Blossom Wealth Management Incresed Positions in Q2 2025

Blossom Wealth Management

  • $56.2 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
23
+ 0.59%
$354.56 - $497.45 $8.15K - $11.4K
3.94K $1.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.61K
+ 2.54%
$17.76 - $22.1 $46.3K - $57.6K
105K $2.32M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.76K
+ 14.37%
$50.09 - $51.09 $188K - $192K
29.9K $1.53M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.48K
+ 2.22%
$19.1 - $23.83 $28.2K - $35.1K
68.1K $1.62M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.77K
+ 10.65%
$22.68 - $23.28 $176K - $181K
80.7K $1.87M
ELV
Elevance Health, Inc.

Healthcare
457
+ 84.32%
$372.27 - $452.69 $170K - $207K
999 $388K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.32K
+ 4.72%
$20.42 - $25.3 $47.3K - $58.6K
51.4K $1.3M
APH
Amphenol Corp

Technology
195
+ 5.24%
$59.09 - $98.75 $11.5K - $19.3K
3.92K $386K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.08K
+ 13.73%
$58.63 - $59.9 $122K - $124K
17.2K $1.03M
IAU
Ishares Gold Trust

ETFs
665
+ 3.16%
$56.1 - $64.74 $37.3K - $43.1K
21.7K $1.35M
LHX
L3 Harris Technologies, Inc.

Industrials
15
+ 0.59%
$200.21 - $256.99 $3K - $3.85K
2.56K $641K
BAC
Bank Of America Corp

Financial Services
565
+ 3.85%
$34.39 - $47.46 $19.4K - $26.8K
15.3K $721K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
922
+ 4.62%
$23.4 - $29.68 $21.6K - $27.4K
20.9K $619K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.48K
+ 9.16%
$47.09 - $48.01 $69.8K - $71.2K
17.7K $848K
ADI
Analog Devices Inc

Technology
28
+ 1.47%
$164.6 - $238.02 $4.61K - $6.66K
1.94K $461K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
246
+ 4.19%
$75.29 - $91.16 $18.5K - $22.4K
6.12K $551K
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.16%
$81.79 - $99.98 $818 - $1K
6.21K $607K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.93K
+ 3.9%
$20.66 - $20.74 $60.6K - $60.8K
78.1K $1.62M
TXN
Texas Instruments Inc

Technology
303
+ 24.11%
N/A
1.56K $303K
ECL
Ecolab Inc.

Basic Materials
63
+ 2.91%
$225.65 - $270.95 $14.2K - $17.1K
2.23K $600K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 2.42%
$908.13 - $1056.85 $16.3K - $19K
763 $755K
XYL
Xylem Inc.

Industrials
122
+ 4.25%
$102.86 - $129.5 $12.5K - $15.8K
2.99K $386K
AMGN
Amgen Inc

Healthcare
260
+ 23.42%
$262.28 - $309.85 $68.2K - $80.6K
1.37K $382K
DFIP
Dimensional ETF Tr Inflation P

ETFs
867
+ 12.59%
$41.11 - $42.42 $35.6K - $36.8K
7.75K $324K
VIG
Vanguard Dividend Appreciation

ETFs
182
+ 3.41%
N/A
5.53K $1.01M
ACN
Accenture PLC

Technology
141
+ 14.87%
$279.23 - $323.21 $39.4K - $45.6K
1.09K $325K
QCOM
Qualcomm Inc

Technology
85
+ 3.33%
$124.66 - $159.48 $10.6K - $13.6K
2.63K $419K
V
Visa Inc.

Financial Services
40
+ 1.42%
$308.27 - $373.31 $12.3K - $14.9K
2.85K $1.01M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
297
+ 6.23%
N/A
5.06K $434K
FNV
Franco Nevada Corp

Basic Materials
35
+ 1.23%
$143.04 - $178.17 $5.01K - $6.24K
2.88K $471K
SCHO
Schwab Short Term Us Treasury

ETFs
853
+ 4.16%
$24.19 - $24.45 $20.6K - $20.9K
21.3K $520K
SIVR
Abrdn Silver ETF Trust

ETFs
275
+ 3.97%
$28.36 - $35.37 $7.8K - $9.73K
7.2K $247K
TJX
Tjx Companies Inc

Consumer Cyclical
120
+ 3.56%
$119.13 - $135.03 $14.3K - $16.2K
3.5K $431K
ADP
Automatic Data Processing Inc

Industrials
50
+ 3.63%
$276.76 - $326.81 $13.8K - $16.3K
1.43K $439K
ZTS
Zoetis Inc.

Healthcare
272
+ 10.08%
$144.41 - $170.3 $39.3K - $46.3K
2.97K $463K
AMT
American Tower Corp

Real Estate
45
+ 1.76%
$203.96 - $228.19 $9.18K - $10.3K
2.6K $574K
HD
Home Depot, Inc.

Consumer Cyclical
41
+ 1.93%
$335.24 - $380.78 $13.7K - $15.6K
2.16K $793K
KO
Coca Cola CO

Consumer Defensive
215
+ 4.29%
$68.37 - $73.9 $14.7K - $15.9K
5.23K $369K
WM
Waste Management Inc

Industrials
60
+ 3.89%
$216.47 - $242.1 $13K - $14.5K
1.6K $366K
CRM
Salesforce, Inc.

Technology
12
+ 1.49%
$236.26 - $291.15 $2.84K - $3.49K
815 $222K
JNJ
Johnson & Johnson

Healthcare
190
+ 7.4%
$146.36 - $159.82 $27.8K - $30.4K
2.76K $421K
VNQ
Vanguard Specialized Funds Van

ETFs
20
+ 0.55%
$79.79 - $91.42 $1.6K - $1.83K
3.68K $327K
FAF
First American Financial Corp

Financial Services
365
+ 5.11%
$54.11 - $67.0 $19.8K - $24.5K
7.51K $460K
RPM
Rpm International Inc

Basic Materials
110
+ 2.66%
$96.97 - $117.58 $10.7K - $12.9K
4.25K $467K
SBUX
Starbucks Corp

Consumer Cyclical
220
+ 3.38%
$79.69 - $99.41 $17.5K - $21.9K
6.73K $616K
WTRG
Essential Utilities, Inc.

Utilities
70
+ 0.4%
$36.92 - $41.39 $2.58K - $2.9K
17.7K $656K
BDX
Becton Dickinson & CO

Healthcare
92
+ 6.54%
$165.15 - $226.42 $15.2K - $20.8K
1.5K $258K
AAPL
Apple Inc.

Technology
180
+ 1.64%
$172.42 - $223.89 $31K - $40.3K
11.1K $2.28M
Activity Summary
Buys All Purchases 52 New Holdings 3 Increased Positions 49 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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