Boltwood Capital Management Portfolio Holdings

Boltwood Capital Management

  • $327 Million
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$785,000 0.24% of portfolio
13,025
Q4 2024 Added 8.77%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $327 Million
  • Prior Value $336 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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