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