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The Analysis of Buttonwood Financial Group, LLC's Holdings & P&L

Currently, Buttonwood Financial Group, LLC holds 30 types of securities in its portfolio with a total value $162.5M. In the most recent quarter, they have increased their positions in AVEM (+249.1K shares, valued at $20.1M), LMUB (+183.1K shares, valued at $9.1M), BLCR (+137.4K shares, valued at $5.6M); decreased their positions in SPYM (-277.9K shares, valued at $21.3M), AVLC (-170.5K shares, valued at $13.2M), N/A (-68.7K shares, valued at $6.1M); initiated new positions in AVEM (+249.1K shares, valued at $20.1M), LMUB (+183.1K shares, valued at $9.1M), BLCR (+137.4K shares, valued at $5.6M).

1M P&L

+8.7M+5.00%

3M P&L

+13.0M+7.68%

HY P&L

+22.7M+14.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A158.8M

99.6%

2Specialty Chemicals577.0K

0.4%

Top Industries by Stock Count

1N/A28 stocks

96.6%

2Specialty Chemicals1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DYNF BLACKROCK ETF TRUST528.3K shares-1.85%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR249.1K sharesnew addition2026-03-312026-04-15

SPYM SPDR SERIES TRUST218.9K shares-55.93%2026-03-312026-04-15

AVLC AMERICAN CENTY ETF TR176.1K shares-49.20%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST353.6K shares23.25%2026-03-312026-04-15

SPYV SPDR SERIES TRUST185.3K shares-2.72%2026-03-312026-04-15

LMUB ISHARES TR183.1K sharesnew addition2026-03-312026-04-15

AVUS AMERICAN CENTY ETF TR73.1K shares15.20%2026-03-312026-04-15

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SHLD GLOBAL X FDS82.3K shares36.01%2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST137.4K sharesnew addition2026-03-312026-04-15

SPYG SPDR SERIES TRUST55.9K shares-4.27%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST110.0K shares-7.18%2026-03-312026-04-15

QUAL ISHARES TR19.5K shares-7.50%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR36.0K shares-65.60%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS53.4K shares588.38%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II48.6K shares-17.53%2026-03-312026-04-15

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MBB ISHARES TR19.9K shares-0.81%2026-03-312026-04-15

AOA ISHARES TR16.5K shares-22.48%2026-03-312026-04-15

EXI ISHARES TR7.7K shares-20.73%2026-03-312026-04-15

STIP ISHARES TR5.9K shares1.66%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO1.8K sharesnew addition2026-03-312026-04-15

FDLO FIDELITY COVINGTON TRUST8.4K shares6.63%2026-03-312026-04-15

AOR ISHARES TR6.6K shares-21.15%2026-03-312026-04-15

LCTU BLACKROCK ETF TRUST5.2K shares-21.33%2026-03-312026-04-15

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SUSC ISHARES TR15.2K shares-3.88%2026-03-312026-04-15

SYSB ISHARES TR3.6K shares21.55%2026-03-312026-04-15

ESGU ISHARES TR2.0K shares-10.16%2026-03-312026-04-15

EAGG ISHARES TR5.4K shares27.27%2026-03-312026-04-15

DSI ISHARES TR2.0K shares-19.39%2026-03-312026-04-15

SPTL SPDR SERIES TRUST9.0K shares-95.54%2026-03-312026-04-15

DYNF

BLACKROCK ETF TRUST

-1.85%

Shares528.3K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

New

Shares249.1K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

-55.93%

Shares218.9K

Event2026-03-31

Filed2026-04-15

AVLC

AMERICAN CENTY ETF TR

-49.20%

Shares176.1K

Event2026-03-31

Filed2026-04-15

BAI

BLACKROCK ETF TRUST

23.25%

Shares353.6K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

-2.72%

Shares185.3K

Event2026-03-31

Filed2026-04-15

LMUB

ISHARES TR

New

Shares183.1K

Event2026-03-31

Filed2026-04-15

AVUS

AMERICAN CENTY ETF TR

15.20%

Shares73.1K

Event2026-03-31

Filed2026-04-15

SHLD

GLOBAL X FDS

36.01%

Shares82.3K

Event2026-03-31

Filed2026-04-15

BLCR

BLACKROCK ETF TRUST

New

Shares137.4K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

-4.27%

Shares55.9K

Event2026-03-31

Filed2026-04-15

THRO

BLACKROCK ETF TRUST

-7.18%

Shares110.0K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

-7.50%

Shares19.5K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

-65.60%

Shares36.0K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

588.38%

Shares53.4K

Event2026-03-31

Filed2026-04-15

BINC

BLACKROCK ETF TRUST II

-17.53%

Shares48.6K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

-0.81%

Shares19.9K

Event2026-03-31

Filed2026-04-15

AOA

ISHARES TR

-22.48%

Shares16.5K

Event2026-03-31

Filed2026-04-15

EXI

ISHARES TR

-20.73%

Shares7.7K

Event2026-03-31

Filed2026-04-15

STIP

ISHARES TR

1.66%

Shares5.9K

Event2026-03-31

Filed2026-04-15

SHW

SHERWIN WILLIAMS CO

New

Shares1.8K

Event2026-03-31

Filed2026-04-15

FDLO

FIDELITY COVINGTON TRUST

6.63%

Shares8.4K

Event2026-03-31

Filed2026-04-15

AOR

ISHARES TR

-21.15%

Shares6.6K

Event2026-03-31

Filed2026-04-15

LCTU

BLACKROCK ETF TRUST

-21.33%

Shares5.2K

Event2026-03-31

Filed2026-04-15

SUSC

ISHARES TR

-3.88%

Shares15.2K

Event2026-03-31

Filed2026-04-15

SYSB

ISHARES TR

21.55%

Shares3.6K

Event2026-03-31

Filed2026-04-15

ESGU

ISHARES TR

-10.16%

Shares2.0K

Event2026-03-31

Filed2026-04-15

EAGG

ISHARES TR

27.27%

Shares5.4K

Event2026-03-31

Filed2026-04-15

DSI

ISHARES TR

-19.39%

Shares2.0K

Event2026-03-31

Filed2026-04-15

SPTL

SPDR SERIES TRUST

-95.54%

Shares9.0K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available