| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 17.3% |
| APPLE INC | 11 | Q2 2024 | 14.2% |
| MICROSOFT CORP | 11 | Q2 2024 | 11.2% |
| ALPHABET INC | 11 | Q2 2024 | 6.9% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 12.1% |
| AMAZON COM INC | 11 | Q2 2024 | 5.8% |
| COSTCO WHSL CORP NEW | 11 | Q2 2024 | 3.0% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.3% |
| HOME DEPOT INC | 11 | Q2 2024 | 2.4% |
| PROCTER AND GAMBLE CO | 11 | Q2 2024 | 2.5% |
View BLODGETT WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-20 |
View BLODGETT WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.