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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
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -2.13%
0.33%
$1.061M
4,996 shares@ $212.41 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.33%
0.32%
$1.02M
4,445 shares@ $229.56 avg price
BXBlackstone Inc
Recent Activity
Decreased -1.74%
0.32%
$1.017M
5,901 shares@ $172.42 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.51%
0.29%
$940,723
3,246 shares@ $289.81 avg price
CMFIshares Tr
Recent Activity
Decreased -1.64%
0.27%
$856,909
14,960 shares@ $57.29 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.89%
0.26%
$851,562
1,915 shares@ $444.68 avg price
INDAIshares Tr
Recent Activity
Decreased -7.7%
0.24%
$772,492
14,675 shares@ $52.64 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.7%
0.23%
$744,546
3,802 shares@ $195.84 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.27%
0.22%
$711,466
12,018 shares@ $59.21 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -1.66%
0.22%
$691,557
3,255 shares@ $212.46 avg price