Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 9, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 61
- 0 vs. Q1 2025
- Portfolio value
- $127.6M
- +$10.3M (+8.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 49,234 | $20.9M | 16.4% | −3,344−6.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 95,942 | $15.2M | 11.9% | −4,815−4.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 25,854 | $12.9M | 10.1% | −962−3.6% | Reduced | History |
| AAPLApple Inc. | Stock | 60,310 | $12.4M | 9.7% | −4,309−6.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 42,082 | $9.23M | 7.2% | −840−2.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 35,091 | $6.18M | 4.8% | −8,131−18.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,236 | $4.19M | 3.3% | −60−1.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 4,607 | $3.59M | 2.8% | −415−8.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 5,211 | $3.24M | 2.5% | +380+7.9% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 11,140 | $3.23M | 2.5% | +127+1.2% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,892 | $2.49M | 2.0% | −180−3.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 5,856 | $2.15M | 1.7% | +31+0.5% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,153 | $1.79M | 1.4% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 7,671 | $1.76M | 1.4% | −140−1.8% | Reduced | History |
| AXPAmerican Express Co | Stock | 5,219 | $1.66M | 1.3% | −440−7.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.55M | 1.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 5,441 | $1.50M | 1.2% | −75−1.4% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.46M | 1.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 15,330 | $1.43M | 1.1% | +1,110+7.8% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 10,165 | $1.35M | 1.1% | −400−3.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,565 | $1.16M | 0.9% | +35+2.3% | Added | History |
| PGProcter & Gamble Co | Stock | 6,480 | $1.03M | 0.8% | −200−3.0% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 4,800 | $982.3K | 0.8% | −150−3.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 700 | $937.4K | 0.7% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 3,213 | $876.0K | 0.7% | +200+6.6% | Added | History |
| MCDMcDonalds Corp | Stock | 2,733 | $798.6K | 0.6% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,226 | $784.4K | 0.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 2,400 | $762.4K | 0.6% | −900−27.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 9,328 | $738.4K | 0.6% | −1,643−15.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 4,394 | $671.2K | 0.5% | −500−10.2% | Reduced | History |
| VVisa Inc. | Stock | 1,835 | $651.5K | 0.5% | −200−9.8% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $646.3K | 0.5% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 7,902 | $548.3K | 0.4% | +20.0% | Added | History |
| HONHoneywell International Inc | COM | 2,225 | $518.2K | 0.4% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 3,618 | $518.0K | 0.4% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 3,912 | $504.3K | 0.4% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $502.9K | 0.4% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 1,593 | $469.6K | 0.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,260 | $400.9K | 0.3% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,078 | $398.7K | 0.3% | +5+0.1% | Added | History |
| BACBank of America Corp | Stock | 8,401 | $397.5K | 0.3% | −706−7.8% | Reduced | History |
| PSAPublic Storage | COM | 1,300 | $381.4K | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $376.6K | 0.3% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 7,656 | $331.3K | 0.3% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 1,430 | $320.0K | 0.3% | +1,430 | New | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,022 | $306.7K | 0.2% | −188−1.2% | Reduced | – |
| EDConsolidated Edison Inc | Stock | 3,000 | $301.1K | 0.2% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,175 | $297.5K | 0.2% | −75−6.0% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,660 | $290.7K | 0.2% | −60−2.2% | Reduced | – |
| DHRDanaher Corp | Stock | 1,470 | $290.4K | 0.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,167 | $288.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $286.2K | 0.2% | +2,739 | New | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $280.9K | 0.2% | 00.0% | Unchanged | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 5,150 | $280.2K | 0.2% | −1,250−19.5% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,090 | $246.9K | 0.2% | −125−10.3% | Reduced | History |
| SHOPShopify Inc. | Stock | 2,125 | $245.1K | 0.2% | −200−8.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 626 | $243.2K | 0.2% | −200−24.2% | Reduced | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 5,712 | $242.0K | 0.2% | −360−5.9% | Reduced | – |
| BXBlackstone Inc. | COM | 1,420 | $212.4K | 0.2% | +1,420 | New | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 14,370 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $9.40K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.