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 | XLE | SELECT SECTOR SPDR TR | — | 4,250.0 | $260K | 0.21% | NEW | — | $61.26 | -3.5% |
| 2 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,725.0 | $252K | 0.20% | NEW | — | $146.28 | -6.2% |
| 3 | INTC | INTEL CORP | Technology | 5,248.0 | $232K | 0.18% | NEW | — | $44.13 | +168.5% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3,702.0 | $200K | 0.16% | NEW | — | $54.06 | +8.6% |
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%