Trueblood Wealth Management, LLC Purchases in Q4 2024

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.69K
+ 46.93%
$174.22 - $187.62 $818K - $881K
14.7K $2.58B
AMZN
Amazon Com Inc

Consumer Cyclical
2.17K
+ 37.24%
$180.88 - $232.93 $392K - $505K
7.98K $1.75B
AAPL
Apple Inc.

Technology
79
+ 0.22%
$221.69 - $259.02 $17.5K - $20.5K
35.3K $8.84B
COP
Conocophillips

Energy
6K
+ 237.27%
$95.12 - $114.72 $571K - $689K
8.53K $846M
TSLA
Tesla, Inc.

Consumer Cyclical
1.01K
New
$213.65 - $479.86 $216K - $485K
1.01K $408M
AVGO
Broadcom Inc.

Technology
256
+ 4.6%
$159.67 - $250.0 $40.9K - $64K
5.82K $1.35B
CGUS
Capital Group Core Equity ETF
9.96K
+ 55.0%
$33.96 - $36.24 $338K - $361K
28.1K $982M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
629
+ 36.85%
$521.84 - $558.82 $328K - $351K
2.34K $1.26B
Astera Labs Inc
2.5K
New
N/A
2.5K $331M
WMT
Walmart Inc.

Consumer Defensive
2.18K
+ 17.14%
$79.1 - $95.7 $172K - $208K
14.9K $1.34B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.68K
+ 50.14%
$34.49 - $39.24 $230K - $262K
20K $744M
SNOW
Snowflake Inc.

Technology
1.79K
New
$109.65 - $186.51 $196K - $333K
1.79K $276M
Capital Group Dividend Growe
9.67K
+ 52.77%
N/A
28K $829M
CGGO
Capital Group Global Growth Eq

ETFs
10.1K
+ 25.85%
$29.21 - $30.67 $295K - $310K
49.2K $1.44B
CRM
Salesforce, Inc.

Technology
319
+ 13.43%
$270.87 - $367.87 $86.4K - $117K
2.7K $901M
SNPS
Synopsys Inc

Technology
499
New
$485.36 - $588.0 $242K - $293K
499 $242M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.83K
+ 10.63%
$35.45 - $40.33 $278K - $316K
81.5K $2.92B
PXI
Invesco Exchange Traded Fd Tr

ETFs
5.39K
New
$42.73 - $51.69 $230K - $279K
5.39K $239M
IEFA
Ishares Tr

ETFs
4.25K
+ 55.12%
$70.06 - $77.43 $298K - $329K
12K $841M
PRN
Invesco Dwa Industrials Moment

ETFs
1.54K
New
$151.92 - $177.75 $233K - $273K
1.54K $236M
AXON
Axon Enterprise, Inc.

Industrials
394
New
$399.22 - $689.78 $157K - $272K
394 $234M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.05K
New
$209.89 - $233.24 $221K - $246K
1.05K $224M
VRSK
Verisk Analytics, Inc.

Industrials
792
New
$262.86 - $294.75 $208K - $233K
792 $218M
CME
Cme Group Inc.

Financial Services
884
+ 88.05%
$221.17 - $246.02 $196K - $217K
1.89K $438M
APH
Amphenol Corp

Technology
2.73K
+ 44.34%
$62.07 - $75.35 $169K - $206K
8.88K $617M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
10K
+ 11.36%
N/A
98.3K $2.38B
SNA
Snap On Inc

Industrials
65
+ 1.8%
$285.44 - $371.35 $18.6K - $24.1K
3.67K $1.24B
AXP
American Express CO

Financial Services
333
+ 10.98%
$267.35 - $305.57 $89K - $102K
3.37K $999M
FV
First Trust Dorsey Wright Focu

ETFs
2.73K
+ 22.51%
$57.47 - $62.82 $157K - $172K
14.9K $878M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
729
+ 38.65%
$201.32 - $217.44 $147K - $159K
2.62K $541M
TMUS
T Mobile Us, Inc.

Communication Services
496
+ 16.91%
$206.1 - $246.94 $102K - $122K
3.43K $757M
MSI
Motorola Solutions, Inc.

Technology
276
+ 15.14%
$449.08 - $504.6 $124K - $139K
2.1K $970M
VO
Vanguard Mid Cap ETF

ETFs
566
+ 37.26%
$261.5 - $284.63 $148K - $161K
2.09K $551M
NOW
Service Now, Inc.

Technology
73
+ 17.34%
$867.18 - $1148.42 $63.3K - $83.8K
494 $524M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 42.96%
$113.92 - $127.38 $146K - $164K
4.28K $493M
META
Meta Platforms, Inc.

Communication Services
227
+ 36.79%
$554.08 - $632.68 $126K - $144K
844 $494M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.05%
$161.86 - $196.66 $486 - $590
5.64K $1.07B
CRWD
Crowd Strike Holdings, Inc.

Technology
202
+ 25.86%
$275.15 - $388.2 $55.6K - $78.4K
983 $336M
IBM
International Business Machines Corp

Technology
519
+ 18.75%
$204.9 - $238.04 $106K - $124K
3.29K $722M
TRV
Travelers Companies, Inc.

Financial Services
396
+ 21.91%
$225.97 - $266.66 $89.5K - $106K
2.2K $531M
SYK
Stryker Corp

Healthcare
299
+ 10.52%
$345.14 - $392.15 $103K - $117K
3.14K $1.13B
VIG
Vanguard Dividend Appreciation

ETFs
560
+ 21.65%
N/A
3.15K $616M
GOOG
Alphabet Inc.

Communication Services
13
+ 0.31%
$163.08 - $198.16 $2.12K - $2.58K
4.25K $809M
Seanergy Maritime Hldgs Corp
14K
New
N/A
14K $97.3M
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 4.61%
$873.59 - $994.69 $53.3K - $60.7K
1.39K $1.27B
BR
Broadridge Financial Solutions, Inc.

Technology
88
+ 1.3%
$209.64 - $236.44 $18.4K - $20.8K
6.84K $1.55B
CGDV
Capital Group Divid Value ETF

ETFs
3.17K
+ 19.32%
$35.16 - $37.12 $111K - $118K
19.6K $690M
IEMG
Ishares Inc

ETFs
2.89K
+ 24.06%
N/A
14.9K $777M
RSG
Republic Services, Inc.

Industrials
408
+ 4.7%
$198.0 - $218.75 $80.8K - $89.3K
9.09K $1.83B
Activity Summary
Buys All Purchases 113 New Holdings 10 Increased Positions 103 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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