Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOLTWOOD CAPITAL MANAGEMENT | 04-04-2024 | 03-31-2024 | 169 | 322,752,976 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $1,870,164 | 67,393 | 0.00 | 0.00 | 3,570 | 5.59 | 03-31-2024 |
| SPDR SER TR | PORT MTG BK ETF | 52 | $1,861,947 | 85,725 | 0.00 | 0.00 | 44,650 | 108.70 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 53 | $1,812,412 | 7,960 | 0.00 | 0.00 | -275 | -3.34 | 03-31-2024 |
| ELI LILLY & CO | COM | 54 | $1,791,642 | 2,303 | 0.00 | 0.00 | -600 | -20.67 | 03-31-2024 |
