BLODGETT WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$119M
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 59 stock holdings with total value $119M as of Q3 2024. Top holdings included IWF, AAPL, NVDA, MSFT, and GOOGL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 59 $97.7M +$1.79M -$6.25M -$4.45M IWF, AAPL, MSFT, NVDA, GOOGL 13F-HR 2/2/2024, 01:24 PM
Q3 2023 58 $90.8M +$2.11M -$4.03M -$1.92M IWF, AAPL, MSFT, GOOGL, NVDA 13F-HR 10/27/2023, 05:41 PM
Q2 2023 63 $96.2M +$2M -$2.2M -$192K IWF, AAPL, MSFT, GOOGL, NVDA 13F-HR 7/26/2023, 08:36 PM
Q1 2023 62 $86.2M +$807K -$5.9M -$5.09M IWF, AAPL, MSFT, GOOGL, NVDA 13F-HR 4/21/2023, 05:40 PM
Q4 2022 62 $82.3M +$1.76M -$4.11M -$2.35M IWF, AAPL, MSFT, GOOGL, AMZN 13F-HR 2/2/2023, 10:02 AM
Q3 2022 59 $82.5M +$6.3M -$4.56M +$1.74M IWF, AAPL, MSFT, AMZN, GOOGL 13F-HR 10/20/2022, 06:54 PM
Q2 2022 62 $90.3M +$7.04M -$12.9M -$5.83M IWF, AAPL, MSFT, GOOGL, AMZN 13F-HR 7/19/2022, 09:26 PM
Q1 2022 81 $120M +$6.32M -$5.52M +$801K IWF, AAPL, MSFT, AMZN, GOOGL 13F-HR 4/27/2022, 05:18 PM
Q4 2021 83 $128M $0 $0 IWF, AAPL, MSFT, AMZN, GOOGL 13F-HR 2/1/2022, 09:24 PM