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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Million 16.2% of portfolio
52,578
Q1 2025 Reduced 6.42%
$0
$2.71 Million 2.32% of portfolio
4,831
Q1 2025 Added 11.75%
$0
$1.73 Million 1.48% of portfolio
10,153
Q1 2025 Added 2.92%
$0
$1.4 Million 1.2% of portfolio
10,565
Q1 2024 Reduced 5.37%
$0
$1.4 Million 1.2% of portfolio
2,504
Q1 2023 Reduced 3.84%
$0
$597,000 0.51% of portfolio
2,995
Q2 2024 Reduced 0.66%
$0
$465,000 0.4% of portfolio
5,468
Q3 2023 Reduced 1.8%
$0
$331,000 0.28% of portfolio
6,400
Q1 2025 New
$0
$320,000 0.27% of portfolio
683
Q4 2024 Added 0.15%
$0
$310,000 0.26% of portfolio
16,210
Q3 2022 Reduced 19.79%
$0
$284,000 0.24% of portfolio
2,720
Q4 2024 Added 11.25%
$0
$268,000 0.23% of portfolio
2,107
Q4 2021 New
$0
$257,000 0.22% of portfolio
1,250
Q2 2023 New
$0
$233,000 0.2% of portfolio
6,072
Q4 2023 New

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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