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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
GNRSpdr Index Shs Fds
Recent Activity
Increased 9.63%
0.9%
$2.948M
59,236 shares@ $49.76 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.33%
0.83%
$2.711M
25,205 shares@ $107.58 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -1.77%
0.83%
$2.708M
12,070 shares@ $224.35 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.55%
0.77%
$2.507M
18,221 shares@ $137.57 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
SCHBSchwab Strategic Tr
Recent Activity
Increased 189.14%
0.76%
$2.473M
108,924 shares@ $22.71 avg price
EFAIshares Tr
Recent Activity
Increased 0.5%
0.75%
$2.458M
32,504 shares@ $75.62 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.09%
0.73%
$2.378M
14,185 shares@ $167.65 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 98.71%
0.69%
$2.261M
87,446 shares@ $25.87 avg price