "GPC",
  "HSY",
  "IJR",
  "ORCL",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  null,
  "KVUE",
  "ROK",
  "SPGI",
  "SLB",
  "RTX",
  "AMT",
  "SYK",
  "SBUX",
  "UPS",
  "VO",
  "VOE",
  "SCHW",
  "VIG",
  "MGC",
  "FI",
  "DEO",
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  "VUG",
  "MGK",
  "VB",
  "V",
  "WMT",
  "WFC",
  "WSM",
  "YUM",
  "SOLV",
  "CNQ",
  "MKL",
  "SO",
  "GEV",
  "ADP",
  "BAC",
  "BRK-B",
  "CSCO",
  "KO",
  "STZ",
  "COST",
  "DFAC",
  "IJJ",
  "IWB",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 96
Total Value: 227539372
Accession Number: 0001904033-25-000002
Form Type: 13F-HR
CIK: buttonwood-financial-advisors
Manager Name: Buttonwood-Financial-Advisors

Data Enrichment

93% identified

89 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

96 positions • $227.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92189F643

Shares:273.3K

Value:$24.1M

% of Portfolio:10.6% ($24.1M/$227.5M)

316188309

Shares:272.7K

Value:$12.4M

% of Portfolio:5.5% ($12.4M/$227.5M)

316092600

Shares:181.8K

Value:$12.4M

% of Portfolio:5.5% ($12.4M/$227.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:22.1K

Value:$11.8M

% of Portfolio:5.2% ($11.8M/$227.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:67.9K

Value:$10.5M

% of Portfolio:4.6% ($10.5M/$227.5M)

MICROSOFT CORP

MSFT|594918104

Shares:26.5K

Value:$9.9M

% of Portfolio:4.4% ($9.9M/$227.5M)

Meta Platforms, Inc.

META|30303M102

Shares:16.1K

Value:$9.3M

% of Portfolio:4.1% ($9.3M/$227.5M)

46432F859

Shares:185.4K

Value:$9.0M

% of Portfolio:3.9% ($9.0M/$227.5M)

921946810

VIGI|921946810

Shares:94.8K

Value:$7.9M

% of Portfolio:3.5% ($7.9M/$227.5M)

464287457

Shares:73.6K

Value:$6.1M

% of Portfolio:2.7% ($6.1M/$227.5M)

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:57.2K

Value:$5.9M

% of Portfolio:2.6% ($5.9M/$227.5M)

MARKEL GROUP INC.

MKL|570535104

Shares:3.1K

Value:$5.7M

% of Portfolio:2.5% ($5.7M/$227.5M)

VISA INC.

V|92826C839

Shares:14.9K

Value:$5.2M

% of Portfolio:2.3% ($5.2M/$227.5M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:106.7K

Value:$5.2M

% of Portfolio:2.3% ($5.2M/$227.5M)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:75.0K

Value:$4.6M

% of Portfolio:2.0% ($4.6M/$227.5M)

AMAZON COM INC

AMZN|023135106

Shares:23.4K

Value:$4.5M

% of Portfolio:2.0% ($4.5M/$227.5M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:43.9K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$227.5M)

921908844

VIG|921908844

Shares:17.6K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$227.5M)

Apple Inc.

AAPL|037833100

Shares:14.8K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$227.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:27.5K

Value:$3.3M

% of Portfolio:1.4% ($3.3M/$227.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92189F643)✕	273.3K	QoQ +6.77% (+17.3K) YoY +40.29% (+78.5K)	All Managers (Combined)	$24.1M	10.6% ($24.1M/$227.5M)	QoQ +1.33% (+$315.9K) YoY +37.32% (+$6.5M)
(cusip316188309)✕	272.7K	QoQ +6.61% (+16.9K) YoY +45.78% (+85.6K)	All Managers (Combined)	$12.4M	5.5% ($12.4M/$227.5M)	QoQ +8.46% (+$971.9K) YoY +46.88% (+$4.0M)
(cusip316092600)✕	181.8K	QoQ +1.76% (+3.2K) YoY +6.12% (+10.5K)	All Managers (Combined)	$12.4M	5.5% ($12.4M/$227.5M)	QoQ +6.39% (+$746.7K) YoY +3.91% (+$468.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	22.1K	QoQ -0.85% (-191) YoY -5.46% (-1.3K)	All Managers (Combined)	$11.8M	5.2% ($11.8M/$227.5M)	QoQ +16.48% (-$1.7M) YoY +19.72% (-$1.9M)
Alphabet Inc.(GOOGLcusip02079K305)	67.9K	QoQ +5.88% (-3.8K) YoY +6.11% (+3.9K)	All Managers (Combined)	$10.5M	4.6% ($10.5M/$227.5M)	QoQ -13.50% (-$1.6M) YoY +8.72% (+$842.4K)
MICROSOFT CORP(MSFTcusip594918104)	26.5K	QoQ +1.83% (-476) YoY -11.45% (-3.4K)	All Managers (Combined)	$9.9M	4.4% ($9.9M/$227.5M)	QoQ -9.30% (-$1.0M) YoY -20.99% (-$2.6M)
Meta Platforms, Inc.(METAcusip30303M102)	16.1K	QoQ -3.91% (-657) YoY -16.84% (-3.3K)	All Managers (Combined)	$9.3M	4.1% ($9.3M/$227.5M)	QoQ -5.42% (-$532.7K) YoY -1.30% (-$122.7K)
(cusip46432F859)✕	185.4K	QoQ +13.75% (+22.4K) YoY +33.26% (+46.3K)	All Managers (Combined)	$9.0M	3.9% ($9.0M/$227.5M)	QoQ +15.13% (+$1.2M) YoY +35.82% (+$2.4M)
(VIGIcusip921946810)	94.8K	QoQ +6.24% (+5.6K) YoY +101.56% (+47.8K)	All Managers (Combined)	$7.9M	3.5% ($7.9M/$227.5M)	QoQ +10.15% (+$724.9K) YoY +105.05% (+$4.0M)
(cusip464287457)✕	73.6K	QoQ +5.03% (+3.5K) YoY +36.10% (+19.5K)	All Managers (Combined)	$6.1M	2.7% ($6.1M/$227.5M)	QoQ +5.99% (+$344.7K) YoY +37.68% (+$1.7M)
ARROW ELECTRONICS, INC.(ARWcusip042735100)	57.2K	QoQ +22.03% (+10.3K) YoY +176.48% (+36.5K)	All Managers (Combined)	$5.9M	2.6% ($5.9M/$227.5M)	QoQ +12.01% (+$636.7K) YoY +121.74% (+$3.3M)
MARKEL GROUP INC.(MKLcusip570535104)	3.1K	QoQ +6.25% (+180) YoY +19.32% (+495)	All Managers (Combined)	$5.7M	2.5% ($5.7M/$227.5M)	QoQ +15.08% (+$749.1K) YoY +46.65% (+$1.8M)
VISA INC.(Vcusip92826C839)	14.9K	QoQ -0.31% (-47) YoY -6.98% (-1.1K)	All Managers (Combined)	$5.2M	2.3% ($5.2M/$227.5M)	QoQ +10.54% (-$498.9K) YoY +16.80% (-$752.6K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	106.7K	QoQ +19.42% (+17.4K) YoY +136.05% (+61.5K)	All Managers (Combined)	$5.2M	2.3% ($5.2M/$227.5M)	QoQ +0.80% (+$41.2K) YoY +27.38% (+$1.1M)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	75.0K	QoQ +1.61% (+1.2K) YoY +0.14% (+110)	All Managers (Combined)	$4.6M	2.0% ($4.6M/$227.5M)	QoQ +24.93% (+$922.0K) YoY +1.43% (+$65.2K)
AMAZON COM INC(AMZNcusip023135106)	23.4K	QoQ +0.48% (-113) YoY -1.72% (-411)	All Managers (Combined)	$4.5M	2.0% ($4.5M/$227.5M)	QoQ -12.85% (-$656.9K) YoY +3.65% (-$157.1K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	43.9K	QoQ -0.34% (-152) YoY +0.18% (+80)	All Managers (Combined)	$3.4M	1.5% ($3.4M/$227.5M)	QoQ +5.40% (-$176.1K) YoY +8.40% (+$266.4K)
(VIGcusip921908844)	17.6K	QoQ -3.27% (-596) YoY -10.96% (-2.2K)	All Managers (Combined)	$3.4M	1.5% ($3.4M/$227.5M)	QoQ -4.18% (-$149.1K) YoY -5.42% (-$195.8K)
Apple Inc.(AAPLcusip037833100)	14.8K	QoQ +0.54% (-81) YoY -1.66% (-251)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$227.5M)	QoQ -10.81% (-$399.8K) YoY +27.37% (-$708.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	27.5K	QoQ -0.14% (-40) YoY -2.53% (-715)	All Managers (Combined)	$3.3M	1.4% ($3.3M/$227.5M)	QoQ +10.39% (-$307.6K) YoY -0.28% (-$9.3K)