BLODGETT WEALTH ADVISORS, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTV	VANGUARD INDEX FDS	10,293 (+1.3%)	$1,966 (+5183.3%)	1.4%	$147.55	—	VALUE ETF	922908744
UBER	UBER TECHNOLOGIES INC	22,975 (+50.9%)	$1,877 (+25.8%)	1.3%	$78.61	+14.6%	COM	90353T100
IVV	ISHARES TR	5,622 (+5.6%)	$3,851 (+8.1%)	2.7%	$520.56	—	CORE S&P500 ETF	464287200
META	META PLATFORMS INC	1,945 (+24.3%)	$1,284 (+11.7%)	0.9%	$484.93	+37.6%	CL A	30303M102
COST	COSTCO WHSL CORP NEW	4,904 (+4.7%)	$4,229 (-2.4%)	3.0%	$568.71	+59.3%	COM	22160K105
KMB	KIMBERLY-CLARK CORP	4,112 (+5.1%)	$415 (-14.7%)	0.3%	$114.92	-5.7%	COM	494368103
PANW	PALO ALTO NETWORKS INC	5,475 (+4.3%)	$1,008 (-5.7%)	0.7%	$167.49	+20.5%	COM	697435105
SNOW	SNOWFLAKE INC	1,755 (+16.6%)	$385 (+13.4%)	0.3%	$191.26	+27.6%	COM SHS	833445109
NFLX	NETFLIX INC	9,730 (+1137.9%)	$912 (-3.2%)	0.6%	$105.51	+2.2%	COM	64110L106
IJR	ISHARES TR	2,695 (+1.3%)	$324 (+2.5%)	0.2%	$99.05	—	CORE S&P SCP ETF	464287804
XLK	SELECT SECTOR SPDR TR	2,350 (+100.0%)	$338 (+2.2%)	0.2%	$158.92	—	STATE STREET TEC	81369Y803

Exited Positions (5)

ALL ALLSTATE CORP 0.1%

Value ($000) $204 Shares 950 Est. Cost $200.20 Unrealized +1.9%

PLTR PALANTIR TECHNOLOGIES INC 0.1%

Value ($000) $203 Shares 1,115 Est. Cost $162.07 Unrealized +11.7%

SYY SYSCO CORP 0.1%

Value ($000) $202 Shares 2,450 Est. Cost $78.85 Unrealized -4.2%

VWO VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $200 Shares 3,692 Est. Cost $54.17 Unrealized —

CARM CARISMA THERAPEUTICS INC 0.0%

Value ($000) $7 Shares 24,001 Est. Cost $9.28 Unrealized -99.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ALL	ALLSTATE CORP	950	$204	0.1%	$200.20	+1.9%	—	020002101
PLTR	PALANTIR TECHNOLOGIES INC	1,115	$203	0.1%	$162.07	+11.7%	—	69608A108
SYY	SYSCO CORP	2,450	$202	0.1%	$78.85	-4.2%	—	871829107
VWO	VANGUARD INTL EQUITY INDEX F	3,692	$200	0.1%	$54.17	—	—	922042858
CARM	CARISMA THERAPEUTICS INC	24,001	$7	0.0%	$9.28	-99.2%	—	14216R101

Decreased Positions (15)

GOOGL ALPHABET INC 7.3%

Value ($000) $10,474 (+26.5%) Shares 33,462 (-1.7%) Est. Cost $113.82 Unrealized +150.9%

LLY ELI LILLY & CO 3.1%

Value ($000) $4,510 (+32.8%) Shares 4,197 (-5.7%) Est. Cost $413.48 Unrealized +131.1%

MSFT MICROSOFT CORP 8.3%

Value ($000) $11,871 (-7.9%) Shares 24,545 (-1.3%) Est. Cost $315.24 Unrealized +58.8%

AAPL APPLE INC 11.2%

Value ($000) $16,009 (+5.3%) Shares 58,887 (-1.4%) Est. Cost $154.79 Unrealized +73.4%

IWR ISHARES TR 0.3%

Value ($000) $419 (-20.7%) Shares 4,350 (-20.4%) Est. Cost $83.06 Unrealized —

PG PROCTER AND GAMBLE CO 0.6%

Value ($000) $900 (-9.6%) Shares 6,280 (-3.1%) Est. Cost $134.46 Unrealized +9.5%

VZ VERIZON COMMUNICATIONS INC 0.2%

Value ($000) $277 (-13.7%) Shares 6,806 (-6.8%) Est. Cost $40.39 Unrealized +0.2%

TIPX SPDR SERIES TRUST 0.2%

Value ($000) $270 (-12.7%) Shares 14,144 (-11.7%) Est. Cost $21.13 Unrealized —

DVY ISHARES TR 0.7%

Value ($000) $1,061 (-3.3%) Shares 7,515 (-2.6%) Est. Cost $118.78 Unrealized —

CAT CATERPILLAR INC 0.2%

Value ($000) $238 (+17.0%) Shares 415 (-2.6%) Est. Cost $213.76 Unrealized +159.9%

ABBV ABBVIE INC 0.7%

Value ($000) $954 (-2.5%) Shares 4,176 (-1.2%) Est. Cost $106.47 Unrealized +113.7%

QQQ INVESCO QQQ TR 0.3%

Value ($000) $389 (-5.2%) Shares 633 (-7.3%) Est. Cost $400.77 Unrealized —

CRM SALESFORCE INC 0.5%

Value ($000) $778 (+2.2%) Shares 2,938 (-8.6%) Est. Cost $276.15 Unrealized -10.1%

AVGO BROADCOM INC 1.2%

Value ($000) $1,670 (+0.8%) Shares 4,826 (-3.9%) Est. Cost $158.09 Unrealized +125.8%

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%

Value ($000) $308 (+1.3%) Shares 1,015 (-6.9%) Est. Cost $173.81 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	33,462 (-1.7%)	$10,474 (+26.5%)	7.3%	$113.82	+150.9%	CAP STK CL A	02079K305
LLY	ELI LILLY & CO	4,197 (-5.7%)	$4,510 (+32.8%)	3.1%	$413.48	+131.1%	COM	532457108
MSFT	MICROSOFT CORP	24,545 (-1.3%)	$11,871 (-7.9%)	8.3%	$315.24	+58.8%	COM	594918104
AAPL	APPLE INC	58,887 (-1.4%)	$16,009 (+5.3%)	11.2%	$154.79	+73.4%	COM	037833100
IWR	ISHARES TR	4,350 (-20.4%)	$419 (-20.7%)	0.3%	$83.06	—	RUS MID CAP ETF	464287499
PG	PROCTER AND GAMBLE CO	6,280 (-3.1%)	$900 (-9.6%)	0.6%	$134.46	+9.5%	COM	742718109
VZ	VERIZON COMMUNICATIONS INC	6,806 (-6.8%)	$277 (-13.7%)	0.2%	$40.39	+0.2%	COM	92343V104
TIPX	SPDR SERIES TRUST	14,144 (-11.7%)	$270 (-12.7%)	0.2%	$21.13	—	STATE STRET SPDR	78468R861
DVY	ISHARES TR	7,515 (-2.6%)	$1,061 (-3.3%)	0.7%	$118.78	—	SELECT DIVID ETF	464287168
CAT	CATERPILLAR INC	415 (-2.6%)	$238 (+17.0%)	0.2%	$213.76	+159.9%	COM	149123101
ABBV	ABBVIE INC	4,176 (-1.2%)	$954 (-2.5%)	0.7%	$106.47	+113.7%	COM	00287Y109
QQQ	INVESCO QQQ TR	633 (-7.3%)	$389 (-5.2%)	0.3%	$400.77	—	UNIT SER 1	46090E103
CRM	SALESFORCE INC	2,938 (-8.6%)	$778 (+2.2%)	0.5%	$276.15	-10.1%	COM	79466L302
AVGO	BROADCOM INC	4,826 (-3.9%)	$1,670 (+0.8%)	1.2%	$158.09	+125.8%	COM	11135F101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,015 (-6.9%)	$308 (+1.3%)	0.2%	$173.81	—	SPONSORED ADS	874039100

Unchanged Positions (33)

GOOG ALPHABET INC 0.5%

Value ($000) $709 Shares 2,260 Est. Cost $119.19 Unrealized +140.2%

AMZN AMAZON COM INC 6.6%

Value ($000) $9,507 Shares 41,187 Est. Cost $156.32 Unrealized +46.4%

HD HOME DEPOT INC 1.4%

Value ($000) $2,064 Shares 5,999 Est. Cost $350.52 Unrealized +4.0%

MRK MERCK & CO INC 0.7%

Value ($000) $982 Shares 9,331 Est. Cost $70.66 Unrealized +32.0%

AXP AMERICAN EXPRESS CO 1.3%

Value ($000) $1,866 Shares 5,044 Est. Cost $237.33 Unrealized +50.4%

NVDA NVIDIA CORPORATION 11.9%

Value ($000) $17,122 Shares 91,807 Est. Cost $94.22 Unrealized +97.6%

IWF ISHARES TR 16.1%

Value ($000) $23,005 Shares 48,605 Est. Cost $304.47 Unrealized —

CRWD CROWDSTRIKE HLDGS INC 1.7%

Value ($000) $2,413 Shares 5,147 Est. Cost $229.54 Unrealized +121.8%

JNJ JOHNSON & JOHNSON 0.6%

Value ($000) $910 Shares 4,395 Est. Cost $145.25 Unrealized +35.6%

JPM JPMORGAN CHASE & CO. 2.4%

Value ($000) $3,381 Shares 10,493 Est. Cost $153.10 Unrealized +102.2%

CSCO CISCO SYS INC 0.4%

Value ($000) $609 Shares 7,907 Est. Cost $50.46 Unrealized +46.2%

SPY SPDR S&P 500 ETF TR 1.2%

Value ($000) $1,708 Shares 2,504 Est. Cost $468.31 Unrealized —

PSA PUBLIC STORAGE OPER CO 0.2%

Value ($000) $337 Shares 1,300 Est. Cost $275.62 Unrealized +0.6%

DHR DANAHER CORPORATION 0.2%

Value ($000) $268 Shares 1,170 Est. Cost $234.06 Unrealized -6.2%

HON HONEYWELL INTL INC 0.3%

Value ($000) $434 Shares 2,225 Est. Cost $184.06 Unrealized +6.0%

WMT WALMART INC 0.3%

Value ($000) $455 Shares 4,080 Est. Cost $67.27 Unrealized +59.4%

ANET ARISTA NETWORKS INC 0.2%

Value ($000) $242 Shares 1,850 Est. Cost $128.77 Unrealized +6.9%

SHOP SHOPIFY INC 0.2%

Value ($000) $342 Shares 2,125 Est. Cost $97.26 Unrealized +65.1%

BX BLACKSTONE INC 0.2%

Value ($000) $220 Shares 1,428 Est. Cost $135.11 Unrealized +12.1%

BAC BANK AMERICA CORP 0.3%

Value ($000) $364 Shares 6,609 Est. Cost $39.50 Unrealized +33.3%

IBM INTERNATIONAL BUSINESS MACHS 0.3%

Value ($000) $472 Shares 1,593 Est. Cost $106.49 Unrealized +180.6%

V VISA INC 0.4%

Value ($000) $644 Shares 1,835 Est. Cost $210.19 Unrealized +61.9%

SCHW SCHWAB CHARLES CORP 0.2%

Value ($000) $316 Shares 3,167 Est. Cost $64.26 Unrealized +47.4%

CVX CHEVRON CORP NEW 0.4%

Value ($000) $548 Shares 3,596 Est. Cost $122.57 Unrealized +23.5%

IWM ISHARES TR 0.5%

Value ($000) $737 Shares 2,995 Est. Cost $222.41 Unrealized —

TSLA TESLA INC 0.8%

Value ($000) $1,079 Shares 2,400 Est. Cost $229.53 Unrealized +93.1%

WM WASTE MGMT INC DEL 1.2%

Value ($000) $1,685 Shares 7,671 Est. Cost $151.08 Unrealized +40.7%

VYM VANGUARD WHITEHALL FDS 0.2%

Value ($000) $302 Shares 2,107 Est. Cost $112.01 Unrealized —

MCD MCDONALDS CORP 0.6%

Value ($000) $912 Shares 2,984 Est. Cost $236.13 Unrealized +29.2%

JEPQ J P MORGAN EXCHANGE TRADED F 0.2%

Value ($000) $357 Shares 6,150 Est. Cost $52.71 Unrealized —

ED CONSOLIDATED EDISON INC 0.2%

Value ($000) $298 Shares 3,000 Est. Cost $68.08 Unrealized +45.1%

MUB ISHARES TR 0.2%

Value ($000) $293 Shares 2,739 Est. Cost $104.48 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 1.1%

Value ($000) $1,510 Shares 2 Est. Cost $729330.75 Unrealized +2.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	2,260	$709	0.5%	$119.19	+140.2%	CAP STK CL C	02079K107
AMZN	AMAZON COM INC	41,187	$9,507	6.6%	$156.32	+46.4%	COM	023135106
HD	HOME DEPOT INC	5,999	$2,064	1.4%	$350.52	+4.0%	COM	437076102
MRK	MERCK & CO INC	9,331	$982	0.7%	$70.66	+32.0%	COM	58933Y105
AXP	AMERICAN EXPRESS CO	5,044	$1,866	1.3%	$237.33	+50.4%	COM	025816109
NVDA	NVIDIA CORPORATION	91,807	$17,122	11.9%	$94.22	+97.6%	COM	67066G104
IWF	ISHARES TR	48,605	$23,005	16.1%	$304.47	—	RUS 1000 GRW ETF	464287614
CRWD	CROWDSTRIKE HLDGS INC	5,147	$2,413	1.7%	$229.54	+121.8%	CL A	22788C105
JNJ	JOHNSON & JOHNSON	4,395	$910	0.6%	$145.25	+35.6%	COM	478160104
JPM	JPMORGAN CHASE & CO.	10,493	$3,381	2.4%	$153.10	+102.2%	COM	46625H100
CSCO	CISCO SYS INC	7,907	$609	0.4%	$50.46	+46.2%	COM	17275R102
SPY	SPDR S&P 500 ETF TR	2,504	$1,708	1.2%	$468.31	—	TR UNIT	78462F103
PSA	PUBLIC STORAGE OPER CO	1,300	$337	0.2%	$275.62	+0.6%	COM	74460D109
DHR	DANAHER CORPORATION	1,170	$268	0.2%	$234.06	-6.2%	COM	235851102
HON	HONEYWELL INTL INC	2,225	$434	0.3%	$184.06	+6.0%	COM	438516106
WMT	WALMART INC	4,080	$455	0.3%	$67.27	+59.4%	COM	931142103
ANET	ARISTA NETWORKS INC	1,850	$242	0.2%	$128.77	+6.9%	COM SHS	040413205
SHOP	SHOPIFY INC	2,125	$342	0.2%	$97.26	+65.1%	CL A SUB VTG SHS	82509L107
BX	BLACKSTONE INC	1,428	$220	0.2%	$135.11	+12.1%	COM	09260D107
BAC	BANK AMERICA CORP	6,609	$364	0.3%	$39.50	+33.3%	COM	060505104
IBM	INTERNATIONAL BUSINESS MACHS	1,593	$472	0.3%	$106.49	+180.6%	COM	459200101
V	VISA INC	1,835	$644	0.4%	$210.19	+61.9%	COM CL A	92826C839
SCHW	SCHWAB CHARLES CORP	3,167	$316	0.2%	$64.26	+47.4%	COM	808513105
CVX	CHEVRON CORP NEW	3,596	$548	0.4%	$122.57	+23.5%	COM	166764100
IWM	ISHARES TR	2,995	$737	0.5%	$222.41	—	RUSSELL 2000 ETF	464287655
TSLA	TESLA INC	2,400	$1,079	0.8%	$229.53	+93.1%	COM	88160R101
WM	WASTE MGMT INC DEL	7,671	$1,685	1.2%	$151.08	+40.7%	COM	94106L109
VYM	VANGUARD WHITEHALL FDS	2,107	$302	0.2%	$112.01	—	HIGH DIV YLD	921946406
MCD	MCDONALDS CORP	2,984	$912	0.6%	$236.13	+29.2%	COM	580135101
JEPQ	J P MORGAN EXCHANGE TRADED F	6,150	$357	0.2%	$52.71	—	NASDAQ EQT PREM	46654Q203
ED	CONSOLIDATED EDISON INC	3,000	$298	0.2%	$68.08	+45.1%	COM	209115104
MUB	ISHARES TR	2,739	$293	0.2%	$104.48	—	NATIONAL MUN ETF	464288414
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$1,510	1.1%	$729330.75	+2.3%	CL A	084670108