Boltwood Capital Management Q2 2025 Filing

Filed July 8, 2025

Portfolio Value

$351.8M

Holdings

172

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (172 positions)

StockValue
SCHFSCHWAB STRATEGIC TR
$25.3M
TDTTFLEXSHARES TR
$16.6M
MBBISHARES TR
$12.1M
IEIISHARES TR
$11.5M
HYGVFLEXSHARES TR
$11.4M
SPDWSPDR INDEX SHS FDS
$11.3M
MSFTMICROSOFT CORP
$8.9M
NVDANVIDIA CORPORATION
$8.1M
AAPLAPPLE INC
$7.4M
MBSDFLEXSHARES TR
$7.4M
SCHESCHWAB STRATEGIC TR
$7.3M
IJHISHARES TR
$7.2M
HYGISHARES TR
$7.1M
XLKSELECT SECTOR SPDR TR
$6.8M
SHYISHARES TR
$6.3M
IJRISHARES TR
$6.2M
NFRAFLEXSHARES TR
$5.0M
JPMJPMORGAN CHASE & CO.
$4.9M
SPEMSPDR INDEX SHS FDS
$4.8M
GUNRFLEXSHARES TR
$4.8M
GQREFLEXSHARES TR
$4.6M
GOOGLALPHABET INC
$4.6M
IGSBISHARES TR
$4.1M
SKORFLEXSHARES TR
$3.8M
AMZNAMAZON COM INC
$3.7M
METAMETA PLATFORMS INC
$3.4M
CVXCHEVRON CORP NEW
$3.3M
CATCATERPILLAR INC
$3.2M
ABTABBOTT LABS
$2.9M
EFAISHARES TR
$2.9M
IEFISHARES TR
$2.8M
SCHASCHWAB STRATEGIC TR
$2.8M
LOWLOWES COS INC
$2.7M
XOMEXXON MOBIL CORP
$2.7M
XLYSELECT SECTOR SPDR TR
$2.7M
SCHBSCHWAB STRATEGIC TR
$2.6M
SPMBSPDR SERIES TRUST
$2.5M
CRMSALESFORCE INC
$2.5M
GNRSPDR INDEX SHS FDS
$2.5M
XLVSELECT SECTOR SPDR TR
$2.4M
SCHMSCHWAB STRATEGIC TR
$2.4M
AXPAMERICAN EXPRESS CO
$2.3M
ICEINTERCONTINENTAL EXCHANGE IN
$2.3M
XLFSELECT SECTOR SPDR TR
$2.2M
PGPROCTER AND GAMBLE CO
$2.2M
ORCLORACLE CORP
$2.2M
VEUVANGUARD INTL EQUITY INDEX F
$2.0M
XLISELECT SECTOR SPDR TR
$2.0M
XLCSELECT SECTOR SPDR TR
$2.0M
WMTWALMART INC
$1.9M
XLESELECT SECTOR SPDR TR
$1.9M
SPTLSPDR SERIES TRUST
$1.9M
KOCOCA COLA CO
$1.8M
KLACKLA CORP
$1.8M
DISDISNEY WALT CO
$1.7M
RAVIFLEXSHARES TR
$1.6M
TJXTJX COS INC NEW
$1.5M
LLYELI LILLY & CO
$1.5M
COSTCOSTCO WHSL CORP NEW
$1.5M
TLTISHARES TR
$1.5M
ALSALLSTATE CORP
$1.4M
PFEPFIZER INC
$1.4M
MAMASTERCARD INCORPORATED
$1.4M
WFCWELLS FARGO CO NEW
$1.4M
BXBLACKSTONE INC
$1.3M
ABBVABBVIE INC
$1.3M
XLFISELECT SECTOR SPDR TR
$1.2M
IGIBISHARES TR
$1.2M
RTXRTX CORPORATION
$1.2M
AMDADVANCED MICRO DEVICES INC
$1.1M
SUBISHARES TR
$1.1M
INDAISHARES TR
$1.1M
RWOSPDR INDEX SHS FDS
$1.1M
MCHPMICROCHIP TECHNOLOGY INC.
$1.1M
XLBSELECT SECTOR SPDR TR
$1.1M
SPLBSPDR SERIES TRUST
$1.0M
ICSHISHARES TR
$1.0M
HDHOME DEPOT INC
$1.0M
VTIVANGUARD INDEX FDS
$1.0M
MRSHMARSH & MCLENNAN COS INC
$999K
ADPAUTOMATIC DATA PROCESSING IN
$998K
RDDTREDDIT INC
$992K
BRK/BBERKSHIRE HATHAWAY INC DEL
$981K
MCHIISHARES TR
$956K
MDLZMONDELEZ INTL INC
$929K
FLCHFRANKLIN TEMPLETON ETF TR
$924K
AVGOBROADCOM INC
$898K
DHRDANAHER CORPORATION
$868K
CMECME GROUP INC
$854K
XLUSELECT SECTOR SPDR TR
$850K
CSCOCISCO SYS INC
$804K
PANWPALO ALTO NETWORKS INC
$802K
BABOEING CO
$769K
IBMINTERNATIONAL BUSINESS MACHS
$765K
IGFISHARES TR
$764K
CMGCHIPOTLE MEXICAN GRILL INC
$743K
ADBEADOBE INC
$737K
HONHONEYWELL INTL INC
$728K
TPRTAPESTRY INC
$722K
SCHWSCHWAB CHARLES CORP
$710K
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