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 |
