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
IFV
First Trust Dorsey Wright Inte

ETFs
8.99K
+ 19.09%
$19.09 - $20.83 $172K - $187K
56.1K $1.08B
TJX
Tjx Companies Inc

Consumer Cyclical
513
+ 11.04%
$112.15 - $127.2 $57.5K - $65.3K
5.16K $624M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.4K
+ 31.03%
$79.93 - $88.06 $112K - $124K
5.92K $474M
KMI
Kinder Morgan, Inc.

Energy
32
+ 0.25%
$22.59 - $28.54 $723 - $913
12.8K $351M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
882
+ 19.35%
$55.73 - $66.16 $49.2K - $58.4K
5.44K $328M
CASY
Caseys General Stores Inc

Consumer Cyclical
80
+ 5.28%
$366.65 - $427.88 $29.3K - $34.2K
1.6K $632M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
619
+ 3.35%
$84.34 - $95.14 $52.2K - $58.9K
19.1K $1.67B
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
828
+ 7.96%
$90.74 - $103.94 $75.1K - $86.1K
11.2K $1.03B
NFLX
Netflix Inc

Communication Services
2
+ 0.66%
$687.65 - $936.56 $1.38K - $1.87K
307 $274M
Capital Group International
4.1K
+ 20.74%
N/A
23.9K $657M
First Tr Exch Traded Fd Iii
2.86K
+ 16.1%
N/A
20.6K $444M
PWR
Quanta Services, Inc.

Industrials
64
+ 3.94%
$296.05 - $346.6 $18.9K - $22.2K
1.69K $534M
FTA
First Tr Large Cap Value

ETFs
1.73K
+ 5.16%
$75.21 - $83.49 $130K - $145K
35.3K $2.7B
ABT
Abbott Laboratories

Healthcare
378
+ 6.76%
$111.93 - $119.39 $42.3K - $45.1K
5.97K $675M
DLR
Digital Realty Trust, Inc.

Real Estate
28
+ 1.36%
$156.46 - $195.69 $4.38K - $5.48K
2.09K $370M
FYX
First Tr Small Cap Core Alphad

ETFs
298
+ 7.29%
$96.51 - $110.53 $28.8K - $32.9K
4.39K $443M
MPLX
Mplx LP

Energy
31
+ 0.34%
$43.77 - $51.66 $1.36K - $1.6K
9.12K $436M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
114
+ 4.06%
$442.29 - $483.08 $50.4K - $55.1K
2.92K $1.32B
GWW
W.W. Grainger, Inc.

Industrials
23
+ 4.81%
$1023.06 - $1220.93 $23.5K - $28.1K
501 $528M
AJG
Arthur J. Gallagher & Co.

Financial Services
15
+ 0.16%
$278.49 - $315.16 $4.18K - $4.73K
9.36K $2.66B
FXH
First Tr Exchange Trd Fd Healt

ETFs
470
+ 16.86%
$103.53 - $112.72 $48.7K - $53K
3.26K $339M
INTU
Intuit Inc

Technology
22
+ 1.29%
$602.01 - $706.25 $13.2K - $15.5K
1.73K $1.09B
CB
Chubb LTD

Financial Services
250
+ 6.38%
$271.57 - $301.89 $67.9K - $75.5K
4.17K $1.15B
CTAS
Cintas Corp

Industrials
543
+ 16.02%
$182.7 - $226.47 $99.2K - $123K
3.93K $719M
BSX
Boston Scientific Corp

Healthcare
5
+ 0.16%
$83.62 - $91.5 $418 - $458
3.13K $280M
FVD
First Tr Value Line Divid Inde

ETFs
1.09K
+ 6.71%
$43.4 - $46.7 $47.1K - $50.7K
17.3K $754M
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 95.33%
$181.96 - $405.9 $215K - $480K
2.42K $441M
USB
Us Bancorp \De\

Financial Services
11
+ 0.25%
$43.98 - $53.66 $484 - $590
4.47K $214M
RDVY
First Trust Rising Dividend Ac

ETFs
167
+ 1.38%
$58.65 - $64.37 $9.79K - $10.7K
12.2K $723M
TYL
Tyler Technologies Inc

Technology
4
+ 0.73%
$576.64 - $635.69 $2.31K - $2.54K
554 $319M
ACN
Accenture PLC

Technology
33
+ 0.33%
$343.9 - $376.86 $11.3K - $12.4K
10.1K $3.54B
ITW
Illinois Tool Works Inc

Industrials
21
+ 1.48%
$253.56 - $278.5 $5.32K - $5.85K
1.44K $365M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
192
+ 1.26%
$67.38 - $75.88 $12.9K - $14.6K
15.5K $1.05B
SPGI
S&P Global Inc.

Financial Services
16
+ 1.35%
$480.36 - $529.17 $7.69K - $8.47K
1.2K $596M
WSO
Watsco Inc

Industrials
103
+ 2.8%
$466.57 - $568.78 $48.1K - $58.6K
3.78K $1.79B
FTCS
First Trust Capital Strength E

ETFs
538
+ 2.38%
$87.62 - $94.03 $47.1K - $50.6K
23.2K $2.03B
BRO
Brown & Brown, Inc.

Financial Services
45
+ 0.26%
$100.93 - $113.42 $4.54K - $5.1K
17.5K $1.79B
UNP
Union Pacific Corp

Industrials
31
+ 1.74%
$223.15 - $249.32 $6.92K - $7.73K
1.82K $414M
MSFT
Microsoft Corp

Technology
213
+ 1.56%
$406.35 - $454.46 $86.6K - $96.8K
13.8K $5.83B
PSX
Phillips 66

Energy
6
+ 0.33%
$110.35 - $138.93 $662 - $834
1.82K $207M
HD
Home Depot, Inc.

Consumer Cyclical
156
+ 2.76%
$385.02 - $431.37 $60.1K - $67.3K
5.81K $2.26B
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.07%
$130.37 - $146.09 $261 - $292
2.84K $373M
ZTS
Zoetis Inc.

Healthcare
562
+ 13.62%
$162.24 - $194.42 $91.2K - $109K
4.69K $764M
JEPI
J P Morgan Exchange Traded Fd

ETFs
41
+ 0.17%
$57.53 - $60.83 $2.36K - $2.49K
24K $1.38B
ORCL
Oracle Corp

Technology
2
+ 0.02%
$165.41 - $192.43 $331 - $385
12.7K $2.12B
ES
Eversource Energy

Utilities
3
+ 0.07%
$55.9 - $67.73 $168 - $203
4.5K $258M
GD
General Dynamics Corp

Industrials
128
+ 5.76%
$260.28 - $314.03 $33.3K - $40.2K
2.35K $619M
O
Realty Income Corp

Real Estate
296
+ 3.96%
$51.76 - $64.71 $15.3K - $19.2K
7.78K $416M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.12%
$727.2 - $932.06 $727 - $932
836 $645M
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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