BLODGETT WEALTH ADVISORS, LLC
CIK 1907826 · Holdings on Jun 30, 2024 · First reported Jul 24, 2024
Top ten holdings
Q2 2024- IWF17.28%
- AAPL12.49%
- NVDA12.10%
- MSFT11.14%
- GOOGL6.96%
- AMZN4.72%
- LLY3.33%
- COST3.02%
- JPM1.90%
- IVV1.72%
Share classes counted separately74.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +2.37 pp9.73% → 12.10%Shares +103.53K (+871.14%)
- AAPLWeight increased · +1.40 pp11.09% → 12.49%Shares -1.53K (-2.15%)
- GOOGLWeight increased · +0.83 pp6.13% → 6.96%Shares +150 (+0.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $20.36M | 17.28% | 55.87K shares | 17.02% → 17.28%+0.26 pp +130 (+0.23%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $14.72M | 12.49% | 69.87K shares | 11.09% → 12.49%+1.40 pp -1.53K (-2.15%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $14.26M | 12.10% | 115.42K shares | 9.73% → 12.10%+2.37 pp +103.53K (+871.14%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $13.13M | 11.14% | 29.38K shares | 11.21% → 11.14%-0.07 pp -23 (-0.08%) | Reduced | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $8.20M | 6.96% | 45.01K shares | 6.13% → 6.96%+0.83 pp +150 (+0.33%) | Added | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $5.57M | 4.72% | 28.81K shares | 4.85% → 4.72%-0.13 pp -850 (-2.87%) | Reduced | ↗▾ |
| 07 | LLYELI LILLY & CO View history and evidence | $3.92M | 3.33% | 4.33K shares | 3.05% → 3.33%+0.28 pp +2 (+0.05%) | Added | ↗▾ |
| 08 | COSTCOSTCO WHOLESALE CORP View history and evidence | $3.56M | 3.02% | 4.18K shares | 2.76% → 3.02%+0.26 pp +30 (+0.72%) | Added | ↗▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $2.24M | 1.90% | 11.06K shares | 2.19% → 1.90%-0.29 pp -997 (-8.27%) | Reduced | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.03M | 1.72% | 3.71K shares | 1.62% → 1.72%+0.10 pp +315 (+9.27%) | Added | ↗▾ |
Options overlay 1
$198.51K 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 | |
|---|---|---|---|---|---|
806882106SCHNITZER STEEL INDS INC-ACL A View history and evidence | Call | 13.00K | $198.51K | -10.10K (-43.72%) | ▾ |
1 / 1 options · preview only
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GS GOLDMAN SACHS GROUP INC | Non-derivative | -825 | -$344.71K | SEC filing ↗ | SEC filing ↗ |
| INTC INTEL CORP | Non-derivative | -7,691 | -$339.71K | SEC filing ↗ | SEC filing ↗ |
| UBER UBER TECHNOLOGIES INC | Non-derivative | -3,710 | -$285.63K | SEC filing ↗ | 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 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118036506
}Research all 59 reported holdings.
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