Latest BLODGETT WEALTH ADVISORS, LLC Stock Portfolio

BLODGETT WEALTH ADVISORS, LLC Performance:

2025 Q2: 13.58%YTD: 3.73%2024: 30.96%

Performance for 2025 Q2 is 13.58%, and YTD is 3.73%, and 2024 is 30.96%.

About BLODGETT WEALTH ADVISORS, LLC and 13F Hedge Fund Stock Holdings

BLODGETT WEALTH ADVISORS, LLC is a hedge fund based in CONCORD, CA. On 26-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $173 Millions. In it's latest 13F Holdings report, BLODGETT WEALTH ADVISORS, LLC reported an equity portfolio of $127.6 Millions as of 30 Jun, 2025.

The top stock holdings of BLODGETT WEALTH ADVISORS, LLC are IJR, NVDA, MSFT. The fund has invested 16.4% of it's portfolio in ISHARES TR and 11.9% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off QUALCOMM INC (QCOM), ARISTA NETWORKS INC (ANET) and CVS HEALTH CORP (CVS) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), CATERPILLAR INC (CAT) and J P MORGAN EXCHANGE TRADED F. BLODGETT WEALTH ADVISORS, LLC opened new stock positions in SNOWFLAKE INC (SNOW), ISHARES TR (AAXJ) and BLACKSTONE INC (BX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), UBER TECHNOLOGIES INC (UBER) and SALESFORCE INC (CRM).

BLODGETT WEALTH ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BLODGETT WEALTH ADVISORS, LLC made a return of 13.58% in the last quarter. In trailing 12 months, it's portfolio return was 9.57%.

New Buys

Ticker	$ Bought
snowflake inc	319,992
ishares tr	286,171
blackstone inc	212,444

New stocks bought by BLODGETT WEALTH ADVISORS, LLC

Additions

Ticker	% Inc.
ishares tr	7.87
uber technologies inc	7.81
salesforce inc	6.64
meta platforms inc	2.29
jpmorgan chase & co.	1.15
home depot inc	0.53
walmart inc	0.12
cisco sys inc	0.03

Additions to existing portfolio by BLODGETT WEALTH ADVISORS, LLC

Reductions

Ticker	% Reduced
tesla inc	-27.27
caterpillar inc	-24.21
j p morgan exchange traded f	-19.53
alphabet inc	-18.81
merck & co inc	-14.98
taiwan semiconductor mfg ltd	-10.29
johnson & johnson	-10.22
visa inc	-9.83

BLODGETT WEALTH ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
arista networks inc	-247,936
cvs health corp	-200,879
qualcomm inc	-263,442

BLODGETT WEALTH ADVISORS, LLC got rid off the above stocks

Sector Distribution

BLODGETT WEALTH ADVISORS, LLC has about 38.4% of it's holdings in Technology sector.

Sector	%
Technology	38.4
Others	26.9
Consumer Cyclical	10.1
Communication Services	7.1
Financial Services	5
Healthcare	4.8
Consumer Defensive	4.8
Industrials	2

Market Cap. Distribution

BLODGETT WEALTH ADVISORS, LLC has about 73.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	62.5
UNALLOCATED	26.9
LARGE-CAP	10.6

Stocks belong to which Index?

About 69.8% of the stocks held by BLODGETT WEALTH ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.8
Others	30.2

Top 5 Winners (%)		%
AVGO	broadcom inc	64.3 %
NVDA	nvidia corporation	44.6 %
CRWD	crowdstrike hldgs inc	43.8 %
NFLX	netflix inc	43.6 %
MSFT	microsoft corp	32.0 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	4.9 M
MSFT	microsoft corp	3.2 M
IJR	ishares tr	3.1 M
AMZN	amazon com inc	1.2 M
GOOG	alphabet inc	0.8 M

Top 5 Losers (%)		%
CVX	chevron corp new	-14.4 %
MRK	merck & co inc	-11.8 %
ABBV	abbvie inc	-11.4 %
KMB	kimberly-clark corp	-9.3 %
ED	consolidated edison inc	-9.3 %

Top 5 Losers ($)		$
AAPL	apple inc	-1.1 M
LLY	eli lilly & co	-0.2 M
MRK	merck & co inc	-0.1 M
ABBV	abbvie inc	-0.1 M
CVX	chevron corp new	-0.1 M

BLODGETT WEALTH ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BLODGETT WEALTH ADVISORS, LLC

BLODGETT WEALTH ADVISORS, LLC has 61 stocks in it's portfolio. About 71.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for BLODGETT WEALTH ADVISORS, LLC last quarter.

Last Reported on: 09 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	16.38	49,234	20,903,600	reduced	-6.36
Historical Trend of ISHARES TR Position Held By BLODGETT WEALTH ADVISORS, LLC What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	11.88	95,942	15,157,900	reduced	-4.78

	MSFT	microsoft corp	10.08	25,854	12,859,900	reduced	-3.59

	AAPL	apple inc	9.70	60,310	12,373,800	reduced	-6.67

	AMZN	amazon com inc	7.23	42,082	9,232,370	reduced	-1.96

	GOOG	alphabet inc	4.84	35,091	6,184,140	reduced	-18.81

	COST	costco whsl corp new	3.29	4,236	4,193,230	reduced	-1.4

	LLY	eli lilly & co	2.81	4,607	3,591,120	reduced	-8.26

	IJR	ishares tr	2.54	5,211	3,235,410	added	7.87

	JPM	jpmorgan chase & co.	2.53	11,140	3,229,590	added	1.15

	CRWD	crowdstrike hldgs inc	1.95	4,892	2,491,540	reduced	-3.55

	HD	home depot inc	1.68	5,856	2,147,140	added	0.53

	VB	vanguard index fds	1.41	10,153	1,794,410	unchanged	0.00

	WM	waste mgmt inc del	1.38	7,671	1,755,280	reduced	-1.79

	AXP	american express co	1.30	5,219	1,664,760	reduced	-7.78

	SPY	spdr s&p 500 etf tr	1.21	2,504	1,547,100	unchanged	0.00

	AVGO	broadcom inc	1.18	5,441	1,499,740	reduced	-1.36

		berkshire hathaway inc del	1.14	2.00	1,457,600	unchanged	0.00

	UBER	uber technologies inc	1.12	15,330	1,430,290	added	7.81

	IJR	ishares tr	1.06	10,165	1,350,000	reduced	-3.79