Zack Wolf

@Boltwood Capital Management

Latest period2024 - Q4

Reported12d ago

Managed Assets$328.152M

Total holdings170

Assets growth rate-2.75%

Assets growth rate (2-Q avg)1.34%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Boltwood Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Boltwood Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 328.152M in assets, with a quarterly growth rate of -2.75% and a 2-quarter average growth rate of 1.34%. The portfolio is managed by Zack Wolf, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIIBBiogen Inc Recent Activity Exited	0%	$232,026 1,197 shares@ $193.84 avg price	Exited
IGLBIshares Tr Recent Activity Exited	0%	$225,078 4,200 shares@ $53.59 avg price	Exited
VAWVanguard World Fd Recent Activity Exited	0%	$224,158 1,060 shares@ $211.47 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$222,870 9,500 shares@ $23.46 avg price	Exited
NKENike Inc Recent Activity Exited	0%	$219,497 2,483 shares@ $88.4 avg price	Exited
NUENucor Corp Recent Activity Exited	0%	$218,745 1,455 shares@ $150.35 avg price	Exited
UPSUnited Parcel Service Inc Recent Activity Exited	0%	$207,919 1,525 shares@ $136.35 avg price	Exited
LINLinde Plc Recent Activity Exited	0%	$201,712 423 shares@ $476.87 avg price	Exited