Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $172 Million
  • Q4 2024

Buttonwood Financial Group, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $36.7M, Blackrock ETF Tr U S Equity Fa with a value of $23.2M, Ishares Msci Usa Quality Facto with a value of $21.7M, American Centy ETF Tr Avantis with a value of $20.7M, and Spdr Portfolio with a value of $17.1M.

Examining the 13F form we can see an increase of $7.54M in the current position value, from $164M to 172M.

Below you can find more details about Buttonwood Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
ETFs: $171 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $172 Million
  • Prior Value $164 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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