Boltwood Capital Management Reduced Holdings in Q4 2024

Boltwood Capital Management

  • $327 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTV
Fortive Corp

Technology
-50
- 1.11%
$71.16 - $79.68 $3.56K - $3.98K
4.45K $333K
D
Dominion Energy, Inc

Utilities
-75
- 1.76%
$52.63 - $60.92 $3.95K - $4.57K
4.19K $225K
SBUX
Starbucks Corp

Consumer Cyclical
-25
- 0.94%
$87.44 - $102.5 $2.19K - $2.56K
2.62K $238K
XLF
Financial Sector Spdr

ETFs
-3.02K
- 7.08%
$44.89 - $51.34 $135K - $155K
39.6K $1.91M
TFC
Truist Financial Corp

Financial Services
-450
- 4.33%
$41.51 - $48.1 $18.7K - $21.6K
9.94K $430K
VDE
Vanguard Energy ETF

ETFs
-75
- 3.5%
$116.67 - $136.78 $8.75K - $10.3K
2.07K $251K
XLP
Consumer Staples Sector Spdr

ETFs
-112
- 0.72%
N/A
15.5K $1.18M
VIG
Vanguard Dividend Appreciation

ETFs
-27
- 0.71%
N/A
3.8K $692K
PM
Philip Morris International Inc.

Consumer Defensive
-20
- 0.98%
$118.38 - $133.06 $2.37K - $2.66K
2.01K $242K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.22K
- 6.44%
$89.66 - $102.16 $109K - $124K
17.7K $1.71M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 1.52%
$280.04 - $302.45 $14K - $15.1K
3.25K $940K
VFH
Vanguard Financial ETF

ETFs
-6
- 0.31%
$108.87 - $126.2 $653 - $757
1.94K $228K
VOX
Vanguard Communication Service

ETFs
-14
- 0.6%
$144.31 - $163.57 $2.02K - $2.29K
2.31K $357K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-200
- 3.32%
$77.25 - $91.3 $15.5K - $18.3K
5.83K $497K
CSCO
Cisco Systems, Inc.

Technology
-155
- 1.27%
$52.45 - $60.02 $8.13K - $9.3K
12K $711K
SCHW
Schwab Charles Corp

Financial Services
-50
- 0.64%
$63.31 - $82.85 $3.17K - $4.14K
7.81K $578K
BA
Boeing CO

Industrials
-109
- 2.96%
$138.14 - $180.72 $15.1K - $19.7K
3.57K $632K
BX
Blackstone Inc.

Financial Services
-105
- 1.75%
$148.45 - $199.05 $15.6K - $20.9K
5.9K $1.02M
TPR
Tapestry, Inc.

Consumer Cyclical
-1.22K
- 11.69%
$43.54 - $66.18 $52.9K - $80.4K
9.18K $599K
AXP
American Express CO

Financial Services
-59
- 0.8%
$267.35 - $305.57 $15.8K - $18K
7.34K $2.18M
DIS
Walt Disney CO

Communication Services
-225
- 1.63%
$92.39 - $117.6 $20.8K - $26.5K
13.6K $1.51M
WMT
Walmart Inc.

Consumer Defensive
-40
- 0.2%
$79.1 - $95.7 $3.16K - $3.83K
20.1K $1.82M
XLY
Select Sector Spdr Consumer Di

ETFs
-218
- 1.77%
$194.8 - $239.43 $42.5K - $52.2K
12.1K $2.71M
CRM
Salesforce, Inc.

Technology
-185
- 1.92%
$270.87 - $367.87 $50.1K - $68.1K
9.45K $3.16M
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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