$83.4 Million is the total value of BLODGETT WEALTH ADVISORS, LLC's 63 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,600 | -100.0% | -0.22% | – |
MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -1,585 | -100.0% | -0.24% | – |
SYY | Exit | SYSCO CORP | $0 | – | -2,670 | -100.0% | -0.25% | – |
FDX | Exit | FEDEX CORP | $0 | – | -1,150 | -100.0% | -0.29% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,890 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 8 | Q3 2023 | 16.8% |
APPLE INC | 8 | Q3 2023 | 14.2% |
MICROSOFT CORP | 8 | Q3 2023 | 10.1% |
ALPHABET INC | 8 | Q3 2023 | 6.6% |
AMAZON COM INC | 8 | Q3 2023 | 5.8% |
NVIDIA CORPORATION | 8 | Q3 2023 | 6.1% |
COSTCO WHSL CORP NEW | 8 | Q3 2023 | 2.6% |
PROCTER AND GAMBLE CO | 8 | Q3 2023 | 2.5% |
HOME DEPOT INC | 8 | Q3 2023 | 2.4% |
JOHNSON & JOHNSON | 8 | Q3 2023 | 2.4% |
View BLODGETT WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-02 |
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.