13F HOLDINGS REPORT
BLODGETT WEALTH ADVISORS, LLC
Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001085146-25-003628
Total Value
$127.6M
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 49,234 | $20.9M | 16.38% |
| 2 | NVIDIA CORPORATION | NVDA | 95,942 | $15.2M | 11.88% |
| 3 | MICROSOFT CORP | MSFT | 25,854 | $12.9M | 10.08% |
| 4 | APPLE INC | AAPL | 60,310 | $12.4M | 9.69% |
| 5 | AMAZON COM INC | AMZN | 42,082 | $9.2M | 7.23% |
| 6 | ALPHABET INC | GOOG | 35,091 | $6.2M | 4.85% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 4,236 | $4.2M | 3.29% |
| 8 | ELI LILLY & CO | LLY | 4,607 | $3.6M | 2.81% |
| 9 | ISHARES TR | 464287200 | 5,211 | $3.2M | 2.53% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 11,140 | $3.2M | 2.53% |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 4,892 | $2.5M | 1.95% |
| 12 | HOME DEPOT INC | HD | 5,856 | $2.1M | 1.68% |
| 13 | VANGUARD INDEX FDS | 922908744 | 10,153 | $1.8M | 1.41% |
| 14 | WASTE MGMT INC DEL | 94106L109 | 7,671 | $1.8M | 1.38% |
| 15 | AMERICAN EXPRESS CO | AXP | 5,219 | $1.7M | 1.30% |
| 16 | SPDR S&P 500 ETF TR | SPY | 2,504 | $1.5M | 1.21% |
| 17 | BROADCOM INC | AVGO | 5,441 | $1.5M | 1.18% |
| 18 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 1.14% |
| 19 | UBER TECHNOLOGIES INC | UBER | 15,330 | $1.4M | 1.12% |
| 20 | ISHARES TR | 464287168 | 10,165 | $1.3M | 1.06% |
| 21 | META PLATFORMS INC | META | 1,565 | $1.2M | 0.91% |
| 22 | PROCTER AND GAMBLE CO | 742718109 | 6,480 | $1.0M | 0.81% |
| 23 | PALO ALTO NETWORKS INC | PANW | 4,800 | $982,272 | 0.77% |
| 24 | NETFLIX INC | NFLX | 700 | $937,391 | 0.73% |
| 25 | SALESFORCE INC | CRM | 3,213 | $876,047 | 0.69% |
| 26 | MCDONALDS CORP | MCD | 2,733 | $798,642 | 0.63% |
| 27 | ABBVIE INC | ABBV | 4,226 | $784,431 | 0.61% |
| 28 | TESLA INC | TSLA | 2,400 | $762,384 | 0.60% |
| 29 | MERCK & CO INC | MRK | 9,328 | $738,390 | 0.58% |
| 30 | JOHNSON & JOHNSON | JNJ | 4,394 | $671,206 | 0.53% |
| 31 | VISA INC | V | 1,835 | $651,517 | 0.51% |
| 32 | ISHARES TR | 464287655 | 2,995 | $646,292 | 0.51% |
| 33 | CISCO SYS INC | CSCO | 7,902 | $548,269 | 0.43% |
| 34 | HONEYWELL INTL INC | 438516106 | 2,225 | $518,158 | 0.41% |
| 35 | CHEVRON CORP NEW | CVX | 3,618 | $518,011 | 0.41% |
| 36 | KIMBERLY-CLARK CORP | KMB | 3,912 | $504,336 | 0.40% |
| 37 | ISHARES TR | 464287499 | 5,468 | $502,892 | 0.39% |
| 38 | INTERNATIONAL BUSINESS MACHS | INTR | 1,593 | $469,585 | 0.37% |
| 39 | ALPHABET INC | GOOG | 2,260 | $400,902 | 0.31% |
| 40 | WALMART INC | WMT | 4,078 | $398,707 | 0.31% |
| 41 | BANK AMERICA CORP | 060505104 | 8,401 | $397,524 | 0.31% |
| 42 | PUBLIC STORAGE OPER CO | PSA-PS | 1,300 | $381,446 | 0.30% |
| 43 | INVESCO QQQ TR | IVZ | 683 | $376,593 | 0.30% |
| 44 | VERIZON COMMUNICATIONS INC | VZ | 7,656 | $331,256 | 0.26% |
| 45 | SNOWFLAKE INC | SNOW | 1,430 | $319,992 | 0.25% |
| 46 | SPDR SERIES TRUST | 78468R861 | 16,022 | $306,662 | 0.24% |
| 47 | CONSOLIDATED EDISON INC | ED | 3,000 | $301,050 | 0.24% |
| 48 | SELECT SECTOR SPDR TR | 81369Y803 | 1,175 | $297,546 | 0.23% |
| 49 | ISHARES TR | 464287804 | 2,660 | $290,712 | 0.23% |
| 50 | DANAHER CORPORATION | 235851102 | 1,470 | $290,384 | 0.23% |
| 51 | SCHWAB CHARLES CORP | SCHW-PJ | 3,167 | $288,946 | 0.23% |
| 52 | ISHARES TR | 464288414 | 2,739 | $286,171 | 0.22% |
| 53 | VANGUARD WHITEHALL FDS | 921946406 | 2,107 | $280,885 | 0.22% |
| 54 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 5,150 | $280,160 | 0.22% |
| 55 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,090 | $246,875 | 0.19% |
| 56 | SHOPIFY INC | SHOP | 2,125 | $245,119 | 0.19% |
| 57 | CATERPILLAR INC | CAT | 626 | $243,207 | 0.19% |
| 58 | DIMENSIONAL ETF TRUST | 25434V104 | 5,712 | $241,961 | 0.19% |
| 59 | BLACKSTONE INC | BX | 1,420 | $212,444 | 0.17% |
| 60 | CHARGEPOINT HOLDINGS INC | CHPT | 14,370 | $10,107 | 0.01% |
| 61 | CARISMA THERAPEUTICS INC | CARM | 24,001 | $9,399 | 0.01% |