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CIK: 0001907826
Total reported value
$149.2M
$149.2M
61 檔
41.9%
The Q1 2025 SEC filing reveals that Blodgett Wealth Advisors, LLC held a total portfolio value of $149.2M, covering 61 public equity positions.
Blodgett Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.18% | -0.09% | -6.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 12.23% | -0.52% | -5.88% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 9.31% | -0.32% | -5.45% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.58% | -0.96% | -3.83% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.96% | -0.17% | +40.47% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.70% | +0.33% | -2.35% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.53% | +0.30% | -2.43% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.46% | -0.72% | -1.54% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | -0.05% | +11.75% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | -0.13% | +2.33% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.82% | -0.01% | +9.97% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.54% | -0.28% | — | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.52% | +1.03% | +7.87% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | -0.11% | +2.92% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.36% | -0.14% | — | |
| 16 | AXP | American Express Co | Stock-Financials | 1.30% | -0.07% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.21% | -0.02% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.19% | -0.12% | — | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.10% | -10.70% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 0.88% | -0.10% | — | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.09% | -22.71% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | -0.09% | +1.62% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.04% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.14% | +14.18% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.03% | +1.07% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.19% | -1.80% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.58% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.10% | +2.21% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.11% | -1.28% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.02% | -26.27% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | +0.04% | +10.24% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.17% | -5.85% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.02% | — | |
| 34 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.47% | -0.01% | — | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.13% | +0.03% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | -0.02% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.34% | -0.01% | — | |
| 39 | PSA | Public Storage | Stock-Real Estate | 0.33% | — | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | -0.01% | +0.05% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | +11.71% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.35% | +2.73% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.09% | -12.56% | |
| 44 | ED | Consolidated Edison Inc | Stock-Utilities | 0.28% | -0.05% | — | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.28% | -0.02% | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.02% | — | |
| 47 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.27% | -0.04% | — | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.26% | -0.18% | EXIT | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | -0.04% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.7% | +40.47% | Add |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +1.4% | NEW | New buy |
| 3 | UBER | Uber Technologies Inc | +0.9% | NEW | New buy |
| 4 | LLY | Eli Lilly & Co | +0.4% | -2.43% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.3% | -1.54% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +11.75% | Add |
| 7 | WM | Waste Management Inc | +0.3% | — | Unchanged |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +2.33% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +7.87% | Add |
| 11 | HD | Home Depot Inc | +0.2% | +9.97% | Add |
| 12 | VTV | Vanguard Value ETF | +0.2% | +2.92% | Add |
| 13 | CVS | Cvs Health CORP | +0.2% | NEW | New buy |
| 14 | ABBV | Abbvie Inc | +0.2% | — | Unchanged |
| 15 | JNJ | Johnson & Johnson | +0.2% | +2.21% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +14.18% | Add |
| 17 | NFLX | Netflix Inc | +0.1% | +10.24% | Add |
| 18 | DVY | Ishares Select Dividend ETF | +0.1% | — | Unchanged |
| 19 | MCD | Mcdonald's CORP | +0.1% | -1.80% | Trim |
| 20 | CVX | Chevron CORP | +0.1% | -5.85% | Trim |
| 21 | ED | Consolidated Edison Inc | +0.1% | — | Unchanged |
| 22 | IBM | Intl Business Machines CORP | +0.1% | — | Unchanged |
| 23 | KMB | Kimberly-clark CORP | +0.1% | — | Unchanged |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +0.03% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | +11.71% | Add |
| 27 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 28 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | — | Unchanged |
| 29 | VZ | Verizon Communications Inc | 0% | -12.56% | Trim |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 31 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 32 | PSA | Public Storage | 0% | — | Unchanged |
| 33 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 34 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 35 | BAC | Bank Of America CORP | 0% | +0.05% | Add |
| 36 | DFAU | Dimensional US Core Equity M | 0% | — | Unchanged |
| 37 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 38 | DHR | Danaher CORP | — | — | Unchanged |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 40 | SHOP | Shopify Inc - Class A | — | — | Unchanged |
| 41 | CHPT | ChargePoint Holdings, Inc. | — | — | Unchanged |
| 42 | CARM | Carisma Therapeutics Inc | — | — | Unchanged |
| 43 | PG | Procter & Gamble Co/the | 0% | -10.70% | Trim |
| 44 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 45 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 46 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 47 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 48 | AXP | American Express Co | 0% | — | Unchanged |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +2.73% | Add |
According to official SEC Form 13F filings, Blodgett Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $149.2M across 61 disclosed positions in Q1 2025.
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 41.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $1.6M
Top Position Liquidated / Trimmed
AMD
前期市值: $755.8K
During Q1 2025, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (16.2%)、AAPL (12.2%)、NVDA (9.3%). The largest single position, IWF, represented 16.2% of total portfolio value.
In Q1 2025, Blodgett Wealth Advisors, LLC made 35 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 14 holdings, and fully liquidating 2 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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