Loading…
CIK 0001907826 • 7 13F filings • Apr 17, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("blodgett-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $954K | 0.7%Prev: 0.7% | 4,176 SH | Decreased-50 SH |
| ALPHABET INC | CAP STK CL A | $10.5M | 7.3%Prev: 5.7% | 33,462 SH | Increased-585 SH |
| ALPHABET INC | CAP STK CL C | $709K | 0.5%Prev: 5.7% | 2,260 SH | Decreased |
| AMAZON COM INC | COM | $9.5M | 6.6%Prev: 6.2% | 41,187 SH | Increased-45 SH |
| AMERICAN EXPRESS CO | COM | $1.9M | 1.3%Prev: 1.2% | 5,044 SH | Increased |
| APPLE INC | COM | $16.0M | 11.2%Prev: 10.5% | 58,887 SH | Increased-823 SH |
| ARISTA NETWORKS INC | COM SHS | $242K | 0.2%Prev: 0.2% | 1,850 SH | Decreased |
| BANK AMERICA CORP | COM | $364K | 0.3%Prev: 0.2% | 6,609 SH | Increased+4 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 1.1%Prev: 1.0% | 2 SH | Increased |
| BLACKSTONE INC | COM | $220K | 0.2%Prev: 0.2% | 1,428 SH | Decreased+5 SH |
| BROADCOM INC | COM | $1.7M | 1.2%Prev: 1.1% | 4,826 SH | Increased-195 SH |
| CATERPILLAR INC | COM | $238K | 0.2%Prev: 0.1% | 415 SH | Increased-11 SH |
| CHEVRON CORP NEW | COM | $548K | 0.4%Prev: 0.4% | 3,596 SH | Decreased-22 SH |
| CISCO SYS INC | COM | $609K | 0.4%Prev: 0.4% | 7,907 SH | Increased+2 SH |
| CONSOLIDATED EDISON INC | COM | $298K | 0.2%Prev: 0.2% | 3,000 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $4.2M | 3.0%Prev: 3.0% | 4,904 SH | Decreased+221 SH |
| CROWDSTRIKE HLDGS INC | CL A | $2.4M | 1.7%Prev: 1.7% | 5,147 SH | Decreased-10 SH |
| DANAHER CORPORATION | COM | $268K | 0.2%Prev: 0.2% | 1,170 SH | Increased |
| ELI LILLY & CO | COM | $4.5M | 3.1%Prev: 2.3% | 4,197 SH | Increased-255 SH |
| GOLDMAN SACHS GROUP INC | COM | $219K | 0.2% | 249 SH | New |
| HOME DEPOT INC | COM | $2.1M | 1.4%Prev: 1.7% | 5,999 SH | Decreased-59 SH |
| HONEYWELL INTL INC | COM | $434K | 0.3%Prev: 0.3% | 2,225 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $472K | 0.3%Prev: 0.3% | 1,593 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $389K | 0.3%Prev: 0.3% | 633 SH | Decreased-50 SH |
| ISHARES TR | CORE S&P SCP ETF | $324K | 0.2%Prev: 0.2% | 2,695 SH | Increased+35 SH |
| ISHARES TR | CORE S&P500 ETF | $3.9M | 2.7%Prev: 2.5% | 5,622 SH | Increased+300 SH |
| ISHARES TR | NATIONAL MUN ETF | $293K | 0.2%Prev: 0.2% | 2,739 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $23.0M | 16.1%Prev: 15.8% | 48,605 SH | Increased-226 SH |
| ISHARES TR | RUS MID CAP ETF | $419K | 0.3%Prev: 0.4% | 4,350 SH | Decreased-1,118 SH |
| ISHARES TR | RUSSELL 2000 ETF | $737K | 0.5%Prev: 0.5% | 2,995 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $1.1M | 0.7%Prev: 0.8% | 7,515 SH | Decreased-200 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $357K | 0.2%Prev: 0.2% | 6,150 SH | Increased |
| JOHNSON & JOHNSON | COM | $910K | 0.6%Prev: 0.6% | 4,395 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $3.4M | 2.4%Prev: 2.3% | 10,493 SH | Increased+2 SH |
| KIMBERLY-CLARK CORP | COM | $415K | 0.3%Prev: 0.3% | 4,112 SH | Decreased+200 SH |
| MCDONALDS CORP | COM | $912K | 0.6%Prev: 0.6% | 2,984 SH | Increased |
| MERCK & CO INC | COM | $982K | 0.7%Prev: 0.5% | 9,331 SH | Increased+1 SH |
| META PLATFORMS INC | CL A | $1.3M | 0.9%Prev: 0.8% | 1,945 SH | Increased+380 SH |
| MICROSOFT CORP | COM | $11.9M | 8.3%Prev: 8.9% | 24,545 SH | Decreased-334 SH |
| NETFLIX INC | COM | $912K | 0.6%Prev: 0.6% | 9,730 SH | Decreased+8,944 SH |
| NVIDIA CORPORATION | COM | $17.1M | 11.9%Prev: 11.9% | 91,807 SH | Decreased-690 SH |
| PALO ALTO NETWORKS INC | COM | $1.0M | 0.7%Prev: 0.7% | 5,475 SH | Decreased+225 SH |
| PROCTER AND GAMBLE CO | COM | $900K | 0.6%Prev: 0.7% | 6,280 SH | Decreased-200 SH |
| PUBLIC STORAGE OPER CO | COM | $337K | 0.2%Prev: 0.3% | 1,300 SH | Decreased |
| SALESFORCE INC | COM | $778K | 0.5%Prev: 0.5% | 2,938 SH | Increased-275 SH |
| SCHWAB CHARLES CORP | COM | $316K | 0.2%Prev: 0.2% | 3,167 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $338K | 0.2% | 2,350 SH | New |
| SHOPIFY INC | CL A SUB VTG SHS | $342K | 0.2%Prev: 0.2% | 2,125 SH | Increased |
| SNOWFLAKE INC | COM SHS | $385K | 0.3%Prev: 0.2% | 1,755 SH | Increased+250 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $1.7M | 1.2%Prev: 1.1% | 2,504 SH | Increased |
| SPDR SERIES TRUST | STATE STRET SPDR | $270K | 0.2% | 14,144 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $308K | 0.2%Prev: 0.2% | 1,015 SH | Increased-75 SH |
| TESLA INC | COM | $1.1M | 0.8%Prev: 0.7% | 2,400 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $1.9M | 1.3%Prev: 1.0% | 22,975 SH | Increased+7,745 SH |
| VANGUARD INDEX FDS | VALUE ETF | $2.0M | 1.4%Prev: 0.0% | 10,293 SH | Increased+135 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $302K | 0.2%Prev: 0.2% | 2,107 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $277K | 0.2%Prev: 0.2% | 6,806 SH | Decreased-500 SH |
| VISA INC | COM CL A | $644K | 0.4%Prev: 0.4% | 1,835 SH | Increased |
| WALMART INC | COM | $455K | 0.3%Prev: 0.3% | 4,080 SH | Increased |
| WASTE MGMT INC DEL | COM | $1.7M | 1.2%Prev: 1.2% | 7,671 SH | Decreased |
| WELLS FARGO CO NEW | COM | $265K | 0.2% | 2,846 SH | New |
| 13F-HR |
| 0001907826-26-000003 |
| $149.2M |
| View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003628 | $127.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001907826-26-000002 | $126.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002131 | $117.3M | View |