BLODGETT WEALTH ADVISORS, LLC 13F Portfolio
BLODGETT WEALTH ADVISORS, LLC runs BLODGETT WEALTH ADVISORS, LLC and currently holds 72 stock positions, which is fewer than the average of 231 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 #502 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%.
Portfolio Value
$149.25M
Alpha Score
58.0
#502 of 1000
Holdings
72
BLODGETT WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from BLODGETT WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
72 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWF ISHARES TR | 14.10% | $76.71 | $127.91 | +66.74% | Added +303.59% |
 NVDA NVIDIA CORPORATION | 12.01% | $32.58 | $229.28 | +603.74% | Added +0.41% |
 AAPL APPLE INC | 10.96% | $173.86 | $336.68 | +93.65% | Trimmed -0.99% |
 GOOGL ALPHABET INC | 7.50% | $144.68 | $351.66 | +143.06% | Trimmed -0.47% |
 AMZN AMAZON COM INC | 6.54% | $175.85 | $262.43 | +49.24% | Added +0.70% |
 MSFT MICROSOFT CORP | 5.74% | $337.43 | $535.07 | +58.57% | Added +0.54% |
 LLY ELI LILLY & CO | 3.04% | $444.97 | $1,178.52 | +164.85% | Added +0.53% |
 COST COSTCO WHOLESALE CORPORATION | 2.94% | $631.68 | $946.92 | +49.91% | Added +1.25% |
 IVV ISHARES TR | 2.92% | $526.71 | $781.99 | +48.47% | Added +1.57% |
 CRWD CROWDSTRIKE HLDGS INC | 2.89% | $65.51 | $275.04 | +319.84% | Trimmed -6.20% |
Showing 1-10 of 72