Blossom Wealth Management Portfolio Holdings

Blossom Wealth Management

  • $49.6 Million
  • Q1 2025

Blossom Wealth Management has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $49.6 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.75M, Apple Inc. with a value of $2.43M, Schwab Strategic Tr Intl Eqty with a value of $2.03M, Schwab Us Aggregate Bond ETF with a value of $1.69M, and Invesco Et Seld Idxd Fd Tr Bul with a value of $1.55M.

Examining the 13F form we can see an decrease of $2.2M in the current position value, from $51.8M to 49.6M.

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

Portfolio value $49.6 Million
ETFs: $17.9 Million
Technology: $13.6 Million
Consumer Cyclical: $3.21 Million
Utilities: $2.39 Million
Healthcare: $2.39 Million
Financial Services: $2.28 Million
Consumer Defensive: $1.87 Million
Basic Materials: $1.69 Million
Other: $4.34 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$359B
$6.75 Million 13.6% of portfolio
62,287
Q1 2025 Added 0.02%
$3.26T
$2.43 Million 4.9% of portfolio
10,945
Q1 2025 Reduced 13.55%
$0
$2.03 Million 4.09% of portfolio
102,553
Q1 2025 Reduced 3.29%
$0
$1.69 Million 3.4% of portfolio
72,932
Q1 2025 Added 11.01%
$0
$1.55 Million 3.13% of portfolio
75,181
Q1 2025 Added 5.92%
$3.51T
$1.47 Million 2.96% of portfolio
3,912
Q1 2025 Reduced 13.32%
$0
$1.43 Million 2.89% of portfolio
66,577
Q1 2025 Reduced 2.02%
$0
$1.31 Million 2.63% of portfolio
26,144
Q1 2025 Added 16.1%
$53.2B
$1.24 Million 2.5% of portfolio
21,050
Q1 2025 Reduced 4.25%
$0
$1.15 Million 2.32% of portfolio
49,073
Q1 2025 Reduced 0.43%
$536B
$1.07 Million 2.15% of portfolio
1,146
Q1 2025 Reduced 8.17%
$606B
$984,000 1.98% of portfolio
2,808
Q1 2025 Reduced 3.47%
$0
$973,000 1.96% of portfolio
5,345
Q1 2025 Reduced 2.32%
$248B
$972,000 1.96% of portfolio
3,911
Q1 2025 Reduced 7.45%
$2.22T
$953,000 1.92% of portfolio
5,010
Q1 2025 Reduced 0.63%
$0
$898,000 1.81% of portfolio
15,127
Q1 2025 Added 13.95%
$377B
$778,000 1.57% of portfolio
2,123
Q1 2025 Reduced 4.5%
$0
$769,000 1.55% of portfolio
16,186
Q1 2025 Added 10.67%
$33.3B
$713,000 1.44% of portfolio
6,549
Q1 2025 Reduced 1.43%
$446B
$704,000 1.42% of portfolio
745
Q1 2025 Added 1.92%
$447B
$707,000 1.42% of portfolio
5,953
Q1 2025 Reduced 4.11%
$10B
$696,000 1.4% of portfolio
17,615
Q1 2025 Added 11.14%
$99.4B
$638,000 1.29% of portfolio
6,509
Q1 2025 Reduced 6.6%
$362B
$613,000 1.24% of portfolio
14,692
Q1 2025 Reduced 15.6%
$99.9B
$556,000 1.12% of portfolio
2,556
Q1 2025 Reduced 1.46%
$76.8B
$548,000 1.1% of portfolio
2,165
Q1 2025 Reduced 0.69%
$264B
$544,000 1.1% of portfolio
6,204
Q1 2025 Reduced 13.82%
$46.8B
$532,000 1.07% of portfolio
2,544
Q1 2025 Reduced 4.58%
$0
$528,000 1.06% of portfolio
19,956
Q1 2025 Added 0.8%
$0
$515,000 1.04% of portfolio
26,474
Q1 2025 Added 13.87%
$0
$498,000 1.0% of portfolio
20,484
Q1 2025 Added 15.85%
$0
$488,000 0.98% of portfolio
24,930
Q1 2025 Added 9.1%
$0
$487,000 0.98% of portfolio
5,875
Q1 2025 Reduced 1.82%
$15B
$479,000 0.97% of portfolio
4,143
Q1 2025 Reduced 4.38%
$5.83B
$468,000 0.94% of portfolio
7,140
Q1 2025 Reduced 3.45%
$31.5B
$447,000 0.9% of portfolio
2,843
Q1 2025 Reduced 0.35%
$78.2B
$444,000 0.89% of portfolio
2,699
Q1 2025 Added 46.29%
$409B
$425,000 0.86% of portfolio
2,567
Q1 2025 Added 10.79%
$221B
$427,000 0.86% of portfolio
1,370
Q1 2024 Reduced 10.92%
$131B
$420,000 0.85% of portfolio
1,376
Q1 2025 Reduced 4.97%
$146B
$411,000 0.83% of portfolio
3,375
Q1 2025 Reduced 4.39%
$0
$409,000 0.82% of portfolio
4,766
Q1 2025 Reduced 3.46%
$179B
$391,000 0.79% of portfolio
2,549
Q1 2025 Reduced 3.67%
$120B
$385,000 0.78% of portfolio
1,911
Q1 2025 Reduced 2.05%
$136B
$383,000 0.77% of portfolio
15,153
Q1 2025 Added 16.36%
$993B
$362,000 0.73% of portfolio
2,346
Q1 2025 Reduced 23.23%
$96B
$356,000 0.72% of portfolio
1,542
Q1 2025 Added 3.21%
$313B
$358,000 0.72% of portfolio
5,010
Q1 2025 Reduced 3.19%
$157B
$345,000 0.7% of portfolio
1,110
Q1 2025 Added 1.83%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $49.6 Million
  • Prior Value $51.8 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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