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 Market Cap. of $10 Billions to $200 Billions
