Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $216 Billion
  • Q1 2025

Trueblood Wealth Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 235 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $11.4B, Apple Inc. with a value of $7.89B, Microsoft Corp with a value of $5.35B, Arthur J. Gallagher & Co. with a value of $3.39B, and Invesco S&P 500 Equal Weight E with a value of $3.11B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $203B to 216B.

Trueblood Wealth Management, LLC is based out at Lima, OH

Below you can find more details about Trueblood Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $216 Billion
ETFs: $48.2 Billion
Technology: $37.6 Billion
Financial Services: $35 Billion
Industrials: $23.1 Billion
Healthcare: $16.1 Billion
Energy: $11.9 Billion
Consumer Cyclical: $10.7 Billion
Consumer Defensive: $9.15 Billion
Other: $13.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$691B
$11.4 Billion 5.28% of portfolio
46,431
Q1 2025 Reduced 6.35%
$3.21T
$7.89 Billion 3.66% of portfolio
35,509
Q1 2025 Added 0.55%
$2.73T
$5.35 Billion 2.48% of portfolio
14,260
Q1 2025 Added 3.1%
$69.6B
$3.39 Billion 1.57% of portfolio
9,808
Q1 2025 Added 4.78%
$0
$3.11 Billion 1.44% of portfolio
17,961
Q1 2025 Added 22.21%
-
$2.93 Billion 1.36% of portfolio
-
Q1 2025 Added 25.69%
$0
$2.93 Billion 1.36% of portfolio
87,462
Q1 2025 Added 7.3%
$179B
$2.9 Billion 1.34% of portfolio
9,279
Q1 2025 Reduced 7.74%
$0
$2.86 Billion 1.33% of portfolio
37,233
Q1 2025 Added 5.35%
$21.2B
$2.61 Billion 1.21% of portfolio
17,701
Q1 2025 Added 2.42%
$76.6B
$2.54 Billion 1.18% of portfolio
10,497
Q1 2025 Added 15.5%
$269B
$2.51 Billion 1.17% of portfolio
15,022
Q1 2025 Reduced 2.33%
$33.2B
$2.32 Billion 1.08% of portfolio
18,689
Q1 2025 Added 6.59%
$400B
$2.31 Billion 1.07% of portfolio
4,413
Q1 2025 Added 0.36%
$154B
$2.24 Billion 1.04% of portfolio
6,786
Q1 2025 Added 0.49%
$363B
$2.17 Billion 1.0% of portfolio
5,911
Q1 2025 Added 1.74%
$16.7B
$2.03 Billion 0.94% of portfolio
3,994
Q1 2025 Added 5.58%
$91.8B
$1.98 Billion 0.92% of portfolio
9,823
Q1 2025 Added 8.91%
$343B
$1.91 Billion 0.89% of portfolio
13,649
Q1 2025 Added 7.51%
$0
$1.92 Billion 0.89% of portfolio
67,733
Q1 2025 Added 37.55%
Linde PLC
-
$1.89 Billion 0.88% of portfolio
-
Q1 2025 Added 8.12%
$0
$1.89 Billion 0.88% of portfolio
21,093
Q1 2025 Reduced 8.94%
$257B
$1.84 Billion 0.85% of portfolio
20,905
Q1 2025 Added 40.5%
$156B
$1.81 Billion 0.84% of portfolio
11,781
Q1 2025 Added 8.91%
$0
$1.79 Billion 0.83% of portfolio
73,977
Q1 2025 Added 14.41%
$1.76T
$1.72 Billion 0.8% of portfolio
9,059
Q1 2025 Added 13.48%
$36.3B
$1.7 Billion 0.79% of portfolio
7,030
Q1 2025 Added 2.72%
$122B
$1.71 Billion 0.79% of portfolio
5,587
Q1 2025 Added 9.33%
$451B
$1.67 Billion 0.77% of portfolio
14,009
Q1 2025 Added 0.78%
$235B
$1.65 Billion 0.77% of portfolio
5,297
Q1 2025 Added 1.94%
$685B
$1.64 Billion 0.76% of portfolio
3,077
Q1 2025 Added 5.38%
$5.58B
$1.61 Billion 0.75% of portfolio
29,175
Q1 2025 Added 1.8%
$0
$1.52 Billion 0.71% of portfolio
76,110
Q1 2025 Added 35.68%
$433B
$1.51 Billion 0.7% of portfolio
1,597
Q1 2025 Added 15.31%
$121B
$1.51 Billion 0.7% of portfolio
4,991
Q1 2025 Added 19.69%
$0
$1.48 Billion 0.69% of portfolio
2,887
Q1 2025 Added 23.59%
$132B
$1.5 Billion 0.69% of portfolio
4,022
Q1 2025 Added 28.09%
$49.7B
$1.49 Billion 0.69% of portfolio
23,475
Q1 2025 Added 8.06%
$0
$1.46 Billion 0.68% of portfolio
18,645
Q1 2025 Reduced 2.36%
$0
$1.46 Billion 0.68% of portfolio
43,692
Q1 2025 Added 55.6%
$398B
$1.41 Billion 0.65% of portfolio
8,251
Q1 2025 Added 4.68%
$542B
$1.39 Billion 0.64% of portfolio
3,957
Q1 2025 Added 51.38%
$68.2B
$1.39 Billion 0.64% of portfolio
9,049
Q1 2025 Added 0.01%
$16B
$1.38 Billion 0.64% of portfolio
4,085
Q1 2025 Added 11.4%
$412B
$1.35 Billion 0.63% of portfolio
8,167
Q1 2025 Reduced 2.52%
$0
$1.35 Billion 0.63% of portfolio
52,852
Q1 2025 Reduced 3.97%
$37.6B
$1.35 Billion 0.63% of portfolio
13,648
Q1 2025 Reduced 6.92%
$307B
$1.32 Billion 0.61% of portfolio
6,306
Q1 2025 Added 3.14%
Capital Group Dividend Growe
-
$1.3 Billion 0.6% of portfolio
-
Q1 2025 Added 50.48%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $216 Billion
  • Prior Value $203 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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