Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 2, 2022. Long positions only.
- Positions
- 83
- No filing for Q3 2021
- Portfolio value
- $127.7M
- No filing for Q3 2021
Blodgett Wealth Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 65,815 | $20.1M | 15.7% | – | – | – |
| AAPLApple Inc. | Stock | 67,821 | $12.0M | 9.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 28,183 | $9.48M | 7.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,957 | $6.53M | 5.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,163 | $6.27M | 4.9% | – | – | History |
| NVDANVIDIA Corp | Stock | 14,022 | $4.12M | 3.2% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 101,976 | $4.02M | 3.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 17,235 | $2.73M | 2.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 6,434 | $2.67M | 2.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 4,702 | $2.67M | 2.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 11,690 | $2.60M | 2.0% | – | – | – |
| PFEPfizer Inc | Stock | 41,481 | $2.45M | 1.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 43,443 | $2.26M | 1.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 11,768 | $2.01M | 1.6% | – | – | History |
| PGProcter & Gamble Co | Stock | 12,135 | $1.99M | 1.6% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 26,580 | $1.68M | 1.3% | – | – | History |
| WMWaste Management Inc | Stock | 9,955 | $1.66M | 1.3% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 8,615 | $1.63M | 1.3% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,445 | $1.54M | 1.2% | – | – | – |
| DISWalt Disney Co | Stock | 9,908 | $1.53M | 1.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 18,638 | $1.43M | 1.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 5,425 | $1.38M | 1.1% | – | – | History |
| CVSCVS Health Corp | Stock | 13,245 | $1.37M | 1.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 4,924 | $1.32M | 1.0% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.19M | 0.9% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,488 | $1.19M | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 4,237 | $1.17M | 0.9% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,050 | $1.16M | 0.9% | – | – | History |
| KMBKimberly Clark Corp | Stock | 7,961 | $1.14M | 0.9% | – | – | History |
| TSLATesla, Inc. | Stock | 1,020 | $1.08M | 0.8% | – | – | History |
| INTCIntel Corp | Stock | 20,138 | $1.04M | 0.8% | – | – | History |
| BACBank of America Corp | Stock | 21,720 | $966.0K | 0.8% | – | – | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,765 | $951.0K | 0.7% | – | – | – |
| EFTEaton Vance Floating-Rate Income Trust | COM | 62,250 | $939.0K | 0.7% | – | – | History |
| VVisa Inc. | Stock | 4,095 | $887.0K | 0.7% | – | – | History |
| BABoeing Co | Stock | 4,285 | $863.0K | 0.7% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 9,808 | $772.0K | 0.6% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 2,000 | $765.0K | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,530 | $749.0K | 0.6% | – | – | History |
| SHOPShopify Inc. | Stock | 539 | $742.0K | 0.6% | – | – | History |
| FDXFedEx Corp | Stock | 2,825 | $731.0K | 0.6% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 5,488 | $673.0K | 0.5% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,111 | $667.0K | 0.5% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,895 | $666.0K | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,200 | $603.0K | 0.5% | – | – | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 19,721 | $600.0K | 0.5% | – | – | – |
| TAT&T Inc. | Stock | 22,867 | $563.0K | 0.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,374 | $547.0K | 0.4% | – | – | – |
| SNOWSnowflake Inc. | Stock | 1,555 | $527.0K | 0.4% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 6,188 | $514.0K | 0.4% | – | – | – |
| PSAPublic Storage | COM | 1,300 | $487.0K | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 3,204 | $464.0K | 0.4% | – | – | History |
| MARMarriott International Inc | Stock | 2,735 | $452.0K | 0.4% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,345 | $452.0K | 0.4% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 11,000 | $430.0K | 0.3% | – | – | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 20,210 | $427.0K | 0.3% | – | – | – |
| HONHoneywell International Inc | COM | 2,000 | $417.0K | 0.3% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,440 | $394.0K | 0.3% | – | – | – |
| LUVSouthwest Airlines Co | COM | 9,183 | $393.0K | 0.3% | – | – | History |
| TGTTarget Corp | Stock | 1,650 | $382.0K | 0.3% | – | – | History |
| NFLXNetflix Inc | Stock | 600 | $361.0K | 0.3% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 201 | $351.0K | 0.3% | – | – | History |
| CVXChevron Corp | Stock | 2,956 | $347.0K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 1,590 | $329.0K | 0.3% | – | – | History |
| NKENIKE, Inc. | Stock | 1,960 | $327.0K | 0.3% | – | – | History |
| CMICummins Inc | Stock | 1,500 | $327.0K | 0.3% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,576 | $325.0K | 0.3% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 1,927 | $321.0K | 0.3% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,713 | $298.0K | 0.2% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 1,460 | $269.0K | 0.2% | – | – | History |
| CARMCarisma Therapeutics Inc. | COM | 327,900 | $267.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 90 | $260.0K | 0.2% | – | – | History |
| EXCExelon Corp | Stock | 4,500 | $260.0K | 0.2% | – | – | History |
| EDConsolidated Edison Inc | Stock | 3,000 | $256.0K | 0.2% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 1,918 | $256.0K | 0.2% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,091 | $252.0K | 0.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $236.0K | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 2,950 | $232.0K | 0.2% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,449 | $227.0K | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,592 | $210.0K | 0.2% | – | – | – |
| SOFISoFi Technologies, Inc. | Stock | 13,000 | $206.0K | 0.2% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $200.0K | 0.2% | – | – | – |
| NBWNeuberger Berman California Municipal Fund Inc. | COM | 11,000 | $154.0K | 0.1% | – | – | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.