Free Trial

Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Blodgett Wealth Advisors, LLC

Investment Activity

  • Blodgett Wealth Advisors, LLC has $127.63 million in total holdings as of June 30, 2025.
  • Blodgett Wealth Advisors, LLC owns shares of 61 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 1.01% of the portfolio was purchased this quarter.
  • About 5.87% of the portfolio was sold this quarter.
  • This quarter, Blodgett Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 8 stocks.
  • Blodgett Wealth Advisors, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA
$15,157,893
Microsoft
$12,859,936
Apple
$12,373,769
Amazon.com
$9,232,370

Largest New Holdings this Quarter

833445109 - Snowflake
$319,992 Holding
464288414 - iShares National Muni Bond ETF
$286,171 Holding
09260D107 - Blackstone
$212,444 Holding

Largest Purchases this Quarter

Snowflake
1,430 shares (about $319.99K)
iShares National Muni Bond ETF
2,739 shares (about $286.17K)
iShares Core S&P 500 ETF
380 shares (about $235.93K)
Blackstone
1,420 shares (about $212.44K)
Uber Technologies
1,110 shares (about $103.56K)

Largest Sales this Quarter

Alphabet
8,131 shares (about $1.43M)
iShares Russell 1000 Growth ETF
3,344 shares (about $1.42M)
Apple
4,309 shares (about $884.08K)
NVIDIA
4,815 shares (about $760.72K)
Microsoft
962 shares (about $478.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBlodgett Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$20,903,563$1,419,781 -6.4%49,23416.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$15,157,893$760,723 -4.8%95,94211.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$12,859,936$478,505 -3.6%25,85410.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$12,373,769$884,075 -6.7%60,3109.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,232,370$184,288 -2.0%42,0827.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,184,140$1,432,938 -18.8%35,0914.8%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,193,228$59,394 -1.4%4,2363.3%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,591,124$323,490 -8.3%4,6072.8%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,235,409$235,935 7.9%5,2112.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,229,588$36,818 1.2%11,1402.5%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$2,491,545$91,676 -3.5%4,8922.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,147,140$11,366 0.5%5,8561.7%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,794,4090.0%10,1531.4%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$1,755,279$32,035 -1.8%7,6711.4%Business Services
American Express Company stock logo
AXP
American Express
$1,664,757$140,351 -7.8%5,2191.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,547,0970.0%2,5041.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,499,741$20,673 -1.4%5,4411.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,457,6000.0%21.1%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,430,289$103,563 7.8%15,3301.1%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,349,998$53,123 -3.8%10,1651.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,155,111$25,833 2.3%1,5650.9%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,032,394$31,864 -3.0%6,4800.8%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$982,272$30,696 -3.0%4,8000.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$937,3910.0%7000.7%Consumer Discretionary
Salesforce Inc. stock logo
CRM
Salesforce
$876,047$54,531 6.6%3,2130.7%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$798,6420.0%2,7330.6%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$784,4310.0%4,2260.6%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$762,384$285,894 -27.3%2,4000.6%Auto/Tires/Trucks
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$738,390$130,057 -15.0%9,3280.6%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$671,206$76,378 -10.2%4,3940.5%Medical
Visa Inc. stock logo
V
Visa
$651,517$71,010 -9.8%1,8350.5%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$646,2920.0%2,9950.5%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$548,269$139 0.0%7,9020.4%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$518,1580.0%2,2250.4%Multi-Sector Conglomerates
Chevron Corporation stock logo
CVX
Chevron
$518,0110.0%3,6180.4%Energy
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$504,3360.0%3,9120.4%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$502,8920.0%5,4680.4%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$469,5850.0%1,5930.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$400,9020.0%2,2600.3%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$398,707$489 0.1%4,0780.3%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$397,524$33,407 -7.8%8,4010.3%Finance
Public Storage stock logo
PSA
Public Storage
$381,4460.0%1,3000.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$376,5930.0%6830.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$331,2560.0%7,6560.3%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$319,992$319,992 New Holding1,4300.3%Computer and Technology
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$306,662$3,598 -1.2%16,0220.2%ETF
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$301,0500.0%3,0000.2%Utilities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$297,546$18,992 -6.0%1,1750.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$290,712$6,557 -2.2%2,6600.2%ETF
Danaher Corporation stock logo
DHR
Danaher
$290,3840.0%1,4700.2%Medical
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$288,9460.0%3,1670.2%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$286,171$286,171 New Holding2,7390.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$280,8850.0%2,1070.2%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$280,160$68,000 -19.5%5,1500.2%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$246,875$28,311 -10.3%1,0900.2%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$245,119$23,070 -8.6%2,1250.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$243,207$77,702 -24.2%6260.2%Industrials
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$241,961$15,250 -5.9%5,7120.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$212,444$212,444 New Holding1,4200.2%Finance
ChargePoint Holdings, Inc. stock logo
CHPT
ChargePoint
$10,1070.0%14,3700.0%Auto/Tires/Trucks
Carisma Therapeutics Inc. stock logo
CARM
Carisma Therapeutics
$9,3990.0%24,0010.0%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$263,442 -100.0%00.0%Computer and Technology
ARISTA NETWORKS INC
$0$247,936 -100.0%00.0%COM SHS
CVS Health Corporation stock logo
CVS
CVS Health
$0$200,879 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data