Trueblood Wealth Management, LLC Purchases in Q2 2025

Trueblood Wealth Management, LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
377
+ 2.64%
$354.56 - $497.45 $134K - $188K
14.6K $7.28B
ORCL
Oracle Corp

Technology
364
+ 2.67%
$122.82 - $218.63 $44.7K - $79.6K
14K $3.06B
NVDA
Nvidia Corp

Technology
882
+ 4.61%
$94.31 - $157.99 $83.2K - $139K
20K $3.16B
AVGO
Broadcom Inc.

Technology
53
+ 0.88%
$146.29 - $275.65 $7.75K - $14.6K
6.11K $1.68B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.83K
+ 15.78%
$152.93 - $181.74 $433K - $515K
20.8K $3.78B
ET
Energy Transfer LP

Energy
35K
+ 247.03%
$15.65 - $18.93 $548K - $663K
49.2K $892M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
752
+ 26.05%
$456.74 - $568.03 $343K - $427K
3.64K $2.07B
APH
Amphenol Corp

Technology
1.36K
+ 10.28%
$59.09 - $98.75 $80.1K - $134K
14.5K $1.44B
WRB
Berkley W R Corp

Financial Services
7.53K
New
$64.28 - $75.17 $484K - $566K
7.53K $553M
GS
Goldman Sachs Group Inc

Financial Services
299
+ 15.18%
$462.22 - $707.75 $138K - $212K
2.27K $1.61B
CGGO
Capital Group Global Growth Eq

ETFs
6.93K
+ 10.23%
$25.31 - $32.17 $175K - $223K
74.7K $2.39B
INTU
Intuit Inc

Technology
105
+ 5.41%
$544.07 - $787.63 $57.1K - $82.7K
2.05K $1.61B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14
+ 0.21%
$141.37 - $228.57 $1.98K - $3.2K
6.66K $1.51B
CGUS
Capital Group Core Equity ETF
6.74K
+ 15.42%
$29.93 - $36.93 $202K - $249K
50.4K $1.86B
IFV
First Trust Dorsey Wright Inte

ETFs
6.16K
+ 8.1%
$17.98 - $22.92 $111K - $141K
82.3K $1.89B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.6K
+ 11.59%
$30.53 - $40.65 $110K - $146K
34.7K $1.41B
CARR
Carrier Global Corp

Industrials
1.05K
+ 4.47%
$55.55 - $75.83 $58.3K - $79.6K
24.5K $1.79B
DWAC
Digital World Acquisition Corp.

Financial Services
17K
New
N/A
17K $306M
USFR
Wisdomtree Floating Rate Treas

ETFs
6K
New
$50.28 - $50.47 $302K - $303K
6K $302M
AMZN
Amazon Com Inc

Consumer Cyclical
156
+ 1.72%
$167.32 - $223.3 $26.1K - $34.8K
9.22K $2.02B
Capital Group Dividend Growe
5.34K
+ 12.68%
N/A
47.4K $1.6B
Capital Group International
4.49K
+ 11.11%
N/A
45K $1.48B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.92K
+ 5.6%
N/A
130K $3.22B
V
Visa Inc.

Financial Services
767
+ 19.38%
$308.27 - $373.31 $236K - $286K
4.72K $1.68B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.41K
New
$99.37 - $134.05 $239K - $323K
2.41K $273M
CRWD
Crowd Strike Holdings, Inc.

Technology
307
+ 42.7%
$321.63 - $509.31 $98.7K - $156K
1.03K $523M
WMT
Walmart Inc.

Consumer Defensive
614
+ 2.94%
$81.79 - $99.98 $50.2K - $61.4K
21.5K $2.1B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.12K
+ 3.56%
$29.52 - $35.31 $92K - $110K
90.6K $3.2B
UBER
Uber Technologies, Inc

Technology
2.84K
New
$64.62 - $93.3 $184K - $265K
2.84K $265M
IEFA
Ishares Tr

ETFs
1.73K
+ 11.84%
$67.83 - $84.09 $118K - $146K
16.4K $1.37B
SHW
Sherwin Williams CO

Basic Materials
750
+ 35.55%
$313.51 - $363.51 $235K - $273K
2.86K $982M
CASY
Caseys General Stores Inc

Consumer Cyclical
154
+ 7.14%
$415.82 - $510.91 $64K - $78.7K
2.31K $1.18B
CGDV
Capital Group Divid Value ETF

ETFs
3.07K
+ 10.35%
$31.93 - $39.49 $97.9K - $121K
32.7K $1.29B
AXP
American Express CO

Financial Services
117
+ 3.0%
$231.39 - $318.98 $27.1K - $37.3K
4.01K $1.28B
IBM
International Business Machines Corp

Technology
204
+ 5.6%
$221.03 - $294.78 $45.1K - $60.1K
3.85K $1.13B
SYK
Stryker Corp

Healthcare
336
+ 8.35%
$337.37 - $395.63 $113K - $133K
4.36K $1.72B
Astera Labs Inc
2.5K
New
N/A
2.5K $226M
FTA
First Tr Large Cap Value

ETFs
1.86K
+ 4.99%
$67.12 - $78.63 $125K - $146K
39.1K $3.07B
VO
Vanguard Mid Cap ETF

ETFs
568
+ 21.09%
$228.54 - $279.83 $130K - $159K
3.26K $913M
FV
First Trust Dorsey Wright Focu

ETFs
2.07K
+ 10.0%
$48.43 - $59.26 $100K - $123K
22.8K $1.35B
TDIV
First Trust Nasdaq Technology

ETFs
2.36K
New
$64.41 - $90.17 $152K - $213K
2.36K $213M
CGXU
Capital Group Intl Focus Equit

ETFs
2.95K
+ 6.03%
$21.44 - $27.35 $63.3K - $80.8K
51.9K $1.41B
SPYG
Spdr Portfolio

ETFs
2.2K
New
$71.83 - $95.32 $158K - $210K
2.2K $210M
SHV
Ishares Tr

ETFs
1.88K
New
$110.06 - $110.46 $207K - $208K
1.88K $208M
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.91K
New
$89.44 - $108.59 $171K - $207K
1.91K $207M
META
Meta Platforms, Inc.

Communication Services
34
+ 3.04%
$484.66 - $738.09 $16.5K - $25.1K
1.15K $852M
FTCS
First Trust Capital Strength E

ETFs
1.96K
+ 9.3%
$81.6 - $92.39 $160K - $181K
23.1K $2.1B
JBL
Jabil Inc

Technology
1
+ 0.04%
$116.88 - $218.1 $117 - $218
2.49K $543M
TXN
Texas Instruments Inc

Technology
980
New
N/A
980 $203M
Activity Summary
Buys All Purchases 181 New Holdings 16 Increased Positions 165 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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