Blodgett Wealth Advisors as of Sept. 30, 2023
Portfolio Holdings for Blodgett Wealth Advisors
Blodgett Wealth Advisors holds 58 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 16.3 | $15M | 56k | 265.99 | |
| Apple (AAPL) | 13.4 | $12M | 71k | 171.21 | |
| Microsoft Corporation (MSFT) | 10.0 | $9.1M | 29k | 315.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $6.1M | 46k | 130.86 | |
| NVIDIA Corporation (NVDA) | 6.1 | $5.6M | 13k | 434.99 | |
| Amazon (AMZN) | 4.4 | $4.0M | 32k | 127.12 | |
| Costco Wholesale Corporation (COST) | 2.6 | $2.4M | 4.2k | 564.97 | |
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $1.9M | 14k | 137.93 | |
| Eli Lilly & Co. (LLY) | 2.1 | $1.9M | 3.5k | 537.10 | |
| Procter & Gamble Company (PG) | 2.0 | $1.9M | 13k | 145.86 | |
| Merck & Co (MRK) | 2.0 | $1.8M | 18k | 102.95 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $1.8M | 13k | 145.02 | |
| Home Depot (HD) | 1.9 | $1.8M | 5.9k | 302.16 | |
| Johnson & Johnson (JNJ) | 1.9 | $1.7M | 11k | 155.76 | |
| Ishares Tr Select Divid Etf (DVY) | 1.5 | $1.4M | 13k | 107.64 | |
| Waste Management (WM) | 1.5 | $1.3M | 8.8k | 152.44 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $1.3M | 3.1k | 429.41 | |
| Pfizer (PFE) | 1.4 | $1.3M | 39k | 33.17 | |
| McDonald's Corporation (MCD) | 1.4 | $1.3M | 4.8k | 263.44 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $1.1M | 2.5k | 427.48 | |
| UnitedHealth (UNH) | 1.0 | $954k | 1.9k | 504.07 | |
| CVS Caremark Corporation (CVS) | 1.0 | $921k | 13k | 69.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $886k | 5.0k | 176.74 | |
| Visa Com Cl A (V) | 0.9 | $865k | 3.8k | 230.01 | |
| Abbvie (ABBV) | 0.9 | $782k | 5.2k | 149.06 | |
| Chevron Corporation (CVX) | 0.8 | $770k | 4.6k | 168.61 | |
| Cisco Systems (CSCO) | 0.7 | $607k | 11k | 53.76 | |
| Advanced Micro Devices (AMD) | 0.6 | $586k | 5.7k | 102.82 | |
| Broadcom (AVGO) | 0.6 | $569k | 685.00 | 830.58 | |
| salesforce (CRM) | 0.6 | $564k | 2.8k | 202.78 | |
| Kimberly-Clark Corporation (KMB) | 0.6 | $557k | 4.6k | 120.85 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $507k | 3.0k | 167.38 | |
| Tesla Motors (TSLA) | 0.5 | $493k | 2.0k | 250.22 | |
| Verizon Communications (VZ) | 0.5 | $486k | 15k | 32.41 | |
| Bank of America Corporation (BAC) | 0.5 | $444k | 16k | 27.38 | |
| Honeywell International (HON) | 0.5 | $411k | 2.2k | 184.74 | |
| United Parcel Service CL B (UPS) | 0.4 | $408k | 2.6k | 155.85 | |
| Goldman Sachs (GS) | 0.4 | $405k | 1.3k | 323.57 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $379k | 5.5k | 69.25 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $370k | 3.2k | 117.58 | |
| Danaher Corporation (DHR) | 0.4 | $365k | 1.5k | 248.10 | |
| Public Storage (PSA) | 0.4 | $343k | 1.3k | 263.52 | |
| Ford Motor Company (F) | 0.4 | $337k | 27k | 12.42 | |
| Intel Corporation (INTC) | 0.3 | $309k | 8.7k | 35.55 | |
| Palo Alto Networks (PANW) | 0.3 | $305k | 1.3k | 234.44 | |
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.3 | $293k | 16k | 18.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $290k | 2.2k | 131.85 | |
| Marriott Intl Cl A (MAR) | 0.3 | $272k | 1.4k | 196.51 | |
| Consolidated Edison (ED) | 0.3 | $257k | 3.0k | 85.53 | |
| International Business Machines (IBM) | 0.3 | $248k | 1.8k | 140.30 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $244k | 681.00 | 358.02 | |
| Caterpillar (CAT) | 0.3 | $229k | 840.00 | 272.89 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $218k | 2.1k | 103.32 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $207k | 2.2k | 94.33 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $205k | 1.3k | 163.93 | |
| Arista Networks (ANET) | 0.2 | $202k | 1.1k | 183.93 | |
| Walt Disney Company (DIS) | 0.2 | $201k | 2.5k | 81.05 | |
| Carisma Therapeutics (CARM) | 0.1 | $108k | 26k | 4.23 |
