13F HOLDINGS REPORT
BLODGETT WEALTH ADVISORS, LLC
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001085146-25-002131
Total Value
$117.3M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 52,578 | $19.0M | 16.18% |
| 2 | APPLE INC | AAPL | 64,619 | $14.4M | 12.23% |
| 3 | NVIDIA CORPORATION | NVDA | 100,757 | $10.9M | 9.31% |
| 4 | MICROSOFT CORP | MSFT | 26,816 | $10.1M | 8.58% |
| 5 | AMAZON COM INC | AMZN | 42,922 | $8.2M | 6.96% |
| 6 | ALPHABET INC | GOOG | 43,222 | $6.7M | 5.70% |
| 7 | ELI LILLY & CO | LLY | 5,022 | $4.1M | 3.53% |
| 8 | COSTCO WHSL CORP NEW | 22160K105 | 4,296 | $4.1M | 3.46% |
| 9 | ISHARES TR | 464287200 | 4,831 | $2.7M | 2.31% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 11,013 | $2.7M | 2.30% |
| 11 | HOME DEPOT INC | HD | 5,825 | $2.1M | 1.82% |
| 12 | WASTE MGMT INC DEL | 94106L109 | 7,811 | $1.8M | 1.54% |
| 13 | CROWDSTRIKE HLDGS INC | CRWD | 5,072 | $1.8M | 1.52% |
| 14 | VANGUARD INDEX FDS | 922908744 | 10,153 | $1.8M | 1.49% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.6M | 1.36% |
| 16 | AMERICAN EXPRESS CO | AXP | 5,659 | $1.5M | 1.30% |
| 17 | ISHARES TR | 464287168 | 10,565 | $1.4M | 1.21% |
| 18 | SPDR S&P 500 ETF TR | SPY | 2,504 | $1.4M | 1.19% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 6,680 | $1.1M | 0.97% |
| 20 | UBER TECHNOLOGIES INC | UBER | 14,220 | $1.0M | 0.88% |
| 21 | MERCK & CO INC | MRK | 10,971 | $984,758 | 0.84% |
| 22 | BROADCOM INC | AVGO | 5,516 | $923,501 | 0.79% |
| 23 | ABBVIE INC | ABBV | 4,226 | $885,432 | 0.75% |
| 24 | META PLATFORMS INC | META | 1,530 | $881,831 | 0.75% |
| 25 | TESLA INC | TSLA | 3,300 | $855,228 | 0.73% |
| 26 | MCDONALDS CORP | MCD | 2,733 | $853,827 | 0.73% |
| 27 | PALO ALTO NETWORKS INC | PANW | 4,950 | $844,668 | 0.72% |
| 28 | JOHNSON & JOHNSON | JNJ | 4,894 | $811,570 | 0.69% |
| 29 | SALESFORCE INC | CRM | 3,013 | $808,445 | 0.69% |
| 30 | VISA INC | V | 2,035 | $713,187 | 0.61% |
| 31 | NETFLIX INC | NFLX | 700 | $652,771 | 0.56% |
| 32 | CHEVRON CORP NEW | CVX | 3,618 | $605,196 | 0.52% |
| 33 | ISHARES TR | 464287655 | 2,995 | $597,473 | 0.51% |
| 34 | KIMBERLY-CLARK CORP | KMB | 3,912 | $556,365 | 0.47% |
| 35 | CISCO SYS INC | CSCO | 7,900 | $487,499 | 0.42% |
| 36 | HONEYWELL INTL INC | 438516106 | 2,225 | $471,144 | 0.40% |
| 37 | ISHARES TR | 464287499 | 5,468 | $465,163 | 0.40% |
| 38 | INTERNATIONAL BUSINESS MACHS | INTR | 1,593 | $396,116 | 0.34% |
| 39 | PUBLIC STORAGE OPER CO | PSA-PS | 1,300 | $389,077 | 0.33% |
| 40 | BANK AMERICA CORP | 060505104 | 9,107 | $380,047 | 0.32% |
| 41 | WALMART INC | WMT | 4,073 | $357,562 | 0.30% |
| 42 | ALPHABET INC | GOOG | 2,260 | $353,080 | 0.30% |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 7,656 | $347,256 | 0.30% |
| 44 | CONSOLIDATED EDISON INC | ED | 3,000 | $331,770 | 0.28% |
| 45 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 6,400 | $331,392 | 0.28% |
| 46 | INVESCO QQQ TR | IVZ | 683 | $320,089 | 0.27% |
| 47 | SPDR SER TR | 78468R861 | 16,210 | $311,070 | 0.27% |
| 48 | DANAHER CORPORATION | 235851102 | 1,470 | $301,350 | 0.26% |
| 49 | ISHARES TR | 464287804 | 2,720 | $284,431 | 0.24% |
| 50 | CATERPILLAR INC | CAT | 826 | $272,575 | 0.23% |
| 51 | VANGUARD WHITEHALL FDS | 921946406 | 2,107 | $271,719 | 0.23% |
| 52 | QUALCOMM INC | QCOM | 1,715 | $263,442 | 0.22% |
| 53 | SELECT SECTOR SPDR TR | 81369Y803 | 1,250 | $258,100 | 0.22% |
| 54 | ARISTA NETWORKS INC | ANET | 3,200 | $247,936 | 0.21% |
| 55 | SCHWAB CHARLES CORP | SCHW-PJ | 3,167 | $247,903 | 0.21% |
| 56 | DIMENSIONAL ETF TRUST | 25434V104 | 6,072 | $233,408 | 0.20% |
| 57 | SHOPIFY INC | SHOP | 2,325 | $221,991 | 0.19% |
| 58 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,215 | $201,690 | 0.17% |
| 59 | CVS HEALTH CORP | CVS | 2,965 | $200,879 | 0.17% |
| 60 | CHARGEPOINT HOLDINGS INC | CHPT | 14,370 | $8,694 | 0.01% |
| 61 | CARISMA THERAPEUTICS INC | CARM | 24,001 | $7,441 | 0.01% |