BUTTONWOOD FINANCIAL GROUP, LLC 13F Portfolio
BUTTONWOOD FINANCIAL GROUP, LLC runs BUTTONWOOD FINANCIAL GROUP, LLC and currently holds 33 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $174.98M. Their top holdings are DYNF, AVEM, AVLC, BAI, LMUB. The top five represent 51.7% of reported portfolio weight. BUTTONWOOD FINANCIAL GROUP, LLC ranks #645 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BUTTONWOOD FINANCIAL GROUP, LLC initiated 1 new position. They added to 11 existing positions. They trimmed 17 positions. Their current best-performing preview position is BAI with returns of +60.00%.
Portfolio Value
$174.98M
Alpha Score
48.2
#645 of 1000
Holdings
33
BUTTONWOOD FINANCIAL GROUP, LLC Current 13F Holdings
Reported holdings from BUTTONWOOD FINANCIAL GROUP, LLC's latest SEC 13F filing, ranked by portfolio weight.
33 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DYNF BLACKROCK ETF TRUST | 17.85% | $50.87 | $70.40 | +38.39% | Trimmed -13.08% |
 AVEM AMERICAN CENTY ETF TR | 11.66% | $80.58 | $94.11 | +16.79% | Trimmed -15.10% |
 AVLC AMERICAN CENTY ETF TR | 8.73% | $76.51 | $92.10 | +20.38% | Trimmed -3.58% |
 BAI BLACKROCK ETF TRUST | 7.80% | $33.93 | $48.19 | +42.03% | Trimmed -26.83% |
 LMUB ISHARES TR | 5.72% | $50.01 | $46.38 | -7.26% | Added +6.67% |
 AVUS AMERICAN CENTY ETF TR | 4.93% | $83.89 | $130.49 | +55.54% | Trimmed -7.92% |
 SPYG SPDR SERIES TRUST | 4.83% | $82.06 | $125.69 | +53.17% | Added +27.11% |
 BLCR BLACKROCK ETF TRUST | 3.66% | $41.06 | $50.30 | +22.50% | Trimmed -7.40% |
 SHLD GLOBAL X FDS | 3.52% | $68.25 | $59.88 | -12.26% | Added +25.22% |
 SPYV SPDR SERIES TRUST | 2.86% | $53.72 | $62.40 | +16.16% | Trimmed -55.54% |
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