Trueblood Wealth Management, LLC Purchases in Q3 2024

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
100
+ 3.75%
$175.1 - $223.38 $17.5K - $22.3K
2.77K $612M
PH
Parker Hannifin Corp

Industrials
133
+ 26.23%
$501.01 - $635.92 $66.6K - $84.6K
640 $404M
OKE
Oneok Inc

Energy
17
+ 0.11%
$78.62 - $95.27 $1.34K - $1.62K
14.9K $1.35B
First Tr Exch Traded Fd Iii
5.77K
+ 48.15%
N/A
17.8K $392M
CB
Chubb LTD

Financial Services
13
+ 0.33%
$252.51 - $292.2 $3.28K - $3.8K
3.92K $1.13B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.35K
+ 38.47%
$71.9 - $79.86 $96.7K - $107K
4.84K $385M
SYK
Stryker Corp

Healthcare
200
+ 7.57%
$315.94 - $371.96 $63.2K - $74.4K
2.84K $1.03B
FVD
First Tr Value Line Divid Inde

ETFs
1.16K
+ 7.71%
$40.45 - $45.49 $46.9K - $52.7K
16.2K $736M
WSO
Watsco Inc

Industrials
38
+ 1.04%
$448.73 - $519.89 $17.1K - $19.8K
3.68K $1.81B
CGGO
Capital Group Global Growth Eq

ETFs
3.11K
+ 8.63%
$27.25 - $30.52 $84.7K - $94.9K
39.1K $1.18B
SNA
Snap On Inc

Industrials
25
+ 0.7%
$255.35 - $289.77 $6.38K - $7.24K
3.6K $1.04B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
729
+ 5.33%
$58.03 - $65.37 $42.3K - $47.7K
14.4K $933M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.5K
+ 23.1%
$30.71 - $34.79 $76.8K - $87K
13.3K $464M
FYX
First Tr Small Cap Core Alphad

ETFs
760
+ 22.82%
$89.32 - $100.62 $67.9K - $76.5K
4.09K $407M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
284
+ 2.81%
$82.69 - $94.63 $23.5K - $26.9K
10.4K $966M
AVGO
Broadcom Inc.

Technology
5.03K
+ 939.63%
$136.27 - $1745.86 $685K - $8.78M
5.56K $959M
RSG
Republic Services, Inc.

Industrials
197
+ 2.32%
$189.34 - $208.21 $37.3K - $41K
8.68K $1.74B
O
Realty Income Corp

Real Estate
251
+ 3.47%
$52.36 - $63.42 $13.1K - $15.9K
7.48K $475M
ETN
Eaton Corp PLC

Industrials
199
+ 15.02%
$272.52 - $333.02 $54.2K - $66.3K
1.52K $505M
GWW
W.W. Grainger, Inc.

Industrials
20
+ 4.37%
$896.19 - $1044.18 $17.9K - $20.9K
478 $497M
ABT
Abbott Laboratories

Healthcare
232
+ 4.33%
$100.07 - $118.13 $23.2K - $27.4K
5.59K $637M
SOFI
So Fi Technologies, Inc.

Financial Services
6.72K
+ 30.41%
$6.32 - $8.19 $42.5K - $55K
28.8K $227M
FTGC
First Trust Global Tactical CO

ETFs
3.85K
+ 7.49%
$22.3 - $24.39 $85.8K - $93.9K
55.3K $1.31B
FISV
Fiserv Inc

Technology
5
+ 0.19%
N/A
2.58K $464M
TJX
Tjx Companies Inc

Consumer Cyclical
407
+ 9.6%
$107.93 - $120.23 $43.9K - $48.9K
4.65K $546M
JEPI
J P Morgan Exchange Traded Fd

ETFs
165
+ 0.69%
$54.98 - $59.51 $9.07K - $9.82K
24K $1.43B
ISRG
Intuitive Surgical Inc

Healthcare
53
+ 4.91%
$416.14 - $494.01 $22.1K - $26.2K
1.13K $556M
FV
First Trust Dorsey Wright Focu

ETFs
1.11K
+ 10.02%
$51.35 - $59.82 $56.7K - $66.1K
12.1K $707M
MDLZ
Mondelez International, Inc.

Consumer Defensive
14
+ 0.16%
$64.35 - $75.71 $901 - $1.06K
8.83K $651M
IFV
First Trust Dorsey Wright Inte

ETFs
316
+ 0.68%
$19.04 - $21.37 $6.02K - $6.75K
47.1K $991M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
470
+ 11.6%
$80.13 - $88.89 $37.7K - $41.8K
4.52K $399M
TRV
Travelers Companies, Inc.

Financial Services
41
+ 2.32%
$201.87 - $242.35 $8.28K - $9.94K
1.81K $423M
VIG
Vanguard Dividend Appreciation

ETFs
86
+ 3.44%
$182.15 - $182.15 $15.7K - $15.7K
2.59K $512M
PIZ
Invesco Exchange Traded Fd Tr
30
+ 0.12%
N/A
25.1K $951M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.27%
$101.25 - $127.45 $709 - $892
2.64K $321M
META
Meta Platforms, Inc.

Communication Services
20
+ 3.35%
$453.41 - $572.44 $9.07K - $11.4K
617 $353M
CRM
Salesforce, Inc.

Technology
49
+ 2.11%
$238.42 - $276.53 $11.7K - $13.5K
2.38K $650M
BSX
Boston Scientific Corp

Healthcare
393
+ 14.39%
$72.96 - $84.0 $28.7K - $33K
3.13K $262M
ES
Eversource Energy

Utilities
2
+ 0.04%
$56.52 - $68.38 $113 - $137
4.49K $306M
NOW
Service Now, Inc.

Technology
7
+ 1.69%
$730.87 - $937.36 $5.12K - $6.56K
421 $377M
FEM
First Trust Emerging Markets A

ETFs
2.1K
+ 17.92%
$22.14 - $24.52 $46.5K - $51.5K
13.8K $331M
TYL
Tyler Technologies Inc

Technology
3
+ 0.55%
$499.52 - $595.46 $1.5K - $1.79K
550 $321M
UNP
Union Pacific Corp

Industrials
37
+ 2.12%
$221.78 - $256.09 $8.21K - $9.48K
1.78K $440M
APH
Amphenol Corp

Technology
829
+ 15.57%
$58.39 - $70.41 $48.4K - $58.4K
6.16K $401M
T
At&T Inc.

Communication Services
17
+ 0.14%
$18.21 - $22.28 $310 - $379
12.6K $277M
GD
General Dynamics Corp

Industrials
34
+ 1.55%
$279.51 - $308.09 $9.5K - $10.5K
2.22K $672M
V
Visa Inc.

Financial Services
5
+ 0.19%
$253.74 - $291.56 $1.27K - $1.46K
2.63K $723M
PEP
Pepsico Inc

Consumer Defensive
31
+ 0.55%
$161.9 - $179.3 $5.02K - $5.56K
5.63K $957M
SJM
J M Smucker CO

Consumer Defensive
33
+ 1.4%
$109.12 - $122.4 $3.6K - $4.04K
2.4K $290M
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Trueblood Wealth Management, LLC Portfolio

Follow Trueblood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trueblood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trueblood Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email