$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER AND GAMBLE CO | $1,714,000 | -12.2% | 13,580 | 0.0% | 2.06% | -4.0% | |
| UNH | UNITEDHEALTH GROUP INC | $960,000 | -1.6% | 1,901 | 0.0% | 1.15% | +7.7% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $748,000 | -2.6% | 10,000 | 0.0% | 0.90% | +6.5% | |
| SPTS | SPDR SER TRportfolio sh tsr | $570,000 | -1.9% | 19,721 | 0.0% | 0.68% | +7.2% | |
| PSA | PUBLIC STORAGE | $381,000 | -6.2% | 1,300 | 0.0% | 0.46% | +2.7% | |
| RUN | SUNRUN INC | $377,000 | +18.2% | 13,673 | 0.0% | 0.45% | +29.1% | |
| HON | HONEYWELL INTL INC | $334,000 | -4.0% | 2,000 | 0.0% | 0.40% | +5.0% | |
| JPM | JPMORGAN CHASE & COcall | $261,000 | -7.4% | 2,500 | 0.0% | 0.31% | +1.3% | |
| ED | CONSOLIDATED EDISON INC | $257,000 | -9.8% | 3,000 | 0.0% | 0.31% | -1.3% | |
| MSFT | MICROSOFT CORPcall | $233,000 | -9.3% | 1,000 | 0.0% | 0.28% | -1.1% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $228,000 | -15.9% | 1,918 | 0.0% | 0.27% | -8.1% | |
| QCOM | QUALCOMM INCcall | $226,000 | -11.4% | 2,000 | 0.0% | 0.27% | -2.9% | |
| AAPL | APPLE INCcall | $207,000 | +1.0% | 1,500 | 0.0% | 0.25% | +10.2% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $200,000 | -6.5% | 2,107 | 0.0% | 0.24% | +2.6% | |
| SESN | SESEN BIO INC | $139,000 | -47.7% | 327,900 | 0.0% | 0.17% | -42.6% |
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.