Q4 2024 · 13F-HR
BLODGETT WEALTH ADVISORS, LLCholdings as filed
Filed 2025-01-24 · accession 0001085146-25-000469
$127.5M
Reported value
59
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287614 | IWF | ISHARES TR | $22.6M | 17.7% | 56,185 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $17.2M | 13.5% | 68,657 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $14.3M | 11.2% | 106,562 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $11.8M | 9.21% | 27,883 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $8.4M | 6.57% | 44,263 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $6.7M | 5.26% | 30,556 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4.0M | 3.13% | 4,363 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $4.0M | 3.12% | 5,147 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.6M | 2.02% | 10,762 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.5M | 2.00% | 4,323 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.1M | 1.62% | 5,297 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $1.7M | 1.32% | 5,659 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.7M | 1.31% | 9,865 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $1.6M | 1.26% | 4,702 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.6M | 1.24% | 7,811 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.5M | 1.15% | 2,504 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $1.4M | 1.11% | 14,195 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $1.4M | 1.09% | 10,565 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1.3M | 1.03% | 3,265 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.3M | 0.99% | 5,428 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.3M | 0.98% | 7,480 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $1.0M | 0.80% | 3,052 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $900,702 | 0.71% | 4,950 | Common | NONE |
| 92826C839 | V | VISA INC | $872,271 | 0.68% | 2,760 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $806,847 | 0.63% | 2,783 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $784,584 | 0.62% | 1,340 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $755,784 | 0.59% | 6,257 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $750,961 | 0.59% | 4,226 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $692,483 | 0.54% | 4,788 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $661,776 | 0.52% | 2,995 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $565,989 | 0.44% | 635 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $556,569 | 0.44% | 3,843 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $512,629 | 0.40% | 3,912 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $502,606 | 0.39% | 2,225 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $483,372 | 0.38% | 5,468 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $467,534 | 0.37% | 7,898 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $418,968 | 0.33% | 2,200 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $400,041 | 0.31% | 9,102 | Common | NONE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $389,272 | 0.31% | 1,300 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $353,696 | 0.28% | 3,200 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $350,190 | 0.27% | 1,593 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $350,134 | 0.27% | 8,756 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $348,970 | 0.27% | 683 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $337,439 | 0.26% | 1,470 | Common | NONE |
| 931142103 | WMT | WALMART INC | $329,423 | 0.26% | 3,646 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $313,399 | 0.25% | 2,720 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $299,815 | 0.24% | 826 | Common | NONE |
| 78468R861 | TIPX | SPDR SER TR | $299,723 | 0.24% | 16,210 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $290,650 | 0.23% | 1,250 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $268,833 | 0.21% | 2,107 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $267,690 | 0.21% | 3,000 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $263,459 | 0.21% | 1,715 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $247,218 | 0.19% | 2,325 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $245,856 | 0.19% | 6,072 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $241,464 | 0.19% | 1,400 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $239,951 | 0.19% | 1,215 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $234,381 | 0.18% | 3,167 | Common | NONE |
| 15961R105 | — | CHARGEPOINT HOLDINGS INC | $15,376 | 0.01% | 14,370 | Common | NONE |
| 14216R101 | CARM | CARISMA THERAPEUTICS INC | $10,052 | 0.01% | 24,001 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.