Boltwood Capital Management Reduced Holdings in Q4 2024

Boltwood Capital Management

  • $327 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-1.14K
- 3.56%
$55.51 - $79.05 $63.2K - $90K
30.9K $1.77M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.36K
- 0.98%
$26.63 - $30.23 $62.8K - $71.3K
238K $6.35M
AAPL
Apple Inc.

Technology
-5.17K
- 13.96%
$221.69 - $259.02 $1.15M - $1.34M
31.9K $7.98M
IBM
International Business Machines Corp

Technology
-2.08K
- 42.79%
$204.9 - $238.04 $426K - $495K
2.78K $611K
IEF
Ishares Barclays

ETFs
-2.52K
- 6.68%
$92.08 - $98.18 $232K - $247K
35.1K $3.25M
MBSD
Flexshares Tr Disciplined Dura

ETFs
-5.55K
- 1.33%
$20.17 - $20.98 $112K - $116K
412K $8.33M
RAVI
Flexshares Tr Ready Access Var

ETFs
-4.68K
- 14.63%
$75.05 - $75.53 $351K - $353K
27.3K $2.05M
LOW
Lowes Companies Inc

Consumer Cyclical
-146
- 1.13%
$244.52 - $284.07 $35.7K - $41.5K
12.8K $3.15M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-120
- 0.11%
$38.37 - $42.82 $4.6K - $5.14K
111K $4.27M
KLAC
Kla Corp

Technology
-40
- 1.98%
$614.46 - $829.55 $24.6K - $33.2K
1.99K $1.25M
MSFT
Microsoft Corp

Technology
-338
- 2.04%
$406.35 - $454.46 $137K - $154K
16.3K $6.85M
LLY
Eli Lilly & CO

Healthcare
-42
- 2.0%
$727.2 - $932.06 $30.5K - $39.1K
2.06K $1.59M
KO
Coca Cola CO

Consumer Defensive
-140
- 0.52%
$61.74 - $71.71 $8.64K - $10K
26.6K $1.65M
XOM
Exxon Mobil Corp

Energy
-84
- 0.33%
$105.51 - $125.37 $8.86K - $10.5K
25.2K $2.71M
T
At&T Inc.

Communication Services
-12.2K
- 33.56%
$21.22 - $23.88 $258K - $290K
24.1K $548K
CAT
Caterpillar Inc

Industrials
-2
- 0.02%
$360.37 - $416.88 $721 - $834
8.24K $2.99M
DHR
Danaher Corp

Healthcare
-15
- 0.34%
$226.16 - $274.52 $3.39K - $4.12K
4.45K $1.02M
PFE
Pfizer Inc

Healthcare
-2.39K
- 3.8%
$24.8 - $30.19 $59.1K - $72K
60.3K $1.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
-200
- 0.59%
$57.29 - $63.1 $11.5K - $12.6K
33.6K $1.93M
ICE
Intercontinental Exchange, Inc.

Financial Services
-173
- 1.26%
$148.29 - $166.93 $25.7K - $28.9K
13.5K $2.01M
XLB
Select Sector Spdr Fd Material

ETFs
-37
- 0.29%
$83.8 - $97.58 $3.1K - $3.61K
12.8K $1.08M
ABBV
Abb Vie Inc.

Healthcare
-100
- 1.4%
$164.99 - $203.87 $16.5K - $20.4K
7.07K $1.26M
ADBE
Adobe Inc.

Technology
-37
- 1.9%
$437.39 - $552.96 $16.2K - $20.5K
1.92K $851K
INDA
Ishares Msci India Index Fund

ETFs
-1.23K
- 7.7%
$52.64 - $58.16 $64.5K - $71.2K
14.7K $772K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-395
- 0.7%
$113.92 - $127.38 $45K - $50.3K
56K $6.46M
AMT
American Tower Corp

Real Estate
-45
- 1.69%
$179.4 - $232.01 $8.07K - $10.4K
2.62K $479K
FCX
Freeport Mcmoran Inc

Basic Materials
-50
- 0.46%
$38.08 - $50.82 $1.9K - $2.54K
10.9K $416K
SKOR
Flexshares Tr Credit Scored Us

ETFs
-116
- 0.13%
$47.6 - $49.05 $5.52K - $5.69K
88.6K $4.22M
ORCL
Oracle Corp

Technology
-440
- 3.85%
$165.41 - $192.43 $72.8K - $84.7K
11K $1.83M
PG
Procter & Gamble CO

Consumer Defensive
-157
- 1.09%
$161.05 - $179.7 $25.3K - $28.2K
14.2K $2.38M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-150
- 0.29%
$22.21 - $24.22 $3.33K - $3.63K
51.3K $1.14M
CDW
Cdw Corp

Technology
-50
- 2.82%
$171.49 - $225.64 $8.57K - $11.3K
1.72K $299K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-100
- 0.1%
$21.43 - $22.55 $2.14K - $2.26K
98.6K $2.12M
NEE
Nextera Energy Inc

Utilities
-20
- 0.26%
$69.77 - $85.43 $1.4K - $1.71K
7.54K $540K
MRK
Merck & Co., Inc.

Healthcare
-100
- 1.71%
$96.31 - $114.76 $9.63K - $11.5K
5.74K $570K
XLI
Industrial Sector Spdr

ETFs
-261
- 1.92%
$131.76 - $143.99 $34.4K - $37.6K
13.3K $1.75M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-685
- 15.42%
$101.77 - $113.02 $69.7K - $77.4K
3.76K $396K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-109
- 2.14%
$209.89 - $233.24 $22.9K - $25.4K
5K $1.06M
ADI
Analog Devices Inc

Technology
-55
- 1.66%
$206.35 - $236.48 $11.3K - $13K
3.26K $691K
CVX
Chevron Corp

Energy
-68
- 0.3%
$141.15 - $162.53 $9.6K - $11.1K
22.7K $3.28M
VNQ
Vanguard Specialized Funds Van

ETFs
-100
- 1.74%
$87.85 - $98.6 $8.79K - $9.86K
5.66K $503K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-815
- 0.71%
$61.68 - $67.87 $50.3K - $55.3K
113K $7.06M
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.53%
$385.02 - $431.37 $5.78K - $6.47K
2.79K $1.09M
SUB
Ishares Short Term National Mu

ETFs
-375
- 2.59%
$104.94 - $106.2 $39.4K - $39.8K
14.1K $1.49M
GE
General Electric CO

Industrials
-5
- 0.41%
$159.95 - $194.23 $800 - $971
1.22K $202K
CMF
Ishares California Muni Bond E

ETFs
-250
- 1.64%
$56.66 - $58.1 $14.2K - $14.5K
15K $856K
UNP
Union Pacific Corp

Industrials
-20
- 1.75%
$223.15 - $249.32 $4.46K - $4.99K
1.12K $255K
MUB
Ishares National Muni Bond ETF

ETFs
-175
- 8.14%
$105.78 - $108.7 $18.5K - $19K
1.98K $210K
BDX
Becton Dickinson & CO

Healthcare
-30
- 2.69%
$220.02 - $243.75 $6.6K - $7.31K
1.09K $246K
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
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