Blodgett Wealth Advisors

Blodgett Wealth Advisors as of June 30, 2023

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 63 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 15.9 $15M 56k 275.18
Apple (AAPL) 14.2 $14M 71k 193.97
Microsoft Corporation (MSFT) 10.1 $9.8M 29k 340.54
Alphabet Cap Stk Cl A (GOOGL) 5.7 $5.5M 46k 119.70
NVIDIA Corporation (NVDA) 5.1 $5.0M 12k 423.02
Amazon (AMZN) 4.3 $4.2M 32k 130.36
Costco Wholesale Corporation (COST) 2.3 $2.2M 4.2k 538.33
Merck & Co (MRK) 2.1 $2.1M 18k 115.39
JPMorgan Chase & Co. (JPM) 2.1 $2.0M 14k 145.44
Procter & Gamble Company (PG) 2.0 $2.0M 13k 151.74
Home Depot (HD) 2.0 $1.9M 6.2k 310.66
Vanguard Index Fds Value Etf (VTV) 2.0 $1.9M 14k 142.10
Johnson & Johnson (JNJ) 1.9 $1.9M 11k 165.52
Eli Lilly & Co. (LLY) 1.7 $1.7M 3.6k 468.95
Waste Management (WM) 1.6 $1.5M 8.9k 173.42
Pfizer (PFE) 1.6 $1.5M 41k 36.68
McDonald's Corporation (MCD) 1.5 $1.5M 4.9k 298.40
Ishares Tr Select Divid Etf (DVY) 1.5 $1.4M 13k 113.30
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.1M 2.6k 445.68
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.1M 2.5k 443.28
CVS Caremark Corporation (CVS) 1.0 $1.0M 15k 69.13
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $974k 32k 30.93
Ishares Tr Russell 2000 Etf (IWM) 1.0 $939k 5.0k 187.27
UnitedHealth (UNH) 0.9 $910k 1.9k 480.69
Visa Com Cl A (V) 0.9 $893k 3.8k 237.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $756k 10k 75.57
Verizon Communications (VZ) 0.8 $738k 20k 37.19
Chevron Corporation (CVX) 0.7 $718k 4.6k 157.37
Abbvie (ABBV) 0.7 $713k 5.3k 134.73
Kimberly-Clark Corporation (KMB) 0.7 $664k 4.8k 138.06
Cisco Systems (CSCO) 0.7 $633k 12k 51.74
salesforce (CRM) 0.6 $577k 2.7k 211.26
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.6 $568k 20k 28.79
Advanced Micro Devices (AMD) 0.5 $497k 4.4k 113.91
Bank of America Corporation (BAC) 0.5 $474k 17k 28.69
United Parcel Service CL B (UPS) 0.5 $469k 2.6k 179.23
Honeywell International (HON) 0.5 $462k 2.2k 207.50
Tesla Motors (TSLA) 0.5 $437k 1.7k 261.77
Ford Motor Company (F) 0.4 $418k 28k 15.13
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $407k 5.6k 73.03
Goldman Sachs (GS) 0.4 $403k 1.3k 322.54
Public Storage (PSA) 0.4 $379k 1.3k 291.88
Danaher Corporation (DHR) 0.4 $353k 1.5k 240.00
Crowdstrike Hldgs Cl A (CRWD) 0.3 $338k 2.3k 146.87
Exxon Mobil Corporation (XOM) 0.3 $338k 3.2k 107.25
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $299k 16k 18.46
Intel Corporation (INTC) 0.3 $294k 8.8k 33.44
Consolidated Edison (ED) 0.3 $271k 3.0k 90.40
Marriott Intl Cl A (MAR) 0.3 $255k 1.4k 183.75
Carisma Therapeutics (CARM) 0.3 $252k 29k 8.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $251k 680.00 369.68
International Business Machines (IBM) 0.3 $243k 1.8k 133.81
Sunrun (RUN) 0.2 $230k 13k 17.86
Palo Alto Networks (PANW) 0.2 $230k 900.00 255.51
Walt Disney Company (DIS) 0.2 $225k 2.5k 89.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $224k 2.1k 106.07
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $219k 2.2k 99.65
Alphabet Cap Stk Cl C (GOOG) 0.2 $218k 1.8k 120.97
Select Sector Spdr Tr Technology (XLK) 0.2 $217k 1.3k 173.86
Qualcomm (QCOM) 0.2 $210k 1.8k 119.04
Nike CL B (NKE) 0.2 $210k 1.9k 110.38
Caterpillar (CAT) 0.2 $206k 839.00 246.01
Shopify Cl A (SHOP) 0.2 $202k 3.1k 64.60