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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
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
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
TLTIshares Tr
Recent Activity
Increased 10.26%
0.46%
$1.498M
17,151 shares@ $87.34 avg price