Blodgett Wealth Advisors, LLC Incresed Positions in Q3 2024

Blodgett Wealth Advisors, LLC

  • $119 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
4.66K
+ 441.29%
$225.92 - $271.17 $1.05M - $1.26M
5.72K $1.55M
IWF
Ishares Russell 1000 Gr ETF

ETFs
255
+ 0.46%
$332.02 - $382.76 $84.7K - $97.6K
56.1K $21.1M
HD
Home Depot, Inc.

Consumer Cyclical
101
+ 2.06%
$333.64 - $405.2 $33.7K - $40.9K
5K $2.02M
IVV
Ishares Core S&P 500 ETF

ETFs
135
+ 3.64%
$520.18 - $576.82 $70.2K - $77.9K
3.85K $2.22M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.1%
$801.83 - $917.05 $3.21K - $3.67K
4.19K $3.71M
JPM
Jpmorgan Chase & CO

Financial Services
203
+ 1.84%
$194.9 - $224.8 $39.6K - $45.6K
11.3K $2.37M
META
Meta Platforms, Inc.

Communication Services
7
+ 0.74%
$453.41 - $572.44 $3.17K - $4.01K
950 $543K
AVGO
Broadcom Inc.

Technology
3.97K
+ 899.55%
$136.27 - $1745.86 $541K - $6.93M
4.41K $760K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
250
+ 11.39%
$105.53 - $118.34 $26.4K - $29.6K
2.45K $285K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.09%
$66.91 - $81.4 $201 - $244
3.3K $266K
AMD
Advanced Micro Devices Inc

Technology
110
+ 1.85%
$128.67 - $183.96 $14.2K - $20.2K
6.06K $993K
BAC
Bank Of America Corp

Financial Services
9
+ 0.1%
$36.65 - $44.13 $330 - $397
9.1K $361K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.06%
$61.74 - $76.08 $123 - $152
3.17K $205K
LLY
Eli Lilly & CO

Healthcare
35
+ 0.81%
$772.14 - $960.02 $27K - $33.6K
4.37K $3.87M
CRWD
Crowd Strike Holdings, Inc.

Technology
640
+ 17.72%
$217.89 - $392.15 $139K - $251K
4.25K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
25
+ 0.09%
$161.02 - $200.0 $4.03K - $5K
28.8K $5.37M
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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