Blossom Wealth Management Purchases in Q4 2024

Blossom Wealth Management

  • $51.8 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
417
+ 0.67%
$117.0 - $148.88 $48.8K - $62.1K
62.3K $8.36M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
22.9K
New
$19.42 - $19.76 $444K - $452K
22.9K $445K
AAPL
Apple Inc.

Technology
418
+ 3.41%
$221.69 - $259.02 $92.7K - $108K
12.7K $3.17M
ZTS
Zoetis Inc.

Healthcare
1.85K
New
$162.24 - $194.42 $299K - $359K
1.85K $300K
TSLA
Tesla, Inc.

Consumer Cyclical
672
New
$213.65 - $479.86 $144K - $322K
672 $271K
VGIT
Vanguard Intermediate Term Tre

ETFs
5.01K
+ 60.56%
$57.78 - $60.4 $289K - $302K
13.3K $769K
NFLX
Netflix Inc

Communication Services
11
+ 0.89%
$687.65 - $936.56 $7.56K - $10.3K
1.25K $1.11M
APH
Amphenol Corp

Technology
2.99K
New
$62.07 - $75.35 $185K - $225K
2.99K $207K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
455
New
$442.29 - $483.08 $201K - $220K
455 $206K
QQQ
Invesco Qqq Trust, Series 1

ETFs
400
New
$481.22 - $538.17 $192K - $215K
400 $204K
META
Meta Platforms, Inc.

Communication Services
344
New
$554.08 - $632.68 $191K - $218K
344 $202K
V
Visa Inc.

Financial Services
102
+ 3.63%
$273.87 - $320.91 $27.9K - $32.7K
2.91K $919K
VO
Vanguard Mid Cap ETF

ETFs
477
+ 16.98%
$261.5 - $284.63 $125K - $136K
3.29K $868K
GOOGL
Alphabet Inc.

Communication Services
191
+ 6.67%
$161.86 - $196.66 $30.9K - $37.6K
3.06K $578K
WMT
Walmart Inc.

Consumer Defensive
319
+ 4.64%
$79.1 - $95.7 $25.2K - $30.5K
7.2K $650K
BAC
Bank Of America Corp

Financial Services
305
+ 1.78%
$39.22 - $47.77 $12K - $14.6K
17.4K $765K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
36K
+ 121.54%
$22.63 - $47.53 $816K - $1.71M
65.7K $1.49M
COST
Costco Wholesale Corp

Consumer Defensive
52
+ 7.66%
$873.59 - $994.69 $45.4K - $51.7K
731 $669K
CRM
Salesforce, Inc.

Technology
6
+ 0.73%
$270.87 - $367.87 $1.63K - $2.21K
829 $277K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.15K
+ 8.53%
$46.75 - $47.8 $53.7K - $54.9K
14.6K $685K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.99K
+ 2.89%
$20.6 - $20.71 $41.1K - $41.3K
71K $1.47M
ADP
Automatic Data Processing Inc

Industrials
43
+ 3.06%
$280.08 - $307.97 $12K - $13.2K
1.45K $423K
TROW
Price T Rowe Group Inc

Financial Services
128
+ 5.09%
$106.48 - $124.69 $13.6K - $16K
2.64K $298K
MSFT
Microsoft Corp

Technology
146
+ 3.34%
$406.35 - $454.46 $59.3K - $66.4K
4.51K $1.9M
TJX
Tjx Companies Inc

Consumer Cyclical
105
+ 3.07%
$112.15 - $127.2 $11.8K - $13.4K
3.53K $426K
RPM
Rpm International Inc

Basic Materials
100
+ 2.36%
$120.09 - $140.26 $12K - $14K
4.33K $533K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
209
+ 4.42%
N/A
4.94K $423K
VIG
Vanguard Dividend Appreciation

ETFs
96
+ 1.79%
N/A
5.47K $996K
ACN
Accenture PLC

Technology
49
+ 5.48%
$343.9 - $376.86 $16.9K - $18.5K
943 $331K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
900
+ 4.03%
$19.38 - $19.58 $17.4K - $17.6K
23.3K $451K
TXN
Texas Instruments Inc

Technology
55
+ 5.08%
N/A
1.14K $221K
WTRG
Essential Utilities, Inc.

Utilities
1.07K
+ 7.24%
$36.18 - $40.55 $38.7K - $43.4K
15.9K $575K
WM
Waste Management Inc

Industrials
67
+ 4.7%
$201.79 - $228.46 $13.5K - $15.3K
1.49K $301K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
904
+ 4.18%
$49.87 - $52.46 $45.1K - $47.4K
22.5K $1.12M
WEC
Wec Energy Group, Inc.

Utilities
181
+ 2.8%
$92.94 - $101.82 $16.8K - $18.4K
6.64K $624K
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.6K
+ 99.29%
$25.33 - $51.16 $622K - $1.26M
49.3K $1.27M
DFIP
Dimensional ETF Tr Inflation P

ETFs
229
+ 4.36%
$40.31 - $42.43 $9.23K - $9.72K
5.48K $221K
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 3.54%
$385.02 - $431.37 $29.3K - $32.8K
2.22K $864K
VNQ
Vanguard Specialized Funds Van

ETFs
232
+ 7.25%
$87.85 - $98.6 $20.4K - $22.9K
3.43K $305K
BDX
Becton Dickinson & CO

Healthcare
70
+ 4.62%
$220.02 - $243.75 $15.4K - $17.1K
1.59K $359K
FNV
Franco Nevada Corp

Basic Materials
108
+ 3.93%
$113.26 - $137.22 $12.2K - $14.8K
2.85K $335K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.14K
+ 6.13%
$26.16 - $28.82 $29.9K - $33K
19.8K $518K
FAF
First American Financial Corp

Financial Services
290
+ 4.08%
$61.55 - $70.63 $17.8K - $20.5K
7.4K $461K
PFE
Pfizer Inc

Healthcare
684
+ 5.54%
$24.8 - $30.19 $17K - $20.6K
13K $345K
SBUX
Starbucks Corp

Consumer Cyclical
307
+ 4.61%
$87.44 - $102.5 $26.8K - $31.5K
6.97K $635K
JNJ
Johnson & Johnson

Healthcare
140
+ 6.43%
$143.34 - $165.86 $20.1K - $23.2K
2.32K $335K
ADI
Analog Devices Inc

Technology
70
+ 3.72%
$206.35 - $236.48 $14.4K - $16.6K
1.95K $414K
ECL
Ecolab Inc.

Basic Materials
85
+ 4.06%
$234.32 - $261.43 $19.9K - $22.2K
2.18K $510K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
264
+ 4.62%
$79.93 - $88.06 $21.1K - $23.2K
5.98K $478K
Activity Summary
Buys All Purchases 62 New Holdings 7 Increased Positions 55 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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