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  Name: BLODGETT WEALTH ADVISORS LLC
  City: CONCORD
  State: CA
  Zip: 94521
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $110,365,000
  Total Value Change : $12,701,000
  Securities Held Change : 4
   
All Securities Held : 63
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 22
  Unchanged Positions : 20
  Decreased Positions : 16

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 50 New $64.56 $286,000 3,710 0.26% 286,000 3,710 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 51 New $444.76 $283,000 560 0.26% 283,000 560 0    Application Software
   (AXP)1 Year Chart         AXP American Express Co 56 New $240.00 $241,000 1,056 0.22% 241,000 1,056 0    Credit Services
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 58 New $73.28 $229,000 3,163 0.21% 229,000 3,163 0    Investment Brokerage ...
   (SCHN)1 Year Chart         SCHN Schnitzer Steel Industries Inc 63 New $17.11 $11,000 500 0.01% 11,000 500 0.002    Steel & Iron

      5 Records Found
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