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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT (Amended)

BLODGETT WEALTH ADVISORS, LLC

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001907826-25-000003

Total Value
$145.2M
Positions
64
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (64)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428761448,831$22.9M15.75%
2NVIDIA CORPORATIONNVDA92,497$17.3M11.89%
3APPLE INCAAPL59,710$15.2M10.47%
4MICROSOFT CORPMSFT24,879$12.9M8.88%
5AMAZON COM INCAMZN41,232$9.1M6.24%
6ALPHABET INCGOOG2,260$8.3M5.70%
7ALPHABET INCGOOG34,047$8.3M5.70%
8COSTCO WHSL CORP NEW22160K1054,683$4.3M2.99%
9ISHARES TR4642872005,322$3.6M2.45%
10ELI LILLY & COLLY4,452$3.4M2.34%
11JPMORGAN CHASE & CO.VYLD10,491$3.3M2.28%
12CROWDSTRIKE HLDGS INCCRWD5,157$2.5M1.74%
13HOME DEPOT INCHD6,058$2.5M1.69%
14WASTE MGMT INC DEL94106L1097,671$1.7M1.17%
15AMERICAN EXPRESS COAXP5,044$1.7M1.15%
16SPDR S&P 500 ETF TRSPY2,504$1.7M1.15%
17BROADCOM INCAVGO5,021$1.7M1.14%
18BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M1.04%
19UBER TECHNOLOGIES INCUBER15,230$1.5M1.03%
20META PLATFORMS INCMETA1,565$1.1M0.79%
21ISHARES TR4642871687,715$1.1M0.76%
22PALO ALTO NETWORKS INCPANW5,250$1.1M0.74%
23TESLA INCTSLA2,400$1.1M0.74%
24PROCTER AND GAMBLE CO7427181096,480$995,6520.69%
25ABBVIE INCABBV4,226$978,4890.67%
26NETFLIX INCNFLX786$942,3520.65%
27MCDONALDS CORPMCD2,984$906,6800.62%
28JOHNSON & JOHNSONJNJ4,395$814,8380.56%
29MERCK & CO INCMRK9,330$783,0350.54%
30SALESFORCE INCCRM3,213$761,4050.52%
31ISHARES TR4642876552,995$724,6710.50%
32VISA INCV1,835$626,4330.43%
33CHEVRON CORP NEWCVX3,618$561,7840.39%
34CISCO SYS INCCSCO7,905$540,8290.37%
35ISHARES TR4642874995,468$527,9360.36%
36KIMBERLY-CLARK CORPKMB3,912$486,4190.34%
37HONEYWELL INTL INC4385161062,225$468,3630.32%
38INTERNATIONAL BUSINESS MACHSINTR1,593$449,4810.31%
39WALMART INCWMT4,080$420,4590.29%
40INVESCO QQQ TRIVZ683$409,8880.28%
41PUBLIC STORAGE OPER COPSA-PS1,300$375,5050.26%
42J P MORGAN EXCHANGE TRADED F46654Q2036,150$353,7480.24%
43BANK AMERICA CORP0605051046,605$340,7600.23%
44SNOWFLAKE INCSNOW1,505$339,4530.23%
45SELECT SECTOR SPDR TR81369Y8031,175$331,1860.23%
46VERIZON COMMUNICATIONS INCVZ7,306$321,0790.22%
47ISHARES TR4642878042,660$316,0880.22%
48SHOPIFY INCSHOP2,125$315,7970.22%
49SPDR SERIES TRUST78468R86116,022$309,0650.21%
50TAIWAN SEMICONDUCTOR MFG LTD8740391001,090$304,4270.21%
51SCHWAB CHARLES CORPSCHW-PJ3,167$302,3420.21%
52CONSOLIDATED EDISON INCED3,000$301,5600.21%
53VANGUARD WHITEHALL FDS9219464062,107$296,9820.20%
54ISHARES TR4642884142,739$291,6770.20%
55ARISTA NETWORKS INCANET1,850$269,5640.19%
56BLACKSTONE INCBX1,423$243,1870.17%
57DANAHER CORPORATION2358511021,170$231,9650.16%
58ALLSTATE CORPALL-PJ950$203,9180.14%
59CATERPILLAR INCCAT426$203,4970.14%
60PALANTIR TECHNOLOGIES INCPLTR1,115$203,3990.14%
61SYSCO CORPSYY2,450$201,7330.14%
62VANGUARD INTL EQUITY INDEX F9220428583,692$200,0110.14%
63VANGUARD INDEX FDS92290874410,158$37,2090.03%
64CARISMA THERAPEUTICS INCCARM24,001$6,5770.00%