Blodgett Wealth Advisors

Blodgett Wealth Advisors as of March 31, 2025

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 61 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 16.2 $19M 53k 361.09
Apple (AAPL) 12.2 $14M 65k 222.13
NVIDIA Corporation (NVDA) 9.3 $11M 101k 108.38
Microsoft Corporation (MSFT) 8.6 $10M 27k 375.38
Amazon (AMZN) 7.0 $8.2M 43k 190.26
Alphabet Cap Stk Cl A (GOOGL) 5.7 $6.7M 43k 154.64
Eli Lilly & Co. (LLY) 3.5 $4.1M 5.0k 825.87
Costco Wholesale Corporation (COST) 3.5 $4.1M 4.3k 945.74
Ishares Tr Core S&p500 Etf (IVV) 2.3 $2.7M 4.8k 561.88
JPMorgan Chase & Co. (JPM) 2.3 $2.7M 11k 245.30
Home Depot (HD) 1.8 $2.1M 5.8k 366.47
Waste Management (WM) 1.5 $1.8M 7.8k 231.51
Crowdstrike Hldgs Cl A (CRWD) 1.5 $1.8M 5.1k 352.58
Vanguard Index Fds Value Etf (VTV) 1.5 $1.8M 10k 172.74
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.4 $1.6M 2.00 798442.00
American Express Company (AXP) 1.3 $1.5M 5.7k 269.05
Ishares Tr Select Divid Etf (DVY) 1.2 $1.4M 11k 134.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.4M 2.5k 559.39
Procter & Gamble Company (PG) 1.0 $1.1M 6.7k 170.42
Uber Technologies (UBER) 0.9 $1.0M 14k 72.86
Merck & Co (MRK) 0.8 $985k 11k 89.76
Broadcom (AVGO) 0.8 $924k 5.5k 167.42
Abbvie (ABBV) 0.8 $885k 4.2k 209.52
Meta Platforms Cl A (META) 0.8 $882k 1.5k 576.36
Tesla Motors (TSLA) 0.7 $855k 3.3k 259.16
McDonald's Corporation (MCD) 0.7 $854k 2.7k 312.41
Palo Alto Networks (PANW) 0.7 $845k 5.0k 170.64
Johnson & Johnson (JNJ) 0.7 $812k 4.9k 165.83
salesforce (CRM) 0.7 $808k 3.0k 268.32
Visa Com Cl A (V) 0.6 $713k 2.0k 350.46
Netflix (NFLX) 0.6 $653k 700.00 932.53
Chevron Corporation (CVX) 0.5 $605k 3.6k 167.27
Ishares Tr Russell 2000 Etf (IWM) 0.5 $598k 3.0k 199.49
Kimberly-Clark Corporation (KMB) 0.5 $556k 3.9k 142.22
Cisco Systems (CSCO) 0.4 $488k 7.9k 61.71
Honeywell International (HON) 0.4 $471k 2.2k 211.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $465k 5.5k 85.07
International Business Machines (IBM) 0.3 $396k 1.6k 248.66
Public Storage (PSA) 0.3 $389k 1.3k 299.29
Bank of America Corporation (BAC) 0.3 $380k 9.1k 41.73
Wal-Mart Stores (WMT) 0.3 $358k 4.1k 87.79
Alphabet Cap Stk Cl C (GOOG) 0.3 $353k 2.3k 156.23
Verizon Communications (VZ) 0.3 $347k 7.7k 45.36
Consolidated Edison (ED) 0.3 $332k 3.0k 110.59
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $331k 6.4k 51.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $320k 683.00 468.65
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $311k 16k 19.19
Danaher Corporation (DHR) 0.3 $301k 1.5k 205.00
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $284k 2.7k 104.57
Caterpillar (CAT) 0.2 $273k 826.00 329.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $272k 2.1k 128.96
Qualcomm (QCOM) 0.2 $263k 1.7k 153.61
Select Sector Spdr Tr Technology (XLK) 0.2 $258k 1.3k 206.48
Arista Networks Com Shs (ANET) 0.2 $248k 3.2k 77.48
Charles Schwab Corporation (SCHW) 0.2 $248k 3.2k 78.28
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $233k 6.1k 38.44
Shopify Cl A (SHOP) 0.2 $222k 2.3k 95.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $202k 1.2k 166.00
CVS Caremark Corporation (CVS) 0.2 $201k 3.0k 67.75
Chargepoint Holdings Com Cl A 0.0 $8.7k 14k 0.60
Carisma Therapeutics (CARM) 0.0 $7.4k 24k 0.31