Q1 2025 · 13F-HR
BLODGETT WEALTH ADVISORS, LLCholdings as filed
Filed 2025-04-17 · accession 0001085146-25-002131
$117.3M
Reported value
61
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287614 | IWF | ISHARES TR | $19.0M | 16.2% | 52,578 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $14.4M | 12.2% | 64,619 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.9M | 9.31% | 100,757 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $10.1M | 8.58% | 26,816 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $8.2M | 6.96% | 42,922 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $6.7M | 5.70% | 43,222 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $4.1M | 3.53% | 5,022 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4.1M | 3.46% | 4,296 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $2.7M | 2.31% | 4,831 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $2.7M | 2.30% | 11,013 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2.1M | 1.82% | 5,825 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1.8M | 1.54% | 7,811 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $1.8M | 1.52% | 5,072 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.8M | 1.49% | 10,153 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.6M | 1.36% | 2 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $1.5M | 1.30% | 5,659 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $1.4M | 1.21% | 10,565 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.4M | 1.19% | 2,504 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.1M | 0.97% | 6,680 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1.0M | 0.88% | 14,220 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $984,758 | 0.84% | 10,971 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $923,501 | 0.79% | 5,516 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $885,432 | 0.75% | 4,226 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $881,831 | 0.75% | 1,530 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $855,228 | 0.73% | 3,300 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $853,827 | 0.73% | 2,733 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $844,668 | 0.72% | 4,950 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $811,570 | 0.69% | 4,894 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $808,445 | 0.69% | 3,013 | Common | NONE |
| 92826C839 | V | VISA INC | $713,187 | 0.61% | 2,035 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $652,771 | 0.56% | 700 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $605,196 | 0.52% | 3,618 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $597,473 | 0.51% | 2,995 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $556,365 | 0.47% | 3,912 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $487,499 | 0.42% | 7,900 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $471,144 | 0.40% | 2,225 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $465,163 | 0.40% | 5,468 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $396,116 | 0.34% | 1,593 | Common | NONE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $389,077 | 0.33% | 1,300 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $380,047 | 0.32% | 9,107 | Common | NONE |
| 931142103 | WMT | WALMART INC | $357,562 | 0.30% | 4,073 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $353,080 | 0.30% | 2,260 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $347,256 | 0.30% | 7,656 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $331,770 | 0.28% | 3,000 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $331,392 | 0.28% | 6,400 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $320,089 | 0.27% | 683 | Common | NONE |
| 78468R861 | TIPX | SPDR SER TR | $311,070 | 0.27% | 16,210 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $301,350 | 0.26% | 1,470 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $284,431 | 0.24% | 2,720 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $272,575 | 0.23% | 826 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $271,719 | 0.23% | 2,107 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $263,442 | 0.22% | 1,715 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $258,100 | 0.22% | 1,250 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $247,936 | 0.21% | 3,200 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $247,903 | 0.21% | 3,167 | Common | NONE |
| 25434V104 | DFAU | DIMENSIONAL ETF TRUST | $233,408 | 0.20% | 6,072 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $221,991 | 0.19% | 2,325 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $201,690 | 0.17% | 1,215 | Common | NONE |
| 126650100 | CVS | CVS HEALTH CORP | $200,879 | 0.17% | 2,965 | Common | NONE |
| 15961R105 | — | CHARGEPOINT HOLDINGS INC | $8,694 | 0.01% | 14,370 | Common | NONE |
| 14216R101 | CARM | CARISMA THERAPEUTICS INC | $7,441 | 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.