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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

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Holdings Found : 16     View All Holdings Currently Viewing:  Decreased 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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $1,096.33 $10,739,000 11,885 9.73% 4,175,000 -1,370 0    Semiconductor - Speci...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 5 - $172.50 $6,770,000 44,855 6.13% 281,000 -1,600 0.001    Search Engines & Info...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 6 - $176.44 $5,349,000 29,656 4.85% 691,000 -1,000 0    Internet Software & S...
   (PG)1 Year Chart         PG Procter & Gamble Co 13 - $164.54 $1,871,000 11,530 1.7% 71,000 -750 0    Cleaning Products
   (DVY)1 Year Chart         DVY iShares Dow Select Div 17 - $124.47 $1,301,000 10,565 1.18% -8,000 -600 0.007    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 19 - $146.67 $1,120,000 7,080 1.01% -594,000 -3,857 0    Drug Manufacturers - ...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 28 - $59.60 $617,000 7,741 0.56% -18,000 -302 0.001    Drug Stores
   (CVX)1 Year Chart         CVX Chevron Corp 29 - $162.30 $559,000 3,542 0.51% -141,000 -1,149 0    Integrated Oil & Gas
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 31 - $133.30 $506,000 3,912 0.46% 6,000 -200 0.001    Paper & Paper Products
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 34 - $46.50 $419,000 8,388 0.38% -152,000 -2,905 0    Networking & Communic...
   (PFE)1 Year Chart         PFE Pfizer Inc 35 - $28.66 $417,000 15,021 0.38% -78,000 -2,175 0    Drug Manufacturers - ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 36 - $41.15 $392,000 9,353 0.36% 0 -1,041 0    Telecom Services - Do...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 40 - $456.52 $345,000 825 0.31% -41,000 -175 0    Investment Brokerage ...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 48 - $177.81 $300,000 1,705 0.27% -310,000 -750 0    Auto Manufacturers
   (SHOP)1 Year Chart         SHOP Shopify Inc 57 - $59.15 $232,000 3,000 0.21% -11,000 -125 0    N/A
   (MAR)1 Year Chart         MAR Marriott International Inc 60 - $231.17 $211,000 836 0.19% -45,000 -300 0    Lodging

      16 Records Found
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