Boltwood Capital Management has filed its 13F form on April 04, 2024 for Q1 2024 where it was disclosed a total value porftolio of $321 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $23.6M, Flexshares Tr High Yield Value with a value of $13.3M, Ishares Tr with a value of $13.1M, Ishares Barclays 3 7 Yr Treas with a value of $11.6M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $10.3M.

Examining the 13F form we can see an increase of $20.4M in the current position value, from $301M to 321M.

Below you can find more details about Boltwood Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $321 Million
ETFs: $209 Million
Technology: $32.9 Million
Financial Services: $17.5 Million
Healthcare: $12.4 Million
Consumer Cyclical: $11.6 Million
Communication Services: $9.74 Million
Consumer Defensive: $9.28 Million
Industrials: $8.75 Million
Other: $9.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $321 Million
  • Prior Value $301 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 04, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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