Blodgett Wealth Advisors as of Dec. 31, 2024
Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 59 positions in its portfolio as reported in the December 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 | $23M | 56k | 401.58 | |
| Apple (AAPL) | 13.5 | $17M | 69k | 250.42 | |
| NVIDIA Corporation (NVDA) | 11.2 | $14M | 107k | 134.29 | |
| Microsoft Corporation (MSFT) | 9.2 | $12M | 28k | 421.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $8.4M | 44k | 189.30 | |
| Amazon (AMZN) | 5.3 | $6.7M | 31k | 219.39 | |
| Costco Wholesale Corporation (COST) | 3.1 | $4.0M | 4.4k | 916.22 | |
| Eli Lilly & Co. (LLY) | 3.1 | $4.0M | 5.1k | 771.97 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.6M | 11k | 239.71 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $2.5M | 4.3k | 588.66 | |
| Home Depot (HD) | 1.6 | $2.1M | 5.3k | 389.01 | |
| American Express Company (AXP) | 1.3 | $1.7M | 5.7k | 296.79 | |
| Vanguard Index Fds Value Etf (VTV) | 1.3 | $1.7M | 9.9k | 169.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $1.6M | 4.7k | 342.16 | |
| Waste Management (WM) | 1.2 | $1.6M | 7.8k | 201.79 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.5M | 2.5k | 586.08 | |
| Merck & Co (MRK) | 1.1 | $1.4M | 14k | 99.48 | |
| Ishares Tr Select Divid Etf (DVY) | 1.1 | $1.4M | 11k | 131.29 | |
| Tesla Motors (TSLA) | 1.0 | $1.3M | 3.3k | 403.84 | |
| Broadcom (AVGO) | 1.0 | $1.3M | 5.4k | 231.83 | |
| Procter & Gamble Company (PG) | 1.0 | $1.3M | 7.5k | 167.65 | |
| salesforce (CRM) | 0.8 | $1.0M | 3.1k | 334.38 | |
| Palo Alto Networks (PANW) | 0.7 | $901k | 5.0k | 181.96 | |
| Visa Com Cl A (V) | 0.7 | $872k | 2.8k | 316.04 | |
| McDonald's Corporation (MCD) | 0.6 | $807k | 2.8k | 289.92 | |
| Meta Platforms Cl A (META) | 0.6 | $785k | 1.3k | 585.51 | |
| Advanced Micro Devices (AMD) | 0.6 | $756k | 6.3k | 120.79 | |
| Abbvie (ABBV) | 0.6 | $751k | 4.2k | 177.70 | |
| Johnson & Johnson (JNJ) | 0.5 | $693k | 4.8k | 144.63 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $662k | 3.0k | 220.96 | |
| Netflix (NFLX) | 0.4 | $566k | 635.00 | 891.32 | |
| Chevron Corporation (CVX) | 0.4 | $557k | 3.8k | 144.83 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $513k | 3.9k | 131.04 | |
| Honeywell International (HON) | 0.4 | $503k | 2.2k | 225.89 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $483k | 5.5k | 88.40 | |
| Cisco Systems (CSCO) | 0.4 | $468k | 7.9k | 59.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $419k | 2.2k | 190.44 | |
| Bank of America Corporation (BAC) | 0.3 | $400k | 9.1k | 43.95 | |
| Public Storage (PSA) | 0.3 | $389k | 1.3k | 299.44 | |
| Arista Networks Com Shs (ANET) | 0.3 | $354k | 3.2k | 110.53 | |
| International Business Machines (IBM) | 0.3 | $350k | 1.6k | 219.83 | |
| Verizon Communications (VZ) | 0.3 | $350k | 8.8k | 39.99 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $349k | 683.00 | 510.94 | |
| Danaher Corporation (DHR) | 0.3 | $337k | 1.5k | 229.55 | |
| Wal-Mart Stores (WMT) | 0.3 | $329k | 3.6k | 90.35 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $313k | 2.7k | 115.22 | |
| Caterpillar (CAT) | 0.2 | $300k | 826.00 | 362.97 | |
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.2 | $300k | 16k | 18.49 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $291k | 1.3k | 232.52 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $269k | 2.1k | 127.59 | |
| Consolidated Edison (ED) | 0.2 | $268k | 3.0k | 89.23 | |
| Qualcomm (QCOM) | 0.2 | $264k | 1.7k | 153.62 | |
| Shopify Cl A (SHOP) | 0.2 | $247k | 2.3k | 106.33 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.2 | $246k | 6.1k | 40.49 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $242k | 1.4k | 172.47 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $240k | 1.2k | 197.49 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $234k | 3.2k | 74.01 | |
| Chargepoint Holdings Com Cl A | 0.0 | $15k | 14k | 1.07 | |
| Carisma Therapeutics (CARM) | 0.0 | $10k | 24k | 0.42 |
