The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 781,671 | 5,244 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,244 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 586,074 | 5,700 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,700 | |
ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 6,052,930 | 46,255 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 46,255 | |
ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 290,070 | 2,200 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,200 | |
AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 4,001,865 | 31,481 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 31,481 | |
APPLE INC | COM | 037833100 | BBG001S5N8V8 | 12,170,182 | 71,083 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 71,083 | |
ARISTA NETWORKS INC | COM | 040413106 | BBG001T51KQ0 | 202,323 | 1,100 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,100 | |
BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 444,104 | 16,220 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 16,220 | |
BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 568,948 | 685 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 685 | |
CARISMA THERAPEUTICS INC | COM | 14216R101 | BBG001V0GC35 | 107,865 | 25,500 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 25,500 | |
CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 229,227 | 840 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 840 | |
CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 769,892 | 4,566 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,566 | |
CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 607,076 | 11,292 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 11,292 | |
CONSOLIDATED EDISON INC | COM | 209115104 | BBG001S5QRL4 | 256,590 | 3,000 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,000 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2,354,776 | 4,168 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,168 | |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 506,660 | 3,027 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,027 | |
CVS HEALTH CORP | COM | 126650100 | BBG001S5QBD8 | 921,275 | 13,195 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 13,195 | |
DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 364,707 | 1,470 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,470 | |
DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 200,599 | 2,475 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,475 | |
ELI LILLY & CO | COM | 532457108 | BBG001S5STL8 | 1,868,558 | 3,479 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,479 | |
EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 370,377 | 3,150 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,150 | |
FORD MTR CO DEL | COM | 345370860 | BBG001S5TZ33 | 26,082 | 2,100 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,100 | |
FORD MTR CO DEL | COM | 345370860 | BBG001S5TZ33 | 310,500 | 25,000 | PRN | Call | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 25,000 |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 404,463 | 1,250 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,250 | |
HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 1,773,396 | 5,869 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,869 | |
HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 411,047 | 2,225 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,225 | |
INTEL CORP | COM | 458140100 | BBG001S5SF65 | 308,966 | 8,691 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 8,691 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 248,051 | 1,768 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,768 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 243,811 | 681 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 681 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | BBG001SFC7W9 | 207,055 | 2,195 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,195 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | BBG001SFB7R6 | 1,321,721 | 3,078 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,078 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 14,838,785 | 55,787 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 55,787 | |
ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 378,659 | 5,468 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,468 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 886,352 | 5,015 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,015 | |
ISHARES TR | SELECT DIVID ETF | 464287168 | BBG001SDJVG2 | 1,363,248 | 12,665 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 12,665 | |
JOHNSON & JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1,749,920 | 11,235 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 11,235 | |
JPMORGAN CHASE & CO | COM | 46625H100 | BBG001S8CRC3 | 1,838,846 | 12,680 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 12,680 | |
KIMBERLY-CLARK CORP | COM | 494368103 | BBG001S5SLZ0 | 557,361 | 4,612 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,612 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | BBG001S78K44 | 272,357 | 1,386 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,386 | |
MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 1,263,216 | 4,795 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,795 | |
MERCK & CO INC | COM | 58933Y105 | BBG001S5TC52 | 1,839,001 | 17,863 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 17,863 | |
MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 9,076,287 | 28,745 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 28,745 | |
NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 5,583,097 | 12,835 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 12,835 | |
PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 304,772 | 1,300 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,300 | |
PFIZER INC | COM | 717081103 | BBG001S5V466 | 1,290,077 | 38,893 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 38,893 | |
PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 1,864,091 | 12,780 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 12,780 | |
PUBLIC STORAGE | COM | 74460D109 | BBG001S5TH79 | 342,576 | 1,300 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,300 | |
SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 563,729 | 2,780 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,780 | |
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 204,913 | 1,250 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,250 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 1,070,410 | 2,504 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,504 | |
SPDR SER TR | BLOOMBERG 1 10 Y | 78468R861 | BBG004MKB438 | 293,077 | 16,210 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 16,210 | |
TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 492,934 | 1,970 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,970 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG001SDGSH1 | 407,869 | 2,617 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,617 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 954,205 | 1,893 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,893 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 1,875,435 | 13,597 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 13,597 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 217,696 | 2,107 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,107 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 486,130 | 14,999 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 14,999 | |
VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 864,838 | 3,760 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,760 | |
WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 1,343,149 | 8,811 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 8,811 |