Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 21, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 59
- +1 vs. Q2 2024
- Portfolio value
- $118.9M
- +$1.10M (+0.9%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 56,124 | $21.1M | 17.7% | +255+0.5% | Added | – |
| AAPLApple Inc. | Stock | 68,566 | $16.0M | 13.4% | −1,303−1.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 105,140 | $12.8M | 10.7% | −10,280−8.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 27,856 | $12.0M | 10.1% | −1,520−5.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 42,813 | $7.10M | 6.0% | −2,192−4.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 28,831 | $5.37M | 4.5% | +25+0.1% | Added | History |
| LLYEli Lilly & Co | Stock | 4,365 | $3.87M | 3.3% | +35+0.8% | Added | History |
| COSTCostco Wholesale Corp | Stock | 4,188 | $3.71M | 3.1% | +4+0.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 11,261 | $2.37M | 2.0% | +203+1.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,848 | $2.22M | 1.9% | +135+3.6% | Added | – |
| HDHome Depot, Inc. | Stock | 4,997 | $2.02M | 1.7% | +101+2.1% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,861 | $1.72M | 1.4% | −491−4.7% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 14,887 | $1.69M | 1.4% | −169−1.1% | Reduced | History |
| WMWaste Management Inc | Stock | 7,811 | $1.62M | 1.4% | −1,000−11.3% | Reduced | History |
| AXPAmerican Express Co | Stock | 5,716 | $1.55M | 1.3% | +4,660+441.3% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.44M | 1.2% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $1.43M | 1.2% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 7,980 | $1.38M | 1.2% | −1,450−15.4% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,252 | $1.19M | 1.0% | +640+17.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,057 | $993.8K | 0.8% | +110+1.8% | Added | History |
| VVisa Inc. | Stock | 3,165 | $870.2K | 0.7% | −100−3.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 3,305 | $864.7K | 0.7% | −100−2.9% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,833 | $862.7K | 0.7% | −199−6.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 4,226 | $834.6K | 0.7% | −18−0.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 4,788 | $775.9K | 0.7% | −96−2.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 4,408 | $760.3K | 0.6% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| CRMSalesforce, Inc. | Stock | 2,627 | $719.1K | 0.6% | −60−2.2% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 2,100 | $717.8K | 0.6% | −100−4.5% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $661.6K | 0.6% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 3,943 | $580.6K | 0.5% | +451+12.9% | Added | History |
| KMBKimberly Clark Corp | Stock | 3,912 | $556.6K | 0.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 950 | $543.8K | 0.5% | +7+0.7% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $481.9K | 0.4% | 00.0% | Unchanged | – |
| PSAPublic Storage | COM | 1,300 | $473.0K | 0.4% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 2,225 | $459.9K | 0.4% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 7,891 | $420.0K | 0.4% | −10.0% | Reduced | History |
| CVSCVS Health Corp | Stock | 6,525 | $410.3K | 0.3% | −550−7.8% | Reduced | History |
| DHRDanaher Corp | Stock | 1,470 | $408.7K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 8,921 | $400.6K | 0.3% | −164−1.8% | Reduced | History |
| PFEPfizer Inc | Stock | 13,461 | $389.6K | 0.3% | −981−6.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,200 | $367.8K | 0.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 9,097 | $361.0K | 0.3% | +9+0.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 1,618 | $357.7K | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 682 | $333.1K | 0.3% | −41−5.7% | Reduced | – |
| CATCaterpillar Inc | Stock | 826 | $323.3K | 0.3% | −16−1.9% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 3,000 | $312.4K | 0.3% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $307.2K | 0.3% | 00.0% | Unchanged | – |
| ANETArista Networks, Inc. | COM | 800 | $307.1K | 0.3% | −300−27.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 425 | $301.4K | 0.3% | +425 | New | History |
| QCOMQualcomm Inc | Stock | 1,715 | $291.6K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,445 | $286.0K | 0.2% | +250+11.4% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $282.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $270.1K | 0.2% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 3,296 | $266.2K | 0.2% | +3+0.1% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $241.0K | 0.2% | 00.0% | Unchanged | – |
| BXBlackstone Inc. | COM | 1,397 | $214.0K | 0.2% | +1,397 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,215 | $211.0K | 0.2% | −85−6.5% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 3,167 | $205.2K | 0.2% | +2+0.1% | Added | History |
| CARMCarisma Therapeutics Inc. | COM | 25,001 | $24.5K | <0.1% | −499−2.0% | Reduced | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.