Boltwood Capital Management Purchases in Q4 2024

Boltwood Capital Management

  • $327 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.45K
+ 3.15%
$117.0 - $148.88 $170K - $216K
47.5K $6.37M
GOOGL
Alphabet Inc.

Communication Services
886
+ 3.9%
$161.86 - $196.66 $143K - $174K
23.6K $4.47M
AMZN
Amazon Com Inc

Consumer Cyclical
340
+ 2.31%
$180.88 - $232.93 $61.5K - $79.2K
15K $3.3M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.28%
$205.18 - $250.29 $8.21K - $10K
14.5K $3.46M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
27.6K
+ 5.13%
$23.55 - $24.04 $650K - $664K
566K $13.3M
COST
Costco Wholesale Corp

Consumer Defensive
361
+ 40.16%
$873.59 - $994.69 $315K - $359K
1.26K $1.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.37K
+ 6.41%
$81.68 - $82.93 $357K - $362K
72.5K $5.94M
ACN
Accenture PLC

Technology
772
New
$343.9 - $376.86 $265K - $291K
772 $271K
WFC
Wells Fargo & Company

Financial Services
175
+ 1.04%
$54.98 - $77.35 $9.62K - $13.5K
17K $1.19M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.3K
+ 5.74%
$115.08 - $119.55 $610K - $634K
97.6K $11.3M
NOW
Service Now, Inc.

Technology
207
New
$867.18 - $1148.42 $180K - $238K
207 $219K
EWG
Ishares Msci Germany ETF

ETFs
6.45K
New
$31.27 - $33.44 $202K - $216K
6.45K $205K
XLK
Technology Sector Spdr

ETFs
86
+ 0.35%
$220.26 - $241.44 $18.9K - $20.8K
24.3K $5.66M
ALL
Allstate Corp

Financial Services
730
+ 10.46%
$181.25 - $208.2 $132K - $152K
7.71K $1.49M
HYG
Ishares Tr

ETFs
3.23K
+ 5.1%
$78.09 - $80.04 $252K - $258K
66.4K $5.23M
PANW
Palo Alto Networks Inc

Technology
2.33K
+ 133.93%
$181.96 - $405.9 $424K - $945K
4.07K $740K
BLK
Black Rock Inc.

Financial Services
63
+ 8.06%
$934.02 - $1065.26 $58.8K - $67.1K
845 $866K
AVGO
Broadcom Inc.

Technology
75
+ 4.41%
$159.67 - $250.0 $12K - $18.8K
1.78K $411K
META
Meta Platforms, Inc.

Communication Services
59
+ 1.41%
$554.08 - $632.68 $32.7K - $37.3K
4.25K $2.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
150
+ 18.16%
$275.15 - $388.2 $41.3K - $58.2K
976 $333K
HYGV
Flexshares Tr High Yield Value

ETFs
10.1K
+ 3.22%
$40.53 - $41.51 $408K - $418K
323K $13.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.05K
+ 8.77%
$55.73 - $66.16 $58.5K - $69.5K
13K $785K
EWJ
Ishares Msci Japan ETF

ETFs
1.5K
+ 32.61%
$66.18 - $71.84 $99.3K - $108K
6.1K $409K
MA
Mastercard Inc

Financial Services
20
+ 0.98%
$491.3 - $536.15 $9.83K - $10.7K
2.06K $1.08M
EWQ
Ishares Msci France ETF

ETFs
2.65K
+ 51.46%
$35.5 - $39.81 $94.1K - $105K
7.8K $279K
HON
Honeywell International Inc

Industrials
35
+ 1.14%
$202.84 - $236.0 $7.1K - $8.26K
3.1K $699K
JCI
Johnson Controls International PLC

Industrials
740
+ 13.27%
$74.23 - $86.6 $54.9K - $64.1K
6.32K $498K
IGF
Ishares Global Infrastructure

ETFs
1.6K
+ 18.83%
$51.2 - $55.7 $81.9K - $89.1K
10.1K $527K
GOOG
Alphabet Inc.

Communication Services
25
+ 0.97%
$163.08 - $198.16 $4.08K - $4.95K
2.6K $495K
BMY
Bristol Myers Squibb CO

Healthcare
760
+ 19.26%
$51.92 - $59.94 $39.5K - $45.6K
4.71K $266K
ADP
Automatic Data Processing Inc

Industrials
15
+ 0.44%
$280.08 - $307.97 $4.2K - $4.62K
3.41K $998K
FLTW
Franklin Templeton ETF Tr

ETFs
1.35K
+ 13.17%
$47.01 - $50.84 $63.5K - $68.6K
11.6K $548K
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.48K
+ 13.85%
$26.05 - $29.17 $221K - $247K
69.7K $1.83M
BMO
Bank Of Montreal

Financial Services
175
+ 4.24%
$89.75 - $103.39 $15.7K - $18.1K
4.3K $417K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
2.2K
+ 24.31%
$33.67 - $37.35 $74.1K - $82.2K
11.3K $381K
EWL
Ishares Inc Msci Switzerlnd

ETFs
1.45K
+ 35.15%
$45.73 - $51.84 $66.3K - $75.2K
5.58K $256K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.13%
$328.51 - $401.37 $329 - $401
760 $285K
ICSH
Blackrock Ultra Short Term Bon

ETFs
500
+ 2.58%
$50.35 - $50.69 $25.2K - $25.3K
19.9K $1M
ABC
Amerisourcebergen Corp

Healthcare
10
+ 0.55%
N/A
1.84K $341K
Gsk PLC
1.12K
+ 9.88%
N/A
12.5K $0
EWT
Ishares Inc Msci Taiwan ETF

ETFs
275
+ 4.06%
$51.76 - $56.72 $14.2K - $15.6K
7.05K $364K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.8K
+ 199.48%
$27.54 - $83.04 $1.34M - $4.05M
73.3K $2.03M
SCHA
Schwab Strategic Tr Us Small C

ETFs
43.4K
+ 98.7%
$25.33 - $51.16 $1.1M - $2.22M
87.4K $2.26M
ABT
Abbott Laboratories

Healthcare
119
+ 0.55%
$111.93 - $119.39 $13.3K - $14.2K
21.9K $2.48M
HAL
Halliburton CO

Energy
300
+ 3.39%
$25.77 - $31.99 $7.73K - $9.6K
9.16K $249K
MCHI
Ishares Msci China ETF

ETFs
750
+ 6.76%
$46.1 - $59.67 $34.6K - $44.8K
11.9K $555K
MMM
3 M CO

Industrials
10
+ 0.42%
$124.74 - $137.12 $1.25K - $1.37K
2.38K $306K
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.89%
$288.47 - $316.54 $10.1K - $11.1K
1.88K $545K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.13%
$114.45 - $127.21 $572 - $636
3.78K $437K
Activity Summary
Buys All Purchases 77 New Holdings 4 Increased Positions 73 Sells All Sells 75 Reductions 75 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