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 | WFC | WELLS FARGO & CO | Financial Services | 2,846.0 | $227K | 0.18% | — | — | $79.61 | -4.8% |
| 62 | DHR | DANAHER CORP DEL | Healthcare | 1,170.0 | $222K | 0.18% | — | — | $189.60 | -8.6% |
| 63 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 250.0 | $211K | 0.17% | — | — | $845.36 | +16.9% |
| 64 | 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%