Blossom Wealth Management as of June 30, 2025
Portfolio Holdings for Blossom Wealth Management
Blossom Wealth Management holds 70 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.9 | $9.5M | 60k | 157.99 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.1 | $2.3M | 105k | 22.10 | |
| Apple (AAPL) | 4.0 | $2.3M | 11k | 205.18 | |
| Microsoft Corporation (MSFT) | 3.5 | $2.0M | 3.9k | 497.42 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 3.3 | $1.9M | 81k | 23.24 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 2.9 | $1.6M | 68k | 23.83 | |
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 2.9 | $1.6M | 78k | 20.68 | |
| Netflix (NFLX) | 2.7 | $1.5M | 1.1k | 1339.12 | |
| Ishares Tr Core Intl Aggr (IAGG) | 2.7 | $1.5M | 30k | 51.09 | |
| Ishares Gold Tr Ishares New (IAU) | 2.4 | $1.4M | 22k | 62.36 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.3 | $1.3M | 51k | 25.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $1.1M | 5.5k | 204.67 | |
| International Business Machines (IBM) | 1.9 | $1.1M | 3.7k | 294.78 | |
| Amazon (AMZN) | 1.9 | $1.1M | 4.9k | 219.38 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.8 | $1.0M | 17k | 59.79 | |
| Visa Com Cl A (V) | 1.8 | $1.0M | 2.8k | 355.05 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 1.7 | $952k | 3.4k | 279.83 | |
| Dimensional Etf Trust Short Duration F (DFSD) | 1.5 | $848k | 18k | 48.01 | |
| Home Depot (HD) | 1.4 | $793k | 2.2k | 366.56 | |
| Costco Wholesale Corporation (COST) | 1.3 | $755k | 763.00 | 989.54 | |
| Bank of America Corporation (BAC) | 1.3 | $722k | 15k | 47.32 | |
| Wec Energy Group (WEC) | 1.2 | $662k | 6.3k | 104.20 | |
| Essential Utils (WTRG) | 1.2 | $657k | 18k | 37.14 | |
| L3harris Technologies (LHX) | 1.1 | $642k | 2.6k | 250.84 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $636k | 5.9k | 107.80 | |
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 1.1 | $620k | 21k | 29.68 | |
| Starbucks Corporation (SBUX) | 1.1 | $617k | 6.7k | 91.63 | |
| Wal-Mart Stores (WMT) | 1.1 | $608k | 6.2k | 97.78 | |
| Ecolab (ECL) | 1.1 | $600k | 2.2k | 269.44 | |
| American Tower Reit (AMT) | 1.0 | $575k | 2.6k | 221.02 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.0 | $552k | 6.1k | 90.12 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $520k | 21k | 24.38 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.9 | $502k | 26k | 19.52 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.8 | $475k | 5.1k | 93.79 | |
| Franco-Nevada Corporation (FNV) | 0.8 | $472k | 2.9k | 163.92 | |
| RPM International (RPM) | 0.8 | $467k | 4.3k | 109.84 | |
| Zoetis Cl A (ZTS) | 0.8 | $463k | 3.0k | 155.95 | |
| Analog Devices (ADI) | 0.8 | $462k | 1.9k | 238.02 | |
| First American Financial (FAF) | 0.8 | $461k | 7.5k | 61.39 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.8 | $441k | 22k | 19.65 | |
| Automatic Data Processing (ADP) | 0.8 | $440k | 1.4k | 308.40 | |
| TJX Companies (TJX) | 0.8 | $432k | 3.5k | 123.49 | |
| Johnson & Johnson (JNJ) | 0.7 | $421k | 2.8k | 152.75 | |
| Qualcomm (QCOM) | 0.7 | $420k | 2.6k | 159.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $413k | 2.3k | 176.23 | |
| McDonald's Corporation (MCD) | 0.7 | $400k | 1.4k | 292.20 | |
| Anthem (ELV) | 0.7 | $389k | 999.00 | 388.96 | |
| Amphenol Corp Cl A (APH) | 0.7 | $387k | 3.9k | 98.75 | |
| Xylem (XYL) | 0.7 | $387k | 3.0k | 129.36 | |
| Amgen (AMGN) | 0.7 | $383k | 1.4k | 279.21 | |
| Coca-Cola Company (KO) | 0.7 | $370k | 5.2k | 70.75 | |
| Waste Management (WM) | 0.6 | $367k | 1.6k | 228.82 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $328k | 3.7k | 89.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $326k | 1.1k | 298.89 | |
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.6 | $324k | 7.8k | 41.81 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $324k | 1.6k | 207.62 | |
| Nextera Energy (NEE) | 0.6 | $311k | 4.5k | 69.42 | |
| Duke Energy Corp Com New (DUK) | 0.5 | $289k | 2.4k | 118.00 | |
| Veeva Sys Cl A Com (VEEV) | 0.5 | $288k | 1.0k | 287.98 | |
| American Water Works (AWK) | 0.5 | $288k | 2.1k | 139.11 | |
| Servicenow (NOW) | 0.5 | $288k | 280.00 | 1028.08 | |
| Becton, Dickinson and (BDX) | 0.5 | $258k | 1.5k | 172.25 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.4 | $248k | 7.2k | 34.41 | |
| Royal Gold (RGLD) | 0.4 | $237k | 1.3k | 177.84 | |
| Uber Technologies (UBER) | 0.4 | $236k | 2.5k | 93.30 | |
| Meta Platforms Cl A (META) | 0.4 | $235k | 319.00 | 737.78 | |
| General Mills (GIS) | 0.4 | $229k | 4.4k | 51.81 | |
| salesforce (CRM) | 0.4 | $222k | 815.00 | 272.74 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $221k | 400.00 | 551.64 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $201k | 2.5k | 79.50 |
