Blodgett Wealth Advisors

Blodgett Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Blodgett Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 16.8 $14M 64k 214.24
Apple (AAPL) 11.3 $9.3M 72k 129.93
Microsoft Corporation (MSFT) 8.3 $6.8M 28k 239.82
Alphabet Cap Stk Cl A (GOOGL) 4.8 $3.9M 44k 88.23
Amazon (AMZN) 3.5 $2.9M 35k 84.00
NVIDIA Corporation (NVDA) 2.8 $2.3M 16k 146.14
Pfizer (PFE) 2.6 $2.1M 42k 51.24
Procter & Gamble Company (PG) 2.5 $2.1M 14k 151.56
Johnson & Johnson (JNJ) 2.4 $2.0M 11k 176.65
Vanguard Index Fds Value Etf (VTV) 2.4 $2.0M 14k 140.37
Merck & Co (MRK) 2.4 $2.0M 18k 110.95
Home Depot (HD) 2.4 $2.0M 6.2k 315.84
Costco Wholesale Corporation (COST) 2.4 $2.0M 4.3k 456.47
JPMorgan Chase & Co. (JPM) 2.3 $1.9M 14k 134.10
Ishares Tr Select Divid Etf (DVY) 1.8 $1.5M 13k 120.60
Eli Lilly & Co. (LLY) 1.7 $1.4M 3.9k 365.82
CVS Caremark Corporation (CVS) 1.6 $1.3M 15k 93.19
Waste Management (WM) 1.6 $1.3M 8.5k 156.88
McDonald's Corporation (MCD) 1.6 $1.3M 4.9k 263.56
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $1.3M 41k 30.53
Verizon Communications (VZ) 1.3 $1.0M 26k 39.40
UnitedHealth (UNH) 1.2 $1.0M 1.9k 530.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $996k 2.6k 382.43
Ishares Tr Core S&p500 Etf (IVV) 1.2 $988k 2.6k 384.27
Ishares Tr Russell 2000 Etf (IWM) 1.1 $895k 5.1k 174.36
Abbvie (ABBV) 1.1 $888k 5.5k 161.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $753k 10k 75.28
Cisco Systems (CSCO) 0.9 $711k 15k 47.64
Kimberly-Clark Corporation (KMB) 0.8 $674k 5.0k 135.75
Visa Com Cl A (V) 0.8 $667k 3.2k 207.76
Chevron Corporation (CVX) 0.8 $652k 3.6k 179.49
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.7 $570k 20k 28.89
Bank of America Corporation (BAC) 0.6 $534k 16k 33.12
salesforce (CRM) 0.6 $457k 3.4k 132.59
Goldman Sachs (GS) 0.6 $457k 1.3k 343.38
United Parcel Service CL B (UPS) 0.6 $456k 2.6k 173.83
Advanced Micro Devices (AMD) 0.5 $452k 7.0k 64.77
Honeywell International (HON) 0.5 $429k 2.0k 214.30
Danaher Corporation (DHR) 0.5 $417k 1.6k 265.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $376k 5.6k 67.45
Sesen Bio 0.4 $366k 600k 0.61
Public Storage (PSA) 0.4 $364k 1.3k 280.19
Exxon Mobil Corporation (XOM) 0.4 $347k 3.2k 110.30
Sunrun (RUN) 0.4 $328k 14k 24.02
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $299k 16k 18.45
Walt Disney Company (DIS) 0.4 $291k 3.4k 86.88
Intel Corporation (INTC) 0.3 $286k 11k 26.43
Consolidated Edison (ED) 0.3 $286k 3.0k 95.31
International Business Machines (IBM) 0.3 $270k 1.9k 140.89
Tesla Motors (TSLA) 0.3 $257k 2.1k 123.18
Boeing Company (BA) 0.3 $257k 1.4k 190.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $228k 2.1k 108.21
At&t (T) 0.3 $225k 12k 18.41
Nike CL B (NKE) 0.3 $222k 1.9k 117.01
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $218k 820.00 266.38
Caterpillar (CAT) 0.3 $216k 902.00 239.56
Wal-Mart Stores (WMT) 0.3 $216k 1.5k 141.81
Target Corporation (TGT) 0.3 $209k 1.4k 149.04
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $208k 2.2k 94.64
Marriott Intl Cl A (MAR) 0.3 $206k 1.4k 148.91
Eaton Vance Floating-Rate Income Trust (EFT) 0.2 $205k 19k 11.09
SYSCO Corporation (SYY) 0.2 $204k 2.7k 76.45