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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
SBUXStarbucks Corp
Recent Activity
Decreased -0.94%
0.08%
$239,258
2,622 shares@ $91.26 avg price
VFHVanguard World Fd
Recent Activity
Decreased -0.3%
0.07%
$228,584
1,936 shares@ $118.08 avg price
DDominion Energy Inc
Recent Activity
Decreased -1.76%
0.07%
$225,404
4,185 shares@ $53.86 avg price
MUBIshares Tr
Recent Activity
Decreased -8.13%
0.07%
$210,436
1,975 shares@ $106.55 avg price
GEGe Aerospace
Recent Activity
Decreased -0.4%
0.07%
$202,817
1,216 shares@ $166.8 avg price