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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
TJXTjx Cos Inc New
Recent Activity
Decreased -2.52%
0.49%
$1.589M
13,151 shares@ $120.81 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -2%
0.49%
$1.588M
2,057 shares@ $772.0 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.63%
0.47%
$1.51M
13,558 shares@ $111.35 avg price
SUBIshares Tr
Recent Activity
Decreased -2.59%
0.46%
$1.485M
14,080 shares@ $105.48 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.39%
0.39%
$1.255M
7,065 shares@ $177.71 avg price
KLACKla Corp
Recent Activity
Decreased -1.97%
0.39%
$1.251M
1,985 shares@ $630.12 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -0.71%
0.38%
$1.217M
15,481 shares@ $78.61 avg price
SPLBSpdr Ser Tr
Recent Activity
Decreased -0.29%
0.35%
$1.14M
51,300 shares@ $22.23 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.53%
0.34%
$1.085M
2,790 shares@ $388.99 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -0.28%
0.33%
$1.081M
12,844 shares@ $84.15 avg price