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 Market Cap. of $10 Billions to $200 Billions