Boltwood Capital Management

Boltwood Capital Management as of March 31, 2025

Portfolio Holdings for Boltwood Capital Management

Boltwood Capital Management holds 170 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.0 $23M 1.2M 19.78
Flexshares Tr Iboxx 3r Targt (TDTT) 4.8 $16M 643k 24.38
Flexshares Tr Hig Yld Vl Etf (HYGV) 3.9 $13M 316k 40.38
Ishares Tr Mbs Etf (MBB) 3.8 $13M 134k 93.78
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.4 $11M 96k 118.14
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $10M 282k 36.41
Flexshares Tr Discp Dur Mbs (MBSD) 2.4 $8.0M 389k 20.65
Apple (AAPL) 2.3 $7.6M 34k 222.13
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $6.7M 114k 58.35
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $6.6M 240k 27.57
Microsoft Corporation (MSFT) 1.9 $6.4M 17k 375.39
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.9 $6.3M 76k 82.73
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $5.9M 57k 104.57
NVIDIA Corporation (NVDA) 1.6 $5.4M 50k 108.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.6 $5.3M 67k 78.89
Select Sector Spdr Tr Technology (XLK) 1.6 $5.3M 26k 206.48
Flexshares Tr Mornstar Upstr (GUNR) 1.6 $5.1M 132k 38.81
Flexshares Tr Stoxx Globr Inf (NFRA) 1.4 $4.6M 81k 57.64
Flexshares Tr Glb Qlt R/e Idx (GQRE) 1.4 $4.5M 77k 57.95
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $4.4M 112k 39.37
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $4.1M 79k 52.37
JPMorgan Chase & Co. (JPM) 1.2 $4.0M 16k 245.30
Flexshares Tr Cr Scd Us Bd (SKOR) 1.2 $4.0M 83k 48.33
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.8M 25k 154.64
Chevron Corporation (CVX) 1.2 $3.8M 23k 167.29
Amazon (AMZN) 0.9 $3.0M 16k 190.26
Exxon Mobil Corporation (XOM) 0.9 $3.0M 25k 118.93
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $3.0M 31k 95.37
Lowe's Companies (LOW) 0.9 $2.9M 13k 233.23
Abbott Laboratories (ABT) 0.9 $2.9M 22k 132.65
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.8 $2.7M 51k 53.25
Caterpillar (CAT) 0.8 $2.7M 8.2k 329.80
Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.7M 33k 81.73
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $2.7M 18k 146.01
Meta Platforms Cl A (META) 0.8 $2.5M 4.4k 576.36
salesforce (CRM) 0.8 $2.5M 9.3k 268.36
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.7 $2.4M 12k 197.46
Procter & Gamble Company (PG) 0.7 $2.4M 14k 170.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $2.3M 106k 21.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $2.2M 96k 23.43
Intercontinental Exchange (ICE) 0.7 $2.2M 13k 172.50
Select Sector Spdr Tr Energy (XLE) 0.7 $2.2M 23k 93.45
Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.6 $2.1M 97k 22.05
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $2.1M 79k 26.20
Select Sector Spdr Tr Financial (XLF) 0.6 $2.0M 41k 49.81
American Express Company (AXP) 0.6 $2.0M 7.3k 269.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.9M 32k 60.66
Coca-Cola Company (KO) 0.6 $1.9M 26k 71.62
Flexshares Tr Flexshares Ultra (RAVI) 0.6 $1.8M 24k 75.58
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.5 $1.8M 66k 27.26
Select Sector Spdr Tr Indl (XLI) 0.5 $1.8M 14k 131.07
Wal-Mart Stores (WMT) 0.5 $1.7M 20k 87.79
Select Sector Spdr Tr Communication (XLC) 0.5 $1.7M 18k 96.45
Eli Lilly & Co. (LLY) 0.5 $1.7M 2.0k 825.91
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.6M 18k 91.03
TJX Companies (TJX) 0.5 $1.6M 13k 121.80
Allstate Corporation (ALL) 0.5 $1.5M 7.4k 207.07
Abbvie (ABBV) 0.4 $1.5M 7.0k 209.52
Oracle Corporation (ORCL) 0.4 $1.4M 10k 139.81
Pfizer (PFE) 0.4 $1.4M 57k 25.34
Kla Corp Com New (KLAC) 0.4 $1.4M 2.1k 679.80
Costco Wholesale Corporation (COST) 0.4 $1.4M 1.5k 945.78
Walt Disney Company (DIS) 0.4 $1.3M 13k 98.70
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $1.3M 16k 81.67
Reddit Cl A (RDDT) 0.4 $1.3M 12k 104.90
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.4 $1.2M 23k 52.52
Wells Fargo & Company (WFC) 0.4 $1.2M 17k 71.79
Mastercard Incorporated Cl A (MA) 0.4 $1.2M 2.2k 548.12
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 11k 105.60
Blackstone Group Inc Com Cl A (BX) 0.4 $1.2M 8.5k 139.78
Marsh & McLennan Companies (MMC) 0.3 $1.1M 4.6k 244.03
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.3 $1.1M 49k 22.57
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $1.1M 13k 85.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.1M 2.1k 532.58
Home Depot (HD) 0.3 $1.1M 2.9k 366.49
Ishares Tr Ultra Short-term (ICSH) 0.3 $1.0M 20k 50.70
Automatic Data Processing (ADP) 0.3 $998k 3.3k 305.53
Ishares Tr Msci India Etf (INDA) 0.3 $972k 19k 51.48
Raytheon Technologies Corp (RTX) 0.3 $937k 7.1k 132.46
Microchip Technology (MCHP) 0.3 $933k 19k 48.41
Franklin Templeton Etf Tr Ftse China (FLCH) 0.3 $920k 43k 21.36
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $908k 21k 43.64
Mondelez Intl Cl A (MDLZ) 0.3 $907k 13k 67.85
Danaher Corporation (DHR) 0.3 $901k 4.4k 205.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $895k 3.3k 274.84
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $851k 11k 78.85
Cme (CME) 0.3 $822k 3.1k 265.29
Blackrock (BLK) 0.2 $800k 845.00 946.48
Pepsi (PEP) 0.2 $778k 5.2k 149.94
Ishares Tr Msci China Etf (MCHI) 0.2 $725k 13k 54.40
Adobe Systems Incorporated (ADBE) 0.2 $716k 1.9k 383.53
Cisco Systems (CSCO) 0.2 $706k 11k 61.71
Advanced Micro Devices (AMD) 0.2 $701k 6.8k 102.74
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $693k 3.6k 193.99
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $689k 17k 41.85
Chipotle Mexican Grill (CMG) 0.2 $675k 13k 50.21
International Business Machines (IBM) 0.2 $669k 2.7k 248.66
Palo Alto Networks (PANW) 0.2 $668k 3.9k 170.64
Honeywell International (HON) 0.2 $660k 3.1k 211.75
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $659k 12k 56.28
Ishares Tr Glb Infrastr Etf (IGF) 0.2 $627k 12k 54.67
McDonald's Corporation (MCD) 0.2 $620k 2.0k 312.37
Analog Devices (ADI) 0.2 $619k 3.1k 201.67
At&t (T) 0.2 $619k 22k 28.28
Boeing Company (BA) 0.2 $618k 3.6k 170.55
Charles Schwab Corporation (SCHW) 0.2 $604k 7.7k 78.28
Tapestry (TPR) 0.2 $596k 8.5k 70.41
CVS Caremark Corporation (CVS) 0.2 $587k 8.7k 67.75
Johnson & Johnson (JNJ) 0.2 $574k 3.5k 165.84
American Tower Reit (AMT) 0.2 $573k 2.6k 217.60
Prologis (PLD) 0.2 $562k 5.0k 111.79
Norfolk Southern (NSC) 0.2 $551k 2.3k 236.85
Comcast Corp Cl A (CMCSA) 0.2 $530k 14k 36.90
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $526k 18k 28.58
Nextera Energy (NEE) 0.2 $525k 7.4k 70.89
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $520k 12k 43.70
Merck & Co (MRK) 0.2 $519k 5.8k 89.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $512k 5.7k 90.54
Tesla Motors (TSLA) 0.2 $508k 2.0k 259.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $495k 11k 45.26
AmerisourceBergen (COR) 0.1 $483k 1.7k 278.09
Ishares Msci Taiwan Etf (EWT) 0.1 $480k 10k 47.48
Franklin Templeton Etf Tr Ftse Taiwan (FLTW) 0.1 $473k 11k 43.23
GSK Sponsored Adr (GSK) 0.1 $464k 12k 38.74
Zimmer Holdings (ZBH) 0.1 $430k 3.8k 113.18
Ishares Tr Msci Uk Etf New (EWU) 0.1 $427k 11k 37.47
Johnson Ctls Intl SHS (JCI) 0.1 $426k 5.3k 80.11
Jacobs Engineering Group (J) 0.1 $426k 3.5k 120.89
Paypal Holdings (PYPL) 0.1 $413k 6.3k 65.25
Bank Of Montreal Cadcom (BMO) 0.1 $413k 4.3k 95.51
Freeport-mcmoran CL B (FCX) 0.1 $413k 11k 37.86
Truist Financial Corp equities (TFC) 0.1 $409k 10k 41.15
Broadcom (AVGO) 0.1 $404k 2.4k 167.43
Alphabet Cap Stk Cl C (GOOG) 0.1 $402k 2.6k 156.23
Ishares Msci Jpn Etf New (EWJ) 0.1 $379k 5.5k 68.56
Accenture Plc Ireland Shs Class A (ACN) 0.1 $357k 1.1k 312.04
Moody's Corporation (MCO) 0.1 $352k 755.00 465.69
3M Company (MMM) 0.1 $333k 2.3k 146.86
Crowdstrike Hldgs Cl A (CRWD) 0.1 $327k 926.00 352.58
Ishares Msci France Etf (EWQ) 0.1 $324k 8.2k 39.80
Fortive (FTV) 0.1 $324k 4.4k 73.18
Bristol Myers Squibb (BMY) 0.1 $320k 5.2k 60.99
Vanguard World Inf Tech Etf (VGT) 0.1 $315k 581.00 542.38
Philip Morris International (PM) 0.1 $314k 2.0k 158.73
Ishares Tr Residential Mult (REZ) 0.1 $311k 3.6k 86.42
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $310k 3.0k 103.47
Franklin Templeton Etf Tr Ftse South Korea (FLKR) 0.1 $303k 17k 18.34
Vanguard World Comm Srvc Etf (VOX) 0.1 $297k 2.0k 148.39
Verizon Communications (VZ) 0.1 $290k 6.4k 45.36
Ishares Msci Switzerland (EWL) 0.1 $286k 5.5k 51.79
Cdw (CDW) 0.1 $281k 1.8k 160.26
Becton, Dickinson and (BDX) 0.1 $279k 1.2k 229.06
Servicenow (NOW) 0.1 $279k 350.00 796.14
Us Bancorp Del Com New (USB) 0.1 $274k 6.5k 42.22
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.1 $268k 9.1k 29.40
Union Pacific Corporation (UNP) 0.1 $267k 1.1k 236.24
Ishares Msci Germany Etf (EWG) 0.1 $265k 7.2k 37.08
Starbucks Corporation (SBUX) 0.1 $257k 2.6k 98.09
Eaton Corp SHS (ETN) 0.1 $257k 945.00 271.83
Ishares Msci Cda Etf (EWC) 0.1 $254k 6.2k 40.75
Vanguard World Consum Dis Etf (VCR) 0.1 $249k 764.00 325.51
Goldman Sachs (GS) 0.1 $238k 435.00 546.29
Halliburton Company (HAL) 0.1 $238k 9.4k 25.37
Ge Aerospace Com New (GE) 0.1 $237k 1.2k 200.15
Dominion Resources (D) 0.1 $235k 4.2k 56.07
Vanguard World Financials Etf (VFH) 0.1 $235k 2.0k 119.47
Vanguard World Energy Etf (VDE) 0.1 $222k 1.7k 129.71
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.1 $215k 3.5k 62.00
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $208k 2.1k 98.92
Banco Santander Adr (SAN) 0.0 $74k 11k 6.70