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| Name: |
BLODGETT WEALTH ADVISORS LLC |
| City: |
CONCORD |
| State: |
CA |
| Zip: |
94521 |
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data |
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| Holdings
Found :
22 |
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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 |
|
IWF |
iShares Russell 1000 Growth |
1 |
- |
$342.29 |
$18,787,000 |
55,739 |
17.02% |
1,978,000 |
295 |
0.021 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
2 |
- |
$415.13 |
$12,369,000 |
29,399 |
11.21% |
1,563,000 |
663 |
0 |
Application Software |
|
|
AAPL |
Apple Inc |
3 |
- |
$192.25 |
$12,244,000 |
71,402 |
11.09% |
-1,339,000 |
855 |
0 |
Personal Computers |
|
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LLY |
Eli Lilly & Co |
7 |
- |
$820.34 |
$3,367,000 |
4,328 |
3.05% |
1,357,000 |
879 |
0 |
Drug Manufacturers - ... |
|
|
COST |
Costco Wholesale Corp |
8 |
- |
$809.89 |
$3,043,000 |
4,154 |
2.76% |
354,000 |
81 |
0.001 |
Discount, Variety Stores |
|
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JPM |
JP Morgan Chase & Co |
9 |
- |
$202.63 |
$2,415,000 |
12,055 |
2.19% |
428,000 |
374 |
0 |
Domestic Money Center... |
|
|
MRK |
Merck & Co Inc |
10 |
- |
$131.20 |
$2,280,000 |
17,279 |
2.07% |
428,000 |
291 |
0.001 |
Drug Manufacturers - ... |
|
|
HD |
Home Depot Inc |
11 |
- |
$334.87 |
$2,184,000 |
5,695 |
1.98% |
236,000 |
75 |
0.001 |
Home Improvement Stores |
|
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IVV |
iShares Core S&P 500 Etf |
14 |
- |
$529.96 |
$1,787,000 |
3,398 |
1.62% |
212,000 |
100 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
15 |
- |
$161.18 |
$1,693,000 |
10,394 |
1.53% |
255,000 |
772 |
0.002 |
Closed - End Fund - E... |
|
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CRWD |
Crowdstrike Holdings, Inc. |
18 |
- |
$313.67 |
$1,259,000 |
3,927 |
1.14% |
508,000 |
985 |
0.002 |
N/A |
|
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V |
Visa Inc |
20 |
- |
$272.46 |
$1,058,000 |
3,790 |
0.96% |
79,000 |
30 |
0 |
Business Services |
|
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AMD |
Advanced Micro Devices Inc |
21 |
- |
$166.90 |
$1,051,000 |
5,822 |
0.95% |
255,000 |
422 |
0 |
Semiconductor- Broad... |
|
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MCD |
McDonalds Corp |
23 |
- |
$258.89 |
$939,000 |
3,332 |
0.85% |
-38,000 |
37 |
0 |
Restaurants |
|
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CRM |
Salesforce.com Inc |
24 |
- |
$234.44 |
$871,000 |
2,892 |
0.79% |
139,000 |
112 |
0 |
Internet Software & S... |
|
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PANW |
Palo Alto Networks Inc |
25 |
- |
$294.91 |
$793,000 |
2,790 |
0.72% |
224,000 |
860 |
0.001 |
Networking & Communic... |
|
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FB |
Meta Platforms Inc |
26 |
- |
$466.83 |
$656,000 |
1,350 |
0.59% |
222,000 |
125 |
0 |
Internet Service Prov... |
|
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AVGO |
Broadcom Limited |
30 |
- |
$1,328.55 |
$535,000 |
404 |
0.48% |
120,000 |
32 |
0 |
Semiconductor- Broad... |
|
|
HON |
Honeywell International Inc |
32 |
- |
$202.19 |
$463,000 |
2,254 |
0.42% |
-4,000 |
29 |
0 |
Conglomerates |
|
|
BAC |
Bank of America Corp |
39 |
- |
$39.99 |
$350,000 |
9,225 |
0.32% |
75,000 |
1,064 |
0 |
Domestic Money Center... |
|
|
QQQ |
Invesco QQQ Trust Series I |
43 |
- |
$450.71 |
$321,000 |
723 |
0.29% |
42,000 |
42 |
0 |
Closed - End Fund - Debt |
|
|
DIS |
Walt Disney Co |
61 |
- |
$103.91 |
$208,000 |
1,703 |
0.19% |
208,000 |
1,703 |
0 |
Entertainment - Diver... |
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