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Home > Institutional Investor > Blodgett Wealth Advisors, Llc > Profile

Instuitional Investor - Blodgett Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Blodgett Wealth Advisors, Llc
Portfolio Value $127,634,251
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 49,234 $20,903,563 16.38%
2.
Nvidia Corp
 NVDA 95,942 $15,157,893 11.88%
3.
Microsoft Corp
 MSFT 25,854 $12,859,936 10.08%
4.
Apple Inc.
 AAPL 60,310 $12,373,769 9.69%
5.
Amazon Com Inc
 AMZN 42,082 $9,232,370 7.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)