Blodgett Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Blodgett Wealth Advisors, LLCInvestment ActivityBlodgett Wealth Advisors, LLC has $117.34 million in total holdings as of March 31, 2025.Blodgett Wealth Advisors, LLC owns shares of 61 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.54% of the portfolio was purchased this quarter.About 4.56% of the portfolio was sold this quarter.This quarter, Blodgett Wealth Advisors, LLC has purchased 59 new stocks and bought additional shares in 15 stocks.Blodgett Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $18,985,428Apple $14,353,885NVIDIA $10,920,055Microsoft $10,066,294Amazon.com $8,166,340 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $1,596,884 Holding90353T100 - Uber Technologies $1,036,070 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $331,392 Holding126650100 - CVS Health $200,879 Holding Largest Purchases this Quarter Amazon.com 12,366 shares (about $2.35M)Berkshire Hathaway 2 shares (about $1.60M)Uber Technologies 14,220 shares (about $1.04M)JPMorgan Nasdaq Equity Premium Income ETF 6,400 shares (about $331.39K)iShares Core S&P 500 ETF 508 shares (about $285.44K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 3,607 shares (about $1.30M)Apple 4,038 shares (about $896.97K)NVIDIA 5,805 shares (about $629.15K)Microsoft 1,067 shares (about $400.53K)Merck & Co., Inc. 3,224 shares (about $289.39K) 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$18,985,428$1,302,454 ▼-6.4%52,57816.2%ETFAAPLApple$14,353,885$896,965 ▼-5.9%64,61912.2%Computer and TechnologyNVDANVIDIA$10,920,055$629,147 ▼-5.4%100,7579.3%Computer and TechnologyMSFTMicrosoft$10,066,294$400,535 ▼-3.8%26,8168.6%Computer and TechnologyAMZNAmazon.com$8,166,340$2,352,755 ▲40.5%42,9227.0%Retail/WholesaleGOOGLAlphabet$6,683,823$160,980 ▼-2.4%43,2225.7%Computer and TechnologyLLYEli Lilly and Company$4,147,540$103,234 ▼-2.4%5,0223.5%MedicalCOSTCostco Wholesale$4,062,920$63,365 ▼-1.5%4,2963.5%Retail/WholesaleIVViShares Core S&P 500 ETF$2,714,447$285,436 ▲11.8%4,8312.3%ETFJPMJPMorgan Chase & Co.$2,701,514$61,571 ▲2.3%11,0132.3%FinanceHDHome Depot$2,134,716$193,499 ▲10.0%5,8251.8%Retail/WholesaleWMWaste Management$1,808,3250.0%7,8111.5%Business ServicesCRWDCrowdStrike$1,788,286$130,455 ▲7.9%5,0721.5%Computer and TechnologyVTVVanguard Value ETF$1,753,798$49,748 ▲2.9%10,1531.5%ETFBRK.ABerkshire Hathaway$1,596,884$1,596,884 ▲New Holding21.4%FinanceAXPAmerican Express$1,522,5540.0%5,6591.3%FinanceDVYiShares Select Dividend ETF$1,418,7580.0%10,5651.2%ETFSPYSPDR S&P 500 ETF Trust$1,400,7130.0%2,5041.2%FinancePGProcter & Gamble$1,138,406$136,336 ▼-10.7%6,6801.0%Consumer StaplesUBERUber Technologies$1,036,070$1,036,070 ▲New Holding14,2200.9%Computer and TechnologyMRKMerck & Co., Inc.$984,758$289,387 ▼-22.7%10,9710.8%MedicalAVGOBroadcom$923,501$14,733 ▲1.6%5,5160.8%Computer and TechnologyABBVAbbVie$885,4320.0%4,2260.8%MedicalMETAMeta Platforms$881,831$109,508 ▲14.2%1,5300.8%Computer and TechnologyTSLATesla$855,228$9,071 ▲1.1%3,3000.7%Auto/Tires/TrucksMCDMcDonald's$853,827$15,621 ▼-1.8%2,7330.7%Retail/WholesalePANWPalo Alto Networks$844,6680.0%4,9500.7%Computer and TechnologyJNJJohnson & Johnson$811,570$17,578 ▲2.2%4,8940.7%MedicalCRMSalesforce$808,445$10,464 ▼-1.3%3,0130.7%Computer and TechnologyVVisa$713,187$254,084 ▼-26.3%2,0350.6%Business ServicesNFLXNetflix$652,771$60,614 ▲10.2%7000.6%Consumer DiscretionaryCVXChevron$605,196$37,637 ▼-5.9%3,6180.5%EnergyIWMiShares Russell 2000 ETF$597,4730.0%2,9950.5%FinanceKMBKimberly-Clark$556,3650.0%3,9120.5%Consumer StaplesCSCOCisco Systems$487,499$123 ▲0.0%7,9000.4%Computer and TechnologyHONHoneywell International$471,1440.0%2,2250.4%Multi-Sector ConglomeratesIWRiShares Russell Mid-Cap ETF$465,1630.0%5,4680.4%ETFIBMInternational Business Machines$396,1160.0%1,5930.3%Computer and TechnologyPSAPublic Storage$389,0770.0%1,3000.3%FinanceBACBank of America$380,047$209 ▲0.1%9,1070.3%FinanceWMTWalmart$357,562$37,486 ▲11.7%4,0730.3%Retail/WholesaleGOOGAlphabet$353,080$9,374 ▲2.7%2,2600.3%Computer and TechnologyVZVerizon Communications$347,256$49,893 ▼-12.6%7,6560.3%Computer and TechnologyEDConsolidated Edison$331,7700.0%3,0000.3%UtilitiesJEPQJPMorgan Nasdaq Equity Premium Income ETF$331,392$331,392 ▲New Holding6,4000.3%ETFQQQInvesco QQQ$320,0890.0%6830.3%FinanceTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$311,0700.0%16,2100.3%ETFDHRDanaher$301,3500.0%1,4700.3%MedicalIJRiShares Core S&P Small-Cap ETF$284,4310.0%2,7200.2%ETFCATCaterpillar$272,5750.0%8260.2%IndustrialsVYMVanguard High Dividend Yield ETF$271,7190.0%2,1070.2%ETFQCOMQUALCOMM$263,4420.0%1,7150.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$258,1000.0%1,2500.2%ETFARISTA NETWORKS INC$247,9360.0%3,2000.2%COM SHSSCHWCharles Schwab$247,9030.0%3,1670.2%FinanceDFAUDimensional US Core Equity Market ETF$233,4080.0%6,0720.2%ETFSHOPShopify$221,9910.0%2,3250.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$201,6900.0%1,2150.2%Computer and TechnologyCVSCVS Health$200,879$200,879 ▲New Holding2,9650.2%MedicalCHPTChargePoint$8,6940.0%14,3700.0%Auto/Tires/TrucksCARMCarisma Therapeutics$7,4410.0%24,0010.0%MedicalAMDAdvanced Micro Devices$0$755,784 ▼-100.0%00.0%Computer and TechnologyBXBlackstone$0$241,464 ▼-100.0%00.0%FinanceShowing 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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