Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Apr 23, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 63
- +4 vs. Q4 2023
- Portfolio value
- $110.4M
- +$12.7M (+13.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 55,739 | $18.8M | 17.0% | +295+0.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 29,399 | $12.4M | 11.2% | +663+2.3% | Added | History |
| AAPLApple Inc. | Stock | 71,402 | $12.2M | 11.1% | +855+1.2% | Added | History |
| NVDANVIDIA Corp | Stock | 11,885 | $10.7M | 9.7% | −1,370−10.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 44,855 | $6.77M | 6.1% | −1,600−3.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 29,656 | $5.35M | 4.8% | −1,000−3.3% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,328 | $3.37M | 3.1% | +879+25.5% | Added | History |
| COSTCostco Wholesale Corp | Stock | 4,154 | $3.04M | 2.8% | +81+2.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 12,055 | $2.41M | 2.2% | +374+3.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 17,279 | $2.28M | 2.1% | +291+1.7% | Added | History |
| HDHome Depot, Inc. | Stock | 5,695 | $2.18M | 2.0% | +75+1.3% | Added | History |
| WMWaste Management Inc | Stock | 8,811 | $1.88M | 1.7% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 11,530 | $1.87M | 1.7% | −750−6.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,398 | $1.79M | 1.6% | +100+3.0% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,394 | $1.69M | 1.5% | +772+8.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.31M | 1.2% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $1.30M | 1.2% | −600−5.4% | Reduced | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,927 | $1.26M | 1.1% | +985+33.5% | Added | History |
| JNJJohnson & Johnson | Stock | 7,080 | $1.12M | 1.0% | −3,857−35.3% | Reduced | History |
| VVisa Inc. | Stock | 3,790 | $1.06M | 1.0% | +30+0.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 5,822 | $1.05M | 1.0% | +422+7.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 5,244 | $954.9K | 0.9% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 3,332 | $939.3K | 0.9% | +37+1.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,892 | $871.0K | 0.8% | +112+4.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 2,790 | $792.7K | 0.7% | +860+44.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,350 | $655.5K | 0.6% | +125+10.2% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,015 | $634.1K | 0.6% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 7,741 | $617.4K | 0.6% | −302−3.8% | Reduced | History |
| CVXChevron Corp | Stock | 3,542 | $558.7K | 0.5% | −1,149−24.5% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 404 | $534.8K | 0.5% | +32+8.6% | Added | History |
| KMBKimberly Clark Corp | Stock | 3,912 | $506.0K | 0.5% | −200−4.9% | Reduced | History |
| HONHoneywell International Inc | COM | 2,254 | $462.6K | 0.4% | +29+1.3% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $459.8K | 0.4% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 8,388 | $418.7K | 0.4% | −2,905−25.7% | Reduced | History |
| PFEPfizer Inc | Stock | 15,021 | $416.8K | 0.4% | −2,175−12.6% | Reduced | History |
| VZVerizon Communications Inc | Stock | 9,353 | $392.4K | 0.4% | −1,041−10.0% | Reduced | History |
| PSAPublic Storage | COM | 1,300 | $377.1K | 0.3% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 1,470 | $367.1K | 0.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 9,225 | $349.8K | 0.3% | +1,064+13.0% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 825 | $344.7K | 0.3% | −175−17.5% | Reduced | History |
| INTCIntel Corp | Stock | 7,691 | $339.7K | 0.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,200 | $335.0K | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 723 | $320.9K | 0.3% | +42+6.2% | Added | – |
| ANETArista Networks, Inc. | COM | 1,100 | $319.0K | 0.3% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,618 | $309.0K | 0.3% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 841 | $308.2K | 0.3% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $302.2K | 0.3% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 1,705 | $299.7K | 0.3% | −750−30.5% | Reduced | History |
| QCOMQualcomm Inc | Stock | 1,715 | $290.4K | 0.3% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 3,710 | $285.6K | 0.3% | +3,710 | New | History |
| ADBEAdobe Inc. | Stock | 560 | $282.6K | 0.3% | +560 | New | History |
| EDConsolidated Edison Inc | Stock | 3,000 | $272.4K | 0.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $260.3K | 0.2% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $254.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,195 | $242.6K | 0.2% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 1,056 | $240.5K | 0.2% | +1,056 | New | History |
| SHOPShopify Inc. | Stock | 3,000 | $231.5K | 0.2% | −125−4.0% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 3,163 | $228.8K | 0.2% | +3,163 | New | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $221.9K | 0.2% | 00.0% | Unchanged | – |
| MARMarriott International Inc | Stock | 836 | $210.9K | 0.2% | −300−26.4% | Reduced | History |
| DISWalt Disney Co | Stock | 1,703 | $208.4K | 0.2% | +1,703 | New | History |
| CARMCarisma Therapeutics Inc. | COM | 25,500 | $57.9K | 0.1% | 00.0% | Unchanged | History |
| RDUSRadius Recycling, Inc. | CL A | 500 | $10.6K | <0.1% | +500 | New | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| RDUSRadius Recycling, Inc. | CL A | – | $488.1K |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.