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The Analysis of BLODGETT WEALTH ADVISORS, LLC's Holdings & P&L

Currently, BLODGETT WEALTH ADVISORS, LLC holds 64 types of securities in its portfolio with a total value $126.2M. In the most recent quarter, they have increased their positions in CRWD (+872 shares, valued at $340.4K), XLE (+4.3K shares, valued at $260.4K), PLTR (+1.7K shares, valued at $252.3K); decreased their positions in IWF (-6.6K shares, valued at $2.8M), WM (-2.9K shares, valued at $660.6K), MSFT (-1.7K shares, valued at $628.9K); initiated new positions in XLE (+4.3K shares, valued at $260.4K), PLTR (+1.7K shares, valued at $252.3K), INTC (+5.2K shares, valued at $231.6K).

1M P&L

-51.3M-27.96%

3M P&L

-44.6M-25.25%

HY P&L

-48.7M-26.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A31.4M

27.6%

2Semiconductors16.1M

14.2%

3Consumer Electronics14.5M

12.8%

Top Industries by Stock Count

1N/A16 stocks

27.6%

2Software - Infrastructure4 stocks

6.9%

3Software - Application4 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR42.0K shares-13.62%2026-03-312026-04-30

NVDA NVIDIA CORPORATION89.2K shares-2.86%2026-03-312026-04-30

AAPL APPLE INC57.1K shares-3.06%2026-03-312026-04-30

ALPHABET INC ALPHABET INC31.5K shares-6.01%2026-03-312026-04-30

AMZN AMAZON COM INC40.7K shares-1.26%2026-03-312026-04-30

MSFT MICROSOFT CORP22.8K shares-6.92%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION4.6K shares-5.49%2026-03-312026-04-30

IVV ISHARES TR5.7K shares2.05%2026-03-312026-04-30

Sponsored

LLY ELI LILLY & CO3.8K shares-10.44%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO10.8K shares2.83%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC6.0K shares16.94%2026-03-312026-04-30

VTV VANGUARD INDEX FDS10.3K shares0.05%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC25.1K shares9.16%2026-03-312026-04-30

HD HOME DEPOT INC5.0K shares-16.64%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T2.5K shares0.00%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO5.0K shares0.00%2026-03-312026-04-30

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-30

BROADCOM INC BROADCOM INC4.1K shares-14.50%2026-03-312026-04-30

META META PLATFORMS INC2.0K shares2.57%2026-03-312026-04-30

DVY ISHARES TR7.5K shares0.00%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC9.3K shares0.02%2026-03-312026-04-30

WM WASTE MGMT INC DEL4.8K shares-37.48%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON4.4K shares0.00%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC5.9K shares7.76%2026-03-312026-04-30

Sponsored

NFLX NETFLIX INC.9.7K shares0.00%2026-03-312026-04-30

MCD MCDONALDS CORP3.0K shares0.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO6.3K shares0.00%2026-03-312026-04-30

TSLA TESLA INC2.3K shares-4.17%2026-03-312026-04-30

IWM ISHARES TR3.0K shares0.00%2026-03-312026-04-30

CVX CHEVRON CORPORATION3.5K shares-2.78%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.3K shares0.00%2026-03-312026-04-30

CSCO CISCO SYS INC7.7K shares-3.14%2026-03-312026-04-30

Sponsored

V VISA INC1.8K shares0.00%2026-03-312026-04-30

CRM SALESFORCE INC2.9K shares0.00%2026-03-312026-04-30

WMT WALMART INC4.1K shares0.05%2026-03-312026-04-30

HON HONEYWELL INTL INC2.2K shares0.00%2026-03-312026-04-30

ABBV ABBVIE INC2.2K shares-47.89%2026-03-312026-04-30

IWR ISHARES TR4.3K shares0.00%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP4.2K shares0.97%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2026-03-312026-04-30

Sponsored

INVESCO QQQ TR INVESCO QQQ TR633 shares0.00%2026-03-312026-04-30

JEPQ J P MORGAN EXCHANGE TRADED F6.3K shares3.25%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO1.3K shares0.00%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC6.8K shares0.00%2026-03-312026-04-30

ED CONSOLIDATED EDISON INC3.0K shares0.00%2026-03-312026-04-30

IJR ISHARES TR2.7K shares0.00%2026-03-312026-04-30

BAC BANK AMERICA CORP6.6K shares0.08%2026-03-312026-04-30

Sponsored

SNOW SNOWFLAKE INC2.1K shares21.37%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP3.2K shares0.00%2026-03-312026-04-30

CAT CATERPILLAR INC415 shares0.00%2026-03-312026-04-30

MUB ISHARES TR2.7K shares0.00%2026-03-312026-04-30

TIPX SPDR SERIES TRUST14.1K shares0.00%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-04-30

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-04-30

SHOP SHOPIFY INC2.1K shares0.00%2026-03-312026-04-30

INTC INTEL CORP5.2K sharesnew addition2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC1.9K shares0.00%2026-03-312026-04-30

WFC WELLS FARGO & CO2.8K shares0.00%2026-03-312026-04-30

DHR DANAHER CORP DEL1.2K shares0.00%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC250 shares0.40%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2026-03-312026-04-30

Sponsored

IWF

ISHARES TR

-13.62%

Shares42.0K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-2.86%

Shares89.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-3.06%

Shares57.1K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-6.01%

Shares31.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-1.26%

Shares40.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-6.92%

Shares22.8K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

-5.49%

Shares4.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

2.05%

Shares5.7K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

-10.44%

Shares3.8K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

2.83%

Shares10.8K

Event2026-03-31

Filed2026-04-30

CRWD

CROWDSTRIKE HLDGS INC

16.94%

Shares6.0K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.05%

Shares10.3K

Event2026-03-31

Filed2026-04-30

UBER

UBER TECHNOLOGIES INC

9.16%

Shares25.1K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

-16.64%

Shares5.0K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-30

AXP

AMERICAN EXPRESS CO

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-30

BROADCOM INC

-14.50%

Shares4.1K

Event2026-03-31

Filed2026-04-30