Buttonwood Financial Group, LLC Top Holdings and 13F Report (2025) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $180.55 million in total holdings as of December 31, 2024.Buttonwood Financial Group, LLC owns shares of 28 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 5.39% of the portfolio was purchased this quarter.About 1.82% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 27 new stocks and bought additional shares in 14 stocks.Buttonwood Financial Group, LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $38,057,064iShares U.S. Equity Factor Rotation Active ETF $24,092,145iShares MSCI USA Quality Factor ETF $22,466,141Avantis U.S. Equity ETF $21,578,820SPDR Portfolio S&P 500 Growth ETF $17,921,316 Largest New Holdings this Quarter iShares MSCI USA Momentum Factor ETF $5,193,310 HoldingiShares Gold Trust $2,121,220 HoldingiShares High Yield Bond Factor ETF $338,484 HoldingiShares S&P 500 Growth ETF $211,967 Holding Largest Purchases this Quarter iShares MSCI USA Momentum Factor ETF 23,291 shares (about $5.19M)iShares Gold Trust 40,551 shares (about $2.12M)iShares High Yield Bond Factor ETF 7,114 shares (about $338.48K)SPDR Portfolio Long Term Treasury ETF 12,594 shares (about $328.95K)Columbia EM Core ex-China ETF 9,957 shares (about $303.79K) Largest Sales this Quarter iShares U.S. Equity Factor Rotation Active ETF 19,101 shares (about $1.02M)SPDR Portfolio S&P 500 Growth ETF 7,478 shares (about $688.12K)Avantis U.S. Equity ETF 4,072 shares (about $412.17K)iShares U.S. Technology ETF 1,660 shares (about $273.38K)iShares Core Growth Allocation ETF 1,197 shares (about $69.96K) 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$38,057,064$296,981 ▲0.8%532,19221.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$24,092,145$1,015,408 ▼-4.0%453,20113.3%ETFQUALiShares MSCI USA Quality Factor ETF$22,466,141$127,949 ▲0.6%122,03312.4%ETFAVUSAvantis U.S. Equity ETF$21,578,820$412,167 ▼-1.9%213,18812.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$17,921,316$688,124 ▼-3.7%194,7559.9%ETFIYWiShares U.S. Technology ETF$11,714,518$273,380 ▼-2.3%71,1326.5%ManufacturingSPTLSPDR Portfolio Long Term Treasury ETF$6,899,862$328,953 ▲5.0%264,1623.8%ETFXCEMColumbia EM Core ex-China ETF$6,516,631$303,788 ▲4.9%213,5903.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$5,193,310$5,193,310 ▲New Holding23,2912.9%ETFMBBiShares MBS ETF$4,887,465$293,088 ▲6.4%53,3292.7%ETFMGCVanguard Mega Cap ETF$3,939,719$23,594 ▼-0.6%17,8672.2%ETFBINCiShares Flexible Income Active ETF$2,749,408$185,895 ▲7.3%52,4901.5%ETFIFRAiShares U.S. Infrastructure ETF$2,746,696$52,615 ▲2.0%56,6931.5%ETFIAUiShares Gold Trust$2,121,220$2,121,220 ▲New Holding40,5511.2%FinanceAOAiShares Core Aggressive Allocation ETF$1,869,850$108,470 ▲6.2%23,7201.0%ETFIXCiShares Global Energy ETF$1,570,467$51,493 ▲3.4%39,0080.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,434,368$32,044 ▲2.3%22,4260.8%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$738,124$58,888 ▼-7.4%11,1180.4%ETFAORiShares Core Growth Allocation ETF$593,620$69,965 ▼-10.5%10,1560.3%ETFUSXFiShares ESG Advanced MSCI USA ETF$565,376$12,143 ▲2.2%10,8020.3%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$518,791$11,835 ▼-2.2%22,7940.3%ManufacturingDSIiShares MSCI KLD 400 Social ETF$511,662$46,797 ▼-8.4%4,4500.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$385,827$34,804 ▲9.9%8,2920.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$350,370$20,741 ▲6.3%5,2030.2%ManufacturingHYDBiShares High Yield Bond Factor ETF$338,484$338,484 ▲New Holding7,1140.2%ETFESGUiShares ESG Aware MSCI USA ETF$326,151$28,652 ▼-8.1%2,4360.2%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$252,231$17,387 ▲7.4%4,4100.1%ManufacturingIVWiShares S&P 500 Growth ETF$211,967$211,967 ▲New Holding1,9950.1%ETFIGEBiShares Investment Grade Bond Factor ETF$0$225,845 ▼-100.0%00.0%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$0$220,880 ▼-100.0%00.0%ETFESGEiShares ESG Aware MSCI EM ETF$0$205,827 ▼-100.0%00.0%ManufacturingShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
