Blodgett Wealth Advisors, LLC
73 holdingsFiling period: 2026-06-30Current AUM: $159.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares TR | 169.4K | $21.0M | $20.7M | 13.04% | +127.5K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 89.5K | $17.9M | $19.4M | 12.19% | +370 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 56.5K | $16.4M | $19.2M | 12.07% | -564 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 31.3K | $11.2M | $10.7M | 6.70% | -147 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 41.0K | $9.8M | $10.8M | 6.76% | +285 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 23.0K | $8.6M | $12.2M | 7.68% | +123 | 2026-06-30 |
| 7 | LLY | Eli Lilly & Co | 3.8K | $4.5M | $4.9M | 3.05% | +20 | 2026-06-30 |
| 8 | COST | Costco Wholesale Corporation | 4.7K | $4.4M | $4.7M | 2.93% | +58 | 2026-06-30 |
| 9 | IVV | iShares TR | 5.8K | $4.4M | $4.5M | 2.83% | +90 | 2026-06-30 |
| 10 | CRWD | Crowdstrike Hldgs Inc | 5.6K | $4.3M | $5.1M | 3.23% | -373 | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 10.9K | $3.6M | $3.7M | 2.30% | +126 | 2026-06-30 |
| 12 | VTV | Vanguard Index Fds | 10.2K | $2.2M | $2.3M | 1.44% | -70 | 2026-06-30 |
| 13 | UBER | Uber Technologies Inc | 27.6K | $2.0M | $1.9M | 1.19% | +2.5K | 2026-06-30 |
| 14 | PANW | Palo Alto Networks Inc | 5.8K | $2.0M | $2.0M | 1.24% | -100 | 2026-06-30 |
| 15 | HD | Home Depot Inc | 5.5K | $1.9M | $1.7M | 1.08% | +451 | 2026-06-30 |
| 16 | SPY | State Str Spdr S&P 500 ETF T | 2.3K | $1.8M | $1.8M | 1.13% | -159 | 2026-06-30 |
| 17 | AXP | American Express Co | 5.0K | $1.7M | $1.6M | 1.01% | -- | 2026-06-30 |
| 18 | BRK-A | Berkshire Hathaway Inc Del | 2 | $1.5M | $1.5M | 0.94% | -- | 2026-06-30 |
| 19 | AVGO | Broadcom Inc | 3.6K | $1.4M | $1.2M | 0.77% | -479 | 2026-06-30 |
| 20 | DVY | iShares TR | 8.4K | $1.3M | $1.3M | 0.85% | +925 | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 3.6K | $1.3M | $1.2M | 0.77% | +1.4K | 2026-06-30 |
| 22 | MRK | Merck & Co Inc | 9.3K | $1.2M | $1.4M | 0.87% | +1 | 2026-06-30 |
| 23 | NFLX | Netflix Inc. | 16.3K | $1.2M | $1.1M | 0.70% | +6.5K | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 2.0K | $1.1M | $1.4M | 0.88% | +21 | 2026-06-30 |
| 25 | JNJ | Johnson & Johnson | 4.4K | $1.1M | $1.1M | 0.72% | +1 | 2026-06-30 |
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