Blodgett Wealth Advisors

Blodgett Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Blodgett Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 16.1 $23M 49k 473.30
NVIDIA Corporation (NVDA) 11.9 $17M 92k 186.50
Apple (AAPL) 11.2 $16M 59k 271.86
Microsoft Corporation (MSFT) 8.3 $12M 25k 483.63
Alphabet Cap Stk Cl A (GOOGL) 7.3 $11M 34k 313.00
Amazon (AMZN) 6.6 $9.5M 41k 230.82
Eli Lilly & Co. (LLY) 3.1 $4.5M 4.2k 1074.62
Costco Wholesale Corporation (COST) 3.0 $4.2M 4.9k 862.31
Ishares Tr Core S&p500 Etf (IVV) 2.7 $3.9M 5.6k 684.92
JPMorgan Chase & Co. (JPM) 2.4 $3.4M 11k 322.22
Crowdstrike Hldgs Cl A (CRWD) 1.7 $2.4M 5.1k 468.76
Home Depot (HD) 1.4 $2.1M 6.0k 344.10
Vanguard Index Fds Value Etf (VTV) 1.4 $2.0M 10k 190.99
Uber Technologies (UBER) 1.3 $1.9M 23k 81.71
American Express Company (AXP) 1.3 $1.9M 5.0k 369.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.7M 2.5k 681.92
Waste Management (WM) 1.2 $1.7M 7.7k 219.71
Broadcom (AVGO) 1.2 $1.7M 4.8k 346.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $1.5M 2.00 754800.00
Meta Platforms Cl A (META) 0.9 $1.3M 1.9k 660.09
Tesla Motors (TSLA) 0.8 $1.1M 2.4k 449.72
Ishares Tr Select Divid Etf (DVY) 0.7 $1.1M 7.5k 141.14
Palo Alto Networks (PANW) 0.7 $1.0M 5.5k 184.20
Merck & Co (MRK) 0.7 $982k 9.3k 105.26
Abbvie (ABBV) 0.7 $954k 4.2k 228.49
Netflix (NFLX) 0.6 $912k 9.7k 93.76
McDonald's Corporation (MCD) 0.6 $912k 3.0k 305.60
Johnson & Johnson (JNJ) 0.6 $910k 4.4k 206.95
Procter & Gamble Company (PG) 0.6 $900k 6.3k 143.31
salesforce (CRM) 0.5 $778k 2.9k 264.89
Ishares Tr Russell 2000 Etf (IWM) 0.5 $737k 3.0k 246.16
Alphabet Cap Stk Cl C (GOOG) 0.5 $709k 2.3k 313.80
Visa Com Cl A (V) 0.4 $644k 1.8k 350.71
Cisco Systems (CSCO) 0.4 $609k 7.9k 77.03
Chevron Corporation (CVX) 0.4 $548k 3.6k 152.39
International Business Machines (IBM) 0.3 $472k 1.6k 296.21
Wal-Mart Stores (WMT) 0.3 $455k 4.1k 111.40
Honeywell International (HON) 0.3 $434k 2.2k 195.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $419k 4.4k 96.27
Kimberly-Clark Corporation (KMB) 0.3 $415k 4.1k 100.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $389k 633.00 614.15
Snowflake Com Shs (SNOW) 0.3 $385k 1.8k 219.36
Bank of America Corporation (BAC) 0.3 $364k 6.6k 55.00
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $357k 6.2k 58.12
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $342k 2.1k 160.97
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $338k 2.4k 143.97
Public Storage (PSA) 0.2 $337k 1.3k 259.50
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $324k 2.7k 120.18
Charles Schwab Corporation (SCHW) 0.2 $316k 3.2k 99.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $308k 1.0k 303.89
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $302k 2.1k 143.52
Consolidated Edison (ED) 0.2 $298k 3.0k 99.32
Ishares Tr National Mun Etf (MUB) 0.2 $293k 2.7k 107.11
Verizon Communications (VZ) 0.2 $277k 6.8k 40.73
Spdr Series Trust State Stret Spdr (TIPX) 0.2 $270k 14k 19.08
Danaher Corporation (DHR) 0.2 $268k 1.2k 228.92
Wells Fargo & Company (WFC) 0.2 $265k 2.8k 93.20
Arista Networks Com Shs (ANET) 0.2 $242k 1.9k 131.03
Caterpillar (CAT) 0.2 $238k 415.00 573.54
Blackstone Group Inc Com Cl A (BX) 0.2 $220k 1.4k 154.14
Goldman Sachs (GS) 0.2 $219k 249.00 878.55