Blodgett Wealth Advisors, LLC Portfolio Holdings

Blodgett Wealth Advisors, LLC

  • $119 Million
  • Q3 2024

Blodgett Wealth Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $119 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 $21.1M, Apple Inc. with a value of $16M, Nvidia Corp with a value of $12.8M, Microsoft Corp with a value of $12M, and Alphabet Inc. with a value of $7.1M.

Examining the 13F form we can see an increase of $792K in the current position value, from $118M to 119M.

Below you can find more details about Blodgett Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Million
Technology: $46.7 Million
ETFs: $30.7 Million
Consumer Cyclical: $9.12 Million
Communication Services: $8.71 Million
Healthcare: $8.37 Million
Consumer Defensive: $5.92 Million
Financial Services: $5.57 Million
Industrials: $2.4 Million
Other: $1.37 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$285,000 0.24% of portfolio
2,445
Q3 2024 Added 11.39%
$0
$282,000 0.24% of portfolio
1,250
Q2 2023 New
$0
$270,000 0.23% of portfolio
2,107
Q4 2021 New
$250B
$266,000 0.22% of portfolio
3,296
Q3 2024 Added 0.09%
$0
$240,000 0.2% of portfolio
6,072
Q4 2023 New
$121B
$213,000 0.18% of portfolio
1,397
Q3 2024 New
$1.02T
$211,000 0.18% of portfolio
1,215
Q3 2024 Reduced 6.54%
$135B
$205,000 0.17% of portfolio
3,167
Q3 2024 Added 0.06%
Carisma Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $119 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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