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CIK: 0001839735
Total reported value
$71.0M
$71.0M
66 檔
22.6%
At the close of Q3 2024, Blossom Wealth Management disclosed equity holdings valued at approximately $71.0M, spread across 66 reported holdings.
In Q3 2024, Blossom Wealth Management displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.14% | +0.83% | +0.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.75% | +0.34% | +3.70% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.17% | +0.38% | +4.61% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.10% | — | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.52% | +0.25% | +3.16% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.87% | — | +2.35% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.84% | -0.37% | +3.73% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.57% | +0.53% | +4.62% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.48% | -0.40% | +4.35% | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.26% | -0.24% | +4.39% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.15% | +0.21% | +4.17% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 2.11% | +0.09% | -0.42% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.13% | -2.63% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.77% | -0.46% | — | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.75% | +0.01% | +1.56% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.10% | +0.68% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.49% | +0.10% | +3.73% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.44% | -0.39% | +3.74% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.37% | +0.07% | +1.88% | |
| 20 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 1.36% | — | -2.29% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.31% | +0.05% | +2.38% | |
| 22 | DFSD | Dimensional Short Duration | ETF-Other | 1.30% | -0.11% | +6.14% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.25% | -0.08% | +23.15% | |
| 24 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.22% | -0.26% | +1.72% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.10% | +2.26% | |
| 26 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.20% | -0.09% | +3.24% | |
| 27 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.15% | -0.12% | +3.25% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.16% | -2.13% | |
| 29 | AMT | American Tower CORP | Stock-Real Estate | 1.09% | -0.09% | +1.97% | |
| 30 | ECL | Ecolab Inc | Stock-Materials | 1.08% | -0.02% | +1.21% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.06% | +0.19% | +7.15% | |
| 32 | RPM | Rpm International Inc | Stock-Materials | 1.03% | +0.02% | +1.68% | |
| 33 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.02% | +0.06% | +5.73% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.01% | -0.14% | +7.17% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.17% | — | |
| 36 | FAF | First American Financial | Stock-Financials | 0.95% | +0.03% | +2.38% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.92% | +0.04% | +5.32% | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.88% | -0.10% | +0.68% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | +0.17% | +2.57% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.87% | +0.12% | +3.01% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.11% | — | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.81% | -0.06% | +1.93% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.78% | +0.03% | — | |
| 44 | XYL | Xylem Inc | Stock-Industrials | 0.76% | -0.01% | +2.59% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.10% | — | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.74% | -0.03% | +3.84% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.72% | — | +9.47% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.72% | — | +2.53% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.05% | -0.73% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | — | +3.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +0.8% | NEW | New buy |
| 2 | FRT | Federal Realty Invs Trust | +0.4% | NEW | New buy |
| 3 | WEC | Wec Energy Group Inc | +0.4% | +23.15% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +3.70% | Add |
| 5 | IBM | Intl Business Machines CORP | +0.3% | -0.42% | Trim |
| 6 | IAU | Ishares Gold Trust | +0.2% | +4.35% | Add |
| 7 | SBUX | Starbucks CORP | +0.2% | +2.38% | Add |
| 8 | ACN | Accenture plc | +0.2% | +27.35% | Add |
| 9 | HD | Home Depot Inc | +0.2% | +1.56% | Add |
| 10 | SCHF | Schwab Intl Equity ETF | +0.2% | +4.61% | Add |
| 11 | SCHA | Schwab US Small-cap ETF | +0.1% | +4.62% | Add |
| 12 | FAF | First American Financial | +0.1% | +2.38% | Add |
| 13 | AMT | American Tower CORP | +0.1% | +1.97% | Add |
| 14 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +4.17% | Add |
| 15 | WMT | Walmart Inc | +0.1% | -2.13% | Trim |
| 16 | MCD | Mcdonald's CORP | +0.1% | — | Unchanged |
| 17 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +5.32% | Add |
| 18 | NEE | Nextera Energy Inc | +0.1% | — | Unchanged |
| 19 | VO | Vanguard Mid-cap ETF | +0.1% | +3.73% | Add |
| 20 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +5.73% | Add |
| 21 | VNQ | Vanguard Real Estate ETF | +0.1% | +2.63% | Add |
| 22 | RPM | Rpm International Inc | +0.1% | +1.68% | Add |
| 23 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +7.15% | Add |
| 24 | KO | Coca-cola Co/the | +0.1% | +3.27% | Add |
| 25 | GIS | General Mills Inc | +0.1% | — | Unchanged |
| 26 | DUK | Duke Energy CORP | 0% | — | Unchanged |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | +3.16% | Add |
| 28 | VGIT | Vanguard Intermediate-term T | 0% | +7.17% | Add |
| 29 | AWK | American Water Works Co Inc | 0% | +2.95% | Add |
| 30 | IAGG | Ishares Intl Aggregate Bond | 0% | +4.39% | Add |
| 31 | ECL | Ecolab Inc | 0% | +1.21% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | -0.73% | Trim |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | — | +3.73% | Add |
| 34 | DFSD | Dimensional Short Duration | — | +6.14% | Add |
| 35 | LHX | L3harris Technologies Inc | — | +1.72% | Add |
| 36 | TJX | Tjx Companies Inc | — | +1.93% | Add |
| 37 | WTRG | Essential Utilities Inc | 0% | +3.25% | Add |
| 38 | COST | Costco Wholesale CORP | 0% | +2.26% | Add |
| 39 | V | Visa Inc-class A Shares | 0% | +0.68% | Add |
| 40 | XOM | Exxon Mobil CORP | 0% | +3.74% | Add |
| 41 | NFLX | Netflix Inc | -0.1% | — | Unchanged |
| 42 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | +2.35% | Add |
| 43 | VEEV | Veeva Systems Inc-class A | -0.2% | -33.33% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | — | Unchanged |
| 45 | QCOM | Qualcomm Inc | -0.2% | +2.57% | Add |
| 46 | AMZN | Amazon.com Inc | -0.3% | -2.63% | Trim |
| 47 | NKE | Nike Inc -cl B | -0.4% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 49 | SNA | Snap-on Inc | -0.5% | EXIT | Sold out |
| 50 | NVDA | Nvidia CORP | -1.5% | +0.18% | Add |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 66 disclosed positions in Q3 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, SCHF) accounted for 22.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
ADP
市值: $388.8K
Top Position Liquidated / Trimmed
SNA
前期市值: $243.9K
During Q3 2024, Blossom Wealth Management's top holdings by market value included NVDA (15.1%)、AAPL (5.8%)、SCHF (4.2%). The largest single position, NVDA, represented 15.1% of total portfolio value.
In Q3 2024, Blossom Wealth Management made 43 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 5 holdings, and fully liquidating 2 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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