Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $49.4 Million
  • Q3 2024

Blossom Wealth Management has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $49.4 Million distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.51M, Apple Inc. with a value of $2.85M, Schwab Strategic Tr Intl Eqty with a value of $2.07M, Microsoft Corp with a value of $1.88M, and Schwab Strategic Tr Us Broad M with a value of $1.75M.

Examining the 13F form we can see an increase of $3.52M in the current position value, from $45.9M to 49.4M.

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

Portfolio value $49.4 Million
ETFs: $16.8 Million
Technology: $15.4 Million
Consumer Cyclical: $3.24 Million
Financial Services: $2.19 Million
Utilities: $2.13 Million
Consumer Defensive: $1.83 Million
Industrials: $1.66 Million
Healthcare: $1.62 Million
Other: $4.56 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$184B
$1.05 Million 2.12% of portfolio
4,738
Q3 2024 Reduced 0.42%
$112B
$649,000 1.31% of portfolio
6,662
Q3 2024 Added 2.38%
$30.3B
$621,000 1.26% of portfolio
6,463
Q3 2024 Added 23.15%
$47B
$603,000 1.22% of portfolio
2,538
Q3 2024 Added 1.72%
$10.2B
$569,000 1.15% of portfolio
14,780
Q3 2024 Added 3.25%
$99.4B
$542,000 1.1% of portfolio
2,331
Q3 2024 Added 1.97%
$71.9B
$534,000 1.08% of portfolio
2,095
Q3 2024 Added 1.21%
$16.5B
$512,000 1.04% of portfolio
4,233
Q3 2024 Added 1.68%
$188B
$433,000 0.88% of portfolio
2,551
Q3 2024 Added 2.57%
$118B
$432,000 0.87% of portfolio
1,881
Q3 2024 Added 3.01%
$131B
$402,000 0.81% of portfolio
3,425
Q3 2024 Added 1.93%
$122B
$388,000 0.79% of portfolio
1,405
Q3 2024 New
$23.5B
$374,000 0.76% of portfolio
2,775
Q3 2024 Added 2.59%
$155B
$370,000 0.75% of portfolio
4,385
Q1 2024 Added 23.87%
$67.5B
$365,000 0.74% of portfolio
1,516
Q3 2024 Added 3.84%
$160B
$357,000 0.72% of portfolio
12,338
Q3 2024 Added 2.53%
$26.1B
$341,000 0.69% of portfolio
2,745
Q3 2024 Added 5.17%
$40.5B
$325,000 0.66% of portfolio
4,410
Q2 2021 New
$87.8B
$318,000 0.64% of portfolio
2,760
Q2 2024 Reduced 1.25%
$88.2B
$296,000 0.6% of portfolio
1,427
Q3 2024 Added 4.54%
$25.2B
$273,000 0.55% of portfolio
2,513
Q3 2024 Added 5.23%
$24.7B
$255,000 0.52% of portfolio
1,745
Q3 2024 Added 2.95%
$192B
$250,000 0.51% of portfolio
280
Q1 2024 New
$41B
$226,000 0.46% of portfolio
447
Q4 2023 Reduced 25.13%
$177B
$210,000 0.42% of portfolio
1,082
Q3 2024 Added 4.84%
$30.2B
$209,000 0.42% of portfolio
1,000
Q3 2024 Reduced 33.33%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $49.4 Million
  • Prior Value $45.9 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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