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 58.18% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: LLY, PANW, AMZN, Arista Networks, IVV, GOOGL, SHOP, AVGO, META, NVDA.
- Started 3 new stock positions in SHOP, Arista Networks, CHPT.
- Reduced shares in these 10 stocks: CVS, PFE, ANET, V, JPM, PG, MRK, AXP, TSLA, MCD.
- Sold out of its positions in ANET, CVS, PFE.
- Blodgett Wealth Advisors was a net buyer of stock by $2.7M.
- Blodgett Wealth Advisors has $128M in assets under management (AUM), dropping by 7.23%.
- 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 December 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 | $23M | 56k | 401.58 |
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| Apple (AAPL) | 13.5 | $17M | 69k | 250.42 |
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| NVIDIA Corporation (NVDA) | 11.2 | $14M | 107k | 134.29 |
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| Microsoft Corporation (MSFT) | 9.2 | $12M | 28k | 421.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $8.4M | +3% | 44k | 189.30 |
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| Amazon (AMZN) | 5.3 | $6.7M | +5% | 31k | 219.39 |
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| Costco Wholesale Corporation (COST) | 3.1 | $4.0M | +4% | 4.4k | 916.22 |
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| Eli Lilly & Co. (LLY) | 3.1 | $4.0M | +17% | 5.1k | 771.97 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $2.6M | -4% | 11k | 239.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $2.5M | +12% | 4.3k | 588.66 |
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| Home Depot (HD) | 1.6 | $2.1M | +6% | 5.3k | 389.01 |
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| American Express Company (AXP) | 1.3 | $1.7M | 5.7k | 296.79 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $1.7M | 9.9k | 169.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $1.6M | +10% | 4.7k | 342.16 |
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| Waste Management (WM) | 1.2 | $1.6M | 7.8k | 201.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.5M | 2.5k | 586.08 |
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| Merck & Co (MRK) | 1.1 | $1.4M | -4% | 14k | 99.48 |
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| Ishares Tr Select Divid Etf (DVY) | 1.1 | $1.4M | 11k | 131.29 |
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| Tesla Motors (TSLA) | 1.0 | $1.3M | 3.3k | 403.84 |
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| Broadcom (AVGO) | 1.0 | $1.3M | +23% | 5.4k | 231.83 |
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| Procter & Gamble Company (PG) | 1.0 | $1.3M | -6% | 7.5k | 167.65 |
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| salesforce (CRM) | 0.8 | $1.0M | +16% | 3.1k | 334.38 |
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| Palo Alto Networks (PANW) | 0.7 | $901k | +135% | 5.0k | 181.96 |
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| Visa Com Cl A (V) | 0.7 | $872k | -12% | 2.8k | 316.04 |
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| McDonald's Corporation (MCD) | 0.6 | $807k | 2.8k | 289.92 |
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| Meta Platforms Cl A (META) | 0.6 | $785k | +41% | 1.3k | 585.51 |
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| Advanced Micro Devices (AMD) | 0.6 | $756k | +3% | 6.3k | 120.79 |
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| Abbvie (ABBV) | 0.6 | $751k | 4.2k | 177.70 |
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| Johnson & Johnson (JNJ) | 0.5 | $693k | 4.8k | 144.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $662k | 3.0k | 220.96 |
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| Netflix (NFLX) | 0.4 | $566k | +49% | 635.00 | 891.32 |
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| Chevron Corporation (CVX) | 0.4 | $557k | -2% | 3.8k | 144.83 |
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| Kimberly-Clark Corporation (KMB) | 0.4 | $513k | 3.9k | 131.04 |
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| Honeywell International (HON) | 0.4 | $503k | 2.2k | 225.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $483k | 5.5k | 88.40 |
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| Cisco Systems (CSCO) | 0.4 | $468k | 7.9k | 59.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $419k | 2.2k | 190.44 |
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| Bank of America Corporation (BAC) | 0.3 | $400k | 9.1k | 43.95 |
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| Public Storage (PSA) | 0.3 | $389k | 1.3k | 299.44 |
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| Arista Networks Com Shs | 0.3 | $354k | NEW | 3.2k | 110.53 |
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| International Business Machines (IBM) | 0.3 | $350k | 1.6k | 219.83 |
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| Verizon Communications (VZ) | 0.3 | $350k | 8.8k | 39.99 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $349k | 683.00 | 510.94 |
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| Danaher Corporation (DHR) | 0.3 | $337k | 1.5k | 229.55 |
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| Wal-Mart Stores (WMT) | 0.3 | $329k | +10% | 3.6k | 90.35 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $313k | +11% | 2.7k | 115.22 |
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| Caterpillar (CAT) | 0.2 | $300k | 826.00 | 362.97 |
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| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.2 | $300k | 16k | 18.49 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $291k | 1.3k | 232.52 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $269k | 2.1k | 127.59 |
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| Consolidated Edison (ED) | 0.2 | $268k | 3.0k | 89.23 |
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| Qualcomm (QCOM) | 0.2 | $264k | 1.7k | 153.62 |
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| Shopify Cl A (SHOP) | 0.2 | $247k | NEW | 2.3k | 106.33 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $246k | 6.1k | 40.49 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $242k | 1.4k | 172.47 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $240k | 1.2k | 197.49 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $234k | 3.2k | 74.01 |
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| Chargepoint Holdings Com Cl A (CHPT) | 0.0 | $15k | NEW | 14k | 1.07 |
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| Carisma Therapeutics (CARM) | 0.0 | $10k | -3% | 24k | 0.42 |
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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 Q4 filed Jan. 24, 2025
- 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