Blossom Wealth Management Purchases in Q3 2024

Blossom Wealth Management

  • $49.4 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
1.41K
New
$233.44 - $279.45 $328K - $393K
1.41K $388K
AAPL
Apple Inc.

Technology
437
+ 3.7%
$207.23 - $234.82 $90.6K - $103K
12.2K $2.85M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.22K
+ 4.61%
$36.98 - $41.55 $82K - $92.2K
50.3K $2.07M
WEC
Wec Energy Group, Inc.

Utilities
1.22K
+ 23.15%
$77.68 - $96.19 $94.4K - $117K
6.46K $621K
FRT
Federal Realty Investment Trust

Real Estate
1.8K
New
$100.42 - $117.38 $180K - $211K
1.8K $206K
IAU
Ishares Gold Trust

ETFs
1.03K
+ 4.35%
$44.06 - $50.5 $45.5K - $52.1K
24.8K $1.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.09K
+ 4.62%
$46.9 - $51.96 $51.2K - $56.7K
24.7K $1.27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
806
+ 3.16%
$59.93 - $66.52 $48.3K - $53.6K
26.3K $1.75M
SBUX
Starbucks Corp

Consumer Cyclical
155
+ 2.38%
$72.51 - $98.6 $11.2K - $15.3K
6.66K $649K
HD
Home Depot, Inc.

Consumer Cyclical
33
+ 1.56%
$333.64 - $405.2 $11K - $13.4K
2.15K $869K
ACN
Accenture PLC

Technology
192
+ 27.35%
$295.44 - $355.81 $56.7K - $68.3K
894 $316K
AMT
American Tower Corp

Real Estate
45
+ 1.97%
$192.27 - $242.73 $8.65K - $10.9K
2.33K $542K
FAF
First American Financial Corp

Financial Services
165
+ 2.38%
$52.48 - $67.02 $8.66K - $11.1K
7.11K $469K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
909
+ 4.39%
$49.77 - $51.95 $45.2K - $47.2K
21.6K $1.12M
VO
Vanguard Mid Cap ETF

ETFs
101
+ 3.73%
$237.84 - $263.83 $24K - $26.6K
2.81K $741K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
310
+ 5.73%
$80.13 - $88.89 $24.8K - $27.6K
5.72K $504K
RPM
Rpm International Inc

Basic Materials
70
+ 1.68%
$103.91 - $125.03 $7.27K - $8.75K
4.23K $512K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.25K
+ 7.15%
$25.21 - $28.46 $31.4K - $35.4K
18.7K $525K
VGIT
Vanguard Intermediate Term Tre

ETFs
553
+ 7.17%
$57.8 - $60.8 $32K - $33.6K
8.27K $499K
VNQ
Vanguard Specialized Funds Van

ETFs
82
+ 2.63%
$82.97 - $98.97 $6.8K - $8.12K
3.2K $311K
KO
Coca Cola CO

Consumer Defensive
155
+ 3.27%
$62.69 - $73.01 $9.72K - $11.3K
4.89K $351K
DFSD
Dimensional ETF Tr Short Durat

ETFs
780
+ 6.14%
$47.0 - $47.84 $36.7K - $37.3K
13.5K $643K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.58K
+ 2.35%
$20.47 - $20.71 $32.4K - $32.8K
69K $1.42M
LHX
L3 Harris Technologies, Inc.

Industrials
43
+ 1.72%
$221.96 - $243.27 $9.54K - $10.5K
2.54K $603K
ECL
Ecolab Inc.

Basic Materials
25
+ 1.21%
$228.86 - $255.76 $5.72K - $6.39K
2.1K $534K
V
Visa Inc.

Financial Services
19
+ 0.68%
$253.74 - $291.56 $4.82K - $5.54K
2.81K $771K
XOM
Exxon Mobil Corp

Energy
220
+ 3.74%
$109.72 - $119.0 $24.1K - $26.2K
6.1K $715K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 2.26%
$801.83 - $917.05 $12K - $13.8K
679 $601K
AWK
American Water Works Company, Inc.

Utilities
50
+ 2.95%
$127.76 - $149.9 $6.39K - $7.5K
1.75K $255K
VIG
Vanguard Dividend Appreciation

ETFs
215
+ 4.17%
$182.15 - $182.15 $39.2K - $39.2K
5.38K $979K
WTRG
Essential Utilities, Inc.

Utilities
465
+ 3.25%
$36.74 - $41.49 $17.1K - $19.3K
14.8K $569K
TJX
Tjx Companies Inc

Consumer Cyclical
65
+ 1.93%
$107.93 - $120.23 $7.02K - $7.81K
3.43K $402K
FNV
Franco Nevada Corp

Basic Materials
135
+ 5.17%
$116.95 - $131.12 $15.8K - $17.7K
2.75K $341K
SCHO
Schwab Short Term Us Treasury

ETFs
381
+ 3.24%
$47.93 - $49.06 $18.3K - $18.7K
12.1K $594K
BDX
Becton Dickinson & CO

Healthcare
56
+ 3.84%
$221.47 - $242.41 $12.4K - $13.6K
1.52K $365K
PFE
Pfizer Inc

Healthcare
305
+ 2.53%
$27.7 - $31.39 $8.45K - $9.57K
12.3K $357K
AMGN
Amgen Inc

Healthcare
30
+ 2.93%
$309.38 - $337.38 $9.28K - $10.1K
1.05K $339K
DFIP
Dimensional ETF Tr Inflation P

ETFs
236
+ 4.7%
$40.69 - $42.46 $9.6K - $10K
5.25K $222K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
239
+ 5.32%
$85.84 - $85.84 $20.5K - $20.5K
4.73K $405K
ADI
Analog Devices Inc

Technology
55
+ 3.01%
$200.56 - $243.33 $11K - $13.4K
1.88K $432K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
150
+ 0.68%
$19.2 - $19.63 $2.88K - $2.94K
22.4K $437K
BAC
Bank Of America Corp

Financial Services
315
+ 1.88%
$36.65 - $44.13 $11.5K - $13.9K
17.1K $678K
CVX
Chevron Corp

Energy
210
+ 9.47%
$137.88 - $161.97 $29K - $34K
2.43K $357K
TXN
Texas Instruments Inc

Technology
50
+ 4.84%
$194.6 - $194.6 $9.73K - $9.73K
1.08K $210K
XYL
Xylem Inc.

Industrials
70
+ 2.59%
$126.14 - $141.53 $8.83K - $9.91K
2.78K $374K
WM
Waste Management Inc

Industrials
62
+ 4.54%
$196.96 - $223.45 $12.2K - $13.9K
1.43K $296K
TROW
Price T Rowe Group Inc

Financial Services
125
+ 5.23%
$101.71 - $120.75 $12.7K - $15.1K
2.51K $273K
QCOM
Qualcomm Inc

Technology
64
+ 2.57%
$156.12 - $209.64 $9.99K - $13.4K
2.55K $433K
NVDA
Nvidia Corp

Technology
113
+ 0.18%
$98.91 - $134.91 $11.2K - $15.2K
61.9K $7.51M
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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