|
⚲
|
| Boltwood Capital Management
✚
| |
|---|---|
| CRD # | 110293 |
| SEC # | 801-27099 |
| CIK # | 0001563690 |
| AUM | $380.9 MM (2024-06-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-433-1550 |
| Address | 2099 Mt Diablo Blvd Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.5 | |
| MSFT | 1,918,222.4 | 7.3 | |
| NVDA | 399,550.0 | 5.6 | |
| SPEM | 4.1 | ||
| GOOGL | 1,475,138.5 | 4.0 | |
| CVX | 294,604.1 | 3.6 | |
| MCHP | 32,965.1 | 3.2 | |
| LOW | 111,668.6 | 2.9 | |
| JPM | 340,169.2 | 2.9 | |
| XOM | 385,508.3 | 2.9 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 32.8 |
| (b) Individuals (high net worth individuals) | 93 | 346.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 421 | 380.9 |
| By Discretionary | ||
| Discretionary | 415 | 352.1 |
| Non-Discretionary | 6 | 28.8 |
| Total | 421 | 380.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 380.9 | |
| Total | 421 | 380.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001563690] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lefavi Wealth Management Inc
✚
|
UT | 0.4 |
|
Marks Wealth LLC
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|
MD | 0.4 |
|
Rosenblum Silverman Sutton SF Inc
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CA | 0.4 |
|
Objective Capital Management LLC
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|
OH | 0.4 |
|
Matson Financial Advisors Inc
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|
CT | 0.4 |
|
MKT Advisors LLC
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|
CA | 0.4 |
|
Master's Wealth Management Inc
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|
PA | 0.4 |
|
Mosaic Pacific Investment Advisors LLC
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|
HI | 0.4 |
|
Narus Financial Partners LLC
✚
|
UT | 0.4 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.4 |