Buttonwood Financial Group, LLC Top Holdings and 13F Report (2024) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $166.70 million in total holdings as of September 30, 2024.Buttonwood Financial Group, LLC owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.27% of the portfolio was purchased this quarter.About 18.65% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 29 new stocks and bought additional shares in 13 stocks.Buttonwood Financial Group, LLC sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $35,647,879iShares U.S. Equity Factor Rotation Active ETF $23,364,916iShares MSCI USA Quality Factor ETF $21,756,151Avantis U.S. Equity ETF $20,672,300SPDR Portfolio S&P 500 Growth ETF $16,773,138 Largest New Holdings this Quarter iShares MSCI Emerging Markets ex China ETF $250,754 HoldingiShares ESG Advanced Total USD Bond Market ETF $220,880 HoldingiShares ESG Aware MSCI EM ETF $205,827 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 146,132 shares (about $9.87M)Avantis U.S. Equity ETF 37,924 shares (about $3.61M)Columbia EM Core ex-China ETF 30,461 shares (about $995.16K)iShares MSCI Emerging Markets ex China ETF 4,106 shares (about $250.75K)iShares ESG Advanced Total USD Bond Market ETF 4,986 shares (about $220.88K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 118,871 shares (about $9.86M)SPDR Portfolio Long Term Treasury ETF 32,137 shares (about $934.21K)iShares MSCI USA Quality Factor ETF 1,597 shares (about $286.35K)Vanguard Mega Cap ETF 1,051 shares (about $217.18K)iShares U.S. Technology ETF 1,189 shares (about $180.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofButtonwood Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$35,647,879$9,865,362 ▲38.3%528,03921.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$23,364,916$7,767 ▲0.0%472,30214.0%ETFQUALiShares MSCI USA Quality Factor ETF$21,756,151$286,345 ▼-1.3%121,33813.1%ETFAVUSAvantis U.S. Equity ETF$20,672,300$3,608,471 ▲21.1%217,26012.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$16,773,138$9,859,121 ▼-37.0%202,23310.1%ETFIYWiShares U.S. Technology ETF$11,036,353$180,270 ▼-1.6%72,7926.6%ManufacturingSPTLSPDR Portfolio Long Term Treasury ETF$7,313,011$934,214 ▼-11.3%251,5684.4%ETFXCEMColumbia EM Core ex-China ETF$6,652,710$995,164 ▲17.6%203,6334.0%ETFMBBiShares MBS ETF$4,803,007$50,012 ▼-1.0%50,1312.9%ETFMGCVanguard Mega Cap ETF$3,714,150$217,179 ▼-5.5%17,9742.2%ETFBINCiShares Flexible Income Active ETF$2,619,830$13,704 ▲0.5%48,9411.6%ETFIFRAiShares U.S. Infrastructure ETF$2,611,790$6,294 ▲0.2%55,6071.6%ETFAOAiShares Core Aggressive Allocation ETF$1,763,172$25,093 ▲1.4%22,3441.1%ETFIXCiShares Global Energy ETF$1,527,271$22,304 ▲1.5%37,7290.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,455,172$19,247 ▼-1.3%21,9250.9%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$753,193$33,378 ▼-4.2%12,0050.5%ETFAORiShares Core Growth Allocation ETF$672,553$73,339 ▼-9.8%11,3530.4%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$554,640$42,917 ▲8.4%23,3140.3%ManufacturingDSIiShares MSCI KLD 400 Social ETF$528,392$35,030 ▼-6.2%4,8570.3%ETFUSXFiShares ESG Advanced MSCI USA ETF$518,777$42,405 ▲8.9%10,5700.3%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$366,562$38,726 ▲11.8%7,5440.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$352,635$84,575 ▲31.6%4,8950.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$334,375$19,305 ▲6.1%2,6500.2%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$250,754$250,754 ▲New Holding4,1060.2%ManufacturingIGEBiShares Investment Grade Bond Factor ETF$225,845$7,435 ▼-3.2%4,8600.1%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$220,880$220,880 ▲New Holding4,9860.1%ETFESGEiShares ESG Aware MSCI EM ETF$205,827$205,827 ▲New Holding5,6530.1%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$0$8,923,531 ▼-100.0%00.0%ETFEFViShares MSCI EAFE Value ETF$0$6,696,771 ▼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$1,776,501 ▼-100.0%00.0%ETFIUSBiShares Core Total USD Bond Market ETF$0$1,562,157 ▼-100.0%00.0%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$0$428,827 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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