S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
What to watch for as China's major political meeting of the year gets underway

Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Blodgett Wealth Advisors, LLC

Investment Activity

  • Blodgett Wealth Advisors, LLC has $97.96 million in total holdings as of December 31, 2023.
  • Blodgett Wealth Advisors, LLC owns shares of 59 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 1.83% of the portfolio was purchased this quarter.
  • About 6.38% of the portfolio was sold this quarter.
  • This quarter, Blodgett Wealth Advisors, LLC has purchased 58 new stocks and bought additional shares in 8 stocks.
  • Blodgett Wealth Advisors, LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple
$13,582,507
Microsoft
$10,805,745
NVIDIA
$6,564,142
Alphabet
$6,489,299

Largest New Holdings this Quarter

Meta Platforms
$433,601 Holding
QUALCOMM
$248,041 Holding
Shopify
$243,438 Holding

Largest Purchases this Quarter

Meta Platforms
1,225 shares (about $433.60K)
QUALCOMM
1,715 shares (about $248.04K)
Shopify
3,125 shares (about $243.44K)
NVIDIA
420 shares (about $207.99K)
Dimensional US Core Equity Market ETF
6,072 shares (about $201.89K)

Largest Sales this Quarter

Pfizer
21,697 shares (about $624.66K)
Vanguard Value ETF
3,975 shares (about $594.26K)
McDonald's
1,500 shares (about $444.80K)
CVS Health
5,152 shares (about $406.80K)
iShares Russell 2000 ETF
2,000 shares (about $401.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBlodgett Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$16,808,958$103,987 -0.6%55,44417.2%ETF
Apple Inc. stock logo
AAPL
Apple
$13,582,507$103,197 -0.8%70,54713.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$10,805,745$3,384 0.0%28,73611.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,564,142$207,992 3.3%13,2556.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,489,299$27,938 0.4%46,4556.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,657,873$125,351 -2.6%30,6564.8%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,688,806$62,715 -2.3%4,0732.7%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,010,364$17,486 -0.9%3,4492.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,986,988$169,934 -7.9%11,6812.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,947,531$86,287 -4.2%5,6202.0%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,852,037$95,393 -4.9%16,9881.9%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,799,512$73,270 -3.9%12,2801.8%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,714,305$46,710 -2.7%10,9371.7%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$1,578,0510.0%8,8111.6%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,575,422$105,092 7.1%3,2981.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,438,489$594,263 -29.2%9,6221.5%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,308,748$175,828 -11.8%11,1651.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,190,1770.0%2,5041.2%Finance
Visa Inc. stock logo
V
Visa
$978,9160.0%3,7601.0%Business Services
McDonald's Co. stock logo
MCD
McDonald's
$977,087$444,804 -31.3%3,2951.0%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$812,6630.0%5,2440.8%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$796,014$44,223 -5.3%5,4000.8%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$751,152$21,702 -2.8%2,9420.8%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$731,5300.0%2,7800.7%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$699,750$18,646 2.7%4,6910.7%Oils/Energy
CVS Health Co. stock logo
CVS
CVS Health
$635,076$406,802 -39.0%8,0430.6%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$610,019$120,513 24.6%2,4550.6%Auto/Tires/Trucks
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$605,141$401,420 -39.9%3,0150.6%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$570,548$51 0.0%11,2930.6%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$569,119$185,775 48.5%1,9300.6%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$499,650$60,755 -10.8%4,1120.5%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$495,073$624,657 -55.8%17,1960.5%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$466,6050.0%2,2250.5%Multi-Sector Conglomerates
Meta Platforms, Inc. stock logo
META
Meta Platforms
$433,601$433,601 New Holding1,2250.4%Computer and Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$425,0280.0%5,4680.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$415,245$349,386 -45.7%3720.4%Computer and Technology
Public Storage stock logo
PSA
Public Storage
$396,5000.0%1,3000.4%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$391,846$173,605 -30.7%10,3940.4%Computer and Technology
Intel Co. stock logo
INTC
Intel
$386,473$50,250 -11.5%7,6910.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$385,770$96,443 -20.0%1,0000.4%Finance
Danaher Co. stock logo
DHR
Danaher
$340,0700.0%1,4700.3%Multi-Sector Conglomerates
Ford Motor stock logo
F
Ford Motor
$330,3490.0%27,1000.3%Auto/Tires/Trucks
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$314,9370.0%3,1500.3%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$310,0460.0%2,2000.3%Computer and Technology
SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg Barclays 1-10 Year TIPS ETF
$301,3440.0%16,2100.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$278,7140.0%6810.3%Finance
Bank of America Co. stock logo
BAC
Bank of America
$274,781$271,347 -49.7%8,1610.3%Finance
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$272,9100.0%3,0000.3%Utilities
International Business Machines Co. stock logo
IBM
International Business Machines
$264,624$24,533 -8.5%1,6180.3%Computer and Technology
Arista Networks, Inc. stock logo
ANET
Arista Networks
$259,0610.0%1,1000.3%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$256,124$56,365 -18.0%1,1360.3%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$248,516$296 0.1%8410.3%Industrial Products
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$248,041$248,041 New Holding1,7150.3%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$243,438$243,438 New Holding3,1250.2%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$240,6000.0%1,2500.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$237,6090.0%2,1950.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$235,2050.0%2,1070.2%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$201,894$201,894 New Holding6,0720.2%ETF
Carisma Therapeutics, Inc. stock logo
CARM
Carisma Therapeutics
$74,7150.0%25,5000.1%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$954,205 -100.0%00.0%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$0$407,869 -100.0%00.0%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$0$200,599 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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