Boltwood Capital Management Purchases in Q2 2025

Boltwood Capital Management

  • $349 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.62K
+ 3.27%
$94.31 - $157.99 $152K - $255K
51.1K $8.08M
MSFT
Microsoft Corp

Technology
996
+ 5.86%
$354.56 - $497.45 $353K - $495K
18K $8.95M
HYG
Ishares Tr

ETFs
20.2K
+ 29.95%
$75.75 - $80.65 $1.53M - $1.63M
87.6K $7.06M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 4.61%
$179.73 - $253.23 $211K - $297K
26.7K $6.75M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
40.4K
+ 6.29%
$23.96 - $24.41 $969K - $987K
684K $16.6M
JPM
Jpmorgan Chase & CO

Financial Services
478
+ 2.91%
$210.28 - $289.91 $101K - $139K
16.9K $4.9M
META
Meta Platforms, Inc.

Communication Services
186
+ 4.27%
$484.66 - $738.09 $90.1K - $137K
4.55K $3.35M
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 4.98%
$144.7 - $178.6 $177K - $219K
25.9K $4.56M
AMZN
Amazon Com Inc

Consumer Cyclical
955
+ 6.02%
$167.32 - $223.3 $160K - $213K
16.8K $3.69M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
672
+ 0.28%
$24.38 - $30.18 $16.4K - $20.3K
241K $7.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.3K
+ 14.96%
$20.42 - $25.3 $293K - $362K
110K $2.78M
AVGO
Broadcom Inc.

Technology
843
+ 34.94%
$146.29 - $275.65 $123K - $232K
3.26K $897K
CAT
Caterpillar Inc

Industrials
16
+ 0.2%
$273.94 - $388.21 $4.38K - $6.21K
8.21K $3.19M
AMD
Advanced Micro Devices Inc

Technology
1.27K
+ 18.66%
$78.21 - $143.81 $99.6K - $183K
8.1K $1.15M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
17.8K
+ 18.46%
$21.55 - $22.2 $384K - $396K
114K $2.53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
530
+ 0.47%
$34.72 - $42.74 $18.4K - $22.7K
112K $4.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.6K
+ 120.0%
$102.02 - $103.5 $367K - $373K
6.6K $679K
DIS
Walt Disney CO

Communication Services
34
+ 0.25%
$81.72 - $124.01 $2.78K - $4.22K
13.4K $1.66M
NFLX
Netflix Inc

Communication Services
243
New
$855.86 - $1339.13 $208K - $325K
243 $325K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.71K
+ 2.55%
$19.1 - $23.83 $51.7K - $64.5K
109K $2.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.81K
+ 7.35%
$22.92 - $28.05 $133K - $163K
84.8K $2.38M
C
Citigroup Inc

Financial Services
3.45K
New
$58.13 - $85.12 $200K - $293K
3.45K $293K
XLY
Select Sector Spdr Consumer Di

ETFs
164
+ 1.34%
$176.34 - $218.59 $28.9K - $35.8K
12.4K $2.71M
RTX
Raytheon Technologies Corp

Industrials
1.27K
+ 18.0%
$113.75 - $148.48 $145K - $189K
8.35K $1.22M
EWY
Ishares Inc Msci South Korea E

ETFs
3.8K
New
$48.92 - $72.65 $186K - $276K
3.8K $272K
CARR
Carrier Global Corp

Industrials
3.56K
New
$55.55 - $75.83 $198K - $270K
3.56K $260K
XLC
Select Sector Spdr Tr Communic

ETFs
244
+ 1.37%
$86.13 - $108.53 $21K - $26.5K
18K $1.96M
XLI
Industrial Sector Spdr

ETFs
81
+ 0.6%
$116.42 - $147.52 $9.43K - $11.9K
13.6K $2M
MCHI
Ishares Msci China ETF

ETFs
4.03K
+ 30.21%
$45.22 - $55.86 $182K - $225K
17.4K $955K
XLF
Financial Sector Spdr

ETFs
1.9K
+ 4.69%
$43.92 - $52.37 $83.6K - $99.7K
42.5K $2.23M
NKE
Nike, Inc.

Consumer Cyclical
3.13K
New
$53.27 - $72.04 $167K - $226K
3.13K $222K
VAW
Vanguard Materials ETF

ETFs
1.06K
New
$163.82 - $196.64 $173K - $207K
1.06K $205K
GQRE
Flexshares Tr Global Quality R

ETFs
690
+ 0.9%
$51.85 - $60.01 $35.8K - $41.4K
77.6K $4.63M
MA
Mastercard Inc

Financial Services
284
+ 12.89%
$479.92 - $590.74 $136K - $168K
2.49K $1.4M
FLTW
Franklin Templeton ETF Tr

ETFs
1.7K
+ 15.53%
$37.15 - $52.99 $63.2K - $90.1K
12.7K $660K
RWO
Spdr Dow Jones Global Real Est

ETFs
3.53K
+ 16.93%
$38.85 - $45.0 $137K - $159K
24.3K $1.07M
BA
Boeing CO

Industrials
45
+ 1.24%
$136.59 - $217.51 $6.15K - $9.79K
3.67K $768K
BX
Blackstone Inc.

Financial Services
440
+ 5.18%
$120.07 - $151.11 $52.8K - $66.5K
8.93K $1.34M
WFC
Wells Fargo & Company

Financial Services
50
+ 0.3%
$60.98 - $80.12 $3.05K - $4.01K
17K $1.36M
IGF
Ishares Global Infrastructure

ETFs
1.45K
+ 12.65%
$50.55 - $59.83 $73.3K - $86.8K
12.9K $764K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
289
+ 0.3%
$116.93 - $119.39 $33.8K - $34.5K
96.2K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 2.04%
$221.86 - $362.89 $8.87K - $14.5K
2K $635K
FLJP
Franklin Templeton ETF Tr

ETFs
3.1K
+ 34.07%
$26.35 - $32.28 $81.7K - $100K
12.2K $392K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 3.69%
$908.13 - $1056.85 $49K - $57.1K
1.52K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 1.6%
$243.75 - $303.93 $12.7K - $15.8K
3.31K $1.01M
INDA
Ishares Msci India Index Fund

ETFs
550
+ 2.91%
$49.13 - $55.86 $27K - $30.7K
19.4K $1.08M
ETN
Eaton Corp PLC

Industrials
76
+ 8.04%
$246.52 - $356.99 $18.7K - $27.1K
1.02K $364K
PYPL
Pay Pal Holdings, Inc.

Financial Services
685
+ 10.81%
$57.41 - $74.81 $39.3K - $51.2K
7.02K $521K
SCHW
Schwab Charles Corp

Financial Services
62
+ 0.8%
$69.06 - $91.24 $4.28K - $5.66K
7.78K $709K
Activity Summary
Buys All Purchases 78 New Holdings 6 Increased Positions 72 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Boltwood Capital Management Portfolio

Follow Boltwood Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boltwood Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Boltwood Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email