Blodgett Wealth Advisors, LLC Portfolio Holdings

Blodgett Wealth Advisors, LLC

  • $139 Million
  • Q3 2025

Blodgett Wealth Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Million distributed in 64 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 $22.9M, Nvidia Corp with a value of $17.3M, Apple Inc. with a value of $15.2M, Microsoft Corp with a value of $12.9M, and Amazon Com Inc with a value of $9.05M.

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

Portfolio value $139 Million
Technology: $55 Million
ETFs: $34.8 Million
Consumer Cyclical: $13.5 Million
Communication Services: $11.2 Million
Financial Services: $8.21 Million
Consumer Defensive: $6.44 Million
Healthcare: $6.2 Million
Industrials: $2.36 Million
Other: $1.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.9 Million 16.45% of portfolio
48,831
Q3 2025 Reduced 0.82%
$465B
$17.3 Million 12.41% of portfolio
92,497
Q3 2025 Reduced 3.59%
$4.3T
$15.2 Million 10.94% of portfolio
59,710
Q3 2025 Reduced 0.99%
$3.78T
$12.9 Million 9.27% of portfolio
24,879
Q3 2025 Reduced 3.77%
$2.39T
$9.05 Million 6.51% of portfolio
41,232
Q3 2025 Reduced 2.02%
$1.65T
$8.28 Million 5.95% of portfolio
34,047
Q3 2025 Reduced 2.98%
$404B
$4.33 Million 3.12% of portfolio
4,683
Q3 2025 Added 10.55%
$0
$3.56 Million 2.56% of portfolio
5,322
Q3 2025 Added 2.13%
$971B
$3.4 Million 2.44% of portfolio
4,452
Q3 2025 Reduced 3.36%
$881B
$3.31 Million 2.38% of portfolio
10,491
Q3 2025 Reduced 5.83%
$115B
$2.53 Million 1.82% of portfolio
5,157
Q3 2025 Added 5.42%
$367B
$2.45 Million 1.77% of portfolio
6,058
Q3 2025 Added 3.45%
$0
$1.89 Million 1.36% of portfolio
10,158
Q3 2025 Added 0.05%
$85.9B
$1.69 Million 1.22% of portfolio
7,671
Q2 2025 Reduced 1.79%
$255B
$1.68 Million 1.2% of portfolio
5,044
Q3 2025 Reduced 3.35%
$0
$1.67 Million 1.2% of portfolio
2,504
Q1 2023 Reduced 3.84%
$453B
$1.51 Million 1.08% of portfolio
2
Q1 2025 New
$181B
$1.49 Million 1.07% of portfolio
15,230
Q3 2025 Reduced 0.65%
$1.37T
$1.15 Million 0.83% of portfolio
1,565
Q2 2025 Added 2.29%
$0
$1.1 Million 0.79% of portfolio
7,715
Q3 2025 Reduced 24.1%
$1.29T
$1.07 Million 0.77% of portfolio
2,400
Q2 2025 Reduced 27.27%
$61.4B
$1.07 Million 0.77% of portfolio
5,250
Q3 2025 Added 9.38%
$346B
$995,000 0.72% of portfolio
6,480
Q2 2025 Reduced 2.99%
$414B
$978,000 0.7% of portfolio
4,226
Q3 2024 Reduced 0.42%
$49.1B
$942,000 0.68% of portfolio
786
Q3 2025 Added 12.29%
$224B
$906,000 0.65% of portfolio
2,984
Q3 2025 Added 9.18%
$522B
$814,000 0.59% of portfolio
4,395
Q3 2025 Added 0.02%
$235B
$783,000 0.56% of portfolio
9,330
Q3 2025 Added 0.02%
$237B
$761,000 0.55% of portfolio
3,213
Q2 2025 Added 6.64%
$0
$724,000 0.52% of portfolio
2,995
Q2 2024 Reduced 0.66%
$533B
$626,000 0.45% of portfolio
1,835
Q2 2025 Reduced 9.83%
$1.74T
$550,000 0.4% of portfolio
2,260
Q1 2025 Added 2.73%
$303B
$561,000 0.4% of portfolio
3,618
Q1 2025 Reduced 5.85%
$319B
$540,000 0.39% of portfolio
7,905
Q3 2025 Added 0.04%
$0
$527,000 0.38% of portfolio
5,468
Q3 2023 Reduced 1.8%
$35.1B
$486,000 0.35% of portfolio
3,912
Q1 2024 Reduced 4.86%
$132B
$468,000 0.34% of portfolio
2,225
Q2 2024 Reduced 1.29%
$266B
$449,000 0.32% of portfolio
1,593
Q4 2024 Reduced 1.55%
$279B
$420,000 0.3% of portfolio
4,080
Q3 2025 Added 0.05%
$0
$410,000 0.29% of portfolio
683
Q4 2024 Added 0.15%
$48.1B
$375,000 0.27% of portfolio
1,300
Q4 2021 New
$0
$353,000 0.25% of portfolio
6,150
Q3 2025 Added 19.42%
$413B
$340,000 0.24% of portfolio
6,605
Q3 2025 Reduced 21.38%
$0
$331,000 0.24% of portfolio
1,175
Q2 2025 Reduced 6.0%
$82.2B
$339,000 0.24% of portfolio
1,505
Q3 2025 Added 5.24%
$0
$316,000 0.23% of portfolio
2,660
Q2 2025 Reduced 2.21%
$172B
$321,000 0.23% of portfolio
7,306
Q3 2025 Reduced 4.57%
$174B
$315,000 0.23% of portfolio
2,125
Q2 2025 Reduced 8.6%
$1.46T
$304,000 0.22% of portfolio
1,090
Q2 2025 Reduced 10.29%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $139 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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