Blossom Wealth Management Top Holdings and 13F Report (2025) About Blossom Wealth ManagementInvestment ActivityBlossom Wealth Management has $49.72 million in total holdings as of March 31, 2025.Blossom Wealth Management owns shares of 69 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.51% of the portfolio was purchased this quarter.About 6.24% of the portfolio was sold this quarter.This quarter, Blossom Wealth Management has purchased 71 new stocks and bought additional shares in 24 stocks.Blossom Wealth Management sold shares of 37 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $6,750,701Apple $2,431,299Schwab International Equity ETF $2,028,498Schwab U.S. Aggregate Bond ETF $1,689,109Invesco BulletShares 2025 Corporate Bond ETF $1,554,743 Largest New Holdings this Quarter 036752103 - Elevance Health $235,748 Holding003264108 - Aberdeen Standard Physical Silver Shares ETF $225,132 Holding780287108 - Royal Gold $218,122 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $202,560 Holding Largest Purchases this Quarter Elevance Health 542 shares (about $235.75K)Aberdeen Standard Physical Silver Shares ETF 6,925 shares (about $225.13K)Royal Gold 1,334 shares (about $218.12K)Vanguard Short-Term Corporate Bond ETF 2,566 shares (about $202.56K)iShares Core International Aggregate Bond ETF 3,626 shares (about $181.26K) Largest Sales this Quarter Apple 1,716 shares (about $381.19K)Microsoft 601 shares (about $225.61K)Bank of America 2,715 shares (about $113.30K)Alphabet 710 shares (about $109.79K)Netflix 102 shares (about $95.12K) 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$6,750,701$1,301 ▲0.0%62,28713.6%Computer and TechnologyAAPLApple$2,431,299$381,189 ▼-13.6%10,9454.9%Computer and TechnologySCHFSchwab International Equity ETF$2,028,498$68,953 ▼-3.3%102,5534.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,689,109$167,517 ▲11.0%72,9323.4%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$1,554,743$86,939 ▲5.9%75,1813.1%ETFMSFTMicrosoft$1,468,546$225,613 ▼-13.3%3,9123.0%Computer and TechnologySCHBSchwab US Broad Market ETF$1,433,413$29,518 ▼-2.0%66,5772.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,306,939$181,264 ▲16.1%26,1442.6%ETFIAUiShares Gold Trust$1,241,108$55,069 ▼-4.2%21,0502.5%FinanceSCHASchwab US Small-Cap ETF$1,149,785$4,920 ▼-0.4%49,0732.3%ETFNFLXNetflix$1,068,668$95,117 ▼-8.2%1,1462.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,036,877$24,637 ▼-2.3%5,3452.1%ETFVVisa$984,092$35,396 ▼-3.5%2,8082.0%Business ServicesIBMInternational Business Machines$972,509$78,328 ▼-7.5%3,9112.0%Computer and TechnologyAMZNAmazon.com$953,157$6,088 ▼-0.6%5,0101.9%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$898,367$109,987 ▲14.0%15,1271.8%ETFVOVanguard Mid-Cap ETF$842,325$7,759 ▼-0.9%3,2571.7%ETFHDHome Depot$778,161$36,654 ▼-4.5%2,1231.6%Retail/WholesaleDFSDDimensional Short-Duration Fixed Income ETF$769,159$74,131 ▲10.7%16,1861.5%ETFWECWEC Energy Group$713,710$10,353 ▼-1.4%6,5491.4%UtilitiesXOMExxon Mobil$707,990$30,327 ▼-4.1%5,9531.4%EnergyCOSTCostco Wholesale$704,274$13,235 ▲1.9%7451.4%Retail/WholesaleWTRGEssential Utilities$696,307$69,769 ▲11.1%17,6151.4%UtilitiesSBUXStarbucks$638,468$45,121 ▼-6.6%6,5091.3%Retail/WholesaleBACBank of America$613,118$113,301 ▼-15.6%14,6921.2%FinanceAMTAmerican Tower$556,186$8,269 ▼-1.5%2,5561.1%FinanceECLEcolab$548,871$3,803 ▼-0.7%2,1651.1%Basic MaterialsWMTWalmart$544,669$87,354 ▼-13.8%6,2041.1%Retail/WholesaleLHXL3Harris Technologies$532,485$25,536 ▼-4.6%2,5441.1%AerospaceDFEMDimensional Emerging Markets Core Equity 2 ETF$528,036$4,207 ▲0.8%19,9561.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$515,714$62,804 ▲13.9%26,4741.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$498,581$68,201 ▲15.8%20,4841.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$488,379$40,747 ▲9.1%24,9301.0%ETFVIGIVanguard International Dividend Appreciation ETF$487,273$9,040 ▼-1.8%5,8751.0%ETFRPMRPM International$479,262$21,979 ▼-4.4%4,1431.0%ConstructionFAFFirst American Financial$468,598$16,736 ▼-3.4%7,1400.9%FinanceFNVFranco-Nevada$447,943$1,576 ▼-0.4%2,8430.9%Basic MaterialsZTSZoetis$444,390$140,611 ▲46.3%2,6990.9%MedicalMCDMcDonald's$427,9880.0%1,3700.9%Retail/WholesaleJNJJohnson & Johnson$425,711$41,460 ▲10.8%2,5670.9%MedicalADPAutomatic Data Processing$420,409$21,998 ▼-5.0%1,3760.8%Business ServicesMOATVanEck Morningstar Wide Moat ETF$419,410$15,048 ▼-3.5%4,7660.8%ETFTJXTJX Companies$411,075$18,879 ▼-4.4%3,3750.8%Retail/WholesaleQCOMQUALCOMM$391,552$14,900 ▼-3.7%2,5490.8%Computer and TechnologyADIAnalog Devices$385,391$8,067 ▼-2.1%1,9110.8%Computer and TechnologyPFEPfizer$383,973$53,999 ▲16.4%15,1530.8%MedicalGOOGLAlphabet$362,785$109,794 ▼-23.2%2,3460.7%Computer and TechnologyKOCoca-Cola$358,816$11,817 ▼-3.2%5,0100.7%Consumer StaplesWMWaste Management$356,988$11,112 ▲3.2%1,5420.7%Business ServicesAMGNAmgen$345,821$6,231 ▲1.8%1,1100.7%MedicalXYLXylem$342,611$1,672 ▼-0.5%2,8680.7%Business ServicesDUKDuke Energy$333,588$3,049 ▼-0.9%2,7350.7%UtilitiesVNQVanguard Real Estate ETF$331,376$20,643 ▲6.6%3,6600.7%ETFNEENextEra Energy$324,322$12,406 ▲4.0%4,5750.7%UtilitiesAWKAmerican Water Works$323,069$61,958 ▲23.7%2,1900.6%UtilitiesBDXBecton, Dickinson and Company$322,058$41,231 ▼-11.3%1,4060.6%MedicalACNAccenture$295,814$1,560 ▲0.5%9480.6%Computer and TechnologyDFIPDimensional Inflation-Protected Securities ETF$289,976$59,166 ▲25.6%6,8860.6%ETFGISGeneral Mills$263,6740.0%4,4100.5%Consumer StaplesAPHAmphenol$244,126$48,340 ▲24.7%3,7220.5%Computer and TechnologyELVElevance Health$235,748$235,748 ▲New Holding5420.5%MedicalVEEVVeeva Systems$231,6300.0%1,0000.5%MedicalTXNTexas Instruments$225,883$21,564 ▲10.6%1,2570.5%Computer and TechnologySIVRAberdeen Standard Physical Silver Shares ETF$225,132$225,132 ▲New Holding6,9250.5%ETFNOWServiceNow$222,9190.0%2800.4%Computer and TechnologyRGLDRoyal Gold$218,122$218,122 ▲New Holding1,3340.4%Basic MaterialsCRMSalesforce$215,522$6,978 ▼-3.1%8030.4%Computer and TechnologyBRK.BBerkshire Hathaway$210,322$31,948 ▼-13.2%3950.4%FinanceVCSHVanguard Short-Term Corporate Bond ETF$202,560$202,560 ▲New Holding2,5660.4%ETFTROWT. Rowe Price Group$0$298,671 ▼-100.0%00.0%FinanceTSLATesla$0$271,380 ▼-100.0%00.0%Auto/Tires/TrucksITGartner$0$216,558 ▼-100.0%00.0%Business ServicesQQQInvesco QQQ$0$204,492 ▼-100.0%00.0%FinanceMETAMeta Platforms$0$201,240 ▼-100.0%00.0%Computer and TechnologyFRTFederal Realty Investment Trust$0$200,950 ▼-100.0%00.0%FinanceShowing 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. 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