$91.1 Million is the total value of BLODGETT WEALTH ADVISORS, LLC's 59 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Buy | ISHARES TRrus 1000 grw etf | $14,838,785 | -3.1% | 55,787 | +0.2% | 16.28% | +2.7% |
| AAPL | Buy | APPLE INC | $12,170,182 | -11.3% | 71,083 | +0.5% | 13.35% | -6.0% |
| MSFT | Buy | MICROSOFT CORP | $9,076,287 | -7.0% | 28,745 | +0.3% | 9.96% | -1.4% |
| NVDA | Buy | NVIDIA CORPORATION | $5,583,097 | +12.2% | 12,835 | +9.1% | 6.13% | +19.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,875,435 | -2.1% | 13,597 | +0.9% | 2.06% | +3.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,749,920 | -5.9% | 11,235 | +0.0% | 1.92% | -0.3% |
| DVY | Buy | ISHARES TRselect divid etf | $1,363,248 | -3.4% | 12,665 | +1.7% | 1.50% | +2.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,321,721 | +15.3% | 3,078 | +19.6% | 1.45% | +22.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $954,205 | +4.9% | 1,893 | +0.1% | 1.05% | +11.3% |
| CVX | Buy | CHEVRON CORP NEW | $769,892 | +7.2% | 4,566 | +0.0% | 0.84% | +13.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $586,074 | +18.0% | 5,700 | +30.7% | 0.64% | +25.1% |
| AVGO | New | BROADCOM INC | $568,948 | – | 685 | +100.0% | 0.62% | – |
| CRM | Buy | SALESFORCE INC | $563,729 | -2.3% | 2,780 | +1.8% | 0.62% | +3.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $506,660 | +49.9% | 3,027 | +31.5% | 0.56% | +58.9% |
| TSLA | Buy | TESLA INC | $492,934 | +12.8% | 1,970 | +18.0% | 0.54% | +19.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $407,869 | -12.9% | 2,617 | +0.1% | 0.45% | -7.6% |
| PANW | Buy | PALO ALTO NETWORKS INC | $304,772 | +32.5% | 1,300 | +44.4% | 0.33% | +40.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $290,070 | +33.2% | 2,200 | +22.2% | 0.32% | +41.3% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $272,357 | +7.0% | 1,386 | +0.1% | 0.30% | +13.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $243,811 | -3.0% | 681 | +0.1% | 0.27% | +3.1% |
| CAT | Buy | CATERPILLAR INC | $229,227 | +11.1% | 840 | +0.1% | 0.25% | +17.8% |
| ANET | New | ARISTA NETWORKS INC | $202,323 | – | 1,100 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
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.