Trueblood Wealth Management, LLC Incresed Positions in Q3 2024

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
IQV
Iqvia Holdings Inc.

Healthcare
4
+ 0.35%
$206.81 - $251.55 $827 - $1.01K
1.14K $269M
DLR
Digital Realty Trust, Inc.

Real Estate
61
+ 3.05%
$144.47 - $162.98 $8.81K - $9.94K
2.06K $334M
KMI
Kinder Morgan, Inc.

Energy
40
+ 0.31%
$19.72 - $22.22 $789 - $889
12.8K $282M
CASY
Caseys General Stores Inc

Consumer Cyclical
91
+ 6.39%
$354.52 - $391.16 $32.3K - $35.6K
1.52K $569M
ADI
Analog Devices Inc

Technology
27
+ 0.31%
$200.56 - $243.33 $5.42K - $6.57K
8.82K $2.03B
MPLX
Mplx LP

Energy
29
+ 0.32%
$40.44 - $45.07 $1.17K - $1.31K
9.09K $404M
CVS
Cvs Health Corp

Healthcare
1
+ 0.03%
$55.81 - $63.18 $55.8 - $63.2
3.86K $242M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
559
+ 13.98%
$49.83 - $62.75 $27.9K - $35.1K
4.56K $263M
NFLX
Netflix Inc

Communication Services
1
+ 0.33%
$598.55 - $722.26 $599 - $722
305 $216M
AMD
Advanced Micro Devices Inc

Technology
19
+ 0.52%
$128.67 - $183.96 $2.44K - $3.5K
3.71K $608M
FCX
Freeport Mcmoran Inc

Basic Materials
51
+ 1.07%
$39.52 - $51.92 $2.02K - $2.65K
4.84K $241M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
22
+ 0.33%
$147.95 - $191.05 $3.25K - $4.2K
6.66K $1.16B
ELV
Elevance Health, Inc.

Healthcare
106
+ 4.29%
$500.12 - $562.29 $53K - $59.6K
2.58K $1.34B
HON
Honeywell International Inc

Industrials
9
+ 0.37%
$196.73 - $220.21 $1.77K - $1.98K
2.47K $511M
PIE
Invesco Exchange Traded Fd Tr

ETFs
52
+ 0.18%
$18.8 - $21.87 $978 - $1.14K
29.6K $611M
INTU
Intuit Inc

Technology
55
+ 3.33%
$602.97 - $670.49 $33.2K - $36.9K
1.71K $1.06B
BA
Boeing CO

Industrials
2
+ 0.14%
$152.04 - $190.6 $304 - $381
1.4K $212M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.07%
$149.54 - $192.66 $449 - $578
4.24K $708M
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
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