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Zack Wolf

@Boltwood Capital Management

Latest period2024 - Q4ReportedManaged Assets$328.152MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYGIshares Tr
Recent Activity
Increased 5.11%
1.6%
$5.225M
66,435 shares@ $78.66 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.91%
1.37%
$4.466M
23,593 shares@ $189.31 avg price
NFRAFlexshares Tr
Recent Activity
Increased 1.65%
1.3%
$4.256M
78,497 shares@ $54.23 avg price
GQREFlexshares Tr
Recent Activity
Increased 1.78%
1.25%
$4.1M
71,954 shares@ $56.99 avg price
IGSBIshares Tr
Recent Activity
Increased 0.87%
1.24%
$4.061M
78,546 shares@ $51.7 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.28%
1.06%
$3.464M
14,450 shares@ $239.72 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.32%
1.01%
$3.3M
15,042 shares@ $219.39 avg price
GNRSpdr Index Shs Fds
Recent Activity
Increased 9.63%
0.9%
$2.948M
59,236 shares@ $49.76 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.41%
0.76%
$2.485M
4,245 shares@ $585.52 avg price
ABTAbbott Labs
Recent Activity
Increased 0.55%
0.76%
$2.482M
21,940 shares@ $113.11 avg price