Blodgett-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  null,
  "HON",
  "HD",
  "CARM",
  "MCD",
  "QCOM",
  "META",
  "MSFT",
  "IJR",
  "ANET",
  "IWF",
  "PANW",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "SHOP",
  "IBM",
  "UBER",
  "SCHW",
  null,
  "TSM",
  "CHPT",
  "VYM",
  "WM",
  "IWR",
  "AMZN",
  "VTV",
  "V",
  "WMT",
  "DVY",
  "CRM",
  null,
  "PSA",
  "KMB",
  "BAC",
  "BRK-A",
  "CVX",
  "CSCO",
  "ED",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "QQQ",
  "IWM",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 61
Total Value: 117337832
Accession Number: 0001085146-25-002131
Form Type: 13F-HR
CIK: blodgett-wealth-advisors
Manager Name: Blodgett-Wealth-Advisors

Data Enrichment

95% identified

58 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

61 positions • $117.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:11.0K

Value:$984.8K

% of Portfolio:0.8% ($984.8K/$117.3M)

Broadcom Inc.

AVGO|11135F101

Shares:5.5K

Value:$923.5K

% of Portfolio:0.8% ($923.5K/$117.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.2K

Value:$885.4K

% of Portfolio:0.8% ($885.4K/$117.3M)

Meta Platforms, Inc.

META|30303M102

Shares:1.5K

Value:$881.8K

% of Portfolio:0.8% ($881.8K/$117.3M)

Tesla, Inc.

TSLA|88160R101

Shares:3.3K

Value:$855.2K

% of Portfolio:0.7% ($855.2K/$117.3M)

MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$853.8K

% of Portfolio:0.7% ($853.8K/$117.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:5.0K

Value:$844.7K

% of Portfolio:0.7% ($844.7K/$117.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.9K

Value:$811.6K

% of Portfolio:0.7% ($811.6K/$117.3M)

Salesforce, Inc.

CRM|79466L302

Shares:3.0K

Value:$808.4K

% of Portfolio:0.7% ($808.4K/$117.3M)

VISA INC.

V|92826C839

Shares:2.0K

Value:$713.2K

% of Portfolio:0.6% ($713.2K/$117.3M)

NETFLIX INC

NFLX|64110L106

Shares:700

Value:$652.8K

% of Portfolio:0.6% ($652.8K/$117.3M)

CHEVRON CORP

CVX|166764100

Shares:3.6K

Value:$605.2K

% of Portfolio:0.5% ($605.2K/$117.3M)

464287655

IWM|464287655

Shares:3.0K

Value:$597.5K

% of Portfolio:0.5% ($597.5K/$117.3M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.9K

Value:$556.4K

% of Portfolio:0.5% ($556.4K/$117.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.9K

Value:$487.5K

% of Portfolio:0.4% ($487.5K/$117.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.2K

Value:$471.1K

% of Portfolio:0.4% ($471.1K/$117.3M)

464287499

IWR|464287499

Shares:5.5K

Value:$465.2K

% of Portfolio:0.4% ($465.2K/$117.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.6K

Value:$396.1K

% of Portfolio:0.3% ($396.1K/$117.3M)

Public Storage

PSA|74460D109

Shares:1.3K

Value:$389.1K

% of Portfolio:0.3% ($389.1K/$117.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.1K

Value:$380.0K

% of Portfolio:0.3% ($380.0K/$117.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	11.0K	QoQ -22.71% (-3.2K) YoY -36.50% (-6.3K)	All Managers (Combined)	$984.8K	0.8% ($984.8K/$117.3M)	QoQ -30.26% (-$427.3K) YoY -56.80% (-$1.3M)
Broadcom Inc.(AVGOcusip11135F101)	5.5K	QoQ +1.62% (-88) YoY +1265.34% (+5.1K)	All Managers (Combined)	$923.5K	0.8% ($923.5K/$117.3M)	QoQ -26.61% (-$334.9K) YoY +72.66% (+$388.7K)
AbbVie Inc.(ABBVcusip00287Y109)	4.2K	QoQ 0.00% (+0) YoY -19.41% (-1.0K)	All Managers (Combined)	$885.4K	0.8% ($885.4K/$117.3M)	QoQ +17.90% (+$134.5K) YoY -7.27% (-$69.5K)
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ +14.17% (+190) YoY +13.33% (+180)	All Managers (Combined)	$881.8K	0.8% ($881.8K/$117.3M)	QoQ +12.39% (+$97.2K) YoY +34.52% (+$226.3K)
Tesla, Inc.(TSLAcusip88160R101)	3.3K	QoQ +1.07% (-35) YoY +93.54% (+1.6K)	All Managers (Combined)	$855.2K	0.7% ($855.2K/$117.3M)	QoQ -35.13% (-$463.3K) YoY +185.34% (+$555.5K)
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ -1.79% (-50) YoY -17.97% (-599)	All Managers (Combined)	$853.8K	0.7% ($853.8K/$117.3M)	QoQ +5.82% (-$47.0K) YoY -9.10% (-$85.5K)
Palo Alto Networks Inc(PANWcusip697435105)	5.0K	QoQ 0.00% (-0) YoY +77.41% (+2.2K)	All Managers (Combined)	$844.7K	0.7% ($844.7K/$117.3M)	QoQ -6.22% (-$56.0K) YoY +6.55% (+$51.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.9K	QoQ +2.21% (+106) YoY -30.87% (-2.2K)	All Managers (Combined)	$811.6K	0.7% ($811.6K/$117.3M)	QoQ +17.19% (+$119.1K) YoY -27.53% (-$308.4K)
Salesforce, Inc.(CRMcusip79466L302)	3.0K	QoQ -1.27% (-39) YoY +4.18% (-121)	All Managers (Combined)	$808.4K	0.7% ($808.4K/$117.3M)	QoQ -20.78% (-$212.1K) YoY -7.18% (-$62.6K)
VISA INC.(Vcusip92826C839)	2.0K	QoQ -26.26% (-725) YoY -46.30% (-1.8K)	All Managers (Combined)	$713.2K	0.6% ($713.2K/$117.3M)	QoQ -18.23% (-$159.1K) YoY -32.56% (-$344.5K)
NETFLIX INC(NFLXcusip64110L106)	700	QoQ +10.23% (+65) YoY NEW(+700)	All Managers (Combined)	$652.8K	0.6% ($652.8K/$117.3M)	QoQ +15.33% (+$86.8K) YoY NEW(+$652.8K)
CHEVRON CORP(CVXcusip166764100)	3.6K	QoQ -5.85% (-225) YoY +2.14% (+76)	All Managers (Combined)	$605.2K	0.5% ($605.2K/$117.3M)	QoQ +8.73% (-$48.6K) YoY +8.32% (+$46.5K)
(IWMcusip464287655)	3.0K	QoQ 0.00% (-0) YoY -0.66% (-20)	All Managers (Combined)	$597.5K	0.5% ($597.5K/$117.3M)	QoQ -9.71% (-$64.3K) YoY -5.76% (-$36.6K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$556.4K	0.5% ($556.4K/$117.3M)	QoQ +8.53% (+$43.7K) YoY +9.94% (+$50.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.9K	QoQ +0.02% (+2) YoY -5.81% (-488)	All Managers (Combined)	$487.5K	0.4% ($487.5K/$117.3M)	QoQ +4.27% (+$20.0K) YoY +16.44% (-$68.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.2K	QoQ 0.00% (-0) YoY -1.28% (-29)	All Managers (Combined)	$471.1K	0.4% ($471.1K/$117.3M)	QoQ -6.25% (-$31.5K) YoY +1.85% (-$8.6K)
(IWRcusip464287499)	5.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$465.2K	0.4% ($465.2K/$117.3M)	QoQ -3.76% (-$18.2K) YoY +1.16% (+$5.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.6K	QoQ 0.00% (+0) YoY -1.54% (-25)	All Managers (Combined)	$396.1K	0.3% ($396.1K/$117.3M)	QoQ +13.11% (+$45.9K) YoY +28.20% (-$87.1K)
Public Storage(PSAcusip74460D109)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$389.1K	0.3% ($389.1K/$117.3M)	QoQ -0.05% (-$195) YoY +3.18% (+$12.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.1K	QoQ +0.05% (-5) YoY -1.27% (-118)	All Managers (Combined)	$380.0K	0.3% ($380.0K/$117.3M)	QoQ -4.99% (-$20.0K) YoY +8.64% (-$30.2K)