Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 59
- 0 vs. Q3 2024
- Portfolio value
- $127.5M
- +$8.60M (+7.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 56,185 | $22.6M | 17.7% | +61+0.1% | Added | – |
| AAPLApple Inc. | Stock | 68,657 | $17.2M | 13.5% | +91+0.1% | Added | History |
| NVDANVIDIA Corp | Stock | 106,562 | $14.3M | 11.2% | +1,422+1.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 27,883 | $11.8M | 9.2% | +27+0.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 44,263 | $8.38M | 6.6% | +1,450+3.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 30,556 | $6.70M | 5.3% | +1,725+6.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 4,363 | $4.00M | 3.1% | +175+4.2% | Added | History |
| LLYEli Lilly & Co | Stock | 5,147 | $3.97M | 3.1% | +782+17.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 10,762 | $2.58M | 2.0% | −499−4.4% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 4,323 | $2.54M | 2.0% | +475+12.3% | Added | – |
| HDHome Depot, Inc. | Stock | 5,297 | $2.06M | 1.6% | +300+6.0% | Added | History |
| AXPAmerican Express Co | Stock | 5,659 | $1.68M | 1.3% | −57−1.0% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,865 | $1.67M | 1.3% | +40.0% | Added | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,702 | $1.61M | 1.3% | +450+10.6% | Added | History |
| WMWaste Management Inc | Stock | 7,811 | $1.58M | 1.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.47M | 1.2% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 14,195 | $1.41M | 1.1% | −692−4.6% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $1.39M | 1.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 3,265 | $1.32M | 1.0% | −40−1.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 5,428 | $1.26M | 1.0% | +1,020+23.1% | Added | History |
| PGProcter & Gamble Co | Stock | 7,480 | $1.25M | 1.0% | −500−6.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 3,052 | $1.02M | 0.8% | +425+16.2% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 4,950 | $900.7K | 0.7% | +750+17.9% | AddedConverted for a 2-for-1 split | History |
| VVisa Inc. | Stock | 2,760 | $872.3K | 0.7% | −405−12.8% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,783 | $806.8K | 0.6% | −50−1.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,340 | $784.6K | 0.6% | +390+41.1% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,257 | $755.8K | 0.6% | +200+3.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 4,226 | $751.0K | 0.6% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 4,788 | $692.5K | 0.5% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $661.8K | 0.5% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 635 | $566.0K | 0.4% | +210+49.4% | Added | History |
| CVXChevron Corp | Stock | 3,843 | $556.6K | 0.4% | −100−2.5% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 3,912 | $512.6K | 0.4% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 2,225 | $502.6K | 0.4% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $483.4K | 0.4% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 7,898 | $467.5K | 0.4% | +7+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,200 | $419.0K | 0.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 9,102 | $400.0K | 0.3% | +5+0.1% | Added | History |
| PSAPublic Storage | COM | 1,300 | $389.3K | 0.3% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | Stock | 3,200 | $353.7K | 0.3% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| IBMInternational Business Machines Corp | Stock | 1,593 | $350.2K | 0.3% | −25−1.5% | Reduced | History |
| VZVerizon Communications Inc | Stock | 8,756 | $350.1K | 0.3% | −165−1.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $349.0K | 0.3% | +1+0.1% | Added | – |
| DHRDanaher Corp | Stock | 1,470 | $337.4K | 0.3% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 3,646 | $329.4K | 0.3% | +350+10.6% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,720 | $313.4K | 0.2% | +275+11.2% | Added | – |
| CATCaterpillar Inc | Stock | 826 | $299.8K | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $299.7K | 0.2% | 00.0% | Unchanged | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $290.6K | 0.2% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $268.8K | 0.2% | 00.0% | Unchanged | – |
| EDConsolidated Edison Inc | Stock | 3,000 | $267.7K | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 1,715 | $263.5K | 0.2% | 00.0% | Unchanged | History |
| SHOPShopify Inc. | Stock | 2,325 | $247.2K | 0.2% | +2,325 | New | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $245.9K | 0.2% | 00.0% | Unchanged | – |
| BXBlackstone Inc. | COM | 1,400 | $241.5K | 0.2% | +3+0.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,215 | $240.0K | 0.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,167 | $234.4K | 0.2% | 00.0% | Unchanged | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,370 | $15.4K | <0.1% | +14,370 | New | History |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $10.1K | <0.1% | −1,000−4.0% | Reduced | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.