Blodgett Wealth Advisors, LLC
- SEC CIK
- 0001907826
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 64
- +3 vs. Q2 2025
- Portfolio value
- $136.9M
- +$9.28M (+7.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 48,831 | $22.9M | 16.7% | −403−0.8% | Reduced | – |
| NVDANVIDIA Corp | Stock | 92,497 | $17.3M | 12.6% | −3,445−3.6% | Reduced | History |
| AAPLApple Inc. | Stock | 59,710 | $15.2M | 11.1% | −600−1.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 24,879 | $12.9M | 9.4% | −975−3.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 41,232 | $9.05M | 6.6% | −850−2.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 34,047 | $8.28M | 6.0% | −1,044−3.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,683 | $4.33M | 3.2% | +447+10.6% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 5,322 | $3.56M | 2.6% | +111+2.1% | Added | – |
| LLYEli Lilly & Co | Stock | 4,452 | $3.40M | 2.5% | −155−3.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,491 | $3.31M | 2.4% | −649−5.8% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,157 | $2.53M | 1.8% | +265+5.4% | Added | History |
| HDHome Depot, Inc. | Stock | 6,058 | $2.45M | 1.8% | +202+3.4% | Added | History |
| WMWaste Management Inc | Stock | 7,671 | $1.69M | 1.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 5,044 | $1.68M | 1.2% | −175−3.4% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,504 | $1.67M | 1.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 5,021 | $1.66M | 1.2% | −420−7.7% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.51M | 1.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 15,230 | $1.49M | 1.1% | −100−0.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,565 | $1.15M | 0.8% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 7,715 | $1.10M | 0.8% | −2,450−24.1% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 5,250 | $1.07M | 0.8% | +450+9.4% | Added | History |
| TSLATesla, Inc. | Stock | 2,400 | $1.07M | 0.8% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 6,480 | $995.7K | 0.7% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 4,226 | $978.5K | 0.7% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 786 | $942.4K | 0.7% | +86+12.3% | Added | History |
| MCDMcDonalds Corp | Stock | 2,984 | $906.7K | 0.7% | +251+9.2% | Added | History |
| JNJJohnson & Johnson | Stock | 4,395 | $814.8K | 0.6% | +10.0% | Added | History |
| MRKMerck & Co., Inc. | Stock | 9,330 | $783.0K | 0.6% | +20.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 3,213 | $761.4K | 0.6% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,995 | $724.7K | 0.5% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 1,835 | $626.4K | 0.5% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 3,618 | $561.8K | 0.4% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 7,905 | $540.8K | 0.4% | +30.0% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,468 | $527.9K | 0.4% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 3,912 | $486.4K | 0.4% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 2,225 | $468.4K | 0.3% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,593 | $449.5K | 0.3% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 4,080 | $420.5K | 0.3% | +20.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 683 | $409.9K | 0.3% | 00.0% | Unchanged | – |
| PSAPublic Storage | COM | 1,300 | $375.5K | 0.3% | 00.0% | Unchanged | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,150 | $353.7K | 0.3% | +1,000+19.4% | Added | – |
| BACBank of America Corp | Stock | 6,605 | $340.8K | 0.2% | −1,796−21.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 1,505 | $339.5K | 0.2% | +75+5.2% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,175 | $331.2K | 0.2% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 7,306 | $321.1K | 0.2% | −350−4.6% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,660 | $316.1K | 0.2% | 00.0% | Unchanged | – |
| SHOPShopify Inc. | Stock | 2,125 | $315.8K | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 16,022 | $309.1K | 0.2% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,090 | $304.4K | 0.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 3,167 | $302.3K | 0.2% | 00.0% | Unchanged | History |
| EDConsolidated Edison Inc | Stock | 3,000 | $301.6K | 0.2% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,107 | $297.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,739 | $291.7K | 0.2% | 00.0% | Unchanged | – |
| ANETArista Networks, Inc. | Stock | 1,850 | $269.6K | 0.2% | +1,850 | New | History |
| BXBlackstone Inc. | COM | 1,423 | $243.2K | 0.2% | +3+0.2% | Added | History |
| DHRDanaher Corp | Stock | 1,170 | $232.0K | 0.2% | −300−20.4% | Reduced | History |
| ALLAllstate Corp | Stock | 950 | $203.9K | 0.1% | +950 | New | History |
| CATCaterpillar Inc | Stock | 426 | $203.5K | 0.1% | −200−31.9% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 1,115 | $203.4K | 0.1% | +1,115 | New | History |
| SYYSysco Corp | Stock | 2,450 | $201.7K | 0.1% | +2,450 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,692 | $200.0K | 0.1% | +3,692 | New | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,158 | $37.2K | <0.1% | +50.0% | Added | – |
| CARMCarisma Therapeutics Inc. | COM | 24,001 | $6.58K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 2,260 | – | – | 00.0% | Unchanged | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.