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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270B
$8.36 Million 16.13% of portfolio
62,275
Q4 2024 Added 0.67%
$3.57T
$3.17 Million 6.12% of portfolio
12,661
Q4 2024 Added 3.41%
$0
$1.96 Million 3.78% of portfolio
106,039
Q4 2024 Added 110.76%
$2.8T
$1.9 Million 3.67% of portfolio
4,513
Q4 2024 Added 3.34%
$0
$1.54 Million 2.98% of portfolio
67,948
Q4 2024 Added 158.6%
$0
$1.49 Million 2.88% of portfolio
65,699
Q4 2024 Added 121.54%
$0
$1.47 Million 2.83% of portfolio
70,977
Q4 2024 Added 2.89%
$0
$1.27 Million 2.46% of portfolio
49,283
Q4 2024 Added 99.29%
$0
$1.12 Million 2.17% of portfolio
22,518
Q4 2024 Added 4.18%
$415B
$1.11 Million 2.15% of portfolio
1,248
Q4 2024 Added 0.89%
$1.94T
$1.11 Million 2.13% of portfolio
5,042
Q4 2024 Added 4.15%
$50B
$1.09 Million 2.1% of portfolio
21,984
Q4 2024 Reduced 11.25%
$0
$996,000 1.92% of portfolio
5,472
Q4 2024 Added 1.79%
$223B
$929,000 1.79% of portfolio
4,226
Q4 2024 Reduced 10.81%
$573B
$919,000 1.77% of portfolio
2,909
Q4 2024 Added 3.63%
$0
$868,000 1.67% of portfolio
3,287
Q4 2024 Added 16.98%
$335B
$765,000 1.48% of portfolio
17,407
Q4 2024 Added 1.78%
$0
$769,000 1.48% of portfolio
13,275
Q4 2024 Added 60.56%
$0
$685,000 1.32% of portfolio
14,626
Q4 2024 Added 8.53%
$496B
$667,000 1.29% of portfolio
6,208
Q4 2024 Added 1.72%
$419B
$669,000 1.29% of portfolio
731
Q4 2024 Added 7.66%
$238B
$650,000 1.25% of portfolio
7,199
Q4 2024 Added 4.64%
$112B
$635,000 1.23% of portfolio
6,969
Q4 2024 Added 4.61%
$34.4B
$624,000 1.2% of portfolio
6,644
Q4 2024 Added 2.8%
$922B
$578,000 1.12% of portfolio
3,056
Q4 2024 Added 6.67%
$10.4B
$575,000 1.11% of portfolio
15,850
Q4 2024 Added 7.24%
$40.1B
$560,000 1.08% of portfolio
2,666
Q4 2024 Added 5.04%
$14.9B
$533,000 1.03% of portfolio
4,333
Q4 2024 Added 2.36%
$0
$518,000 1.0% of portfolio
19,797
Q4 2024 Added 6.13%
$72.3B
$510,000 0.98% of portfolio
2,180
Q4 2024 Added 4.06%
$0
$478,000 0.92% of portfolio
5,984
Q4 2024 Added 4.62%
$101B
$475,000 0.92% of portfolio
2,594
Q4 2024 Added 11.28%
$6.8B
$461,000 0.89% of portfolio
7,395
Q4 2024 Added 4.08%
$0
$451,000 0.87% of portfolio
23,250
Q4 2024 Added 4.03%
$0
$445,000 0.86% of portfolio
22,850
Q4 2024 New
$0
$425,000 0.82% of portfolio
17,682
Q4 2024 Added 45.71%
$127B
$423,000 0.82% of portfolio
1,448
Q4 2024 Added 3.06%
$0
$423,000 0.82% of portfolio
4,937
Q4 2024 Added 4.42%
$141B
$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%
$173B
$406,000 0.78% of portfolio
2,646
Q4 2024 Added 3.72%
$230B
$397,000 0.77% of portfolio
1,370
Q1 2024 Reduced 10.92%
$65.3B
$359,000 0.69% of portfolio
1,586
Q4 2024 Added 4.62%
$142B
$345,000 0.67% of portfolio
13,022
Q4 2024 Added 5.54%
$434B
$335,000 0.65% of portfolio
2,317
Q4 2024 Added 6.43%
$30.2B
$335,000 0.65% of portfolio
2,853
Q4 2024 Added 3.93%
$197B
$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%
$310B
$322,000 0.62% of portfolio
5,175
Q4 2024 Added 5.83%

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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