13F-HR filed by BLODGETT WEALTH ADVISORS, LLC
BLODGETT WEALTH ADVISORS, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-28, with 64 holding rows worth $145,186,000.
- Accession
- 0001907826-25-000002
- Filer
- CIK 1907826
- Filed
- 2025-10-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 64 entries on the cover page, a total value of $145,186,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $145,186,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-21561. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 48,831 | $22,873,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 92,497 | $17,258,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 59,710 | $15,204,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 24,879 | $12,886,000 | thousands, detected and multiplied | |
| Amazon.com, Inc | 023135106 | COM | 41,232 | $9,053,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 34,047 | $8,277,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,260 | $8,277,000 | thousands, detected and multiplied | |
| Costco Wholesale Corporation | 22160K105 | COM | 4,683 | $4,335,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 5,322 | $3,562,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 4,452 | $3,397,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,491 | $3,309,000 | thousands, detected and multiplied | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 5,157 | $2,529,000 | thousands, detected and multiplied | |
| Home Depot, Inc | 437076102 | COM | 6,058 | $2,454,000 | thousands, detected and multiplied | |
| Waste Management, Inc. | 94106L109 | COM | 7,671 | $1,694,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 5,044 | $1,675,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 2,504 | $1,668,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 5,021 | $1,656,000 | thousands, detected and multiplied | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,508,000 | thousands, detected and multiplied | |
| Uber Technologies | 90353T100 | COM | 15,230 | $1,492,000 | thousands, detected and multiplied | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,565 | $1,149,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287168 | COM | 7,715 | $1,096,000 | thousands, detected and multiplied | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,250 | $1,069,000 | thousands, detected and multiplied | |
| Tesla Motors, Inc | 88160R101 | COM | 2,400 | $1,067,000 | thousands, detected and multiplied | |
| Procter & Gamble Co | 742718109 | COM | 6,480 | $996,000 | thousands, detected and multiplied | |
| AbbVie,Inc. | 00287Y109 | COM | 4,226 | $978,000 | thousands, detected and multiplied | |
| Netflix, Inc | 64110L106 | COM | 786 | $942,000 | thousands, detected and multiplied | |
| McDonalds Corporation | 580135101 | COM | 2,984 | $907,000 | thousands, detected and multiplied | |
| Johnson & Johnson | 478160104 | COM | 4,395 | $815,000 | thousands, detected and multiplied | |
| Merck & Co.,Inc. | 58933Y105 | COM | 9,330 | $783,000 | thousands, detected and multiplied | |
| Salesforce.com, Inc | 79466L302 | COM | 3,213 | $761,000 | thousands, detected and multiplied | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,995 | $725,000 | thousands, detected and multiplied | |
| Visa Inc | 92826C839 | COM | 1,835 | $626,000 | thousands, detected and multiplied | |
| Chevron Corporation | 166764100 | COM | 3,618 | $562,000 | thousands, detected and multiplied | |
| Cisco Systems,Inc. | 17275R102 | COM | 7,905 | $541,000 | thousands, detected and multiplied | |
| iShares Russell Midcap ETF | 464287499 | SHS | 5,468 | $528,000 | thousands, detected and multiplied | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,912 | $486,000 | thousands, detected and multiplied | |
| Honeywell Technologies | 438516106 | COM | 2,225 | $468,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 1,593 | $449,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 4,080 | $420,000 | thousands, detected and multiplied | |
| INVESCO QQQ TR | 46090E103 | COM | 683 | $410,000 | thousands, detected and multiplied | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 1,300 | $376,000 | thousands, detected and multiplied | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 6,150 | $354,000 | thousands, detected and multiplied | |
| Bank of America Corp | 060505104 | COM | 6,605 | $341,000 | thousands, detected and multiplied | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,505 | $339,000 | thousands, detected and multiplied | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,175 | $331,000 | thousands, detected and multiplied | |
| Verizon Communications Inc | 92343V104 | COM | 7,306 | $321,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,660 | $316,000 | thousands, detected and multiplied | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,125 | $316,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 16,022 | $309,000 | thousands, detected and multiplied | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,090 | $304,000 | thousands, detected and multiplied | |
| Charles Schwab Corp | 808513105 | COM | 3,167 | $302,000 | thousands, detected and multiplied | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 3,000 | $302,000 | thousands, detected and multiplied | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,107 | $297,000 | thousands, detected and multiplied | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 2,739 | $292,000 | thousands, detected and multiplied | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,850 | $270,000 | thousands, detected and multiplied | |
| BLACKSTONE INC | 09260D107 | COM | 1,423 | $243,000 | thousands, detected and multiplied | |
| Danaher Corporation | 235851102 | COM | 1,170 | $232,000 | thousands, detected and multiplied | |
| ALLSTATE CORP COM | 020002101 | Stock | 950 | $204,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 426 | $203,000 | thousands, detected and multiplied | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,115 | $203,000 | thousands, detected and multiplied | |
| SYSCOCORP | 871829107 | COM | 2,450 | $202,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 3,692 | $200,000 | thousands, detected and multiplied | |
| Vanguard Value ETF | 922908744 | SHS | 10,158 | $37,000 | thousands, detected and multiplied | |
| CARISMA THERAPEUTICS INC | 14216R101 | COM | 24,001 | $7,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001907826-25-000002 | this filing | 2025-10-28 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001907826-25-000003 | base | 2025-10-28 | acceptance time not in the bulk data set |