Blossom Wealth Management

Blossom Wealth Management as of March 31, 2025

Portfolio Holdings for Blossom Wealth Management

Blossom Wealth Management holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 13.6 $6.8M 62k 108.38
Apple (AAPL) 4.9 $2.4M 11k 222.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.1 $2.0M 103k 19.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.4 $1.7M 73k 23.16
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 3.1 $1.6M 75k 20.68
Microsoft Corporation (MSFT) 3.0 $1.5M 3.9k 375.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.9 $1.4M 67k 21.53
Ishares Tr Core Intl Aggr (IAGG) 2.6 $1.3M 26k 49.99
Ishares Gold Tr Ishares New (IAU) 2.5 $1.2M 21k 58.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.3 $1.1M 49k 23.43
Netflix (NFLX) 2.1 $1.1M 1.1k 932.52
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $1.0M 5.3k 193.99
Visa Com Cl A (V) 2.0 $984k 2.8k 350.46
International Business Machines (IBM) 2.0 $973k 3.9k 248.66
Amazon (AMZN) 1.9 $953k 5.0k 190.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.8 $898k 15k 59.39
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $842k 3.3k 258.62
Home Depot (HD) 1.6 $778k 2.1k 366.54
Dimensional Etf Trust Short Duration F (DFSD) 1.5 $769k 16k 47.52
Wec Energy Group (WEC) 1.4 $714k 6.5k 108.98
Exxon Mobil Corporation (XOM) 1.4 $708k 6.0k 118.93
Costco Wholesale Corporation (COST) 1.4 $704k 745.00 945.33
Essential Utils (WTRG) 1.4 $696k 18k 39.53
Starbucks Corporation (SBUX) 1.3 $639k 6.5k 98.09
Bank of America Corporation (BAC) 1.2 $613k 15k 41.73
American Tower Reit (AMT) 1.1 $556k 2.6k 217.60
Ecolab (ECL) 1.1 $549k 2.2k 253.52
Wal-Mart Stores (WMT) 1.1 $545k 6.2k 87.79
L3harris Technologies (LHX) 1.1 $533k 2.5k 209.31
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.1 $528k 20k 26.46
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.0 $516k 27k 19.48
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $499k 21k 24.34
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.0 $488k 25k 19.59
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $487k 5.9k 82.94
RPM International (RPM) 1.0 $479k 4.1k 115.68
First American Financial (FAF) 0.9 $469k 7.1k 65.63
Franco-Nevada Corporation (FNV) 0.9 $448k 2.8k 157.56
Zoetis Cl A (ZTS) 0.9 $444k 2.7k 164.65
McDonald's Corporation (MCD) 0.9 $428k 1.4k 312.40
Johnson & Johnson (JNJ) 0.9 $426k 2.6k 165.84
Automatic Data Processing (ADP) 0.8 $420k 1.4k 305.53
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $419k 4.8k 88.00
TJX Companies (TJX) 0.8 $411k 3.4k 121.80
Qualcomm (QCOM) 0.8 $392k 2.5k 153.61
Analog Devices (ADI) 0.8 $385k 1.9k 201.67
Pfizer (PFE) 0.8 $384k 15k 25.34
Alphabet Cap Stk Cl A (GOOGL) 0.7 $363k 2.3k 154.64
Coca-Cola Company (KO) 0.7 $359k 5.0k 71.62
Waste Management (WM) 0.7 $357k 1.5k 231.51
Amgen (AMGN) 0.7 $346k 1.1k 311.55
Xylem (XYL) 0.7 $343k 2.9k 119.46
Duke Energy Corp Com New (DUK) 0.7 $334k 2.7k 121.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $331k 3.7k 90.54
Nextera Energy (NEE) 0.7 $324k 4.6k 70.89
American Water Works (AWK) 0.6 $323k 2.2k 147.52
Becton, Dickinson and (BDX) 0.6 $322k 1.4k 229.06
Accenture Plc Ireland Shs Class A (ACN) 0.6 $296k 948.00 312.04
Dimensional Etf Trust Inflation Prote (DFIP) 0.6 $290k 6.9k 42.11
General Mills (GIS) 0.5 $264k 4.4k 59.79
Amphenol Corp Cl A (APH) 0.5 $244k 3.7k 65.59
Anthem (ELV) 0.5 $236k 542.00 434.96
Veeva Sys Cl A Com (VEEV) 0.5 $232k 1.0k 231.63
Texas Instruments Incorporated (TXN) 0.5 $226k 1.3k 179.70
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.5 $225k 6.9k 32.51
Servicenow (NOW) 0.4 $223k 280.00 796.14
Royal Gold (RGLD) 0.4 $218k 1.3k 163.51
salesforce (CRM) 0.4 $216k 803.00 268.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $210k 395.00 532.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $203k 2.6k 78.94