Trueblood Wealth Management, LLC Incresed Positions in Q3 2025

Trueblood Wealth Management, LLC

  • $256 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
546
+ 21.29%
$80.93 - $93.55 $44.2K - $51.1K
3.11K $290M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
407
+ 2.64%
$62.09 - $66.51 $25.3K - $27.1K
15.8K $1.03B
AXP
American Express CO

Financial Services
65
+ 1.62%
$294.27 - $342.31 $19.1K - $22.3K
4.08K $1.35B
AEP
American Electric Power CO Inc

Utilities
116
+ 1.72%
$103.26 - $115.0 $12K - $13.3K
6.85K $770M
Linde PLC
98
+ 2.28%
N/A
4.4K $2.09B
MS
Morgan Stanley

Financial Services
24
+ 0.64%
$139.09 - $161.16 $3.34K - $3.87K
3.76K $597M
VIG
Vanguard Dividend Appreciation

ETFs
92
+ 2.02%
N/A
4.65K $1B
PXI
Invesco Exchange Traded Fd Tr

ETFs
575
+ 5.89%
$41.04 - $47.93 $23.6K - $27.6K
10.3K $485M
NOW
Service Now, Inc.

Technology
137
+ 23.5%
$850.86 - $1044.69 $117K - $143K
720 $663M
PRN
Invesco Dwa Industrials Moment

ETFs
85
+ 2.78%
$154.53 - $172.77 $13.1K - $14.7K
3.14K $542M
VLO
Valero Energy Corp

Energy
38
+ 2.47%
$131.77 - $175.63 $5.01K - $6.67K
1.58K $268M
MNST
Monster Beverage Corp

Consumer Defensive
639
+ 18.23%
$58.65 - $67.31 $37.5K - $43K
4.15K $279M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
24
+ 0.75%
$236.25 - $257.69 $5.67K - $6.18K
3.23K $829M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.09%
$459.11 - $506.91 $1.38K - $1.52K
3.26K $1.64B
V
Visa Inc.

Financial Services
349
+ 7.39%
$332.09 - $358.86 $116K - $125K
5.07K $1.73B
PYZ
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.15%
$94.15 - $106.88 $565 - $641
4.14K $438M
FYX
First Tr Small Cap Core Alphad

ETFs
8
+ 0.18%
$96.35 - $111.0 $771 - $888
4.4K $479M
FXU
First Tr Exchange Traded Fd Ut

ETFs
86
+ 0.59%
$41.97 - $45.5 $3.61K - $3.91K
14.8K $672M
FXH
First Tr Exchange Trd Fd Healt

ETFs
257
+ 7.88%
$98.56 - $110.68 $25.3K - $28.4K
3.52K $386M
UBER
Uber Technologies, Inc

Technology
351
+ 12.36%
$86.91 - $99.57 $30.5K - $34.9K
3.19K $313M
FEM
First Trust Emerging Markets A

ETFs
496
+ 3.77%
$24.52 - $27.41 $12.2K - $13.6K
13.7K $370M
PH
Parker Hannifin Corp

Industrials
2
+ 0.28%
$697.13 - $769.67 $1.39K - $1.54K
722 $547M
ETN
Eaton Corp PLC

Industrials
15
+ 0.77%
$342.99 - $392.76 $5.14K - $5.89K
1.97K $736M
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.21%
$214.92 - $244.84 $645 - $735
1.42K $343M
PIZ
Invesco Exchange Traded Fd Tr
24
+ 0.12%
N/A
20.2K $963M
USB
Us Bancorp \De\

Financial Services
400
+ 8.91%
$43.94 - $50.41 $17.6K - $20.2K
4.89K $236M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
423
+ 4.18%
$86.07 - $90.74 $36.4K - $38.4K
10.5K $943M
AMZN
Amazon Com Inc

Consumer Cyclical
136
+ 1.48%
$211.65 - $238.24 $28.8K - $32.4K
9.35K $2.05B
PSX
Phillips 66

Energy
6
+ 0.33%
$118.37 - $139.46 $710 - $837
1.84K $250M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
100
+ 0.65%
$63.98 - $69.04 $6.4K - $6.9K
15.6K $1.04B
BAC
Bank Of America Corp

Financial Services
167
+ 3.24%
$44.92 - $52.42 $7.5K - $8.75K
5.33K $275M
FVD
First Tr Value Line Divid Inde

ETFs
82
+ 0.47%
$44.73 - $46.86 $3.67K - $3.84K
17.4K $806M
MRVL
Marvell Technology, Inc.

Technology
2
+ 0.04%
$62.31 - $84.07 $125 - $168
4.5K $378M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7
+ 0.21%
$131.47 - $143.64 $920 - $1.01K
3.3K $467M
SO
Southern CO

Utilities
6
+ 0.06%
$90.83 - $96.0 $545 - $576
9.42K $893M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28
+ 0.32%
$52.12 - $55.33 $1.46K - $1.55K
8.69K $481M
NKE
Nike, Inc.

Consumer Cyclical
468
+ 10.87%
$69.24 - $79.24 $32.4K - $37.1K
4.77K $333M
DUK
Duke Energy Corp

Utilities
4
+ 0.09%
$116.31 - $125.93 $465 - $504
4.22K $522M
PFI
Invesco Exchange Traded Fd Tr

ETFs
272
+ 4.06%
$54.8 - $58.55 $14.9K - $15.9K
6.98K $404M
FNF
Fidelity National Financial, Inc.

Financial Services
113
+ 2.98%
$51.22 - $61.07 $5.79K - $6.9K
3.91K $237M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
24
+ 0.47%
$78.88 - $85.2 $1.89K - $2.04K
5.16K $430M
MDT
Medtronic PLC

Healthcare
16
+ 0.66%
$87.67 - $95.74 $1.4K - $1.53K
2.42K $231M
SHW
Sherwin Williams CO

Basic Materials
35
+ 1.22%
$330.88 - $375.23 $11.6K - $13.1K
2.9K $1B
SPYG
Spdr Portfolio

ETFs
2
+ 0.09%
$94.33 - $105.31 $189 - $211
2.2K $230M
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 0.13%
$89.27 - $100.33 $268 - $301
2.37K $233M
CME
Cme Group Inc.

Financial Services
111
+ 5.76%
$258.83 - $287.1 $28.7K - $31.9K
2.04K $551M
FNX
First Tr Mid Cap Core Alphadex

ETFs
3
+ 0.17%
$115.08 - $126.88 $345 - $381
1.76K $221M
FXR
First Trust Industrials/Produc

ETFs
8
+ 0.17%
$75.64 - $80.06 $605 - $640
4.69K $366M
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.2%
$250.62 - $279.43 $752 - $838
1.51K $423M
Activity Summary
Buys All Purchases 161 New Holdings 12 Increased Positions 149 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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