BLODGETT WEALTH ADVISORS, LLC
CIK 1907826 · Holdings on Sep 30, 2023 · First reported Oct 30, 2023
Top ten holdings
Q3 2023- IWF16.34%
- AAPL13.40%
- MSFT9.99%
- GOOGL6.66%
- NVDA6.15%
- AMZN4.41%
- COST2.59%
- VTV2.06%
- LLY2.06%
- PG2.05%
Share classes counted separately65.71%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $14.84M | 16.34% | 55.79K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $12.17M | 13.40% | 71.08K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORP View history and evidence | $9.08M | 9.99% | 28.75K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $6.05M | 6.66% | 46.26K shares | — | ↗▾ | |
| 05 | NVDANVIDIA CORP View history and evidence | $5.58M | 6.15% | 12.84K shares | — | ↗▾ | |
| 06 | AMZNAMAZON.COM INC View history and evidence | $4.00M | 4.41% | 31.48K shares | — | ↗▾ | |
| 07 | COSTCOSTCO WHOLESALE CORP View history and evidence | $2.35M | 2.59% | 4.17K shares | — | ↗▾ | |
| 08 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $1.88M | 2.06% | 13.60K shares | — | ↗▾ | |
| 09 | LLYELI LILLY & CO View history and evidence | $1.87M | 2.06% | 3.48K shares | — | ↗▾ | |
| 10 | PGPROCTER & GAMBLE CO/THE View history and evidence | $1.86M | 2.05% | 12.78K shares | — | ↗▾ |
Options overlay 1
$310.50K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
FFORD MOTOR CO View history and evidence | Call | 25.00K | $310.50K | ▾ |
1 / 1 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PFF ISHARES PREFERRED & INCOME S | Non-derivative | — | — | SEC filing ↗ | |
| BSV VANGUARD SHORT-TERM BOND ETF | Non-derivative | — | — | SEC filing ↗ | |
| SPTS SS SPDR P ST TERM TSY ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1907826 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 91133891
}Research all 59 reported holdings.
This page includes 30 of 59 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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{"cik":"1907826","quarter":"2023Q3","page_size":100}
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.