Boltwood Capital Management Reduced Holdings in Q1 2025

Boltwood Capital Management

  • $326 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GUNR
Flexshares Tr Morningstar Glob

ETFs
-43.9K
- 24.97%
$36.6 - $39.56 $1.61M - $1.74M
132K $5.11M
MCHP
Microchip Technology Inc

Technology
-11.6K
- 37.59%
$48.41 - $64.3 $562K - $746K
19.3K $932K
CRM
Salesforce, Inc.

Technology
-183
- 1.94%
$268.36 - $359.95 $49.1K - $65.9K
9.27K $2.49M
HYGV
Flexshares Tr High Yield Value

ETFs
-7.37K
- 2.28%
$40.21 - $41.29 $296K - $304K
316K $12.8M
ORCL
Oracle Corp

Technology
-632
- 5.74%
$139.81 - $186.47 $88.4K - $118K
10.4K $1.45M
IEF
Ishares Barclays

ETFs
-4.18K
- 11.89%
$91.17 - $95.39 $381K - $398K
31K $2.94M
MBSD
Flexshares Tr Disciplined Dura

ETFs
-22.3K
- 5.43%
$20.03 - $20.68 $448K - $462K
389K $8.04M
CAT
Caterpillar Inc

Industrials
-40
- 0.49%
$326.75 - $407.63 $13.1K - $16.3K
8.2K $2.7M
SUB
Ishares Short Term National Mu

ETFs
-2.68K
- 19.03%
$105.3 - $106.24 $282K - $285K
11.4K $1.2M
CME
Cme Group Inc.

Financial Services
-1.5K
- 32.61%
$225.82 - $266.54 $339K - $400K
3.1K $822K
LOW
Lowes Companies Inc

Consumer Cyclical
-277
- 2.17%
$222.66 - $268.42 $61.7K - $74.4K
12.5K $2.91M
GNR
Spdr S&P Global Natural Resour

ETFs
-8.37K
- 14.13%
$50.12 - $54.48 $420K - $456K
50.9K $2.71M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-5.65K
- 6.38%
$47.35 - $48.46 $267K - $274K
82.9K $4.01M
AXP
American Express CO

Financial Services
-45
- 0.61%
$255.39 - $325.87 $11.5K - $14.7K
7.3K $1.96M
VGT
Vanguard Information Technolog

ETFs
-254
- 30.42%
$542.38 - $646.34 $138K - $164K
581 $315K
CMF
Ishares California Muni Bond E

ETFs
-3.26K
- 21.79%
$55.93 - $57.47 $182K - $187K
11.7K $656K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.66K
- 2.45%
$21.23 - $23.75 $56.6K - $63.3K
106K $2.28M
DIS
Walt Disney CO

Communication Services
-175
- 1.29%
$96.87 - $114.0 $17K - $20K
13.4K $1.32M
PFE
Pfizer Inc

Healthcare
-3.69K
- 6.11%
$25.01 - $27.13 $92.2K - $100K
56.6K $1.44M
ADBE
Adobe Inc.

Technology
-47
- 2.45%
$377.84 - $464.11 $17.8K - $21.8K
1.87K $716K
DHR
Danaher Corp

Healthcare
-50
- 1.12%
$201.62 - $250.59 $10.1K - $12.5K
4.4K $900K
GOOG
Alphabet Inc.

Communication Services
-25
- 0.96%
$156.06 - $207.71 $3.9K - $5.19K
2.58K $402K
PANW
Palo Alto Networks Inc

Technology
-151
- 3.71%
$167.82 - $208.28 $25.3K - $31.5K
3.92K $668K
JCI
Johnson Controls International PLC

Industrials
-996
- 15.76%
$76.12 - $90.6 $75.8K - $90.2K
5.32K $426K
ADI
Analog Devices Inc

Technology
-185
- 5.68%
$201.56 - $243.82 $37.3K - $45.1K
3.07K $619K
WMT
Walmart Inc.

Consumer Defensive
-211
- 1.05%
$84.5 - $105.05 $17.8K - $22.2K
19.9K $1.75M
FLTW
Franklin Templeton ETF Tr

ETFs
-650
- 5.6%
$43.23 - $48.94 $28.1K - $31.8K
11K $478K
VOX
Vanguard Communication Service

ETFs
-303
- 13.13%
$147.73 - $169.24 $44.8K - $51.3K
2K $296K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.24K
- 6.08%
$25.54 - $27.64 $108K - $117K
65.5K $1.77M
VIG
Vanguard Dividend Appreciation

ETFs
-230
- 6.05%
N/A
3.57K $650K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-2.35K
- 4.58%
$21.73 - $23.02 $51.1K - $54.1K
49K $1.1M
USB
Us Bancorp \De\

Financial Services
-85
- 1.29%
$40.92 - $50.9 $3.48K - $4.33K
6.49K $274K
CMCSA
Comcast Corp

Communication Services
-755
- 4.99%
$33.19 - $38.23 $25.1K - $28.9K
14.4K $530K
MCO
Moodys Corp

Financial Services
-55
- 6.79%
$437.8 - $527.48 $24.1K - $29K
755 $351K
VDE
Vanguard Energy ETF

ETFs
-357
- 17.25%
$119.14 - $132.76 $42.5K - $47.4K
1.71K $219K
EWJ
Ishares Msci Japan ETF

ETFs
-575
- 9.43%
$65.24 - $71.7 $37.5K - $41.2K
5.53K $382K
MBB
Ishares Tr

ETFs
-3.14K
- 2.29%
$90.37 - $94.08 $283K - $295K
134K $12.6M
ABC
Amerisourcebergen Corp

Healthcare
-107
- 5.81%
N/A
1.74K $321K
TJX
Tjx Companies Inc

Consumer Cyclical
-250
- 1.9%
$112.81 - $126.16 $28.2K - $31.5K
12.9K $1.57M
NEE
Nextera Energy Inc

Utilities
-128
- 1.7%
$66.96 - $76.16 $8.57K - $9.75K
7.41K $525K
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.19%
$142.64 - $156.42 $1.43K - $1.56K
5.19K $777K
FTV
Fortive Corp

Technology
-30
- 0.67%
$71.82 - $82.98 $2.15K - $2.49K
4.42K $323K
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 5.12%
$308.86 - $455.36 $15.4K - $22.8K
926 $326K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-445
- 2.63%
$39.18 - $43.52 $17.4K - $19.4K
16.5K $681K
CSCO
Cisco Systems, Inc.

Technology
-585
- 4.87%
$58.74 - $64.87 $34.4K - $37.9K
11.4K $705K
FCX
Freeport Mcmoran Inc

Basic Materials
-32
- 0.29%
$34.5 - $43.01 $1.1K - $1.38K
10.9K $412K
TPR
Tapestry, Inc.

Consumer Cyclical
-720
- 7.84%
$65.63 - $89.21 $47.3K - $64.2K
8.46K $595K
ADP
Automatic Data Processing Inc

Industrials
-145
- 4.25%
$286.85 - $318.64 $41.6K - $46.2K
3.27K $998K
Gsk PLC
-465
- 3.73%
N/A
12K $0
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
Track This Portfolio

Track Boltwood Capital Management Portfolio

Follow Boltwood Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boltwood Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Boltwood Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email