Boltwood Capital Management Reduced Holdings in Q2 2025

Boltwood Capital Management

  • $349 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HYGV
Flexshares Tr High Yield Value

ETFs
-38.7K
- 12.27%
$38.45 - $41.03 $1.49M - $1.59M
277K $11.4M
MBSD
Flexshares Tr Disciplined Dura

ETFs
-31K
- 7.97%
$20.29 - $20.82 $629K - $646K
358K $7.41M
MBB
Ishares Tr

ETFs
-5.4K
- 4.03%
$91.41 - $94.22 $493K - $509K
129K $12.1M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-13.3K
- 10.07%
$33.77 - $41.16 $449K - $547K
119K $4.76M
XLE
Energy Sector Spdr

ETFs
-917
- 3.96%
$76.44 - $94.13 $70.1K - $86.3K
22.2K $1.89M
RAVI
Flexshares Tr Ready Access Var

ETFs
-3.23K
- 13.5%
$75.04 - $75.51 $243K - $244K
20.7K $1.56M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-5K
- 6.03%
$47.3 - $48.78 $237K - $244K
77.9K $3.79M
GNR
Spdr S&P Global Natural Resour

ETFs
-4.67K
- 9.17%
$45.66 - $55.03 $213K - $257K
46.2K $2.51M
XLV
Select Sector Spdr Fund Health

ETFs
-139
- 0.77%
$128.77 - $144.3 $17.9K - $20.1K
18K $2.43M
ABBV
Abb Vie Inc.

Healthcare
-59
- 0.84%
$170.16 - $206.27 $10K - $12.2K
6.94K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
-68
- 0.49%
$157.66 - $172.39 $10.7K - $11.7K
13.9K $2.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-55
- 1.19%
$212.1 - $244.27 $11.7K - $13.4K
4.57K $998K
LLY
Eli Lilly & CO

Healthcare
-32
- 1.6%
$713.71 - $898.95 $22.8K - $28.8K
1.97K $1.54M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-870
- 4.88%
$83.97 - $92.85 $73.1K - $80.8K
17K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-44
- 2.13%
$483.48 - $539.8 $21.3K - $23.8K
2.02K $980K
IEF
Ishares Barclays

ETFs
-1.27K
- 4.08%
$93.15 - $96.56 $118K - $122K
29.7K $2.84M
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.19%
$128.02 - $151.37 $1.28K - $1.51K
5.18K $683K
FTV
Fortive Corp

Technology
-15
- 0.34%
$52.13 - $74.29 $782 - $1.11K
4.41K $229K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-111
- 2.92%
$90.21 - $112.66 $10K - $12.5K
3.69K $336K
ALL
Allstate Corp

Financial Services
-243
- 3.29%
$180.53 - $212.64 $43.9K - $51.7K
7.15K $1.44M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-3.15K
- 6.44%
$21.37 - $22.67 $67.3K - $71.4K
45.8K $1.03M
MRK
Merck & Co., Inc.

Healthcare
-55
- 0.95%
$73.47 - $87.12 $4.04K - $4.79K
5.73K $453K
CMF
Ishares California Muni Bond E

ETFs
-1.05K
- 8.97%
$54.52 - $56.7 $57.2K - $59.5K
10.7K $593K
SUB
Ishares Short Term National Mu

ETFs
-665
- 5.83%
$104.77 - $106.34 $69.7K - $70.7K
10.7K $1.14M
MCD
Mcdonalds Corp

Consumer Cyclical
-60
- 3.02%
$285.55 - $321.23 $17.1K - $19.3K
1.93K $562K
T
At&T Inc.

Communication Services
-1.86K
- 8.5%
$26.33 - $28.94 $49K - $53.8K
20K $579K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 3.48%
$335.24 - $380.78 $33.5K - $38.1K
2.77K $1.02M
XLB
Select Sector Spdr Fd Material

ETFs
-812
- 6.33%
$74.27 - $88.92 $60.3K - $72.2K
12K $1.06M
PLD
Prologis, Inc.

Real Estate
-15
- 0.3%
$89.76 - $112.34 $1.35K - $1.69K
5.01K $526K
KO
Coca Cola CO

Consumer Defensive
-132
- 0.5%
$68.37 - $73.9 $9.02K - $9.75K
26.1K $1.85M
SBUX
Starbucks Corp

Consumer Cyclical
-127
- 4.84%
$79.69 - $99.41 $10.1K - $12.6K
2.5K $228K
XLP
Consumer Staples Sector Spdr

ETFs
-348
- 2.21%
N/A
15.4K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-375
- 2.91%
$119.13 - $135.03 $44.7K - $50.6K
12.5K $1.55M
CMCSA
Comcast Corp

Communication Services
-185
- 1.29%
$32.84 - $36.72 $6.08K - $6.79K
14.2K $506K
VIG
Vanguard Dividend Appreciation

ETFs
-115
- 3.22%
N/A
3.46K $629K
UNP
Union Pacific Corp

Industrials
-15
- 1.33%
$208.27 - $238.46 $3.12K - $3.58K
1.12K $256K
USB
Us Bancorp \De\

Financial Services
-585
- 9.01%
$36.4 - $45.76 $21.3K - $26.8K
5.91K $267K
D
Dominion Energy, Inc

Utilities
-70
- 1.67%
$49.66 - $58.0 $3.48K - $4.06K
4.12K $232K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-56
- 0.34%
$37.08 - $42.26 $2.08K - $2.37K
16.4K $679K
ABC
Amerisourcebergen Corp

Healthcare
-10
- 0.58%
N/A
1.73K $319K
ADP
Automatic Data Processing Inc

Industrials
-31
- 0.95%
$276.76 - $326.81 $8.58K - $10.1K
3.24K $997K
Reddit Inc
-5.38K
- 44.95%
N/A
6.59K $0
Jacobs Solutions Inc
-25
- 0.71%
N/A
3.5K $0
Blackrock Inc
-170
- 20.12%
N/A
675 $0
FLCH
Franklin Templeton ETF Tr

ETFs
-500
- 1.16%
$17.74 - $21.96 $8.87K - $11K
42.6K $923K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-540
- 0.69%
$51.68 - $52.76 $27.9K - $28.5K
78.1K $4.12M
CVS
Cvs Health Corp

Healthcare
-60
- 0.69%
$60.04 - $70.18 $3.6K - $4.21K
8.61K $593K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-100
- 0.13%
$82.21 - $83.12 $8.22K - $8.31K
75.6K $6.26M
AMT
American Tower Corp

Real Estate
-11
- 0.42%
$203.96 - $228.19 $2.24K - $2.51K
2.62K $579K
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
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