Blodgett Wealth Advisors

Blodgett Wealth Advisors as of March 31, 2024

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 63 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 16.9 $19M 56k 337.05
Microsoft Corporation (MSFT) 11.2 $12M 29k 420.73
Apple (AAPL) 11.0 $12M 71k 171.48
NVIDIA Corporation (NVDA) 9.7 $11M 12k 903.56
Alphabet Cap Stk Cl A (GOOGL) 6.1 $6.8M 45k 150.93
Amazon (AMZN) 4.8 $5.3M 30k 180.38
Eli Lilly & Co. (LLY) 3.0 $3.4M 4.3k 777.92
Costco Wholesale Corporation (COST) 2.7 $3.0M 4.2k 732.61
JPMorgan Chase & Co. (JPM) 2.2 $2.4M 12k 200.29
Merck & Co (MRK) 2.1 $2.3M 17k 131.95
Home Depot (HD) 2.0 $2.2M 5.7k 383.57
Waste Management (WM) 1.7 $1.9M 8.8k 213.15
Procter & Gamble Company (PG) 1.7 $1.9M 12k 162.25
Ishares Tr Core S&p500 Etf (IVV) 1.6 $1.8M 3.4k 525.77
Vanguard Index Fds Value Etf (VTV) 1.5 $1.7M 10k 162.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.3M 2.5k 523.07
Ishares Tr Select Divid Etf (DVY) 1.2 $1.3M 11k 123.18
Crowdstrike Hldgs Cl A (CRWD) 1.1 $1.3M 3.9k 320.59
Johnson & Johnson (JNJ) 1.0 $1.1M 7.1k 158.19
Visa Com Cl A (V) 1.0 $1.1M 3.8k 279.07
Advanced Micro Devices (AMD) 0.9 $1.1M 5.8k 180.49
Abbvie (ABBV) 0.9 $955k 5.2k 182.10
McDonald's Corporation (MCD) 0.8 $939k 3.3k 281.91
salesforce (CRM) 0.8 $871k 2.9k 301.18
Palo Alto Networks (PANW) 0.7 $793k 2.8k 284.13
Meta Platforms Cl A (META) 0.6 $656k 1.4k 485.58
Ishares Tr Russell 2000 Etf (IWM) 0.6 $634k 3.0k 210.30
CVS Caremark Corporation (CVS) 0.6 $617k 7.7k 79.76
Chevron Corporation (CVX) 0.5 $559k 3.5k 157.73
Broadcom (AVGO) 0.5 $535k 404.00 1323.88
Kimberly-Clark Corporation (KMB) 0.5 $506k 3.9k 129.35
Radius Recycling Cl A (RDUS) 0.4 $499k 24k 21.13
Honeywell International (HON) 0.4 $463k 2.3k 205.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $460k 5.5k 84.09
Cisco Systems (CSCO) 0.4 $419k 8.4k 49.91
Pfizer (PFE) 0.4 $417k 15k 27.75
Verizon Communications (VZ) 0.4 $392k 9.4k 41.96
Public Storage (PSA) 0.3 $377k 1.3k 290.06
Danaher Corporation (DHR) 0.3 $367k 1.5k 249.72
Bank of America Corporation (BAC) 0.3 $350k 9.2k 37.92
Goldman Sachs (GS) 0.3 $345k 825.00 417.83
Intel Corporation (INTC) 0.3 $340k 7.7k 44.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $335k 2.2k 152.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $321k 723.00 443.91
Arista Networks (ANET) 0.3 $319k 1.1k 289.98
International Business Machines (IBM) 0.3 $309k 1.6k 190.96
Caterpillar (CAT) 0.3 $308k 841.00 366.52
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $302k 16k 18.64
Tesla Motors (TSLA) 0.3 $300k 1.7k 175.79
Qualcomm (QCOM) 0.3 $290k 1.7k 169.30
Uber Technologies (UBER) 0.3 $286k 3.7k 76.99
Adobe Systems Incorporated (ADBE) 0.3 $283k 560.00 504.60
Consolidated Edison (ED) 0.2 $272k 3.0k 90.81
Select Sector Spdr Tr Technology (XLK) 0.2 $260k 1.3k 208.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $255k 2.1k 120.99
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $243k 2.2k 110.52
American Express Company (AXP) 0.2 $241k 1.1k 227.76
Shopify Cl A (SHOP) 0.2 $232k 3.0k 77.17
Charles Schwab Corporation (SCHW) 0.2 $229k 3.2k 72.34
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $222k 6.1k 36.54
Marriott Intl Cl A (MAR) 0.2 $211k 836.00 252.27
Walt Disney Company (DIS) 0.2 $208k 1.7k 122.38
Carisma Therapeutics (CARM) 0.1 $58k 26k 2.27