Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Blodgett Wealth Advisors, LLCInvestment ActivityBlodgett 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 iShares Russell 1000 Growth ETF $20,903,563NVIDIA $15,157,893Microsoft $12,859,936Apple $12,373,769Amazon.com $9,232,370 Largest New Holdings this Quarter 833445109 - Snowflake $319,992 Holding464288414 - iShares National Muni Bond ETF $286,171 Holding09260D107 - 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 TimeMap of 500 Largest Holdings ofBlodgett Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$20,903,563$1,419,781 ▼-6.4%49,23416.4%ETFNVDANVIDIA$15,157,893$760,723 ▼-4.8%95,94211.9%Computer and TechnologyMSFTMicrosoft$12,859,936$478,505 ▼-3.6%25,85410.1%Computer and TechnologyAAPLApple$12,373,769$884,075 ▼-6.7%60,3109.7%Computer and TechnologyAMZNAmazon.com$9,232,370$184,288 ▼-2.0%42,0827.2%Retail/WholesaleGOOGLAlphabet$6,184,140$1,432,938 ▼-18.8%35,0914.8%Computer and TechnologyCOSTCostco Wholesale$4,193,228$59,394 ▼-1.4%4,2363.3%Retail/WholesaleLLYEli Lilly and Company$3,591,124$323,490 ▼-8.3%4,6072.8%MedicalIVViShares Core S&P 500 ETF$3,235,409$235,935 ▲7.9%5,2112.5%ETFJPMJPMorgan Chase & Co.$3,229,588$36,818 ▲1.2%11,1402.5%FinanceCRWDCrowdStrike$2,491,545$91,676 ▼-3.5%4,8922.0%Computer and TechnologyHDHome Depot$2,147,140$11,366 ▲0.5%5,8561.7%Retail/WholesaleVTVVanguard Value ETF$1,794,4090.0%10,1531.4%ETFWMWaste Management$1,755,279$32,035 ▼-1.8%7,6711.4%Business ServicesAXPAmerican Express$1,664,757$140,351 ▼-7.8%5,2191.3%FinanceSPYSPDR S&P 500 ETF Trust$1,547,0970.0%2,5041.2%FinanceAVGOBroadcom$1,499,741$20,673 ▼-1.4%5,4411.2%Computer and TechnologyBRK.ABerkshire Hathaway$1,457,6000.0%21.1%FinanceUBERUber Technologies$1,430,289$103,563 ▲7.8%15,3301.1%Computer and TechnologyDVYiShares Select Dividend ETF$1,349,998$53,123 ▼-3.8%10,1651.1%ETFMETAMeta Platforms$1,155,111$25,833 ▲2.3%1,5650.9%Computer and TechnologyPGProcter & Gamble$1,032,394$31,864 ▼-3.0%6,4800.8%Consumer StaplesPANWPalo Alto Networks$982,272$30,696 ▼-3.0%4,8000.8%Computer and TechnologyNFLXNetflix$937,3910.0%7000.7%Consumer DiscretionaryCRMSalesforce$876,047$54,531 ▲6.6%3,2130.7%Computer and TechnologyMCDMcDonald's$798,6420.0%2,7330.6%Retail/WholesaleABBVAbbVie$784,4310.0%4,2260.6%MedicalTSLATesla$762,384$285,894 ▼-27.3%2,4000.6%Auto/Tires/TrucksMRKMerck & Co., Inc.$738,390$130,057 ▼-15.0%9,3280.6%MedicalJNJJohnson & Johnson$671,206$76,378 ▼-10.2%4,3940.5%MedicalVVisa$651,517$71,010 ▼-9.8%1,8350.5%Business ServicesIWMiShares Russell 2000 ETF$646,2920.0%2,9950.5%FinanceCSCOCisco Systems$548,269$139 ▲0.0%7,9020.4%Computer and TechnologyHONHoneywell International$518,1580.0%2,2250.4%Multi-Sector ConglomeratesCVXChevron$518,0110.0%3,6180.4%EnergyKMBKimberly-Clark$504,3360.0%3,9120.4%Consumer StaplesIWRiShares Russell Mid-Cap ETF$502,8920.0%5,4680.4%ETFIBMInternational Business Machines$469,5850.0%1,5930.4%Computer and TechnologyGOOGAlphabet$400,9020.0%2,2600.3%Computer and TechnologyWMTWalmart$398,707$489 ▲0.1%4,0780.3%Retail/WholesaleBACBank of America$397,524$33,407 ▼-7.8%8,4010.3%FinancePSAPublic Storage$381,4460.0%1,3000.3%FinanceQQQInvesco QQQ$376,5930.0%6830.3%FinanceVZVerizon Communications$331,2560.0%7,6560.3%Computer and TechnologySNOWSnowflake$319,992$319,992 ▲New Holding1,4300.3%Computer and TechnologyTIPXSPDR Bloomberg 1-10 Year TIPS ETF$306,662$3,598 ▼-1.2%16,0220.2%ETFEDConsolidated Edison$301,0500.0%3,0000.2%UtilitiesXLKTechnology Select Sector SPDR Fund$297,546$18,992 ▼-6.0%1,1750.2%ETFIJRiShares Core S&P Small-Cap ETF$290,712$6,557 ▼-2.2%2,6600.2%ETFDHRDanaher$290,3840.0%1,4700.2%MedicalSCHWCharles Schwab$288,9460.0%3,1670.2%FinanceMUBiShares National Muni Bond ETF$286,171$286,171 ▲New Holding2,7390.2%ETFVYMVanguard High Dividend Yield ETF$280,8850.0%2,1070.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$280,160$68,000 ▼-19.5%5,1500.2%ETFTSMTaiwan Semiconductor Manufacturing$246,875$28,311 ▼-10.3%1,0900.2%Computer and TechnologySHOPShopify$245,119$23,070 ▼-8.6%2,1250.2%Computer and TechnologyCATCaterpillar$243,207$77,702 ▼-24.2%6260.2%IndustrialsDFAUDimensional US Core Equity Market ETF$241,961$15,250 ▼-5.9%5,7120.2%ETFBXBlackstone$212,444$212,444 ▲New Holding1,4200.2%FinanceCHPTChargePoint$10,1070.0%14,3700.0%Auto/Tires/TrucksCARMCarisma Therapeutics$9,3990.0%24,0010.0%MedicalQCOMQUALCOMM$0$263,442 ▼-100.0%00.0%Computer and TechnologyARISTA NETWORKS INC$0$247,936 ▼-100.0%00.0%COM SHSCVSCVS Health$0$200,879 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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