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BLODGETT WEALTH ADVISORS, LLC
BLODGETT WEALTH ADVISORS, LLC
Latest filing: 2026-06-30
BLODGETT WEALTH ADVISORS, LLC runs BLODGETT WEALTH ADVISORS, LLC and currently holds 72 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $149.25M. Their top holdings are IWF, NVDA, AAPL, GOOGL, AMZN. The top five represent 51.1% of reported portfolio weight. BLODGETT WEALTH ADVISORS, LLC ranks #490 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BLODGETT WEALTH ADVISORS, LLC initiated 9 new positions. They added to 28 existing positions. They trimmed 14 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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72 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWF ISHARES TR | 14.10% | $76.71 | $122.38 | +59.54% | Added +303.59% |
 NVDA NVIDIA CORPORATION | 12.01% | $32.58 | $214.76 | +559.18% | Added +0.41% |
 AAPL APPLE INC | 10.96% | $173.86 | $309.35 | +77.93% | Trimmed -0.99% |
 GOOGL ALPHABET INC | 7.50% | $144.68 | $344.82 | +138.33% | Trimmed -0.47% |
 AMZN AMAZON COM INC | 6.54% | $175.85 | $258.63 | +47.07% | Added +0.70% |
 MSFT MICROSOFT CORP | 5.74% | $337.43 | $483.24 | +43.21% | Added +0.54% |
 LLY ELI LILLY & CO | 3.04% | $444.97 | $1,254.77 | +181.99% | Added +0.53% |
 COST COSTCO WHOLESALE CORPORATION | 2.94% | $631.68 | $947.74 | +50.03% | Added +1.25% |
 IVV ISHARES TR | 2.92% | $526.71 | $769.30 | +46.06% | Added +1.57% |
 CRWD CROWDSTRIKE HLDGS INC | 2.89% | $65.51 | $191.95 | +193.01% | Trimmed -6.20% |
Showing 1-10 of 72