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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
MAMastercard Incorporated
Recent Activity
Increased 0.99%
0.33%
$1.082M
2,055 shares@ $526.57 avg price
XLBSelect Sector Spdr Tr
Recent Activity
Decreased -0.28%
0.33%
$1.081M
12,844 shares@ $84.15 avg price
CMECme Group Inc
Recent Activity
0.33%
$1.068M
4,600 shares@ $232.23 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -2.13%
0.33%
$1.061M
4,996 shares@ $212.41 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.32%
$1.045M
2,306 shares@ $453.29 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
ICSHIshares Tr
Recent Activity
Increased 2.58%
0.31%
$1.004M
19,900 shares@ $50.43 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.45%
0.31%
$998,795
3,412 shares@ $292.74 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.51%
0.29%
$940,723
3,246 shares@ $289.81 avg price