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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$17.2 Million 13.52% of portfolio
68,657
Q4 2024 Added 0.13%
$299B
$14.3 Million 11.25% of portfolio
106,562
Q4 2024 Added 1.35%
$3.09T
$11.8 Million 9.24% of portfolio
27,883
Q4 2024 Added 0.1%
$1.22T
$8.38 Million 6.59% of portfolio
44,263
Q4 2024 Added 3.39%
$2.42T
$6.7 Million 5.27% of portfolio
30,556
Q4 2024 Added 5.98%
$434B
$4 Million 3.14% of portfolio
4,363
Q4 2024 Added 4.18%
$771B
$3.97 Million 3.12% of portfolio
5,147
Q4 2024 Added 17.92%
$784B
$2.58 Million 2.03% of portfolio
10,762
Q4 2024 Reduced 4.43%
$422B
$2.06 Million 1.62% of portfolio
5,297
Q4 2024 Added 6.0%
$237B
$1.68 Million 1.32% of portfolio
5,659
Q4 2024 Reduced 1.0%
$250B
$1.41 Million 1.11% of portfolio
14,195
Q4 2024 Reduced 4.65%
$1.28T
$1.32 Million 1.04% of portfolio
3,265
Q4 2024 Reduced 1.21%
$393B
$1.25 Million 0.99% of portfolio
7,480
Q4 2024 Reduced 6.27%
$342B
$1.02 Million 0.8% of portfolio
3,052
Q4 2024 Added 16.18%
$559B
$872,000 0.69% of portfolio
2,760
Q4 2024 Reduced 12.8%
$212B
$806,000 0.63% of portfolio
2,783
Q4 2024 Reduced 1.76%
$325B
$750,000 0.59% of portfolio
4,226
Q3 2024 Reduced 0.42%
$398B
$692,000 0.54% of portfolio
4,788
Q3 2024 Reduced 1.97%
$435B
$565,000 0.44% of portfolio
635
Q4 2024 Added 49.41%
$292B
$556,000 0.44% of portfolio
3,843
Q4 2024 Reduced 2.54%
$249B
$467,000 0.37% of portfolio
7,898
Q4 2024 Added 0.09%
$1.25T
$418,000 0.33% of portfolio
2,200
Q3 2023 Added 22.22%
$372B
$400,000 0.31% of portfolio
9,102
Q4 2024 Added 0.05%
$229B
$350,000 0.28% of portfolio
1,593
Q4 2024 Reduced 1.55%
$266B
$329,000 0.26% of portfolio
3,646
Q4 2024 Added 10.62%
$1.09T
$239,000 0.19% of portfolio
1,215
Q3 2024 Reduced 6.54%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $127 Million
  • Prior Value $119 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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