The Analysis of Blossom Wealth Management's Holdings

Currently, Blossom Wealth Management holds 73 types of securities in its portfolio with a total value $60.6M. In the most recent quarter, they have increased their positions in NFLX (+10.3K shares, valued at $967.0K), MYCG (+18.7K shares, valued at $468.0K), BSCR (+20.2K shares, valued at $398.6K); decreased their positions in N/A (-4.6K shares, valued at $369.5K), SCHB (-7.2K shares, valued at $188.7K), SIVR (-2.3K shares, valued at $153.9K); initiated new positions in MYCG (+18.7K shares, valued at $468.0K), TOST (+10.4K shares, valued at $369.3K), N/A (+792 shares, valued at $248.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION60.1K shares-0.32%2025-12-312026-01-16

AAPL APPLE INC11.1K shares-0.55%2025-12-312026-01-16

SCHF SCHWAB STRATEGIC TR103.5K shares-4.38%2025-12-312026-01-16

SCHZ SCHWAB STRATEGIC TR80.3K shares-5.28%2025-12-312026-01-16

MSFT MICROSOFT CORP3.8K shares0.10%2025-12-312026-01-16

IAGG ISHARES TR33.3K shares2.60%2025-12-312026-01-16

SCHB SCHWAB STRATEGIC TR61.8K shares-10.43%2025-12-312026-01-16

SCHA SCHWAB STRATEGIC TR51.9K shares-2.17%2025-12-312026-01-16

Sponsored

ISHARES GOLD TR ISHARES GOLD TR17.7K shares-20.44%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS5.6K shares-0.94%2025-12-312026-01-16

AMZN AMAZON COM INC5.0K shares1.87%2025-12-312026-01-16

NFLX NETFLIX INC11.5K shares900.00%2025-12-312026-01-16

VO VANGUARD INDEX FDS3.6K shares3.44%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS3.5K shares-5.59%2025-12-312026-01-16

VGIT VANGUARD SCOTTSDALE FDS17.4K shares-4.78%2025-12-312026-01-16

V VISA INC2.8K shares-1.33%2025-12-312026-01-16

Sponsored

JNJ JOHNSON & JOHNSON4.3K shares0.00%2025-12-312026-01-16

DFSD DIMENSIONAL ETF TRUST18.5K shares-2.27%2025-12-312026-01-16

BAC BANK AMERICA CORP15.6K shares2.46%2025-12-312026-01-16

BSCR INVESCO EXCH TRD SLF IDX FD43.3K shares87.20%2025-12-312026-01-16

VIGI VANGUARD WHITEHALL FDS8.9K shares39.59%2025-12-312026-01-16

LHX L3HARRIS TECHNOLOGIES INC2.5K shares-0.39%2025-12-312026-01-16

HD HOME DEPOT INC2.1K shares-2.78%2025-12-312026-01-16

ALPHABET INC ALPHABET INC2.2K shares-2.18%2025-12-312026-01-16

Sponsored

DFEM DIMENSIONAL ETF TRUST20.9K shares-3.83%2025-12-312026-01-16

XOM EXXON MOBIL CORP5.6K shares-5.77%2025-12-312026-01-16

WMT WALMART INC6.0K shares-4.40%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW759 shares-1.68%2025-12-312026-01-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.8K shares-9.32%2025-12-312026-01-16

WTRG ESSENTIAL UTILS INC15.9K shares-10.62%2025-12-312026-01-16

ECL ECOLAB INC2.2K shares-0.45%2025-12-312026-01-16

FNV FRANCO NEV CORP2.8K shares-3.95%2025-12-312026-01-16

Sponsored

SBUX STARBUCKS CORP6.7K shares-0.74%2025-12-312026-01-16

MOAT VANECK ETF TRUST5.2K shares-1.42%2025-12-312026-01-16

ADI ANALOG DEVICES INC2.0K shares1.28%2025-12-312026-01-16

TJX TJX COS INC NEW3.5K shares0.29%2025-12-312026-01-16

FAF FIRST AMERN FINL CORP8.5K shares-4.12%2025-12-312026-01-16

APH AMPHENOL CORP NEW3.8K shares-1.92%2025-12-312026-01-16

BSCQ INVESCO EXCH TRD SLF IDX FD25.3K shares-1.55%2025-12-312026-01-16

SCHO SCHWAB STRATEGIC TR20.3K shares-9.41%2025-12-312026-01-16

Sponsored

MYCG SSGA ACTIVE TR18.7K sharesnew addition2025-12-312026-01-16

QCOM QUALCOMM INC2.7K shares2.66%2025-12-312026-01-16

AMT AMERICAN TOWER CORP NEW2.6K shares-0.42%2025-12-312026-01-16

AMGN AMGEN INC1.3K shares-5.51%2025-12-312026-01-16

RPM RPM INTL INC4.1K shares-4.21%2025-12-312026-01-16

MCD MCDONALDS CORP1.4K shares0.00%2025-12-312026-01-16

XYL XYLEM INC3.0K shares-1.00%2025-12-312026-01-16

GLD SPDR GOLD TR969 shares0.00%2025-12-312026-01-16

Sponsored

ZTS ZOETIS INC3.0K shares2.07%2025-12-312026-01-16

ADP AUTOMATIC DATA PROCESSING IN1.5K shares3.09%2025-12-312026-01-16

KO COCA COLA CO5.3K shares0.02%2025-12-312026-01-16

BDX BECTON DICKINSON & CO1.9K shares0.00%2025-12-312026-01-16

TOST TOAST INC10.4K sharesnew addition2025-12-312026-01-16

DFIP DIMENSIONAL ETF TRUST8.6K shares3.98%2025-12-312026-01-16

WM WASTE MGMT INC DEL1.6K shares0.00%2025-12-312026-01-16

SIVR ABRDN SILVER ETF TRUST5.2K shares-30.55%2025-12-312026-01-16

Sponsored

NEE NEXTERA ENERGY INC4.0K shares-14.16%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares4.81%2025-12-312026-01-16

VNQ VANGUARD INDEX FDS3.4K shares-2.06%2025-12-312026-01-16

INVESCO QQQ TR INVESCO QQQ TR485 shares21.25%2025-12-312026-01-16

TSLA TESLA INC600 shares0.00%2025-12-312026-01-16

TXN TEXAS INSTRS INC1.5K shares-1.28%2025-12-312026-01-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares-14.03%2025-12-312026-01-16

ALPHABET INC ALPHABET INC792 sharesnew addition2025-12-312026-01-16

Sponsored

RGLD ROYAL GOLD INC1.1K shares-20.20%2025-12-312026-01-16

VTI VANGUARD INDEX FDS704 shares11.22%2025-12-312026-01-16

VEEV VEEVA SYS INC1.0K shares0.00%2025-12-312026-01-16

AWK AMERICAN WTR WKS CO INC NEW1.7K shares-21.97%2025-12-312026-01-16

NOW SERVICENOW INC1.4K shares400.00%2025-12-312026-01-16

META META PLATFORMS INC319 shares0.00%2025-12-312026-01-16

UBER UBER TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-01-16

GIS GENERAL MLS INC4.4K shares0.00%2025-12-312026-01-16

Sponsored

CRM SALESFORCE INC767 sharesnew addition2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available