Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $172 Million
  • Q1 2025

Buttonwood Financial Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 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 $31.7M, Blackrock ETF Tr U S Equity Fa with a value of $23.2M, Ishares Msci Usa Quality Facto with a value of $22.9M, American Centy ETF Tr Avantis with a value of $20.7M, and Spdr Portfolio with a value of $16.2M.

Examining the 13F form we can see an increase of $362K in the current position value, from $172M 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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.7 Million 18.42% of portfolio
484,366
Q1 2025 Reduced 8.99%
$0
$23.2 Million 13.48% of portfolio
478,284
Q1 2025 Added 5.53%
$0
$22.9 Million 13.33% of portfolio
135,127
Q1 2025 Added 10.73%
$0
$20.7 Million 12.07% of portfolio
225,949
Q1 2025 Added 5.99%
$0
$16.2 Million 9.4% of portfolio
201,712
Q1 2025 Added 3.57%
$0
$10.4 Million 6.03% of portfolio
73,709
Q1 2025 Added 3.62%
$0
$9.38 Million 5.46% of portfolio
46,843
Q1 2025 Added 162.18%
$53.1B
$6.82 Million 3.97% of portfolio
115,699
Q1 2025 Added 185.32%
$0
$5.09 Million 2.96% of portfolio
100,489
Q1 2025 New
$0
$4.93 Million 2.87% of portfolio
166,458
Q1 2025 Reduced 22.07%
$0
$4.91 Million 2.86% of portfolio
24,464
Q1 2025 Added 5.04%
$0
$4.37 Million 2.54% of portfolio
161,558
Q1 2025 Reduced 38.84%
$0
$2.5 Million 1.45% of portfolio
26,690
Q1 2025 Reduced 49.95%
$0
$1.75 Million 1.02% of portfolio
22,941
Q1 2025 Reduced 3.28%
$0
$1.58 Million 0.92% of portfolio
25,263
Q1 2025 Added 12.65%
$0
$672,000 0.39% of portfolio
11,152
Q1 2025 Added 0.31%
$0
$618,000 0.36% of portfolio
10,766
Q1 2025 Added 6.01%
$0
$542,000 0.32% of portfolio
11,452
Q1 2025 Added 38.11%
$0
$536,000 0.31% of portfolio
11,536
Q1 2025 Added 6.8%
$0
$535,000 0.31% of portfolio
8,901
Q1 2025 New
$0
$521,000 0.3% of portfolio
22,675
Q1 2025 Reduced 0.52%
$0
$469,000 0.27% of portfolio
4,602
Q1 2025 Added 3.42%
$0
$381,000 0.22% of portfolio
3,150
Q1 2025 Added 29.31%
$0
$356,000 0.21% of portfolio
7,577
Q1 2025 Added 6.51%
$0
$222,000 0.13% of portfolio
3,287
Q1 2025 Reduced 36.82%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.23%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $172 Million
  • Prior Value $172 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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