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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 : 7     View All Holdings Currently Viewing:  Decreased 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
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 1 - $1,096.33 $5,558,000 6,151 13.38% 2,273,000 -483 0    Semiconductor - Speci...
   (COST)1 Year Chart         COST Costco Wholesale Corp 27 - $809.89 $489,000 667 1.18% 46,000 -3 0    Discount, Variety Stores
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 33 - $204.05 $418,000 2,467 1.01% 58,000 -22 0    Communication Equipment
   (MCD)1 Year Chart         MCD McDonalds Corp 39 - $258.89 $386,000 1,370 0.93% -70,000 -168 0    Restaurants
   (PFE)1 Year Chart         PFE Pfizer Inc 48 - $28.66 $330,000 11,893 0.79% -44,000 -1,095 0    Drug Manufacturers - ...
   (SNA)1 Year Chart         SNA Snap-On Inc 56 - $272.86 $273,000 923 0.66% 2,000 -15 0.002    Small Tools & Accesso...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 58 - $234.44 $263,000 873 0.63% 29,000 -15 0    Internet Software & S...

      7 Records Found
  1    
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