Blodgett Wealth Advisors

Blodgett Wealth Advisors as of June 30, 2024

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 58 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 17.3 $20M 56k 364.51
Apple (AAPL) 12.5 $15M 70k 210.62
NVIDIA Corporation (NVDA) 12.1 $14M 115k 123.54
Microsoft Corporation (MSFT) 11.1 $13M 29k 446.95
Alphabet Cap Stk Cl A (GOOGL) 6.9 $8.2M 45k 182.15
Amazon (AMZN) 4.7 $5.6M 29k 193.25
Eli Lilly & Co. (LLY) 3.3 $3.9M 4.3k 905.33
Costco Wholesale Corporation (COST) 3.0 $3.6M 4.2k 850.05
JPMorgan Chase & Co. (JPM) 1.9 $2.2M 11k 202.26
Ishares Tr Core S&p500 Etf (IVV) 1.7 $2.0M 3.7k 547.17
Waste Management (WM) 1.6 $1.9M 8.8k 213.34
Merck & Co (MRK) 1.6 $1.9M 15k 123.80
Home Depot (HD) 1.4 $1.7M 4.9k 344.23
Vanguard Index Fds Value Etf (VTV) 1.4 $1.7M 10k 160.40
Procter & Gamble Company (PG) 1.3 $1.6M 9.4k 164.92
Crowdstrike Hldgs Cl A (CRWD) 1.2 $1.4M 3.6k 383.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.4M 2.5k 544.22
Ishares Tr Select Divid Etf (DVY) 1.1 $1.3M 11k 120.98
Advanced Micro Devices (AMD) 0.8 $965k 5.9k 162.21
Visa Com Cl A (V) 0.7 $857k 3.3k 262.47
McDonald's Corporation (MCD) 0.7 $773k 3.0k 254.88
Palo Alto Networks (PANW) 0.6 $746k 2.2k 339.01
Abbvie (ABBV) 0.6 $728k 4.2k 171.52
Johnson & Johnson (JNJ) 0.6 $714k 4.9k 146.17
Broadcom (AVGO) 0.6 $708k 441.00 1604.67
salesforce (CRM) 0.6 $691k 2.7k 257.11
Tesla Motors (TSLA) 0.6 $674k 3.4k 197.88
Ishares Tr Russell 2000 Etf (IWM) 0.5 $608k 3.0k 202.89
Chevron Corporation (CVX) 0.5 $546k 3.5k 156.43
Kimberly-Clark Corporation (KMB) 0.5 $541k 3.9k 138.20
Meta Platforms Cl A (META) 0.4 $476k 943.00 504.22
Honeywell International (HON) 0.4 $475k 2.2k 213.54
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $443k 5.5k 81.08
CVS Caremark Corporation (CVS) 0.4 $418k 7.1k 59.06
Pfizer (PFE) 0.3 $404k 14k 27.98
Alphabet Cap Stk Cl C (GOOG) 0.3 $404k 2.2k 183.42
Arista Networks (ANET) 0.3 $386k 1.1k 350.48
Cisco Systems (CSCO) 0.3 $375k 7.9k 47.51
Verizon Communications (VZ) 0.3 $375k 9.1k 41.24
Public Storage (PSA) 0.3 $374k 1.3k 287.65
Danaher Corporation (DHR) 0.3 $367k 1.5k 249.85
Bank of America Corporation (BAC) 0.3 $361k 9.1k 39.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $346k 723.00 479.13
Qualcomm (QCOM) 0.3 $342k 1.7k 199.18
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $300k 16k 18.48
Select Sector Spdr Tr Technology (XLK) 0.2 $283k 1.3k 226.23
Caterpillar (CAT) 0.2 $280k 842.00 333.02
International Business Machines (IBM) 0.2 $280k 1.6k 172.95
Consolidated Edison (ED) 0.2 $268k 3.0k 89.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $250k 2.1k 118.60
American Express Company (AXP) 0.2 $245k 1.1k 231.66
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $234k 2.2k 106.66
Charles Schwab Corporation (SCHW) 0.2 $233k 3.2k 73.69
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $228k 6.1k 37.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $226k 1.3k 173.81
Wal-Mart Stores (WMT) 0.2 $223k 3.3k 67.72
Radius Recycling Cl A (RDUS) 0.2 $206k 14k 15.27
Carisma Therapeutics (CARM) 0.0 $39k 26k 1.52