Investor Details
| Filer Name: | BLODGETT WEALTH ADVISORS, LLC |
|---|---|
| CIK: | 1907826 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-24 |
| Number of Holdings: | 59 |
| Portfolio Value: | $0.13B |
Blodgett Wealth Advisors, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| IWF | US | ISHARES RUSSELL 1000 GROWTH | 56,185 | $23M | 17.69% | 0.1% | - |
| AAPL | US | APPLE INC | 68,657 | $17M | 13.48% | 0.1% | - |
| NVDA | US | NVIDIA CORP | 106,562 | $14M | 11.22% | 1.4% | - |
| MSFT | US | MICROSOFT CORP | 27,883 | $12M | 9.21% | 0.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 44,263 | $8M | 6.57% | 3.4% | - |
| AMZN | US | AMAZON.COM INC | 30,556 | $7M | 5.26% | 6.0% | - |
| COST | US | COSTCO WHOLESALE CORP | 4,363 | $4M | 3.13% | 4.2% | - |
| LLY | US | ELI LILLY & CO | 5,147 | $4M | 3.12% | 17.9% | - |
| JPM | US | JPMORGAN CHASE & CO | 10,762 | $3M | 2.02% | -4.4% | - |
| IVV | US | ISHARES CORE S&P 500 ETF | 4,323 | $3M | 2.00% | 12.3% | - |
| HD | US | HOME DEPOT INC | 5,297 | $2M | 1.62% | 6.0% | - |
| AXP | US | AMERICAN EXPRESS CO | 5,659 | $2M | 1.32% | -1.0% | - |
| VTV | US | VANGUARD VALUE ETF | 9,865 | $2M | 1.31% | 0.0% | - |
| CRWD | US | CROWDSTRIKE HOLDINGS INC - A | 4,702 | $2M | 1.26% | 10.6% | - |
| WM | US | WASTE MANAGEMENT INC | 7,811 | $2M | 1.24% | - | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 2,504 | $1M | 1.15% | - | - |
| MRK | US | MERCK & CO. INC. | 14,195 | $1M | 1.11% | -4.6% | - |
| DVY | US | ISHARES SELECT DIVIDEND ETF | 10,565 | $1M | 1.09% | - | - |
| TSLA | US | TESLA INC | 3,265 | $1M | 1.03% | -1.2% | - |
| AVGO | US | BROADCOM INC | 5,428 | $1M | 0.99% | 23.1% | - |