Blodgett Wealth Advisors, LLC Portfolio Holdings

Blodgett Wealth Advisors, LLC

  • $127 Million
  • Q2 2025

Blodgett Wealth Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $127 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $20.8M, Nvidia Corp with a value of $15.2M, Microsoft Corp with a value of $12.9M, Apple Inc. with a value of $12.4M, and Amazon Com Inc with a value of $9.23M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $117M to 127M.

Below you can find more details about Blodgett Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
Technology: $49.5 Million
ETFs: $32.2 Million
Consumer Cyclical: $12.9 Million
Communication Services: $9.01 Million
Financial Services: $7.9 Million
Consumer Defensive: $6.13 Million
Healthcare: $6.07 Million
Industrials: $2.52 Million
Other: $1.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.8 Million 16.29% of portfolio
49,234
Q2 2025 Reduced 6.36%
$434B
$15.2 Million 11.89% of portfolio
95,942
Q2 2025 Reduced 4.78%
$3.78T
$12.9 Million 10.09% of portfolio
25,854
Q2 2025 Reduced 3.59%
$3.73T
$12.4 Million 9.71% of portfolio
60,310
Q2 2025 Reduced 6.67%
$2.33T
$9.23 Million 7.24% of portfolio
42,082
Q2 2025 Reduced 1.96%
$1.27T
$6.18 Million 4.85% of portfolio
35,091
Q2 2025 Reduced 18.81%
$418B
$4.19 Million 3.29% of portfolio
4,236
Q2 2025 Reduced 1.4%
$696B
$3.59 Million 2.82% of portfolio
4,607
Q2 2025 Reduced 8.26%
$0
$3.24 Million 2.54% of portfolio
5,211
Q2 2025 Added 7.87%
$884B
$3.23 Million 2.53% of portfolio
11,140
Q2 2025 Added 1.15%
$91B
$2.49 Million 1.95% of portfolio
4,892
Q2 2025 Reduced 3.55%
$416B
$2.15 Million 1.68% of portfolio
5,856
Q2 2025 Added 0.53%
$0
$1.79 Million 1.41% of portfolio
10,153
Q1 2025 Added 2.92%
$92.9B
$1.76 Million 1.38% of portfolio
7,671
Q2 2025 Reduced 1.79%
$248B
$1.66 Million 1.31% of portfolio
5,219
Q2 2025 Reduced 7.78%
$0
$1.55 Million 1.21% of portfolio
2,504
Q1 2023 Reduced 3.84%
$453B
$1.46 Million 1.14% of portfolio
2
Q1 2025 New
$186B
$1.43 Million 1.12% of portfolio
15,330
Q2 2025 Added 7.81%
$0
$1.35 Million 1.06% of portfolio
10,165
Q2 2025 Reduced 3.79%
$1.66T
$1.16 Million 0.91% of portfolio
1,565
Q2 2025 Added 2.29%
$372B
$1.03 Million 0.81% of portfolio
6,480
Q2 2025 Reduced 2.99%
$57B
$982,000 0.77% of portfolio
4,800
Q2 2025 Reduced 3.03%
$538B
$937,000 0.74% of portfolio
700
Q1 2025 Added 10.24%
$256B
$876,000 0.69% of portfolio
3,213
Q2 2025 Added 6.64%
$231B
$798,000 0.63% of portfolio
2,733
Q1 2025 Reduced 1.8%
$372B
$784,000 0.62% of portfolio
4,226
Q3 2024 Reduced 0.42%
$1.05T
$762,000 0.6% of portfolio
2,400
Q2 2025 Reduced 27.27%
$213B
$738,000 0.58% of portfolio
9,328
Q2 2025 Reduced 14.98%
$463B
$671,000 0.53% of portfolio
4,394
Q2 2025 Reduced 10.22%
$0
$646,000 0.51% of portfolio
2,995
Q2 2024 Reduced 0.66%
$575B
$651,000 0.51% of portfolio
1,835
Q2 2025 Reduced 9.83%
$284B
$548,000 0.43% of portfolio
7,902
Q2 2025 Added 0.03%
$148B
$518,000 0.41% of portfolio
2,225
Q2 2024 Reduced 1.29%
$314B
$518,000 0.41% of portfolio
3,618
Q1 2025 Reduced 5.85%
$43.6B
$504,000 0.4% of portfolio
3,912
Q1 2024 Reduced 4.86%
$0
$502,000 0.39% of portfolio
5,468
Q3 2023 Reduced 1.8%
$218B
$469,000 0.37% of portfolio
1,593
Q4 2024 Reduced 1.55%
$263B
$398,000 0.31% of portfolio
4,078
Q2 2025 Added 0.12%
$407B
$397,000 0.31% of portfolio
8,401
Q2 2025 Reduced 7.75%
$1.3T
$400,000 0.31% of portfolio
2,260
Q1 2025 Added 2.73%
$51.7B
$381,000 0.3% of portfolio
1,300
Q4 2021 New
$0
$376,000 0.3% of portfolio
683
Q4 2024 Added 0.15%
$186B
$331,000 0.26% of portfolio
7,656
Q1 2025 Reduced 12.56%
$76.4B
$319,000 0.25% of portfolio
1,430
Q2 2025 New
$34.8B
$301,000 0.24% of portfolio
3,000
Q4 2021 New
$0
$306,000 0.24% of portfolio
16,022
Q2 2025 Reduced 1.16%
$0
$297,000 0.23% of portfolio
1,175
Q2 2025 Reduced 6.0%
$0
$290,000 0.23% of portfolio
2,660
Q2 2025 Reduced 2.21%
$174B
$288,000 0.23% of portfolio
3,167
Q3 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $127 Million
  • Prior Value $117 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Blodgett Wealth Advisors, LLC Portfolio

Follow Blodgett Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blodgett Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blodgett Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email