BLODGETT WEALTH ADVISORS, LLC
64 holdingsFiling period: 2026-03-31Current AUM: $148.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 42.0K | $17.9M | $19.9M | 13.43% | -6,620 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 89.2K | $15.6M | $17.9M | 12.10% | -2,630 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 57.1K | $14.5M | $17.6M | 11.92% | -1,800 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 31.5K | $9.0M | $11.2M | 7.57% | -2,010 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 40.7K | $8.5M | $11.0M | 7.46% | -520 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 22.8K | $8.5M | $10.6M | 7.17% | -1,699 | 2026-03-31 |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 4.6K | $4.6M | $4.4M | 2.98% | -269 | 2026-03-31 |
| 8 | IVV | ISHARES TR | 5.7K | $3.7M | $4.3M | 2.91% | +115 | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 3.8K | $3.5M | $4.3M | 2.92% | -438 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 10.8K | $3.2M | $3.8M | 2.56% | +297 | 2026-03-31 |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | 6.0K | $2.3M | $4.6M | 3.10% | +872 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 10.3K | $2.0M | $2.3M | 1.53% | +5 | 2026-03-31 |
| 13 | UBER | UBER TECHNOLOGIES INC | 25.1K | $1.8M | $1.8M | 1.19% | +2.1K | 2026-03-31 |
| 14 | HD | HOME DEPOT INC | 5.0K | $1.6M | $1.7M | 1.12% | -998 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 2.5K | $1.6M | $1.9M | 1.26% | -- | 2026-03-31 |
| 16 | AXP | AMERICAN EXPRESS CO | 5.0K | $1.5M | $1.7M | 1.15% | -- | 2026-03-31 |
| 17 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 0.97% | -- | 2026-03-31 |
| 18 | AVGO | BROADCOM INC | 4.1K | $1.3M | $1.6M | 1.08% | -700 | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 2.0K | $1.1M | $1.1M | 0.75% | +50 | 2026-03-31 |
| 20 | DVY | ISHARES TR | 7.5K | $1.1M | $1.2M | 0.82% | -- | 2026-03-31 |
| 21 | MRK | MERCK & CO INC | 9.3K | $1.1M | $1.2M | 0.82% | +2 | 2026-03-31 |
| 22 | WM | WASTE MGMT INC DEL | 4.8K | $1.1M | $1.1M | 0.73% | -2,875 | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 4.4K | $1.1M | $1.1M | 0.76% | -- | 2026-03-31 |
| 24 | PANW | PALO ALTO NETWORKS INC | 5.9K | $945K | $2.0M | 1.32% | +425 | 2026-03-31 |
| 25 | NFLX | NETFLIX INC. | 9.7K | $935K | $697K | 0.47% | -- | 2026-03-31 |
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