Trueblood Wealth Management, LLC Reduced Holdings in Q4 2024

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-4.85K
- 35.94%
$96.31 - $114.76 $467K - $556K
8.64K $860M
JNJ
Johnson & Johnson

Healthcare
-2.23K
- 21.01%
$143.34 - $165.86 $319K - $370K
8.38K $1.21B
ELV
Elevance Health, Inc.

Healthcare
-213
- 8.27%
$365.96 - $514.62 $77.9K - $110K
2.36K $872M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.2K
- 18.74%
$288.47 - $316.54 $346K - $379K
5.2K $1.51B
UNH
Unitedhealth Group Inc

Healthcare
-58
- 1.3%
$485.52 - $625.25 $28.2K - $36.3K
4.4K $2.22B
STE
Steris PLC

Healthcare
-303
- 6.28%
$204.34 - $235.7 $61.9K - $71.4K
4.52K $930M
NDSN
Nordson Corp

Industrials
-178
- 4.73%
$208.83 - $264.36 $37.2K - $47.1K
3.59K $751M
VZ
Verizon Communications Inc

Communication Services
-1.98K
- 11.03%
$39.6 - $45.21 $78.4K - $89.5K
16K $639M
ABBV
Abb Vie Inc.

Healthcare
-233
- 3.67%
$164.99 - $203.87 $38.4K - $47.5K
6.11K $1.09B
AMD
Advanced Micro Devices Inc

Technology
-15
- 0.4%
$118.88 - $172.8 $1.78K - $2.59K
3.69K $446M
PEP
Pepsico Inc

Consumer Defensive
-269
- 4.78%
$151.29 - $176.1 $40.7K - $47.4K
5.36K $814M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1
- 0.01%
$59.25 - $72.99 $59.3 - $73
8.83K $527M
CVX
Chevron Corp

Energy
-579
- 3.63%
$141.15 - $162.53 $81.7K - $94.1K
15.4K $2.23B
KO
Coca Cola CO

Consumer Defensive
-80
- 0.67%
$61.74 - $71.71 $4.94K - $5.74K
11.8K $736M
AEP
American Electric Power CO Inc

Utilities
-294
- 4.13%
$90.91 - $102.21 $26.7K - $30K
6.83K $630M
SHW
Sherwin Williams CO

Basic Materials
-13
- 0.61%
$338.75 - $399.71 $4.4K - $5.2K
2.12K $720M
GIS
General Mills Inc

Consumer Defensive
-276
- 3.77%
$62.78 - $74.62 $17.3K - $20.6K
7.04K $449M
KLAC
Kla Corp

Technology
-6
- 1.15%
$614.46 - $829.55 $3.69K - $4.98K
517 $326M
SO
Southern CO

Utilities
-24
- 0.25%
$81.5 - $94.15 $1.96K - $2.26K
9.64K $793M
WEC
Wec Energy Group, Inc.

Utilities
-291
- 2.6%
$92.94 - $101.82 $27K - $29.6K
10.9K $1.03B
CINF
Cincinnati Financial Corp

Financial Services
-1.33K
- 7.17%
$132.86 - $160.16 $177K - $214K
17.3K $2.48B
PG
Procter & Gamble CO

Consumer Defensive
-37
- 0.47%
$161.05 - $179.7 $5.96K - $6.65K
7.88K $1.32B
PIE
Invesco Exchange Traded Fd Tr

ETFs
-416
- 1.4%
$19.22 - $20.71 $8K - $8.62K
29.2K $562M
DUK
Duke Energy Corp

Utilities
-125
- 2.84%
$105.76 - $120.76 $13.2K - $15.1K
4.28K $461M
FEM
First Trust Emerging Markets A

ETFs
-586
- 4.24%
$22.03 - $24.21 $12.9K - $14.2K
13.2K $291M
MKC
Mccormick & CO Inc

Consumer Defensive
-145
- 3.09%
$73.97 - $84.09 $10.7K - $12.2K
4.54K $346M
GGG
Graco Inc

Industrials
-288
- 7.7%
$81.45 - $92.29 $23.5K - $26.6K
3.45K $291M
PGR
Progressive Corp

Financial Services
-60
- 4.43%
$239.6 - $268.88 $14.4K - $16.1K
1.29K $310M
SJM
J M Smucker CO

Consumer Defensive
-33
- 1.38%
$106.92 - $121.75 $3.53K - $4.02K
2.36K $260M
EOG
Eog Resources Inc

Energy
-157
- 2.25%
$118.22 - $136.54 $18.6K - $21.4K
6.82K $836M
WELL
Welltower Inc.

Real Estate
-15
- 0.17%
$123.11 - $139.3 $1.85K - $2.09K
9.05K $1.14B
DE
Deere & CO

Industrials
-56
- 4.19%
$389.45 - $466.0 $21.8K - $26.1K
1.28K $543M
WCN
Waste Connections, Inc.

Industrials
-22
- 1.43%
$171.06 - $193.25 $3.76K - $4.25K
1.52K $260M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-6
- 0.18%
$134.53 - $150.65 $807 - $904
3.29K $445M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-34
- 2.47%
$238.25 - $261.28 $8.1K - $8.88K
1.34K $325M
SF
Stifel Financial Corp

Financial Services
-400
- 15.41%
$93.4 - $117.72 $37.4K - $47.1K
2.2K $233M
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 0.24%
$285.5 - $335.62 $857 - $1.01K
1.26K $365M
PM
Philip Morris International Inc.

Consumer Defensive
-54
- 2.04%
$118.38 - $133.06 $6.39K - $7.19K
2.59K $311M
JKHY
Henry Jack & Associates Inc

Technology
-34
- 2.5%
$171.12 - $186.18 $5.82K - $6.33K
1.33K $233M
SYY
Sysco Corp

Consumer Defensive
-2
- 0.07%
$73.63 - $81.77 $147 - $164
2.68K $205M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-8
- 0.22%
$90.66 - $99.46 $725 - $796
3.62K $329M
T
At&T Inc.

Communication Services
-553
- 4.39%
$21.22 - $23.88 $11.7K - $13.2K
12K $274M
FAST
Fastenal CO

Industrials
-90
- 0.86%
$69.99 - $84.35 $6.3K - $7.59K
10.4K $746M
PH
Parker Hannifin Corp

Industrials
-5
- 0.78%
$621.74 - $709.46 $3.11K - $3.55K
635 $404M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-19
- 0.97%
$102.88 - $117.55 $1.95K - $2.23K
1.95K $210M
BA
Boeing CO

Industrials
-156
- 11.17%
$138.14 - $180.72 $21.5K - $28.2K
1.24K $219M
XEL
Xcel Energy Inc

Utilities
-40
- 0.89%
$62.16 - $72.92 $2.49K - $2.92K
4.47K $301M
FTGC
First Trust Global Tactical CO

ETFs
-211
- 0.38%
$23.23 - $24.25 $4.9K - $5.12K
55K $1.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.32%
$481.22 - $538.17 $962 - $1.08K
632 $323M
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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