Blossom-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "GOOGL",
  null,
  null,
  "DUK",
  "WTRG",
  "GIS",
  "HD",
  "MCD",
  "RPM",
  "FNV",
  null,
  "QCOM",
  "LHX",
  "MSFT",
  "VGIT",
  "AAPL",
  "ECL",
  "NVDA",
  "PFE",
  "AMGN",
  null,
  "NOW",
  "AMT",
  "IBM",
  "SBUX",
  "TXN",
  "TJX",
  "VNQ",
  "VO",
  null,
  "SIVR",
  "VIG",
  "RGLD",
  "APH",
  "WEC",
  "WM",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  "FAF",
  null,
  "VEEV",
  "V",
  "WMT",
  "XYL",
  "SCHF",
  null,
  "SCHA",
  "CRM",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "KO",
  "COST",
  "ADI",
  "NEE",
  "ELV",
  "XOM",
  "JNJ",
  "NFLX",
  "AWK",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 69
Total Value: 49720081
Accession Number: 0001085146-25-002251
Form Type: 13F-HR
CIK: blossom-wealth-management
Manager Name: Blossom-Wealth-Management

Data Enrichment

83% identified

57 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $49.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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Elevance Health, Inc.

ELV|036752103

Shares:542

Value:$235.7K

% of Portfolio:0.5% ($235.7K/$49.7M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.0K

Value:$231.6K

% of Portfolio:0.5% ($231.6K/$49.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.3K

Value:$225.9K

% of Portfolio:0.5% ($225.9K/$49.7M)

abrdn Silver ETF Trust

SIVR|003264108

Shares:6.9K

Value:$225.1K

% of Portfolio:0.5% ($225.1K/$49.7M)

ServiceNow, Inc.

NOW|81762P102

Shares:280

Value:$222.9K

% of Portfolio:0.4% ($222.9K/$49.7M)

ROYAL GOLD INC

RGLD|780287108

Shares:1.3K

Value:$218.1K

% of Portfolio:0.4% ($218.1K/$49.7M)

Salesforce, Inc.

CRM|79466L302

Shares:803

Value:$215.5K

% of Portfolio:0.4% ($215.5K/$49.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:395

Value:$210.3K

% of Portfolio:0.4% ($210.3K/$49.7M)

92206C409

Shares:2.6K

Value:$202.6K

% of Portfolio:0.4% ($202.6K/$49.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Elevance Health, Inc.(ELVcusip036752103)	542	QoQ NEW(+542) YoY NEW(+542)	All Managers (Combined)	$235.7K	0.5% ($235.7K/$49.7M)	QoQ NEW(+$235.7K) YoY NEW(+$235.7K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.0K	QoQ 0.00% (+0) YoY -33.33% (-500)	All Managers (Combined)	$231.6K	0.5% ($231.6K/$49.7M)	QoQ +10.16% (+$21.4K) YoY -33.35% (-$115.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.3K	QoQ +10.55% (+120) YoY NEW(+1.3K)	All Managers (Combined)	$225.9K	0.5% ($225.9K/$49.7M)	QoQ +5.94% (+$12.7K) YoY NEW(+$225.9K)
abrdn Silver ETF Trust(SIVRcusip003264108)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$225.1K	0.5% ($225.1K/$49.7M)	QoQ NEW(+$225.1K) YoY NEW(+$225.1K)
ServiceNow, Inc.(NOWcusip81762P102)	280	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$222.9K	0.4% ($222.9K/$49.7M)	QoQ -24.90% (-$73.9K) YoY +4.42% (+$9.4K)
ROYAL GOLD INC(RGLDcusip780287108)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$218.1K	0.4% ($218.1K/$49.7M)	QoQ NEW(+$218.1K) YoY NEW(+$218.1K)
Salesforce, Inc.(CRMcusip79466L302)	803	QoQ -3.13% (-26) YoY -8.01% (-70)	All Managers (Combined)	$215.5K	0.4% ($215.5K/$49.7M)	QoQ -22.24% (-$61.7K) YoY -18.03% (-$47.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	395	QoQ -13.18% (-60) YoY NEW(+395)	All Managers (Combined)	$210.3K	0.4% ($210.3K/$49.7M)	QoQ +1.99% (-$4.1K) YoY NEW(+$210.3K)
(cusip92206C409)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$202.6K	0.4% ($202.6K/$49.7M)	QoQ NEW(+$202.6K) YoY NEW(+$202.6K)