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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
BABoeing Co
Recent Activity
Decreased -2.95%
0.2%
$632,598
3,574 shares@ $177.0 avg price
IBMInternational Business Machs
Recent Activity
Decreased -42.79%
0.19%
$611,567
2,782 shares@ $219.83 avg price
TPRTapestry Inc
Recent Activity
Decreased -11.69%
0.19%
$599,599
9,178 shares@ $65.34 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -0.63%
0.18%
$578,166
7,812 shares@ $74.01 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.71%
0.18%
$570,816
5,738 shares@ $99.48 avg price
TAt&t Inc
Recent Activity
Decreased -33.55%
0.17%
$548,134
24,073 shares@ $22.77 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.26%
0.17%
$540,184
7,535 shares@ $71.69 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -1.73%
0.16%
$503,836
5,656 shares@ $89.08 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Decreased -3.31%
0.16%
$497,591
5,830 shares@ $85.36 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -1.69%
0.15%
$479,984
2,617 shares@ $183.42 avg price