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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$14.4 Million 12.27% of portfolio
64,619
Q1 2025 Reduced 5.88%
$271B
$10.9 Million 9.33% of portfolio
100,757
Q1 2025 Reduced 5.45%
$2.95T
$10.1 Million 8.6% of portfolio
26,816
Q1 2025 Reduced 3.83%
$1.88T
$8.17 Million 6.98% of portfolio
42,922
Q1 2025 Added 40.47%
$957B
$6.68 Million 5.71% of portfolio
43,222
Q1 2025 Reduced 2.35%
$854B
$4.15 Million 3.54% of portfolio
5,022
Q1 2025 Reduced 2.43%
$440B
$4.06 Million 3.47% of portfolio
4,296
Q1 2025 Reduced 1.54%
$718B
$2.7 Million 2.31% of portfolio
11,013
Q1 2025 Added 2.33%
$369B
$2.13 Million 1.82% of portfolio
5,825
Q1 2025 Added 9.97%
$480B
$1.6 Million 1.36% of portfolio
2
Q1 2025 New
$385B
$1.14 Million 0.97% of portfolio
6,680
Q1 2025 Reduced 10.7%
$216B
$984,000 0.84% of portfolio
10,971
Q1 2025 Reduced 22.71%
$345B
$885,000 0.76% of portfolio
4,226
Q3 2024 Reduced 0.42%
$1.25T
$881,000 0.75% of portfolio
1,530
Q1 2025 Added 14.18%
$891B
$855,000 0.73% of portfolio
3,300
Q1 2025 Added 1.07%
$235B
$853,000 0.73% of portfolio
2,733
Q1 2025 Reduced 1.8%
$409B
$811,000 0.69% of portfolio
4,894
Q1 2025 Added 2.21%
$565B
$713,000 0.61% of portfolio
2,035
Q1 2025 Reduced 26.27%
$504B
$652,000 0.56% of portfolio
700
Q1 2025 Added 10.24%
$266B
$605,000 0.52% of portfolio
3,618
Q1 2025 Reduced 5.85%
$237B
$487,000 0.42% of portfolio
7,900
Q1 2025 Added 0.03%
$217B
$396,000 0.34% of portfolio
1,593
Q4 2024 Reduced 1.55%
$320B
$380,000 0.32% of portfolio
9,107
Q1 2025 Added 0.05%
$264B
$357,000 0.31% of portfolio
4,073
Q1 2025 Added 11.71%
$979B
$353,000 0.3% of portfolio
2,260
Q1 2025 Added 2.73%
$864B
$201,000 0.17% of portfolio
1,215
Q3 2024 Reduced 6.54%

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
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