Blossom Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 22, 2024
Value $
$49.6M
Signature - Title
James E. Salter - COO
Location
San Ramon, Ca, CA
Summary
This page shows a list of all the recent 13F filings made by Blossom Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blossom Wealth Management reported 66 stock holdings with total value $49.6M as of Q3 2024. Top holdings included NVDA, AAPL, SCHF, MSFT, and SCHB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 66 $49.6M +$1.87M -$618K +$1.25M NVDA, AAPL, SCHF, MSFT, SCHB 13F-HR 10/22/2024, 10:47 AM
Q2 2024 66 $45.9M +$8.8M -$123K +$8.68M NVDA, AAPL, MSFT, SCHF, SCHB 13F-HR 7/19/2024, 05:26 PM
Q1 2024 62 $41.5M +$1.19M -$733K +$457K NVDA, AAPL, MSFT, SCHF, SCHB 13F-HR 4/22/2024, 07:50 PM
Q4 2023 62 $37.1M +$5.44M -$2.48M +$2.96M NVDA, AAPL, MSFT, SCHF, SCHB 13F-HR 1/26/2024, 05:26 PM
Q3 2023 59 $31.2M +$5.72M -$643K +$5.07M NVDA, AAPL, SCHB, SCHF, MSFT 13F-HR 10/19/2023, 11:35 AM
Q2 2023 54 $27.3M +$2.99M -$796K +$2.19M SCHB, SCHF, SCHZ, MSFT, AAPL 13F-HR 7/20/2023, 10:20 AM
Q1 2023 53 $24.6M +$3.4M -$163K +$3.24M SCHF, SCHB, SCHZ, BSCN, MSFT 13F-HR 4/19/2023, 08:21 PM
Q4 2022 44 $20.7M +$3.14M -$1.43M +$1.71M SCHF, SCHB, SCHZ, BSCN, IAGG 13F-HR 1/19/2023, 09:14 PM
Q3 2022 39 $17.8M +$85.6K -$1.16M -$1.08M BSCM, SCHF, SCHZ, BSCN, SCHB 13F-HR 10/20/2022, 06:57 PM
Q2 2022 44 $19.8M +$634K -$1.17M -$535K BSCM, SCHF, SCHZ, BSCN, SCHB 13F-HR 7/21/2022, 08:51 PM
Q1 2022 49 $22.2M +$4.08M -$362K +$3.72M SCHF, BSCM, SCHB, SCHZ, BSCN Restatement 5/2/2022, 11:52 AM
Q4 2021 44 $20.3M +$5.01M -$2.47M +$2.55M SCHF, SCHB, SCHZ, BSCM, MSFT 13F-HR 1/19/2022, 09:36 PM
Q3 2021 35 $16.8M +$3.84M -$133K +$3.71M SCHB, SCHF, AMZN, SCHZ, BSCM 13F-HR 10/19/2021, 01:22 PM
Q2 2021 29 $13.3M +$4.3M -$52.4K +$4.25M SCHB, AMZN, SCHF, SCHZ, SCHO 13F-HR 7/19/2021, 07:23 PM
Q1 2021 19 $8.6M +$4.09M -$28.6K +$4.06M SCHB, AMZN, SCHZ, SCHF, SCHO 13F-HR 4/14/2021, 01:42 PM
Q4 2020 10 $4.47M $0 $0 SCHO, SCHB, SCHZ, SCHF, AAPL 13F-HR 1/22/2021, 05:26 PM