Portfolio (Quarterly)
Guide ↗
BLODGETT WEALTH ADVISORS, LLC
· CIK 0001907826| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 249.0 | $219K | 0.15% | NEW | — | $878.55 | +12.5% |
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
50.6%
Communication Services
12.5%
Consumer Cyclical
12.5%
Financial Services
8.6%
Healthcare
7.0%
Consumer Defensive
5.5%
Industrials
2.2%
Energy
0.5%
Utilities
0.3%
Real Estate
0.3%