BLODGETT WEALTH ADVISORS LLC

Stock Holdings
Option Holdings
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Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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IWF
ISHARES RUSSELL 1000 GROWTH ETF
49,234-3,344-6.36%
Created with Highcharts 10.1.0
$295.9816.38%0.02%20,903,5632025-06-30
NVDA
NVIDIA
95,942-4,815-4.78%
Created with Highcharts 10.1.0
$30.3911.88%0.00%15,157,8932025-06-30
MSFT
MICROSOFT
25,854-962-3.59%
Created with Highcharts 10.1.0
$324.2310.08%0.00%12,859,9362025-06-30
AAPL
APPLE
60,310-4,309-6.67%
Created with Highcharts 10.1.0
$157.249.69%0.00%12,373,7692025-06-30
AMZN
AMAZON
42,082-840-1.96%
Created with Highcharts 10.1.0
$180.907.23%0.00%9,232,3702025-06-30
GOOGL
ALPHABET
35,091-8,131-18.81%
Created with Highcharts 10.1.0
$142.364.85%0.00%6,184,1402025-06-30
COST
COSTCO WHOLESALE
4,236-60-1.40%
Created with Highcharts 10.1.0
$536.103.29%0.00%4,193,2282025-06-30
LLY
ELI LILLY
4,607-415-8.26%
Created with Highcharts 10.1.0
$391.752.81%0.00%3,591,1242025-06-30
IVV
ISHARES CORE S&P 500 ETF
5,211+380+7.87%
Created with Highcharts 10.1.0
$496.822.53%0.00%3,235,4092025-06-30
JPM
JPMORGAN CHASE
11,140+127+1.15%
Created with Highcharts 10.1.0
$167.592.53%0.00%3,229,5882025-06-30
CRWD
CROWDSTRIKE HOLDINGS
4,892-180-3.55%
Created with Highcharts 10.1.0
$210.101.95%0.00%2,491,5452025-06-30
HD
HOME DEPOT
5,856+31+0.53%
Created with Highcharts 10.1.0
$383.581.68%0.00%2,147,1402025-06-30
VTV
VANGUARD VALUE INDEX FUND
10,15300.00%
Created with Highcharts 10.1.0
$143.831.41%0.00%1,794,4092025-06-30
WM
WASTE MANAGEMENT
7,671-140-1.79%
Created with Highcharts 10.1.0
$160.911.38%0.00%1,755,2792025-06-30
AXP
AMERICAN EXPRESS
5,219-440-7.78%
Created with Highcharts 10.1.0
$240.611.30%0.00%1,664,7572025-06-30
SPY
SPDR S&P 500 ETF
2,50400.00%
Created with Highcharts 10.1.0
$453.521.21%0.00%1,547,0972025-06-30
AVGO
BROADCOM
5,441-75-1.36%
Created with Highcharts 10.1.0
$105.381.18%0.00%1,499,7412025-06-30
BRK.A
BERKSHIRE HATHAWAY
200.00%
Created with Highcharts 10.1.0
$734,810.301.14%0.00%1,457,6002025-06-30
UBER
UBER
15,330+1,110+7.81%
Created with Highcharts 10.1.0
$71.881.12%0.00%1,430,2892025-06-30
DVY
ISHARES SELECT DIVIDEND ETF
10,165-400-3.79%
Created with Highcharts 10.1.0
$119.691.06%0.01%1,349,9982025-06-30
META
META
1,565+35+2.29%
Created with Highcharts 10.1.0
$440.850.91%0.00%1,155,1112025-06-30
PG
PROCTER & GAMBLE
6,480-200-2.99%
Created with Highcharts 10.1.0
$148.920.81%0.00%1,032,3942025-06-30
PANW
PALO ALTO NETWORKS
4,800-150-3.03%
Created with Highcharts 10.1.0
$159.440.77%0.00%982,2722025-06-30
NFLX
NETFLIX
70000.00%
Created with Highcharts 10.1.0
$736.290.73%0.00%937,3912025-06-30
CRM
SALESFORCE
3,213+200+6.64%
Created with Highcharts 10.1.0
$274.060.69%0.00%876,0472025-06-30
MCD
MCDONALDS
2,73300.00%
Created with Highcharts 10.1.0
$251.850.63%0.00%798,6422025-06-30
ABBV
ABBVIE
4,22600.00%
Created with Highcharts 10.1.0
$122.700.61%0.00%784,4312025-06-30
TSLA
TESLA
2,400-900-27.27%
Created with Highcharts 10.1.0
$226.270.60%0.00%762,3842025-06-30
MRK
MERCK & CO
9,328-1,643-14.98%
Created with Highcharts 10.1.0
$80.430.58%0.00%738,3902025-06-30
JNJ
JOHNSON & JOHNSON
4,394-500-10.22%
Created with Highcharts 10.1.0
$163.420.53%0.00%671,2062025-06-30
V
VISA
1,835-200-9.83%
Created with Highcharts 10.1.0
$213.510.51%0.00%651,5172025-06-30
IWM
ISHARES RUSSELL 2000 ETF
2,99500.00%
Created with Highcharts 10.1.0
$224.680.51%0.00%646,2922025-06-30
CSCO
CISCO SYSTEMS
7,902+2+0.03%
Created with Highcharts 10.1.0
$56.810.43%0.00%548,2692025-06-30
HON
HONEYWELL INTERNATIONAL
2,22500.00%
Created with Highcharts 10.1.0
$210.610.41%0.00%518,1582025-06-30
CVX
CHEVRON
3,61800.00%
Created with Highcharts 10.1.0
$154.110.41%0.00%518,0112025-06-30
KMB
KIMBERLY CLARK
3,91200.00%
Created with Highcharts 10.1.0
$134.250.40%0.00%504,3362025-06-30
IWR
ISHARES RUSSELL MID-CAP ETF
5,46800.00%
Created with Highcharts 10.1.0
$81.350.39%0.00%502,8922025-06-30
IBM
IBM
1,59300.00%
Created with Highcharts 10.1.0
$127.460.37%0.00%469,5852025-06-30
GOOG
ALPHABET
2,26000.00%
Created with Highcharts 10.1.0
$120.050.31%0.00%400,9022025-06-30
WMT
WALMART
4,078+5+0.12%
Created with Highcharts 10.1.0
$68.360.31%0.00%398,7072025-06-30
BAC
BANK OF AMERICA
8,401-706-7.75%
Created with Highcharts 10.1.0
$44.320.31%0.00%397,5242025-06-30
PSA
PUBLIC STORAGE
1,30000.00%
Created with Highcharts 10.1.0
$333.100.30%0.00%381,4462025-06-30
QQQ
INVESCO QQQ
68300.00%
Created with Highcharts 10.1.0
$386.700.30%0.00%376,5932025-06-30
VZ
VERIZON COMMUNICATIONS
7,65600.00%
Created with Highcharts 10.1.0
$52.090.26%0.00%331,2562025-06-30
SNOW
SNOWFLAKE
1,430+1,430
Open
Created with Highcharts 10.1.0
$180.590.25%0.00%319,9922025-06-30
TIPX
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
16,022-188-1.16%
Created with Highcharts 10.1.0
$21.160.24%0.02%306,6622025-06-30
ED
CONSOLIDATED EDISON
3,00000.00%
Created with Highcharts 10.1.0
$77.820.24%0.00%301,0502025-06-30
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
1,175-75-6.00%
Created with Highcharts 10.1.0
$158.200.23%0.00%297,5462025-06-30
IJR
ISHARES CORE S&P SMALL-CAP ETF
2,660-60-2.21%
Created with Highcharts 10.1.0
$99.850.23%0.00%290,7122025-06-30
DHR
DANAHER
1,47000.00%
Created with Highcharts 10.1.0
$235.680.23%0.00%290,3842025-06-30