Blodgett Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Blodgett Wealth Advisors, LLC reported 58 stock positions worth $117.8 million. Its top holding was iShares Russell 1000 Growth (IWF) at 17.3% of the portfolio, followed by Apple (AAPL, 12.5%) and Nvidia (NVDA, 12.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 7, added to 10 and reduced 25. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Home Depot (HD, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- CONCORD, CA
- CIK
- 0001907826
- Portfolio Value
- $117.8M (Q2 2024)
- SEC Filing
- 0001085146-24-003188 ↗ filed Jul 24, 2024
Holdings Value
Holdings 58 stocks · $117.8M
| IWF iShares Russell 1000 Growth | 17.28% | 55,869 | $20.4M | Add +0.2% |
| AAPL Apple Inc. | 12.49% | 69,869 | $14.7M | Reduce -2.1% |
| NVDA Nvidia Corp. | 12.10% | 115,420 | $14.3M | Reduce -2.9% |
| MSFT Microsoft Corp. | 11.14% | 29,376 | $13.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 6.96% | 45,005 | $8.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 4.72% | 28,806 | $5.6M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 3.33% | 4,330 | $3.9M | Add +0.1% |
| COST Costco Wholesale Corp. | 3.02% | 4,184 | $3.6M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.90% | 11,058 | $2.2M | Reduce -8.3% |
| IVV iShares Core S&P 500 ETF | 1.72% | 3,713 | $2.0M | Add +9.3% |
| WM Waste Management Inc. | 1.60% | 8,811 | $1.9M | No change |
| MRK Merck & Co. Inc. | 1.58% | 15,056 | $1.9M | Reduce -12.9% |
| HD Home Depot Inc. | 1.43% | 4,896 | $1.7M | Reduce -14.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.41% | 10,352 | $1.7M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 1.32% | 9,430 | $1.6M | Reduce -18.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.17% | 3,612 | $1.4M | Reduce -8.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.16% | 2,504 | $1.4M | No change |
| DVY iShares Select Dividend ETF | 1.08% | 10,565 | $1.3M | No change |
| AMD Advanced Micro Devices | 0.82% | 5,947 | $965K | Add +2.1% |
| V Visa Inc. Class A | 0.73% | 3,265 | $857K | Reduce -13.8% |
| MCD McDonald's Corp. | 0.66% | 3,032 | $773K | Reduce -9.0% |
| PANW Palo Alto Networks Inc. | 0.63% | 2,200 | $746K | Reduce -21.1% |
| ABBV Abbvie Inc. | 0.62% | 4,244 | $728K | Reduce -19.1% |
| JNJ Johnson & Johnson | 0.61% | 4,884 | $714K | Reduce -31.0% |
| AVGO Broadcom Inc. | 0.60% | 441 | $708K | Add +9.2% |
| CRM Salesforce Inc. | 0.59% | 2,687 | $691K | Reduce -7.1% |
| TSLA Tesla Inc. | 0.57% | 3,405 | $674K | Add +99.7% |
| IWM iShares Russell 2000 ETF | 0.52% | 2,995 | $608K | Reduce -0.7% |
| CVX Chevron Corp. | 0.46% | 3,492 | $546K | Reduce -1.4% |
| KMB Kimberly-Clark Corp. | 0.46% | 3,912 | $541K | No change |
| META Meta Platforms Inc. Class A | 0.40% | 943 | $475K | Reduce -30.1% |
| HON Honeywell International Inc. | 0.40% | 2,225 | $475K | Reduce -1.3% |
| IWR iShares Russell Mid-Cap ETF | 0.38% | 5,468 | $443K | No change |
| CVS CVS Health Corp. | 0.35% | 7,075 | $418K | Reduce -8.6% |
| PFE Pfizer Inc. | 0.34% | 14,442 | $404K | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 0.34% | 2,200 | $404K | No change |
| ANET Arista Networks Inc. | 0.33% | 1,100 | $386K | No change |
| CSCO Cisco Systems Inc. | 0.32% | 7,892 | $375K | Reduce -5.9% |
| VZ Verizon Communications Inc. | 0.32% | 9,085 | $375K | Reduce -2.9% |
| PSA Public Storage | 0.32% | 1,300 | $374K | No change |
| DHR Danaher Corp. | 0.31% | 1,470 | $367K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 9,088 | $361K | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 723 | $346K | No change |
| QCOM Qualcomm Inc. | 0.29% | 1,715 | $342K | No change |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.25% | 16,210 | $300K | No change |
| XLK SS Technology Select Sector | 0.24% | 1,250 | $283K | No change |
| CAT Caterpillar Inc. | 0.24% | 842 | $280K | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,618 | $280K | No change |
| ED Consolidated Edison Inc. | 0.23% | 3,000 | $268K | No change |
| VYM Vanguard High DVD Yield ETF | 0.21% | 2,107 | $250K | No change |
| AXP American Express Co. | 0.21% | 1,056 | $245K | No change |
| IJR iShares Core S&P Small-Cap E | 0.20% | 2,195 | $234K | No change |
| SCHW Schwab (charles) Corp. | 0.20% | 3,165 | $233K | Add +0.1% |
| DFAU Dimensional US Core Equity M | 0.19% | 6,072 | $228K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 1,300 | $226K | New |
| WMT Walmart Inc. | 0.19% | 3,293 | $223K | New |
| CARM Carisma Therapeutics Inc. | 0.03% | 25,500 | $39K | No change |
| RDUS Radius Recycling Inc. Class A | 0.01% | 500 | $8K | No change |
Options reported separately and not counted above: RDUS calls ($199K).
Portfolio Sells Q1 2024 → Q2 2024
| HD Home Depot Inc. | Reduce -14.0% | 1.43% | −0.55 |
| MRK Merck & Co. Inc. | Reduce -12.9% | 1.58% | −0.48 |
| JNJ Johnson & Johnson | Reduce -31.0% | 0.61% | −0.41 |
| PG The Procter & Gamble Co. | Reduce -18.2% | 1.32% | −0.38 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.31 |
| INTC Intel Corp. | Sold out | 0.00% | −0.31 |
| JPM JPMorgan Chase & Co. | Reduce -8.3% | 1.90% | −0.29 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.26 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.26 |
| ABBV Abbvie Inc. | Reduce -19.1% | 0.62% | −0.25 |
| V Visa Inc. Class A | Reduce -13.8% | 0.73% | −0.23 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.21 |
| CVS CVS Health Corp. | Reduce -8.6% | 0.35% | −0.20 |
| CRM Salesforce Inc. | Reduce -7.1% | 0.59% | −0.20 |
| MCD McDonald's Corp. | Reduce -9.0% | 0.66% | −0.20 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -30.1% | 0.40% | −0.19 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.4% | 1.41% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 4.72% | −0.12 |
| PANW Palo Alto Networks Inc. | Reduce -21.1% | 0.63% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.1% | 11.14% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -5.9% | 0.32% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 0.52% | −0.06 |
| CVX Chevron Corp. | Reduce -1.4% | 0.46% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -2.9% | 0.32% | −0.04 |
| PFE Pfizer Inc. | Reduce -3.9% | 0.34% | −0.03 |
| HON Honeywell International Inc. | Reduce -1.3% | 0.40% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.5% | 0.31% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.0% | 1.17% | +0.03 |
| AAPL Apple Inc. | Reduce -2.1% | 12.49% | +1.39 |
| NVDA Nvidia Corp. | Reduce -2.9% | 12.10% | +2.37 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +0.3% | 6.96% | +0.82 |
| TSLA Tesla Inc. | Add +99.7% | 0.57% | +0.30 |
| LLY Eli Lilly & Co. | Add +0.1% | 3.33% | +0.28 |
| COST Costco Wholesale Corp. | Add +0.7% | 3.02% | +0.26 |
| IWF iShares Russell 1000 Growth | Add +0.2% | 17.28% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.19% | +0.19 |
| WMT Walmart Inc. | New | 0.19% | +0.19 |
| AVGO Broadcom Inc. | Add +9.2% | 0.60% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +9.3% | 1.72% | +0.11 |
| SCHW Schwab (charles) Corp. | Add +0.1% | 0.20% | −0.01 |
| CAT Caterpillar Inc. | Add +0.1% | 0.24% | −0.04 |
| AMD Advanced Micro Devices | Add +2.1% | 0.82% | −0.13 |
Options Activity Q1 2024 → Q2 2024
| RDUS Radius Recycling Inc. Class A | call | Reduce -43.7% | 13,000 | $199K |
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 |