Blossom Wealth Management Incresed Positions in Q3 2025

Blossom Wealth Management

  • $61.6 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
1.57K
+ 56.8%
$155.17 - $185.42 $243K - $290K
4.32K $801K
IAU
Ishares Gold Trust

ETFs
552
+ 2.54%
$61.62 - $72.77 $34K - $40.2K
22.3K $1.62M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.04K
+ 2.89%
$21.69 - $23.34 $65.8K - $70.8K
108K $2.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.71K
+ 3.33%
$25.29 - $28.33 $43.2K - $48.4K
53.1K $1.48M
FNV
Franco Nevada Corp

Basic Materials
33
+ 1.15%
$154.4 - $222.91 $5.1K - $7.36K
2.91K $648K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
938
+ 1.38%
$23.82 - $25.84 $22.3K - $24.2K
69K $1.77M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.57K
+ 8.6%
$50.85 - $51.35 $131K - $132K
32.5K $1.66M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.11K
+ 5.09%
$22.9 - $23.58 $94.1K - $96.9K
84.8K $1.99M
FAF
First American Financial Corp

Financial Services
1.35K
+ 17.99%
$54.73 - $68.13 $73.9K - $92K
8.86K $568K
BDX
Becton Dickinson & CO

Healthcare
413
+ 27.57%
$172.41 - $199.66 $71.2K - $82.5K
1.91K $357K
SIVR
Abrdn Silver ETF Trust

ETFs
250
+ 3.47%
$34.34 - $44.62 $8.59K - $11.2K
7.45K $331K
VO
Vanguard Mid Cap ETF

ETFs
119
+ 3.5%
$279.83 - $293.74 $33.3K - $35K
3.52K $1.03M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
893
+ 4.28%
$29.55 - $32.52 $26.4K - $29K
21.8K $698K
WEC
Wec Energy Group, Inc.

Utilities
90
+ 1.42%
$103.66 - $114.59 $9.33K - $10.3K
6.44K $737K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.09K
+ 6.33%
$58.97 - $60.36 $64.2K - $65.7K
18.3K $1.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.27K
+ 7.17%
$47.86 - $48.43 $60.6K - $61.3K
18.9K $912K
WTRG
Essential Utilities, Inc.

Utilities
75
+ 0.42%
$36.73 - $39.9 $2.75K - $2.99K
17.8K $708K
NEE
Nextera Energy Inc

Utilities
150
+ 3.35%
$69.77 - $77.54 $10.5K - $11.6K
4.63K $349K
WMT
Walmart Inc.

Consumer Defensive
35
+ 0.56%
$94.4 - $104.27 $3.3K - $3.65K
6.25K $644K
RPM
Rpm International Inc

Basic Materials
20
+ 0.47%
$110.07 - $128.23 $2.2K - $2.56K
4.27K $503K
RGLD
Royal Gold Inc

Basic Materials
33
+ 2.48%
$151.42 - $200.58 $5K - $6.62K
1.37K $273K
XOM
Exxon Mobil Corp

Energy
30
+ 0.51%
$105.83 - $117.22 $3.17K - $3.52K
5.93K $668K
SCHO
Schwab Short Term Us Treasury

ETFs
1.06K
+ 4.94%
$24.23 - $24.42 $25.6K - $25.8K
22.4K $546K
DFIP
Dimensional ETF Tr Inflation P

ETFs
543
+ 7.0%
$41.6 - $42.66 $22.6K - $23.2K
8.3K $350K
DUK
Duke Energy Corp

Utilities
85
+ 3.48%
$116.31 - $125.93 $9.89K - $10.7K
2.53K $313K
VIG
Vanguard Dividend Appreciation

ETFs
120
+ 2.17%
N/A
5.65K $1.03M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
228
+ 4.5%
N/A
5.29K $454K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
232
+ 3.79%
$86.07 - $90.74 $20K - $21.1K
6.35K $569K
ADI
Analog Devices Inc

Technology
8
+ 0.41%
$220.68 - $255.63 $1.77K - $2.05K
1.95K $478K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
725
+ 3.23%
$19.61 - $19.79 $14.2K - $14.3K
23.2K $456K
AMGN
Amgen Inc

Healthcare
27
+ 1.97%
$271.18 - $309.22 $7.32K - $8.35K
1.4K $394K
AWK
American Water Works Company, Inc.

Utilities
65
+ 3.14%
$135.05 - $147.0 $8.78K - $9.56K
2.14K $297K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5
+ 0.2%
$78.96 - $80.04 $395 - $400
2.53K $202K
KO
Coca Cola CO

Consumer Defensive
121
+ 2.32%
$65.67 - $71.67 $7.95K - $8.67K
5.35K $354K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 1.18%
$915.95 - $994.57 $8.24K - $8.95K
772 $714K
IBM
International Business Machines Corp

Technology
11
+ 0.3%
$234.77 - $292.47 $2.58K - $3.22K
3.74K $1.05M
ACN
Accenture PLC

Technology
13
+ 1.19%
$232.56 - $304.78 $3.02K - $3.96K
1.1K $271K
AMT
American Tower Corp

Real Estate
44
+ 1.69%
$192.32 - $232.35 $8.46K - $10.2K
2.65K $508K
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Blossom Wealth Management Portfolio

Follow Blossom Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blossom Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Blossom Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email