Blossom Wealth Management
Latest statistics and disclosures from Blossom Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, SCHF, MSFT, SCHB, and represent 32.60% of Blossom Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHF, SCHB, SCHZ, SCHA, BSCR, ZTS, VGIT, TSLA, APH, BRK.B.
- Started 7 new stock positions in APH, QQQ, BRK.B, BSCR, ZTS, TSLA, META.
- Reduced shares in these 4 stocks: Bsco etf, CVX, IAU, IBM.
- Sold out of its positions in CVX, Bsco etf.
- Blossom Wealth Management was a net buyer of stock by $5.7M.
- Blossom Wealth Management has $52M in assets under management (AUM), dropping by 4.75%.
- Central Index Key (CIK): 0001839735
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Portfolio Holdings for Blossom Wealth Management
Blossom Wealth Management holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.1 | $8.4M | 62k | 134.29 |
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| Apple (AAPL) | 6.1 | $3.2M | +3% | 13k | 250.43 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.8 | $2.0M | +110% | 106k | 18.50 |
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| Microsoft Corporation (MSFT) | 3.7 | $1.9M | +3% | 4.5k | 421.50 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $1.5M | +158% | 68k | 22.70 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 2.9 | $1.5M | +121% | 66k | 22.70 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 2.8 | $1.5M | +2% | 71k | 20.65 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.5 | $1.3M | +99% | 49k | 25.86 |
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| Ishares Tr Core Intl Aggr (IAGG) | 2.2 | $1.1M | +4% | 23k | 49.92 |
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| Netflix (NFLX) | 2.1 | $1.1M | 1.2k | 891.31 |
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| Amazon (AMZN) | 2.1 | $1.1M | +4% | 5.0k | 219.38 |
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| Ishares Gold Tr Ishares New (IAU) | 2.1 | $1.1M | -11% | 22k | 49.51 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.1 | $1.1M | 5.5k | 195.83 |
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| International Business Machines (IBM) | 1.8 | $929k | -10% | 4.2k | 219.83 |
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| Visa Com Cl A (V) | 1.8 | $919k | +3% | 2.9k | 316.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $868k | +16% | 3.3k | 264.13 |
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| Home Depot (HD) | 1.7 | $865k | +3% | 2.2k | 389.02 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.5 | $770k | +60% | 13k | 58.03 |
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| Bank of America Corporation (BAC) | 1.5 | $765k | 17k | 43.95 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 1.3 | $686k | +8% | 15k | 46.88 |
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| Costco Wholesale Corporation (COST) | 1.3 | $669k | +7% | 731.00 | 915.78 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $668k | 6.2k | 107.57 |
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| Wal-Mart Stores (WMT) | 1.3 | $650k | +4% | 7.2k | 90.35 |
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| Starbucks Corporation (SBUX) | 1.2 | $636k | +4% | 7.0k | 91.25 |
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| Wec Energy Group (WEC) | 1.2 | $625k | +2% | 6.6k | 94.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $579k | +6% | 3.1k | 189.30 |
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| Essential Utils (WTRG) | 1.1 | $576k | +7% | 16k | 36.32 |
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| L3harris Technologies (LHX) | 1.1 | $561k | +5% | 2.7k | 210.28 |
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| RPM International (RPM) | 1.0 | $533k | +2% | 4.3k | 123.06 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.0 | $519k | +6% | 20k | 26.19 |
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| Ecolab (ECL) | 1.0 | $511k | +4% | 2.2k | 234.32 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.9 | $479k | +4% | 6.0k | 79.99 |
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| American Tower Reit (AMT) | 0.9 | $476k | +11% | 2.6k | 183.41 |
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| First American Financial (FAF) | 0.9 | $462k | +4% | 7.4k | 62.44 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.9 | $458k | +4% | 4.9k | 92.73 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.9 | $452k | +4% | 23k | 19.43 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.9 | $445k | NEW | 23k | 19.48 |
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| TJX Companies (TJX) | 0.8 | $427k | +3% | 3.5k | 120.81 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.8 | $425k | +45% | 18k | 24.06 |
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| Automatic Data Processing (ADP) | 0.8 | $424k | +3% | 1.4k | 292.73 |
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| Analog Devices (ADI) | 0.8 | $415k | +3% | 2.0k | 212.46 |
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| Qualcomm (QCOM) | 0.8 | $407k | +3% | 2.6k | 153.62 |
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| McDonald's Corporation (MCD) | 0.8 | $397k | 1.4k | 289.91 |
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| Becton, Dickinson and (BDX) | 0.7 | $360k | +4% | 1.6k | 226.87 |
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| Pfizer (PFE) | 0.7 | $346k | +5% | 13k | 26.53 |
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| Franco-Nevada Corporation (FNV) | 0.6 | $336k | +3% | 2.9k | 117.59 |
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| Johnson & Johnson (JNJ) | 0.6 | $335k | +6% | 2.3k | 144.62 |
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| Xylem (XYL) | 0.6 | $334k | +3% | 2.9k | 116.02 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $332k | +5% | 943.00 | 351.79 |
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| Coca-Cola Company (KO) | 0.6 | $322k | +5% | 5.2k | 62.26 |
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| Nextera Energy (NEE) | 0.6 | $315k | 4.4k | 71.69 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $306k | +7% | 3.4k | 89.08 |
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| Waste Management (WM) | 0.6 | $302k | +4% | 1.5k | 201.79 |
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| Zoetis Cl A (ZTS) | 0.6 | $301k | NEW | 1.8k | 162.93 |
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| T. Rowe Price (TROW) | 0.6 | $299k | +5% | 2.6k | 113.09 |
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| Duke Energy Corp Com New (DUK) | 0.6 | $297k | 2.8k | 107.74 |
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| Servicenow (NOW) | 0.6 | $297k | 280.00 | 1060.12 |
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| Amgen (AMGN) | 0.5 | $284k | +3% | 1.1k | 260.64 |
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| General Mills (GIS) | 0.5 | $281k | 4.4k | 63.77 |
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| salesforce (CRM) | 0.5 | $277k | 829.00 | 334.36 |
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| Tesla Motors (TSLA) | 0.5 | $271k | NEW | 672.00 | 403.84 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.4 | $222k | +4% | 5.5k | 40.49 |
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| American Water Works (AWK) | 0.4 | $220k | 1.8k | 124.49 |
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| Gartner (IT) | 0.4 | $217k | 447.00 | 484.47 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $213k | +5% | 1.1k | 187.51 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $210k | 1.0k | 210.25 |
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| Amphenol Corp Cl A (APH) | 0.4 | $207k | NEW | 3.0k | 69.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $206k | NEW | 455.00 | 453.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $205k | NEW | 400.00 | 511.23 |
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| Meta Platforms Cl A (META) | 0.4 | $201k | NEW | 344.00 | 585.00 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.4 | $201k | 1.8k | 111.95 |
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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 Q4 filed Jan. 24, 2025
- Blossom Wealth Management 2024 Q3 filed Oct. 22, 2024
- Blossom Wealth Management 2024 Q2 filed July 19, 2024
- 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