Blossom Wealth Management Reduced Holdings in Q4 2025

Blossom Wealth Management

  • $60.4 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-4.55K
- 20.44%
$72.65 - $82.5 $331K - $376K
17.7K $1.36M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.2K
- 10.43%
$25.2 - $26.46 $181K - $190K
61.8K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 2.78%
$358.03 - $397.02 $21.5K - $23.8K
2.1K $751K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.48K
- 5.28%
$23.37 - $23.7 $105K - $106K
80.3K $1.88M
FNV
Franco Nevada Corp

Basic Materials
-115
- 3.95%
$183.97 - $222.27 $21.2K - $25.6K
2.8K $550K
WEC
Wec Energy Group, Inc.

Utilities
-600
- 9.32%
$110.61 - $117.5 $66.4K - $70.5K
5.84K $647K
SIVR
Abrdn Silver ETF Trust

ETFs
-2.28K
- 30.55%
$44.53 - $51.56 $101K - $117K
5.17K $249K
WTRG
Essential Utilities, Inc.

Utilities
-1.89K
- 10.62%
$38.08 - $41.93 $71.8K - $79.1K
15.9K $629K
AWK
American Water Works Company, Inc.

Utilities
-469
- 21.97%
$125.97 - $145.43 $59.1K - $68.2K
1.67K $219K
RGLD
Royal Gold Inc

Basic Materials
-276
- 20.2%
$169.08 - $206.65 $46.7K - $57K
1.09K $202K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.15K
- 2.17%
$27.17 - $28.65 $31.3K - $33K
51.9K $1.42M
V
Visa Inc.

Financial Services
-38
- 1.33%
$325.75 - $352.42 $12.4K - $13.4K
2.81K $915K
VGIT
Vanguard Intermediate Term Tre

ETFs
-874
- 4.78%
$59.84 - $60.54 $52.3K - $52.9K
17.4K $1.05M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.11K
- 9.41%
$24.31 - $24.46 $51.2K - $51.5K
20.3K $493K
LHX
L3 Harris Technologies, Inc.

Industrials
-10
- 0.39%
$283.87 - $306.76 $2.84K - $3.07K
2.54K $736K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.74K
- 4.38%
$23.02 - $24.23 $109K - $115K
103K $2.48M
DUK
Duke Energy Corp

Utilities
-355
- 14.03%
$121.57 - $129.03 $43.2K - $45.8K
2.18K $272K
ECL
Ecolab Inc.

Basic Materials
-10
- 0.45%
$253.06 - $281.35 $2.53K - $2.81K
2.22K $573K
NVDA
Nvidia Corp

Technology
-192
- 0.32%
$179.83 - $207.04 $34.5K - $39.8K
60.1K $11.2M
AMT
American Tower Corp

Real Estate
-11
- 0.42%
$176.64 - $193.32 $1.94K - $2.13K
2.63K $475K
WMT
Walmart Inc.

Consumer Defensive
-275
- 4.4%
$101.18 - $109.03 $27.8K - $30K
5.97K $615K
FAF
First American Financial Corp

Financial Services
-365
- 4.12%
$59.02 - $64.31 $21.5K - $23.5K
8.49K $540K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 1.68%
$910.94 - $954.99 $11.8K - $12.4K
759 $692K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-430
- 2.27%
$48.17 - $48.5 $20.7K - $20.9K
18.5K $891K
XYL
Xylem Inc.

Industrials
-30
- 1.0%
$142.73 - $152.95 $4.28K - $4.59K
2.96K $422K
VNQ
Vanguard Specialized Funds Van

ETFs
-72
- 2.06%
$88.13 - $92.69 $6.35K - $6.67K
3.42K $306K
XOM
Exxon Mobil Corp

Energy
-342
- 5.77%
$110.64 - $119.78 $37.8K - $41K
5.59K $657K
VIG
Vanguard Dividend Appreciation

ETFs
-53
- 0.94%
N/A
5.59K $1.02M
NEE
Nextera Energy Inc

Utilities
-655
- 14.16%
$78.18 - $86.03 $51.2K - $56.3K
3.97K $340K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-400
- 1.55%
$19.54 - $19.6 $7.82K - $7.84K
25.3K $496K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-75
- 1.42%
N/A
5.22K $447K
IBM
International Business Machines Corp

Technology
-209
- 5.59%
$275.97 - $314.98 $57.7K - $65.8K
3.53K $1.05M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-834
- 3.83%
$31.28 - $33.46 $26.1K - $27.9K
20.9K $692K
TXN
Texas Instruments Inc

Technology
-20
- 1.28%
N/A
1.54K $299K
SBUX
Starbucks Corp

Consumer Cyclical
-50
- 0.74%
$78.46 - $87.26 $3.92K - $4.36K
6.67K $565K
APH
Amphenol Corp

Technology
-75
- 1.92%
$121.7 - $143.85 $9.13K - $10.8K
3.83K $512K
AMGN
Amgen Inc

Healthcare
-77
- 5.51%
$290.13 - $341.71 $22.3K - $26.3K
1.32K $451K
GOOGL
Alphabet Inc.

Communication Services
-50
- 2.18%
$236.57 - $291.31 $11.8K - $14.6K
2.25K $620K
AAPL
Apple Inc.

Technology
-61
- 0.55%
$245.27 - $275.25 $15K - $16.8K
11.1K $2.96M
Activity Summary
Buys All Purchases 23 New Holdings 4 Increased Positions 19 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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