Blossom Wealth Management Top Holdings and 13F Report (2025) About Blossom Wealth ManagementInvestment ActivityBlossom Wealth Management has $51.96 million in total holdings as of December 31, 2024.Blossom Wealth Management owns shares of 71 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 13.47% of the portfolio was purchased this quarter.About 2.47% of the portfolio was sold this quarter.This quarter, Blossom Wealth Management has purchased 66 new stocks and bought additional shares in 55 stocks.Blossom Wealth Management sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $8,362,954Apple $3,170,672Schwab International Equity ETF $1,961,722Microsoft $1,902,247Schwab US Broad Market ETF $1,542,430 Largest New Holdings this Quarter Invesco BulletShares 2027 Corporate Bond ETF $445,118 HoldingZoetis $300,606 HoldingTesla $271,380 HoldingAmphenol $207,308 HoldingBerkshire Hathaway $206,203 Holding Largest Purchases this Quarter Schwab International Equity ETF 55,726 shares (about $1.03M)Schwab US Broad Market ETF 41,673 shares (about $945.98K)Schwab U.S. Aggregate Bond ETF 36,044 shares (about $818.20K)Schwab US Small-Cap ETF 24,554 shares (about $634.97K)Invesco BulletShares 2027 Corporate Bond ETF 22,850 shares (about $445.12K) Largest Sales this Quarter iShares Gold Trust 2,786 shares (about $137.93K)International Business Machines 512 shares (about $112.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlossom Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$8,362,954$55,999 ▲0.7%62,27516.1%Computer and TechnologyAAPLApple$3,170,672$104,679 ▲3.4%12,6616.1%Computer and TechnologySCHFSchwab International Equity ETF$1,961,722$1,030,931 ▲110.8%106,0393.8%ETFMSFTMicrosoft$1,902,247$61,540 ▲3.3%4,5133.7%Computer and TechnologySCHBSchwab US Broad Market ETF$1,542,430$945,983 ▲158.6%67,9483.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,491,371$818,201 ▲121.5%65,6992.9%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,465,675$41,176 ▲2.9%70,9772.8%ETFSCHASchwab US Small-Cap ETF$1,274,464$634,969 ▲99.3%49,2832.5%ETFIAGGiShares Core International Aggregate Bond ETF$1,124,099$45,128 ▲4.2%22,5182.2%ETFNFLXNetflix$1,112,356$9,804 ▲0.9%1,2482.1%Consumer DiscretionaryAMZNAmazon.com$1,106,112$44,095 ▲4.2%5,0422.1%Retail/WholesaleIAUiShares Gold Trust$1,088,428$137,935 ▼-11.2%21,9842.1%FinanceVIGVanguard Dividend Appreciation ETF$1,071,582$18,800 ▲1.8%5,4722.1%ETFIBMInternational Business Machines$929,002$112,553 ▼-10.8%4,2261.8%Computer and TechnologyVVisa$919,360$32,236 ▲3.6%2,9091.8%Business ServicesVOVanguard Mid-Cap ETF$868,195$125,990 ▲17.0%3,2871.7%ETFHDHome Depot$864,787$29,565 ▲3.5%2,2231.7%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$770,393$290,573 ▲60.6%13,2751.5%ETFBACBank of America$765,059$13,405 ▲1.8%17,4071.5%FinanceDFSDDimensional Short-Duration Fixed Income ETF$685,667$53,865 ▲8.5%14,6261.3%ETFCOSTCostco Wholesale$669,435$47,621 ▲7.7%7311.3%Retail/WholesaleXOMExxon Mobil$667,795$11,295 ▲1.7%6,2081.3%Oils/EnergyWMTWalmart$650,417$28,821 ▲4.6%7,1991.3%Retail/WholesaleSBUXStarbucks$635,893$28,013 ▲4.6%6,9691.2%Retail/WholesaleWECWEC Energy Group$624,802$17,021 ▲2.8%6,6441.2%UtilitiesGOOGLAlphabet$578,501$36,156 ▲6.7%3,0561.1%Computer and TechnologyWTRGEssential Utilities$575,659$38,862 ▲7.2%15,8501.1%UtilitiesLHXL3Harris Technologies$560,606$26,916 ▲5.0%2,6661.1%AerospaceRPMRPM International$533,219$12,306 ▲2.4%4,3331.0%ConstructionDFEMDimensional Emerging Markets Core Equity 2 ETF$518,483$29,961 ▲6.1%19,7971.0%ETFECLEcolab$510,818$19,917 ▲4.1%2,1801.0%Basic MaterialsVIGIVanguard International Dividend Appreciation ETF$478,660$21,117 ▲4.6%5,9840.9%ETFAMTAmerican Tower$475,766$48,237 ▲11.3%2,5940.9%FinanceFAFFirst American Financial$461,744$18,108 ▲4.1%7,3950.9%FinanceMOATVanEck Morningstar Wide Moat ETF$457,786$19,380 ▲4.4%4,9370.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$451,748$17,487 ▲4.0%23,2500.9%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$445,118$445,118 ▲New Holding22,8500.9%ETFTJXTJX Companies$426,459$12,685 ▲3.1%3,5300.8%Retail/WholesaleSCHOSchwab Short-Term U.S. Treasury ETF$425,429$133,461 ▲45.7%17,6820.8%ETFADPAutomatic Data Processing$423,873$12,587 ▲3.1%1,4480.8%Business ServicesADIAnalog Devices$414,509$14,872 ▲3.7%1,9510.8%Computer and TechnologyQCOMQUALCOMM$406,479$14,594 ▲3.7%2,6460.8%Computer and TechnologyMCDMcDonald's$397,1790.0%1,3700.8%Retail/WholesaleBDXBecton, Dickinson and Company$359,816$15,881 ▲4.6%1,5860.7%MedicalPFEPfizer$345,471$18,146 ▲5.5%13,0220.7%MedicalFNVFranco-Nevada$335,484$12,700 ▲3.9%2,8530.6%Basic MaterialsJNJJohnson & Johnson$335,085$20,247 ▲6.4%2,3170.6%MedicalXYLXylem$334,370$12,414 ▲3.9%2,8820.6%Business ServicesACNAccenture$331,738$17,238 ▲5.5%9430.6%Computer and TechnologyKOCoca-Cola$322,196$17,744 ▲5.8%5,1750.6%Consumer StaplesNEENextEra Energy$315,436$1,075 ▲0.3%4,4000.6%UtilitiesVNQVanguard Real Estate ETF$305,723$20,667 ▲7.3%3,4320.6%ETFWMWaste Management$301,474$13,520 ▲4.7%1,4940.6%Business ServicesZTSZoetis$300,606$300,606 ▲New Holding1,8450.6%MedicalTROWT. Rowe Price Group$298,671$14,476 ▲5.1%2,6410.6%FinanceDUKDuke Energy$297,3620.0%2,7600.6%UtilitiesNOWServiceNow$296,8340.0%2800.6%Computer and TechnologyAMGNAmgen$284,098$9,644 ▲3.5%1,0900.5%MedicalGISGeneral Mills$281,2260.0%4,4100.5%Consumer StaplesCRMSalesforce$277,187$2,006 ▲0.7%8290.5%Computer and TechnologyTSLATesla$271,380$271,380 ▲New Holding6720.5%Auto/Tires/TrucksDFIPDimensional Inflation-Protected Securities ETF$221,930$9,272 ▲4.4%5,4810.4%ETFAWKAmerican Water Works$220,347$3,112 ▲1.4%1,7700.4%UtilitiesITGartner$216,5580.0%4470.4%Business ServicesTXNTexas Instruments$213,199$10,313 ▲5.1%1,1370.4%Computer and TechnologyVEEVVeeva Systems$210,2500.0%1,0000.4%MedicalAPHAmphenol$207,308$207,308 ▲New Holding2,9850.4%Computer and TechnologyBRK.BBerkshire Hathaway$206,203$206,203 ▲New Holding4550.4%FinanceQQQInvesco QQQ$204,492$204,492 ▲New Holding4000.4%FinanceMETAMeta Platforms$201,240$201,240 ▲New Holding3440.4%Computer and TechnologyFRTFederal Realty Investment Trust$200,9500.0%1,7950.4%FinanceBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$674,890 ▼-100.0%00.0%ETFCVXChevron$0$357,604 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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