Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Blodgett Wealth Advisors, LLCInvestment ActivityBlodgett Wealth Advisors, LLC has $118.94 million in total holdings as of September 30, 2024.Blodgett Wealth Advisors, LLC owns shares of 59 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 3.15% of the portfolio was sold this quarter.This quarter, Blodgett Wealth Advisors, LLC has purchased 58 new stocks and bought additional shares in 17 stocks.Blodgett Wealth Advisors, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Russell 1000 Growth ETF $21,067,908Apple $15,975,922NVIDIA $12,768,207Microsoft $11,986,385Alphabet $7,100,498 Largest New Holdings this Quarter Netflix $301,440 HoldingBlackstone $213,964 Holding Largest Purchases this Quarter American Express 4,660 shares (about $1.26M)Broadcom 3,967 shares (about $684.27K)Netflix 425 shares (about $301.44K)Blackstone 1,397 shares (about $213.96K)CrowdStrike 640 shares (about $179.50K) Largest Sales this Quarter NVIDIA 10,280 shares (about $1.25M)Microsoft 1,520 shares (about $654.05K)Alphabet 2,192 shares (about $363.54K)Apple 1,303 shares (about $303.60K)Procter & Gamble 1,450 shares (about $251.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlodgett Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$21,067,908$95,722 ▲0.5%56,12417.7%ETFAAPLApple$15,975,922$303,600 ▼-1.9%68,56613.4%Computer and TechnologyNVDANVIDIA$12,768,207$1,248,404 ▼-8.9%105,14010.7%Computer and TechnologyMSFTMicrosoft$11,986,385$654,053 ▼-5.2%27,85610.1%Computer and TechnologyGOOGLAlphabet$7,100,498$363,541 ▼-4.9%42,8136.0%Computer and TechnologyAMZNAmazon.com$5,372,081$4,658 ▲0.1%28,8314.5%Retail/WholesaleLLYEli Lilly and Company$3,866,934$31,006 ▲0.8%4,3653.3%MedicalCOSTCostco Wholesale$3,712,466$3,546 ▲0.1%4,1883.1%Retail/WholesaleJPMJPMorgan Chase & Co.$2,374,464$42,804 ▲1.8%11,2612.0%FinanceIVViShares Core S&P 500 ETF$2,219,509$77,867 ▲3.6%3,8481.9%ETFHDHome Depot$2,024,812$40,926 ▲2.1%4,9971.7%Retail/WholesaleVTVVanguard Value ETF$1,721,505$85,717 ▼-4.7%9,8611.4%ETFMRKMerck & Co., Inc.$1,690,620$19,192 ▼-1.1%14,8871.4%MedicalWMWaste Management$1,621,564$207,600 ▼-11.3%7,8111.4%Business ServicesAXPAmerican Express$1,550,087$1,263,717 ▲441.3%5,7161.3%FinanceSPYSPDR S&P 500 ETF Trust$1,436,6960.0%2,5041.2%FinanceDVYiShares Select Dividend ETF$1,426,9990.0%10,5651.2%ETFPGProcter & Gamble$1,382,136$251,140 ▼-15.4%7,9801.2%Consumer StaplesCRWDCrowdStrike$1,192,559$179,501 ▲17.7%4,2521.0%Computer and TechnologyAMDAdvanced Micro Devices$993,833$18,049 ▲1.8%6,0570.8%Computer and TechnologyVVisa$870,231$27,495 ▼-3.1%3,1650.7%Business ServicesTSLATesla$864,688$26,163 ▼-2.9%3,3050.7%Auto/Tires/TrucksMCDMcDonald's$862,734$60,602 ▼-6.6%2,8330.7%Retail/WholesaleABBVAbbVie$834,551$3,555 ▼-0.4%4,2260.7%MedicalJNJJohnson & Johnson$775,918$15,557 ▼-2.0%4,7880.7%MedicalAVGOBroadcom$760,336$684,268 ▲899.5%4,4080.6%Computer and TechnologyCRMSalesforce$719,126$16,425 ▼-2.2%2,6270.6%Computer and TechnologyPANWPalo Alto Networks$717,780$34,180 ▼-4.5%2,1000.6%Computer and TechnologyIWMiShares Russell 2000 ETF$661,5660.0%2,9950.6%FinanceCVXChevron$580,634$66,413 ▲12.9%3,9430.5%Oils/EnergyKMBKimberly-Clark$556,6000.0%3,9120.5%Consumer StaplesMETAMeta Platforms$543,818$4,007 ▲0.7%9500.5%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$481,9500.0%5,4680.4%ETFPSAPublic Storage$473,0310.0%1,3000.4%FinanceHONHoneywell International$459,9300.0%2,2250.4%Multi-Sector ConglomeratesCSCOCisco Systems$419,964$53 ▼0.0%7,8910.4%Computer and TechnologyCVSCVS Health$410,292$34,584 ▼-7.8%6,5250.3%Retail/WholesaleDHRDanaher$408,6900.0%1,4700.3%Multi-Sector ConglomeratesVZVerizon Communications$400,622$7,365 ▼-1.8%8,9210.3%Computer and TechnologyPFEPfizer$389,568$28,391 ▼-6.8%13,4610.3%MedicalGOOGAlphabet$367,8180.0%2,2000.3%Computer and TechnologyBACBank of America$360,987$357 ▲0.1%9,0970.3%FinanceIBMInternational Business Machines$357,7080.0%1,6180.3%Computer and TechnologyQQQInvesco QQQ$333,095$20,025 ▼-5.7%6820.3%FinanceCATCaterpillar$323,254$6,262 ▼-1.9%8260.3%Industrial ProductsEDConsolidated Edison$312,3900.0%3,0000.3%UtilitiesTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$307,1800.0%16,2100.3%ETFANETArista Networks$307,056$115,146 ▼-27.3%8000.3%Computer and TechnologyNFLXNetflix$301,440$301,440 ▲New Holding4250.3%Consumer DiscretionaryQCOMQUALCOMM$291,6360.0%1,7150.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$285,968$29,240 ▲11.4%2,4450.2%ETFXLKTechnology Select Sector SPDR Fund$282,2000.0%1,2500.2%ETFVYMVanguard High Dividend Yield ETF$270,1180.0%2,1070.2%ETFWMTWalmart$266,158$242 ▲0.1%3,2960.2%Retail/WholesaleDFAUDimensional US Core Equity Market ETF$240,9980.0%6,0720.2%ETFBXBlackstone$213,964$213,964 ▲New Holding1,3970.2%FinanceTSMTaiwan Semiconductor Manufacturing$211,010$14,762 ▼-6.5%1,2150.2%Computer and TechnologySCHWCharles Schwab$205,245$130 ▲0.1%3,1670.2%FinanceCARMCarisma Therapeutics$24,541$490 ▼-2.0%25,0010.0%MedicalRDUSRadius Recycling$0$206,145 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
