Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Blodgett Wealth Advisors, LLCInvestment ActivityBlodgett Wealth Advisors, LLC has $127.54 million in total holdings as of December 31, 2024.Blodgett Wealth Advisors, LLC owns shares of 59 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Blodgett Wealth Advisors, LLC has purchased 59 new stocks and bought additional shares in 24 stocks.Blodgett Wealth Advisors, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $22,562,633Apple $17,193,025NVIDIA $14,310,225Microsoft $11,752,801Alphabet $8,379,050 Largest New Holdings this Quarter ARISTA NETWORKS INC $353,696 HoldingShopify $247,218 HoldingChargePoint $15,376 Holding Largest Purchases this Quarter Eli Lilly and Company 782 shares (about $603.68K)Palo Alto Networks 2,850 shares (about $518.59K)Amazon.com 1,725 shares (about $378.45K)ARISTA NETWORKS INC 3,200 shares (about $353.70K)iShares Core S&P 500 ETF 475 shares (about $279.61K) Largest Sales this Quarter Visa 405 shares (about $128.00K)JPMorgan Chase & Co. 499 shares (about $119.62K)Procter & Gamble 500 shares (about $83.83K)Merck & Co., Inc. 692 shares (about $68.84K)American Express 57 shares (about $16.92K) 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$22,562,633$24,496 ▲0.1%56,18517.7%ETFAAPLApple$17,193,025$22,788 ▲0.1%68,65713.5%Computer and TechnologyNVDANVIDIA$14,310,225$190,961 ▲1.4%106,56211.2%Computer and TechnologyMSFTMicrosoft$11,752,801$11,381 ▲0.1%27,8839.2%Computer and TechnologyGOOGLAlphabet$8,379,050$274,487 ▲3.4%44,2636.6%Computer and TechnologyAMZNAmazon.com$6,703,681$378,448 ▲6.0%30,5565.3%Retail/WholesaleCOSTCostco Wholesale$3,997,472$160,339 ▲4.2%4,3633.1%Retail/WholesaleLLYEli Lilly and Company$3,973,315$603,678 ▲17.9%5,1473.1%MedicalJPMJPMorgan Chase & Co.$2,579,778$119,616 ▼-4.4%10,7622.0%FinanceIVViShares Core S&P 500 ETF$2,544,768$279,612 ▲12.3%4,3232.0%ETFHDHome Depot$2,060,606$116,704 ▲6.0%5,2971.6%Retail/WholesaleAXPAmerican Express$1,679,535$16,917 ▼-1.0%5,6591.3%FinanceVTVVanguard Value ETF$1,670,169$677 ▲0.0%9,8651.3%ETFCRWDCrowdStrike$1,608,837$153,972 ▲10.6%4,7021.3%Computer and TechnologyWMWaste Management$1,576,1820.0%7,8111.2%Business ServicesSPYSPDR S&P 500 ETF Trust$1,467,5450.0%2,5041.2%FinanceMRKMerck & Co., Inc.$1,412,074$68,838 ▼-4.6%14,1951.1%MedicalDVYiShares Select Dividend ETF$1,387,0640.0%10,5651.1%ETFTSLATesla$1,318,538$16,154 ▼-1.2%3,2651.0%Auto/Tires/TrucksAVGOBroadcom$1,258,368$236,466 ▲23.1%5,4281.0%Computer and TechnologyPGProcter & Gamble$1,254,022$83,825 ▼-6.3%7,4801.0%Consumer StaplesCRMSalesforce$1,020,537$142,113 ▲16.2%3,0520.8%Computer and TechnologyPANWPalo Alto Networks$900,702$518,586 ▲135.7%4,9500.7%Computer and TechnologyVVisa$872,271$127,996 ▼-12.8%2,7600.7%Business ServicesMCDMcDonald's$806,847$14,496 ▼-1.8%2,7830.6%Retail/WholesaleMETAMeta Platforms$784,584$228,349 ▲41.1%1,3400.6%Computer and TechnologyAMDAdvanced Micro Devices$755,784$24,158 ▲3.3%6,2570.6%Computer and TechnologyABBVAbbVie$750,9610.0%4,2260.6%MedicalJNJJohnson & Johnson$692,4830.0%4,7880.5%MedicalIWMiShares Russell 2000 ETF$661,7760.0%2,9950.5%FinanceNFLXNetflix$565,989$187,177 ▲49.4%6350.4%Consumer DiscretionaryCVXChevron$556,569$14,483 ▼-2.5%3,8430.4%Oils/EnergyKMBKimberly-Clark$512,6290.0%3,9120.4%Consumer StaplesHONHoneywell International$502,6060.0%2,2250.4%Multi-Sector ConglomeratesIWRiShares Russell Mid-Cap ETF$483,3720.0%5,4680.4%ETFCSCOCisco Systems$467,534$414 ▲0.1%7,8980.4%Computer and TechnologyGOOGAlphabet$418,9680.0%2,2000.3%Computer and TechnologyBACBank of America$400,041$220 ▲0.1%9,1020.3%FinancePSAPublic Storage$389,2720.0%1,3000.3%FinanceARISTA NETWORKS INC$353,696$353,696 ▲New Holding3,2000.3%COM SHSIBMInternational Business Machines$350,190$5,496 ▼-1.5%1,5930.3%Computer and TechnologyVZVerizon Communications$350,134$6,598 ▼-1.8%8,7560.3%Computer and TechnologyQQQInvesco QQQ$348,970$511 ▲0.1%6830.3%FinanceDHRDanaher$337,4390.0%1,4700.3%MedicalWMTWalmart$329,423$31,623 ▲10.6%3,6460.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$313,399$31,686 ▲11.2%2,7200.2%ETFCATCaterpillar$299,8150.0%8260.2%Industrial ProductsTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$299,7230.0%16,2100.2%ETFXLKTechnology Select Sector SPDR Fund$290,6500.0%1,2500.2%ETFVYMVanguard High Dividend Yield ETF$268,8330.0%2,1070.2%ETFEDConsolidated Edison$267,6900.0%3,0000.2%UtilitiesQCOMQUALCOMM$263,4590.0%1,7150.2%Computer and TechnologySHOPShopify$247,218$247,218 ▲New Holding2,3250.2%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$245,8560.0%6,0720.2%ETFBXBlackstone$241,464$517 ▲0.2%1,4000.2%FinanceTSMTaiwan Semiconductor Manufacturing$239,9510.0%1,2150.2%Computer and TechnologySCHWCharles Schwab$234,3810.0%3,1670.2%FinanceCHPTChargePoint$15,376$15,376 ▲New Holding14,3700.0%Auto/Tires/TrucksCARMCarisma Therapeutics$10,052$419 ▼-4.0%24,0010.0%MedicalCVSCVS Health$0$410,292 ▼-100.0%00.0%MedicalPFEPfizer$0$389,568 ▼-100.0%00.0%MedicalANETArista Networks$0$307,056 ▼-100.0%00.0%Computer and TechnologyShowing 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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