$24.6 Million is the total value of Blossom Wealth Management's 53 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | New | NVIDIA CORPORATION | $246,938 | – | 889 | +100.0% | 1.00% | – |
| XYL | New | XYLEM INC | $245,207 | – | 2,342 | +100.0% | 1.00% | – |
| QCOM | New | QUALCOMM INC | $242,147 | – | 1,898 | +100.0% | 0.98% | – |
| SNA | New | SNAP ON INC | $224,670 | – | 910 | +100.0% | 0.91% | – |
| WEC | New | WEC ENERGY GROUP INC | $221,903 | – | 2,341 | +100.0% | 0.90% | – |
| MDT | New | MEDTRONIC PLC | $220,979 | – | 2,741 | +100.0% | 0.90% | – |
| WM | New | WASTE MGMT INC DEL | $213,916 | – | 1,311 | +100.0% | 0.87% | – |
| TROW | New | PRICE T ROWE GROUP INC | $213,494 | – | 1,891 | +100.0% | 0.87% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $203,621 | – | 1,390 | +100.0% | 0.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 15.9% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 10.9% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 14.4% |
| APPLE INC | 15 | Q2 2024 | 10.0% |
| MICROSOFT CORP | 15 | Q2 2024 | 6.8% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 16.6% |
| ISHARES TR | 15 | Q2 2024 | 5.1% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 6.5% |
| VANGUARD SPECIALIZED FUNDS | 14 | Q2 2024 | 3.2% |
| STARBUCKS CORP | 14 | Q2 2024 | 3.2% |
View Blossom Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
View Blossom Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.