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  Name: Blossom Wealth Management
  City: SAN RAMON CA
  State: CA
  Zip: 94582
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $41,536,000
  Total Value Change : $4,444,000
  Securities Held Change : 0
   
All Securities Held : 62
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 46
  Unchanged Positions : 8
  Decreased Positions : 7

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BAC)1 Year Chart         BAC Bank of America Corp 19 - $39.99 $637,000 16,787 1.53% 72,000 0 0    Domestic Money Center...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 29 - $172.50 $448,000 2,965 1.08% 34,000 0 0    Search Engines & Info...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 45 - $146.67 $348,000 2,197 0.84% 4,000 0 0    Drug Manufacturers - ...
   (VEEV)1 Year Chart         VEEV Veeva Systems Inc 44 - $174.25 $348,000 1,500 0.84% 59,000 0 0.001    Healthcare Informatio...
   (GIS)1 Year Chart         GIS General Mills Inc 50 - $68.75 $309,000 4,410 0.74% 22,000 0 0.001    Food - Major Diversified
   (WM)1 Year Chart         WM Waste Management Inc 52 - $210.73 $287,000 1,345 0.69% 46,000 0 0    Waste Management
   (KO)1 Year Chart         KO Coca-Cola Co 53 - $62.93 $286,000 4,675 0.69% 11,000 0 0    Beverage Soft Drinks...
   (IT)1 Year Chart         IT Gartner Inc 61 - $419.67 $213,000 447 0.51% 11,000 0 0    Management Services

      8 Records Found
  1    
Page 1 of 1
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