Buttonwood Financial Group, LLC Top Holdings and 13F Report (2024) → 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $169.07 million in total holdings as of March 31, 2024.Buttonwood Financial Group, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 24.17% of the portfolio was purchased this quarter.About 11.77% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 27 new stocks and bought additional shares in 17 stocks.Buttonwood Financial Group, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $35,753,779iShares MSCI USA Quality Factor ETF $19,540,769Avantis U.S. Equity ETF $15,776,057SPDR Portfolio S&P 500 Growth ETF $15,430,724BlackRock U.S. Equity Factor Rotation ETF $13,328,840 Largest New Holdings this Quarter BlackRock U.S. Equity Factor Rotation ETF $13,328,840 HoldingSPDR Portfolio S&P 500 Value ETF $8,870,818 HoldingBlackRock Flexible Income ETF $2,399,371 HoldingSPDR Portfolio Aggregate Bond ETF $1,710,587 HoldingiShares ESG Advanced MSCI EAFE ETF $232,664 Holding Largest Purchases this Quarter BlackRock U.S. Equity Factor Rotation ETF 300,199 shares (about $13.33M)SPDR Portfolio S&P 500 Value ETF 177,061 shares (about $8.87M)SPDR Portfolio S&P 500 Growth ETF 103,742 shares (about $7.59M)BlackRock Flexible Income ETF 45,737 shares (about $2.40M)Columbia EM Core ex-China ETF 66,505 shares (about $2.07M) Largest Sales this Quarter iShares MSCI EAFE Value ETF 107,066 shares (about $5.82M)Vanguard Mega Cap ETF 23,280 shares (about $4.35M)iShares MSCI USA Min Vol Factor ETF 25,985 shares (about $2.17M)SPDR Portfolio S&P 500 ETF 32,458 shares (about $2.00M)iShares U.S. Technology ETF 2,211 shares (about $298.62K) 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$35,753,779$1,997,140 ▼-5.3%581,07921.1%ETFQUALiShares MSCI USA Quality Factor ETF$19,540,769$529,382 ▲2.8%118,89511.6%ETFAVUSAvantis U.S. Equity ETF$15,776,057$27,119 ▲0.2%176,2669.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$15,430,724$7,588,739 ▲96.8%210,9469.1%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$13,328,840$13,328,840 ▲New Holding300,1997.9%ETFIYWiShares U.S. Technology ETF$10,168,246$298,621 ▼-2.9%75,2866.0%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$8,870,818$8,870,818 ▲New Holding177,0615.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$7,587,466$52,052 ▲0.7%271,5644.5%ETFEFViShares MSCI EAFE Value ETF$6,895,179$5,824,465 ▼-45.8%126,7484.1%ETFIXCiShares Global Energy ETF$4,835,415$1,525,346 ▲46.1%112,5812.9%ETFMBBiShares MBS ETF$4,389,673$1,597,513 ▲57.2%47,4962.6%ETFXCEMColumbia EM Core ex-China ETF$4,130,901$2,068,327 ▲100.3%132,8252.4%ETFMGCVanguard Mega Cap ETF$3,598,745$4,350,337 ▼-54.7%19,2582.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,524,846$2,171,807 ▼-46.2%30,2091.5%ETFBINCBlackRock Flexible Income ETF$2,399,371$2,399,371 ▲New Holding45,7371.4%ETFIFRAiShares U.S. Infrastructure ETF$2,376,787$63,131 ▲2.7%54,8161.4%ETFTIPiShares TIPS Bond ETF$1,733,692$135,451 ▲8.5%16,1401.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$1,710,587$1,710,587 ▲New Holding67,6641.0%ETFAOAiShares Core Aggressive Allocation ETF$1,609,516$23,287 ▼-1.4%21,9101.0%ETFIUSBiShares Core Total USD Bond Market ETF$1,504,656$102,757 ▲7.3%33,0050.9%ManufacturingVWOBVanguard Emerging Markets Government Bond ETF$1,340,507$6,641 ▲0.5%20,9940.8%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$680,079$158,509 ▲30.4%11,8460.4%ETFAORiShares Core Growth Allocation ETF$672,920$6,903 ▲1.0%12,0880.4%ETFDSIiShares MSCI KLD 400 Social ETF$483,887$109,076 ▲29.1%4,8000.3%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$441,915$177,322 ▲67.0%19,2220.3%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$409,601$92,964 ▲29.4%9,0720.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$334,803$5,059 ▼-1.5%2,9120.2%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$306,926$76,567 ▲33.2%6,5220.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$232,664$232,664 ▲New Holding3,4150.1%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$0$3,930,395 ▼-100.0%00.0%ETFIYEiShares U.S. Energy ETF$0$765,972 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$531,611 ▼-100.0%00.0%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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