Blodgett Wealth Advisors, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $111 Million distributed in 64 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 $18.8M, Microsoft Corp with a value of $12.4M, Apple Inc. with a value of $12.2M, Nvidia Corp with a value of $10.7M, and Alphabet Inc. with a value of $6.77M.

Examining the 13F form we can see an increase of $13M in the current position value, from $97.9M to 111M.

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

Portfolio value $111 Million
Technology: $42.3 Million
ETFs: $27.6 Million
Healthcare: $9.12 Million
Consumer Cyclical: $8.98 Million
Communication Services: $8.36 Million
Consumer Defensive: $5.42 Million
Financial Services: $4.63 Million
Industrials: $2.65 Million
Other: $1.77 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $111 Million
  • Prior Value $97.9 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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