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CIK: 0001839735
Total reported value
$71.0M
$71.0M
71 檔
23.9%
As reported in its official Q4 2024 Form 13F filing, Blossom Wealth Management's tracked investment portfolio stood at $71.0M with 71 total positions.
In Q4 2024, Blossom Wealth Management displayed an active expansion posture, initiating 7 new positions and adding to 35 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, SCHF) accounted for 23.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSCR
市值: $445.1K
Top Position Liquidated / Trimmed
BSCO
前期市值: $674.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.09% | +0.83% | +0.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.10% | +0.34% | +3.41% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.78% | +0.38% | +110.76% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | -0.10% | +3.34% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.97% | +0.25% | +158.60% | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.87% | -0.37% | +121.54% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.82% | — | +2.89% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.45% | +0.53% | +99.29% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.16% | -0.24% | +4.18% | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.14% | -0.46% | +0.89% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.13% | +4.15% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.09% | -0.40% | -11.25% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.06% | +0.21% | +1.79% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.79% | +0.09% | -10.81% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.77% | +0.10% | +3.63% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | +0.10% | +16.98% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | +0.01% | +3.54% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.48% | -0.14% | +60.56% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.47% | +0.07% | +1.78% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 1.32% | -0.11% | +8.53% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.29% | -0.10% | +7.66% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.39% | +1.72% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.25% | -0.16% | +4.64% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.22% | +0.05% | +4.61% | |
| 25 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.20% | -0.08% | +2.80% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.17% | +6.67% | |
| 27 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.11% | -0.12% | +7.24% | |
| 28 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.08% | -0.26% | +5.04% | |
| 29 | RPM | Rpm International Inc | Stock-Materials | 1.03% | +0.02% | +2.36% | |
| 30 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.00% | +0.19% | +6.13% | |
| 31 | ECL | Ecolab Inc | Stock-Materials | 0.98% | -0.02% | +4.06% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.92% | +0.06% | +4.62% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.92% | -0.09% | +11.28% | |
| 34 | FAF | First American Financial | Stock-Financials | 0.89% | +0.03% | +4.08% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.88% | +0.04% | +4.42% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.87% | -0.10% | +4.03% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.86% | -0.03% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.82% | -0.06% | +3.07% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.82% | -0.09% | +45.71% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.82% | +0.03% | +3.06% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.80% | +0.12% | +3.72% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.17% | +3.72% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.11% | — | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.69% | -0.03% | +4.62% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.66% | — | +5.54% | |
| 46 | FNV | Franco-nevada CORP | Stock-Materials | 0.65% | -0.17% | +3.93% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.05% | +6.43% | |
| 48 | XYL | Xylem Inc | Stock-Industrials | 0.64% | -0.01% | +3.86% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.64% | — | +5.48% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | — | +5.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +0.67% | Add |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | +0.9% | NEW | New buy |
| 3 | ZTS | Zoetis Inc | +0.6% | NEW | New buy |
| 4 | TSLA | Tesla Inc | +0.5% | NEW | New buy |
| 5 | VGIT | Vanguard Intermediate-term T | +0.5% | +60.56% | Add |
| 6 | APH | Amphenol Corp-cl A | +0.4% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | +0.4% | NEW | New buy |
| 10 | NFLX | Netflix Inc | +0.4% | +0.89% | Add |
| 11 | AAPL | Apple Inc | +0.4% | +3.41% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | +4.15% | Add |
| 13 | V | Visa Inc-class A Shares | +0.2% | +3.63% | Add |
| 14 | VO | Vanguard Mid-cap ETF | +0.2% | +16.98% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.67% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +4.64% | Add |
| 17 | BAC | Bank Of America CORP | +0.1% | +1.78% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +7.66% | Add |
| 19 | CRM | Salesforce Inc | +0.1% | +0.73% | Add |
| 20 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 21 | ADP | Automatic Data Processing | 0% | +3.06% | Add |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +121.54% | Add |
| 23 | DFSD | Dimensional Short Duration | 0% | +8.53% | Add |
| 24 | TROW | T Rowe Price Group Inc | 0% | +5.09% | Add |
| 25 | TJX | Tjx Companies Inc | 0% | +3.07% | Add |
| 26 | RPM | Rpm International Inc | — | +2.36% | Add |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | -0.1% | +2.89% | Add |
| 28 | DUK | Duke Energy CORP | -0.1% | — | Unchanged |
| 29 | ADI | Analog Devices Inc | -0.1% | +3.72% | Add |
| 30 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 31 | AWK | American Water Works Co Inc | -0.1% | +1.43% | Add |
| 32 | KO | Coca-cola Co/the | -0.1% | +5.83% | Add |
| 33 | QCOM | Qualcomm Inc | -0.1% | +3.72% | Add |
| 34 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +4.62% | Add |
| 35 | ECL | Ecolab Inc | -0.1% | +4.06% | Add |
| 36 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 37 | XYL | Xylem Inc | -0.1% | +3.86% | Add |
| 38 | AMGN | Amgen Inc | -0.1% | +3.51% | Add |
| 39 | MSFT | Microsoft CORP | -0.1% | +3.34% | Add |
| 40 | NEE | Nextera Energy Inc | -0.1% | +0.34% | Add |
| 41 | LHX | L3harris Technologies Inc | -0.1% | +5.04% | Add |
| 42 | XOM | Exxon Mobil CORP | -0.2% | +1.72% | Add |
| 43 | AMT | American Tower CORP | -0.2% | +11.28% | Add |
| 44 | IBM | Intl Business Machines CORP | -0.3% | -10.81% | Trim |
| 45 | SCHO | Schwab Short-term US Treas | -0.4% | +45.71% | Add |
| 46 | IAU | Ishares Gold Trust | -0.4% | -11.25% | Trim |
| 47 | SCHF | Schwab Intl Equity ETF | -0.4% | +110.76% | Add |
| 48 | SCHB | Schwab US Broad Market ETF | -0.6% | +158.60% | Add |
| 49 | CVX | Chevron CORP | -0.7% | EXIT | Sold out |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Blossom Wealth Management reported a total U.S. public equity portfolio value of $71.0M across 71 disclosed positions in Q4 2024.
During Q4 2024, Blossom Wealth Management's top holdings by market value included NVDA (16.1%)、AAPL (6.1%)、SCHF (3.8%). The largest single position, NVDA, represented 16.1% of total portfolio value.
In Q4 2024, Blossom Wealth Management made 46 total portfolio adjustments, initiating 7 new buys, adding to 35 positions, trimming 2 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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