Blodgett Wealth Advisors

Blodgett Wealth Advisors as of June 30, 2022

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 62 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 15.8 $14M 66k 218.71
Apple (AAPL) 11.8 $11M 79k 136.72
Microsoft Corporation (MSFT) 8.4 $7.6M 30k 256.84
Alphabet Cap Stk Cl A (GOOGL) 5.2 $4.8M 2.2k 2179.25
Amazon (AMZN) 4.9 $4.5M 42k 106.21
Ishares Tr Pfd And Incm Sec (PFF) 3.1 $2.8M 85k 32.88
NVIDIA Corporation (NVDA) 2.6 $2.4M 16k 151.57
Pfizer (PFE) 2.4 $2.2M 41k 52.43
Verizon Communications (VZ) 2.3 $2.1M 41k 50.75
Costco Wholesale Corporation (COST) 2.2 $2.0M 4.2k 479.38
Johnson & Johnson (JNJ) 2.2 $2.0M 11k 177.54
Procter & Gamble Company (PG) 2.1 $2.0M 14k 143.81
JPMorgan Chase & Co. (JPM) 2.1 $1.9M 17k 112.58
Vanguard Index Fds Value Etf (VTV) 2.0 $1.8M 14k 131.88
Home Depot (HD) 1.9 $1.7M 6.3k 274.21
Merck & Co (MRK) 1.8 $1.6M 18k 91.19
Ishares Tr Russell 2000 Etf (IWM) 1.5 $1.3M 7.9k 169.36
CVS Caremark Corporation (CVS) 1.5 $1.3M 14k 92.69
Waste Management (WM) 1.4 $1.3M 8.4k 153.01
McDonald's Corporation (MCD) 1.3 $1.2M 4.9k 246.85
Eli Lilly & Co. (LLY) 1.3 $1.2M 3.6k 324.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.0M 2.7k 377.42
Ishares Tr Core S&p500 Etf (IVV) 1.1 $989k 2.6k 379.07
UnitedHealth (UNH) 1.1 $976k 1.9k 513.41
Ishares Tr Select Divid Etf (DVY) 1.0 $938k 8.0k 117.72
Kimberly-Clark Corporation (KMB) 1.0 $873k 6.5k 135.10
Tesla Motors (TSLA) 0.9 $815k 1.2k 673.55
Abbvie (ABBV) 0.9 $805k 5.3k 153.22
Cisco Systems (CSCO) 0.9 $789k 19k 42.63
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $768k 10k 76.80
Intel Corporation (INTC) 0.8 $728k 20k 37.42
Visa Com Cl A (V) 0.7 $607k 3.1k 196.76
Bank of America Corporation (BAC) 0.7 $595k 19k 31.12
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.6 $581k 20k 29.46
salesforce (CRM) 0.6 $578k 3.5k 165.14
Walt Disney Company (DIS) 0.6 $565k 6.0k 94.42
Qualcomm (QCOM) 0.6 $557k 4.4k 127.81
Eaton Vance Floating-Rate Income Trust (EFT) 0.6 $527k 45k 11.78
Goldman Sachs (GS) 0.5 $493k 1.7k 296.99
United Parcel Service CL B (UPS) 0.5 $491k 2.7k 182.46
Danaher Corporation (DHR) 0.5 $458k 1.8k 253.74
Advanced Micro Devices (AMD) 0.5 $432k 5.7k 76.46
Public Storage (PSA) 0.4 $406k 1.3k 312.31
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $400k 6.2k 64.64
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $393k 20k 19.45
Target Corporation (TGT) 0.4 $385k 2.7k 141.28
Chevron Corporation (CVX) 0.4 $356k 2.5k 144.72
Honeywell International (HON) 0.4 $348k 2.0k 174.00
Sunrun (RUN) 0.3 $319k 14k 23.33
At&t (T) 0.3 $297k 14k 20.93
Consolidated Edison (ED) 0.3 $285k 3.0k 95.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $279k 995.00 280.40
International Business Machines (IBM) 0.3 $271k 1.9k 141.29
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $267k 2.9k 92.39
Sesen Bio 0.3 $266k 328k 0.81
FedEx Corporation (FDX) 0.3 $261k 1.2k 226.96
Wal-Mart Stores (WMT) 0.3 $258k 2.1k 121.58
SYSCO Corporation (SYY) 0.2 $226k 2.7k 84.64
Marriott Intl Cl A (MAR) 0.2 $216k 1.6k 136.28
Crowdstrike Hldgs Cl A (CRWD) 0.2 $216k 1.3k 168.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $214k 2.1k 101.57
Select Sector Spdr Tr Technology (XLK) 0.2 $203k 1.6k 126.88