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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$15.2 Million 11.89% of portfolio
95,942
Q2 2025 Reduced 4.78%
$3.95T
$12.9 Million 10.09% of portfolio
25,854
Q2 2025 Reduced 3.59%
$3.69T
$12.4 Million 9.71% of portfolio
60,310
Q2 2025 Reduced 6.67%
$2.26T
$9.23 Million 7.24% of portfolio
42,082
Q2 2025 Reduced 1.96%
$1.21T
$6.18 Million 4.85% of portfolio
35,091
Q2 2025 Reduced 18.81%
$439B
$4.19 Million 3.29% of portfolio
4,236
Q2 2025 Reduced 1.4%
$608B
$3.59 Million 2.82% of portfolio
4,607
Q2 2025 Reduced 8.26%
$859B
$3.23 Million 2.53% of portfolio
11,140
Q2 2025 Added 1.15%
$405B
$2.15 Million 1.68% of portfolio
5,856
Q2 2025 Added 0.53%
$227B
$1.66 Million 1.31% of portfolio
5,219
Q2 2025 Reduced 7.78%
$423B
$1.46 Million 1.14% of portfolio
2
Q1 2025 New
$1.78T
$1.16 Million 0.91% of portfolio
1,565
Q2 2025 Added 2.29%
$368B
$1.03 Million 0.81% of portfolio
6,480
Q2 2025 Reduced 2.99%
$545B
$937,000 0.74% of portfolio
700
Q1 2025 Added 10.24%
$232B
$876,000 0.69% of portfolio
3,213
Q2 2025 Added 6.64%
$222B
$798,000 0.63% of portfolio
2,733
Q1 2025 Reduced 1.8%
$1.08T
$762,000 0.6% of portfolio
2,400
Q2 2025 Reduced 27.27%
$203B
$738,000 0.58% of portfolio
9,328
Q2 2025 Reduced 14.98%
$452B
$671,000 0.53% of portfolio
4,394
Q2 2025 Reduced 10.22%
$551B
$651,000 0.51% of portfolio
1,835
Q2 2025 Reduced 9.83%
$293B
$548,000 0.43% of portfolio
7,902
Q2 2025 Added 0.03%
$302B
$518,000 0.41% of portfolio
3,618
Q1 2025 Reduced 5.85%
$210B
$469,000 0.37% of portfolio
1,593
Q4 2024 Reduced 1.55%
$281B
$398,000 0.31% of portfolio
4,078
Q2 2025 Added 0.12%
$381B
$397,000 0.31% of portfolio
8,401
Q2 2025 Reduced 7.75%
$1.24T
$400,000 0.31% of portfolio
2,260
Q1 2025 Added 2.73%
$1.27T
$246,000 0.19% of portfolio
1,090
Q2 2025 Reduced 10.29%
$218B
$243,000 0.19% of portfolio
626
Q2 2025 Reduced 24.21%

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
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