Blossom Wealth Management Reduced Holdings in Q1 2025

Blossom Wealth Management

  • $49.6 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.72K
- 13.55%
$209.68 - $247.1 $360K - $424K
10.9K $2.43M
MSFT
Microsoft Corp

Technology
-601
- 13.32%
$375.39 - $447.2 $226K - $269K
3.91K $1.47M
GOOGL
Alphabet Inc.

Communication Services
-710
- 23.23%
$154.33 - $206.19 $110K - $146K
2.35K $362K
AMZN
Amazon Com Inc

Consumer Cyclical
-32
- 0.63%
$190.26 - $242.06 $6.09K - $7.75K
5.01K $953K
BAC
Bank Of America Corp

Financial Services
-2.72K
- 15.6%
$39.61 - $47.74 $108K - $130K
14.7K $613K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-210
- 0.43%
$23.16 - $27.04 $4.86K - $5.68K
49.1K $1.15M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.37K
- 2.02%
$21.23 - $23.75 $29.1K - $32.6K
66.6K $1.43M
WMT
Walmart Inc.

Consumer Defensive
-995
- 13.82%
$84.5 - $105.05 $84.1K - $105K
6.2K $544K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 4.5%
$347.25 - $424.87 $34.7K - $42.5K
2.12K $778K
CRM
Salesforce, Inc.

Technology
-26
- 3.14%
$268.36 - $359.95 $6.98K - $9.36K
803 $215K
NFLX
Netflix Inc

Communication Services
-102
- 8.17%
$828.4 - $1058.6 $84.5K - $108K
1.15K $1.07M
BDX
Becton Dickinson & CO

Healthcare
-180
- 11.35%
$222.79 - $249.08 $40.1K - $44.8K
1.41K $322K
ADI
Analog Devices Inc

Technology
-40
- 2.05%
$201.56 - $243.82 $8.06K - $9.75K
1.91K $385K
LHX
L3 Harris Technologies, Inc.

Industrials
-122
- 4.58%
$194.65 - $222.86 $23.7K - $27.2K
2.54K $532K
VO
Vanguard Mid Cap ETF

ETFs
-30
- 0.91%
$251.87 - $277.95 $7.56K - $8.34K
3.26K $842K
VIG
Vanguard Dividend Appreciation

ETFs
-127
- 2.32%
N/A
5.35K $973K
TJX
Tjx Companies Inc

Consumer Cyclical
-155
- 4.39%
$112.81 - $126.16 $17.5K - $19.6K
3.38K $411K
QCOM
Qualcomm Inc

Technology
-97
- 3.67%
$151.94 - $175.86 $14.7K - $17.1K
2.55K $391K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-171
- 3.46%
N/A
4.77K $409K
ADP
Automatic Data Processing Inc

Industrials
-72
- 4.97%
$286.85 - $318.64 $20.7K - $22.9K
1.38K $420K
SBUX
Starbucks Corp

Consumer Cyclical
-460
- 6.6%
$91.75 - $115.81 $42.2K - $53.3K
6.51K $638K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 13.19%
$442.66 - $534.52 $26.6K - $32.1K
395 $210K
FAF
First American Financial Corp

Financial Services
-255
- 3.45%
$57.7 - $66.47 $14.7K - $16.9K
7.14K $468K
XYL
Xylem Inc.

Industrials
-14
- 0.49%
$114.02 - $132.04 $1.6K - $1.85K
2.87K $342K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-109
- 1.82%
$78.97 - $85.82 $8.61K - $9.35K
5.88K $487K
KO
Coca Cola CO

Consumer Defensive
-165
- 3.19%
$60.81 - $72.32 $10K - $11.9K
5.01K $358K
DUK
Duke Energy Corp

Utilities
-25
- 0.91%
$105.87 - $121.97 $2.65K - $3.05K
2.74K $333K
ECL
Ecolab Inc.

Basic Materials
-15
- 0.69%
$229.72 - $269.82 $3.45K - $4.05K
2.17K $548K
XOM
Exxon Mobil Corp

Energy
-255
- 4.11%
$105.44 - $118.93 $26.9K - $30.3K
5.95K $707K
IBM
International Business Machines Corp

Technology
-315
- 7.45%
$217.4 - $264.74 $68.5K - $83.4K
3.91K $972K
V
Visa Inc.

Financial Services
-101
- 3.47%
$306.92 - $362.71 $31K - $36.6K
2.81K $984K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.49K
- 3.29%
$18.36 - $20.51 $64K - $71.5K
103K $2.03M
AMT
American Tower Corp

Real Estate
-38
- 1.46%
$173.46 - $217.6 $6.59K - $8.27K
2.56K $556K
WEC
Wec Energy Group, Inc.

Utilities
-95
- 1.43%
$92.12 - $108.98 $8.75K - $10.4K
6.55K $713K
FNV
Franco Nevada Corp

Basic Materials
-10
- 0.35%
$120.72 - $157.56 $1.21K - $1.58K
2.84K $447K
IAU
Ishares Gold Trust

ETFs
-934
- 4.25%
$49.74 - $58.96 $46.5K - $55.1K
21.1K $1.24M
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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