Boltwood Capital Management Reduced Holdings in Q3 2024

Boltwood Capital Management

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
-637
- 3.26%
$82.16 - $90.4 $52.3K - $57.6K
18.9K $1.71M
MCO
Moodys Corp

Financial Services
-5
- 0.61%
$421.49 - $494.67 $2.11K - $2.47K
810 $384K
XLF
Financial Sector Spdr

ETFs
-3.33K
- 7.26%
$40.84 - $45.74 $136K - $152K
42.6K $1.93M
TJX
Tjx Companies Inc

Consumer Cyclical
-519
- 3.7%
$107.93 - $120.23 $56K - $62.4K
13.5K $1.59M
VTI
Vanguard Total Stock Market Et

ETFs
-23
- 0.69%
$255.18 - $283.2 $5.87K - $6.51K
3.3K $933K
XLB
Select Sector Spdr Fd Material

ETFs
-625
- 4.63%
$86.95 - $97.09 $54.3K - $60.7K
12.9K $1.24M
SBUX
Starbucks Corp

Consumer Cyclical
-30
- 1.12%
$72.51 - $98.6 $2.18K - $2.96K
2.65K $258K
AMT
American Tower Corp

Real Estate
-232
- 8.02%
$192.27 - $242.73 $44.6K - $56.3K
2.66K $618K
XLI
Industrial Sector Spdr

ETFs
-1.02K
- 6.98%
$120.56 - $135.44 $123K - $138K
13.6K $1.84M
T
At&T Inc.

Communication Services
-2.29K
- 5.93%
$18.21 - $22.28 $41.6K - $50.9K
36.2K $797K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-775
- 1.48%
$22.25 - $24.44 $17.2K - $18.9K
51.5K $1.24M
MAS
Masco Corp

Industrials
-420
- 6.93%
$64.7 - $83.94 $27.2K - $35.3K
5.64K $473K
RTX
Raytheon Technologies Corp

Industrials
-39
- 1.02%
$99.55 - $123.34 $3.88K - $4.81K
3.78K $457K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-450
- 2.61%
$38.04 - $45.36 $17.1K - $20.4K
16.8K $749K
SKOR
Flexshares Tr Credit Scored Us

ETFs
-1.08K
- 1.2%
$47.19 - $49.21 $50.9K - $53K
88.7K $4.36M
BLK
Black Rock Inc.

Financial Services
-39
- 4.75%
$782.27 - $949.51 $30.5K - $37K
782 $742K
NEE
Nextera Energy Inc

Utilities
-100
- 1.31%
$69.9 - $84.97 $6.99K - $8.5K
7.56K $638K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4
- 0.03%
$89.91 - $101.33 $360 - $405
15.6K $1.53M
CRM
Salesforce, Inc.

Technology
-240
- 2.43%
$238.42 - $276.53 $57.2K - $66.4K
9.63K $2.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-59
- 2.49%
$405.19 - $478.57 $23.9K - $28.2K
2.31K $1.06M
XLU
Utilities Sector Spdr

ETFs
-467
- 4.1%
$67.67 - $80.78 $31.6K - $37.7K
10.9K $882K
PG
Procter & Gamble CO

Consumer Defensive
-21
- 0.15%
$160.76 - $177.82 $3.38K - $3.73K
14.3K $2.48M
ADP
Automatic Data Processing Inc

Industrials
-29
- 0.85%
$233.44 - $279.45 $6.77K - $8.1K
3.4K $940K
IBM
International Business Machines Corp

Technology
-533
- 9.88%
$175.1 - $223.38 $93.3K - $119K
4.86K $1.08M
BX
Blackstone Inc.

Financial Services
-270
- 4.3%
$120.77 - $159.66 $32.6K - $43.1K
6.01K $919K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.53%
$333.64 - $405.2 $5K - $6.08K
2.81K $1.14M
ABBV
Abb Vie Inc.

Healthcare
-45
- 0.62%
$163.84 - $199.33 $7.37K - $8.97K
7.17K $1.41M
ALL
Allstate Corp

Financial Services
-69
- 0.98%
$158.43 - $192.86 $10.9K - $13.3K
6.98K $1.32M
KO
Coca Cola CO

Consumer Defensive
-151
- 0.56%
$62.69 - $73.01 $9.47K - $11K
26.7K $1.92M
ORCL
Oracle Corp

Technology
-861
- 7.0%
$125.9 - $170.35 $108K - $147K
11.4K $1.95M
WMT
Walmart Inc.

Consumer Defensive
-610
- 2.94%
$66.91 - $81.4 $40.8K - $49.7K
20.1K $1.63M
MBB
Ishares Tr

ETFs
-3.25K
- 2.37%
$90.85 - $96.66 $295K - $314K
134K $12.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
-471
- 3.33%
$136.93 - $162.81 $64.5K - $76.7K
13.7K $2.2M
META
Meta Platforms, Inc.

Communication Services
-50
- 1.18%
$453.41 - $572.44 $22.7K - $28.6K
4.19K $2.4M
AXP
American Express CO

Financial Services
-50
- 0.67%
$225.92 - $271.17 $11.3K - $13.6K
7.4K $2.01M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-7.84K
- 3.15%
$25.45 - $29.53 $200K - $232K
241K $7.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-97
- 0.08%
$57.32 - $62.65 $5.56K - $6.08K
114K $7.11M
CAT
Caterpillar Inc

Industrials
-19
- 0.23%
$316.8 - $391.12 $6.02K - $7.43K
8.24K $3.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-655
- 1.15%
$105.53 - $118.34 $69.1K - $77.5K
56.4K $6.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-353
- 2.66%
$213.3 - $270.78 $75.3K - $95.6K
12.9K $3.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.1K
- 2.17%
$36.98 - $41.55 $484K - $544K
590K $24.3M
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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