Blodgett Wealth Advisors
Latest statistics and disclosures from Blodgett Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, AAPL, NVDA, MSFT, GOOGL, and represent 57.93% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AXP, AVGO, NFLX, BX, CRWD, IWF, IVV, CVX, JPM, HD.
- Started 2 new stock positions in NFLX, BX.
- Reduced shares in these 10 stocks: NVDA, MSFT, GOOGL, AAPL, PG, WM, RDUS, ANET, VTV, MCD.
- Sold out of its position in RDUS.
- Blodgett Wealth Advisors was a net seller of stock by $-693k.
- Blodgett Wealth Advisors has $119M in assets under management (AUM), dropping by 0.77%.
- Central Index Key (CIK): 0001907826
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Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 17.7 | $21M | 56k | 375.38 |
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| Apple (AAPL) | 13.4 | $16M | 69k | 233.00 |
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| NVIDIA Corporation (NVDA) | 10.7 | $13M | -8% | 105k | 121.44 |
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| Microsoft Corporation (MSFT) | 10.1 | $12M | -5% | 28k | 430.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $7.1M | -4% | 43k | 165.85 |
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| Amazon (AMZN) | 4.5 | $5.4M | 29k | 186.33 |
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| Eli Lilly & Co. (LLY) | 3.3 | $3.9M | 4.4k | 885.90 |
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| Costco Wholesale Corporation (COST) | 3.1 | $3.7M | 4.2k | 886.45 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.4M | 11k | 210.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $2.2M | +3% | 3.8k | 576.80 |
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| Home Depot (HD) | 1.7 | $2.0M | +2% | 5.0k | 405.21 |
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| Vanguard Index Fds Value Etf (VTV) | 1.4 | $1.7M | -4% | 9.9k | 174.58 |
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| Merck & Co (MRK) | 1.4 | $1.7M | 15k | 113.56 |
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| Waste Management (WM) | 1.4 | $1.6M | -11% | 7.8k | 207.60 |
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| American Express Company (AXP) | 1.3 | $1.6M | +441% | 5.7k | 271.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.4M | 2.5k | 573.76 |
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| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.4M | 11k | 135.07 |
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| Procter & Gamble Company (PG) | 1.2 | $1.4M | -15% | 8.0k | 173.20 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.2M | +17% | 4.3k | 280.47 |
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| Advanced Micro Devices (AMD) | 0.8 | $994k | 6.1k | 164.08 |
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| Visa Com Cl A (V) | 0.7 | $870k | -3% | 3.2k | 274.95 |
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| Tesla Motors (TSLA) | 0.7 | $865k | -2% | 3.3k | 261.63 |
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| McDonald's Corporation (MCD) | 0.7 | $863k | -6% | 2.8k | 304.53 |
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| Abbvie (ABBV) | 0.7 | $835k | 4.2k | 197.48 |
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| Johnson & Johnson (JNJ) | 0.7 | $776k | 4.8k | 162.05 |
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| Broadcom (AVGO) | 0.6 | $760k | +899% | 4.4k | 172.49 |
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| salesforce (CRM) | 0.6 | $719k | -2% | 2.6k | 273.74 |
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| Palo Alto Networks (PANW) | 0.6 | $718k | -4% | 2.1k | 341.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $662k | 3.0k | 220.89 |
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| Chevron Corporation (CVX) | 0.5 | $581k | +12% | 3.9k | 147.26 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $557k | 3.9k | 142.28 |
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| Meta Platforms Cl A (META) | 0.5 | $544k | 950.00 | 572.44 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $482k | 5.5k | 88.14 |
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| Public Storage (PSA) | 0.4 | $473k | 1.3k | 363.87 |
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| Honeywell International (HON) | 0.4 | $460k | 2.2k | 206.71 |
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| Cisco Systems (CSCO) | 0.4 | $420k | 7.9k | 53.22 |
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| CVS Caremark Corporation (CVS) | 0.3 | $410k | -7% | 6.5k | 62.88 |
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| Danaher Corporation (DHR) | 0.3 | $409k | 1.5k | 278.02 |
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| Verizon Communications (VZ) | 0.3 | $401k | 8.9k | 44.91 |
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| Pfizer (PFE) | 0.3 | $390k | -6% | 14k | 28.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $368k | 2.2k | 167.19 |
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| Bank of America Corporation (BAC) | 0.3 | $361k | 9.1k | 39.68 |
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| International Business Machines (IBM) | 0.3 | $358k | 1.6k | 221.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $333k | -5% | 682.00 | 488.41 |
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| Caterpillar (CAT) | 0.3 | $323k | 826.00 | 391.35 |
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| Consolidated Edison (ED) | 0.3 | $312k | 3.0k | 104.13 |
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| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.3 | $307k | 16k | 18.95 |
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| Arista Networks (ANET) | 0.3 | $307k | -27% | 800.00 | 383.82 |
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| Netflix (NFLX) | 0.3 | $301k | NEW | 425.00 | 709.27 |
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| Qualcomm (QCOM) | 0.2 | $292k | 1.7k | 170.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $286k | +11% | 2.4k | 116.96 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $282k | 1.3k | 225.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $270k | 2.1k | 128.20 |
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| Wal-Mart Stores (WMT) | 0.2 | $266k | 3.3k | 80.75 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $241k | 6.1k | 39.69 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $214k | NEW | 1.4k | 153.16 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $211k | -6% | 1.2k | 173.67 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $205k | 3.2k | 64.81 |
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| Carisma Therapeutics (CARM) | 0.0 | $25k | 25k | 0.98 |
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Past Filings by Blodgett Wealth Advisors
SEC 13F filings are viewable for Blodgett Wealth Advisors going back to 2021
- Blodgett Wealth Advisors 2024 Q3 filed Oct. 21, 2024
- Blodgett Wealth Advisors 2024 Q2 filed July 24, 2024
- Blodgett Wealth Advisors 2024 Q1 filed April 23, 2024
- Blodgett Wealth Advisors 2023 Q4 filed Feb. 2, 2024
- Blodgett Wealth Advisors 2023 Q3 filed Oct. 30, 2023
- Blodgett Wealth Advisors 2023 Q2 filed July 27, 2023
- Blodgett Wealth Advisors 2023 Q1 filed April 24, 2023
- Blodgett Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- Blodgett Wealth Advisors 2022 Q3 filed Oct. 21, 2022
- Blodgett Wealth Advisors 2022 Q2 filed July 20, 2022
- Blodgett Wealth Advisors 2022 Q1 filed April 27, 2022
- Blodgett Wealth Advisors 2021 Q4 filed Feb. 2, 2022