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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
ICEIntercontinental Exchange In
Recent Activity
Decreased -1.26%
0.62%
$2.013M
13,507 shares@ $149.01 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.59%
0.59%
$1.932M
33,649 shares@ $57.41 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -7.08%
0.59%
$1.912M
39,566 shares@ $48.33 avg price
ORCLOracle Corp
Recent Activity
Decreased -3.84%
0.56%
$1.833M
11,002 shares@ $166.64 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.19%
0.56%
$1.816M
20,097 shares@ $90.36 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -3.55%
0.54%
$1.77M
30,865 shares@ $57.36 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -1.92%
0.54%
$1.753M
13,301 shares@ $131.77 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -6.44%
0.53%
$1.712M
17,687 shares@ $96.81 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.52%
0.51%
$1.653M
26,550 shares@ $62.26 avg price
PFEPfizer Inc
Recent Activity
Decreased -3.8%
0.49%
$1.601M
60,337 shares@ $26.54 avg price