Boltwood Capital Management Portfolio Holdings
Boltwood Capital Management
- $336 Million
- Q3 2024
Boltwood Capital Management has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $336 Million distributed in 174 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 $24.3M, Flexshares Tr High Yield Value with a value of $13M, Flexshares Tr Iboxx 3 Yr Targe with a value of $12.9M, Ishares Tr with a value of $12.8M, and Ishares Barclays 3 7 Yr Treas with a value of $11M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $319M to 336M.
Below you can find more details about Boltwood Capital Management portfolio as well as his latest detailed transactions.
Portfolio value
$336 Million
ETFs: $221 Million
Technology: $36 Million
Financial Services: $18.1 Million
Healthcare: $12.1 Million
Consumer Cyclical: $11.7 Million
Communication Services: $9.63 Million
Consumer Defensive: $8.9 Million
Industrials: $8.84 Million
Other: $9.47 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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