StockDriftsStockDriftsTop 50 Blodgett Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 14.19% | 42.0K | $17.9M | -13.62%(-6.62K) | $290.61(-57.22%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 12.33% | 89.2K | $15.6M | -2.86%(-2.63K) | $28.52(+691.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 11.48% | 57.1K | $14.5M | -3.06%(-1.80K) | $160.19(+86.57%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.17% | 31.5K | $9.0M | -6.01%(-2.01K) | $139.12(+189.40%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.71% | 40.7K | $8.5M | -1.26%(-520) | $178.30(+51.50%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.7% | 22.8K | $8.5M | -6.92%(-1.70K) | $311.09(+30.26%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.66% | 4.6K | $4.6M | -5.49%(-269) | $585.85(+76.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.97% | 5.7K | $3.7M | +2.05%(+115) | $510.28(+46.14%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.74% | 3.8K | $3.5M | -10.44%(-438) | $422.28(+140.54%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.52% | 10.8K | $3.2M | +2.83%(+297) | $169.52(+77.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +22.73% | +84.88% |
| Top 20 Holdings Unweighted | +16.63% | +58.64% |
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