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CIK: 0001907826
Total reported value
$149.2M
$149.2M
58 檔
47.3%
As reported in its official Q2 2024 Form 13F filing, Blodgett Wealth Advisors, LLC's tracked investment portfolio stood at $149.2M with 58 total positions.
During Q2 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 | 17.25% | -0.09% | +0.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.47% | -0.52% | -2.15% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 12.08% | -0.32% | +871.14% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 11.12% | -0.96% | -0.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.95% | +0.33% | +0.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.72% | -0.17% | -2.87% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.32% | +0.30% | +0.05% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.01% | -0.72% | +0.72% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.13% | -8.27% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | -0.05% | +9.27% | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 1.59% | -0.28% | — | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.58% | -0.09% | -12.87% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | -0.01% | -14.03% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.41% | -0.11% | -0.40% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.10% | -18.21% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.17% | +1.03% | -8.02% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.12% | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.08% | -0.02% | — | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +0.31% | NEW | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.02% | -13.85% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.19% | -9.00% | |
| 22 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.58% | -21.15% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.04% | -19.07% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.10% | -31.02% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | -0.09% | +9.16% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.59% | -0.11% | -7.09% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.03% | +99.71% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.02% | -0.66% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.17% | -1.41% | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.46% | -0.01% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | -0.14% | -30.15% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | -0.02% | — | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.35% | — | -8.60% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | — | -3.85% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.35% | — | |
| 37 | ANETEUR | Arista Networks Inc | Stock-Other | 0.33% | — | — | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.13% | -5.91% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.09% | -2.87% | |
| 40 | PSA | Public Storage | Stock-Real Estate | 0.32% | — | — | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.31% | -0.18% | EXIT | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | -0.01% | -1.49% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.02% | — | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.29% | — | — | |
| 45 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.25% | -0.04% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.05% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.07% | +0.12% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | -0.01% | — | |
| 49 | ED | Consolidated Edison Inc | Stock-Utilities | 0.23% | -0.05% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.03% | — |
According to official SEC Form 13F filings, Blodgett Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $149.2M across 58 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IWF, AAPL, NVDA) accounted for 47.3% of total reported equity market value during Q2 2024.
During Q2 2024, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (17.3%)、AAPL (12.5%)、NVDA (12.1%). The largest single position, IWF, represented 17.3% of total portfolio value.
In Q2 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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