Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 17, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 61
- +2 vs. Q4 2024
- Portfolio value
- $117.3M
- −$10.2M (−8.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 52,578 | $19.0M | 16.2% | −3,607−6.4% | Reduced | – |
| AAPLApple Inc. | Stock | 64,619 | $14.4M | 12.2% | −4,038−5.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 100,757 | $10.9M | 9.3% | −5,805−5.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 26,816 | $10.1M | 8.6% | −1,067−3.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 42,922 | $8.17M | 7.0% | +12,366+40.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 43,222 | $6.68M | 5.7% | −1,041−2.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 5,022 | $4.15M | 3.5% | −125−2.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,296 | $4.06M | 3.5% | −67−1.5% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 4,831 | $2.71M | 2.3% | +508+11.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 11,013 | $2.70M | 2.3% | +251+2.3% | Added | History |
| HDHome Depot, Inc. | Stock | 5,825 | $2.13M | 1.8% | +528+10.0% | Added | History |
| WMWaste Management Inc | Stock | 7,811 | $1.81M | 1.5% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,072 | $1.79M | 1.5% | +370+7.9% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,153 | $1.75M | 1.5% | +288+2.9% | Added | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.60M | 1.4% | +2 | New | History |
| AXPAmerican Express Co | Stock | 5,659 | $1.52M | 1.3% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 10,565 | $1.42M | 1.2% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.40M | 1.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 6,680 | $1.14M | 1.0% | −800−10.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 14,220 | $1.04M | 0.9% | +14,220 | New | History |
| MRKMerck & Co., Inc. | Stock | 10,971 | $984.8K | 0.8% | −3,224−22.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 5,516 | $923.5K | 0.8% | +88+1.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 4,226 | $885.4K | 0.8% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,530 | $881.8K | 0.8% | +190+14.2% | Added | History |
| TSLATesla, Inc. | Stock | 3,300 | $855.2K | 0.7% | +35+1.1% | Added | History |
| MCDMcDonalds Corp | Stock | 2,733 | $853.8K | 0.7% | −50−1.8% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 4,950 | $844.7K | 0.7% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 4,894 | $811.6K | 0.7% | +106+2.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 3,013 | $808.4K | 0.7% | −39−1.3% | Reduced | History |
| VVisa Inc. | Stock | 2,035 | $713.2K | 0.6% | −725−26.3% | Reduced | History |
| NFLXNetflix Inc | Stock | 700 | $652.8K | 0.6% | +65+10.2% | Added | History |
| CVXChevron Corp | Stock | 3,618 | $605.2K | 0.5% | −225−5.9% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $597.5K | 0.5% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 3,912 | $556.4K | 0.5% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 7,900 | $487.5K | 0.4% | +20.0% | Added | History |
| HONHoneywell International Inc | COM | 2,225 | $471.1K | 0.4% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $465.2K | 0.4% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 1,593 | $396.1K | 0.3% | 00.0% | Unchanged | History |
| PSAPublic Storage | COM | 1,300 | $389.1K | 0.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 9,107 | $380.0K | 0.3% | +5+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 4,073 | $357.6K | 0.3% | +427+11.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,260 | $353.1K | 0.3% | +60+2.7% | Added | History |
| VZVerizon Communications Inc | Stock | 7,656 | $347.3K | 0.3% | −1,100−12.6% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 3,000 | $331.8K | 0.3% | 00.0% | Unchanged | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,400 | $331.4K | 0.3% | +6,400 | New | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $320.1K | 0.3% | 00.0% | Unchanged | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,210 | $311.1K | 0.3% | 00.0% | Unchanged | – |
| DHRDanaher Corp | Stock | 1,470 | $301.4K | 0.3% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,720 | $284.4K | 0.2% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 826 | $272.6K | 0.2% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $271.7K | 0.2% | 00.0% | Unchanged | – |
| QCOMQualcomm Inc | Stock | 1,715 | $263.4K | 0.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,250 | $258.1K | 0.2% | 00.0% | Unchanged | – |
| ANETArista Networks, Inc. | Stock | 3,200 | $247.9K | 0.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,167 | $247.9K | 0.2% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 6,072 | $233.4K | 0.2% | 00.0% | Unchanged | – |
| SHOPShopify Inc. | Stock | 2,325 | $222.0K | 0.2% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,215 | $201.7K | 0.2% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 2,965 | $200.9K | 0.2% | +2,965 | New | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,370 | $8.69K | <0.1% | 00.0% | Unchanged | History |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $7.44K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.