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