Portfolio (Quarterly)
Guide ↗
BLODGETT WEALTH ADVISORS, LLC
· CIK 0001907826| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 5,737.0 | $3.7M | 2.97% | +115.0 | +2.0% | $653.19 | +14.2% |
| 2 | JPM | JPMORGAN CHASE & CO | Financial Services | 10,790.0 | $3.2M | 2.52% | +297.0 | +2.8% | $294.15 | +3.0% |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 6,019.0 | $2.3M | 1.86% | +872.0 | +16.9% | $390.41 | +66.0% |
| 4 | UBER | UBER TECHNOLOGIES INC | Technology | 25,080.0 | $1.8M | 1.43% | +2K | +9.2% | $71.93 | +3.7% |
| 5 | META | META PLATFORMS INC | Communication Services | 1,995.0 | $1.1M | 0.91% | +50.0 | +2.6% | $572.13 | +6.2% |
| 6 | PANW | PALO ALTO NETWORKS INC | Technology | 5,900.0 | $946K | 0.75% | +425.0 | +7.8% | $160.32 | +57.8% |
| 7 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 4,152.0 | $401K | 0.32% | +40.0 | +1.0% | $96.47 | +2.3% |
| 8 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 6,350.0 | $353K | 0.28% | +200.0 | +3.2% | $55.52 | +8.3% |
| 9 | SNOW | SNOWFLAKE INC | Technology | 2,130.0 | $321K | 0.26% | +375.0 | +21.4% | $150.82 | +10.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
49.8%
Communication Services
12.6%
Consumer Cyclical
12.3%
Financial Services
8.6%
Consumer Defensive
6.7%
Healthcare
6.6%
Industrials
2.0%
Energy
0.7%
Utilities
0.4%
Real Estate
0.4%