Trueblood Wealth Management, LLC Incresed Positions in Q1 2025

Trueblood Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
447
+ 4.78%
$275.89 - $345.24 $123K - $154K
9.81K $3.39B
RSG
Republic Services, Inc.

Industrials
1.41K
+ 15.5%
$200.09 - $242.16 $282K - $341K
10.5K $2.54B
V
Visa Inc.

Financial Services
1.34K
+ 51.38%
$306.92 - $362.71 $412K - $487K
3.96K $1.39B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
25.3K
+ 25.69%
N/A
124K $2.93B
BRO
Brown & Brown, Inc.

Financial Services
1.16K
+ 6.59%
$100.54 - $124.4 $116K - $144K
18.7K $2.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.26K
+ 22.21%
$169.43 - $182.84 $553K - $597K
18K $3.11B
Capital Group International
16.6K
+ 69.53%
N/A
40.5K $1.19B
WMT
Walmart Inc.

Consumer Defensive
6.03K
+ 40.5%
$84.5 - $105.05 $509K - $633K
20.9K $1.84B
CGGO
Capital Group Global Growth Eq

ETFs
18.5K
+ 37.55%
$28.33 - $30.84 $524K - $570K
67.7K $1.92B
CGUS
Capital Group Core Equity ETF
15.6K
+ 55.6%
$33.08 - $36.62 $516K - $572K
43.7K $1.46B
IFV
First Trust Dorsey Wright Inte

ETFs
20K
+ 35.68%
$18.61 - $20.59 $372K - $412K
76.1K $1.52B
SYK
Stryker Corp

Healthcare
882
+ 28.09%
$355.18 - $399.9 $313K - $353K
4.02K $1.5B
CGDV
Capital Group Divid Value ETF

ETFs
10.1K
+ 51.38%
$34.95 - $37.36 $351K - $376K
29.6K $1.06B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.13K
+ 4.39%
$34.58 - $45.97 $39.1K - $52K
26.9K $1.24B
CB
Chubb LTD

Financial Services
821
+ 19.69%
$257.71 - $301.99 $212K - $248K
4.99K $1.51B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.32K
+ 14.41%
$21.95 - $24.74 $204K - $230K
74K $1.79B
CTAS
Cintas Corp

Industrials
1.14K
+ 29.04%
$182.09 - $208.14 $208K - $238K
5.08K $1.04B
CGGR
Capital Group Growth ETF Shs C

ETFs
11.1K
+ 55.31%
$33.98 - $39.84 $376K - $441K
31.1K $1.06B
Linde PLC
305
+ 8.12%
N/A
4.06K $1.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
157
+ 5.38%
$442.66 - $534.52 $69.5K - $83.9K
3.08K $1.64B
CASY
Caseys General Stores Inc

Consumer Cyclical
561
+ 35.17%
$378.71 - $442.54 $212K - $248K
2.16K $936M
TMUS
T Mobile Us, Inc.

Communication Services
541
+ 15.78%
$211.3 - $272.83 $114K - $148K
3.97K $1.06B
IEFA
Ishares Tr

ETFs
2.67K
+ 22.36%
$69.57 - $78.65 $186K - $210K
14.6K $1.11B
FV
First Trust Dorsey Wright Focu

ETFs
5.83K
+ 39.25%
$53.91 - $63.03 $314K - $368K
20.7K $1.14B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.79K
+ 47.01%
$78.97 - $85.82 $220K - $239K
8.71K $722M
APH
Amphenol Corp

Technology
4.31K
+ 48.47%
$61.62 - $78.55 $265K - $338K
13.2K $865M
WELL
Welltower Inc.

Real Estate
1
+ 0.01%
$124.05 - $156.86 $124 - $157
9.05K $1.39B
COST
Costco Wholesale Corp

Consumer Defensive
212
+ 15.31%
$890.62 - $1076.86 $189K - $228K
1.6K $1.51B
WSO
Watsco Inc

Industrials
211
+ 5.58%
$463.86 - $530.75 $97.9K - $112K
3.99K $2.03B
ABBV
Abb Vie Inc.

Healthcare
192
+ 3.14%
$169.2 - $216.66 $32.5K - $41.6K
6.31K $1.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
551
+ 23.59%
$507.05 - $563.67 $279K - $311K
2.89K $1.48B
ADP
Automatic Data Processing Inc

Industrials
477
+ 9.33%
$286.85 - $318.64 $137K - $152K
5.59K $1.71B
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 33.3%
N/A
4.2K $814M
CGXU
Capital Group Intl Focus Equit

ETFs
7.92K
+ 19.29%
$24.48 - $26.59 $194K - $211K
49K $1.2B
IBM
International Business Machines Corp

Technology
355
+ 10.8%
$217.4 - $264.74 $77.2K - $94K
3.64K $906M
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 28.0%
$112.81 - $126.16 $163K - $182K
6.61K $805M
IEMG
Ishares Inc

ETFs
2.82K
+ 18.94%
N/A
17.7K $955M
XOM
Exxon Mobil Corp

Energy
109
+ 0.78%
$105.44 - $118.93 $11.5K - $13K
14K $1.67B
BR
Broadridge Financial Solutions, Inc.

Technology
186
+ 2.72%
$221.46 - $244.83 $41.2K - $45.5K
7.03K $1.7B
BSX
Boston Scientific Corp

Healthcare
1.19K
+ 38.05%
$89.38 - $106.18 $106K - $126K
4.32K $436M
FTA
First Tr Large Cap Value

ETFs
1.89K
+ 5.35%
$74.42 - $80.34 $141K - $152K
37.2K $2.86B
PRN
Invesco Dwa Industrials Moment

ETFs
1.29K
+ 83.72%
$134.74 - $169.56 $173K - $218K
2.82K $389M
META
Meta Platforms, Inc.

Communication Services
276
+ 32.7%
$576.36 - $736.67 $159K - $203K
1.12K $646M
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 1.94%
$279.74 - $321.29 $28.3K - $32.5K
5.3K $1.65B
QCOM
Qualcomm Inc

Technology
964
+ 8.91%
$151.94 - $175.86 $146K - $170K
11.8K $1.81B
VO
Vanguard Mid Cap ETF

ETFs
608
+ 29.16%
$251.87 - $277.95 $153K - $169K
2.69K $696M
MPC
Marathon Petroleum Corp

Energy
755
+ 15.51%
$134.72 - $159.03 $102K - $120K
5.62K $819M
PXI
Invesco Exchange Traded Fd Tr

ETFs
3.23K
+ 59.89%
$40.69 - $48.82 $131K - $158K
8.62K $377M
SNA
Snap On Inc

Industrials
418
+ 11.4%
$324.09 - $358.62 $135K - $150K
4.09K $1.38B
Activity Summary
Buys All Purchases 135 New Holdings 18 Increased Positions 117 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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