Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $45.9 Million
  • Q2 2024

Blossom Wealth Management has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $45.9 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 $7.63M, Apple Inc. with a value of $2.49M, Microsoft Corp with a value of $1.95M, Schwab Strategic Tr Intl Eqty with a value of $1.85M, and Schwab Strategic Tr Us Broad M with a value of $1.6M.

Examining the 13F form we can see an increase of $4.4M in the current position value, from $41.5M to 45.9M.

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

Portfolio value $45.9 Million
ETFs: $15.4 Million
Technology: $14.8 Million
Consumer Cyclical: $3.11 Million
Financial Services: $2.05 Million
Utilities: $1.75 Million
Consumer Defensive: $1.62 Million
Healthcare: $1.59 Million
Industrials: $1.46 Million
Other: $4.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$282B
$7.63 Million 16.62% of portfolio
61,745
Q2 2024 Added 903.82%
$3.5T
$2.49 Million 5.42% of portfolio
11,806
Q2 2024 Reduced 0.05%
$3.17T
$1.95 Million 4.25% of portfolio
4,367
Q2 2024 Reduced 2.5%
$0
$1.85 Million 4.02% of portfolio
48,095
Q2 2024 Added 6.78%
$0
$1.6 Million 3.49% of portfolio
25,469
Q2 2024 Added 5.44%
$0
$1.38 Million 3.0% of portfolio
67,399
Q2 2024 Added 7.13%
$0
$1.3 Million 2.84% of portfolio
28,588
Q2 2024 Added 5.02%
$0
$1.12 Million 2.44% of portfolio
23,638
Q2 2024 Added 7.1%
$38.2B
$1.04 Million 2.27% of portfolio
23,738
Q2 2024 Added 10.33%
$0
$1.03 Million 2.25% of portfolio
20,705
Q2 2024 Added 6.44%
$1.86T
$960,000 2.09% of portfolio
4,972
Q2 2024 Reduced 0.56%
$0
$942,000 2.05% of portfolio
5,161
Q2 2024 Added 10.14%
$281B
$834,000 1.82% of portfolio
1,237
Q1 2024 Added 4.21%
$172B
$822,000 1.79% of portfolio
4,758
Q2 2024 Added 0.78%
$424B
$731,000 1.59% of portfolio
2,788
Q2 2024 Reduced 0.46%
$368B
$727,000 1.58% of portfolio
2,114
Q2 2024 Added 2.17%
$489B
$677,000 1.48% of portfolio
5,883
Q2 2024 Added 0.17%
$334B
$667,000 1.45% of portfolio
16,787
Q4 2023 Added 0.24%
$0
$655,000 1.43% of portfolio
2,709
Q2 2024 Added 7.67%
$0
$596,000 1.3% of portfolio
12,697
Q2 2024 Added 4.64%
$362B
$564,000 1.23% of portfolio
664
Q2 2024 Reduced 0.45%
$0
$565,000 1.23% of portfolio
11,754
Q2 2024 Added 4.6%
$43.9B
$560,000 1.22% of portfolio
2,495
Q2 2024 Added 1.01%
$10.7B
$534,000 1.16% of portfolio
14,315
Q2 2024 Added 0.56%
$997B
$521,000 1.14% of portfolio
2,865
Q2 2024 Reduced 3.37%
$85B
$506,000 1.1% of portfolio
6,507
Q2 2024 Added 0.99%
$202B
$495,000 1.08% of portfolio
2,487
Q2 2024 Added 0.81%
$69.9B
$492,000 1.07% of portfolio
2,070
Q2 2024 Added 0.98%
$189B
$476,000 1.04% of portfolio
7,030
Q2 2024 Reduced 1.75%
$0
$465,000 1.01% of portfolio
17,408
Q2 2024 Added 9.68%
$15.2B
$448,000 0.98% of portfolio
4,163
Q2 2024 Added 0.97%
$0
$449,000 0.98% of portfolio
7,715
Q2 2024 Added 6.36%
$99.5B
$444,000 0.97% of portfolio
2,286
Q2 2024 Added 3.86%
$0
$439,000 0.96% of portfolio
5,410
Q2 2024 Added 7.28%
$0
$425,000 0.93% of portfolio
22,200
Q2 2024 Added 2.3%
$116B
$416,000 0.91% of portfolio
1,826
Q2 2024 Added 0.83%
$26.4B
$411,000 0.9% of portfolio
5,248
Q2 2024 Added 4.02%
$0
$388,000 0.85% of portfolio
4,489
Q2 2024 Added 8.46%
$6.19B
$374,000 0.81% of portfolio
6,940
Q2 2024 Added 2.89%
$130B
$369,000 0.8% of portfolio
3,360
Q2 2024 Added 1.2%
$25.4B
$366,000 0.8% of portfolio
2,705
Q2 2024 Reduced 0.18%
$185B
$349,000 0.76% of portfolio
1,370
Q1 2024 Reduced 10.92%
$309B
$346,000 0.75% of portfolio
2,218
Q2 2024 Added 1.14%
$67.7B
$341,000 0.74% of portfolio
1,460
Q2 2024 Added 1.04%
$173B
$336,000 0.73% of portfolio
12,033
Q2 2024 Added 1.18%
$179B
$319,000 0.7% of portfolio
1,023
Q2 2024 Added 3.33%
$420B
$320,000 0.7% of portfolio
2,193
Q2 2024 Reduced 0.18%
$146B
$310,000 0.68% of portfolio
4,385
Q1 2024 Added 23.87%
$23.9B
$309,000 0.67% of portfolio
2,610
Q2 2024 Added 0.38%

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $45.9 Million
  • Prior Value $41.5 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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