| |
|
|
| Name: |
BLODGETT WEALTH ADVISORS LLC |
| City: |
CONCORD |
| State: |
CA |
| Zip: |
94521 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
20 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WM |
Waste Management Inc |
12 |
- |
$210.73 |
$1,878,000 |
8,811 |
1.7% |
300,000 |
0 |
0.002 |
Waste Management |
|
|
SPY |
Standard & Poors Depository... |
16 |
- |
$527.37 |
$1,310,000 |
2,504 |
1.19% |
120,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
ABBV |
Abbvie Inc. |
22 |
- |
$161.24 |
$955,000 |
5,244 |
0.87% |
142,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
27 |
- |
$205.77 |
$634,000 |
3,015 |
0.57% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWR |
iShares Tr Rssll MidCap Indx |
33 |
- |
$81.91 |
$460,000 |
5,468 |
0.42% |
35,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
PSA |
Public Storage Inc |
37 |
- |
$273.83 |
$377,000 |
1,300 |
0.34% |
-20,000 |
0 |
0.001 |
REIT - Industrial |
|
|
DHR |
Danaher Corp |
38 |
- |
$256.80 |
$367,000 |
1,470 |
0.33% |
27,000 |
0 |
0 |
General Building Mate... |
|
|
INTC |
Intel Corp |
41 |
- |
$30.85 |
$340,000 |
7,691 |
0.31% |
-46,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
GOOG |
Alphabet Inc |
42 |
- |
$173.96 |
$335,000 |
2,200 |
0.3% |
25,000 |
0 |
0 |
Search Engines & Info... |
|
|
ANET |
Arista Networks, Inc. |
44 |
- |
$297.65 |
$319,000 |
1,100 |
0.29% |
60,000 |
0 |
0 |
Diversified Computer ... |
|
|
IBM |
International Business Mach... |
45 |
- |
$166.85 |
$309,000 |
1,618 |
0.28% |
44,000 |
0 |
0 |
Diversified Computer ... |
|
|
CAT |
Caterpillar Inc |
46 |
- |
$338.52 |
$308,000 |
841 |
0.28% |
59,000 |
0 |
0 |
Farm & Construction M... |
|
|
TIPX |
Spdr Barclays 1 To 10 Year ... |
47 |
- |
$18.47 |
$302,000 |
16,210 |
0.27% |
1,000 |
0 |
0.004 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
49 |
- |
$204.05 |
$290,000 |
1,715 |
0.26% |
42,000 |
0 |
0 |
Communication Equipment |
|
|
ED |
Consolidated Edison Inc |
52 |
- |
$94.55 |
$272,000 |
3,000 |
0.25% |
-1,000 |
0 |
0.001 |
Multi Utilities |
|
|
XLK |
SPDR Technology Sector |
53 |
- |
$210.16 |
$260,000 |
1,250 |
0.24% |
19,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VYM |
Vanguard High Dividend Yiel... |
54 |
- |
$120.00 |
$255,000 |
2,107 |
0.23% |
20,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
|
IJR |
iShares Core S&P Small-Cap |
55 |
- |
$109.65 |
$243,000 |
2,195 |
0.22% |
5,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFAU |
Dfa Dimensional Us Core Equ... |
59 |
- |
$0.00 |
$222,000 |
6,072 |
0.2% |
20,000 |
0 |
0.007 |
N/A |
|
|
CARM |
Carisma Therapeutics Inc |
62 |
- |
$1.33 |
$58,000 |
25,500 |
0.05% |
-17,000 |
0 |
0.063 |
N/A |
|
