Boltwood Capital Management has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $327 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $21.9M, Flexshares Tr Iboxx 3 Yr Targe with a value of $13.3M, Flexshares Tr High Yield Value with a value of $13.1M, Ishares Tr with a value of $12.6M, and Ishares Barclays 3 7 Yr Treas with a value of $11.3M.
Examining the 13F form we can see an decrease of $8.89M in the current position value, from $336M to 327M.
Below you can find more details about Boltwood Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$327 Million
ETFs: $214 Million
Technology: $35 Million
Financial Services: $19.4 Million
Consumer Cyclical: $12.1 Million
Healthcare: $10.6 Million
Communication Services: $10.3 Million
Consumer Defensive: $8.82 Million
Industrials: $8.49 Million
Other: $8.43 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
