HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
6,634 | +1,690 | $3,285 |
| NVDA | 6,634 | +1,690 | $3,285 |
| APPLE INC |
11,526 | +1,710 | $2,219 |
| AAPL | 11,526 | +1,710 | $2,219 |
| MICROSOFT CORP |
4,412 | +274 | $1,659 |
| MSFT | 4,412 | +274 | $1,659 |
| SCHWAB STRATEGIC TR |
44,740 | +1,865 | $1,654 |
| SCHF | 44,740 | +1,865 | $1,654 |
| SCHWAB STRATEGIC TR |
24,085 | -5,718 | $1,341 |
| SCHB | 24,085 | -5,718 | $1,341 |
| SCHWAB STRATEGIC TR |
27,128 | +332 | $1,265 |
| SCHZ | 27,128 | +332 | $1,265 |
| INVESCO EXCH TRD SLF IDX FD |
61,164 | +27,939 | $1,251 |
| BSCP | 61,164 | +27,939 | $1,251 |
| SCHWAB STRATEGIC TR |
21,232 | +1,618 | $1,003 |
| SCHA | 21,232 | +1,618 | $1,003 |
| ISHARES TR (IAGG) |
19,411 | -513 | $967 |
| IAGG | 19,411 | -513 | $967 |
| ISHARES GOLD TR (IAU) |
21,307 | +742 | $832 |
| IAU | 21,307 | +742 | $832 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
4,628 | +447 | $789 |
| VIG | 4,628 | +447 | $789 |
| INTERNATIONAL BUSINESS MACHS |
4,691 | -38 | $767 |
| IBM | 4,691 | -38 | $767 |
| AMAZON COM INC |
4,913 | +1,140 | $746 |
| AMZN | 4,913 | +1,140 | $746 |
| HOME DEPOT INC |
2,055 | -15 | $712 |
| HD | 2,055 | -15 | $712 |
| VISA INC |
2,701 | +157 | $703 |
| V | 2,701 | +157 | $703 |
| INVESCO EXCH TRD SLF IDX FD |
33,225 | +7,800 | $694 |
| BSCO | 33,225 | +7,800 | $694 |
| STARBUCKS CORP |
6,363 | -63 | $611 |
| SBUX | 6,363 | -63 | $611 |
| EXXON MOBIL CORP |
5,813 | +15 | $581 |
| XOM | 5,813 | +15 | $581 |
| NETFLIX INC |
1,187 | +300 | $578 |
| NFLX | 1,187 | +300 | $578 |
| BANK AMERICA CORP |
16,787 | +40 | $565 |
| BAC | 16,787 | +40 | $565 |
| VANGUARD INDEX FDS (VO) |
2,398 | +142 | $558 |
| VO | 2,398 | +142 | $558 |
| DIMENSIONAL ETF TRUST (DFSD) |
11,850 | +608 | $557 |
| DFSD | 11,850 | +608 | $557 |
| SCHWAB STRATEGIC TR |
11,153 | -758 | $540 |
| SCHO | 11,153 | -758 | $540 |
| L3HARRIS TECHNOLOGIES INC |
2,465 | +51 | $519 |
| LHX | 2,465 | +51 | $519 |
| ESSENTIAL UTILS INC |
13,820 | +931 | $516 |
| WTRG | 13,820 | +931 | $516 |
| AMERICAN TOWER CORP NEW |
2,146 | +25 | $463 |
| AMT | 2,146 | +25 | $463 |
| RPM INTL INC |
4,108 | -135 | $459 |
| RPM | 4,108 | -135 | $459 |
| MCDONALDS CORP |
1,538 | +251 | $456 |
| MCD | 1,538 | +251 | $456 |
| COSTCO WHSL CORP NEW |
670 | -41 | $443 |
| COST | 670 | -41 | $443 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
7,247 | +319 | $429 |
| VGIT | 7,247 | +319 | $429 |
| FIRST AMERN FINL CORP |
6,585 | +80 | $424 |
| FAF | 6,585 | +80 | $424 |
| ALPHABET INC |
2,965 | +580 | $414 |
| GOOGL | 2,965 | +580 | $414 |
| INVESCO EXCH TRD SLF IDX FD |
21,075 | +21,075 | $407 |
| BSCQ | 21,075 | +21,075 | $407 |
| ECOLAB INC |
2,045 | -3 | $406 |
| ECL | 2,045 | -3 | $406 |
| VANGUARD WHITEHALL FDS (VIGI) |
4,971 | +812 | $394 |
| VIGI | 4,971 | +812 | $394 |
| DIMENSIONAL ETF TRUST (DFEM) |
15,451 | +15,451 | $386 |
| DFEM | 15,451 | +15,451 | $386 |
| WEC ENERGY GROUP INC |
4,500 | +703 | $379 |
| WEC | 4,500 | +703 | $379 |
| WALMART INC |
2,380 | -55 | $375 |
| WMT | 2,380 | -55 | $375 |
| PFIZER INC |
12,988 | +2,045 | $374 |
| PFE | 12,988 | +2,045 | $374 |
| QUALCOMM INC |
2,489 | +210 | $360 |
| QCOM | 2,489 | +210 | $360 |
| ANALOG DEVICES INC |
1,791 | +7 | $356 |
| ADI | 1,791 | +7 | $356 |
| BECTON DICKINSON & CO |
1,442 | +15 | $352 |
| BDX | 1,442 | +15 | $352 |
| JOHNSON & JOHNSON |
2,197 | +2,197 | $344 |
| JNJ | 2,197 | +2,197 | $344 |
| VANECK ETF TRUST (MOAT) |
3,877 | +3,877 | $329 |
| MOAT | 3,877 | +3,877 | $329 |
| TJX COS INC NEW |
3,315 | UNCH | $311 |
| TJX | 3,315 | UNCH | $311 |
| XYLEM INC |
2,690 | -30 | $308 |
| XYL | 2,690 | -30 | $308 |
| CHEVRON CORP NEW |
1,971 | +402 | $294 |
| CVX | 1,971 | +402 | $294 |
| VEEVA SYS INC |
1,500 | +461 | $289 |
| VEEV | 1,500 | +461 | $289 |
| GENERAL MLS INC |
4,410 | UNCH | $287 |
| GIS | 4,410 | UNCH | $287 |
| FRANCO NEV CORP |
2,535 | +120 | $281 |
| FNV | 2,535 | +120 | $281 |
See Full List: All Stocks Held By Blossom Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Blossom Wealth Management
|
Size ($ in 1000's)
At 12/31/2023: $37,092 At 09/30/2023: $31,234 Blossom Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Blossom Wealth Management 13F filings. Link to 13F filings: SEC filings |
