Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $51.8 Million
  • Q4 2024

Blossom Wealth Management has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $51.8 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.36M, Apple Inc. with a value of $3.17M, Schwab Strategic Tr Intl Eqty with a value of $1.96M, Microsoft Corp with a value of $1.9M, and Schwab Strategic Tr Us Broad M with a value of $1.54M.

Examining the 13F form we can see an increase of $2.41M in the current position value, from $49.4M to 51.8M.

Below you can find more details about Blossom Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $51.8 Million
ETFs: $16.7 Million
Technology: $16.7 Million
Consumer Cyclical: $3.7 Million
Financial Services: $2.65 Million
Utilities: $2.03 Million
Consumer Defensive: $1.92 Million
Communication Services: $1.89 Million
Healthcare: $1.83 Million
Other: $4.34 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$635,000 1.23% of portfolio
6,969
Q4 2024 Added 4.61%
$33.9B
$624,000 1.2% of portfolio
6,644
Q4 2024 Added 2.8%
$10.3B
$575,000 1.11% of portfolio
15,850
Q4 2024 Added 7.24%
$39.8B
$560,000 1.08% of portfolio
2,666
Q4 2024 Added 5.04%
$14.7B
$533,000 1.03% of portfolio
4,333
Q4 2024 Added 2.36%
$71.1B
$510,000 0.98% of portfolio
2,180
Q4 2024 Added 4.06%
$100B
$475,000 0.92% of portfolio
2,594
Q4 2024 Added 11.28%
$125B
$423,000 0.82% of portfolio
1,448
Q4 2024 Added 3.06%
$137B
$426,000 0.82% of portfolio
3,530
Q4 2024 Added 3.07%
$104B
$414,000 0.8% of portfolio
1,951
Q4 2024 Added 3.72%
$172B
$406,000 0.78% of portfolio
2,646
Q4 2024 Added 3.72%
$64.9B
$359,000 0.69% of portfolio
1,586
Q4 2024 Added 4.62%
$141B
$345,000 0.67% of portfolio
13,022
Q4 2024 Added 5.54%
$29.8B
$335,000 0.65% of portfolio
2,853
Q4 2024 Added 3.93%
$192B
$331,000 0.64% of portfolio
943
Q4 2024 Added 5.48%
$21.5B
$334,000 0.64% of portfolio
2,882
Q4 2024 Added 3.86%
$76.4B
$300,000 0.58% of portfolio
1,845
Q4 2024 New
$93.6B
$301,000 0.58% of portfolio
1,494
Q4 2024 Added 4.7%
$91.9B
$297,000 0.57% of portfolio
2,760
Q2 2024 Reduced 1.25%
$20.7B
$298,000 0.57% of portfolio
2,641
Q4 2024 Added 5.09%
$161B
$296,000 0.57% of portfolio
280
Q1 2024 New
$164B
$284,000 0.55% of portfolio
1,090
Q4 2024 Added 3.51%
$35.1B
$281,000 0.54% of portfolio
4,410
Q2 2021 New
$177B
$221,000 0.43% of portfolio
1,137
Q4 2024 Added 5.08%
$33.1B
$216,000 0.42% of portfolio
447
Q4 2023 Reduced 25.13%
$26.6B
$220,000 0.42% of portfolio
1,770
Q4 2024 Added 1.43%
$32.9B
$210,000 0.41% of portfolio
1,000
Q3 2024 Reduced 33.33%
$39.6B
$207,000 0.4% of portfolio
2,985
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $51.8 Million
  • Prior Value $49.4 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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