Blodgett Wealth Advisors, LLC Portfolio Holdings
Blodgett Wealth Advisors, LLC
- $127 Million
- Q4 2024
Blodgett Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $127 Million distributed in 59 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 $22.6M, Apple Inc. with a value of $17.2M, Nvidia Corp with a value of $14.3M, Microsoft Corp with a value of $11.8M, and Alphabet Inc. with a value of $8.38M.
Examining the 13F form we can see an increase of $8.28M in the current position value, from $119M 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: $50.4 Million
ETFs: $32.5 Million
Consumer Cyclical: $10.9 Million
Communication Services: $10.5 Million
Healthcare: $7.16 Million
Consumer Defensive: $6.09 Million
Financial Services: $6.01 Million
Industrials: $2.38 Million
Other: $1.21 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|