Boltwood Capital Management Portfolio Holdings

Boltwood Capital Management

  • $326 Million
  • Q1 2025

Boltwood Capital Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $326 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 $23.3M, Flexshares Tr Iboxx 3 Yr Targe with a value of $15.7M, Flexshares Tr High Yield Value with a value of $12.8M, 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 $1.42M in the current position value, from $327M to 326M.

Below you can find more details about Boltwood Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $326 Million
ETFs: $216 Million
Technology: $31.6 Million
Financial Services: $19.2 Million
Healthcare: $11.4 Million
Consumer Cyclical: $11.2 Million
Communication Services: $9.47 Million
Consumer Defensive: $9.39 Million
Industrials: $7.98 Million
Other: $9.33 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $326 Million
  • Prior Value $327 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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