Blodgett Wealth Advisors

Blodgett Wealth Advisors as of June 30, 2025

Portfolio Holdings for Blodgett Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 16.4 $21M 49k 424.58
NVIDIA Corporation (NVDA) 11.9 $15M 96k 157.99
Microsoft Corporation (MSFT) 10.1 $13M 26k 497.41
Apple (AAPL) 9.7 $12M 60k 205.17
Amazon (AMZN) 7.2 $9.2M 42k 219.39
Alphabet Cap Stk Cl A (GOOGL) 4.8 $6.2M 35k 176.23
Costco Wholesale Corporation (COST) 3.3 $4.2M 4.2k 989.90
Eli Lilly & Co. (LLY) 2.8 $3.6M 4.6k 779.49
Ishares Tr Core S&p500 Etf (IVV) 2.5 $3.2M 5.2k 620.88
JPMorgan Chase & Co. (JPM) 2.5 $3.2M 11k 289.91
Crowdstrike Hldgs Cl A (CRWD) 2.0 $2.5M 4.9k 509.31
Home Depot (HD) 1.7 $2.1M 5.9k 366.66
Vanguard Index Fds Value Etf (VTV) 1.4 $1.8M 10k 176.74
Waste Management (WM) 1.4 $1.8M 7.7k 228.82
American Express Company (AXP) 1.3 $1.7M 5.2k 318.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.5M 2.5k 617.85
Broadcom (AVGO) 1.2 $1.5M 5.4k 275.64
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $1.5M 2.00 728800.00
Uber Technologies (UBER) 1.1 $1.4M 15k 93.30
Ishares Tr Select Divid Etf (DVY) 1.1 $1.3M 10k 132.81
Meta Platforms Cl A (META) 0.9 $1.2M 1.6k 738.09
Procter & Gamble Company (PG) 0.8 $1.0M 6.5k 159.32
Palo Alto Networks (PANW) 0.8 $982k 4.8k 204.64
Netflix (NFLX) 0.7 $937k 700.00 1339.13
salesforce (CRM) 0.7 $876k 3.2k 272.66
McDonald's Corporation (MCD) 0.6 $799k 2.7k 292.22
Abbvie (ABBV) 0.6 $784k 4.2k 185.62
Tesla Motors (TSLA) 0.6 $762k 2.4k 317.66
Merck & Co (MRK) 0.6 $738k 9.3k 79.16
Johnson & Johnson (JNJ) 0.5 $671k 4.4k 152.76
Visa Com Cl A (V) 0.5 $652k 1.8k 355.05
Ishares Tr Russell 2000 Etf (IWM) 0.5 $646k 3.0k 215.79
Cisco Systems (CSCO) 0.4 $548k 7.9k 69.38
Honeywell International (HON) 0.4 $518k 2.2k 232.88
Chevron Corporation (CVX) 0.4 $518k 3.6k 143.18
Kimberly-Clark Corporation (KMB) 0.4 $504k 3.9k 128.92
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $503k 5.5k 91.97
International Business Machines (IBM) 0.4 $470k 1.6k 294.78
Alphabet Cap Stk Cl C (GOOG) 0.3 $401k 2.3k 177.39
Wal-Mart Stores (WMT) 0.3 $399k 4.1k 97.77
Bank of America Corporation (BAC) 0.3 $398k 8.4k 47.32
Public Storage (PSA) 0.3 $381k 1.3k 293.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $377k 683.00 551.38
Verizon Communications (VZ) 0.3 $331k 7.7k 43.27
Snowflake Cl A (SNOW) 0.3 $320k 1.4k 223.77
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.2 $307k 16k 19.14
Consolidated Edison (ED) 0.2 $301k 3.0k 100.35
Select Sector Spdr Tr Technology (XLK) 0.2 $298k 1.2k 253.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $291k 2.7k 109.29
Danaher Corporation (DHR) 0.2 $290k 1.5k 197.54
Charles Schwab Corporation (SCHW) 0.2 $289k 3.2k 91.24
Ishares Tr National Mun Etf (MUB) 0.2 $286k 2.7k 104.48
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $281k 2.1k 133.31
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $280k 5.2k 54.40
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $247k 1.1k 226.49
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $245k 2.1k 115.35
Caterpillar (CAT) 0.2 $243k 626.00 388.51
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $242k 5.7k 42.36
Blackstone Group Inc Com Cl A (BX) 0.2 $212k 1.4k 149.61
Chargepoint Holdings Com Cl A 0.0 $10k 14k 0.70
Carisma Therapeutics (CARM) 0.0 $9.4k 24k 0.39