Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $164 Million
  • Q3 2024

Buttonwood Financial Group, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 27 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 $35.6M, Blackrock ETF Tr U S Equity Fa with a value of $23.4M, Ishares Msci Usa Quality Facto with a value of $21.8M, American Centy ETF Tr Avantis with a value of $20.7M, and Spdr Portfolio with a value of $16.8M.

Examining the 13F form we can see an decrease of $8.67M in the current position value, from $173M to 164M.

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

Portfolio value $164 Million
ETFs: $163 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 27
  • Current Value $164 Million
  • Prior Value $173 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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