Blodgett Wealth Advisors, LLC Sells in Q2 2025

Blodgett Wealth Advisors, LLC

  • $127 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.31K
- 6.67%
$172.42 - $223.89 $743K - $965K
60.3K $12.4M
LLY
Eli Lilly & CO

Healthcare
-415
- 8.26%
$713.71 - $898.95 $296K - $373K
4.61K $3.59M
GOOGL
Alphabet Inc.

Communication Services
-8.13K
- 18.81%
$144.7 - $178.6 $1.18M - $1.45M
35.1K $6.18M
MRK
Merck & Co., Inc.

Healthcare
-1.64K
- 14.98%
$73.47 - $87.12 $121K - $143K
9.33K $738K
JNJ
Johnson & Johnson

Healthcare
-500
- 10.22%
$146.36 - $159.82 $73.2K - $79.9K
4.39K $671K
PG
Procter & Gamble CO

Consumer Defensive
-200
- 2.99%
$157.66 - $172.39 $31.5K - $34.5K
6.48K $1.03M
TSLA
Tesla, Inc.

Consumer Cyclical
-900
- 27.27%
$221.86 - $362.89 $200K - $327K
2.4K $762K
V
Visa Inc.

Financial Services
-200
- 9.83%
$308.27 - $373.31 $61.7K - $74.7K
1.84K $651K
WM
Waste Management Inc

Industrials
-140
- 1.79%
$216.47 - $242.1 $30.3K - $33.9K
7.67K $1.76M
DVY
Ishares Tr

ETFs
-400
- 3.79%
$118.37 - $134.86 $47.3K - $53.9K
10.2K $1.35M
CAT
Caterpillar Inc

Industrials
-200
- 24.21%
$273.94 - $388.21 $54.8K - $77.6K
626 $243K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-188
- 1.16%
$18.83 - $19.22 $3.54K - $3.61K
16K $306K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-60
- 2.21%
$90.56 - $109.49 $5.43K - $6.57K
2.66K $290K
DFAU
Dimensional ETF Tr

ETFs
-360
- 5.93%
$34.04 - $42.36 $12.3K - $15.2K
5.71K $241K
BAC
Bank Of America Corp

Financial Services
-706
- 7.75%
$34.39 - $47.46 $24.3K - $33.5K
8.4K $397K
SHOP
Shopify Inc.

Technology
-200
- 8.6%
$76.89 - $115.35 $15.4K - $23.1K
2.13K $245K
XLK
Technology Sector Spdr

ETFs
-75
- 6.0%
$179.73 - $253.23 $13.5K - $19K
1.18K $297K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-125
- 10.29%
$141.37 - $228.57 $17.7K - $28.6K
1.09K $246K
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 1.4%
$908.13 - $1056.85 $54.5K - $63.4K
4.24K $4.19M
PANW
Palo Alto Networks Inc

Technology
-150
- 3.03%
$152.44 - $204.64 $22.9K - $30.7K
4.8K $982K
AXP
American Express CO

Financial Services
-440
- 7.78%
$231.39 - $318.98 $102K - $140K
5.22K $1.66M
AVGO
Broadcom Inc.

Technology
-75
- 1.36%
$146.29 - $275.65 $11K - $20.7K
5.44K $1.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
-180
- 3.55%
$321.63 - $509.31 $57.9K - $91.7K
4.89K $2.49M
AMZN
Amazon Com Inc

Consumer Cyclical
-840
- 1.96%
$167.32 - $223.3 $141K - $188K
42.1K $9.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.34K
- 6.36%
$320.42 - $424.58 $1.07M - $1.42M
49.2K $20.8M
MSFT
Microsoft Corp

Technology
-962
- 3.59%
$354.56 - $497.45 $341K - $479K
25.9K $12.9M
NVDA
Nvidia Corp

Technology
-4.82K
- 4.78%
$94.31 - $157.99 $454K - $761K
95.9K $15.2M
Activity Summary
Buys All Purchases 11 New Holdings 3 Increased Positions 8 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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