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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
ALLAllstate Corp
Recent Activity
Increased 10.46%
0.46%
$1.486M
7,710 shares@ $192.8 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
IGIBIshares Tr
Recent Activity
Increased 0.8%
0.37%
$1.209M
23,467 shares@ $51.51 avg price
WFCWells Fargo Co New
Recent Activity
Increased 1.05%
0.37%
$1.192M
16,975 shares@ $70.24 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 40.16%
0.36%
$1.155M
1,260 shares@ $916.27 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