0001085146-23-003978.txt : 20231030
0001085146-23-003978.hdr.sgml : 20231030
20231027174128
ACCESSION NUMBER: 0001085146-23-003978
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231030
DATE AS OF CHANGE: 20231027
EFFECTIVENESS DATE: 20231030
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BLODGETT WEALTH ADVISORS, LLC
CENTRAL INDEX KEY: 0001907826
IRS NUMBER: 873175154
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21561
FILM NUMBER: 231356555
BUSINESS ADDRESS:
STREET 1: 5446 HIDDENWOOD COURT
CITY: CONCORD
STATE: CA
ZIP: 94521
BUSINESS PHONE: 925-212-0786
MAIL ADDRESS:
STREET 1: 5446 HIDDENWOOD COURT
CITY: CONCORD
STATE: CA
ZIP: 94521
13F-HR
1
primary_doc.xml
X0202
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0001907826
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09-30-2023
09-30-2023
false
BLODGETT WEALTH ADVISORS, LLC
5446 HIDDENWOOD COURT
CONCORD
CA
94521
13F HOLDINGS REPORT
028-21561
000316838
801-122678
N
Devin Blodgett
Chief Compliance Officer
925-212-0786
/s/Devin Blodgett
Concord
CA
10-27-2023
0
59
91133891
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBVIE INC
COM
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BBG0025Y4RZ3
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ADVANCED MICRO DEVICES INC
COM
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BBG001S5NN36
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SH
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BLODGETT WEALTH ADVISORS
0
0
5700
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
6052930
46255
SH
SOLE
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0
0
46255
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
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2200
SH
SOLE
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0
0
2200
AMAZON COM INC
COM
023135106
BBG001S5PQL7
4001865
31481
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
31481
APPLE INC
COM
037833100
BBG001S5N8V8
12170182
71083
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
71083
ARISTA NETWORKS INC
COM
040413106
BBG001T51KQ0
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1100
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1100
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
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SH
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BLODGETT WEALTH ADVISORS
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0
16220
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
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685
SH
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BLODGETT WEALTH ADVISORS
0
0
685
CARISMA THERAPEUTICS INC
COM
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BBG001V0GC35
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SH
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0
0
25500
CATERPILLAR INC
COM
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BBG001S5PJ06
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SH
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BLODGETT WEALTH ADVISORS
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0
840
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
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SH
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0
0
4566
CISCO SYS INC
COM
17275R102
BBG001S6HC62
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11292
SH
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BLODGETT WEALTH ADVISORS
0
0
11292
CONSOLIDATED EDISON INC
COM
209115104
BBG001S5QRL4
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3000
SH
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BLODGETT WEALTH ADVISORS
0
0
3000
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
2354776
4168
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
4168
CROWDSTRIKE HLDGS INC
CL A
22788C105
BBG00BLYKRZ7
506660
3027
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
3027
CVS HEALTH CORP
COM
126650100
BBG001S5QBD8
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13195
SH
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0
0
13195
DANAHER CORPORATION
COM
235851102
BBG001S5QGT0
364707
1470
SH
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BLODGETT WEALTH ADVISORS
0
0
1470
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
200599
2475
SH
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BLODGETT WEALTH ADVISORS
0
0
2475
ELI LILLY & CO
COM
532457108
BBG001S5STL8
1868558
3479
SH
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BLODGETT WEALTH ADVISORS
0
0
3479
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
370377
3150
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
3150
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
26082
2100
SH
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BLODGETT WEALTH ADVISORS
0
0
2100
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
310500
25000
PRN
Call
SOLE
BLODGETT WEALTH ADVISORS
0
0
25000
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
404463
1250
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1250
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
1773396
5869
SH
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BLODGETT WEALTH ADVISORS
0
0
5869
HONEYWELL INTL INC
COM
438516106
BBG001S5X1N1
411047
2225
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
2225
INTEL CORP
COM
458140100
BBG001S5SF65
308966
8691
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
8691
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
248051
1768
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1768
INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
243811
681
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
681
ISHARES TR
CORE S&P SCP ETF
464287804
BBG001SFC7W9
207055
2195
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
2195
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
1321721
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SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
3078
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
14838785
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SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
55787
ISHARES TR
RUS MID CAP ETF
464287499
BBG001SJCNS1
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SH
SOLE
BLODGETT WEALTH ADVISORS
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ISHARES TR
RUSSELL 2000 ETF
464287655
BBG001SFC7Y7
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SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
5015
ISHARES TR
SELECT DIVID ETF
464287168
BBG001SDJVG2
1363248
12665
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
12665
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
1749920
11235
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
11235
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
1838846
12680
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
12680
KIMBERLY-CLARK CORP
COM
494368103
BBG001S5SLZ0
557361
4612
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
4612
MARRIOTT INTL INC NEW
CL A
571903202
BBG001S78K44
272357
1386
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1386
MCDONALDS CORP
COM
580135101
BBG001S5T110
1263216
4795
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
4795
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
1839001
17863
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
17863
MICROSOFT CORP
COM
594918104
BBG001S5TD05
9076287
28745
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
28745
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
5583097
12835
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
12835
PALO ALTO NETWORKS INC
COM
697435105
BBG001T9NWN5
304772
1300
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1300
PFIZER INC
COM
717081103
BBG001S5V466
1290077
38893
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
38893
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
1864091
12780
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
12780
PUBLIC STORAGE
COM
74460D109
BBG001S5TH79
342576
1300
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1300
SALESFORCE INC
COM
79466L302
BBG001SDLP09
563729
2780
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
2780
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
BBG001S7TCZ5
204913
1250
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1250
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
1070410
2504
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
2504
SPDR SER TR
BLOOMBERG 1 10 Y
78468R861
BBG004MKB438
293077
16210
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
16210
TESLA INC
COM
88160R101
BBG001SQKGD7
492934
1970
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1970
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
407869
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SH
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BLODGETT WEALTH ADVISORS
0
0
2617
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
954205
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SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
1893
VANGUARD INDEX FDS
VALUE ETF
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BBG001SHVR78
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SH
SOLE
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0
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VANGUARD WHITEHALL FDS
HIGH DIV YLD
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BBG001SS0V24
217696
2107
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
2107
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
486130
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SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
14999
VISA INC
COM CL A
92826C839
BBG001SRCFY3
864838
3760
SH
SOLE
BLODGETT WEALTH ADVISORS
0
0
3760
WASTE MGMT INC DEL
COM
94106L109
BBG001S5XH47
1343149
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SH
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8811