Blodgett Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Blodgett Wealth Advisors, LLC reported 63 stock positions worth $110.4 million. Its top holding was iShares Russell 1000 Growth (IWF) at 17.0% of the portfolio, followed by Microsoft (MSFT, 11.2%) and Apple (AAPL, 11.1%). Compared with Q4 2023, it opened 6 new positions, sold out of 2, added to 21 and reduced 16. The biggest buy was Eli Lilly (LLY, shares +25%) and the biggest sale Johnson & Johnson (JNJ, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, CA
- CIK
- 0001907826
- Portfolio Value
- $110.4M (Q1 2024)
- SEC Filing
- 0001085146-24-001966 ↗ filed Apr 23, 2024
Holdings Value
Holdings 63 stocks · $110.4M
| IWF iShares Russell 1000 Growth | 17.02% | 55,739 | $18.8M | Add +0.5% |
| MSFT Microsoft Corp. | 11.21% | 29,399 | $12.4M | Add +2.3% |
| AAPL Apple Inc. | 11.09% | 71,402 | $12.2M | Add +1.2% |
| NVDA Nvidia Corp. | 9.73% | 11,885 | $10.7M | Reduce -10.3% |
| GOOGL Alphabet Inc. Class A | 6.13% | 44,855 | $6.8M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 4.85% | 29,656 | $5.3M | Reduce -3.3% |
| LLY Eli Lilly & Co. | 3.05% | 4,328 | $3.4M | Add +25.5% |
| COST Costco Wholesale Corp. | 2.76% | 4,154 | $3.0M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 2.19% | 12,055 | $2.4M | Add +3.2% |
| MRK Merck & Co. Inc. | 2.07% | 17,279 | $2.3M | Add +1.7% |
| HD Home Depot Inc. | 1.98% | 5,695 | $2.2M | Add +1.3% |
| WM Waste Management Inc. | 1.70% | 8,811 | $1.9M | No change |
| PG The Procter & Gamble Co. | 1.70% | 11,530 | $1.9M | Reduce -6.1% |
| IVV iShares Core S&P 500 ETF | 1.62% | 3,398 | $1.8M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.53% | 10,394 | $1.7M | Add +8.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.19% | 2,504 | $1.3M | No change |
| DVY iShares Select Dividend ETF | 1.18% | 10,565 | $1.3M | Reduce -5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.14% | 3,927 | $1.3M | Add +33.5% |
| JNJ Johnson & Johnson | 1.01% | 7,080 | $1.1M | Reduce -35.3% |
| V Visa Inc. Class A | 0.96% | 3,790 | $1.1M | Add +0.8% |
| AMD Advanced Micro Devices | 0.95% | 5,822 | $1.1M | Add +7.8% |
| ABBV Abbvie Inc. | 0.87% | 5,244 | $955K | No change |
| MCD McDonald's Corp. | 0.85% | 3,332 | $939K | Add +1.1% |
| CRM Salesforce Inc. | 0.79% | 2,892 | $871K | Add +4.0% |
| PANW Palo Alto Networks Inc. | 0.72% | 2,790 | $793K | Add +44.6% |
| META Meta Platforms Inc. Class A | 0.59% | 1,350 | $656K | Add +10.2% |
| IWM iShares Russell 2000 ETF | 0.57% | 3,015 | $634K | No change |
| CVS CVS Health Corp. | 0.56% | 7,741 | $617K | Reduce -3.8% |
| CVX Chevron Corp. | 0.51% | 3,542 | $559K | Reduce -24.5% |
| AVGO Broadcom Inc. | 0.48% | 404 | $535K | Add +8.6% |
| KMB Kimberly-Clark Corp. | 0.46% | 3,912 | $506K | Reduce -4.9% |
| HON Honeywell International Inc. | 0.42% | 2,254 | $463K | Add +1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.42% | 5,468 | $460K | No change |
| CSCO Cisco Systems Inc. | 0.38% | 8,388 | $419K | Reduce -25.7% |
| PFE Pfizer Inc. | 0.38% | 15,021 | $417K | Reduce -12.7% |
| VZ Verizon Communications Inc. | 0.36% | 9,353 | $392K | Reduce -10.0% |
| PSA Public Storage | 0.34% | 1,300 | $377K | No change |
| DHR Danaher Corp. | 0.33% | 1,470 | $367K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 9,225 | $350K | Add +13.0% |
| GS Goldman Sachs Group Inc. | 0.31% | 825 | $345K | Reduce -17.5% |
| INTC Intel Corp. | 0.31% | 7,691 | $340K | No change |
| GOOG Alphabet Inc. Class C | 0.30% | 2,200 | $335K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 723 | $321K | Add +6.2% |
| ANET Arista Networks Inc. | 0.29% | 1,100 | $319K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,618 | $309K | No change |
| CAT Caterpillar Inc. | 0.28% | 841 | $308K | No change |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.27% | 16,210 | $302K | No change |
| TSLA Tesla Inc. | 0.27% | 1,705 | $300K | Reduce -30.6% |
| QCOM Qualcomm Inc. | 0.26% | 1,715 | $290K | No change |
| UBER Uber Technologies Inc. | 0.26% | 3,710 | $286K | New |
| ADBE Adobe Inc. | 0.26% | 560 | $283K | New |
| ED Consolidated Edison Inc. | 0.25% | 3,000 | $272K | No change |
| XLK SS Technology Select Sector | 0.24% | 1,250 | $260K | No change |
| VYM Vanguard High DVD Yield ETF | 0.23% | 2,107 | $255K | No change |
| IJR iShares Core S&P Small-Cap E | 0.22% | 2,195 | $243K | No change |
| AXP American Express Co. | 0.22% | 1,056 | $241K | New |
| SHOP Shopify Inc. Class A | 0.21% | 3,000 | $232K | Reduce -4.0% |
| SCHW Schwab (charles) Corp. | 0.21% | 3,163 | $229K | New |
| DFAU Dimensional US Core Equity M | 0.20% | 6,072 | $222K | No change |
| MAR Marriott International Class A | 0.19% | 836 | $211K | Reduce -26.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 1,703 | $208K | New |
| CARM Carisma Therapeutics Inc. | 0.05% | 25,500 | $58K | No change |
| RDUS Radius Recycling Inc. Class A | 0.01% | 500 | $11K | New |
Options reported separately and not counted above: RDUS calls ($488K).
Portfolio Sells Q4 2023 → Q1 2024
| JNJ Johnson & Johnson | Reduce -35.3% | 1.01% | −0.74 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 6.13% | −0.51 |
| TSLA Tesla Inc. | Reduce -30.6% | 0.27% | −0.35 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.32 |
| CVX Chevron Corp. | Reduce -24.5% | 0.51% | −0.21 |
| CSCO Cisco Systems Inc. | Reduce -25.7% | 0.38% | −0.20 |
| DVY iShares Select Dividend ETF | Reduce -5.4% | 1.18% | −0.16 |
| PG The Procter & Gamble Co. | Reduce -6.1% | 1.70% | −0.15 |
| PFE Pfizer Inc. | Reduce -12.7% | 0.38% | −0.13 |
| CVS CVS Health Corp. | Reduce -3.8% | 0.56% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -17.5% | 0.31% | −0.08 |
| MAR Marriott International Class A | Reduce -26.4% | 0.19% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -4.9% | 0.46% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -10.0% | 0.36% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -4.0% | 0.21% | −0.04 |
| F Ford Motor Co. | Sold out | 0.00% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 4.85% | +0.08 |
| NVDA Nvidia Corp. | Reduce -10.3% | 9.73% | +3.01 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +25.5% | 3.05% | +0.99 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +33.5% | 1.14% | +0.37 |
| UBER Uber Technologies Inc. | New | 0.26% | +0.26 |
| ADBE Adobe Inc. | New | 0.26% | +0.26 |
| AXP American Express Co. | New | 0.22% | +0.22 |
| SCHW Schwab (charles) Corp. | New | 0.21% | +0.21 |
| DIS The Walt Disney Co. | New | 0.19% | +0.19 |
| MRK Merck & Co. Inc. | Add +1.7% | 2.07% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 2.19% | +0.15 |
| META Meta Platforms Inc. Class A | Add +10.2% | 0.59% | +0.15 |
| MSFT Microsoft Corp. | Add +2.3% | 11.21% | +0.14 |
| AMD Advanced Micro Devices | Add +7.8% | 0.95% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +44.6% | 0.72% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.0% | 1.53% | +0.06 |
| AVGO Broadcom Inc. | Add +8.6% | 0.48% | +0.06 |
| CRM Salesforce Inc. | Add +4.0% | 0.79% | +0.04 |
| BAC Bank of America Corp. | Add +13.0% | 0.32% | +0.04 |
| RDUS Radius Recycling Inc. Class A | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 1.62% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.2% | 0.29% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.0% | 2.76% | +0.00 |
| HD Home Depot Inc. | Add +1.3% | 1.98% | −0.01 |
| V Visa Inc. Class A | Add +0.8% | 0.96% | −0.04 |
| HON Honeywell International Inc. | Add +1.3% | 0.42% | −0.06 |
| MCD McDonald's Corp. | Add +1.1% | 0.85% | −0.15 |
| IWF iShares Russell 1000 Growth | Add +0.5% | 17.02% | −0.19 |
| AAPL Apple Inc. | Add +1.2% | 11.09% | −2.81 |
Options Activity Q4 2023 → Q1 2024
| RDUS Radius Recycling Inc. Class A | call | New | 23,100 | $488K |
| F Ford Motor Co. | call | Sold out | 25,000 | $305Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 72 | $149.2M | IWF, NVDA, AAPL, GOOGL, AMZN |
| Q1 2026 | 64 | $126.2M | IWF, NVDA, AAPL, GOOGL, AMZN |
| Q4 2025 | 61 | $143.3M | IWF, NVDA, AAPL, MSFT, GOOGL |
| Q3 2025Amended | 64 | $145.2M | IWF, NVDA, AAPL, MSFT, AMZN |
| Q2 2025 | 61 | $127.6M | IWF, NVDA, MSFT, AAPL, AMZN |
| Q1 2025 | 61 | $117.3M | IWF, AAPL, NVDA, MSFT, AMZN |
| Q4 2024 | 59 | $127.5M | IWF, AAPL, NVDA, MSFT, GOOGL |
| Q3 2024 | 59 | $118.9M | IWF, AAPL, NVDA, MSFT, GOOGL |
| Q2 2024 | 58 | $117.8M | IWF, AAPL, NVDA, MSFT, GOOGL |
| Q1 2024 | 63 | $110.4M | IWF, MSFT, AAPL, NVDA, GOOGL |