The Analysis of BLODGETT WEALTH ADVISORS, LLC's Holdings
Currently, BLODGETT WEALTH ADVISORS, LLC holds 61 types of securities in its portfolio with a total value $143.3M. In the most recent quarter, they have increased their positions in NFLX (+8.9K shares, valued at $838.6K), UBER (+7.7K shares, valued at $632.8K), WFC (+2.8K shares, valued at $265.2K); decreased their positions in LLY (-255 shares, valued at $274.0K), AAPL (-823 shares, valued at $223.7K), N/A (-585 shares, valued at $183.1K); initiated new positions in WFC (+2.8K shares, valued at $265.2K), GS (+249 shares, valued at $218.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR48.6K shares-0.46%2025-12-312026-01-29
NVDA NVIDIA CORPORATION91.8K shares-0.75%2025-12-312026-01-29 AAPL APPLE INC58.9K shares-1.38%2025-12-312026-01-29 MSFT MICROSOFT CORP24.5K shares-1.34%2025-12-312026-01-29 ALPHABET INC ALPHABET INC33.5K shares-1.72%2025-12-312026-01-29 AMZN AMAZON COM INC41.2K shares-0.11%2025-12-312026-01-29 LLY ELI LILLY & CO4.2K shares-5.73%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW4.9K shares4.72%2025-12-312026-01-29 IVV ISHARES TR5.6K shares5.64%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.10.5K shares0.02%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC5.1K shares-0.19%2025-12-312026-01-29 HD HOME DEPOT INC6.0K shares-0.97%2025-12-312026-01-29 VTV VANGUARD INDEX FDS10.3K shares1.33%2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC23.0K shares50.85%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO5.0K shares0.00%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR2.5K shares0.00%2025-12-312026-01-29 WM WASTE MGMT INC DEL7.7K shares0.00%2025-12-312026-01-29 BROADCOM INC BROADCOM INC4.8K shares-3.88%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-29 META META PLATFORMS INC1.9K shares24.28%2025-12-312026-01-29 TSLA TESLA INC2.4K shares0.00%2025-12-312026-01-29 DVY ISHARES TR7.5K shares-2.59%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC5.5K shares4.29%2025-12-312026-01-29 ABBV ABBVIE INC4.2K shares-1.18%2025-12-312026-01-29 NFLX NETFLIX INC9.7K shares1137.91%2025-12-312026-01-29 MCD MCDONALDS CORP3.0K shares0.00%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON4.4K shares0.00%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO6.3K shares-3.09%2025-12-312026-01-29 CRM SALESFORCE INC2.9K shares-8.56%2025-12-312026-01-29 IWM ISHARES TR3.0K shares0.00%2025-12-312026-01-29 ALPHABET INC ALPHABET INC2.3K shares0.00%2025-12-312026-01-29 V VISA INC1.8K shares0.00%2025-12-312026-01-29 CSCO CISCO SYS INC7.9K shares0.03%2025-12-312026-01-29 CVX CHEVRON CORP NEW3.6K shares-0.61%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-12-312026-01-29 WMT WALMART INC4.1K shares0.00%2025-12-312026-01-29 HON HONEYWELL INTL INC2.2K shares0.00%2025-12-312026-01-29 IWR ISHARES TR4.3K shares-20.45%2025-12-312026-01-29 KMB KIMBERLY-CLARK CORP4.1K shares5.11%2025-12-312026-01-29 SNOW SNOWFLAKE INC1.8K shares16.61%2025-12-312026-01-29 BAC BANK AMERICA CORP6.6K shares0.06%2025-12-312026-01-29 JEPQ J P MORGAN EXCHANGE TRADED F6.2K shares0.00%2025-12-312026-01-29 SHOP SHOPIFY INC2.1K shares0.00%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR2.4K shares100.00%2025-12-312026-01-29 PSA PUBLIC STORAGE OPER CO1.3K shares0.00%2025-12-312026-01-29 IJR ISHARES TR2.7K shares1.32%2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP3.2K shares0.00%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K shares-6.88%2025-12-312026-01-29 VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2025-12-312026-01-29 ED CONSOLIDATED EDISON INC3.0K shares0.00%2025-12-312026-01-29 MUB ISHARES TR2.7K shares0.00%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC6.8K shares-6.84%2025-12-312026-01-29 TIPX SPDR SERIES TRUST14.1K shares-11.72%2025-12-312026-01-29 DHR DANAHER CORPORATION1.2K shares0.00%2025-12-312026-01-29 WFC WELLS FARGO CO NEW2.8K sharesnew addition2025-12-312026-01-29 CAT CATERPILLAR INC415 shares-2.58%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC249 sharesnew addition2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available