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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 1,022 | 6,304 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 6,304 | |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 910 | 8,325 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 8,325 | |
AIRBNB INC | COM CL A | 009066101 | 379 | 2,207 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,207 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 6,244 | 2,245 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,245 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 251 | 90 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 90 | |
AMAZON COM INC | COM | 023135106 | 6,980 | 2,141 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,141 | |
AMERICAN EXPRESS CO | COM | 025816109 | 201 | 1,075 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,075 | |
APPLE INC | COM | 037833100 | 12,258 | 70,204 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 70,204 | |
ARISTA NETWORKS INC | COM | 040413106 | 211 | 1,516 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,516 | |
AT&T INC | COM | 00206R102 | 335 | 14,185 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 14,185 | |
BK OF AMERICA CORP | COM | 060505104 | 955 | 23,170 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 23,170 | |
BOEING CO | COM | 097023105 | 610 | 3,185 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,185 | |
BROADCOM INC | COM | 11135F101 | 205 | 326 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 326 | |
CATERPILLAR INC | COM | 149123101 | 365 | 1,640 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,640 | |
CHEVRON CORP NEW | COM | 166764100 | 388 | 2,381 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,381 | |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 318 | 201 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 201 | |
CISCO SYS INC | COM | 17275R102 | 1,514 | 27,151 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 27,151 | |
CONSOLIDATED EDISON INC | COM | 209115104 | 284 | 3,000 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,000 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 2,776 | 4,820 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,820 | |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 263 | 1,157 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,157 | |
CUMMINS INC | COM | 231021106 | 308 | 1,500 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,500 | |
CVS HEALTH CORP | COM | 126650100 | 1,408 | 13,908 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 13,908 | |
DANAHER CORPORATION | COM | 235851102 | 213 | 725 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 725 | |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 237 | 6,000 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 6,000 | |
DISNEY WALT CO | COM | 254687106 | 1,271 | 9,269 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 9,269 | |
EATON VANCE FLTING RATE INC | COM | 278279104 | 856 | 64,750 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 64,750 | |
EXELON CORP | COM | 30161N101 | 214 | 4,500 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,500 | |
FEDEX CORP | COM | 31428X106 | 382 | 1,650 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,650 | |
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 660 | 2,000 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,000 | |
HOME DEPOT INC | COM | 437076102 | 1,959 | 6,544 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 6,544 | |
HONEYWELL INTL INC | COM | 438516106 | 389 | 2,000 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,000 | |
INTEL CORP | COM | 458140100 | 1,003 | 20,246 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 20,246 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 249 | 1,918 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,918 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 484 | 1,334 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,334 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 382 | 3,540 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,540 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,161 | 2,559 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,559 | |
ISHARES TR | MSCI EAFE ETF | 464287465 | 685 | 9,308 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 9,308 | |
ISHARES TR | PFD AND INCM SEC | 464288687 | 3,439 | 94,439 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 94,439 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 19,033 | 68,557 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 68,557 | |
ISHARES TR | RUS MID CAP ETF | 464287499 | 483 | 6,188 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 6,188 | |
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 2,241 | 10,915 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 10,915 | |
ISHARES TR | SELECT DIVID ETF | 464287168 | 948 | 7,398 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 7,398 | |
JOHNSON & JOHNSON | COM | 478160104 | 1,997 | 11,269 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 11,269 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 2,084 | 15,288 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 15,288 | |
KIMBERLY-CLARK CORP | COM | 494368103 | 925 | 7,512 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 7,512 | |
LILLY ELI & CO | COM | 532457108 | 1,265 | 4,417 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,417 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | 472 | 2,685 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,685 | |
MCDONALDS CORP | COM | 580135101 | 1,218 | 4,924 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,924 | |
MERCK & CO INC | COM | 58933Y105 | 1,620 | 19,738 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 19,738 | |
META PLATFORMS INC | CL A | 30303M102 | 299 | 1,345 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,345 | |
MICROSOFT CORP | COM | 594918104 | 8,762 | 28,421 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 28,421 | |
NETFLIX INC | COM | 64110L106 | 225 | 600 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 600 | |
NIKE INC | CL B | 654106103 | 262 | 1,950 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,950 | |
NUCOR CORP | COM | 670346105 | 193 | 1,300 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,300 | |
NUCOR CORP | COM | 670346105 | 149 | 1,000 | SH | Call | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,000 |
NVIDIA CORPORATION | COM | 67066G104 | 4,138 | 15,167 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 15,167 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 481 | 4,160 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,160 | |
PFIZER INC | COM | 717081103 | 2,153 | 41,581 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 41,581 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 1,859 | 12,165 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 12,165 | |
PUBLIC STORAGE | COM | 74460D109 | 507 | 1,300 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,300 | |
SALESFORCE COM INC | COM | 79466L302 | 1,258 | 5,925 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,925 | |
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 272 | 1,713 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,713 | |
SESEN BIO INC | COM | 817763105 | 198 | 327,900 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 327,900 | |
SHOPIFY INC | CL A | 82509L107 | 435 | 644 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 644 | |
SOUTHWEST AIRLS CO | COM | 844741108 | 272 | 5,933 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 5,933 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,131 | 2,504 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,504 | |
SPDR SER TR | BLOOMBERG 1 10 Y | 78468R861 | 418 | 20,210 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 20,210 | |
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 585 | 19,721 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 19,721 | |
SYSCO CORP | COM | 871829107 | 241 | 2,950 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,950 | |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 218 | 2,091 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,091 | |
TARGET CORP | COM | 87612E106 | 350 | 1,650 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,650 | |
TESLA INC | COM | 88160R101 | 1,395 | 1,295 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 1,295 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 668 | 3,113 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,113 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,632 | 3,201 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,201 | |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 916 | 11,765 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 11,765 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,742 | 11,790 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 11,790 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 214 | 4,449 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 4,449 | |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 237 | 2,107 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,107 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 2,177 | 42,737 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 42,737 | |
VISA INC | COM CL A | 92826C839 | 803 | 3,620 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 3,620 | |
WALMART INC | COM | 931142103 | 328 | 2,204 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 2,204 | |
WASTE MGMT INC DEL | COM | 94106L109 | 1,539 | 9,711 | SH | SOLE | BLODGETT WEALTH ADVISORS | 0 | 0 | 9,711 |