Blossom Wealth Management Portfolio Holdings by Sector
Blossom Wealth Management
- $45.9 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHF SCHB BSCP SCHZ SCHA IAU IAGG VIG 19 stocks |
$15,402
33.56% of portfolio
|
  18  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA QCOM ADI TXN 4 stocks |
$8,738
19.04% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,486
5.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,951
4.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM ACN IT 3 stocks |
$1,234
2.69% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,040
2.27% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,023
2.23% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
WEC NEE DUK 3 stocks |
$997
2.17% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE JNJ AMGN 3 stocks |
$975
2.12% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$960
2.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL RPM 2 stocks |
$940
2.05% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$855
1.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$834
1.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$752
1.64% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$731
1.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$727
1.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$667
1.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX 1 stocks |
$560
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$521
1.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$444
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
NOW CRM 2 stocks |
$439
0.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Specialty | Financial Services
FAF 1 stocks |
$374
0.81% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$369
0.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
XYL 1 stocks |
$366
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$341
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
FNV 1 stocks |
$309
0.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$301
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$291
0.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$278
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW 1 stocks |
$275
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$274
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SNA 1 stocks |
$243
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$201
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|