The Analysis of Boltwood Capital Management's Holdings
Currently, Boltwood Capital Management holds 182 types of securities in its portfolio with a total value $384.6M. In the most recent quarter, they have increased their positions in XLK (+27.2K shares, valued at $3.9M), XLY (+12.6K shares, valued at $1.5M), TDTT (+49.6K shares, valued at $1.2M); decreased their positions in MBSD (-23.3K shares, valued at $483.3K), HON (-1.6K shares, valued at $320.9K), ABT (-1.8K shares, valued at $222.6K); initiated new positions in N/A (+2.2K shares, valued at $278.2K), EMR (+1.9K shares, valued at $256.0K), NUE (+1.5K shares, valued at $239.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHF SCHWAB STRATEGIC TR1.1M shares-0.07%2025-12-312026-01-02
TDTT FLEXSHARES TR788.7K shares6.70%2025-12-312026-01-02 MBB ISHARES TR130.7K shares1.47%2025-12-312026-01-02 SPDW SPDR INDEX SHS FDS275.3K shares-0.49%2025-12-312026-01-02 HYGV FLEXSHARES TR293.9K shares3.10%2025-12-312026-01-02 IEI ISHARES TR98.3K shares2.59%2025-12-312026-01-02 AAPL APPLE INC36.4K shares-0.05%2025-12-312026-01-02 NVDA NVIDIA CORPORATION51.5K shares-0.07%2025-12-312026-01-02 MSFT MICROSOFT CORP18.3K shares0.87%2025-12-312026-01-02 ALPHABET INC ALPHABET INC26.3K shares1.18%2025-12-312026-01-02 SCHE SCHWAB STRATEGIC TR241.7K shares-0.09%2025-12-312026-01-02 XLK SELECT SECTOR SPDR TR54.1K shares101.11%2025-12-312026-01-02 IJH ISHARES TR117.0K shares1.27%2025-12-312026-01-02 HYG ISHARES TR90.0K shares2.35%2025-12-312026-01-02 IJR ISHARES TR56.6K shares0.90%2025-12-312026-01-02 SHY ISHARES TR79.0K shares3.02%2025-12-312026-01-02 MBSD FLEXSHARES TR312.0K shares-6.94%2025-12-312026-01-02 JPM JPMORGAN CHASE & CO.16.9K shares-0.58%2025-12-312026-01-02 GUNR FLEXSHARES TR115.7K shares-1.27%2025-12-312026-01-02 SPEM SPDR INDEX SHS FDS110.8K shares-0.10%2025-12-312026-01-02 NFRA FLEXSHARES TR82.3K shares1.51%2025-12-312026-01-02 GQRE FLEXSHARES TR81.5K shares2.87%2025-12-312026-01-02 CAT CATERPILLAR INC7.8K shares-1.44%2025-12-312026-01-02 IGSB ISHARES TR82.4K shares2.46%2025-12-312026-01-02 SPMB SPDR SERIES TRUST184.2K shares17.59%2025-12-312026-01-02 AMZN AMAZON COM INC17.4K shares1.85%2025-12-312026-01-02 SKOR FLEXSHARES TR79.3K shares0.46%2025-12-312026-01-02 CVX CHEVRON CORP NEW22.8K shares0.13%2025-12-312026-01-02 SCHA SCHWAB STRATEGIC TR114.6K shares1.10%2025-12-312026-01-02 META META PLATFORMS INC4.7K shares1.59%2025-12-312026-01-02 EFA ISHARES TR32.1K shares-0.11%2025-12-312026-01-02 XOM EXXON MOBIL CORP25.3K shares0.04%2025-12-312026-01-02 XLY SELECT SECTOR SPDR TR25.1K shares100.81%2025-12-312026-01-02 LOW LOWES COS INC12.1K shares-1.24%2025-12-312026-01-02 XLV SELECT SECTOR SPDR TR18.8K shares1.28%2025-12-312026-01-02 IEF ISHARES TR28.9K shares1.41%2025-12-312026-01-02 SCHM SCHWAB STRATEGIC TR91.0K shares2.49%2025-12-312026-01-02 SCHB SCHWAB STRATEGIC TR103.3K shares-2.31%2025-12-312026-01-02 GNR SPDR INDEX SHS FDS42.6K shares-4.97%2025-12-312026-01-02 AXP AMERICAN EXPRESS CO7.1K shares-1.35%2025-12-312026-01-02 ABT ABBOTT LABS19.9K shares-8.20%2025-12-312026-01-02 CRM SALESFORCE INC9.2K shares-0.92%2025-12-312026-01-02 XLF SELECT SECTOR SPDR TR44.1K shares1.37%2025-12-312026-01-02 KLAC KLA CORP2.0K shares0.82%2025-12-312026-01-02 XLC SELECT SECTOR SPDR TR19.3K shares3.17%2025-12-312026-01-02 XLI SELECT SECTOR SPDR TR13.8K shares1.13%2025-12-312026-01-02 WMT WALMART INC18.9K shares-2.85%2025-12-312026-01-02 VEU VANGUARD INTL EQUITY INDEX F28.2K shares-3.34%2025-12-312026-01-02 LLY ELI LILLY & CO1.9K shares-2.48%2025-12-312026-01-02 ICE INTERCONTINENTAL EXCHANGE IN12.2K shares-2.46%2025-12-312026-01-02 PG PROCTER AND GAMBLE CO13.6K shares-1.69%2025-12-312026-01-02 ORCL ORACLE CORP9.9K shares-0.94%2025-12-312026-01-02 XLE SELECT SECTOR SPDR TR43.1K shares98.25%2025-12-312026-01-02 SPTL SPDR SERIES TRUST72.3K shares0.31%2025-12-312026-01-02 TJX TJX COS INC NEW12.1K shares-1.24%2025-12-312026-01-02 KO COCA COLA CO26.4K shares0.15%2025-12-312026-01-02 AMD ADVANCED MICRO DEVICES INC8.2K shares1.39%2025-12-312026-01-02 TLT ISHARES TR19.1K shares8.41%2025-12-312026-01-02 WFC WELLS FARGO CO NEW17.2K shares-0.26%2025-12-312026-01-02 ABBV ABBVIE INC6.9K shares-0.23%2025-12-312026-01-02 RTX RTX CORPORATION8.5K shares0.51%2025-12-312026-01-02 RAVI FLEXSHARES TR20.1K shares-1.95%2025-12-312026-01-02 DIS DISNEY WALT CO13.0K shares-3.23%2025-12-312026-01-02 ALL ALLSTATE CORP7.0K shares-1.47%2025-12-312026-01-02 PFE PFIZER INC58.2K shares-0.11%2025-12-312026-01-02 MA MASTERCARD INCORPORATED2.5K shares-0.97%2025-12-312026-01-02 COST COSTCO WHSL CORP NEW1.6K shares3.40%2025-12-312026-01-02 IGIB ISHARES TR24.5K shares2.66%2025-12-312026-01-02 SUB ISHARES TR11.9K shares3.67%2025-12-312026-01-02 STIP ISHARES TR12.0K shares26.58%2025-12-312026-01-02 XLP SELECT SECTOR SPDR TR15.8K shares0.70%2025-12-312026-01-02 BROADCOM INC BROADCOM INC3.5K shares2.34%2025-12-312026-01-02 RWO SPDR INDEX SHS FDS26.2K shares5.66%2025-12-312026-01-02 SPTI SPDR SERIES TRUST40.9K shares0.00%2025-12-312026-01-02 MCHI ISHARES TR17.5K shares0.72%2025-12-312026-01-02 INDA ISHARES TR19.2K shares-1.03%2025-12-312026-01-02 ICSH ISHARES TR20.5K shares-2.60%2025-12-312026-01-02 SPLB SPDR SERIES TRUST45.2K shares-1.20%2025-12-312026-01-02 VTI VANGUARD INDEX FDS3.0K shares-3.10%2025-12-312026-01-02 FLCH FRANKLIN TEMPLETON ETF TR42.8K shares0.47%2025-12-312026-01-02 DHR DANAHER CORPORATION4.4K shares-0.34%2025-12-312026-01-02 TPR TAPESTRY INC7.7K shares-5.31%2025-12-312026-01-02 HD HOME DEPOT INC2.8K shares2.90%2025-12-312026-01-02 XLB SELECT SECTOR SPDR TR21.1K shares91.76%2025-12-312026-01-02 TSLA TESLA INC2.1K shares1.19%2025-12-312026-01-02 MCHP MICROCHIP TECHNOLOGY INC.14.5K shares-3.08%2025-12-312026-01-02 XLU SELECT SECTOR SPDR TR21.2K shares100.94%2025-12-312026-01-02 CSCO CISCO SYS INC11.7K shares-0.34%2025-12-312026-01-02 JNJ JOHNSON & JOHNSON4.3K shares1.28%2025-12-312026-01-02 ALPHABET INC ALPHABET INC2.8K shares1.48%2025-12-312026-01-02 CME CME GROUP INC3.1K shares0.16%2025-12-312026-01-02 BA BOEING CO3.8K shares3.93%2025-12-312026-01-02 MMC MARSH & MCLENNAN COS INC4.5K shares-1.19%2025-12-312026-01-02 ADP AUTOMATIC DATA PROCESSING IN3.2K shares0.16%2025-12-312026-01-02 IGF ISHARES TR13.3K shares4.06%2025-12-312026-01-02 ADI ANALOG DEVICES INC2.9K shares1.19%2025-12-312026-01-02 SCHW SCHWAB CHARLES CORP7.8K shares-0.89%2025-12-312026-01-02 FLTW FRANKLIN TEMPLETON ETF TR12.7K shares0.40%2025-12-312026-01-02 IBM INTERNATIONAL BUSINESS MACHS2.6K shares-0.77%2025-12-312026-01-02 VIG VANGUARD SPECIALIZED FUNDS3.4K shares-0.21%2025-12-312026-01-02 PEP PEPSICO INC5.2K shares-0.48%2025-12-312026-01-02 PANW PALO ALTO NETWORKS INC3.9K shares-0.48%2025-12-312026-01-02 MDLZ MONDELEZ INTL INC13.1K shares-4.27%2025-12-312026-01-02 CVS CVS HEALTH CORP8.8K shares0.74%2025-12-312026-01-02 NSC NORFOLK SOUTHN CORP2.4K shares-2.78%2025-12-312026-01-02 RDDT REDDIT INC3.0K shares0.00%2025-12-312026-01-02 CMF ISHARES TR11.7K shares7.39%2025-12-312026-01-02 ADBE ADOBE INC1.9K shares-1.48%2025-12-312026-01-02 PLD PROLOGIS INC.5.1K shares0.30%2025-12-312026-01-02 EEM ISHARES TR11.8K shares-0.63%2025-12-312026-01-02 XLRE SELECT SECTOR SPDR TR15.7K shares-2.90%2025-12-312026-01-02 EWT ISHARES INC9.9K shares2.59%2025-12-312026-01-02 EWU ISHARES TR13.5K shares5.47%2025-12-312026-01-02 GSK PLC GSK PLC12.0K shares-0.12%2025-12-312026-01-02 VWO VANGUARD INTL EQUITY INDEX F10.9K shares0.00%2025-12-312026-01-02 MCD MCDONALDS CORP1.9K shares0.47%2025-12-312026-01-02 CENCORA INC CENCORA INC1.7K shares-1.03%2025-12-312026-01-02 NEE NEXTERA ENERGY INC7.1K shares-2.11%2025-12-312026-01-02 BMO BANK MONTREAL QUE4.4K shares0.00%2025-12-312026-01-02 FLKR FRANKLIN TEMPLETON ETF TR17.0K shares1.19%2025-12-312026-01-02 JCI JOHNSON CTLS INTL PLC4.3K shares-5.96%2025-12-312026-01-02 FCX FREEPORT-MCMORAN INC9.9K shares-3.50%2025-12-312026-01-02 VNQ VANGUARD INDEX FDS5.7K shares0.00%2025-12-312026-01-02 T AT&T INC19.8K shares-1.39%2025-12-312026-01-02 J JACOBS SOLUTIONS INC3.5K shares0.00%2025-12-312026-01-02 EWJ ISHARES INC5.6K shares7.66%2025-12-312026-01-02 AMT AMERICAN TOWER CORP NEW2.5K shares-2.67%2025-12-312026-01-02 EWQ ISHARES INC9.7K shares3.21%2025-12-312026-01-02 FLJP FRANKLIN TEMPLETON ETF TR12.3K shares0.41%2025-12-312026-01-02 CRWD CROWDSTRIKE HLDGS INC880 shares-2.76%2025-12-312026-01-02 VGT VANGUARD WORLD FD544 shares-0.55%2025-12-312026-01-02 GS GOLDMAN SACHS GROUP INC455 shares1.11%2025-12-312026-01-02 PYPL PAYPAL HLDGS INC6.8K shares-3.97%2025-12-312026-01-02 EWY ISHARES INC4.0K shares0.00%2025-12-312026-01-02 NFLX NETFLIX INC4.1K shares1364.29%2025-12-312026-01-02 VOX VANGUARD WORLD FD1.9K shares-2.65%2025-12-312026-01-02 EWG ISHARES INC8.6K shares3.61%2025-12-312026-01-02 EWL ISHARES INC6.1K shares3.40%2025-12-312026-01-02 MMM 3M CO2.2K shares0.00%2025-12-312026-01-02 MCO MOODYS CORP700 shares-2.78%2025-12-312026-01-02 GE AEROSPACE GE AEROSPACE1.2K shares-0.86%2025-12-312026-01-02 ZBH ZIMMER BIOMET HOLDINGS INC3.9K shares3.87%2025-12-312026-01-02 EWC ISHARES INC6.0K shares7.56%2025-12-312026-01-02 HON HONEYWELL INTL INC1.6K shares-50.21%2025-12-312026-01-02 USB US BANCORP DEL5.8K shares-1.68%2025-12-312026-01-02 PM PHILIP MORRIS INTL INC1.9K shares0.00%2025-12-312026-01-02 REZ ISHARES TR3.6K shares0.00%2025-12-312026-01-02 NOW SERVICENOW INC1.9K shares433.24%2025-12-312026-01-02 BMY BRISTOL-MYERS SQUIBB CO5.2K shares-3.79%2025-12-312026-01-02 KKR & CO INC KKR & CO INC2.2K sharesnew addition2025-12-312026-01-02 VCR VANGUARD WORLD FD700 shares0.00%2025-12-312026-01-02 VZ VERIZON COMMUNICATIONS INC6.7K shares0.76%2025-12-312026-01-02 CMG CHIPOTLE MEXICAN GRILL INC7.3K shares-42.68%2025-12-312026-01-02 VFH VANGUARD WORLD FD2.0K shares-1.25%2025-12-312026-01-02 INTC INTEL CORP7.0K shares0.71%2025-12-312026-01-02 EMR EMERSON ELEC CO1.9K sharesnew addition2025-12-312026-01-02 UNP UNION PAC CORP1.1K shares0.00%2025-12-312026-01-02 EZA ISHARES INC3.6K shares0.00%2025-12-312026-01-02 GII SPDR INDEX SHS FDS3.5K shares0.00%2025-12-312026-01-02 FTV FORTIVE CORP4.4K shares0.91%2025-12-312026-01-02 D DOMINION ENERGY INC4.1K shares0.00%2025-12-312026-01-02 NUE NUCOR CORP1.5K sharesnew addition2025-12-312026-01-02 MUB ISHARES TR2.2K shares15.93%2025-12-312026-01-02 HAL HALLIBURTON CO8.3K shares-7.65%2025-12-312026-01-02 MEDTRONIC PLC MEDTRONIC PLC2.4K sharesnew addition2025-12-312026-01-02 INTU INTUIT349 sharesnew addition2025-12-312026-01-02 ASML ASML HOLDING N V205 sharesnew addition2025-12-312026-01-02 VDE VANGUARD WORLD FD1.7K shares-1.98%2025-12-312026-01-02 PLTR PALANTIR TECHNOLOGIES INC1.2K shares2.08%2025-12-312026-01-02 TFC TRUIST FINL CORP4.3K shares-5.32%2025-12-312026-01-02 AGG ISHARES TR2.1K shares0.00%2025-12-312026-01-02 SBUX STARBUCKS CORP2.5K shares0.40%2025-12-312026-01-02 V VISA INC575 sharesnew addition2025-12-312026-01-02 BIIB BIOGEN INC1.1K sharesnew addition2025-12-312026-01-02 SAN BANCO SANTANDER S.A.11.0K shares0.00%2025-12-312026-01-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available