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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
SKORFlexshares Tr
Recent Activity
Decreased -0.13%
1.29%
$4.225M
88,571 shares@ $47.71 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
CVXChevron Corp New
Recent Activity
Decreased -0.29%
1.01%
$3.283M
22,665 shares@ $144.85 avg price
IEFIshares Tr
Recent Activity
Decreased -6.67%
1%
$3.249M
35,144 shares@ $92.46 avg price
CRMSalesforce Inc
Recent Activity
Decreased -1.92%
0.97%
$3.159M
9,448 shares@ $334.34 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.13%
0.97%
$3.152M
12,770 shares@ $246.8 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.02%
0.92%
$2.987M
8,235 shares@ $362.77 avg price