Blodgett Wealth Advisors

Blodgett Wealth Advisors as of March 31, 2023

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 62 positions in its portfolio as reported in the March 2023 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 56k 244.33
Apple (AAPL) 13.5 $12M 71k 164.90
Microsoft Corporation (MSFT) 9.4 $8.1M 28k 288.30
Alphabet Cap Stk Cl A (GOOGL) 5.3 $4.6M 44k 103.73
NVIDIA Corporation (NVDA) 3.9 $3.4M 12k 277.77
Amazon (AMZN) 3.8 $3.3M 32k 103.29
Costco Wholesale Corporation (COST) 2.4 $2.1M 4.2k 496.88
Procter & Gamble Company (PG) 2.3 $2.0M 13k 148.69
Merck & Co (MRK) 2.2 $1.9M 18k 106.39
Vanguard Index Fds Value Etf (VTV) 2.2 $1.9M 14k 138.11
Home Depot (HD) 2.1 $1.8M 6.2k 295.14
JPMorgan Chase & Co. (JPM) 2.1 $1.8M 14k 130.31
Johnson & Johnson (JNJ) 2.0 $1.8M 11k 155.00
Pfizer (PFE) 1.9 $1.7M 41k 40.80
Ishares Tr Select Divid Etf (DVY) 1.7 $1.5M 13k 117.18
Waste Management (WM) 1.6 $1.4M 8.5k 163.17
McDonald's Corporation (MCD) 1.6 $1.4M 4.9k 279.59
Eli Lilly & Co. (LLY) 1.5 $1.3M 3.9k 343.40
Ishares Tr Pfd And Incm Sec (PFF) 1.3 $1.1M 36k 31.22
CVS Caremark Corporation (CVS) 1.2 $1.1M 15k 74.31
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.1M 2.6k 411.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.0M 2.5k 409.39
Verizon Communications (VZ) 1.1 $916k 24k 38.89
Ishares Tr Russell 2000 Etf (IWM) 1.0 $895k 5.0k 178.40
UnitedHealth (UNH) 1.0 $894k 1.9k 472.55
Abbvie (ABBV) 1.0 $876k 5.5k 159.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $765k 10k 76.49
Cisco Systems (CSCO) 0.9 $744k 14k 52.27
Visa Com Cl A (V) 0.8 $724k 3.2k 225.46
Kimberly-Clark Corporation (KMB) 0.8 $666k 5.0k 134.22
salesforce (CRM) 0.7 $623k 3.1k 199.78
Chevron Corporation (CVX) 0.7 $598k 3.7k 163.16
Advanced Micro Devices (AMD) 0.7 $595k 6.1k 98.01
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.7 $576k 20k 29.23
United Parcel Service CL B (UPS) 0.6 $507k 2.6k 193.97
Bank of America Corporation (BAC) 0.6 $478k 17k 28.60
Goldman Sachs (GS) 0.5 $435k 1.3k 327.11
Tesla Motors (TSLA) 0.5 $421k 2.0k 207.46
Public Storage (PSA) 0.5 $393k 1.3k 302.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $389k 5.6k 69.92
Honeywell International (HON) 0.4 $382k 2.0k 191.12
Danaher Corporation (DHR) 0.4 $371k 1.5k 252.04
Exxon Mobil Corporation (XOM) 0.4 $345k 3.2k 109.66
Ford Motor Company (F) 0.4 $342k 27k 12.60
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.4 $309k 16k 19.03
Intel Corporation (INTC) 0.3 $298k 9.1k 32.67
Walt Disney Company (DIS) 0.3 $293k 2.9k 100.13
Consolidated Edison (ED) 0.3 $287k 3.0k 95.67
Sunrun (RUN) 0.3 $276k 14k 20.15
International Business Machines (IBM) 0.3 $251k 1.9k 131.09
Nike CL B (NKE) 0.3 $233k 1.9k 122.64
Marriott Intl Cl A (MAR) 0.3 $230k 1.4k 166.08
Crowdstrike Hldgs Cl A (CRWD) 0.3 $227k 1.7k 137.26
Qualcomm (QCOM) 0.3 $225k 1.8k 127.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $223k 695.00 321.12
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $222k 2.1k 105.50
Boeing Company (BA) 0.2 $212k 1.0k 212.43
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $212k 2.2k 96.70
Arista Networks (ANET) 0.2 $210k 1.3k 167.86
SYSCO Corporation (SYY) 0.2 $206k 2.7k 77.23
Eaton Vance Floating-Rate Income Trust (EFT) 0.2 $155k 14k 11.51
Carisma Therapeutics (CARM) 0.1 $92k 30k 3.10