Boltwood Capital Management Incresed Positions in Q1 2025

Boltwood Capital Management

  • $326 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
77.7K
+ 13.74%
$23.61 - $24.38 $1.83M - $1.89M
643K $15.7M
JPM
Jpmorgan Chase & CO

Financial Services
1.99K
+ 13.74%
$225.19 - $279.95 $447K - $556K
16.4K $4.03M
CVX
Chevron Corp

Energy
50
+ 0.22%
$146.71 - $167.97 $7.34K - $8.4K
22.7K $3.8M
RTX
Raytheon Technologies Corp

Industrials
3.29K
+ 86.97%
$114.1 - $135.66 $375K - $446K
7.07K $936K
AMD
Advanced Micro Devices Inc

Technology
4.41K
+ 182.93%
$96.63 - $129.55 $427K - $572K
6.83K $701K
NFRA
Flexshares Stoxx Global Broad

ETFs
2.03K
+ 2.59%
$53.37 - $57.8 $109K - $118K
80.5K $4.62M
GQRE
Flexshares Tr Global Quality R

ETFs
4.91K
+ 6.83%
$54.82 - $59.44 $269K - $292K
76.9K $4.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.21K
+ 4.43%
$81.83 - $82.73 $263K - $265K
75.7K $6.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.63K
+ 0.68%
$25.81 - $28.52 $42.1K - $46.5K
240K $6.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
218
+ 0.67%
$74.85 - $84.89 $16.3K - $18.5K
32.7K $2.7M
INDA
Ishares Msci India Index Fund

ETFs
4.2K
+ 28.62%
$47.8 - $53.4 $201K - $224K
18.9K $967K
XLE
Energy Sector Spdr

ETFs
393
+ 1.73%
$85.7 - $93.96 $33.7K - $36.9K
23.1K $2.14M
MCHI
Ishares Msci China ETF

ETFs
1.48K
+ 12.45%
$43.71 - $58.65 $64.5K - $86.5K
13.3K $727K
BX
Blackstone Inc.

Financial Services
2.59K
+ 43.86%
$136.53 - $186.74 $353K - $483K
8.49K $1.19M
FLCH
Franklin Templeton ETF Tr

ETFs
1.85K
+ 4.49%
$17.31 - $22.91 $32K - $42.4K
43.1K $922K
KLAC
Kla Corp

Technology
65
+ 3.27%
$636.62 - $777.63 $41.4K - $50.5K
2.05K $1.39M
JNJ
Johnson & Johnson

Healthcare
433
+ 14.31%
$142.06 - $167.7 $61.5K - $72.6K
3.46K $573K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
315
+ 0.28%
$37.07 - $40.63 $11.7K - $12.8K
112K $4.41M
MA
Mastercard Inc

Financial Services
149
+ 7.25%
$504.67 - $576.31 $75.2K - $85.9K
2.2K $1.21M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
3.05K
+ 43.26%
$47.48 - $53.82 $145K - $164K
10.1K $482K
MDLZ
Mondelez International, Inc.

Consumer Defensive
98
+ 0.74%
$56.12 - $68.15 $5.5K - $6.68K
13.4K $907K
TLT
Ishares Barclays 20+ Year Trea

ETFs
684
+ 3.99%
$85.29 - $92.57 $58.3K - $63.3K
17.8K $1.61M
IGF
Ishares Global Infrastructure

ETFs
1.37K
+ 13.52%
$51.96 - $54.84 $70.9K - $74.9K
11.5K $624K
AMT
American Tower Corp

Real Estate
15
+ 0.57%
$173.46 - $217.6 $2.6K - $3.26K
2.63K $572K
XLF
Financial Sector Spdr

ETFs
1.06K
+ 2.68%
$47.32 - $52.19 $50.2K - $55.4K
40.6K $2M
HYG
Ishares Tr

ETFs
965
+ 1.45%
$78.51 - $80.11 $75.8K - $77.3K
67.4K $5.31M
ACN
Accenture PLC

Technology
371
+ 48.06%
$300.91 - $398.25 $112K - $148K
1.14K $356K
MCD
Mcdonalds Corp

Consumer Cyclical
103
+ 5.47%
$279.74 - $321.29 $28.8K - $33.1K
1.99K $620K
EWG
Ishares Msci Germany ETF

ETFs
700
+ 10.85%
$31.57 - $39.31 $22.1K - $27.5K
7.15K $267K
NOW
Service Now, Inc.

Technology
143
+ 69.08%
$783.83 - $1170.39 $112K - $167K
350 $278K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
106
+ 0.13%
$51.52 - $52.37 $5.46K - $5.55K
78.7K $4.12M
BMY
Bristol Myers Squibb CO

Healthcare
540
+ 11.48%
$53.9 - $63.11 $29.1K - $34.1K
5.25K $319K
EWQ
Ishares Msci France ETF

ETFs
350
+ 4.49%
$35.35 - $41.99 $12.4K - $14.7K
8.15K $328K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
150
+ 1.33%
$33.37 - $38.01 $5.01K - $5.7K
11.4K $428K
EEM
Ishares Msci Emerging Markets

ETFs
560
+ 4.94%
$40.81 - $45.34 $22.9K - $25.4K
11.9K $520K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.68K
+ 7.75%
$25.58 - $29.24 $145K - $166K
79K $2.07M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
40
+ 1.06%
$98.98 - $113.18 $3.96K - $4.53K
3.8K $429K
BDX
Becton Dickinson & CO

Healthcare
130
+ 11.96%
$222.79 - $249.08 $29K - $32.4K
1.22K $278K
NSC
Norfolk Southern Corp

Industrials
101
+ 4.54%
$227.69 - $259.76 $23K - $26.2K
2.33K $551K
EWC
Ishares Msci Canada ETF

ETFs
650
+ 11.66%
$39.3 - $42.52 $25.5K - $27.6K
6.23K $252K
ICSH
Blackrock Ultra Short Term Bon

ETFs
400
+ 2.01%
$50.44 - $50.7 $20.2K - $20.3K
20.3K $1.03M
RWO
Spdr Dow Jones Global Real Est

ETFs
325
+ 1.59%
$41.41 - $45.24 $13.5K - $14.7K
20.8K $902K
XLP
Consumer Staples Sector Spdr

ETFs
280
+ 1.81%
N/A
15.8K $1.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.03%
$42.5 - $46.71 $128 - $140
10.9K $495K
UNP
Union Pacific Corp

Industrials
10
+ 0.89%
$225.21 - $254.42 $2.25K - $2.54K
1.13K $266K
META
Meta Platforms, Inc.

Communication Services
114
+ 2.69%
$576.36 - $736.67 $65.7K - $84K
4.36K $2.51M
VFH
Vanguard Financial ETF

ETFs
27
+ 1.39%
$114.07 - $127.34 $3.08K - $3.44K
1.96K $231K
XLI
Industrial Sector Spdr

ETFs
170
+ 1.28%
$128.78 - $141.67 $21.9K - $24.1K
13.5K $1.75M
BMO
Bank Of Montreal

Financial Services
25
+ 0.58%
$94.92 - $104.14 $2.37K - $2.6K
4.33K $413K
Activity Summary
Buys All Purchases 80 New Holdings 6 Increased Positions 74 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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