• 13F History

BLODGETT WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$117M
Signature - Title
Devin Blodgett - Chief Compliance Officer
Location
Concord, CA
Summary
This page shows a list of all the recent 13F filings made by BLODGETT WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BLODGETT WEALTH ADVISORS, LLC reported 61 stock holdings with total value $117M as of Q1 2025. Top holdings included IWF, AAPL, NVDA, MSFT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 61 $117M +$6.5M -$5.35M +$1.15M IWF, AAPL, NVDA, MSFT, AMZN 13F-HR 4/16/2025, 09:48 PM
Q4 2024 59 $128M +$4.24M -$1.58M +$2.65M IWF, AAPL, NVDA, MSFT, GOOGL 13F-HR 1/24/2025, 05:07 PM
Q3 2024 59 $119M +$3.06M -$3.55M -$494K IWF, AAPL, NVDA, MSFT, GOOGL 13F-HR 10/21/2024, 12:28 PM
Q2 2024 58 $118M +$13.9M -$4.9M +$9.03M IWF, AAPL, NVDA, MSFT, GOOGL 13F-HR 7/23/2024, 09:54 PM
Q1 2024 63 $110M +$3.7M -$3.58M +$125K IWF, MSFT, AAPL, NVDA, GOOGL 13F-HR 4/22/2024, 07:55 PM
Q4 2023 60 $98M +$1.79M -$6.25M -$4.45M IWF, AAPL, MSFT, NVDA, GOOGL 13F-HR 2/2/2024, 01:24 PM
Q3 2023 59 $91.1M +$2.11M -$882K +$1.23M IWF, AAPL, MSFT, GOOGL, NVDA 13F-HR 10/27/2023, 05:41 PM
Q2 2023 64 $96.6M +$2M -$1.41M +$592K IWF, AAPL, MSFT, GOOGL, NVDA 13F-HR 7/26/2023, 08:36 PM
Q1 2023 63 $86.5M +$1.12M -$4.67M -$3.54M IWF, AAPL, MSFT, GOOGL, NVDA 13F-HR 4/21/2023, 05:40 PM
Q4 2022 62 $82.3M +$1.76M -$3.3M -$1.55M IWF, AAPL, MSFT, GOOGL, AMZN 13F-HR 2/2/2023, 09:02 AM
Q3 2022 63 $83.4M +$6.3M -$3.38M +$2.92M IWF, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/20/2022, 06:54 PM
Q2 2022 66 $91.3M +$8.04M -$6.29M +$1.75M IWF, AAPL, MSFT, GOOGL, AMZN 13F-HR 7/19/2022, 09:26 PM
Q1 2022 82 $120M +$6.47M -$2.96M +$3.51M IWF, AAPL, MSFT, AMZN, GOOGL 13F-HR 4/27/2022, 05:18 PM
Q4 2021 85 $129M IWF, AAPL, MSFT, AMZN, GOOGL 13F-HR 2/1/2022, 08:24 PM