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CIK: 0001907826
Total reported value
$149.2M
$149.2M
59 檔
49.7%
In Q4 2024, Blodgett Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $149.2M, distributed across 59 disclosed stock positions.
In Q4 2024, Blodgett Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 17.69% | -0.09% | +0.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.48% | -0.52% | +0.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 11.22% | -0.32% | +1.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 9.21% | -0.96% | +0.10% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.57% | +0.33% | +3.39% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.26% | -0.17% | +5.98% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.13% | -0.72% | +4.18% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.12% | +0.30% | +17.92% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.13% | -4.43% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.05% | +12.34% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | -0.01% | +6.00% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.32% | -0.07% | -1.00% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | -0.11% | +0.04% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.26% | +1.03% | +10.58% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.24% | -0.28% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.12% | — | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.11% | -0.09% | -4.65% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.09% | -0.02% | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | -0.03% | -1.21% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | -0.09% | +23.14% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.10% | -6.27% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.80% | -0.11% | +16.18% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.71% | +0.58% | +135.71% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.02% | -12.80% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.19% | -1.76% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.14% | +41.05% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.59% | +0.31% | NEW | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.04% | — | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.10% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | -0.02% | — | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | +0.04% | +49.41% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.17% | -2.54% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.40% | -0.01% | — | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.40% | EXIT | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | -0.02% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.13% | +0.09% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.35% | — | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | -0.01% | +0.06% | |
| 39 | PSA | Public Storage | Stock-Real Estate | 0.31% | — | — | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.28% | +0.06% | — | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | -0.01% | -1.55% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.09% | -1.85% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.02% | +0.15% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.18% | EXIT | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.05% | +10.62% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.25% | -0.04% | +11.25% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.07% | — | |
| 48 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.24% | -0.04% | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.05% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | +5.98% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +3.39% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.35% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +23.14% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | -1.21% | Trim |
| 6 | ANET | Arista Networks Inc | +0.3% | NEW | New buy |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +10.58% | Add |
| 8 | CRM | Salesforce Inc | +0.2% | +16.18% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +49.41% | Add |
| 10 | SHOP | Shopify Inc - Class A | +0.2% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +41.05% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +12.34% | Add |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +135.71% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +0.13% | Add |
| 15 | WMT | Walmart Inc | 0% | +10.62% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | -4.43% | Trim |
| 17 | AXP | American Express Co | 0% | -1.00% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 19 | CSCO | Cisco Systems Inc | 0% | +0.09% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +4.18% | Add |
| 21 | BAC | Bank Of America CORP | 0% | +0.06% | Add |
| 22 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 24 | BX | Blackstone Inc | 0% | +0.21% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +11.25% | Add |
| 26 | CHPT | ChargePoint Holdings, Inc. | 0% | NEW | New buy |
| 27 | HON | Honeywell International Inc | — | — | Unchanged |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.15% | Add |
| 29 | CARM | Carisma Therapeutics Inc | 0% | -4.00% | Trim |
| 30 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 31 | DFAU | Dimensional US Core Equity M | 0% | — | Unchanged |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +0.11% | Add |
| 33 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | — | Unchanged |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 35 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 36 | IBM | Intl Business Machines CORP | 0% | -1.55% | Trim |
| 37 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 38 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 39 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 40 | ED | Consolidated Edison Inc | -0.1% | — | Unchanged |
| 41 | CVX | Chevron CORP | -0.1% | -2.54% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.1% | -12.80% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 44 | VZ | Verizon Communications Inc | -0.1% | -1.85% | Trim |
| 45 | KMB | Kimberly-clark CORP | -0.1% | — | Unchanged |
| 46 | DHR | Danaher CORP | -0.1% | — | Unchanged |
| 47 | HD | Home Depot Inc | -0.1% | +6.00% | Add |
| 48 | PSA | Public Storage | -0.1% | — | Unchanged |
| 49 | MCD | Mcdonald's CORP | -0.1% | -1.76% | Trim |
| 50 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Blodgett Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $149.2M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, AAPL, NVDA) accounted for 49.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $353.7K
Top Position Liquidated / Trimmed
CVS
前期市值: $410.3K
During Q4 2024, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (17.7%)、AAPL (13.5%)、NVDA (11.2%). The largest single position, IWF, represented 17.7% of total portfolio value.
In Q4 2024, Blodgett Wealth Advisors, LLC made 41 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 11 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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