Filed: 4/17/2025ACC: 0001085146-25-002131
📋 What this filing means
BLODGETT WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $117.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$117.34M
Total AUM (reported)
614.24K
Total Shares
Allocation by class
COM$75.29M64.2%
RUS 1000 GRW ETF$18.99M16.2%
CAP STK CL A$6.68M5.7%
CL A$4.49M3.8%
CORE S&P500 ETF$2.71M2.3%
VALUE ETF$1.75M1.5%
SELECT DIVID ETF$1.42M1.2%
Portfolio Concentration
Top 3$44.26M37.7%
4–10$38.54M32.8%
11–25$20.13M17.2%
Rest$14.41M12.3%
Top 3 weight
37.7%
Top 10 weight
70.6%
Voting Authority Distribution
Total shares with voting rights: 614.24K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
614.24K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings61
Rows:
ISHARES TR
SOLEShares52.58K
TypeSH
Market value$18.99M
16.18%
Sole
0.00
Shared
0.00
None
52.58K
APPLE INC
SOLEShares64.62K
TypeSH
Market value$14.35M
12.23%
Sole
0.00
Shared
0.00
None
64.62K
NVIDIA CORPORATION
SOLEShares100.76K
TypeSH
Market value$10.92M
9.31%
Sole
0.00
Shared
0.00
None
100.76K
MICROSOFT CORP
SOLEShares26.82K
TypeSH
Market value$10.07M
8.58%
Sole
0.00
Shared
0.00
None
26.82K
AMAZON COM INC
SOLEShares42.92K
TypeSH
Market value$8.17M
6.96%
Sole
0.00
Shared
0.00
None
42.92K
ALPHABET INC
SOLEShares43.22K
TypeSH
Market value$6.68M
5.70%
Sole
0.00
Shared
0.00
None
43.22K
ELI LILLY & CO
SOLEShares5.02K
TypeSH
Market value$4.15M
3.53%
Sole
0.00
Shared
0.00
None
5.02K
COSTCO WHSL CORP NEW
SOLEShares4.30K
TypeSH
Market value$4.06M
3.46%
Sole
0.00
Shared
0.00
None
4.30K
ISHARES TR
SOLEShares4.83K
TypeSH
Market value$2.71M
2.31%
Sole
0.00
Shared
0.00
None
4.83K
JPMORGAN CHASE & CO.
SOLEShares11.01K
TypeSH
Market value$2.70M
2.30%
Sole
0.00
Shared
0.00
None
11.01K
HOME DEPOT INC
SOLEShares5.83K
TypeSH
Market value$2.13M
1.82%
Sole
0.00
Shared
0.00
None
5.83K
WASTE MGMT INC DEL
SOLEShares7.81K
TypeSH
Market value$1.81M
1.54%
Sole
0.00
Shared
0.00
None
7.81K
CROWDSTRIKE HLDGS INC
SOLEShares5.07K
TypeSH
Market value$1.79M
1.52%
Sole
0.00
Shared
0.00
None
5.07K
VANGUARD INDEX FDS
SOLEShares10.15K
TypeSH
Market value$1.75M
1.49%
Sole
0.00
Shared
0.00
None
10.15K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.60M
1.36%
Sole
0.00
Shared
0.00
None
2.00
AMERICAN EXPRESS CO
SOLEShares5.66K
TypeSH
Market value$1.52M
1.30%
Sole
0.00
Shared
0.00
None
5.66K
ISHARES TR
SOLEShares10.56K
TypeSH
Market value$1.42M
1.21%
Sole
0.00
Shared
0.00
None
10.56K
SPDR S&P 500 ETF TR
SOLEShares2.50K
TypeSH
Market value$1.40M
1.19%
Sole
0.00
Shared
0.00
None
2.50K
PROCTER AND GAMBLE CO
SOLEShares6.68K
TypeSH
Market value$1.14M
0.97%
Sole
0.00
Shared
0.00
None
6.68K
UBER TECHNOLOGIES INC
SOLEShares14.22K
TypeSH
Market value$1.04M
0.88%
Sole
0.00
Shared
0.00
None
14.22K
MERCK & CO INC
SOLEShares10.97K
TypeSH
Market value$984.8K
0.84%
Sole
0.00
Shared
0.00
None
10.97K
BROADCOM INC
SOLEShares5.52K
TypeSH
Market value$923.5K
0.79%
Sole
0.00
Shared
0.00
None
5.52K
ABBVIE INC
SOLEShares4.23K
TypeSH
Market value$885.4K
0.75%
Sole
0.00
Shared
0.00
None
4.23K
META PLATFORMS INC
SOLEShares1.53K
TypeSH
Market value$881.8K
0.75%
Sole
0.00
Shared
0.00
None
1.53K
TESLA INC
SOLEShares3.30K
TypeSH
Market value$855.2K
0.73%
Sole
0.00
Shared
0.00
None
3.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 52.58K | SH | $18.99M 16.18% | 0.00 | 0.00 | 52.58K |
APPLE INCSOLE | COM | 64.62K | SH | $14.35M 12.23% | 0.00 | 0.00 | 64.62K |
NVIDIA CORPORATIONSOLE | COM | 100.76K | SH | $10.92M 9.31% | 0.00 | 0.00 | 100.76K |
MICROSOFT CORPSOLE | COM | 26.82K | SH | $10.07M 8.58% | 0.00 | 0.00 | 26.82K |
AMAZON COM INCSOLE | COM | 42.92K | SH | $8.17M 6.96% | 0.00 | 0.00 | 42.92K |
ALPHABET INCSOLE | CAP STK CL A | 43.22K | SH | $6.68M 5.70% | 0.00 | 0.00 | 43.22K |
ELI LILLY & COSOLE | COM | 5.02K | SH | $4.15M 3.53% | 0.00 | 0.00 | 5.02K |
COSTCO WHSL CORP NEWSOLE | COM | 4.30K | SH | $4.06M 3.46% | 0.00 | 0.00 | 4.30K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.83K | SH | $2.71M 2.31% | 0.00 | 0.00 | 4.83K |
JPMORGAN CHASE & CO.SOLE | COM | 11.01K | SH | $2.70M 2.30% | 0.00 | 0.00 | 11.01K |
HOME DEPOT INCSOLE | COM | 5.83K | SH | $2.13M 1.82% | 0.00 | 0.00 | 5.83K |
WASTE MGMT INC DELSOLE | COM | 7.81K | SH | $1.81M 1.54% | 0.00 | 0.00 | 7.81K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 5.07K | SH | $1.79M 1.52% | 0.00 | 0.00 | 5.07K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 10.15K | SH | $1.75M 1.49% | 0.00 | 0.00 | 10.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.60M 1.36% | 0.00 | 0.00 | 2.00 |
AMERICAN EXPRESS COSOLE | COM | 5.66K | SH | $1.52M 1.30% | 0.00 | 0.00 | 5.66K |
ISHARES TRSOLE | SELECT DIVID ETF | 10.56K | SH | $1.42M 1.21% | 0.00 | 0.00 | 10.56K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.50K | SH | $1.40M 1.19% | 0.00 | 0.00 | 2.50K |
PROCTER AND GAMBLE COSOLE | COM | 6.68K | SH | $1.14M 0.97% | 0.00 | 0.00 | 6.68K |
UBER TECHNOLOGIES INCSOLE | COM | 14.22K | SH | $1.04M 0.88% | 0.00 | 0.00 | 14.22K |
MERCK & CO INCSOLE | COM | 10.97K | SH | $984.8K 0.84% | 0.00 | 0.00 | 10.97K |
BROADCOM INCSOLE | COM | 5.52K | SH | $923.5K 0.79% | 0.00 | 0.00 | 5.52K |
ABBVIE INCSOLE | COM | 4.23K | SH | $885.4K 0.75% | 0.00 | 0.00 | 4.23K |
META PLATFORMS INCSOLE | CL A | 1.53K | SH | $881.8K 0.75% | 0.00 | 0.00 | 1.53K |
TESLA INCSOLE | COM | 3.30K | SH | $855.2K 0.73% | 0.00 | 0.00 | 3.30K |
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