Blossom Wealth Management
Investment Portfolio & 13F Holdings Analysis
About
Blossom Wealth Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 69 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Blossom-Wealth-Management
Data Enrichment
83% identified57 identified12 unidentified
Holdings
69 positions • $49.7M total value
Manager:
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808524839
Shares:72.9K
Value:$1.7M
% of Portfolio:3.4% ($1.7M/$49.7M)
46138J825
Shares:75.2K
Value:$1.6M
% of Portfolio:3.1% ($1.6M/$49.7M)
46435G672
Shares:26.1K
Value:$1.3M
% of Portfolio:2.6% ($1.3M/$49.7M)
464285204
Shares:21.1K
Value:$1.2M
% of Portfolio:2.5% ($1.2M/$49.7M)
Shares:3.9K
Value:$972.5K
% of Portfolio:2.0% ($972.5K/$49.7M)
25434V864
Shares:16.2K
Value:$769.2K
% of Portfolio:1.5% ($769.2K/$49.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
NVIDIA CORP(NVDAcusip67066G104) | 62.3K | All Managers (Combined) | $6.8M | 13.6% ($6.8M/$49.7M) | ||
Apple Inc.(AAPLcusip037833100) | 10.9K | All Managers (Combined) | $2.4M | 4.9% ($2.4M/$49.7M) | ||
| 102.6K | All Managers (Combined) | $2.0M | 4.1% ($2.0M/$49.7M) | |||
(cusip808524839)✕ | 72.9K | All Managers (Combined) | $1.7M | 3.4% ($1.7M/$49.7M) | ||
(cusip46138J825)✕ | 75.2K | All Managers (Combined) | $1.6M | 3.1% ($1.6M/$49.7M) | ||
MICROSOFT CORP(MSFTcusip594918104) | 3.9K | All Managers (Combined) | $1.5M | 3.0% ($1.5M/$49.7M) | ||
| 66.6K | All Managers (Combined) | $1.4M | 2.9% ($1.4M/$49.7M) | |||
(cusip46435G672)✕ | 26.1K | All Managers (Combined) | $1.3M | 2.6% ($1.3M/$49.7M) | ||
(cusip464285204)✕ | 21.1K | QoQ -4.24% (-934)YoY -2.16% (-465) | All Managers (Combined) | $1.2M | 2.5% ($1.2M/$49.7M) | |
| 49.1K | All Managers (Combined) | $1.1M | 2.3% ($1.1M/$49.7M) | |||
NETFLIX INC(NFLXcusip64110L106) | 1.1K | QoQ -8.17% (-102)YoY -7.35% (-91) | All Managers (Combined) | $1.1M | 2.1% ($1.1M/$49.7M) | |
| 5.3K | All Managers (Combined) | $1.0M | 2.1% ($1.0M/$49.7M) | |||
| 2.8K | QoQ -3.47% (-101)YoY +0.24% (+7) | All Managers (Combined) | $984.1K | 2.0% ($984.1K/$49.7M) | ||
| 3.9K | All Managers (Combined) | $972.5K | 2.0% ($972.5K/$49.7M) | |||
AMAZON COM INC(AMZNcusip023135106) | 5.0K | QoQ -0.63% (-32)YoY +0.20% (+10) | All Managers (Combined) | $953.2K | 1.9% ($953.2K/$49.7M) | |
| 15.1K | All Managers (Combined) | $898.4K | 1.8% ($898.4K/$49.7M) | |||
| 3.3K | QoQ -0.91% (-30) | All Managers (Combined) | $842.3K | 1.7% ($842.3K/$49.7M) | ||
HOME DEPOT, INC.(HDcusip437076102) | 2.1K | QoQ -4.49% (-100)YoY +2.60% (-54) | All Managers (Combined) | $778.2K | 1.6% ($778.2K/$49.7M) | |
(cusip25434V864)✕ | 16.2K | All Managers (Combined) | $769.2K | 1.5% ($769.2K/$49.7M) | ||
| 6.5K | All Managers (Combined) | $713.7K | 1.4% ($713.7K/$49.7M) |