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Boltwood Capital Management

Q1 2025 · 13F-HR

Boltwood Capital Managementholdings as filed

Filed 2025-04-10 · accession 0001563690-25-000005

$328.9M
Reported value
170
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524805SCHFSCHWAB STRATEGIC TR$23.1M7.03%1,168,766CommonSOLE
33939L506TDTTFLEXSHARES TR$15.7M4.77%643,334CommonSOLE
33939L662HYGVFLEXSHARES TR$12.7M3.87%315,636CommonSOLE
464288588MBBISHARES TR$12.6M3.82%133,985CommonSOLE
464288661IEIISHARES TR$11.3M3.44%95,868CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$10.3M3.12%281,730CommonSOLE
33939L779MBSDFLEXSHARES TR$8.0M2.44%389,178CommonSOLE
037833100AAPLAPPLE INC$7.6M2.30%34,106CommonSOLE
464287507IJHISHARES TR$6.7M2.02%114,075CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$6.6M2.01%239,959CommonSOLE
594918104MSFTMICROSOFT CORP$6.4M1.94%16,990CommonSOLE
464287457SHYISHARES TR$6.3M1.90%75,660CommonSOLE
464287804IJRISHARES TR$5.9M1.80%56,626CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.4M1.63%49,506CommonSOLE
464288513HYGISHARES TR$5.3M1.62%67,400CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$5.3M1.60%25,493CommonSOLE
33939L407GUNRFLEXSHARES TR$5.1M1.56%131,972CommonSOLE
33939L795NFRAFLEXSHARES TR$4.6M1.41%80,530CommonSOLE
33939L787GQREFLEXSHARES TR$4.5M1.35%76,867CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$4.4M1.34%111,710CommonSOLE
464288646IGSBISHARES TR$4.1M1.25%78,652CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$4.0M1.23%16,435CommonSOLE
33939L761SKORFLEXSHARES TR$4.0M1.22%82,922CommonSOLE
02079K305GOOGLALPHABET INC$3.8M1.16%24,630CommonSOLE
166764100CVXCHEVRON CORP NEW$3.8M1.16%22,715CommonSOLE
023135106AMZNAMAZON COM INC$3.0M0.92%15,861CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.0M0.91%25,150CommonSOLE
464287440IEFISHARES TR$3.0M0.90%30,967CommonSOLE
548661107LOWLOWES COS INC$2.9M0.89%12,493CommonSOLE
002824100ABTABBOTT LABS$2.9M0.87%21,677CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$2.7M0.82%50,865CommonSOLE
149123101CATCATERPILLAR INC$2.7M0.82%8,195CommonSOLE
464287465EFAISHARES TR$2.7M0.81%32,722CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.7M0.81%18,156CommonSOLE
30303M102METAMETA PLATFORMS INC$2.5M0.76%4,359CommonSOLE
79466L302CRMSALESFORCE INC$2.5M0.76%9,265CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$2.4M0.74%12,284CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.4M0.72%13,982CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$2.3M0.70%106,260CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$2.2M0.68%95,738CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.2M0.68%12,886CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$2.2M0.66%23,146CommonSOLE
78464A383SPMBSPDR SER TR$2.1M0.65%96,583CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.63%78,973CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$2.0M0.62%40,627CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.0M0.60%7,298CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.9M0.59%31,974CommonSOLE
191216100KOCOCA COLA CO$1.9M0.57%26,255CommonSOLE
33939L886RAVIFLEXSHARES TR$1.8M0.55%23,956CommonSOLE
78464A664SPTLSPDR SER TR$1.8M0.54%65,490CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$1.8M0.54%13,471CommonSOLE
931142103WMTWALMART INC$1.7M0.53%19,886CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.7M0.52%17,786CommonSOLE
532457108LLYELI LILLY & CO$1.7M0.50%2,005CommonSOLE
464287432TLTISHARES TR$1.6M0.49%17,835CommonSOLE
872540109TJXTJX COS INC NEW$1.6M0.48%12,901CommonSOLE
020002101ALLALLSTATE CORP$1.5M0.47%7,397CommonSOLE
00287Y109ABBVABBVIE INC$1.5M0.45%7,000CommonSOLE
68389X105ORCLORACLE CORP$1.4M0.44%10,370CommonSOLE
717081103PFEPFIZER INC$1.4M0.44%56,649CommonSOLE
482480100KLACKLA CORP$1.4M0.42%2,050CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.42%1,464CommonSOLE
254687106DISDISNEY WALT CO$1.3M0.40%13,383CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$1.3M0.39%15,761CommonSOLE
75734B100RDDTREDDIT INC$1.3M0.38%11,972CommonSOLE
464288638IGIBISHARES TR$1.2M0.37%23,445CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.37%16,900CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.37%2,204CommonSOLE
464288158SUBISHARES TR$1.2M0.37%11,400CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.36%8,489CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.1M0.34%4,622CommonSOLE
78464A367SPLBSPDR SER TR$1.1M0.34%48,950CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.34%12,835CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.33%2,063CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.32%2,870CommonSOLE
46434V878ICSHISHARES TR$1.0M0.31%20,300CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$998,1670.30%3,267CommonSOLE
46429B598INDAISHARES TR$971,6850.30%18,875CommonSOLE
75513E101RTXRTX CORPORATION$936,8900.28%7,073CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$932,5700.28%19,264CommonSOLE
35473P819FLCHFRANKLIN TEMPLETON ETF TR$919,5480.28%43,050CommonSOLE
78463X749RWOSPDR INDEX SHS FDS$908,3670.28%20,815CommonSOLE
609207105MDLZMONDELEZ INTL INC$907,0190.28%13,368CommonSOLE
235851102DHRDANAHER CORPORATION$900,9750.27%4,395CommonSOLE
922908769VTIVANGUARD INDEX FDS$895,1540.27%3,257CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$850,4690.26%10,786CommonSOLE
12572Q105CMECME GROUP INC$822,3990.25%3,100CommonSOLE
09290D101BLKBLACKROCK INC$799,7760.24%845CommonSOLE
713448108PEPPEPSICO INC$777,5890.24%5,186CommonSOLE
46429B671MCHIISHARES TR$724,8800.22%13,325CommonSOLE
00724F101ADBEADOBE INC$716,4340.22%1,868CommonSOLE
17275R102CSCOCISCO SYS INC$705,5300.21%11,433CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$701,4060.21%6,827CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$692,9320.21%3,572CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$688,9060.21%16,461CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$674,5710.21%13,435CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$669,3930.20%2,692CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$668,3970.20%3,917CommonSOLE
438516106HONHONEYWELL INTL INC$659,6010.20%3,115CommonSOLE
464288356CMFISHARES TR$658,4760.20%11,700CommonSOLE
464288372IGFISHARES TR$626,5180.19%11,460CommonSOLE
580135101MCDMCDONALDS CORP$620,0540.19%1,985CommonSOLE
032654105ADIANALOG DEVICES INC$619,1270.19%3,070CommonSOLE
00206R102TAT&T INC$618,9820.19%21,888CommonSOLE
097023105BABOEING CO$618,2440.19%3,625CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$604,0870.18%7,717CommonSOLE
876030107TPRTAPESTRY INC$595,5280.18%8,458CommonSOLE
126650100CVSCVS HEALTH CORP$587,3930.18%8,670CommonSOLE
478160104JNJJOHNSON & JOHNSON$573,4750.17%3,458CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$572,7230.17%2,632CommonSOLE
74340W103PLDPROLOGIS INC.$561,7450.17%5,025CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$551,3870.17%2,328CommonSOLE
20030N101CMCSACOMCAST CORP NEW$530,4010.16%14,374CommonSOLE
78464A672SPTISPDR SER TR$525,8720.16%18,400CommonSOLE
65339F101NEENEXTERA ENERGY INC$525,0820.16%7,407CommonSOLE
464287234EEMISHARES TR$519,9430.16%11,898CommonSOLE
58933Y105MRKMERCK & CO INC$519,0820.16%5,783CommonSOLE
922908553VNQVANGUARD INDEX FDS$512,0940.16%5,656CommonSOLE
88160R101TSLATESLA INC$507,9540.15%1,960CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$495,0540.15%10,938CommonSOLE
03073E105CORCENCORA INC$482,7640.15%1,736CommonSOLE
46434G772EWTISHARES INC$479,5480.15%10,100CommonSOLE
35473P686FLTWFRANKLIN TEMPLETON ETF TR$473,3690.14%10,950CommonSOLE
37733W204GSKGSK PLC$464,4150.14%11,988CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$429,8580.13%3,798CommonSOLE
46435G334EWUISHARES TR$427,1580.13%11,400CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$426,3450.13%5,322CommonSOLE
46982L108JJACOBS SOLUTIONS INC$426,1370.13%3,525CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$413,3590.13%6,335CommonSOLE
063671101BMOBANK MONTREAL QUE$413,0810.13%4,325CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$412,5980.13%10,898CommonSOLE
89832Q109TFCTRUIST FINL CORP$409,4430.12%9,950CommonSOLE
11135F101AVGOBROADCOM INC$404,0090.12%2,413CommonSOLE
02079K107GOOGALPHABET INC$402,2920.12%2,575CommonSOLE
46434G822EWJISHARES INC$378,7940.12%5,525CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$356,6620.11%1,143CommonSOLE
615369105MCOMOODYS CORP$351,5960.11%755CommonSOLE
88579Y101MMM3M CO$332,9320.10%2,267CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$326,4890.10%926CommonSOLE
464286707EWQISHARES INC$324,3700.10%8,150CommonSOLE
34959J108FTVFORTIVE CORP$323,6750.10%4,423CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$319,8930.10%5,245CommonSOLE
92204A702VGTVANGUARD WORLD FD$315,1230.10%581CommonSOLE
718172109PMPHILIP MORRIS INTL INC$313,4920.10%1,975CommonSOLE
464288562REZISHARES TR$311,1120.09%3,600CommonSOLE
46429B747STIPISHARES TR$310,4100.09%3,000CommonSOLE
35473P710FLKRFRANKLIN TEMPLETON ETF TR$303,0690.09%16,525CommonSOLE
92204A884VOXVANGUARD WORLD FD$297,3740.09%2,004CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$289,6240.09%6,385CommonSOLE
464286749EWLISHARES INC$286,1400.09%5,525CommonSOLE
12514G108CDWCDW CORP$281,2560.09%1,755CommonSOLE
075887109BDXBECTON DICKINSON & CO$278,7660.08%1,217CommonSOLE
81762P102NOWSERVICENOW INC$278,6490.08%350CommonSOLE
902973304USBUS BANCORP DEL$274,0080.08%6,490CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$267,5400.08%9,100CommonSOLE
907818108UNPUNION PAC CORP$266,9510.08%1,130CommonSOLE
464286806EWGISHARES INC$265,1220.08%7,150CommonSOLE
855244109SBUXSTARBUCKS CORP$257,1920.08%2,622CommonSOLE
G29183103ETNEATON CORP PLC$256,8790.08%945CommonSOLE
464286509EWCISHARES INC$253,6690.08%6,225CommonSOLE
92204A108VCRVANGUARD WORLD FD$248,6900.08%764CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$237,6360.07%435CommonSOLE
406216101HALHALLIBURTON CO$237,4630.07%9,360CommonSOLE
369604301GEGE AEROSPACE$237,3780.07%1,186CommonSOLE
25746U109DDOMINION ENERGY INC$234,6530.07%4,185CommonSOLE
92204A405VFHVANGUARD WORLD FD$234,5200.07%1,963CommonSOLE
92204A306VDEVANGUARD WORLD FD$222,1930.07%1,713CommonSOLE
78463X855GIISPDR INDEX SHS FDS$215,1400.07%3,470CommonSOLE
464287226AGGISHARES TR$207,7320.06%2,100CommonSOLE
05964H105SANBANCO SANTANDER S.A.$73,7000.02%11,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.