Blossom Wealth Management has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $41.5 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.56M, Apple Inc. with a value of $2.03M, Microsoft Corp with a value of $1.88M, Schwab Strategic Tr Intl Eqty with a value of $1.76M, and Schwab Strategic Tr Us Broad M with a value of $1.47M.

Examining the 13F form we can see an increase of $4.44M in the current position value, from $37.1M to 41.5M.

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

Portfolio value $41.5 Million
ETFs: $14.3 Million
Technology: $11.8 Million
Consumer Cyclical: $3.21 Million
Financial Services: $2.12 Million
Healthcare: $1.66 Million
Consumer Defensive: $1.51 Million
Utilities: $1.49 Million
Industrials: $1.44 Million
Other: $3.93 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $41.5 Million
  • Prior Value $37.1 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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