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 Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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