Trueblood Wealth Management, LLC Purchases in Q3 2025

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GNTY
Guaranty Bancshares Inc

Financial Services
34.1K
New
$42.63 - $52.33 $1.45M - $1.78M
34.1K $1.66B
NTRS
Northern Trust Corp

Financial Services
4.26K
New
$123.6 - $134.6 $526K - $573K
4.26K $573M
FAST
Fastenal CO

Industrials
8.42K
+ 40.14%
$42.47 - $50.39 $358K - $424K
29.4K $1.44B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
12.1K
+ 9.26%
N/A
143K $3.69B
ABBV
Abb Vie Inc.

Healthcare
281
+ 4.28%
$184.85 - $231.54 $51.9K - $65.1K
6.85K $1.59B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23
+ 0.35%
$224.68 - $282.71 $5.17K - $6.5K
6.68K $1.87B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.47K
+ 2.72%
$35.42 - $38.65 $87.4K - $95.3K
93K $3.54B
AVGO
Broadcom Inc.

Technology
3
+ 0.05%
$264.74 - $369.57 $794 - $1.11K
6.11K $2.02B
MSFT
Microsoft Corp

Technology
16
+ 0.11%
$491.09 - $535.64 $7.86K - $8.57K
14.7K $7.59B
FTQI
First Trust ETF Vi First Trust

ETFs
14.5K
New
$19.5 - $20.79 $283K - $301K
14.5K $299M
CMI
Cummins Inc

Industrials
82
+ 3.3%
$327.85 - $426.39 $26.9K - $35K
2.57K $1.08B
SOFI
So Fi Technologies, Inc.

Financial Services
10K
New
$17.64 - $29.81 $176K - $298K
10K $264M
CGGO
Capital Group Global Growth Eq

ETFs
2.7K
+ 3.62%
$31.71 - $34.17 $85.7K - $92.3K
77.4K $2.64B
JNJ
Johnson & Johnson

Healthcare
3
+ 0.04%
$155.17 - $185.42 $466 - $556
7.8K $1.45B
BKR
Baker Hughes CO

Energy
86
+ 0.38%
$38.68 - $50.55 $3.33K - $4.35K
22.8K $1.11B
GS
Goldman Sachs Group Inc

Financial Services
44
+ 1.94%
$696.56 - $806.32 $30.6K - $35.5K
2.31K $1.84B
IFV
First Trust Dorsey Wright Inte

ETFs
4.35K
+ 5.29%
$22.73 - $24.48 $98.9K - $107K
86.6K $2.12B
SLV
I Shares Silver Trust

ETFs
5.51K
New
$32.73 - $42.5 $180K - $234K
5.51K $233M
WMS
Advanced Drainage Systems, Inc.

Industrials
1.66K
New
$110.89 - $148.5 $184K - $247K
1.66K $230M
FTA
First Tr Large Cap Value

ETFs
537
+ 1.37%
$78.13 - $83.78 $42K - $45K
39.6K $3.3B
BA
Boeing CO

Industrials
1K
+ 67.07%
$209.79 - $237.38 $211K - $238K
2.5K $540M
VEEV
Veeva Systems Inc

Healthcare
754
New
$269.2 - $297.91 $203K - $225K
754 $225M
WELL
Welltower Inc.

Real Estate
6
+ 0.07%
$150.71 - $178.14 $904 - $1.07K
8.98K $1.6B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
4.12K
+ 5.0%
$27.49 - $29.67 $113K - $122K
86.5K $2.49B
CGUS
Capital Group Core Equity ETF
2.14K
+ 4.25%
$36.89 - $39.72 $79.1K - $85.1K
52.6K $2.08B
RSP
Invesco S&P 500 Equal Weight E

ETFs
265
+ 1.27%
$181.56 - $190.33 $48.1K - $50.4K
21.1K $4B
GLD
Spdr Gold Trust

ETFs
607
New
$300.96 - $355.47 $183K - $216K
607 $216M
IQV
Iqvia Holdings Inc.

Healthcare
1.12K
New
$157.68 - $200.82 $177K - $226K
1.12K $213M
TJX
Tjx Companies Inc

Consumer Cyclical
405
+ 5.53%
$121.35 - $144.54 $49.1K - $58.5K
7.72K $1.12B
SNA
Snap On Inc

Industrials
168
+ 3.87%
$313.01 - $346.53 $52.6K - $58.2K
4.51K $1.56B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.02K
New
$97.75 - $100.75 $198K - $204K
2.02K $203M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
395
+ 2.12%
$79.39 - $90.39 $31.4K - $35.7K
19.1K $1.69B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
244
+ 10.14%
$103.83 - $179.9 $25.3K - $43.9K
2.65K $474M
First Tr Exch Traded Fd Iii
7.75K
+ 33.04%
N/A
31.2K $674M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49
+ 1.35%
$567.77 - $614.76 $27.8K - $30.1K
3.69K $2.26B
WMT
Walmart Inc.

Consumer Defensive
705
+ 3.28%
$94.4 - $104.27 $66.6K - $73.5K
22.2K $2.29B
WRB
Berkley W R Corp

Financial Services
2.11K
+ 27.96%
$67.78 - $76.62 $143K - $161K
9.63K $738M
IEMG
Ishares Inc

ETFs
1.13K
+ 6.08%
N/A
19.8K $1.3B
CGXU
Capital Group Intl Focus Equit

ETFs
1.62K
+ 3.11%
$26.49 - $29.62 $42.8K - $47.9K
53.6K $1.59B
MPC
Marathon Petroleum Corp

Energy
114
+ 2.0%
$158.59 - $198.69 $18.1K - $22.7K
5.83K $1.12B
CASY
Caseys General Stores Inc

Consumer Cyclical
81
+ 3.51%
$494.52 - $565.32 $40.1K - $45.8K
2.39K $1.35B
CINF
Cincinnati Financial Corp

Financial Services
3
+ 0.02%
$145.8 - $158.1 $437 - $474
17.7K $2.8B
CGDV
Capital Group Divid Value ETF

ETFs
1.85K
+ 5.67%
$39.59 - $42.21 $73.3K - $78.2K
34.5K $1.45B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1
+ 0.01%
$82.22 - $96.68 $82.2 - $96.7
9.21K $890M
IEFA
Ishares Tr

ETFs
856
+ 5.23%
$81.7 - $87.53 $69.9K - $74.9K
17.2K $1.5B
CGGR
Capital Group Growth ETF Shs C

ETFs
534
+ 1.54%
$40.2 - $44.58 $21.5K - $23.8K
35.2K $1.55B
PIE
Invesco Exchange Traded Fd Tr

ETFs
1.27K
+ 4.63%
$20.73 - $24.46 $26.2K - $30.9K
28.6K $697M
GRAB
Grab Holdings LTD

Technology
20K
New
$4.77 - $6.45 $95.4K - $129K
20K $120M
BX
Blackstone Inc.

Financial Services
151
+ 3.59%
$152.77 - $188.68 $23.1K - $28.5K
4.36K $744M
Activity Summary
Buys All Purchases 161 New Holdings 12 Increased Positions 149 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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