Boltwood Capital Management Incresed Positions in Q4 2024

Boltwood Capital Management

  • $327 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.45K
+ 3.15%
$117.0 - $148.88 $170K - $216K
47.5K $6.37M
GOOGL
Alphabet Inc.

Communication Services
886
+ 3.9%
$161.86 - $196.66 $143K - $174K
23.6K $4.47M
AMZN
Amazon Com Inc

Consumer Cyclical
340
+ 2.31%
$180.88 - $232.93 $61.5K - $79.2K
15K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.28%
$205.18 - $250.29 $8.21K - $10K
14.5K $3.46M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
27.6K
+ 5.13%
$23.55 - $24.04 $650K - $664K
566K $13.3M
COST
Costco Wholesale Corp

Consumer Defensive
361
+ 40.16%
$873.59 - $994.69 $315K - $359K
1.26K $1.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.37K
+ 6.41%
$81.68 - $82.93 $357K - $362K
72.5K $5.94M
WFC
Wells Fargo & Company

Financial Services
175
+ 1.04%
$54.98 - $77.35 $9.62K - $13.5K
17K $1.19M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.3K
+ 5.74%
$115.08 - $119.55 $610K - $634K
97.6K $11.3M
XLK
Technology Sector Spdr

ETFs
86
+ 0.35%
$220.26 - $241.44 $18.9K - $20.8K
24.3K $5.66M
HYG
Ishares Tr

ETFs
3.23K
+ 5.1%
$78.09 - $80.04 $252K - $258K
66.4K $5.23M
PANW
Palo Alto Networks Inc

Technology
2.33K
+ 133.93%
$181.96 - $405.9 $424K - $945K
4.07K $740K
BLK
Black Rock Inc.

Financial Services
63
+ 8.06%
$934.02 - $1065.26 $58.8K - $67.1K
845 $866K
AVGO
Broadcom Inc.

Technology
75
+ 4.41%
$159.67 - $250.0 $12K - $18.8K
1.78K $411K
META
Meta Platforms, Inc.

Communication Services
59
+ 1.41%
$554.08 - $632.68 $32.7K - $37.3K
4.25K $2.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
150
+ 18.16%
$275.15 - $388.2 $41.3K - $58.2K
976 $333K
HYGV
Flexshares Tr High Yield Value

ETFs
10.1K
+ 3.22%
$40.53 - $41.51 $408K - $418K
323K $13.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.05K
+ 8.77%
$55.73 - $66.16 $58.5K - $69.5K
13K $785K
EWJ
Ishares Msci Japan ETF

ETFs
1.5K
+ 32.61%
$66.18 - $71.84 $99.3K - $108K
6.1K $409K
MA
Mastercard Inc

Financial Services
20
+ 0.98%
$491.3 - $536.15 $9.83K - $10.7K
2.06K $1.08M
EWQ
Ishares Msci France ETF

ETFs
2.65K
+ 51.46%
$35.5 - $39.81 $94.1K - $105K
7.8K $279K
HON
Honeywell International Inc

Industrials
35
+ 1.14%
$202.84 - $236.0 $7.1K - $8.26K
3.1K $699K
JCI
Johnson Controls International PLC

Industrials
740
+ 13.27%
$74.23 - $86.6 $54.9K - $64.1K
6.32K $498K
IGF
Ishares Global Infrastructure

ETFs
1.6K
+ 18.83%
$51.2 - $55.7 $81.9K - $89.1K
10.1K $527K
GOOG
Alphabet Inc.

Communication Services
25
+ 0.97%
$163.08 - $198.16 $4.08K - $4.95K
2.6K $495K
BMY
Bristol Myers Squibb CO

Healthcare
760
+ 19.26%
$51.92 - $59.94 $39.5K - $45.6K
4.71K $266K
ADP
Automatic Data Processing Inc

Industrials
15
+ 0.44%
$280.08 - $307.97 $4.2K - $4.62K
3.41K $998K
FLTW
Franklin Templeton ETF Tr

ETFs
1.35K
+ 13.17%
$47.01 - $50.84 $63.5K - $68.6K
11.6K $548K
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.48K
+ 13.85%
$26.05 - $29.17 $221K - $247K
69.7K $1.83M
BMO
Bank Of Montreal

Financial Services
175
+ 4.24%
$89.75 - $103.39 $15.7K - $18.1K
4.3K $417K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
2.2K
+ 24.31%
$33.67 - $37.35 $74.1K - $82.2K
11.3K $381K
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.45K
+ 35.15%
$45.73 - $51.84 $66.3K - $75.2K
5.58K $256K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.13%
$328.51 - $401.37 $329 - $401
760 $285K
ICSH
Blackrock Ultra Short Term Bon

ETFs
500
+ 2.58%
$50.35 - $50.69 $25.2K - $25.3K
19.9K $1M
ABC
Amerisourcebergen Corp

Healthcare
10
+ 0.55%
N/A
1.84K $341K
Gsk PLC
1.12K
+ 9.88%
N/A
12.5K $0
EWT
Ishares Inc Msci Taiwan ETF

ETFs
275
+ 4.06%
$51.76 - $56.72 $14.2K - $15.6K
7.05K $364K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.8K
+ 199.48%
$27.54 - $83.04 $1.34M - $4.05M
73.3K $2.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
43.4K
+ 98.7%
$25.33 - $51.16 $1.1M - $2.22M
87.4K $2.26M
ABT
Abbott Laboratories

Healthcare
119
+ 0.55%
$111.93 - $119.39 $13.3K - $14.2K
21.9K $2.48M
HAL
Halliburton CO

Energy
300
+ 3.39%
$25.77 - $31.99 $7.73K - $9.6K
9.16K $249K
MCHI
Ishares Msci China ETF

ETFs
750
+ 6.76%
$46.1 - $59.67 $34.6K - $44.8K
11.9K $555K
MMM
3 M CO

Industrials
10
+ 0.42%
$124.74 - $137.12 $1.25K - $1.37K
2.38K $306K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.89%
$288.47 - $316.54 $10.1K - $11.1K
1.88K $545K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.13%
$114.45 - $127.21 $572 - $636
3.78K $437K
NSC
Norfolk Southern Corp

Industrials
30
+ 1.37%
$230.6 - $277.0 $6.92K - $8.31K
2.23K $522K
VZ
Verizon Communications Inc

Communication Services
50
+ 0.78%
$39.6 - $45.21 $1.98K - $2.26K
6.46K $258K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.6K
+ 10.25%
$87.1 - $98.49 $139K - $157K
17.2K $1.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
71.3K
+ 189.13%
$22.01 - $66.82 $1.57M - $4.76M
109K $2.47M
Activity Summary
Buys All Purchases 77 New Holdings 4 Increased Positions 73 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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