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Home > Institutional Investor > Buttonwood Financial Advisors Inc. > Profile

Instuitional Investor - Buttonwood Financial Advisors Inc.

Fund Profile
Filing Period:
Fund Name: Buttonwood Financial Advisors Inc.
Portfolio Value $227,476,935
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 255,997 $23,737,288 10.43%
2.
Alphabet Inc.
 GOOGL 64,132 $12,140,094 5.33%
3.
Fidelity Covington Trust
 178,664 $11,675,675 5.13%
4.
Fidelity Merrimack Str Tr
 255,763 $11,476,101 5.04%
5.
Microsoft Corp
 MSFT 25,995 $10,956,812 4.81%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)