0001085146-23-000574.txt : 20230202 0001085146-23-000574.hdr.sgml : 20230202 20230202100243 ACCESSION NUMBER: 0001085146-23-000574 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230202 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: 23579126 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 13F-HR LIVE false false false 0001907826 XXXXXXXX 12-31-2022 12-31-2022 false BLODGETT WEALTH ADVISORS, LLC
5446 HIDDENWOOD COURT CONCORD CA 94521
13F HOLDINGS REPORT 028-21561 000316838 N
Devin Blodgett Chief Compliance Officer 925-212-0786 /s/Devin Blodgett Concord CA 02-02-2023 0 62 82275100 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 887885 5494 SH SOLE 0 0 5494 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 451771 6975 SH SOLE 0 0 6975 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3921382 44445 SH SOLE 0 0 44445 AMAZON COM INC COM 023135106 BBG001S5PQL7 2898000 34500 SH SOLE 0 0 34500 APPLE INC COM 037833100 BBG001S5N8V8 9298288 71564 SH SOLE 0 0 71564 AT&T INC COM 00206R102 BBG001S5VWH2 225354 12241 SH SOLE 0 0 12241 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 533894 16120 SH SOLE 0 0 16120 BOEING CO COM 097023105 BBG001S5P0V3 257162 1350 SH SOLE 0 0 1350 CATERPILLAR INC COM 149123101 BBG001S5PJ06 216085 902 SH SOLE 0 0 902 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 651728 3631 SH SOLE 0 0 3631 CISCO SYS INC COM 17275R102 BBG001S6HC62 711204 14929 SH SOLE 0 0 14929 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 285930 3000 SH SOLE 0 0 3000 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 1956878 4287 SH SOLE 0 0 4287 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1348273 14468 SH SOLE 0 0 14468 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 416709 1570 SH SOLE 0 0 1570 DISNEY WALT CO COM 254687106 BBG001S5QHF3 291048 3350 SH SOLE 0 0 3350 EATON VANCE FLTING RATE INC COM 278279104 BBG001SM29R7 205165 18500 SH SOLE 0 0 18500 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 347445 3150 SH SOLE 0 0 3150 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 456695 1330 SH SOLE 0 0 1330 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1960428 6207 SH SOLE 0 0 6207 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 428600 2000 SH SOLE 0 0 2000 INTEL CORP COM 458140100 BBG001S5SF65 286078 10824 SH SOLE 0 0 10824 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 270227 1918 SH SOLE 0 0 1918 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 218432 820 SH SOLE 0 0 820 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 207735 2195 SH SOLE 0 0 2195 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 988337 2572 SH SOLE 0 0 2572 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 1250522 40960 SH SOLE 0 0 40960 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 13804340 64434 SH SOLE 0 0 64434 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 375562 5568 SH SOLE 0 0 5568 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 895339 5135 SH SOLE 0 0 5135 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 1516046 12571 SH SOLE 0 0 12571 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2000390 11324 SH SOLE 0 0 11324 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1867513 13926 SH SOLE 0 0 13926 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 673592 4962 SH SOLE 0 0 4962 LILLY ELI & CO COM 532457108 BBG001S5STL8 1414623 3867 SH SOLE 0 0 3867 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 206245 1385 SH SOLE 0 0 1385 MCDONALDS CORP COM 580135101 BBG001S5T110 1287207 4884 SH SOLE 0 0 4884 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1981904 17863 SH SOLE 0 0 17863 MICROSOFT CORP COM 594918104 BBG001S5TD05 6819671 28437 SH SOLE 0 0 28437 NIKE INC CL B 654106103 BBG001S6NTK2 222434 1901 SH SOLE 0 0 1901 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2307112 15787 SH SOLE 0 0 15787 PFIZER INC COM 717081103 BBG001S5V466 2141155 41787 SH SOLE 0 0 41787 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 2058185 13580 SH SOLE 0 0 13580 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 364247 1300 SH SOLE 0 0 1300 SALESFORCE INC COM 79466L302 BBG001SDLP09 456773 3445 SH SOLE 0 0 3445 SESEN BIO INC COM 817763105 BBG001V0GC35 365700 600000 SH SOLE 0 0 600000 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 995848 2604 SH SOLE 0 0 2604 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 BBG004MKB438 299074 16210 SH SOLE 0 0 16210 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 569740 19721 SH SOLE 0 0 19721 SUNRUN INC COM 86771W105 BBG0025XVR94 328425 13673 SH SOLE 0 0 13673 SYSCO CORP COM 871829107 BBG001S5WJS8 204122 2670 SH SOLE 0 0 2670 TARGET CORP COM 87612E106 BBG001SC0K41 208656 1400 SH SOLE 0 0 1400 TESLA INC COM 88160R101 BBG001SQKGD7 257446 2090 SH SOLE 0 0 2090 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 455608 2621 SH SOLE 0 0 2621 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1008146 1902 SH SOLE 0 0 1902 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 752800 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1994237 14207 SH SOLE 0 0 14207 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 227998 2107 SH SOLE 0 0 2107 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1033464 26230 SH SOLE 0 0 26230 VISA INC COM CL A 92826C839 BBG001SRCFY3 666910 3210 SH SOLE 0 0 3210 WALMART INC COM 931142103 BBG001S5XH92 215971 1523 SH SOLE 0 0 1523 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1327362 8461 SH SOLE 0 0 8461