BW

Blossom Wealth Management

13F
Blossom Wealth Management
Last update 2024-10-22 66 Stocks (2 new)
Value $50.00 Mil Turnover 11 %
Countries:
Top Holdings: NVDA(15.14%)AAPL(5.75%)SCHF(4.17%)MSFT(3.79%)SCHB(3.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Blossom Wealth Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
61,858
7511.990
+0.18%
15.140
+0.03%
0.000
+26.62%
+185.35%
3465598.400
Semiconductors
AAPL 		Apple Inc
12,243
2852.550
+3.70%
5.750
+0.21%
0.000
+7.24%
+21.89%
3554423.148
Hardware
SCHF 		Schwab International Equity ETF
100,626
2068.870
+109.22%
4.170
+2.18%
0.000
+1.80%
+7.03%
40865.480
 
MSFT 		Microsoft Corp
4,367
1879.190
0%
3.790
0%
0.000
+1.41%
+15.50%
3211453.489
Software
SCHB 		Schwab U.S. Broad Market ETF
78,825
1747.840
+209.49%
3.520
+2.38%
0.000
+6.39%
+21.07%
31813.026
 
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
68,983
1424.500
+2.35%
2.870
+0.07%
0.040
+0.54%
+0.88%
4010.472
 
SCHZ 		Schwab US Aggregate Bond ETF
59,310
1409.210
+107.46%
2.840
+1.47%
0.010
+0.09%
-0.82%
8369.440
 
SCHA 		Schwab U.S. Small-Cap ETF
49,458
1273.540
+109.23%
2.570
+1.34%
0.000
+1.45%
+9.57%
18187.170
 
IAU 		iShares Gold Trust
24,770
1231.070
+4.35%
2.480
+0.10%
0.000
+16.30%
+34.15%
33877.539
 
IAGG 		iShares International Aggregate Bond Fund
21,614
1120.040
+4.39%
2.260
+0.10%
0.020
+1.81%
+3.76%
6998.933
 

Blossom Wealth Management's Historical Top Holdings Breakdowns

Blossom Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+2.38%
●
19.98 ($21.35) 22.17
$22.47
5.25%
Add 209.49%
78,825
17,785
SCHF 		Schwab International Equity ETF2024-09-30Add
+2.18%
●
18.49 ($19.77) 20.77
$19.78
0.05%
Add 109.22%
100,626
26,266
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+1.47%
●
22.6 ($23.41) 23.93
$23.12
-1.24%
Add 107.46%
59,310
15,361
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+1.34%
●
23.45 ($24.83) 25.98
$25.88
4.23%
Add 109.23%
49,458
12,910
ADP 		Automatic Data Processing Inc2024-09-30New Buy
+0.78%
●
233.44 ($261.5) 279.41
$287.95
10.11%
New holding
1,405
1,405
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.62%
●
23.97 ($24.3) 24.53
$24.28
-0.08%
Add 106.48%
24,270
6,258
SNA 		Snap-on Inc2024-09-30Sold Out
-0.53%
●
255.35 ($275.58) 289.71
$333.48
21.01%
Sold Out
0
-933
NKE 		Nike Inc2024-09-30Sold Out
-0.44%
●
71.09 ($78.43) 89.44
$78.40
-0.04%
Sold Out
0
-2,677
FRT 		Federal Realty Investment Trust2024-09-30New Buy
+0.42%
●
100.42 ($111.6) 117.39
$112.85
1.12%
New holding
1,795
1,795
WEC 		WEC Energy Group Inc2024-09-30Add
+0.23%
●
77.68 ($88.62) 96.18
$95.33
7.57%
Add 23.15%
6,463
1,215

Blossom Wealth Management Total Holding History ($B)

To

Blossom Wealth Management's Asset Allocation

To

Blossom Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Blossom Wealth Management's Hypothetical Growth since 2024-09-30

Blossom Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Blossom Wealth Management's Holdings Heat Map

Size field:

Blossom Wealth Management's Holdings Bubble Chart

Blossom Wealth Management News

  • 1

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