Blodgett Wealth Advisors

Blodgett Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 15.8 $23M 49k 468.41
NVIDIA Corporation (NVDA) 11.9 $17M 93k 186.58
Apple (AAPL) 10.5 $15M 60k 254.63
Microsoft Corporation (MSFT) 8.9 $13M 25k 517.95
Amazon (AMZN) 6.2 $9.1M 41k 219.57
Alphabet Cap Stk Cl C (GOOG) 5.7 $8.3M 2.3k 3662.27
Alphabet Cap Stk Cl A (GOOGL) 5.7 $8.3M 34k 243.10
Costco Wholesale Corporation (COST) 3.0 $4.3M 4.7k 925.60
Ishares Tr Core S&p500 Etf (IVV) 2.5 $3.6M 5.3k 669.28
Eli Lilly & Co. (LLY) 2.3 $3.4M 4.5k 762.96
JPMorgan Chase & Co. (JPM) 2.3 $3.3M 11k 315.44
Crowdstrike Hldgs Cl A (CRWD) 1.7 $2.5M 5.2k 490.38
Home Depot (HD) 1.7 $2.5M 6.1k 405.16
Waste Management (WM) 1.2 $1.7M 7.7k 220.83
American Express Company (AXP) 1.2 $1.7M 5.0k 332.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.7M 2.5k 666.18
Broadcom (AVGO) 1.1 $1.7M 5.0k 329.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $1.5M 2.00 754200.00
Uber Technologies (UBER) 1.0 $1.5M 15k 97.97
Meta Platforms Cl A (META) 0.8 $1.1M 1.6k 734.38
Ishares Tr Select Divid Etf (DVY) 0.8 $1.1M 7.7k 142.10
Palo Alto Networks (PANW) 0.7 $1.1M 5.3k 203.62
Tesla Motors (TSLA) 0.7 $1.1M 2.4k 444.72
Procter & Gamble Company (PG) 0.7 $996k 6.5k 153.65
Abbvie (ABBV) 0.7 $979k 4.2k 231.54
Netflix (NFLX) 0.6 $942k 786.00 1198.92
McDonald's Corporation (MCD) 0.6 $907k 3.0k 303.85
Johnson & Johnson (JNJ) 0.6 $815k 4.4k 185.40
Merck & Co (MRK) 0.5 $783k 9.3k 83.93
salesforce (CRM) 0.5 $761k 3.2k 236.98
Ishares Tr Russell 2000 Etf (IWM) 0.5 $725k 3.0k 241.96
Visa Com Cl A (V) 0.4 $626k 1.8k 341.38
Chevron Corporation (CVX) 0.4 $562k 3.6k 155.27
Cisco Systems (CSCO) 0.4 $541k 7.9k 68.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $528k 5.5k 96.55
Kimberly-Clark Corporation (KMB) 0.3 $486k 3.9k 124.34
Honeywell International (HON) 0.3 $468k 2.2k 210.50
International Business Machines (IBM) 0.3 $450k 1.6k 282.16
Wal-Mart Stores (WMT) 0.3 $421k 4.1k 103.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $410k 683.00 600.13
Public Storage (PSA) 0.3 $376k 1.3k 288.85
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $354k 6.2k 57.52
Bank of America Corporation (BAC) 0.2 $341k 6.6k 51.59
Snowflake Com Shs (SNOW) 0.2 $340k 1.5k 225.55
Select Sector Spdr Tr Technology (XLK) 0.2 $331k 1.2k 281.86
Verizon Communications (VZ) 0.2 $321k 7.3k 43.95
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $316k 2.7k 118.83
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $316k 2.1k 148.61
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.2 $309k 16k 19.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $304k 1.1k 279.29
Charles Schwab Corporation (SCHW) 0.2 $302k 3.2k 95.47
Consolidated Edison (ED) 0.2 $302k 3.0k 100.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $297k 2.1k 140.95
Ishares Tr National Mun Etf (MUB) 0.2 $292k 2.7k 106.49
Arista Networks Com Shs (ANET) 0.2 $270k 1.9k 145.71
Blackstone Group Inc Com Cl A (BX) 0.2 $243k 1.4k 170.90
Danaher Corporation (DHR) 0.2 $232k 1.2k 198.26
Allstate Corporation (ALL) 0.1 $204k 950.00 214.65
Caterpillar (CAT) 0.1 $204k 426.00 477.69
Palantir Technologies Cl A (PLTR) 0.1 $203k 1.1k 182.42
SYSCO Corporation (SYY) 0.1 $202k 2.5k 82.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $200k 3.7k 54.17
Vanguard Index Fds Value Etf (VTV) 0.0 $37k 10k 3.66
Carisma Therapeutics (CARM) 0.0 $6.6k 24k 0.27