Blodgett Wealth Advisors

Blodgett Wealth Advisors as of June 30, 2026

Portfolio Holdings for Blodgett Wealth Advisors

Blodgett Wealth Advisors holds 72 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 14.1 $21M 169k 124.17
NVIDIA Corporation (NVDA) 12.0 $18M 90k 200.09
Apple (AAPL) 11.0 $16M 57k 289.36
Alphabet Cap Stk Cl A (GOOGL) 7.5 $11M 31k 357.38
Amazon (AMZN) 6.5 $9.8M 41k 238.34
Microsoft Corporation (MSFT) 5.7 $8.6M 23k 373.02
Eli Lilly & Co. (LLY) 3.0 $4.5M 3.8k 1199.36
Costco Wholesale Corporation (COST) 2.9 $4.4M 4.7k 935.44
Ishares Tr Core S&p500 Etf (IVV) 2.9 $4.4M 5.8k 748.87
Crowdstrike Hldgs Cl A (CRWD) 2.9 $4.3M 5.6k 763.14
JPMorgan Chase & Co. (JPM) 2.4 $3.6M 11k 327.34
Vanguard Index Fds Value Etf (VTV) 1.5 $2.2M 10k 217.93
Uber Technologies (UBER) 1.3 $2.0M 28k 72.16
Palo Alto Networks (PANW) 1.3 $2.0M 5.8k 341.02
Home Depot (HD) 1.3 $1.9M 5.5k 352.70
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.2 $1.8M 2.3k 746.77
American Express Company (AXP) 1.1 $1.7M 5.0k 338.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $1.5M 2.00 748850.00
Broadcom (AVGO) 0.9 $1.4M 3.6k 377.72
Ishares Tr Select Divid Etf (DVY) 0.9 $1.3M 8.4k 156.30
Alphabet Cap Stk Cl C (GOOG) 0.9 $1.3M 3.6k 353.33
Merck & Co (MRK) 0.8 $1.2M 9.3k 128.50
Netflix (NFLX) 0.8 $1.2M 16k 71.40
Meta Platforms Cl A (META) 0.8 $1.1M 2.0k 563.36
Johnson & Johnson (JNJ) 0.7 $1.1M 4.4k 253.94
Tesla Motors (TSLA) 0.6 $967k 2.3k 420.60
Procter & Gamble Company (PG) 0.6 $927k 6.3k 146.64
Cisco Systems (CSCO) 0.6 $900k 7.7k 117.47
Micron Technology (MU) 0.6 $893k 774.00 1154.29
Waste Management (WM) 0.6 $881k 4.0k 222.88
Ishares Tr Russell 2000 Etf (IWM) 0.6 $855k 2.8k 300.45
McDonald's Corporation (MCD) 0.5 $807k 3.0k 270.30
Visa Com Cl A (V) 0.4 $630k 1.8k 343.09
Intel Corporation (INTC) 0.4 $625k 4.5k 139.64
Abbvie (ABBV) 0.4 $623k 2.5k 251.64
Chevron Corporation (CVX) 0.4 $592k 3.6k 165.74
Palantir Technologies Cl A (PLTR) 0.4 $555k 4.8k 116.67
Snowflake Com Shs (SNOW) 0.4 $535k 2.1k 254.50
Wal-Mart Stores (WMT) 0.4 $528k 4.7k 113.27
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $480k 4.4k 110.32
salesforce (CRM) 0.3 $475k 3.0k 156.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $466k 633.00 736.27
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $461k 965.00 477.57
Advanced Micro Devices (AMD) 0.3 $461k 793.00 580.76
Eaton Corp SHS (ETN) 0.3 $458k 1.1k 426.12
Kimberly-Clark Corporation (KMB) 0.3 $456k 4.2k 109.77
International Business Machines (IBM) 0.3 $449k 1.6k 281.22
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.3 $448k 2.4k 190.52
Caterpillar (CAT) 0.3 $442k 415.00 1066.14
Public Storage (PSA) 0.3 $414k 1.3k 318.31
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $390k 6.4k 61.46
Bank of America Corporation (BAC) 0.3 $377k 6.6k 56.98
Arista Networks Com Shs (ANET) 0.2 $357k 2.1k 169.88
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $340k 2.3k 148.31
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $333k 2.1k 158.03
Consolidated Edison (ED) 0.2 $332k 3.0k 110.63
Lam Research Corp Com New (LRCX) 0.2 $312k 720.00 433.33
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $307k 1.8k 170.86
Ishares Tr National Mun Etf (MUB) 0.2 $295k 2.7k 107.62
Charles Schwab Corporation (SCHW) 0.2 $292k 3.2k 92.27
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $288k 450.00 640.76
Verizon Communications (VZ) 0.2 $271k 6.4k 42.34
Spdr Series Trust State Stret Spdr (TIPX) 0.2 $268k 14k 18.93
Goldman Sachs (GS) 0.2 $253k 251.00 1009.59
Honeywell International (HON) 0.2 $249k 1.1k 223.80
Honeywell Aerospace (HONA) 0.2 $246k 1.1k 221.08
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $243k 2.1k 114.18
Wells Fargo & Company (WFC) 0.2 $235k 2.8k 82.64
Allstate Corporation (ALL) 0.2 $226k 950.00 237.94
Corning Incorporated (GLW) 0.1 $224k 875.00 255.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $221k 3.7k 59.69
SYSCO Corporation (SYY) 0.1 $205k 2.5k 83.58