Trueblood Wealth Management, LLC Incresed Positions 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
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
WMT
Walmart Inc.

Consumer Defensive
2.18K
+ 17.14%
$79.1 - $95.7 $172K - $208K
14.9K $1.34B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.62K
+ 66.26%
$61.68 - $67.87 $285K - $314K
11.6K $723M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.68K
+ 50.14%
$34.49 - $39.24 $230K - $262K
20K $744M
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
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.83K
+ 10.63%
$35.45 - $40.33 $278K - $316K
81.5K $2.92B
IEFA
Ishares Tr

ETFs
4.25K
+ 55.12%
$70.06 - $77.43 $298K - $329K
12K $841M
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
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
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
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
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email