Q3 2025 · 13F-HR
BLODGETT WEALTH ADVISORS, LLCholdings as filed
Filed 2025-10-28 · accession 0001907826-25-000002
$145,186
Reported value
64
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287614 | IWF | ISHARES TR | $22,873 | 15.8% | 48,831 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17,258 | 11.9% | 92,497 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $15,204 | 10.5% | 59,710 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $12,886 | 8.88% | 24,879 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $9,053 | 6.24% | 41,232 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $8,277 | 5.70% | 34,047 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $8,277 | 5.70% | 2,260 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $4,335 | 2.99% | 4,683 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $3,562 | 2.45% | 5,322 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $3,397 | 2.34% | 4,452 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $3,309 | 2.28% | 10,491 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $2,529 | 1.74% | 5,157 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $2,454 | 1.69% | 6,058 | Common | NONE |
| 94106L109 | WM | WASTE MGMT INC DEL | $1,694 | 1.17% | 7,671 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $1,675 | 1.15% | 5,044 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1,668 | 1.15% | 2,504 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1,656 | 1.14% | 5,021 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,508 | 1.04% | 2 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $1,492 | 1.03% | 15,230 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1,149 | 0.79% | 1,565 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $1,096 | 0.75% | 7,715 | Common | NONE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $1,069 | 0.74% | 5,250 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $1,067 | 0.73% | 2,400 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $996 | 0.69% | 6,480 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $978 | 0.67% | 4,226 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $942 | 0.65% | 786 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $907 | 0.62% | 2,984 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $815 | 0.56% | 4,395 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $783 | 0.54% | 9,330 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $761 | 0.52% | 3,213 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $725 | 0.50% | 2,995 | Common | NONE |
| 92826C839 | V | VISA INC | $626 | 0.43% | 1,835 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $562 | 0.39% | 3,618 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $541 | 0.37% | 7,905 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $528 | 0.36% | 5,468 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $486 | 0.33% | 3,912 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $468 | 0.32% | 2,225 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $449 | 0.31% | 1,593 | Common | NONE |
| 931142103 | WMT | WALMART INC | $420 | 0.29% | 4,080 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $410 | 0.28% | 683 | Common | NONE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $376 | 0.26% | 1,300 | Common | NONE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $354 | 0.24% | 6,150 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $341 | 0.23% | 6,605 | Common | NONE |
| 833445109 | SNOW | SNOWFLAKE INC | $339 | 0.23% | 1,505 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $331 | 0.23% | 1,175 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $321 | 0.22% | 7,306 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $316 | 0.22% | 2,125 | Common | NONE |
| 464287804 | IJR | ISHARES TR | $316 | 0.22% | 2,660 | Common | NONE |
| 78468R861 | TIPX | SPDR SERIES TRUST | $309 | 0.21% | 16,022 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $304 | 0.21% | 1,090 | Common | NONE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $302 | 0.21% | 3,167 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $302 | 0.21% | 3,000 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $297 | 0.20% | 2,107 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $292 | 0.20% | 2,739 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $270 | 0.19% | 1,850 | Common | NONE |
| 09260D107 | BX | BLACKSTONE INC | $243 | 0.17% | 1,423 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $232 | 0.16% | 1,170 | Common | NONE |
| 020002101 | ALL | ALLSTATE CORP | $204 | 0.14% | 950 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $203 | 0.14% | 426 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $203 | 0.14% | 1,115 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $202 | 0.14% | 2,450 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $200 | 0.14% | 3,692 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $37 | 0.03% | 10,158 | Common | NONE |
| 14216R101 | CARM | CARISMA THERAPEUTICS INC | $7 | 0.00% | 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.