Blodgett Wealth Advisors as of Sept. 30, 2024
Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 17.7 | $21M | 56k | 375.38 | |
| Apple (AAPL) | 13.4 | $16M | 69k | 233.00 | |
| NVIDIA Corporation (NVDA) | 10.7 | $13M | 105k | 121.44 | |
| Microsoft Corporation (MSFT) | 10.1 | $12M | 28k | 430.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $7.1M | 43k | 165.85 | |
| Amazon (AMZN) | 4.5 | $5.4M | 29k | 186.33 | |
| Eli Lilly & Co. (LLY) | 3.3 | $3.9M | 4.4k | 885.90 | |
| Costco Wholesale Corporation (COST) | 3.1 | $3.7M | 4.2k | 886.45 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.4M | 11k | 210.86 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $2.2M | 3.8k | 576.80 | |
| Home Depot (HD) | 1.7 | $2.0M | 5.0k | 405.21 | |
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $1.7M | 9.9k | 174.58 | |
| Merck & Co (MRK) | 1.4 | $1.7M | 15k | 113.56 | |
| Waste Management (WM) | 1.4 | $1.6M | 7.8k | 207.60 | |
| American Express Company (AXP) | 1.3 | $1.6M | 5.7k | 271.18 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.4M | 2.5k | 573.76 | |
| Ishares Tr Select Divid Etf (DVY) | 1.2 | $1.4M | 11k | 135.07 | |
| Procter & Gamble Company (PG) | 1.2 | $1.4M | 8.0k | 173.20 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.2M | 4.3k | 280.47 | |
| Advanced Micro Devices (AMD) | 0.8 | $994k | 6.1k | 164.08 | |
| Visa Com Cl A (V) | 0.7 | $870k | 3.2k | 274.95 | |
| Tesla Motors (TSLA) | 0.7 | $865k | 3.3k | 261.63 | |
| McDonald's Corporation (MCD) | 0.7 | $863k | 2.8k | 304.53 | |
| Abbvie (ABBV) | 0.7 | $835k | 4.2k | 197.48 | |
| Johnson & Johnson (JNJ) | 0.7 | $776k | 4.8k | 162.05 | |
| Broadcom (AVGO) | 0.6 | $760k | 4.4k | 172.49 | |
| salesforce (CRM) | 0.6 | $719k | 2.6k | 273.74 | |
| Palo Alto Networks (PANW) | 0.6 | $718k | 2.1k | 341.80 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $662k | 3.0k | 220.89 | |
| Chevron Corporation (CVX) | 0.5 | $581k | 3.9k | 147.26 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $557k | 3.9k | 142.28 | |
| Meta Platforms Cl A (META) | 0.5 | $544k | 950.00 | 572.44 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $482k | 5.5k | 88.14 | |
| Public Storage (PSA) | 0.4 | $473k | 1.3k | 363.87 | |
| Honeywell International (HON) | 0.4 | $460k | 2.2k | 206.71 | |
| Cisco Systems (CSCO) | 0.4 | $420k | 7.9k | 53.22 | |
| CVS Caremark Corporation (CVS) | 0.3 | $410k | 6.5k | 62.88 | |
| Danaher Corporation (DHR) | 0.3 | $409k | 1.5k | 278.02 | |
| Verizon Communications (VZ) | 0.3 | $401k | 8.9k | 44.91 | |
| Pfizer (PFE) | 0.3 | $390k | 14k | 28.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $368k | 2.2k | 167.19 | |
| Bank of America Corporation (BAC) | 0.3 | $361k | 9.1k | 39.68 | |
| International Business Machines (IBM) | 0.3 | $358k | 1.6k | 221.08 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $333k | 682.00 | 488.41 | |
| Caterpillar (CAT) | 0.3 | $323k | 826.00 | 391.35 | |
| Consolidated Edison (ED) | 0.3 | $312k | 3.0k | 104.13 | |
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.3 | $307k | 16k | 18.95 | |
| Arista Networks (ANET) | 0.3 | $307k | 800.00 | 383.82 | |
| Netflix (NFLX) | 0.3 | $301k | 425.00 | 709.27 | |
| Qualcomm (QCOM) | 0.2 | $292k | 1.7k | 170.05 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $286k | 2.4k | 116.96 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $282k | 1.3k | 225.76 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $270k | 2.1k | 128.20 | |
| Wal-Mart Stores (WMT) | 0.2 | $266k | 3.3k | 80.75 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $241k | 6.1k | 39.69 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $214k | 1.4k | 153.16 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $211k | 1.2k | 173.67 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $205k | 3.2k | 64.81 | |
| Carisma Therapeutics (CARM) | 0.0 | $25k | 25k | 0.98 |
