$86.5 Million is the total value of BLODGETT WEALTH ADVISORS, LLC's 63 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 120.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Buy | JOHNSON & JOHNSON | $1,755,515 | -12.2% | 11,326 | +0.0% | 2.03% | -16.5% |
| MCD | Buy | MCDONALDS CORP | $1,368,604 | +6.3% | 4,895 | +0.2% | 1.58% | +1.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,057,566 | +7.0% | 2,573 | +0.0% | 1.22% | +1.8% |
| CVX | Buy | CHEVRON CORP NEW | $597,997 | -8.2% | 3,665 | +0.9% | 0.69% | -12.8% |
| BAC | Buy | BANK AMERICA CORP | $478,192 | -10.4% | 16,720 | +3.7% | 0.55% | -14.8% |
| F | New | FORD MTR CO DELcall | $315,000 | – | 25,000 | +100.0% | 0.36% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $226,754 | – | 1,652 | +100.0% | 0.26% | – |
| QCOM | New | QUALCOMM INC | $225,179 | – | 1,765 | +100.0% | 0.26% | – |
| ANET | New | ARISTA NETWORKS INC | $209,825 | – | 1,250 | +100.0% | 0.24% | – |
| New | CARISMA THERAPEUTICS INC | $91,946 | – | 29,660 | +100.0% | 0.11% | – | |
| F | New | FORD MTR CO DEL | $26,460 | – | 2,100 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-24
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.