Blodgett-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", "GOOGL", "AXP", "CAT", "AVGO", null, "HON", "HD", "CARM", "MCD", "QCOM", "META", "MSFT", "IJR", "ANET", "IWF", "PANW", "IVV", "AAPL", "SPY", "NVDA", "PG", "MRK", "VZ", "SHOP", "IBM", "UBER", "SCHW", null, "TSM", "CHPT", "VYM", "WM", "IWR", "AMZN", "VTV", "V", "WMT", "DVY", "CRM", null, "PSA", "KMB", "BAC", "BRK-A", "CVX", "CSCO", "ED", "COST", "CRWD", "CVS", "DHR", "QQQ", "IWM", "GOOG", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 61
- Total Value
- 117337832
- Accession Number
- 0001085146-25-002131
- Form Type
- 13F-HR
- Manager Name
- Blodgett-Wealth-Advisors
Data Enrichment
95% identified58 identified3 unidentified
Holdings
61 positions • $117.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
24.0K | QoQ 0.00% (-0) | All Managers (Combined) | $7.4K | 0.0% ($7.4K/$117.3M) |