0001085146-23-001827.txt : 20230424 0001085146-23-001827.hdr.sgml : 20230424 20230421174025 ACCESSION NUMBER: 0001085146-23-001827 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230424 DATE AS OF CHANGE: 20230421 EFFECTIVENESS DATE: 20230424 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: 23837444 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 03-31-2023 03-31-2023 false BLODGETT WEALTH ADVISORS, LLC

5446 HIDDENWOOD COURT CONCORD CA 94521

13F HOLDINGS REPORT 028-21561 000316838 N Devin Blodgett 925-212-0786 /s/Devin Blodgett Concord CA 04-20-2023 0 63 86508434 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 875579 5494 SH SOLE 0 0 5494 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 595411 6075 SH SOLE 0 0 6075 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4599907 44345 SH SOLE 0 0 44345 AMAZON COM INC COM 023135106 BBG001S5PQL7 3315609 32100 SH SOLE 0 0 32100 APPLE INC COM 037833100 BBG001S5N8V8 11651037 70655 SH SOLE 0 0 70655 ARISTA NETWORKS INC COM 040413106 BBG001T51KQ0 209825 1250 SH SOLE 0 0 1250 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 478192 16720 SH SOLE 0 0 16720 BOEING CO COM 097023105 BBG001S5P0V3 212430 1000 SH SOLE 0 0 1000 CARISMA THERAPEUTICS INC COM 14216R101 BBG001V0GC35 91946 29660 SH SOLE 0 0 29660 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 597997 3665 SH SOLE 0 0 3665 CISCO SYS INC COM 17275R102 BBG001S6HC62 744392 14240 SH SOLE 0 0 14240 CONSOLIDATED EDISON INC COM 209115104 BBG001S5QRL4 287010 3000 SH SOLE 0 0 3000 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 2070518 4167 SH SOLE 0 0 4167 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 226754 1652 SH SOLE 0 0 1652 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 1075118 14468 SH SOLE 0 0 14468 DANAHER CORPORATION COM 235851102 BBG001S5QGT0 370499 1470 SH SOLE 0 0 1470 DISNEY WALT CO COM 254687106 BBG001S5QHF3 292881 2925 SH SOLE 0 0 2925 EATON VANCE FLTING RATE INC COM 278279104 BBG001SM29R7 155385 13500 SH SOLE 0 0 13500 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 345429 3150 SH SOLE 0 0 3150 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 26460 2100 SH SOLE 0 0 2100 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 315000 25000 PRN Call SOLE 0 0 25000 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 435057 1330 SH SOLE 0 0 1330 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1820152 6167 SH SOLE 0 0 6167 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 382240 2000 SH SOLE 0 0 2000 INTEL CORP COM 458140100 BBG001S5SF65 298082 9124 SH SOLE 0 0 9124 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 251431 1918 SH SOLE 0 0 1918 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 223179 695 SH SOLE 0 0 695 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 212257 2195 SH SOLE 0 0 2195 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1057566 2573 SH SOLE 0 0 2573 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 1107073 35460 SH SOLE 0 0 35460 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 13635813 55809 SH SOLE 0 0 55809 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 389315 5568 SH SOLE 0 0 5568 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 894676 5015 SH SOLE 0 0 5015 ISHARES TR SELECT DIVID ETF 464287168 BBG001SDJVG2 1473054 12571 SH SOLE 0 0 12571 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1755515 11326 SH SOLE 0 0 11326 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1795351 13778 SH SOLE 0 0 13778 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 666000 4962 SH SOLE 0 0 4962 LILLY ELI & CO COM 532457108 BBG001S5STL8 1327930 3867 SH SOLE 0 0 3867 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 230024 1385 SH SOLE 0 0 1385 MCDONALDS CORP COM 580135101 BBG001S5T110 1368604 4895 SH SOLE 0 0 4895 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1900449 17863 SH SOLE 0 0 17863 MICROSOFT CORP COM 594918104 BBG001S5TD05 8111965 28137 SH SOLE 0 0 28137 NIKE INC CL B 654106103 BBG001S6NTK2 233137 1901 SH SOLE 0 0 1901 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3392961 12215 SH SOLE 0 0 12215 PFIZER INC COM 717081103 BBG001S5V466 1686630 41339 SH SOLE 0 0 41339 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1967169 13230 SH SOLE 0 0 13230 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 392782 1300 SH SOLE 0 0 1300 QUALCOMM INC COM 747525103 BBG001S6VS70 225179 1765 SH SOLE 0 0 1765 SALESFORCE INC COM 79466L302 BBG001SDLP09 623314 3120 SH SOLE 0 0 3120 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 1025113 2504 SH SOLE 0 0 2504 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 BBG004MKB438 308477 16210 SH SOLE 0 0 16210 SPDR SER TR PORTFOLIO SH TSR 78468R101 BBG0029J2KF1 576445 19721 SH SOLE 0 0 19721 SUNRUN INC COM 86771W105 BBG0025XVR94 275511 13673 SH SOLE 0 0 13673 SYSCO CORP COM 871829107 BBG001S5WJS8 206205 2670 SH SOLE 0 0 2670 TESLA INC COM 88160R101 BBG001SQKGD7 421144 2030 SH SOLE 0 0 2030 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 506459 2611 SH SOLE 0 0 2611 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 894060 1892 SH SOLE 0 0 1892 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 764900 10000 SH SOLE 0 0 10000 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 1893074 13707 SH SOLE 0 0 13707 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 222289 2107 SH SOLE 0 0 2107 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 916164 23558 SH SOLE 0 0 23558 VISA INC COM CL A 92826C839 BBG001SRCFY3 723727 3210 SH SOLE 0 0 3210 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1380582 8461 SH SOLE 0 0 8461