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CIK: 0001839735
Total reported value
$71.0M
$71.0M
62 檔
17.9%
In Q1 2024, Blossom Wealth Management's U.S. equity holdings reached a combined market value of $71.0M, distributed across 62 disclosed stock positions.
During Q1 2024, Blossom Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.38% | +0.83% | -7.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.88% | +0.34% | +2.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.54% | -0.10% | +1.52% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.23% | +0.38% | +0.67% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.55% | +0.25% | +0.29% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 3.09% | — | +2.86% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.01% | -0.37% | +0.35% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.62% | +0.53% | +3.95% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.34% | -0.24% | +0.22% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.18% | -0.40% | +0.98% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.13% | +1.77% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 2.17% | +0.09% | +0.64% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.06% | +0.21% | +1.25% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.91% | +0.01% | +0.68% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | +0.10% | +3.70% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.81% | -0.46% | +4.21% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.71% | — | +1.81% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.39% | +1.03% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.53% | +0.07% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.51% | +0.10% | +4.92% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.42% | +0.05% | +1.26% | |
| 22 | DFSD | Dimensional Short Duration | ETF-Other | 1.37% | -0.11% | +2.40% | |
| 23 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.30% | -0.09% | +0.75% | |
| 24 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.27% | -0.12% | +3.00% | |
| 25 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.27% | -0.26% | +0.20% | |
| 26 | RPM | Rpm International Inc | Stock-Materials | 1.18% | +0.02% | +0.37% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.10% | -0.45% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 1.14% | -0.02% | +0.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.17% | — | |
| 30 | AMT | American Tower CORP | Stock-Real Estate | 1.05% | -0.09% | +2.56% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.16% | +200.63% | |
| 32 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.02% | -0.14% | +0.10% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 1.01% | +0.17% | -0.88% | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.00% | -0.10% | +2.97% | |
| 35 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.00% | -0.08% | +12.11% | |
| 36 | FAF | First American Financial | Stock-Financials | 0.99% | +0.03% | +2.43% | |
| 37 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.99% | +0.06% | +1.45% | |
| 38 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.97% | +0.19% | +2.72% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.11% | -10.92% | |
| 40 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.90% | +0.04% | +6.76% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.86% | +0.12% | +1.12% | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.86% | -0.03% | +0.21% | |
| 43 | XYL | Xylem Inc | Stock-Industrials | 0.84% | -0.01% | +0.74% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.05% | — | |
| 45 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.84% | — | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.83% | — | +11.26% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.06% | +0.15% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | — | -8.43% | |
| 49 | FNV | Franco-nevada CORP | Stock-Materials | 0.75% | -0.17% | +2.56% | |
| 50 | GIS | General Mills Inc | Stock-Consumer Staples | 0.74% | — | — |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 62 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 17.9% of total reported equity market value during Q1 2024.
During Q1 2024, Blossom Wealth Management's top holdings by market value included NVDA (13.4%)、AAPL (4.9%)、MSFT (4.5%). The largest single position, NVDA, represented 13.4% of total portfolio value.
In Q1 2024, Blossom Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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