279 is the total number of securities Boltwood Capital Management has owned. The longest Boltwood Capital Management has owned a single stock is 43 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PFE | PFIZER INC | 43 | 43 | 0.66% | 3.09% | 9.98% | Q2 2013 | Q4 2023 | 43 |
CVX | CHEVRON CORP NEW | 43 | 43 | 1.10% | 2.39% | 3.95% | Q2 2013 | Q4 2023 | 43 |
PG | PROCTER & GAMBLE CO | 43 | 43 | 0.75% | 2.28% | 5.97% | Q2 2013 | Q4 2023 | 43 |
IJR | ISHARES TR | 43 | 43 | 0.79% | 2.18% | 3.03% | Q2 2013 | Q4 2023 | 43 |
IJH | ISHARES TR | 43 | 43 | 0.82% | 2.17% | 3.12% | Q2 2013 | Q4 2023 | 43 |
VEU | VANGUARD INTL EQUITY I... | 43 | 43 | 0.70% | 2.14% | 5.29% | Q2 2013 | Q4 2023 | 43 |
WFC | WELLS FARGO CO NEW | 43 | 43 | 0.25% | 2.12% | 5.21% | Q2 2013 | Q4 2023 | 43 |
MSFT | MICROSOFT CORP | 43 | 43 | 1.43% | 1.85% | 2.44% | Q2 2013 | Q4 2023 | 43 |
XOM | EXXON MOBIL CORP | 43 | 43 | 0.67% | 1.66% | 3.32% | Q2 2013 | Q4 2023 | 43 |
LOW | LOWES COS INC | 43 | 43 | 0.56% | 1.49% | 2.44% | Q2 2013 | Q4 2023 | 43 |
DIS | Walt Disney | 43 | 43 | 0.51% | 1.38% | 2.66% | Q2 2013 | Q4 2023 | 43 |
XLK | Technology Sector SPDR | 43 | 43 | 0.29% | 1.23% | 1.96% | Q2 2013 | Q4 2023 | 43 |
JPM | JPMORGAN CHASE & CO | 43 | 43 | 0.47% | 1.18% | 1.84% | Q2 2013 | Q4 2023 | 43 |
MRK | MERCK & CO. INC | 43 | 43 | 0.18% | 1.09% | 5.22% | Q2 2013 | Q4 2023 | 43 |
JNJ | JOHNSON & JOHNSON | 43 | 43 | 0.16% | 1.09% | 1.87% | Q2 2013 | Q4 2023 | 43 |
INTC | INTEL CORP | 43 | 43 | 0.15% | 1.08% | 2.73% | Q2 2013 | Q4 2023 | 43 |
XLY | SELECT SECTOR SPDR TR | 43 | 43 | 0.38% | 1.04% | 1.56% | Q2 2013 | Q4 2023 | 43 |
KO | COCA COLA CO | 43 | 43 | 0.49% | 0.98% | 1.72% | Q2 2013 | Q4 2023 | 43 |
WMT | Wal-Mart Stores | 43 | 43 | 0.39% | 0.97% | 1.80% | Q2 2013 | Q4 2023 | 43 |
EFA | ISHARES TR | 43 | 43 | 0.21% | 0.85% | 2.56% | Q2 2013 | Q4 2023 | 43 |
DHR | DANAHER CORPORATION | 43 | 43 | 0.34% | 0.81% | 1.95% | Q2 2013 | Q4 2023 | 43 |
CAT | CATERPILLAR INC DEL | 43 | 43 | 0.29% | 0.76% | 1.76% | Q2 2013 | Q4 2023 | 43 |
USB | US BANCORP DEL | 43 | 43 | 0.10% | 0.74% | 1.62% | Q2 2013 | Q4 2023 | 43 |
PEP | PEPSICO INC | 43 | 43 | 0.30% | 0.74% | 1.35% | Q2 2013 | Q4 2023 | 43 |
ORCL | ORACLE CORP | 43 | 43 | 0.23% | 0.69% | 1.06% | Q2 2013 | Q4 2023 | 43 |
D | Dominion Resources | 43 | 43 | 0.10% | 0.69% | 1.57% | Q2 2013 | Q4 2023 | 43 |
VZ | VERIZON COMMUNICATIONS... | 43 | 43 | 0.08% | 0.66% | 1.52% | Q2 2013 | Q4 2023 | 43 |
VTI | Vanguard Ttl Stk ETF | 43 | 43 | 0.13% | 0.54% | 1.19% | Q2 2013 | Q4 2023 | 43 |
XLF | SELECT SECTOR SPDR TR | 43 | 43 | 0.14% | 0.50% | 0.90% | Q2 2013 | Q4 2023 | 43 |
XLB | SELECT SECTOR SPDR TR | 43 | 43 | 0.15% | 0.49% | 0.78% | Q2 2013 | Q4 2023 | 43 |
ABBV | ABBVIE INC | 43 | 43 | 0.14% | 0.45% | 0.75% | Q2 2013 | Q4 2023 | 43 |
XLU | Utilities Sector SPDR | 43 | 43 | 0.17% | 0.41% | 0.61% | Q2 2013 | Q4 2023 | 43 |
VGT | VANGUARD WORLD FDS | 43 | 43 | 0.12% | 0.33% | 0.46% | Q2 2013 | Q4 2023 | 43 |
MCD | MCDONALDS CORP | 43 | 43 | 0.17% | 0.31% | 0.62% | Q2 2013 | Q4 2023 | 43 |
UNP | UNION PACIFIC CORP | 43 | 43 | 0.09% | 0.31% | 0.56% | Q2 2013 | Q4 2023 | 43 |
IBM | INTERNATIONAL BUSINESS... | 43 | 43 | 0.11% | 0.29% | 0.53% | Q2 2013 | Q4 2023 | 43 |
VNQ | Vanguard REIT ETF | 43 | 43 | 0.14% | 0.29% | 0.55% | Q2 2013 | Q4 2023 | 43 |
MMM | 3M Corp | 43 | 43 | 0.09% | 0.25% | 0.44% | Q2 2013 | Q4 2023 | 43 |
PLD | PROLOGIS INC. | 34 | 8 | 0.19% | 1.35% | 7.33% | Q2 2013 | Q4 2023 | 42 |
BMY | BRISTOL-MYERS SQUIBB CO | 42 | 42 | 0.08% | 0.85% | 3.60% | Q2 2013 | Q3 2023 | 42 |
CSCO | Cisco Systems | 37 | 5 | 0.09% | 0.83% | 2.95% | Q2 2013 | Q4 2023 | 42 |
XLP | SELECT SECTOR SPDR TR | 42 | 42 | 0.28% | 0.57% | 1.10% | Q3 2013 | Q4 2023 | 42 |
TROW | T. Rowe Price Group | 42 | 42 | 0.08% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 29 | 12 | 0.12% | 1.74% | 2.97% | Q2 2013 | Q4 2023 | 41 |
ALL | ALLSTATE CORP | 29 | 12 | 0.35% | 0.98% | 1.78% | Q2 2013 | Q4 2023 | 41 |
ABT | ABBOTT LABS | 29 | 12 | 0.11% | 0.88% | 1.61% | Q2 2013 | Q4 2023 | 41 |
AXP | AMERICAN EXPRESS CO | 29 | 12 | 0.34% | 0.87% | 1.69% | Q2 2013 | Q4 2023 | 41 |
XLI | SELECT SECTOR SPDR TR | 41 | 41 | 0.17% | 0.79% | 1.40% | Q4 2013 | Q4 2023 | 41 |
XLE | SELECT SECTOR SPDR TR | 27 | 14 | 0.12% | 0.44% | 0.92% | Q2 2013 | Q4 2023 | 41 |
ADP | AUTOMATIC DATA PROCESS... | 29 | 12 | 0.15% | 0.41% | 0.61% | Q2 2013 | Q4 2023 | 41 |
BRKB | BERKSHIRE HATHAWAY INC... | 29 | 12 | 0.20% | 0.41% | 0.71% | Q2 2013 | Q4 2023 | 41 |
T | AT&T INC | 37 | 4 | 0.10% | 0.31% | 0.66% | Q2 2013 | Q4 2023 | 41 |
HAL | HALLIBURTON CO | 22 | 2 | 0.07% | 0.33% | 0.79% | Q2 2013 | Q4 2023 | 40 |
XLV | SELECT SECTOR SPDR TR | 39 | 39 | 0.06% | 0.93% | 2.16% | Q2 2014 | Q4 2023 | 39 |
HD | HOME DEPOT INC | 39 | 39 | 0.10% | 0.43% | 0.63% | Q2 2014 | Q4 2023 | 39 |
CME | CME GROUP INC | 38 | 38 | 0.31% | 0.60% | 1.33% | Q3 2014 | Q4 2023 | 38 |
REZ | ISHARES TR | 21 | 15 | 0.06% | 0.14% | 0.23% | Q4 2014 | Q4 2023 | 36 |
MCHP | MICROCHIP TECHNOLOGY INC. | 35 | 35 | 0.94% | 1.18% | 1.55% | Q2 2015 | Q4 2023 | 35 |
CRM | SALESFORCE INC | 35 | 35 | 0.57% | 0.97% | 1.66% | Q2 2015 | Q4 2023 | 35 |
SCHF | SCHWAB STRATEGIC TR | 33 | 33 | 0.39% | 5.10% | 7.35% | Q4 2015 | Q4 2023 | 33 |
SCHB | Schwab US Broad Market... | 33 | 33 | 0.66% | 1.62% | 2.47% | Q4 2015 | Q4 2023 | 33 |
GE | GENERAL ELECTRIC CO | 33 | 33 | 0.10% | 1.44% | 3.93% | Q2 2013 | Q2 2021 | 33 |
GOOGL | ALPHABET INC | 33 | 33 | 0.28% | 0.84% | 1.43% | Q4 2015 | Q4 2023 | 33 |
SCHA | Schwab US Small Cap ETF | 33 | 33 | 0.15% | 0.36% | 0.66% | Q4 2015 | Q4 2023 | 33 |
IGIB | ISHARES TR | 33 | 33 | 0.12% | 0.35% | 0.72% | Q4 2015 | Q4 2023 | 33 |
SUB | ISHARES TR | 33 | 33 | 0.20% | 0.34% | 0.82% | Q4 2015 | Q4 2023 | 33 |
VIG | VANGUARD SPECIALIZED F... | 33 | 33 | 0.22% | 0.26% | 0.30% | Q4 2015 | Q4 2023 | 33 |
SCHE | SCHWAB STRATEGIC TR | 32 | 32 | 0.22% | 1.52% | 2.40% | Q1 2016 | Q4 2023 | 32 |
ICE | INTERCONTINENTAL EXCHA... | 32 | 32 | 0.63% | 0.99% | 1.37% | Q1 2016 | Q4 2023 | 32 |
AMZN | AMAZON COM INC | 29 | 3 | 0.21% | 0.59% | 1.26% | Q3 2015 | Q4 2023 | 32 |
UPS | UNITED PARCEL SERVICE INC | 32 | 32 | 0.08% | 0.43% | 0.85% | Q1 2016 | Q4 2023 | 32 |
DUK | DUKE ENERGY CORP NEW | 32 | 32 | 0.08% | 0.27% | 0.53% | Q3 2015 | Q2 2023 | 32 |
BXP | BOSTON PROPERTIES INC | 27 | 5 | 0.07% | 0.14% | 0.25% | Q2 2013 | Q1 2022 | 32 |
SBUX | STARBUCKS CORP | 31 | 31 | 0.09% | 0.39% | 0.90% | Q2 2016 | Q4 2023 | 31 |
HYG | ISHARES TR | 27 | 1 | 0.15% | 0.57% | 1.48% | Q4 2015 | Q4 2023 | 30 |
VFC | V F CORP | 29 | 1 | 0.11% | 0.49% | 0.89% | Q2 2013 | Q4 2020 | 30 |
FTV | Fortive Corporation | 30 | 30 | 0.12% | 0.42% | 0.82% | Q3 2016 | Q4 2023 | 30 |
MCO | MOODYS CORP | 28 | 1 | 0.06% | 0.18% | 0.27% | Q1 2015 | Q4 2023 | 30 |
UTX | UNITED TECHNOLOGIES CORP | 29 | 29 | 0.25% | 0.91% | 1.46% | Q2 2013 | Q2 2020 | 29 |
XLRE | SELECT SECTOR SPDR TR | 29 | 29 | 0.27% | 0.47% | 0.68% | Q4 2016 | Q4 2023 | 29 |
BA | BOEING CO | 26 | 3 | 0.08% | 0.27% | 0.54% | Q2 2013 | Q4 2023 | 29 |
GOOG | ALPHABET INC | 23 | 1 | 0.09% | 0.23% | 0.35% | Q4 2015 | Q4 2023 | 28 |
CMF | ISHARES TR | 27 | 27 | 0.47% | 1.48% | 2.43% | Q2 2017 | Q4 2023 | 27 |
VCIT | VANGUARD SCOTTSDALE FDS | 26 | 1 | 0.17% | 1.28% | 2.30% | Q4 2015 | Q3 2022 | 27 |
VOX | VANGUARD WORLD FDS | 21 | 6 | 0.10% | 0.29% | 1.41% | Q4 2016 | Q4 2023 | 27 |
BMO | Bank Of Montreal | 27 | 27 | 0.12% | 0.17% | 0.21% | Q2 2017 | Q4 2023 | 27 |
SCHM | Schwab US Mid Cap ETF | 26 | 26 | 0.13% | 0.29% | 0.55% | Q3 2017 | Q4 2023 | 26 |
MUB | ISHARES TR | 26 | 26 | 0.08% | 0.24% | 0.42% | Q2 2017 | Q3 2023 | 26 |
LQD | ISHARES TR | 26 | 26 | 0.09% | 0.20% | 0.30% | Q4 2015 | Q1 2022 | 26 |
ZBH | ZIMMER BIOMET HOLDINGS... | 25 | 25 | 0.22% | 0.45% | 0.68% | Q4 2017 | Q4 2023 | 25 |
AMT | AMERICAN TOWER CORP NEW | 25 | 25 | 0.20% | 0.41% | 0.65% | Q4 2017 | Q4 2023 | 25 |
BAC | BK OF AMERICA CORP | 13 | 3 | 0.06% | 0.15% | 0.20% | Q2 2013 | Q2 2022 | 25 |
CVS | CVS HEALTH CORP | 20 | 4 | 0.32% | 0.46% | 0.58% | Q4 2016 | Q4 2023 | 24 |
MDLZ | MONDELEZ INTL INC | 24 | 24 | 0.31% | 0.42% | 0.55% | Q1 2018 | Q4 2023 | 24 |
FB | META PLATFORMS INC | 23 | 23 | 0.25% | 0.74% | 1.16% | Q2 2018 | Q4 2023 | 23 |
CTSH | Cognizant Tech Solutions | 23 | 23 | 0.18% | 0.64% | 0.88% | Q4 2014 | Q2 2020 | 23 |
XRX | Xerox | 23 | 23 | 0.16% | 0.28% | 0.53% | Q2 2013 | Q4 2018 | 23 |
NEE | NEXTERA ENERGY INC | 23 | 23 | 0.16% | 0.24% | 0.36% | Q2 2018 | Q4 2023 | 23 |
KLAC | KLA-TENCOR CORP | 20 | 2 | 0.42% | 0.69% | 0.92% | Q2 2018 | Q4 2023 | 22 |
DLTR | DOLLAR TREE INC | 22 | 22 | 0.30% | 0.51% | 0.69% | Q3 2018 | Q4 2023 | 22 |
TJX | TJX COS INC NEW | 22 | 22 | 0.34% | 0.48% | 0.58% | Q3 2018 | Q4 2023 | 22 |
XLC | SELECT SECTOR SPDR TR | 22 | 22 | 0.26% | 0.43% | 0.58% | Q3 2018 | Q4 2023 | 22 |
PCG | PG&E Corporation | 22 | 22 | 0.13% | 0.35% | 0.60% | Q2 2013 | Q3 2018 | 22 |
GNR | SPDR S&P Global Natura... | 21 | 21 | 0.25% | 0.51% | 1.17% | Q4 2018 | Q4 2023 | 21 |
EOG | EOG Resources, Inc. | 21 | 21 | 0.15% | 0.33% | 0.65% | Q4 2014 | Q4 2019 | 21 |
IGSB | ISHARES TR | 11 | 9 | 0.12% | 0.67% | 1.07% | Q4 2015 | Q4 2023 | 20 |
GIS | GENERAL MLS INC | 19 | 1 | 0.08% | 0.55% | 1.07% | Q2 2013 | Q1 2023 | 20 |
BIIB | BIOGEN INC | 13 | 7 | 0.11% | 0.32% | 0.53% | Q1 2016 | Q4 2023 | 20 |
EEM | ISHARES TR | 15 | 5 | 0.12% | 0.17% | 0.37% | Q3 2017 | Q4 2023 | 20 |
TPR | TAPESTRY INC | 19 | 19 | 0.13% | 0.25% | 0.55% | Q2 2019 | Q4 2023 | 19 |
MAS | MASCO CORP | 15 | 1 | 0.10% | 0.24% | 0.33% | Q3 2018 | Q4 2023 | 19 |
RWO | SPDR INDEX SHS FDS | 16 | 1 | 0.08% | 0.22% | 0.40% | Q1 2017 | Q4 2023 | 19 |
SPDW | SPDR INDEX SHS FDS | 18 | 18 | 0.20% | 3.08% | 3.86% | Q3 2019 | Q4 2023 | 18 |
SPEM | SPDR INDEX SHS FDS | 18 | 18 | 0.29% | 0.97% | 1.37% | Q3 2019 | Q4 2023 | 18 |
CMCSA | COMCAST CORP NEW | 18 | 18 | 0.23% | 0.49% | 0.76% | Q3 2019 | Q4 2023 | 18 |
CELG | CELGENE CORP | 18 | 18 | 0.16% | 0.43% | 0.67% | Q2 2015 | Q3 2019 | 18 |
ABC | CENCORA INC | 12 | 6 | 0.10% | 0.34% | 0.54% | Q1 2017 | Q4 2023 | 18 |
EL | LAUDER ESTEE COS INC | 18 | 18 | 0.07% | 0.32% | 0.42% | Q3 2019 | Q4 2023 | 18 |
J | JACOBS ENGR GROUP INC DEL | 18 | 18 | 0.20% | 0.26% | 0.32% | Q2 2018 | Q3 2022 | 18 |
SLB | SCHLUMBERGER LTD | 12 | 1 | 0.07% | 0.26% | 0.38% | Q2 2014 | Q2 2020 | 18 |
HON | HONEYWELL INTL INC | 18 | 18 | 0.20% | 0.25% | 0.32% | Q3 2019 | Q4 2023 | 18 |
ADBE | ADOBE SYSTEMS INCORPOR... | 17 | 1 | 0.12% | 0.25% | 0.38% | Q1 2018 | Q4 2023 | 18 |
DD | DuPont | 17 | 17 | 0.47% | 0.92% | 1.39% | Q2 2013 | Q2 2017 | 17 |
LLY | LILLY ELI & CO | 17 | 17 | 0.46% | 0.59% | 0.73% | Q4 2019 | Q4 2023 | 17 |
STIP | ISHARES TR | 17 | 17 | 0.13% | 0.18% | 0.23% | Q3 2018 | Q3 2022 | 17 |
APD | Air Products & Chemica... | 8 | 3 | 0.07% | 0.12% | 0.17% | Q2 2018 | Q2 2023 | 17 |
RHT | RED HAT INC | 16 | 16 | 0.38% | 0.64% | 1.02% | Q3 2015 | Q2 2019 | 16 |
MMC | MARSH & MCLENNAN COS INC | 16 | 16 | 0.30% | 0.37% | 0.40% | Q1 2020 | Q4 2023 | 16 |
COST | COSTCO WHSL CORP NEW | 9 | 7 | 0.09% | 0.29% | 0.55% | Q4 2017 | Q4 2023 | 16 |
NSC | NORFOLK SOUTHN CORP | 16 | 16 | 0.15% | 0.22% | 0.28% | Q1 2020 | Q4 2023 | 16 |
SCHW | THE CHARLES SCHWAB COR... | 8 | 1 | 0.14% | 1.81% | 3.49% | Q2 2013 | Q4 2023 | 15 |
GUNR | FLEXSHARES TR | 15 | 15 | 0.25% | 1.47% | 2.13% | Q2 2020 | Q4 2023 | 15 |
NUE | NUCOR CORP | 10 | 1 | 0.08% | 0.42% | 0.69% | Q1 2015 | Q4 2023 | 15 |
SPY | SPDR S&P 500 ETF TR | 15 | 15 | 0.11% | 0.16% | 0.20% | Q3 2018 | Q1 2022 | 15 |
FBHS | FORTUNE BRANDS INNOVAT... | 8 | 1 | 0.08% | 0.12% | 0.15% | Q1 2017 | Q4 2023 | 15 |
HYGV | FLEXSHARES TR | 14 | 14 | 1.34% | 3.55% | 4.77% | Q3 2020 | Q4 2023 | 14 |
MBSD | FLEXSHARES TR | 14 | 14 | 0.85% | 2.93% | 4.42% | Q3 2020 | Q4 2023 | 14 |
MBB | ISHARES TR | 14 | 14 | 0.92% | 2.54% | 4.53% | Q3 2020 | Q4 2023 | 14 |
IEI | ISHARES TR | 14 | 14 | 0.44% | 2.45% | 5.93% | Q3 2020 | Q4 2023 | 14 |
SKOR | FLEXSHARES TR | 14 | 14 | 0.64% | 1.60% | 2.18% | Q3 2020 | Q4 2023 | 14 |
CORP | Pimco Invest Grade Cor... | 14 | 14 | 0.37% | 1.52% | 2.70% | Q4 2018 | Q1 2022 | 14 |
NFRA | FLEXSHARES TR | 14 | 14 | 0.50% | 0.93% | 1.17% | Q3 2020 | Q4 2023 | 14 |
GQRE | FLEXSHARES TR | 14 | 14 | 0.30% | 0.85% | 1.23% | Q3 2020 | Q4 2023 | 14 |
IEF | ISHARES TR | 14 | 14 | 0.17% | 0.84% | 1.47% | Q3 2020 | Q4 2023 | 14 |
TLT | ISHARES TR | 14 | 14 | 0.14% | 0.78% | 1.42% | Q3 2020 | Q4 2023 | 14 |
GWW | W.W. Grainger, Inc. | 10 | 4 | 0.09% | 0.36% | 0.75% | Q2 2017 | Q4 2023 | 14 |
C | CITIGROUP INC | 14 | 14 | 0.15% | 0.28% | 0.53% | Q3 2019 | Q4 2022 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.11% | 0.18% | 0.22% | Q3 2020 | Q4 2023 | 14 |
RAVI | FLEXSHARES TR | 13 | 13 | 0.66% | 1.26% | 1.73% | Q4 2020 | Q4 2023 | 13 |
GSG | ISHARES S&P GSCI COMMO... | 13 | 13 | 0.10% | 0.23% | 0.47% | Q4 2016 | Q4 2019 | 13 |
TSLA | TESLA INC | 9 | 4 | 0.11% | 0.14% | 0.21% | Q3 2020 | Q4 2023 | 13 |
DKS | Dick's Sporting Goods | 12 | 12 | 0.48% | 1.74% | 2.99% | Q2 2013 | Q1 2016 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.26% | 0.54% | 0.94% | Q1 2021 | Q4 2023 | 12 |
AGN | ALLERGAN PLC | 7 | 5 | 0.38% | 0.53% | 0.72% | Q1 2017 | Q1 2020 | 12 |
SPTL | SPDR SER TR | 12 | 12 | 0.15% | 0.36% | 0.60% | Q1 2021 | Q4 2023 | 12 |
PCAR | PACCAR, Inc. | 8 | 1 | 0.12% | 0.34% | 0.92% | Q1 2014 | Q3 2018 | 12 |
BLK | BLACKROCK INC | 12 | 12 | 0.17% | 0.20% | 0.22% | Q1 2021 | Q4 2023 | 12 |
WBA | Walgreens Boots Alliance | 12 | 12 | 0.06% | 0.16% | 0.24% | Q4 2014 | Q3 2017 | 12 |
SCHZ | Schwab US Aggregate Bond | 11 | 11 | 0.33% | 1.08% | 1.80% | Q1 2016 | Q3 2018 | 11 |
PYPL | PAYPAL HLDGS INC | 11 | 11 | 0.29% | 0.77% | 1.08% | Q4 2019 | Q2 2022 | 11 |
TEVA | Teva Pharm Inds ADR | 11 | 11 | 0.21% | 0.49% | 1.10% | Q2 2013 | Q4 2015 | 11 |
TIP | iShares Barclays TIPS | 11 | 11 | 0.27% | 0.34% | 0.41% | Q4 2015 | Q2 2018 | 11 |
SPTI | SPDR SER TR | 10 | 1 | 0.11% | 0.28% | 0.68% | Q1 2021 | Q4 2023 | 11 |
CMG | CHIPOTLE MEXICAN GRILL... | 11 | 11 | 0.17% | 0.20% | 0.23% | Q2 2021 | Q4 2023 | 11 |
GII | SPDR S&P Global Infras... | 10 | 1 | 0.08% | 0.16% | 0.50% | Q4 2018 | Q2 2022 | 11 |
CB | Chubb Ins. | 11 | 11 | 0.06% | 0.13% | 0.30% | Q2 2013 | Q4 2015 | 11 |
GOOGL | Google Inc. A | 10 | 10 | 0.22% | 3.17% | 5.64% | Q2 2013 | Q3 2015 | 10 |
HACK | PureFunds ISE Cyber Se... | 10 | 10 | 0.34% | 0.48% | 0.65% | Q2 2017 | Q3 2019 | 10 |
NOV | National Oilwell Varco | 10 | 10 | 0.20% | 0.34% | 0.64% | Q2 2013 | Q3 2015 | 10 |
HYLB | DBX ETF TR | 10 | 10 | 0.14% | 0.33% | 0.76% | Q4 2019 | Q1 2022 | 10 |
TXN | Texas Instruments | 10 | 10 | 0.12% | 0.16% | 0.20% | Q2 2018 | Q3 2020 | 10 |
TGT | TARGET CORP | 7 | 1 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2023 | 10 |
VCR | VANGUARD WORLD FDS | 6 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q4 2023 | 10 |
TDC | Teradata Corp | 9 | 9 | 0.17% | 1.42% | 2.26% | Q2 2013 | Q2 2015 | 9 |
IGLB | ISHARES TR | 9 | 9 | 0.08% | 0.40% | 0.79% | Q4 2021 | Q4 2023 | 9 |
ACN | ACCENTURE PLC IRELAND | 8 | 1 | 0.07% | 0.37% | 0.58% | Q3 2020 | Q4 2023 | 9 |
GSK | GLAXOSMITHKLINE PLC | 9 | 9 | 0.11% | 0.25% | 0.53% | Q1 2020 | Q1 2022 | 9 |
TFC | TRUIST FINL CORP | 7 | 2 | 0.08% | 0.18% | 0.44% | Q4 2019 | Q4 2023 | 9 |
ATVI | ACTIVISION BLIZZARD INC | 9 | 9 | 0.13% | 0.16% | 0.19% | Q2 2021 | Q2 2023 | 9 |
REET | ISHARES TR | 9 | 9 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q2 2022 | 9 |
EXPD | Expeditors Int'l | 8 | 8 | 3.11% | 3.81% | 4.94% | Q2 2013 | Q1 2015 | 8 |
MLM | Martin Marietta Matls | 8 | 8 | 3.03% | 3.41% | 3.94% | Q2 2013 | Q1 2015 | 8 |
BK | Bank of NY Mellon | 8 | 8 | 1.38% | 3.18% | 4.03% | Q2 2013 | Q1 2015 | 8 |
CPN | Calpine Corp | 8 | 8 | 2.90% | 3.14% | 3.33% | Q2 2013 | Q1 2015 | 8 |
AA | Alcoa | 8 | 8 | 1.86% | 2.63% | 3.16% | Q2 2013 | Q1 2015 | 8 |
RHI | Robert Half Intl. | 8 | 8 | 1.72% | 2.56% | 3.38% | Q2 2013 | Q1 2015 | 8 |
APA | Apache Corp | 8 | 8 | 0.84% | 2.39% | 3.58% | Q2 2013 | Q1 2015 | 8 |
BIN | Progressive Waste Solu... | 8 | 8 | 1.38% | 1.61% | 1.82% | Q2 2013 | Q1 2015 | 8 |
SYY | Sysco Corp | 8 | 8 | 1.32% | 1.46% | 1.74% | Q2 2013 | Q1 2015 | 8 |
AMGN | Amgen Inc. | 8 | 8 | 1.08% | 1.34% | 1.75% | Q2 2013 | Q1 2015 | 8 |
DWDP | DOWDUPONT INC | 8 | 8 | 0.29% | 0.89% | 1.28% | Q3 2017 | Q2 2019 | 8 |
AMG | Affiliated Managers Group | 8 | 8 | 0.51% | 0.64% | 0.74% | Q4 2016 | Q3 2018 | 8 |
ALXN | ALEXION PHARMACEUTICAL... | 8 | 8 | 0.14% | 0.28% | 0.59% | Q2 2019 | Q1 2021 | 8 |
BIV | Vanguard Interm. Corp.... | 8 | 8 | 0.13% | 0.22% | 0.32% | Q4 2015 | Q3 2017 | 8 |
BX | BLACKSTONE INC | 8 | 8 | 0.14% | 0.19% | 0.27% | Q1 2022 | Q4 2023 | 8 |
CHKP | Check Point Software | 8 | 8 | 0.14% | 0.19% | 0.25% | Q2 2013 | Q1 2015 | 8 |
MAR | MARRIOTT INTL INC NEW | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2017 | Q4 2019 | 8 |
XRX | XEROX HOLDINGS CORP | 7 | 1 | 0.08% | 0.12% | 0.23% | Q4 2019 | Q4 2021 | 8 |
DD | DUPONT DE NEMOURS INC | 6 | 2 | 0.08% | 0.12% | 0.21% | Q3 2019 | Q1 2022 | 8 |
LKOR | FLEXSHARES TR | 8 | 8 | 0.09% | 0.11% | 0.16% | Q3 2021 | Q2 2023 | 8 |
DJP | iPath DJ-UBS Commodity... | 7 | 1 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q2 2015 | 8 |
TDTT | FLEXSHARES TR | 7 | 7 | 0.44% | 1.06% | 2.25% | Q2 2022 | Q4 2023 | 7 |
STJ | St. Jude Medical, Inc. | 7 | 7 | 0.67% | 0.84% | 0.96% | Q2 2015 | Q4 2016 | 7 |
HPQ | Hewlett Packard | 7 | 7 | 0.32% | 0.66% | 2.18% | Q2 2013 | Q4 2014 | 7 |
JWN | Nordstrom Inc | 7 | 7 | 0.51% | 0.64% | 0.79% | Q1 2016 | Q3 2017 | 7 |
ICSH | ISHARES TR | 7 | 7 | 0.09% | 0.25% | 0.37% | Q2 2022 | Q4 2023 | 7 |
PINS | PINTEREST INC | 5 | 1 | 0.07% | 0.16% | 0.30% | Q1 2021 | Q4 2023 | 7 |
AMD | ADVANCED MICRO DEVICES... | 4 | 3 | 0.12% | 0.15% | 0.23% | Q1 2022 | Q4 2023 | 7 |
PANW | PALO ALTO NETWORKS INC | 7 | 7 | 0.09% | 0.13% | 0.17% | Q2 2022 | Q4 2023 | 7 |
CDW | CDW CORP | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q4 2023 | 7 |
RWT | Redwood Trust Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q1 2015 | 7 |
GOOG | Google Cl C | 6 | 6 | 0.21% | 1.83% | 2.70% | Q2 2014 | Q3 2015 | 6 |
NEBLQ | Noble Corp. | 6 | 6 | 0.70% | 1.75% | 2.76% | Q4 2013 | Q1 2015 | 6 |
VMBS | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.12% | 0.46% | 1.09% | Q1 2022 | Q2 2023 | 6 |
F113PS | Covidien Ltd | 6 | 6 | 0.31% | 0.35% | 0.42% | Q2 2013 | Q3 2014 | 6 |
VWO | VANGUARD INTL EQUITY I... | 4 | 1 | 0.16% | 0.32% | 0.41% | Q4 2018 | Q4 2023 | 6 |
MA | MASTERCARD INCORPORATED | 6 | 6 | 0.23% | 0.27% | 0.29% | Q3 2022 | Q4 2023 | 6 |
VDE | VANGUARD WORLD FDS | 5 | 1 | 0.07% | 0.16% | 0.55% | Q4 2018 | Q4 2023 | 6 |
VFH | VANGUARD WORLD FDS | 3 | 1 | 0.07% | 0.14% | 0.25% | Q4 2018 | Q4 2023 | 6 |
PM | Philip Morris Int'l | 5 | 1 | 0.06% | 0.14% | 0.18% | Q2 2014 | Q1 2018 | 6 |
FCX | FREEPORT-MCMORAN INC | 6 | 6 | 0.10% | 0.14% | 0.15% | Q3 2022 | Q4 2023 | 6 |
VAW | VANGUARD WORLD FDS | 5 | 1 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q4 2023 | 6 |
SHPG | Shire PLC | 5 | 5 | 0.45% | 0.51% | 0.57% | Q4 2017 | Q4 2018 | 5 |
SPMB | SPDR SER TR | 3 | 2 | 0.18% | 0.49% | 0.80% | Q2 2021 | Q4 2023 | 5 |
ADI | ANALOG DEVICES INC | 5 | 5 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q4 2023 | 5 |
JACOBS SOLUTIONS INC | 5 | 5 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q4 2023 | 5 | |
GSK PLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q4 2023 | 5 | |
JCI | JOHNSON CTLS INTL PLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q4 2023 | 5 |
NKE | NIKE INC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q4 2023 | 5 |
MCK | Mckesson Corp. | 4 | 4 | 0.47% | 0.56% | 0.65% | Q1 2016 | Q4 2016 | 4 |
LB | L Brands, Inc. | 4 | 4 | 0.41% | 0.49% | 0.60% | Q4 2017 | Q3 2018 | 4 |
FDX | FEDEX CORP | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q2 2022 | 4 |
AVGO | BROADCOM INC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q1 2019 | Q4 2019 | 4 |
MCHI | ISHARES TR | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q4 2023 | 4 |
Hitachi Ltd Ord | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2015 | Q3 2016 | 4 | |
WFM | Whole Foods Market | 3 | 3 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q2 2017 | 3 |
XRX | XEROX CORP | 3 | 3 | 0.21% | 0.23% | 0.25% | Q1 2019 | Q3 2019 | 3 |
AVGO | Avago Tech. | 3 | 3 | 0.18% | 0.20% | 0.24% | Q2 2018 | Q4 2018 | 3 |
DOW | DOW INC | 3 | 3 | 0.14% | 0.15% | 0.19% | Q2 2019 | Q4 2019 | 3 |
GENERAL ELECTRIC CO | 3 | 3 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q1 2022 | 3 | |
EWT | ISHARES INC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2023 | Q4 2023 | 3 |
LYG | LLOYDS BANKING GROUP PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NE | Noble Corp. | 2 | 2 | 2.79% | 2.94% | 3.08% | Q2 2013 | Q3 2013 | 2 |
Apple Inc. | 2 | 2 | 1.81% | 1.95% | 2.09% | Q2 2016 | Q3 2016 | 2 | |
Allstate Corp. | 2 | 2 | 1.33% | 1.36% | 1.40% | Q2 2016 | Q3 2016 | 2 | |
American Express | 2 | 2 | 1.24% | 1.26% | 1.27% | Q2 2016 | Q3 2016 | 2 | |
Berkshire Hathaway - B | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2016 | Q3 2016 | 2 | |
Automatic Data Proc. | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2016 | Q3 2016 | 2 | |
Abbott Labs. | 2 | 2 | 0.37% | 0.38% | 0.39% | Q2 2016 | Q3 2016 | 2 | |
Amazon | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2016 | Q3 2016 | 2 | |
AGG | ISHARES TR | 2 | 2 | 0.25% | 0.26% | 0.26% | Q3 2023 | Q4 2023 | 2 |
EFV | iShares MSCI EAFE Value | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2018 | Q3 2018 | 2 |
DE | DEERE & CO | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
CB | Chubb Limited | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2017 | Q4 2017 | 2 |
INDA | ISHARES TR | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2023 | Q4 2023 | 2 |
FLCH | FRANKLIN TEMPLETON ETF TR | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2023 | Q4 2023 | 2 |
LINDE PLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 | |
VOD | Vodafone Group | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q4 2013 | 2 |
SHY | ISHARES TR | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2023 | Q4 2023 | 1 |
SPLB | SPDR SER TR | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2023 | Q4 2023 | 1 |
STI | SUNTRUST BKS INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
ETFC | E TRADE FINANCIAL CORP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
PWZ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
SOXX | ISHARES TR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
NANR | SPDR INDEX SHS FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
CNDT | Conduent Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
XLNX | XILINX INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
EWY | ISHARES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2023 | Q4 2023 | 1 |
SQ | SQUARE INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
SJM | Smucker (J.M.) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
LIN | LINDE PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
STM | STMICROELECTRONICS N V | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
BEAM | Beam Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
WAG | Walgreen Co. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
BDX | BECTON DICKINSON & CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
IGF | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
EWJ | ISHARES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
SAN | BANCO SANTANDER S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
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The securities at the top of the list , including PFIZER INC, CHEVRON CORP NEW, and PROCTER & GAMBLE CO, are the highest-conviction holdings of Boltwood Capital Management.
The conviction is calculated by counting the number of quarters a security has been reported by Boltwood Capital Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Boltwood Capital Management owns currently or has owned in the past.