Boltwood Capital Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

Boltwood Capital Management, a renowned financial management firm, has recently released its Q3 2023 and Q4 2023 13F Holdings report. This report provides valuable insights into the changes in the firm's holdings and sheds light on their investment decisions during this period. In this article, we will analyze the key highlights from the report and discuss the implications for investors.

SCHWAB STRATEGIC TR - Increasing Holdings:

One notable change in Boltwood Capital Management's holdings is the increase in shares of SCHWAB STRATEGIC TR. In Q3 2023, the firm held 567,702 shares, which saw a significant increase to 597,580 shares in Q4 2023. This 14.6% increase reflects the confidence of Boltwood Capital Management in the performance and potential of SCHWAB STRATEGIC TR.

ISHARES TR - Stable Holdings:

Boltwood Capital Management maintained stable holdings in various securities under the ISHARES TR umbrella. MBB, IJR, IEF, and others saw minimal changes in the number of shares held by the firm. This indicates that Boltwood Capital Management has a long-term investment strategy for these securities and believes in their consistent performance.

FLEXSHARES TR - Mixed Bag:

The holdings in FLEXSHARES TR witnessed mixed changes. While MBSD saw a 23.7% increase in shares held, HYGV experienced a slight decrease of 3.1%. GUNR, SKOR, RAVI, and GQRE also had varying changes in their holdings. These fluctuations suggest that Boltwood Capital Management closely monitors the performance of FLEXSHARES TR investments and makes adjustments accordingly.

Tech Giants - Apple, Microsoft, and Alphabet:

Boltwood Capital Management showcased its confidence in the tech sector by increasing its holdings in Apple Inc, Microsoft Corp, and Alphabet Inc. Apple Inc, in particular, saw a 15.6% increase in shares held, reflecting the firm's bullish outlook on the company's growth prospects. Microsoft Corp and Alphabet Inc also received increased investments, indicating Boltwood Capital Management's positive sentiment towards these industry leaders.

Selective Sector SPDR TR and Vanguard Intl Equity Index F - Steady Growth:

Boltwood Capital Management exhibited steady growth in its holdings of Selective Sector SPDR TR and Vanguard Intl Equity Index F. XLK, XLV, XLE, and XLF, among others, saw consistent or marginal increases in shares held. This suggests that the firm believes in the long-term potential of these sector-specific and international funds.

Impact of Changes:

The changes in Boltwood Capital Management's holdings reflect the firm's dynamic investment strategy. By increasing holdings in certain securities, the firm shows its confidence in the growth potential of those specific companies or sectors. Stable holdings indicate a long-term investment approach, while mixed changes reveal a cautious approach to certain investments.

For individual investors, analyzing the holdings of reputable firms like Boltwood Capital Management provides valuable insights. It can help investors identify emerging trends, potential growth sectors, and solidify their own investment strategies. However, it is crucial to conduct thorough research and consult with financial advisors before making any investment decisions.

In conclusion, Boltwood Capital Management's Q3 2023 vs. Q4 2023 13F Holdings report reveals interesting changes in the firm's holdings. The increase in holdings of certain securities and the steady growth in others indicate the firm's confidence in specific companies and sectors. Keeping a close eye on such reports can assist individual investors in making informed investment decisions and staying ahead in the dynamic world of finance.

Disclaimer: The information provided in this article is for informational purposes only. It is not intended to be investment advice or a recommendation to invest in any specific securities. Always do your own research and consult with a qualified financial advisor before making any investment decisions.