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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
TFCTruist Finl Corp
Recent Activity
Decreased -4.33%
0.14%
$430,980
9,935 shares@ $43.38 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -0.45%
0.13%
$416,214
10,930 shares@ $38.08 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Decreased -15.41%
0.13%
$396,958
3,758 shares@ $105.64 avg price
VOXVanguard World Fd
Recent Activity
Decreased -0.6%
0.11%
$357,493
2,307 shares@ $154.97 avg price
FTVFortive Corp
Recent Activity
Decreased -1.11%
0.11%
$333,975
4,453 shares@ $75.0 avg price
CDWCdw Corp
Recent Activity
Decreased -2.82%
0.1%
$299,349
1,720 shares@ $174.05 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -1.75%
0.08%
$255,405
1,120 shares@ $228.05 avg price
VDEVanguard World Fd
Recent Activity
Decreased -3.49%
0.08%
$251,112
2,070 shares@ $121.32 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -2.68%
0.08%
$246,608
1,087 shares@ $226.88 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -0.98%
0.08%
$242,024
2,011 shares@ $120.36 avg price