Buttonwood Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$167M
Signature - Title
Jon McGraw - President/CCO
Location
Kansas City, MO
Summary
This page shows a list of all the recent 13F filings made by Buttonwood Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buttonwood Financial Group, LLC reported 27 stock holdings with total value $167M as of Q3 2024. Top holdings included SPLG, DYNF, QUAL, AVUS, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 27 $167M +$15.4M -$31.1M -$15.6M SPLG, DYNF, QUAL, AVUS, SPYG 13F-HR 10/15/2024, 10:42 AM
Q2 2024 29 $175M +$21M -$20M +$996K SPYG, SPLG, DYNF, QUAL, AVUS 13F-HR 7/10/2024, 11:28 AM
Q1 2024 29 $169M +$40.9M -$19.9M +$21M SPLG, QUAL, AVUS, SPYG, DYNF 13F-HR 4/11/2024, 08:22 AM
Q4 2023 27 $137M +$3.05M -$17.7M -$14.7M SPLG, QUAL, AVUS, EFV, IYW 13F-HR 1/8/2024, 01:34 PM
Q3 2023 28 $137M +$39.8M -$9.77M +$30.1M SPLG, QUAL, AVUS, EFV, MUB 13F-HR 10/31/2023, 11:06 AM
Q2 2023 25 $115M +$30.2M -$22.8M +$7.43M SPLG, EFV, QUAL, AVUS, SPYG 13F-HR 7/26/2023, 10:25 AM
Q1 2023 23 $100M +$31.2M -$46.9M -$15.7M SPLG, QUAL, EFV, IYW, USMV 13F-HR 5/8/2023, 09:41 AM
Q4 2022 28 $110M +$16.9M -$9.82M +$7.07M SPLG, ESGU, EFV, EELV, IYW 13F-HR 1/23/2023, 07:59 AM
Q3 2022 20 $96.2M +$15.5M -$15.4M +$56.1K SPLG, ESGU, EFV, EELV, USMV 13F-HR 11/14/2022, 09:00 AM
Q2 2022 20 $102M +$19.1M -$32.3M -$13.2M SPLG, ESGU, EFV, OEF, EELV 13F-HR 8/5/2022, 12:41 PM
Q1 2022 19 $135M $0 $0 ESGU, SPLG, EFV, COMT, USMV 13F-HR 5/18/2022, 09:28 AM