The Analysis of BLODGETT WEALTH ADVISORS, LLC's Holdings
Currently, BLODGETT WEALTH ADVISORS, LLC holds 64 types of securities in its portfolio with a total value $145.2K. In the most recent quarter, they have increased their positions in COST (+447 shares, valued at $413.78283151825747), ANET (+1.9K shares, valued at $270), ALL (+950 shares, valued at $204); decreased their positions in NVDA (-3.4K shares, valued at $642.7647383158372), MSFT (-975 shares, valued at $504.9981912456288), DVY (-2.5K shares, valued at $348.04925469863906); initiated new positions in ANET (+1.9K shares, valued at $270), ALL (+950 shares, valued at $204), PLTR (+1.1K shares, valued at $203). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR48.8K shares-0.82%2025-09-302025-10-28
NVDA NVIDIA CORPORATION92.5K shares-3.59%2025-09-302025-10-28 AAPL APPLE INC59.7K shares-0.99%2025-09-302025-10-28 MSFT MICROSOFT CORP24.9K shares-3.77%2025-09-302025-10-28 AMZN AMAZON COM INC41.2K shares-2.02%2025-09-302025-10-28 GOOG ALPHABET INC2.3K shares0.00%2025-09-302025-10-28 GOOGL ALPHABET INC34.0K shares-2.98%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW4.7K shares10.55%2025-09-302025-10-28 IVV ISHARES TR5.3K shares2.13%2025-09-302025-10-28 LLY ELI LILLY & CO4.5K shares-3.36%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.10.5K shares-5.83%2025-09-302025-10-28 CRWD CROWDSTRIKE HLDGS INC5.2K shares5.42%2025-09-302025-10-28 HD HOME DEPOT INC6.1K shares3.45%2025-09-302025-10-28 WM WASTE MGMT INC DEL7.7K shares0.00%2025-09-302025-10-28 AXP AMERICAN EXPRESS CO5.0K shares-3.35%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR2.5K shares0.00%2025-09-302025-10-28 AVGO BROADCOM INC5.0K shares-7.72%2025-09-302025-10-28 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC15.2K shares-0.65%2025-09-302025-10-28 META META PLATFORMS INC1.6K shares0.00%2025-09-302025-10-28 DVY ISHARES TR7.7K shares-24.10%2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC5.3K shares9.38%2025-09-302025-10-28 TSLA TESLA INC2.4K shares0.00%2025-09-302025-10-28 PG PROCTER AND GAMBLE CO6.5K shares0.00%2025-09-302025-10-28 ABBV ABBVIE INC4.2K shares0.00%2025-09-302025-10-28 NFLX NETFLIX INC786 shares12.29%2025-09-302025-10-28 MCD MCDONALDS CORP3.0K shares9.18%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON4.4K shares0.02%2025-09-302025-10-28 MRK MERCK & CO INC9.3K shares0.02%2025-09-302025-10-28 CRM SALESFORCE INC3.2K shares0.00%2025-09-302025-10-28 IWM ISHARES TR3.0K shares0.00%2025-09-302025-10-28 V VISA INC1.8K shares0.00%2025-09-302025-10-28 CVX CHEVRON CORP NEW3.6K shares0.00%2025-09-302025-10-28 CSCO CISCO SYS INC7.9K shares0.04%2025-09-302025-10-28 IWR ISHARES TR5.5K shares0.00%2025-09-302025-10-28 KMB KIMBERLY-CLARK CORP3.9K shares0.00%2025-09-302025-10-28 HON HONEYWELL INTL INC2.2K shares0.00%2025-09-302025-10-28 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-09-302025-10-28 WMT WALMART INC4.1K shares0.05%2025-09-302025-10-28 QQQ INVESCO QQQ TR683 shares0.00%2025-09-302025-10-28 PSA PUBLIC STORAGE OPER CO1.3K shares0.00%2025-09-302025-10-28 JEPQ J P MORGAN EXCHANGE TRADED F6.2K shares19.42%2025-09-302025-10-28 BAC BANK AMERICA CORP6.6K shares-21.38%2025-09-302025-10-28 SNOW SNOWFLAKE INC1.5K shares5.24%2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC7.3K shares-4.57%2025-09-302025-10-28 IJR ISHARES TR2.7K shares0.00%2025-09-302025-10-28 SHOP SHOPIFY INC2.1K shares0.00%2025-09-302025-10-28 TIPX SPDR SERIES TRUST16.0K shares0.00%2025-09-302025-10-28 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-10-28 ED CONSOLIDATED EDISON INC3.0K shares0.00%2025-09-302025-10-28 SCHW SCHWAB CHARLES CORP3.2K shares0.00%2025-09-302025-10-28 VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2025-09-302025-10-28 MUB ISHARES TR2.7K shares0.00%2025-09-302025-10-28 ANET ARISTA NETWORKS INC1.9K sharesnew addition2025-09-302025-10-28 BX BLACKSTONE INC1.4K shares0.21%2025-09-302025-10-28 DHR DANAHER CORPORATION1.2K shares-20.41%2025-09-302025-10-28 ALL ALLSTATE CORP950 sharesnew addition2025-09-302025-10-28 CAT CATERPILLAR INC426 shares-31.95%2025-09-302025-10-28 PLTR PALANTIR TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-10-28 SYY SYSCO CORP2.5K sharesnew addition2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2025-09-302025-10-28 VTV VANGUARD INDEX FDS10.2K shares0.05%2025-09-302025-10-28 CARM CARISMA THERAPEUTICS INC24.0K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available