StockDriftsStockDriftsTop 50 Buttonwood Financial Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 8.88% | 274.4K | $26.5M | -4.48%(-12.86K) | $80.63(+23.35%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 6.22% | 407.1K | $18.6M | +6.31%(+24.16K) | $45.45(+0.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.12% | 63.6K | $18.3M | -9.45%(-6.64K) | $141.39(+184.76%) | 2026-03-31 | |
| ISTB | ISHARES TR | 4.84% | 298.2K | $14.5M | +5.99%(+16.86K) | $49.05(-1.63%) | 2026-03-31 | |
| FHLC | FIDELITY COVINGTON TRUST | 4.76% | 202.2K | $14.2M | -4.18%(-8.82K) | $66.05(+7.40%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.76% | 127.2K | $11.2M | +5.91%(+7.10K) | $82.89(+12.02%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.65% | 22.8K | $10.9M | -0.91%(-210) | $307.78(+57.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.31% | 26.7K | $9.9M | +2.46%(+641) | $311.74(+29.98%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.06% | 110.7K | $9.1M | +5.34%(+5.61K) | $82.99(-0.97%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.77% | 14.5K | $8.3M | -1.55%(-227) | $251.14(+145.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.05% | +40.69% |
| Top 20 Holdings Unweighted | +11.49% | +38.60% |
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