13F HOLDINGS REPORT
BLODGETT WEALTH ADVISORS, LLC
Quarter ended Q4 2024 · Filed January 24, 2025 · Accession 0001085146-25-000469
Total Value
$127.5M
Positions
59
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 56,185 | $22.6M | 17.69% |
| 2 | APPLE INC | AAPL | 68,657 | $17.2M | 13.48% |
| 3 | NVIDIA CORPORATION | NVDA | 106,562 | $14.3M | 11.22% |
| 4 | MICROSOFT CORP | MSFT | 27,883 | $11.8M | 9.21% |
| 5 | ALPHABET INC | GOOG | 44,263 | $8.4M | 6.57% |
| 6 | AMAZON COM INC | AMZN | 30,556 | $6.7M | 5.26% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 4,363 | $4.0M | 3.13% |
| 8 | ELI LILLY & CO | LLY | 5,147 | $4.0M | 3.12% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 10,762 | $2.6M | 2.02% |
| 10 | ISHARES TR | 464287200 | 4,323 | $2.5M | 2.00% |
| 11 | HOME DEPOT INC | HD | 5,297 | $2.1M | 1.62% |
| 12 | AMERICAN EXPRESS CO | AXP | 5,659 | $1.7M | 1.32% |
| 13 | VANGUARD INDEX FDS | 922908744 | 9,865 | $1.7M | 1.31% |
| 14 | CROWDSTRIKE HLDGS INC | CRWD | 4,702 | $1.6M | 1.26% |
| 15 | WASTE MGMT INC DEL | 94106L109 | 7,811 | $1.6M | 1.24% |
| 16 | SPDR S&P 500 ETF TR | SPY | 2,504 | $1.5M | 1.15% |
| 17 | MERCK & CO INC | MRK | 14,195 | $1.4M | 1.11% |
| 18 | ISHARES TR | 464287168 | 10,565 | $1.4M | 1.09% |
| 19 | TESLA INC | TSLA | 3,265 | $1.3M | 1.03% |
| 20 | BROADCOM INC | AVGO | 5,428 | $1.3M | 0.99% |
| 21 | PROCTER AND GAMBLE CO | 742718109 | 7,480 | $1.3M | 0.98% |
| 22 | SALESFORCE INC | CRM | 3,052 | $1.0M | 0.80% |
| 23 | PALO ALTO NETWORKS INC | PANW | 4,950 | $900,702 | 0.71% |
| 24 | VISA INC | V | 2,760 | $872,271 | 0.68% |
| 25 | MCDONALDS CORP | MCD | 2,783 | $806,847 | 0.63% |
| 26 | META PLATFORMS INC | META | 1,340 | $784,584 | 0.62% |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 6,257 | $755,784 | 0.59% |
| 28 | ABBVIE INC | ABBV | 4,226 | $750,961 | 0.59% |
| 29 | JOHNSON & JOHNSON | JNJ | 4,788 | $692,483 | 0.54% |
| 30 | ISHARES TR | 464287655 | 2,995 | $661,776 | 0.52% |
| 31 | NETFLIX INC | NFLX | 635 | $565,989 | 0.44% |
| 32 | CHEVRON CORP NEW | CVX | 3,843 | $556,569 | 0.44% |
| 33 | KIMBERLY-CLARK CORP | KMB | 3,912 | $512,629 | 0.40% |
| 34 | HONEYWELL INTL INC | 438516106 | 2,225 | $502,606 | 0.39% |
| 35 | ISHARES TR | 464287499 | 5,468 | $483,372 | 0.38% |
| 36 | CISCO SYS INC | CSCO | 7,898 | $467,534 | 0.37% |
| 37 | ALPHABET INC | GOOG | 2,200 | $418,968 | 0.33% |
| 38 | BANK AMERICA CORP | 060505104 | 9,102 | $400,041 | 0.31% |
| 39 | PUBLIC STORAGE OPER CO | PSA-PS | 1,300 | $389,272 | 0.31% |
| 40 | ARISTA NETWORKS INC | ANET | 3,200 | $353,696 | 0.28% |
| 41 | INTERNATIONAL BUSINESS MACHS | INTR | 1,593 | $350,190 | 0.27% |
| 42 | VERIZON COMMUNICATIONS INC | VZ | 8,756 | $350,134 | 0.27% |
| 43 | INVESCO QQQ TR | IVZ | 683 | $348,970 | 0.27% |
| 44 | DANAHER CORPORATION | 235851102 | 1,470 | $337,439 | 0.26% |
| 45 | WALMART INC | WMT | 3,646 | $329,423 | 0.26% |
| 46 | ISHARES TR | 464287804 | 2,720 | $313,399 | 0.25% |
| 47 | CATERPILLAR INC | CAT | 826 | $299,815 | 0.24% |
| 48 | SPDR SER TR | 78468R861 | 16,210 | $299,723 | 0.24% |
| 49 | SELECT SECTOR SPDR TR | 81369Y803 | 1,250 | $290,650 | 0.23% |
| 50 | VANGUARD WHITEHALL FDS | 921946406 | 2,107 | $268,833 | 0.21% |
| 51 | CONSOLIDATED EDISON INC | ED | 3,000 | $267,690 | 0.21% |
| 52 | QUALCOMM INC | QCOM | 1,715 | $263,459 | 0.21% |
| 53 | SHOPIFY INC | SHOP | 2,325 | $247,218 | 0.19% |
| 54 | DIMENSIONAL ETF TRUST | 25434V104 | 6,072 | $245,856 | 0.19% |
| 55 | BLACKSTONE INC | BX | 1,400 | $241,464 | 0.19% |
| 56 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,215 | $239,951 | 0.19% |
| 57 | SCHWAB CHARLES CORP | SCHW-PJ | 3,167 | $234,381 | 0.18% |
| 58 | CHARGEPOINT HOLDINGS INC | CHPT | 14,370 | $15,376 | 0.01% |
| 59 | CARISMA THERAPEUTICS INC | CARM | 24,001 | $10,052 | 0.01% |