Blodgett Wealth Advisors, LLC Incresed Positions in Q4 2024

Blodgett Wealth Advisors, LLC

  • $127 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.42K
+ 1.35%
$117.0 - $148.88 $166K - $212K
107K $14.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
61
+ 0.11%
$370.24 - $418.94 $22.6K - $25.6K
56.2K $22.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.73K
+ 5.98%
$180.88 - $232.93 $312K - $402K
30.6K $6.7M
GOOGL
Alphabet Inc.

Communication Services
1.45K
+ 3.39%
$161.86 - $196.66 $235K - $285K
44.3K $8.38M
AAPL
Apple Inc.

Technology
91
+ 0.13%
$221.69 - $259.02 $20.2K - $23.6K
68.7K $17.2M
AVGO
Broadcom Inc.

Technology
1.02K
+ 23.14%
$159.67 - $250.0 $163K - $255K
5.43K $1.26M
CRWD
Crowd Strike Holdings, Inc.

Technology
450
+ 10.58%
$275.15 - $388.2 $124K - $175K
4.7K $1.61M
IVV
Ishares Core S&P 500 ETF

ETFs
475
+ 12.34%
$570.51 - $610.59 $271K - $290K
4.32K $2.54M
CRM
Salesforce, Inc.

Technology
425
+ 16.18%
$270.87 - $367.87 $115K - $156K
3.05K $1.02M
COST
Costco Wholesale Corp

Consumer Defensive
175
+ 4.18%
$873.59 - $994.69 $153K - $174K
4.36K $4M
META
Meta Platforms, Inc.

Communication Services
390
+ 41.05%
$554.08 - $632.68 $216K - $247K
1.34K $790K
PANW
Palo Alto Networks Inc

Technology
2.85K
+ 135.71%
$181.96 - $405.9 $519K - $1.16M
4.95K $900K
LLY
Eli Lilly & CO

Healthcare
782
+ 17.92%
$727.2 - $932.06 $569K - $729K
5.15K $3.97M
WMT
Walmart Inc.

Consumer Defensive
350
+ 10.62%
$79.1 - $95.7 $27.7K - $33.5K
3.65K $329K
CSCO
Cisco Systems, Inc.

Technology
7
+ 0.09%
$52.45 - $60.02 $367 - $420
7.9K $467K
BAC
Bank Of America Corp

Financial Services
5
+ 0.05%
$39.22 - $47.77 $196 - $239
9.1K $400K
HD
Home Depot, Inc.

Consumer Cyclical
300
+ 6.0%
$385.02 - $431.37 $116K - $129K
5.3K $2.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
275
+ 11.25%
$113.92 - $127.38 $31.3K - $35K
2.72K $313K
BX
Blackstone Inc.

Financial Services
3
+ 0.21%
$148.45 - $199.05 $445 - $597
1.4K $241K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.15%
$481.22 - $538.17 $481 - $538
683 $349K
VTV
Vanguard Value ETF

ETFs
4
+ 0.04%
$168.32 - $181.87 $673 - $727
9.87K $1.67M
MSFT
Microsoft Corp

Technology
27
+ 0.1%
$406.35 - $454.46 $11K - $12.3K
27.9K $11.8M
AMD
Advanced Micro Devices Inc

Technology
200
+ 3.3%
$118.88 - $172.8 $23.8K - $34.6K
6.26K $755K
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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