Trueblood Wealth Management, LLC Incresed Positions in Q4 2025

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
2.79K
+ 40.78%
$211.96 - $244.38 $592K - $683K
9.64K $2.2B
NVDA
Nvidia Corp

Technology
3.21K
+ 16.22%
$179.83 - $207.04 $577K - $665K
23K $4.29B
FTQI
First Trust ETF Vi First Trust

ETFs
28.2K
+ 194.27%
$20.45 - $21.07 $576K - $593K
42.7K $888M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20.3K
+ 14.26%
N/A
163K $4.27B
EMR
Emerson Electric CO

Industrials
3.64K
+ 159.79%
$126.01 - $140.03 $459K - $510K
5.92K $785M
GOOGL
Alphabet Inc.

Communication Services
65
+ 1.1%
$236.57 - $291.31 $15.4K - $18.9K
5.95K $1.86B
CGGO
Capital Group Global Growth Eq

ETFs
10.8K
+ 14.01%
$33.63 - $35.51 $365K - $385K
88.2K $3.06B
CGGR
Capital Group Growth ETF Shs C

ETFs
7.68K
+ 21.82%
$43.04 - $45.68 $331K - $351K
42.9K $1.91B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
7.51K
+ 8.68%
$28.1 - $30.05 $211K - $226K
94K $2.84B
First Tr Exch Traded Fd Iii
16.5K
+ 53.06%
N/A
47.7K $1.02B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.56K
+ 7.39%
$185.12 - $192.11 $288K - $299K
22.6K $4.33B
CMI
Cummins Inc

Industrials
164
+ 6.39%
$407.98 - $484.34 $66.9K - $79.4K
2.73K $1.39B
Capital Group Dividend Growe
7.3K
+ 14.78%
N/A
56.7K $2.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
356
+ 9.65%
$600.51 - $631.95 $214K - $225K
4.04K $2.54B
LLY
Eli Lilly & CO

Healthcare
1
+ 0.12%
$799.57 - $1025.28 $800 - $1.03K
837 $899M
APH
Amphenol Corp

Technology
644
+ 4.61%
$121.7 - $143.85 $78.4K - $92.6K
14.6K $1.97B
WMT
Walmart Inc.

Consumer Defensive
409
+ 1.84%
$101.18 - $109.03 $41.4K - $44.6K
22.6K $2.52B
FTA
First Tr Large Cap Value

ETFs
1.28K
+ 3.22%
$81.12 - $84.51 $103K - $108K
40.9K $3.52B
MS
Morgan Stanley

Financial Services
809
+ 21.54%
$151.86 - $169.92 $123K - $137K
4.57K $810M
CGDV
Capital Group Divid Value ETF

ETFs
3.59K
+ 10.38%
$41.33 - $43.47 $148K - $156K
38.1K $1.66B
IEFA
Ishares Tr

ETFs
1.95K
+ 11.32%
$86.09 - $89.88 $168K - $175K
19.2K $1.72B
GS
Goldman Sachs Group Inc

Financial Services
22
+ 0.95%
$744.6 - $838.97 $16.4K - $18.5K
2.34K $2.05B
ISRG
Intuitive Surgical Inc

Healthcare
75
+ 5.86%
$429.59 - $576.2 $32.2K - $43.2K
1.35K $767M
AXP
American Express CO

Financial Services
104
+ 2.55%
$316.26 - $372.77 $32.9K - $38.8K
4.18K $1.55B
Capital Group International
3.87K
+ 8.2%
N/A
51.1K $1.78B
V
Visa Inc.

Financial Services
373
+ 7.35%
$325.75 - $352.42 $122K - $131K
5.45K $1.91B
CB
Chubb LTD

Financial Services
48
+ 0.89%
$268.2 - $296.22 $12.9K - $14.2K
5.45K $1.7B
AMZN
Amazon Com Inc

Consumer Cyclical
195
+ 2.09%
$213.04 - $254.0 $41.5K - $49.5K
9.55K $2.2B
IFV
First Trust Dorsey Wright Inte

ETFs
4.77K
+ 5.5%
$24.01 - $24.74 $114K - $118K
91.4K $2.27B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.13%
$524.58 - $588.02 $1.05K - $1.18K
1.52K $882M
CGXU
Capital Group Intl Focus Equit

ETFs
4.79K
+ 8.94%
$29.32 - $31.03 $140K - $149K
58.4K $1.72B
IEMG
Ishares Inc

ETFs
1.58K
+ 8.02%
N/A
21.3K $1.43B
DHR
Danaher Corp

Healthcare
126
+ 3.89%
$202.46 - $223.01 $25.5K - $28.1K
3.37K $771M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.67K
+ 10.57%
$63.25 - $66.24 $106K - $111K
17.5K $1.16B
TJX
Tjx Companies Inc

Consumer Cyclical
328
+ 4.25%
$138.56 - $147.63 $45.4K - $48.4K
8.05K $1.24B
FV
First Trust Dorsey Wright Focu

ETFs
1.41K
+ 5.99%
$60.63 - $62.78 $85.2K - $88.3K
24.9K $1.57B
IBM
International Business Machines Corp

Technology
142
+ 3.29%
$275.97 - $314.98 $39.2K - $44.7K
4.46K $1.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 6.14%
$475.68 - $513.11 $95.1K - $103K
3.46K $1.74B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
823
+ 7.81%
$88.45 - $91.41 $72.8K - $75.2K
11.4K $1.04B
CINF
Cincinnati Financial Corp

Financial Services
3
+ 0.02%
$151.39 - $166.89 $454 - $501
17.7K $2.89B
Perspective Therapeutics Inc
50K
+ 72.4%
N/A
119K $327M
PH
Parker Hannifin Corp

Industrials
1
+ 0.14%
$716.66 - $857.93 $717 - $858
723 $636M
C
Citigroup Inc

Financial Services
29
+ 0.56%
$93.93 - $102.87 $2.72K - $2.98K
5.22K $609M
GRAB
Grab Holdings LTD

Technology
20.4K
+ 102.15%
$5.41 - $6.39 $111K - $131K
40.4K $202M
VIG
Vanguard Dividend Appreciation

ETFs
275
+ 5.92%
N/A
4.92K $1.08B
SNA
Snap On Inc

Industrials
245
+ 5.44%
$327.33 - $349.13 $80.2K - $85.5K
4.75K $1.64B
KLAC
Kla Corp

Technology
1
+ 0.19%
$982.75 - $1235.28 $983 - $1.24K
532 $647M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.19K
+ 1.27%
$36.47 - $38.19 $43.2K - $45.3K
94.2K $3.61B
GWW
W.W. Grainger, Inc.

Industrials
38
+ 6.44%
$926.21 - $979.0 $35.2K - $37.2K
628 $634M
Activity Summary
Buys All Purchases 151 New Holdings 12 Increased Positions 139 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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