Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
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.