Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLODGETT WEALTH ADVISORS LLC | 02-02-2024 | 12-31-2023 | 60 | 97,964,738 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $16,808,958 | 55,444 | 0.02 | 0.02 | -8,990 | -13.95 | 12-31-2023 |
| APPLE INC | COM | 2 | $13,582,507 | 70,547 | 0.01 | 0.01 | -1,017 | -1.42 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $10,805,745 | 28,736 | 0.01 | 0.01 | 299 | 1.05 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 4 | $6,564,142 | 13,255 | 0.01 | 0.00 | -2,532 | -16.04 | 12-31-2023 |
