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CIK: 0001907826
Total reported value
$149.2M
$149.2M
61 檔
47.3%
The Q2 2025 SEC filing reveals that Blodgett Wealth Advisors, LLC held a total portfolio value of $149.2M, covering 61 public equity positions.
In Q2 2025, Blodgett Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 16.38% | -0.09% | -6.36% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 11.88% | -0.32% | -4.78% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 10.08% | -0.96% | -3.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 9.69% | -0.52% | -6.67% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.23% | -0.17% | -1.96% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.85% | +0.33% | -18.81% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.29% | -0.72% | -1.40% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.81% | +0.30% | -8.26% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.53% | -0.05% | +7.87% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.13% | +1.15% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.95% | +1.03% | -3.55% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.68% | -0.01% | +0.53% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.41% | -0.11% | — | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 1.38% | -0.28% | -1.79% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.30% | -0.07% | -7.78% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | -0.12% | — | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | -0.09% | -1.36% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.14% | -0.14% | — | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 1.12% | -0.10% | +7.81% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.06% | -0.02% | -3.79% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.14% | +2.29% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.10% | -2.99% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.77% | +0.58% | -3.03% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | +0.04% | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.69% | -0.11% | +6.64% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.19% | — | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.04% | — | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.03% | -27.27% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.09% | -14.98% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.10% | -10.22% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | -0.02% | -9.83% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.02% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.13% | +0.03% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.41% | -0.40% | EXIT | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.17% | — | |
| 36 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.40% | -0.01% | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | -0.02% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.01% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.35% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | +0.12% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | -0.01% | -7.75% | |
| 42 | PSA | Public Storage | Stock-Real Estate | 0.30% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.02% | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | -0.09% | — | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.25% | +0.11% | — | |
| 46 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.24% | -0.04% | -1.16% | |
| 47 | ED | Consolidated Edison Inc | Stock-Utilities | 0.24% | -0.05% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.05% | -6.00% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.23% | -0.04% | -2.21% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.23% | -0.18% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | -4.78% | Trim |
| 2 | MSFT | Microsoft CORP | +1.5% | -3.59% | Trim |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -3.55% | Trim |
| 4 | AVGO | Broadcom Inc | +0.4% | -1.36% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | -1.96% | Trim |
| 6 | SNOW | Snowflake Inc | +0.3% | NEW | New buy |
| 7 | UBER | Uber Technologies Inc | +0.2% | +7.81% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +1.15% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.87% | Add |
| 10 | MUB | Ishares National Muni Bond E | +0.2% | NEW | New buy |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | -6.36% | Trim |
| 12 | NFLX | Netflix Inc | +0.2% | — | Unchanged |
| 13 | BX | Blackstone Inc | +0.2% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +2.29% | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | -3.03% | Trim |
| 16 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 17 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | -10.29% | Trim |
| 20 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 21 | CSCO | Cisco Systems Inc | 0% | +0.03% | Add |
| 22 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 23 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 24 | WMT | Walmart Inc | 0% | +0.12% | Add |
| 25 | XLK | Ss Technology Select Sector | 0% | -6.00% | Trim |
| 26 | AXP | American Express Co | — | -7.78% | Trim |
| 27 | CRM | Salesforce Inc | — | +6.64% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 29 | SHOP | Shopify Inc - Class A | — | -8.60% | Trim |
| 30 | CARM | Carisma Therapeutics Inc | — | — | Unchanged |
| 31 | CHPT | ChargePoint Holdings, Inc. | — | — | Unchanged |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 33 | BAC | Bank Of America CORP | 0% | -7.75% | Trim |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | — | Unchanged |
| 35 | DFAU | Dimensional US Core Equity M | 0% | -5.93% | Trim |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | -2.21% | Trim |
| 37 | DHR | Danaher CORP | 0% | — | Unchanged |
| 38 | PSA | Public Storage | 0% | — | Unchanged |
| 39 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | 0% | -1.16% | Trim |
| 40 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 41 | CAT | Caterpillar Inc | 0% | -24.21% | Trim |
| 42 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 43 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | -19.53% | Trim |
| 44 | KMB | Kimberly-clark CORP | -0.1% | — | Unchanged |
| 45 | VTV | Vanguard Value ETF | -0.1% | — | Unchanged |
| 46 | V | Visa Inc-class A Shares | -0.1% | -9.83% | Trim |
| 47 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 48 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 49 | TSLA | Tesla Inc | -0.1% | -27.27% | 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 61 disclosed positions in Q2 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, NVDA, MSFT) accounted for 47.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SNOW
市值: $320.0K
Top Position Liquidated / Trimmed
QCOM
前期市值: $263.4K
During Q2 2025, Blodgett Wealth Advisors, LLC's top holdings by market value included IWF (16.4%)、NVDA (11.9%)、MSFT (10.1%). The largest single position, IWF, represented 16.4% of total portfolio value.
In Q2 2025, Blodgett Wealth Advisors, LLC made 42 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 28 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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