 |
Size ($ in 1000's)
At 03/31/2024: $41,536
At 12/31/2023: $37,092
Blossom Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Blossom Wealth Management 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Blossom Wealth Management top holdings by largest position size, as per the latest 13f filing made by Blossom Wealth Management.
In the Blossom Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Blossom Wealth Management in that top holding, then the share count change between reporting periods, and finally the Blossom Wealth Management top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
6,151 |
-483 |
$5,558 | | NVDA | 6,151 | -483 | $5,558 | | APPLE INC |
11,812 |
+286 |
$2,025 | | AAPL | 11,812 | +286 | $2,025 | | MICROSOFT CORP |
4,479 |
+67 |
$1,884 | | MSFT | 4,479 | +67 | $1,884 | | SCHWAB STRATEGIC TR |
45,041 |
+301 |
$1,758 | | SCHF | 45,041 | +301 | $1,758 | | SCHWAB STRATEGIC TR |
24,156 |
+71 |
$1,475 | | SCHB | 24,156 | +71 | $1,475 | | INVESCO EXCH TRD SLF IDX FD |
62,914 |
+1,750 |
$1,285 | | BSCP | 62,914 | +1,750 | $1,285 | | SCHWAB STRATEGIC TR |
27,222 |
+94 |
$1,252 | | SCHZ | 27,222 | +94 | $1,252 | | SCHWAB STRATEGIC TR |
22,071 |
+839 |
$1,087 | | SCHA | 22,071 | +839 | $1,087 | | ISHARES TR (IAGG) |
19,453 |
+42 |
$972 | | IAGG | 19,453 | +42 | $972 | | ISHARES GOLD TR (IAU) |
21,515 |
+208 |
$904 | | IAU | 21,515 | +208 | $904 | | AMAZON COM INC |
5,000 |
+87 |
$902 | | AMZN | 5,000 | +87 | $902 | | INTERNATIONAL BUSINESS MACHS |
4,721 |
+30 |
$902 | | IBM | 4,721 | +30 | $902 | | VANGUARD SPECIALIZED FUNDS (VIG) |
4,686 |
+58 |
$856 | | VIG | 4,686 | +58 | $856 | | HOME DEPOT INC |
2,069 |
+14 |
$794 | | HD | 2,069 | +14 | $794 | | VISA INC |
2,801 |
+100 |
$782 | | V | 2,801 | +100 | $782 | | NETFLIX INC |
1,237 |
+50 |
$751 | | NFLX | 1,237 | +50 | $751 | | INVESCO EXCH TRD SLF IDX FD |
33,825 |
+600 |
$709 | | BSCO | 33,825 | +600 | $709 | | EXXON MOBIL CORP |
5,873 |
+60 |
$683 | | XOM | 5,873 | +60 | $683 | | BANK AMERICA CORP |
16,787 |
UNCH |
$637 | | BAC | 16,787 | UNCH | $637 | | VANGUARD INDEX FDS (VO) |
2,516 |
+118 |
$629 | | VO | 2,516 | +118 | $629 | | STARBUCKS CORP |
6,443 |
+80 |
$589 | | SBUX | 6,443 | +80 | $589 | | DIMENSIONAL ETF TRUST (DFSD) |
12,134 |
+284 |
$571 | | DFSD | 12,134 | +284 | $571 | | SCHWAB STRATEGIC TR |
11,237 |
+84 |
$542 | | SCHO | 11,237 | +84 | $542 | | ESSENTIAL UTILS INC |
14,235 |
+415 |
$527 | | WTRG | 14,235 | +415 | $527 | | L3HARRIS TECHNOLOGIES INC |
2,470 |
+5 |
$526 | | LHX | 2,470 | +5 | $526 | | RPM INTL INC |
4,123 |
+15 |
$490 | | RPM | 4,123 | +15 | $490 | | COSTCO WHSL CORP NEW |
667 |
-3 |
$489 | | COST | 667 | -3 | $489 | | ECOLAB INC |
2,050 |
+5 |
$473 | | ECL | 2,050 | +5 | $473 | | ALPHABET INC |
2,965 |
UNCH |
$448 | | GOOGL | 2,965 | UNCH | $448 | | AMERICAN TOWER CORP NEW |
2,201 |
+55 |
$435 | | AMT | 2,201 | +55 | $435 | | WALMART INC |
7,155 |
+4,775 |
$430 | | WMT | 7,155 | +4,775 | $430 | | VANGUARD SCOTTSDALE FDS (VGIT) |
7,254 |
+7 |
$424 | | VGIT | 7,254 | +7 | $424 | | QUALCOMM INC |
2,467 |
-22 |
$418 | | QCOM | 2,467 | -22 | $418 | | INVESCO EXCH TRD SLF IDX FD |
21,700 |
+625 |
$417 | | BSCQ | 21,700 | +625 | $417 | | WEC ENERGY GROUP INC |
5,045 |
+545 |
$414 | | WEC | 5,045 | +545 | $414 | | FIRST AMERN FINL CORP |
6,745 |
+160 |
$412 | | FAF | 6,745 | +160 | $412 | | VANGUARD WHITEHALL FDS (VIGI) |
5,043 |
+72 |
$411 | | VIGI | 5,043 | +72 | $411 | | DIMENSIONAL ETF TRUST (DFEM) |
15,872 |
+421 |
$405 | | DFEM | 15,872 | +421 | $405 | | MCDONALDS CORP |
1,370 |
-168 |
$386 | | MCD | 1,370 | -168 | $386 | | VANECK ETF TRUST (MOAT) |
4,139 |
+262 |
$372 | | MOAT | 4,139 | +262 | $372 | | ANALOG DEVICES INC |
1,811 |
+20 |
$358 | | ADI | 1,811 | +20 | $358 | | BECTON DICKINSON & CO |
1,445 |
+3 |
$358 | | BDX | 1,445 | +3 | $358 | | XYLEM INC |
2,710 |
+20 |
$350 | | XYL | 2,710 | +20 | $350 | | JOHNSON & JOHNSON |
2,197 |
UNCH |
$348 | | JNJ | 2,197 | UNCH | $348 | | VEEVA SYS INC |
1,500 |
UNCH |
$348 | | VEEV | 1,500 | UNCH | $348 | | CHEVRON CORP NEW |
2,193 |
+222 |
$346 | | CVX | 2,193 | +222 | $346 | | TJX COS INC NEW |
3,320 |
+5 |
$337 | | TJX | 3,320 | +5 | $337 | | PFIZER INC |
11,893 |
-1,095 |
$330 | | PFE | 11,893 | -1,095 | $330 | | FRANCO NEV CORP |
2,600 |
+65 |
$310 | | FNV | 2,600 | +65 | $310 | | GENERAL MLS INC |
4,410 |
UNCH |
$309 | | GIS | 4,410 | UNCH | $309 |
See Full List: All Stocks Held By Blossom Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Blossom Wealth Management
|
|
