Boltwood Capital Management has filed its 13F form on July 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $319 Million distributed in 166 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 $23.2M, Ishares Tr with a value of $12.6M, Flexshares Tr High Yield Value with a value of $11.9M, Flexshares Tr Iboxx 3 Yr Targe with a value of $11.8M, and Ishares Barclays 3 7 Yr Treas with a value of $10.5M.
Examining the 13F form we can see an decrease of $2.31M in the current position value, from $321M to 319M.
Below you can find more details about Boltwood Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$319 Million
ETFs: $209 Million
Technology: $35.6 Million
Financial Services: $16.5 Million
Healthcare: $11.7 Million
Consumer Cyclical: $10.6 Million
Communication Services: $10.1 Million
Consumer Defensive: $8.81 Million
Industrials: $7.65 Million
Other: $9.47 Million
Stock Holdings Table Market Cap. of $200 Billions or more