Blossom Wealth Management Top Holdings and 13F Report (2025) About Blossom Wealth ManagementInvestment ActivityBlossom Wealth Management has $56.43 million in total holdings as of June 30, 2025.Blossom Wealth Management owns shares of 70 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 4.45% of the portfolio was purchased this quarter.About 2.00% of the portfolio was sold this quarter.This quarter, Blossom Wealth Management has purchased 69 new stocks and bought additional shares in 49 stocks.Blossom Wealth Management sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $9,527,167Schwab International Equity ETF $2,324,036Apple $2,282,596Microsoft $1,957,335Schwab U.S. Aggregate Bond ETF $1,875,472 Largest New Holdings this Quarter 90353T100 - Uber Technologies $236,142 Holding30303M102 - Meta Platforms $235,351 Holding46090E103 - Invesco QQQ $220,656 Holding Largest Purchases this Quarter Uber Technologies 2,531 shares (about $236.14K)Meta Platforms 319 shares (about $235.35K)Invesco QQQ 400 shares (about $220.66K)iShares Core International Aggregate Bond ETF 3,758 shares (about $192.00K)Schwab U.S. Aggregate Bond ETF 7,768 shares (about $180.53K) Largest Sales this Quarter NVIDIA 1,985 shares (about $313.61K)International Business Machines 185 shares (about $54.53K)Invesco BulletShares 2027 Corporate Bond ETF 2,500 shares (about $49.13K)Duke Energy 290 shares (about $34.22K)WEC Energy Group 200 shares (about $20.84K) 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$9,527,167$313,612 ▼-3.2%60,30216.9%Computer and TechnologySCHFSchwab International Equity ETF$2,324,036$57,615 ▲2.5%105,1604.1%ETFAAPLApple$2,282,596$36,932 ▲1.6%11,1254.0%Computer and TechnologyMSFTMicrosoft$1,957,335$11,441 ▲0.6%3,9353.5%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,875,472$180,529 ▲10.7%80,7003.3%ETFSCHBSchwab US Broad Market ETF$1,621,690$35,149 ▲2.2%68,0522.9%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,615,398$60,654 ▲3.9%78,1142.9%ETFNFLXNetflix$1,534,6260.0%1,1462.7%Consumer DiscretionaryIAGGiShares Core International Aggregate Bond ETF$1,527,693$191,996 ▲14.4%29,9022.7%ETFIAUiShares Gold Trust$1,354,147$41,469 ▲3.2%21,7152.4%FinanceSCHASchwab US Small-Cap ETF$1,300,122$58,570 ▲4.7%51,3882.3%ETFVIGVanguard Dividend Appreciation ETF$1,131,211$37,250 ▲3.4%5,5272.0%ETFIBMInternational Business Machines$1,098,350$54,534 ▼-4.7%3,7261.9%Computer and TechnologyAMZNAmazon.com$1,081,979$17,112 ▼-1.6%4,9321.9%Retail/WholesaleVGITVanguard Intermediate-Term Treasury ETF$1,028,612$124,182 ▲13.7%17,2041.8%ETFVVisa$1,011,194$14,202 ▲1.4%2,8481.8%Business ServicesVOVanguard Mid-Cap ETF$951,702$40,296 ▲4.4%3,4011.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$848,241$71,151 ▲9.2%17,6681.5%ETFHDHome Depot$793,242$15,029 ▲1.9%2,1641.4%Retail/WholesaleCOSTCostco Wholesale$755,022$17,812 ▲2.4%7631.3%Retail/WholesaleBACBank of America$721,985$26,737 ▲3.8%15,2571.3%FinanceWECWEC Energy Group$661,566$20,840 ▼-3.1%6,3491.2%UtilitiesWTRGEssential Utilities$656,808$2,600 ▲0.4%17,6851.2%UtilitiesLHXL3Harris Technologies$641,900$3,763 ▲0.6%2,5591.1%AerospaceXOMExxon Mobil$635,804$5,929 ▼-0.9%5,8981.1%EnergyDFEMDimensional Emerging Markets Core Equity 2 ETF$619,659$27,365 ▲4.6%20,8781.1%ETFSBUXStarbucks$616,578$20,159 ▲3.4%6,7291.1%Retail/WholesaleWMTWalmart$607,627$978 ▲0.2%6,2141.1%Retail/WholesaleECLEcolab$600,312$16,975 ▲2.9%2,2281.1%Basic MaterialsAMTAmerican Tower$574,873$9,946 ▲1.8%2,6011.0%FinanceVIGIVanguard International Dividend Appreciation ETF$551,625$22,170 ▲4.2%6,1211.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$520,196$20,796 ▲4.2%21,3370.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$502,152$14,620 ▼-2.8%25,7250.9%ETFMOATVanEck Morningstar Wide Moat ETF$474,861$27,856 ▲6.2%5,0630.8%ETFFNVFranco-Nevada$471,762$5,737 ▲1.2%2,8780.8%Basic MaterialsRPMRPM International$467,150$12,082 ▲2.7%4,2530.8%Basic MaterialsZTSZoetis$463,327$42,418 ▲10.1%2,9710.8%MedicalADIAnalog Devices$461,521$6,665 ▲1.5%1,9390.8%Computer and TechnologyFAFFirst American Financial$460,732$22,407 ▲5.1%7,5050.8%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$440,750$49,125 ▼-10.0%22,4300.8%ETFADPAutomatic Data Processing$439,778$15,420 ▲3.6%1,4260.8%Computer and TechnologyTJXTJX Companies$431,598$14,819 ▲3.6%3,4950.8%Retail/WholesaleJNJJohnson & Johnson$421,132$29,023 ▲7.4%2,7570.7%MedicalQCOMQUALCOMM$419,491$13,537 ▲3.3%2,6340.7%Computer and TechnologyGOOGLAlphabet$413,4360.0%2,3460.7%Computer and TechnologyMCDMcDonald's$400,3190.0%1,3700.7%Retail/WholesaleELVElevance Health$388,571$177,755 ▲84.3%9990.7%MedicalAPHAmphenol$386,804$19,256 ▲5.2%3,9170.7%Computer and TechnologyXYLXylem$386,786$15,782 ▲4.3%2,9900.7%Business ServicesAMGNAmgen$382,518$72,595 ▲23.4%1,3700.7%MedicalKOCocaCola$369,669$15,211 ▲4.3%5,2250.7%Consumer StaplesWMWaste Management$366,570$13,729 ▲3.9%1,6020.6%Business ServicesVNQVanguard Real Estate ETF$327,741$1,781 ▲0.5%3,6800.6%ETFACNAccenture$325,491$42,143 ▲14.9%1,0890.6%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$324,153$36,249 ▲12.6%7,7530.6%ETFTXNTexas Instruments$323,887$62,909 ▲24.1%1,5600.6%Computer and TechnologyNEENextEra Energy$310,654$6,942 ▼-2.2%4,4750.6%UtilitiesDUKDuke Energy$288,510$34,220 ▼-10.6%2,4450.5%UtilitiesVEEVVeeva Systems$287,9800.0%1,0000.5%MedicalAWKAmerican Water Works$287,958$16,693 ▼-5.5%2,0700.5%UtilitiesNOWServiceNow$287,8620.0%2800.5%Computer and TechnologyBDXBecton, Dickinson and Company$258,031$15,847 ▲6.5%1,4980.5%MedicalSIVRabrdn Physical Silver Shares ETF$247,752$9,463 ▲4.0%7,2000.4%ETFRGLDRoyal Gold$237,061$178 ▼-0.1%1,3330.4%Basic MaterialsUBERUber Technologies$236,142$236,142 ▲New Holding2,5310.4%Computer and TechnologyMETAMeta Platforms$235,351$235,351 ▲New Holding3190.4%Computer and TechnologyGISGeneral Mills$228,4820.0%4,4100.4%Consumer StaplesCRMSalesforce$222,280$3,273 ▲1.5%8150.4%Computer and TechnologyQQQInvesco QQQ$220,656$220,656 ▲New Holding4000.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$200,817$3,180 ▼-1.6%2,5260.4%ETFPFEPfizer$0$383,973 ▼-100.0%00.0%MedicalBRK.BBerkshire Hathaway$0$210,322 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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