Blodgett Wealth Advisors as of Dec. 31, 2023
Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 59 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 17.2 | $17M | 55k | 303.17 | |
| Apple (AAPL) | 13.9 | $14M | 71k | 192.53 | |
| Microsoft Corporation (MSFT) | 11.0 | $11M | 29k | 376.04 | |
| NVIDIA Corporation (NVDA) | 6.7 | $6.6M | 13k | 495.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $6.5M | 47k | 139.69 | |
| Amazon (AMZN) | 4.8 | $4.7M | 31k | 151.94 | |
| Costco Wholesale Corporation (COST) | 2.7 | $2.7M | 4.1k | 660.15 | |
| Eli Lilly & Co. (LLY) | 2.1 | $2.0M | 3.4k | 582.88 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.0M | 12k | 170.10 | |
| Home Depot (HD) | 2.0 | $1.9M | 5.6k | 346.54 | |
| Merck & Co (MRK) | 1.9 | $1.9M | 17k | 109.02 | |
| Procter & Gamble Company (PG) | 1.8 | $1.8M | 12k | 146.54 | |
| Johnson & Johnson (JNJ) | 1.7 | $1.7M | 11k | 156.74 | |
| Waste Management (WM) | 1.6 | $1.6M | 8.8k | 179.10 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $1.6M | 3.3k | 477.69 | |
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $1.4M | 9.6k | 149.50 | |
| Ishares Tr Select Divid Etf (DVY) | 1.3 | $1.3M | 11k | 117.22 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.2M | 2.5k | 475.31 | |
| Visa Com Cl A (V) | 1.0 | $979k | 3.8k | 260.35 | |
| McDonald's Corporation (MCD) | 1.0 | $977k | 3.3k | 296.54 | |
| Abbvie (ABBV) | 0.8 | $813k | 5.2k | 154.97 | |
| Advanced Micro Devices (AMD) | 0.8 | $796k | 5.4k | 147.41 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $751k | 2.9k | 255.32 | |
| salesforce (CRM) | 0.7 | $732k | 2.8k | 263.14 | |
| Chevron Corporation (CVX) | 0.7 | $700k | 4.7k | 149.17 | |
| CVS Caremark Corporation (CVS) | 0.6 | $635k | 8.0k | 78.96 | |
| Tesla Motors (TSLA) | 0.6 | $610k | 2.5k | 248.48 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $605k | 3.0k | 200.71 | |
| Cisco Systems (CSCO) | 0.6 | $571k | 11k | 50.52 | |
| Palo Alto Networks (PANW) | 0.6 | $569k | 1.9k | 294.88 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $500k | 4.1k | 121.51 | |
| Pfizer (PFE) | 0.5 | $495k | 17k | 28.79 | |
| Honeywell International (HON) | 0.5 | $467k | 2.2k | 209.71 | |
| Meta Platforms Cl A (META) | 0.4 | $434k | 1.2k | 353.96 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $425k | 5.5k | 77.73 | |
| Broadcom (AVGO) | 0.4 | $415k | 372.00 | 1116.25 | |
| Public Storage (PSA) | 0.4 | $397k | 1.3k | 305.00 | |
| Verizon Communications (VZ) | 0.4 | $392k | 10k | 37.70 | |
| Intel Corporation (INTC) | 0.4 | $387k | 7.7k | 50.25 | |
| Goldman Sachs (GS) | 0.4 | $386k | 1.0k | 385.77 | |
| Danaher Corporation (DHR) | 0.3 | $340k | 1.5k | 231.34 | |
| Ford Motor Company (F) | 0.3 | $330k | 27k | 12.19 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $315k | 3.2k | 99.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $310k | 2.2k | 140.93 | |
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.3 | $301k | 16k | 18.59 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $279k | 681.00 | 409.27 | |
| Bank of America Corporation (BAC) | 0.3 | $275k | 8.2k | 33.67 | |
| Consolidated Edison (ED) | 0.3 | $273k | 3.0k | 90.97 | |
| International Business Machines (IBM) | 0.3 | $265k | 1.6k | 163.55 | |
| Arista Networks (ANET) | 0.3 | $259k | 1.1k | 235.51 | |
| Marriott Intl Cl A (MAR) | 0.3 | $256k | 1.1k | 225.46 | |
| Caterpillar (CAT) | 0.3 | $249k | 841.00 | 295.50 | |
| Qualcomm (QCOM) | 0.3 | $248k | 1.7k | 144.63 | |
| Shopify Cl A (SHOP) | 0.2 | $243k | 3.1k | 77.90 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $241k | 1.3k | 192.48 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $238k | 2.2k | 108.25 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $235k | 2.1k | 111.63 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $202k | 6.1k | 33.25 | |
| Carisma Therapeutics (CARM) | 0.1 | $75k | 26k | 2.93 |
