Blodgett Wealth Advisors

Blodgett Wealth Advisors as of March 31, 2026

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 14.2 $18M 42k 426.40
NVIDIA Corporation (NVDA) 12.3 $16M 89k 174.40
Apple (AAPL) 11.5 $15M 57k 253.79
Alphabet Cap Stk Cl A (GOOGL) 7.2 $9.0M 32k 287.56
Amazon (AMZN) 6.7 $8.5M 41k 208.27
Microsoft Corporation (MSFT) 6.7 $8.5M 23k 370.16
Costco Wholesale Corporation (COST) 3.7 $4.6M 4.6k 996.40
Ishares Tr Core S&p500 Etf (IVV) 3.0 $3.7M 5.7k 653.19
Eli Lilly & Co. (LLY) 2.7 $3.5M 3.8k 919.72
JPMorgan Chase & Co. (JPM) 2.5 $3.2M 11k 294.15
Crowdstrike Hldgs Cl A (CRWD) 1.9 $2.3M 6.0k 390.41
Vanguard Index Fds Value Etf (VTV) 1.6 $2.0M 10k 196.21
Uber Technologies (UBER) 1.4 $1.8M 25k 71.93
Home Depot (HD) 1.3 $1.6M 5.0k 328.87
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $1.6M 2.5k 650.34
American Express Company (AXP) 1.2 $1.5M 5.0k 302.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $1.4M 2.00 718140.00
Broadcom (AVGO) 1.0 $1.3M 4.1k 309.49
Meta Platforms Cl A (META) 0.9 $1.1M 2.0k 572.13
Ishares Tr Select Divid Etf (DVY) 0.9 $1.1M 7.5k 151.41
Merck & Co (MRK) 0.9 $1.1M 9.3k 120.29
Waste Management (WM) 0.9 $1.1M 4.8k 229.79
Johnson & Johnson (JNJ) 0.9 $1.1M 4.4k 244.45
Palo Alto Networks (PANW) 0.7 $946k 5.9k 160.32
Netflix (NFLX) 0.7 $936k 9.7k 96.15
McDonald's Corporation (MCD) 0.7 $927k 3.0k 310.77
Procter & Gamble Company (PG) 0.7 $907k 6.3k 144.44
Tesla Motors (TSLA) 0.7 $855k 2.3k 371.75
Ishares Tr Russell 2000 Etf (IWM) 0.6 $743k 3.0k 248.00
Chevron Corporation (CVX) 0.6 $723k 3.5k 206.88
Alphabet Cap Stk Cl C (GOOG) 0.5 $648k 2.3k 286.86
Cisco Systems (CSCO) 0.5 $594k 7.7k 77.59
Visa Com Cl A (V) 0.4 $555k 1.8k 302.24
salesforce (CRM) 0.4 $548k 2.9k 186.66
Wal-Mart Stores (WMT) 0.4 $507k 4.1k 124.27
Honeywell International (HON) 0.4 $503k 2.2k 226.03
Abbvie (ABBV) 0.4 $473k 2.2k 217.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $423k 4.4k 97.23
Kimberly-Clark Corporation (KMB) 0.3 $401k 4.2k 96.47
International Business Machines (IBM) 0.3 $386k 1.6k 242.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $365k 633.00 577.08
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $353k 6.4k 55.52
Public Storage (PSA) 0.3 $352k 1.3k 270.88
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $343k 1.0k 337.95
Verizon Communications (VZ) 0.3 $342k 6.8k 50.20
Consolidated Edison (ED) 0.3 $340k 3.0k 113.18
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $335k 2.7k 124.31
Bank of America Corporation (BAC) 0.3 $322k 6.6k 48.75
Snowflake Com Shs (SNOW) 0.3 $321k 2.1k 150.82
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $312k 2.4k 132.90
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $312k 2.1k 148.10
Charles Schwab Corporation (SCHW) 0.2 $298k 3.2k 93.98
Caterpillar (CAT) 0.2 $294k 415.00 709.29
Ishares Tr National Mun Etf (MUB) 0.2 $291k 2.7k 106.15
Spdr Series Trust State Stret Spdr (TIPX) 0.2 $271k 14k 19.19
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $260k 4.3k 61.26
Palantir Technologies Cl A (PLTR) 0.2 $252k 1.7k 146.28
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $252k 2.1k 118.62
Intel Corporation (INTC) 0.2 $232k 5.2k 44.13
Arista Networks Com Shs (ANET) 0.2 $227k 1.9k 122.78
Wells Fargo & Company (WFC) 0.2 $227k 2.8k 79.61
Danaher Corporation (DHR) 0.2 $222k 1.2k 189.60
Goldman Sachs (GS) 0.2 $211k 250.00 845.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $200k 3.7k 54.06