Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $173 Million
  • Q2 2024

Buttonwood Financial Group, LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $173 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $25.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $24.4M, Blackrock ETF Tr U S Equity Fa with a value of $22.2M, Ishares Msci Usa Quality Facto with a value of $21M, and American Centy ETF Tr Avantis with a value of $16.2M.

Examining the 13F form we can see an increase of $6M in the current position value, from $167M to 173M.

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

Portfolio value $173 Million
ETFs: $172 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $173 Million
  • Prior Value $167 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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