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CIK: 0001907826
Total reported value
$149.2M
$149.2M
63 檔
40.8%
In Q1 2024, Blodgett Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $149.2M, distributed across 63 disclosed stock positions.
During Q1 2024, Blodgett Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.95% | -0.09% | +0.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 11.16% | -0.96% | +2.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 11.05% | -0.52% | +1.21% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 9.69% | -0.32% | -10.34% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.11% | +0.33% | -3.44% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.83% | -0.17% | -3.26% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.04% | +0.30% | +25.49% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.75% | -0.72% | +1.99% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | -0.13% | +3.20% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.06% | -0.09% | +1.71% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.97% | -0.01% | +1.33% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.69% | -0.28% | — | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.69% | -0.10% | -6.11% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.61% | -0.05% | +3.03% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.53% | -0.11% | +8.02% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | -0.12% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.17% | -0.02% | -5.37% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.14% | +1.03% | +33.48% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.10% | -35.27% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.02% | +0.80% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | +0.31% | NEW | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.86% | +0.04% | — | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.19% | +1.12% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.79% | -0.11% | +4.03% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.58% | +44.56% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.14% | +10.20% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | -0.02% | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.56% | — | -3.75% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.17% | -24.49% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | -0.09% | +8.60% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.46% | -0.01% | -4.86% | |
| 32 | SCHN1EUR | Schnitzer Steel Inds Inc-a | Stock-Other | 0.45% | — | — | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.42% | -0.40% | EXIT | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | -0.02% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.13% | -25.72% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.38% | — | -12.65% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.09% | -10.02% | |
| 38 | PSA | Public Storage | Stock-Real Estate | 0.34% | — | — | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.33% | -0.18% | EXIT | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | -0.01% | +13.04% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | — | -17.50% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.31% | +0.24% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.35% | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.02% | +6.17% | |
| 45 | ANETEUR | Arista Networks Inc | Stock-Other | 0.29% | — | — | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | -0.01% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.07% | — | |
| 48 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.27% | -0.04% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.03% | -30.55% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.26% | — | — |
According to official SEC Form 13F filings, Blodgett Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $149.2M across 63 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, MSFT, AAPL) accounted for 40.8% of total reported equity market value during Q1 2024.
During Q1 2024, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (16.9%)、MSFT (11.2%)、AAPL (11.1%). The largest single position, IWF, represented 16.9% of total portfolio value.
In Q1 2024, Blodgett Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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