Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Does this make you sick? (From Allegiance Gold) (Ad) About Blodgett Wealth Advisors, LLCInvestment ActivityBlodgett Wealth Advisors, LLC has $110.85 million in total holdings as of March 31, 2024.Blodgett Wealth Advisors, LLC owns shares of 63 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Blodgett Wealth Advisors, LLC has purchased 59 new stocks and bought additional shares in 21 stocks.Blodgett Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $18,786,929Microsoft $12,368,956Apple $12,244,045NVIDIA $10,738,811Alphabet $6,769,966 Largest New Holdings this Quarter Radius Recycling $498,668 HoldingUber Technologies $285,633 HoldingAdobe $282,576 HoldingAmerican Express $240,515 HoldingCharles Schwab $228,826 Holding Largest Purchases this Quarter Eli Lilly and Company 879 shares (about $683.79K)Radius Recycling 23,600 shares (about $498.67K)CrowdStrike 985 shares (about $315.78K)Uber Technologies 3,710 shares (about $285.63K)Adobe 560 shares (about $282.58K) Largest Sales this Quarter NVIDIA 1,370 shares (about $1.24M)Johnson & Johnson 3,857 shares (about $610.15K)Alphabet 1,600 shares (about $241.49K)Chevron 1,149 shares (about $181.23K)Amazon.com 1,000 shares (about $180.38K) 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$18,786,929$99,430 ▲0.5%55,73916.9%ETFMSFTMicrosoft$12,368,956$278,942 ▲2.3%29,39911.2%Computer and TechnologyAAPLApple$12,244,045$146,616 ▲1.2%71,40211.0%Computer and TechnologyNVDANVIDIA$10,738,811$1,237,877 ▼-10.3%11,8859.7%Computer and TechnologyGOOGLAlphabet$6,769,966$241,488 ▼-3.4%44,8556.1%Computer and TechnologyAMZNAmazon.com$5,349,350$180,380 ▼-3.3%29,6564.8%Retail/WholesaleLLYEli Lilly and Company$3,366,841$683,792 ▲25.5%4,3283.0%MedicalCOSTCostco Wholesale$3,043,244$59,341 ▲2.0%4,1542.7%Retail/WholesaleJPMJPMorgan Chase & Co.$2,414,537$74,910 ▲3.2%12,0552.2%FinanceMRKMerck & Co., Inc.$2,279,952$38,397 ▲1.7%17,2792.1%MedicalHDHome Depot$2,184,454$28,768 ▲1.3%5,6952.0%Retail/WholesaleWMWaste Management$1,878,0650.0%8,8111.7%Business ServicesPGProcter & Gamble$1,870,743$121,688 ▼-6.1%11,5301.7%Consumer StaplesIVViShares Core S&P 500 ETF$1,786,553$52,577 ▲3.0%3,3981.6%ETFVTVVanguard Value ETF$1,692,710$125,724 ▲8.0%10,3941.5%ETFSPYSPDR S&P 500 ETF Trust$1,309,7680.0%2,5041.2%FinanceDVYiShares Select Dividend ETF$1,301,383$73,907 ▼-5.4%10,5651.2%ETFCRWDCrowdStrike$1,258,957$315,781 ▲33.5%3,9271.1%Computer and TechnologyJNJJohnson & Johnson$1,120,008$610,151 ▼-35.3%7,0801.0%MedicalVVisa$1,057,669$8,372 ▲0.8%3,7901.0%Business ServicesAMDAdvanced Micro Devices$1,050,813$76,167 ▲7.8%5,8220.9%Computer and TechnologyABBVAbbVie$954,9330.0%5,2440.9%MedicalMCDMcDonald's$939,330$10,431 ▲1.1%3,3320.8%Retail/WholesaleCRMSalesforce$871,013$33,732 ▲4.0%2,8920.8%Computer and TechnologyPANWPalo Alto Networks$792,723$244,352 ▲44.6%2,7900.7%Computer and TechnologyMETAMeta Platforms$655,533$60,698 ▲10.2%1,3500.6%Computer and TechnologyIWMiShares Russell 2000 ETF$634,0550.0%3,0150.6%FinanceCVSCVS Health$617,423$24,088 ▼-3.8%7,7410.6%Retail/WholesaleCVXChevron$558,670$181,229 ▼-24.5%3,5420.5%Oils/EnergyAVGOBroadcom$534,847$42,364 ▲8.6%4040.5%Computer and TechnologyKMBKimberly-Clark$506,018$25,870 ▼-4.9%3,9120.5%Consumer StaplesRDUSRadius Recycling$498,668$498,668 ▲New Holding23,6000.4%Business ServicesHONHoneywell International$462,571$5,951 ▲1.3%2,2540.4%Multi-Sector ConglomeratesIWRiShares Russell Mid-Cap ETF$459,8050.0%5,4680.4%ETFCSCOCisco Systems$418,658$144,993 ▼-25.7%8,3880.4%Computer and TechnologyPFEPfizer$416,832$60,356 ▼-12.6%15,0210.4%MedicalVZVerizon Communications$392,442$43,679 ▼-10.0%9,3530.4%Computer and TechnologyPSAPublic Storage$377,0780.0%1,3000.3%FinanceDHRDanaher$367,0890.0%1,4700.3%Multi-Sector ConglomeratesBACBank of America$349,819$40,348 ▲13.0%9,2250.3%FinanceGSThe Goldman Sachs Group$344,706$73,119 ▼-17.5%8250.3%FinanceINTCIntel$339,7120.0%7,6910.3%Computer and TechnologyGOOGAlphabet$334,9720.0%2,2000.3%Computer and TechnologyQQQInvesco QQQ$320,947$18,644 ▲6.2%7230.3%FinanceANETArista Networks$318,9780.0%1,1000.3%Computer and TechnologyIBMInternational Business Machines$308,9740.0%1,6180.3%Computer and TechnologyCATCaterpillar$308,2410.0%8410.3%Industrial ProductsTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$302,1550.0%16,2100.3%ETFTSLATesla$299,722$131,843 ▼-30.5%1,7050.3%Auto/Tires/TrucksQCOMQUALCOMM$290,3500.0%1,7150.3%Computer and TechnologyUBERUber Technologies$285,633$285,633 ▲New Holding3,7100.3%Computer and TechnologyADBEAdobe$282,576$282,576 ▲New Holding5600.3%Computer and TechnologyEDConsolidated Edison$272,4300.0%3,0000.2%UtilitiesXLKTechnology Select Sector SPDR Fund$260,3380.0%1,2500.2%ETFVYMVanguard High Dividend Yield ETF$254,9260.0%2,1070.2%ETFIJRiShares Core S&P Small-Cap ETF$242,5920.0%2,1950.2%ETFAXPAmerican Express$240,515$240,515 ▲New Holding1,0560.2%FinanceSHOPShopify$231,510$9,646 ▼-4.0%3,0000.2%Computer and TechnologySCHWCharles Schwab$228,826$228,826 ▲New Holding3,1630.2%FinanceDFAUDimensional US Core Equity Market ETF$221,8710.0%6,0720.2%ETFMARMarriott International$210,899$75,681 ▼-26.4%8360.2%Consumer DiscretionaryDISWalt Disney$208,407$208,407 ▲New Holding1,7030.2%Consumer DiscretionaryCARMCarisma Therapeutics$57,8850.0%25,5000.1%MedicalFFord Motor$0$330,349 ▼-100.0%00.0%Auto/Tires/TrucksXOMExxon Mobil$0$314,937 ▼-100.0%00.0%Oils/EnergyShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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