Blodgett Wealth Advisors
Latest statistics and disclosures from Blodgett Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, MSFT, AAPL, NVDA, GOOGL, and represent 54.95% of Blodgett Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: LLY, RDUS, CRWD, UBER, ADBE, MSFT, PANW, AXP, SCHW, DIS.
- Started 6 new stock positions in AXP, SCHW, UBER, ADBE, DIS, RDUS.
- Reduced shares in these 10 stocks: NVDA, JNJ, F, , GOOGL, CVX, AMZN, CSCO, TSLA, PG.
- Sold out of its positions in XOM, F.
- Blodgett Wealth Advisors was a net buyer of stock by $309k.
- Blodgett Wealth Advisors has $111M in assets under management (AUM), dropping by 13.15%.
- Central Index Key (CIK): 0001907826
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Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 63 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 16.9 | $19M | 56k | 337.05 |
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| Microsoft Corporation (MSFT) | 11.2 | $12M | +2% | 29k | 420.73 |
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| Apple (AAPL) | 11.0 | $12M | 71k | 171.48 |
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| NVIDIA Corporation (NVDA) | 9.7 | $11M | -10% | 12k | 903.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $6.8M | -3% | 45k | 150.93 |
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| Amazon (AMZN) | 4.8 | $5.3M | -3% | 30k | 180.38 |
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| Eli Lilly & Co. (LLY) | 3.0 | $3.4M | +25% | 4.3k | 777.92 |
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| Costco Wholesale Corporation (COST) | 2.7 | $3.0M | 4.2k | 732.61 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $2.4M | +3% | 12k | 200.29 |
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| Merck & Co (MRK) | 2.1 | $2.3M | 17k | 131.95 |
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| Home Depot (HD) | 2.0 | $2.2M | 5.7k | 383.57 |
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| Waste Management (WM) | 1.7 | $1.9M | 8.8k | 213.15 |
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| Procter & Gamble Company (PG) | 1.7 | $1.9M | -6% | 12k | 162.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $1.8M | +3% | 3.4k | 525.77 |
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| Vanguard Index Fds Value Etf (VTV) | 1.5 | $1.7M | +8% | 10k | 162.85 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.3M | 2.5k | 523.07 |
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| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.3M | -5% | 11k | 123.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $1.3M | +33% | 3.9k | 320.59 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.1M | -35% | 7.1k | 158.19 |
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| Visa Com Cl A (V) | 1.0 | $1.1M | 3.8k | 279.07 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.1M | +7% | 5.8k | 180.49 |
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| Abbvie (ABBV) | 0.9 | $955k | 5.2k | 182.10 |
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| McDonald's Corporation (MCD) | 0.8 | $939k | 3.3k | 281.91 |
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| salesforce (CRM) | 0.8 | $871k | +4% | 2.9k | 301.18 |
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| Palo Alto Networks (PANW) | 0.7 | $793k | +44% | 2.8k | 284.13 |
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| Meta Platforms Cl A (META) | 0.6 | $656k | +10% | 1.4k | 485.58 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $634k | 3.0k | 210.30 |
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| CVS Caremark Corporation (CVS) | 0.6 | $617k | -3% | 7.7k | 79.76 |
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| Chevron Corporation (CVX) | 0.5 | $559k | -24% | 3.5k | 157.73 |
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| Broadcom (AVGO) | 0.5 | $535k | +8% | 404.00 | 1323.88 |
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| Kimberly-Clark Corporation (KMB) | 0.5 | $506k | -4% | 3.9k | 129.35 |
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| Radius Recycling Cl A (RDUS) | 0.4 | $499k | NEW | 24k | 21.13 |
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| Honeywell International (HON) | 0.4 | $463k | 2.3k | 205.22 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $460k | 5.5k | 84.09 |
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| Cisco Systems (CSCO) | 0.4 | $419k | -25% | 8.4k | 49.91 |
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| Pfizer (PFE) | 0.4 | $417k | -12% | 15k | 27.75 |
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| Verizon Communications (VZ) | 0.4 | $392k | -10% | 9.4k | 41.96 |
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| Public Storage (PSA) | 0.3 | $377k | 1.3k | 290.06 |
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| Danaher Corporation (DHR) | 0.3 | $367k | 1.5k | 249.72 |
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| Bank of America Corporation (BAC) | 0.3 | $350k | +13% | 9.2k | 37.92 |
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| Goldman Sachs (GS) | 0.3 | $345k | -17% | 825.00 | 417.83 |
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| Intel Corporation (INTC) | 0.3 | $340k | 7.7k | 44.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $335k | 2.2k | 152.26 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $321k | +6% | 723.00 | 443.91 |
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| Arista Networks (ANET) | 0.3 | $319k | 1.1k | 289.98 |
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| International Business Machines (IBM) | 0.3 | $309k | 1.6k | 190.96 |
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| Caterpillar (CAT) | 0.3 | $308k | 841.00 | 366.52 |
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| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.3 | $302k | 16k | 18.64 |
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| Tesla Motors (TSLA) | 0.3 | $300k | -30% | 1.7k | 175.79 |
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| Qualcomm (QCOM) | 0.3 | $290k | 1.7k | 169.30 |
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| Uber Technologies (UBER) | 0.3 | $286k | NEW | 3.7k | 76.99 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $283k | NEW | 560.00 | 504.60 |
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| Consolidated Edison (ED) | 0.2 | $272k | 3.0k | 90.81 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $260k | 1.3k | 208.27 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $255k | 2.1k | 120.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $243k | 2.2k | 110.52 |
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| American Express Company (AXP) | 0.2 | $241k | NEW | 1.1k | 227.76 |
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| Shopify Cl A (SHOP) | 0.2 | $232k | -4% | 3.0k | 77.17 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $229k | NEW | 3.2k | 72.34 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $222k | 6.1k | 36.54 |
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| Marriott Intl Cl A (MAR) | 0.2 | $211k | -26% | 836.00 | 252.27 |
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| Walt Disney Company (DIS) | 0.2 | $208k | NEW | 1.7k | 122.38 |
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| Carisma Therapeutics (CARM) | 0.1 | $58k | 26k | 2.27 |
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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 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