Blodgett Wealth Advisors, LLC Purchases and Sells in Q1 2025

Blodgett Wealth Advisors, LLC

$117 Million
Q1 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	12.4K + 40.47%	$190.26 - $242.06 $2.35M - $2.99M	42.9K $8.17M
CRWD	370 + 7.87%	$308.86 - $455.36 $114K - $168K	5.07K $1.79M
IVV	508 + 11.75%	$554.06 - $615.85 $281K - $313K	4.83K $2.71M
JPM	251 + 2.33%	$225.19 - $279.95 $56.5K - $70.3K	11K $2.7M
JNJ	106 + 2.21%	$142.06 - $167.7 $15.1K - $17.8K	4.89K $811K
META	190 + 14.18%	$576.36 - $736.67 $110K - $140K	1.53K $881K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6M
UBER	14.2K New	$63.17 - $81.49 $898K - $1.16M	14.2K $1.04M
JEPQ	6.4K New	$51.45 - $58.51 $329K - $374K	6.4K $331K
CVS	2.97K New	$44.22 - $68.64 $131K - $204K	2.97K $200K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-3.61K - 6.42%	$360.07 - $417.26 $1.3M - $1.51M	52.6K $19M
NVDA	-5.81K - 5.45%	$106.98 - $149.43 $621K - $867K	101K $10.9M
AAPL	-4.04K - 5.88%	$209.68 - $247.1 $847K - $998K	64.6K $14.4M
GOOGL	-1.04K - 2.35%	$154.33 - $206.19 $161K - $215K	43.2K $6.68M
MSFT	-1.07K - 3.83%	$375.39 - $447.2 $401K - $477K	26.8K $10.1M
MRK	-3.22K - 22.71%	$83.01 - $101.02 $268K - $326K	11K $984K

Activity Summary All Purchases 19 New Holdings 4 Increased Positions 15 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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