Blodgett Wealth Advisors, LLC Portfolio Holdings

Blodgett Wealth Advisors, LLC

  • $117 Million
  • Q1 2025

Blodgett Wealth Advisors, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $117 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 $19M, Apple Inc. with a value of $14.4M, Nvidia Corp with a value of $10.9M, Microsoft Corp with a value of $10.1M, and Amazon Com Inc with a value of $8.17M.

Examining the 13F form we can see an decrease of $10.2M in the current position value, from $127M to 117M.

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

Portfolio value $117 Million
Technology: $42.3 Million
ETFs: $29.3 Million
Consumer Cyclical: $12 Million
Communication Services: $8.92 Million
Healthcare: $7.33 Million
Financial Services: $7.16 Million
Consumer Defensive: $6.11 Million
Industrials: $2.55 Million
Other: $1.33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Million 16.2% of portfolio
52,578
Q1 2025 Reduced 6.42%
$3.14T
$14.4 Million 12.27% of portfolio
64,619
Q1 2025 Reduced 5.88%
$359B
$10.9 Million 9.33% of portfolio
100,757
Q1 2025 Reduced 5.45%
$3.56T
$10.1 Million 8.6% of portfolio
26,816
Q1 2025 Reduced 3.83%
$2.19T
$8.17 Million 6.98% of portfolio
42,922
Q1 2025 Added 40.47%
$993B
$6.68 Million 5.71% of portfolio
43,222
Q1 2025 Reduced 2.35%
$752B
$4.15 Million 3.54% of portfolio
5,022
Q1 2025 Reduced 2.43%
$433B
$4.06 Million 3.47% of portfolio
4,296
Q1 2025 Reduced 1.54%
$0
$2.71 Million 2.32% of portfolio
4,831
Q1 2025 Added 11.75%
$791B
$2.7 Million 2.31% of portfolio
11,013
Q1 2025 Added 2.33%
$357B
$2.13 Million 1.82% of portfolio
5,825
Q1 2025 Added 9.97%
$96.2B
$1.81 Million 1.55% of portfolio
7,811
Q3 2024 Reduced 11.35%
$106B
$1.79 Million 1.53% of portfolio
5,072
Q1 2025 Added 7.87%
$0
$1.73 Million 1.48% of portfolio
10,153
Q1 2025 Added 2.92%
$435B
$1.6 Million 1.36% of portfolio
2
Q1 2025 New
$219B
$1.52 Million 1.3% of portfolio
5,659
Q4 2024 Reduced 1.0%
$0
$1.4 Million 1.2% of portfolio
2,504
Q1 2023 Reduced 3.84%
$376B
$1.14 Million 0.97% of portfolio
6,680
Q1 2025 Reduced 10.7%
$168B
$1.04 Million 0.89% of portfolio
14,220
Q1 2025 New
$198B
$984,000 0.84% of portfolio
10,971
Q1 2025 Reduced 22.71%
$101B
$923,000 0.79% of portfolio
5,516
Q1 2025 Added 1.62%
$328B
$885,000 0.76% of portfolio
4,226
Q3 2024 Reduced 0.42%
$1.57T
$881,000 0.75% of portfolio
1,530
Q1 2025 Added 14.18%
$999B
$855,000 0.73% of portfolio
3,300
Q1 2025 Added 1.07%
$215B
$853,000 0.73% of portfolio
2,733
Q1 2025 Reduced 1.8%
$60.5B
$844,000 0.72% of portfolio
4,950
Q4 2024 Added 135.71%
$263B
$808,000 0.69% of portfolio
3,013
Q1 2025 Reduced 1.28%
$398B
$811,000 0.69% of portfolio
4,894
Q1 2025 Added 2.21%
$585B
$713,000 0.61% of portfolio
2,035
Q1 2025 Reduced 26.27%
$543B
$652,000 0.56% of portfolio
700
Q1 2025 Added 10.24%
$291B
$605,000 0.52% of portfolio
3,618
Q1 2025 Reduced 5.85%
$0
$597,000 0.51% of portfolio
2,995
Q2 2024 Reduced 0.66%
$43.5B
$556,000 0.48% of portfolio
3,912
Q1 2024 Reduced 4.86%
$268B
$487,000 0.42% of portfolio
7,900
Q1 2025 Added 0.03%
$149B
$471,000 0.4% of portfolio
2,225
Q2 2024 Reduced 1.29%
$0
$465,000 0.4% of portfolio
5,468
Q3 2023 Reduced 1.8%
$254B
$396,000 0.34% of portfolio
1,593
Q4 2024 Reduced 1.55%
$51.5B
$389,000 0.33% of portfolio
1,300
Q4 2021 New
$355B
$380,000 0.32% of portfolio
9,107
Q1 2025 Added 0.05%
$256B
$357,000 0.31% of portfolio
4,073
Q1 2025 Added 11.71%
$176B
$347,000 0.3% of portfolio
7,656
Q1 2025 Reduced 12.56%
$1.08T
$353,000 0.3% of portfolio
2,260
Q1 2025 Added 2.73%
$35.9B
$331,000 0.28% of portfolio
3,000
Q4 2021 New
$0
$331,000 0.28% of portfolio
6,400
Q1 2025 New
$0
$320,000 0.27% of portfolio
683
Q4 2024 Added 0.15%
$142B
$301,000 0.26% of portfolio
1,470
Q1 2023 Reduced 6.37%
$0
$310,000 0.26% of portfolio
16,210
Q3 2022 Reduced 19.79%
$0
$284,000 0.24% of portfolio
2,720
Q4 2024 Added 11.25%
$0
$268,000 0.23% of portfolio
2,107
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $117 Million
  • Prior Value $127 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 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