Blossom Wealth Management
Latest statistics and disclosures from Blossom Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, SCHF, SCHB, and represent 30.58% of Blossom Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: WMT, NOW, AMGN, NEE, AAPL, WEC, SCHA, BSCP, CVX, NFLX.
- Started 1 new stock position in NOW.
- Reduced shares in these 8 stocks: NVDA, FAST, MCD, PFE, CRM, SNA, QCOM, COST.
- Sold out of its position in FAST.
- Blossom Wealth Management was a net buyer of stock by $457k.
- Blossom Wealth Management has $42M in assets under management (AUM), dropping by 11.98%.
- Central Index Key (CIK): 0001839735
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Portfolio Holdings for Blossom Wealth Management
Blossom Wealth Management holds 62 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.4 | $5.6M | -7% | 6.2k | 903.57 |
|
| Apple (AAPL) | 4.9 | $2.0M | +2% | 12k | 171.48 |
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| Microsoft Corporation (MSFT) | 4.5 | $1.9M | 4.5k | 420.74 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.2 | $1.8M | 45k | 39.02 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.6 | $1.5M | 24k | 61.05 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 3.1 | $1.3M | +2% | 63k | 20.43 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.0 | $1.3M | 27k | 46.00 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.6 | $1.1M | +3% | 22k | 49.24 |
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| Ishares Tr Core Intl Aggr (IAGG) | 2.3 | $972k | 20k | 49.95 |
|
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| Ishares Gold Tr Ishares New (IAU) | 2.2 | $904k | 22k | 42.01 |
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| Amazon (AMZN) | 2.2 | $902k | 5.0k | 180.38 |
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| International Business Machines (IBM) | 2.2 | $902k | 4.7k | 190.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.1 | $856k | 4.7k | 182.61 |
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| Home Depot (HD) | 1.9 | $794k | 2.1k | 383.60 |
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| Visa Com Cl A (V) | 1.9 | $782k | +3% | 2.8k | 279.08 |
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| Netflix (NFLX) | 1.8 | $751k | +4% | 1.2k | 607.33 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 1.7 | $709k | 34k | 20.97 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $683k | 5.9k | 116.24 |
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| Bank of America Corporation (BAC) | 1.5 | $637k | 17k | 37.92 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.5 | $629k | +4% | 2.5k | 249.86 |
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| Starbucks Corporation (SBUX) | 1.4 | $589k | 6.4k | 91.39 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 1.4 | $571k | +2% | 12k | 47.04 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $542k | 11k | 48.21 |
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| Essential Utils (WTRG) | 1.3 | $527k | +3% | 14k | 37.05 |
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| L3harris Technologies (LHX) | 1.3 | $526k | 2.5k | 213.10 |
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| RPM International (RPM) | 1.2 | $490k | 4.1k | 118.95 |
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| Costco Wholesale Corporation (COST) | 1.2 | $489k | 667.00 | 733.10 |
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| Ecolab (ECL) | 1.1 | $473k | 2.1k | 230.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $448k | 3.0k | 150.93 |
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| American Tower Reit (AMT) | 1.0 | $435k | +2% | 2.2k | 197.59 |
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| Wal-Mart Stores (WMT) | 1.0 | $431k | +200% | 7.2k | 60.17 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $424k | 7.3k | 58.42 |
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| Qualcomm (QCOM) | 1.0 | $418k | 2.5k | 169.30 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 1.0 | $417k | +2% | 22k | 19.21 |
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| Wec Energy Group (WEC) | 1.0 | $414k | +12% | 5.0k | 82.12 |
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| First American Financial (FAF) | 1.0 | $412k | +2% | 6.7k | 61.05 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.0 | $411k | 5.0k | 81.53 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.0 | $405k | +2% | 16k | 25.49 |
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| McDonald's Corporation (MCD) | 0.9 | $386k | -10% | 1.4k | 281.95 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $372k | +6% | 4.1k | 89.90 |
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| Analog Devices (ADI) | 0.9 | $358k | 1.8k | 197.79 |
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| Becton, Dickinson and (BDX) | 0.9 | $358k | 1.4k | 247.45 |
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| Xylem (XYL) | 0.8 | $350k | 2.7k | 129.24 |
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| Johnson & Johnson (JNJ) | 0.8 | $348k | 2.2k | 158.19 |
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| Veeva Sys Cl A Com (VEEV) | 0.8 | $348k | 1.5k | 231.69 |
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| Chevron Corporation (CVX) | 0.8 | $346k | +11% | 2.2k | 157.74 |
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| TJX Companies (TJX) | 0.8 | $337k | 3.3k | 101.42 |
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| Pfizer (PFE) | 0.8 | $330k | -8% | 12k | 27.75 |
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| Franco-Nevada Corporation (FNV) | 0.7 | $310k | +2% | 2.6k | 119.16 |
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| General Mills (GIS) | 0.7 | $309k | 4.4k | 69.97 |
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| T. Rowe Price (TROW) | 0.7 | $288k | 2.4k | 121.93 |
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| Waste Management (WM) | 0.7 | $287k | 1.3k | 213.15 |
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| Coca-Cola Company (KO) | 0.7 | $286k | 4.7k | 61.18 |
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| Amgen (AMGN) | 0.7 | $282k | +24% | 990.00 | 284.32 |
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| Nextera Energy (NEE) | 0.7 | $280k | +23% | 4.4k | 63.91 |
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| Snap-on Incorporated (SNA) | 0.7 | $273k | 923.00 | 296.22 |
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| Duke Energy Corp Com New (DUK) | 0.7 | $270k | +3% | 2.8k | 96.71 |
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| salesforce (CRM) | 0.6 | $263k | 873.00 | 301.18 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $257k | +4% | 3.0k | 86.48 |
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| Servicenow (NOW) | 0.5 | $214k | NEW | 280.00 | 762.40 |
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| Gartner (IT) | 0.5 | $213k | 447.00 | 476.67 |
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| Nike CL B (NKE) | 0.5 | $207k | +5% | 2.2k | 93.98 |
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Past Filings by Blossom Wealth Management
SEC 13F filings are viewable for Blossom Wealth Management going back to 2020
- Blossom Wealth Management 2024 Q1 filed April 23, 2024
- Blossom Wealth Management 2023 Q4 filed Jan. 26, 2024
- Blossom Wealth Management 2023 Q3 filed Oct. 19, 2023
- Blossom Wealth Management 2023 Q2 filed July 20, 2023
- Blossom Wealth Management 2023 Q1 filed April 20, 2023
- Blossom Wealth Management 2022 Q4 filed Jan. 20, 2023
- Blossom Wealth Management 2022 Q3 filed Oct. 21, 2022
- Blossom Wealth Management 2022 Q2 filed July 22, 2022
- Blossom Wealth Management 2022 Q1 restated filed May 2, 2022
- Blossom Wealth Management 2022 Q1 filed April 22, 2022
- Blossom Wealth Management 2021 Q4 filed Jan. 20, 2022
- Blossom Wealth Management 2021 Q3 filed Oct. 19, 2021
- Blossom Wealth Management 2021 Q2 filed July 20, 2021
- Blossom Wealth Management 2021 Q1 filed April 14, 2021
- Blossom Wealth Management 2020 Q4 filed Jan. 22, 2021