☆BLODGETT WEALTH ADVISORS, LLC
Quality Q
0.560
AUM ($M)
149
Positions
72
Turnover
0.06
Top-10 wt
69%
Herfindahl
0.066
History (qtrs)
6
Excess Return
not eligible
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Holdings · 75 positions · portfolio value $149M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IWF funds › | ISHARES TR | ADD | — | 14.1% | -0.1% | 21.0 | 169,447 | +127,462 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 12.0% | -0.3% | 17.9 | 89,547 | +370 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 11.0% | -0.5% | 16.4 | 56,523 | -564 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 7.5% | +0.3% | 11.2 | 31,305 | -147 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 6.5% | -0.2% | 9.8 | 40,952 | +285 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 5.7% | -1.0% | 8.6 | 22,969 | +123 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 3.0% | +0.3% | 4.5 | 3,779 | +20 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 2.9% | -0.7% | 4.4 | 4,693 | +58 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 2.9% | -0.0% | 4.4 | 5,827 | +90 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 2.9% | +1.0% | 4.3 | 5,646 | -373 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 2.4% | -0.1% | 3.6 | 10,916 | +126 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 1.5% | -0.1% | 2.2 | 10,228 | -70 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 1.3% | -0.1% | 2.0 | 27,555 | +2,475 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 1.3% | +0.6% | 2.0 | 5,800 | -100 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 1.3% | -0.0% | 1.9 | 5,452 | +451 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.2% | -0.1% | 1.8 | 2,345 | -159 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 1.1% | -0.1% | 1.7 | 5,044 | +0 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 1.0% | -0.1% | 1.5 | 2 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.9% | -0.1% | 1.4 | 3,647 | -479 | 5 | — |
| ☆DVY funds › | ISHARES TR | ADD | — | 0.9% | -0.0% | 1.3 | 8,440 | +925 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.9% | +0.3% | 1.3 | 3,622 | +1,362 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.8% | -0.1% | 1.2 | 9,334 | +1 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.8% | +0.0% | 1.2 | 16,250 | +6,520 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.8% | -0.1% | 1.1 | 2,016 | +21 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.7% | -0.1% | 1.1 | 4,396 | +1 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.6% | -0.0% | 1.0 | 2,300 | +0 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.6% | -0.1% | 0.9 | 6,320 | +40 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.6% | +0.1% | 0.9 | 7,660 | +1 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.6% | +0.6% | 0.9 | 774 | +774 | 1 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.6% | -0.3% | 0.9 | 3,951 | -845 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.6% | -0.0% | 0.9 | 2,845 | -150 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.5% | -0.2% | 0.8 | 2,984 | +0 | 5 | — |
| ☆V funds › | VISA INC | HOLD | — | 0.4% | -0.0% | 0.6 | 1,835 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.4% | +0.2% | 0.6 | 4,473 | -775 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.4% | +0.0% | 0.6 | 2,476 | +300 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.4% | -0.2% | 0.6 | 3,571 | +75 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.4% | +0.2% | 0.6 | 4,760 | +3,035 | 2 | — |
| ☆SNOW funds › | SNOWFLAKE INC | TRIM | — | 0.4% | +0.1% | 0.5 | 2,100 | -30 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.4% | -0.0% | 0.5 | 4,660 | +578 | 5 | — |
| ☆IWR funds › | ISHARES TR | HOLD | — | 0.3% | -0.0% | 0.5 | 4,350 | +0 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.3% | -0.1% | 0.5 | 3,030 | +92 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.3% | +0.0% | 0.5 | 633 | +0 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.3% | +0.0% | 0.5 | 965 | -50 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.3% | +0.3% | 0.5 | 793 | +793 | 1 | — |
| ☆ETN funds › | EATON CORP PLC | NEW | — | 0.3% | +0.3% | 0.5 | 1,075 | +1,075 | 1 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | HOLD | — | 0.3% | -0.0% | 0.5 | 4,152 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.3% | -0.0% | 0.4 | 1,595 | +2 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.3% | +0.1% | 0.4 | 2,350 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.3% | +0.1% | 0.4 | 415 | +0 | 5 | — |
| ☆PSA funds › | PUBLIC STORAGE | HOLD | — | 0.3% | -0.0% | 0.4 | 1,300 | +0 | 5 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.3% | -0.0% | 0.4 | 6,350 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.3% | -0.0% | 0.4 | 6,618 | +4 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.2% | +0.1% | 0.4 | 2,100 | +250 | 4 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.3 | 2,295 | -400 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.2% | -0.0% | 0.3 | 2,107 | +0 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.2% | -0.0% | 0.3 | 3,000 | +0 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.2% | +0.2% | 0.3 | 720 | +720 | 1 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 0.2% | +0.2% | 0.3 | 1,795 | +1,795 | 1 | — |
| ☆MUB funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.3 | 2,739 | +0 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | HOLD | — | 0.2% | -0.0% | 0.3 | 3,167 | +0 | 5 | — |
| ☆SOXX funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 450 | +450 | 1 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.2% | -0.1% | 0.3 | 6,391 | -415 | 5 | — |
| ☆TIPX funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.0% | 0.3 | 14,144 | +0 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.2% | +0.0% | 0.3 | 251 | +1 | 3 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,113 | +1,113 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,112 | +1,112 | 1 | — |
| ☆SHOP funds › | SHOPIFY INC | HOLD | — | 0.2% | -0.0% | 0.2 | 2,125 | +0 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.2% | -0.0% | 0.2 | 2,846 | +0 | 3 | — |
| ☆ALL funds › | ALLSTATE CORP | NEW | — | 0.2% | +0.2% | 0.2 | 950 | +950 | 1 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.2 | 875 | +875 | 1 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.1% | -0.0% | 0.2 | 3,703 | +1 | 2 | — |
| ☆SYY funds › | SYSCO CORP | NEW | — | 0.1% | +0.1% | 0.2 | 2,450 | +2,450 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -2,225 | 0 | — |
| ☆DHR funds › | DANAHER CORP DEL | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,170 | 0 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,250 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 149 | 72 | 0.06 | 69% | 0.066 | 0.559 | — | in |
| 2026Q1 | 126 | 64 | 0.05 | 70% | 0.069 | 0.572 | — | in |
| 2025Q4 | 143 | 61 | 0.07 | 73% | 0.075 | 0.533 | — | in |
| 2025Q3 | 145 | 64 | 0.08 | 72% | 0.073 | 0.518 | — | in |
| 2025Q2 | 128 | 61 | 0.07 | 71% | 0.074 | 0.546 | — | entered |
| 2025Q1 | 117 | 61 | 0.00 | 71% | 0.071 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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