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Livermore
Livermore
ZHEN

Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Apr 24, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
62
0 vs. Q4 2022
Portfolio value
$86.2M
+$3.92M (+4.8%) vs. Q4 2022
Filed
Apr 24, 2023
SEC
Holdings of Blodgett Wealth Advisors, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Russell 1000 Growth ETF464287614ETF55,809$13.6M15.8%−8,625−13.4%Reduced–
AAPLApple Inc.Stock70,655$11.7M13.5%−909−1.3%ReducedHistory
MSFTMicrosoft CorpStock28,137$8.11M9.4%−300−1.1%ReducedHistory
GOOGLAlphabet Inc.Stock44,345$4.60M5.3%−100−0.2%ReducedHistory
NVDANVIDIA CorpStock12,215$3.39M3.9%−3,572−22.6%ReducedHistory
AMZNAmazon Com IncStock32,100$3.32M3.8%−2,400−7.0%ReducedHistory
COSTCostco Wholesale CorpStock4,167$2.07M2.4%−120−2.8%ReducedHistory
PGProcter & Gamble CoStock13,230$1.97M2.3%−350−2.6%ReducedHistory
MRKMerck & Co., Inc.Stock17,863$1.90M2.2%00.0%UnchangedHistory
Vanguard Morningstar Value ETF922908744ETF13,707$1.89M2.2%−500−3.5%Reduced–
HDHome Depot, Inc.Stock6,167$1.82M2.1%−40−0.6%ReducedHistory
JPMJPMorgan Chase & CoStock13,778$1.80M2.1%−148−1.1%ReducedHistory
JNJJohnson & JohnsonStock11,326$1.76M2.0%+20.0%AddedHistory
PFEPfizer IncStock41,339$1.69M2.0%−448−1.1%ReducedHistory
iShares Select Dividend ETF464287168ETF12,571$1.47M1.7%00.0%Unchanged–
WMWaste Management IncStock8,461$1.38M1.6%00.0%UnchangedHistory
MCDMcDonalds CorpStock4,895$1.37M1.6%+11+0.2%AddedHistory
LLYEli Lilly & CoStock3,867$1.33M1.5%00.0%UnchangedHistory
iShares Tr464288687PFD AND INCM SEC35,460$1.11M1.3%−5,500−13.4%Reduced–
CVSCVS Health CorpStock14,468$1.08M1.2%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF2,573$1.06M1.2%+10.0%Added–
SPYSPDR S&P 500 ETF TrustETF2,504$1.03M1.2%−100−3.8%ReducedHistory
VZVerizon Communications IncStock23,558$916.2K1.1%−2,672−10.2%ReducedHistory
iShares Russell 2000 ETF464287655ETF5,015$894.7K1.0%−120−2.3%Reduced–
UNHUnitedHealth Group IncStock1,892$894.1K1.0%−10−0.5%ReducedHistory
ABBVAbbVie Inc.Stock5,494$875.6K1.0%00.0%UnchangedHistory
Vanguard Short-Term Bond ETF921937827ETF10,000$764.9K0.9%00.0%Unchanged–
CSCOCisco Systems, Inc.Stock14,240$744.4K0.9%−689−4.6%ReducedHistory
VVisa Inc.Stock3,210$723.7K0.8%00.0%UnchangedHistory
KMBKimberly Clark CorpStock4,962$666.0K0.8%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock3,120$623.3K0.7%−325−9.4%ReducedHistory
CVXChevron CorpStock3,665$598.0K0.7%+34+0.9%AddedHistory
AMDAdvanced Micro Devices IncStock6,075$595.4K0.7%−900−12.9%ReducedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF19,721$576.4K0.7%00.0%Unchanged–
UPSUnited Parcel Service IncStock2,611$506.5K0.6%−10−0.4%ReducedHistory
BACBank of America CorpStock16,720$478.2K0.6%+600+3.7%AddedHistory
GSGoldman Sachs Group IncStock1,330$435.1K0.5%00.0%UnchangedHistory
TSLATesla, Inc.Stock2,030$421.1K0.5%−60−2.9%ReducedHistory
PSAPublic StorageCOM1,300$392.8K0.5%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF5,568$389.3K0.5%00.0%Unchanged–
HONHoneywell International IncCOM2,000$382.2K0.4%00.0%UnchangedHistory
DHRDanaher CorpStock1,470$370.5K0.4%−100−6.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM3,150$345.4K0.4%00.0%UnchangedHistory
SPDR Series Trust78468R861STATE STRET SPDR16,210$308.5K0.4%00.0%Unchanged–
INTCIntel CorpStock9,124$298.1K0.3%−1,700−15.7%ReducedHistory
DISWalt Disney CoStock2,925$292.9K0.3%−425−12.7%ReducedHistory
EDConsolidated Edison IncStock3,000$287.0K0.3%00.0%UnchangedHistory
RUNSunrun Inc.COM13,673$275.5K0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,918$251.4K0.3%00.0%UnchangedHistory
NKENIKE, Inc.Stock1,901$233.1K0.3%00.0%UnchangedHistory
MARMarriott International IncStock1,385$230.0K0.3%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock1,652$226.8K0.3%+1,652NewHistory
QCOMQualcomm IncStock1,765$225.2K0.3%+1,765NewHistory
Invesco QQQ Trust Series I46090E103ETF695$223.2K0.3%−125−15.2%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF2,107$222.3K0.3%00.0%Unchanged–
BABoeing CoStock1,000$212.4K0.2%−350−25.9%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF2,195$212.3K0.2%00.0%Unchanged–
ANETArista Networks, Inc.COM1,250$209.8K0.2%+1,250NewHistory
SYYSysco CorpStock2,670$206.2K0.2%00.0%UnchangedHistory
EFTEaton Vance Floating-Rate Income TrustCOM13,500$155.4K0.2%−5,000−27.0%ReducedHistory
CARMCarisma Therapeutics Inc.COM29,660$91.9K0.1%−340−1.1%ReducedConverted for a 1-for-20 splitHistory
FFord Motor CoStock2,100$26.5K<0.1%+2,100NewHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Blodgett Wealth Advisors, LLC in Q1 2023
SecurityClassPutsCalls
FFord Motor CoStock–$315.0K

Sold out since Q4 2022 (4)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Blodgett Wealth Advisors, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
TAT&T Inc.Stock12,241$225.4K0.3%History
CATCaterpillar IncStock902$216.1K0.3%History
WMTWalmart Inc.Stock1,523$216.0K0.3%History
TGTTarget CorpStock1,400$208.7K0.3%History