Trueblood Wealth Management, LLC Incresed Positions in Q1 2025

Trueblood Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
167
+ 33.33%
$953.54 - $1132.42 $159K - $189K
668 $660M
CINF
Cincinnati Financial Corp

Financial Services
419
+ 2.42%
$133.67 - $147.81 $56K - $61.9K
17.7K $2.61B
ABT
Abbott Laboratories

Healthcare
105
+ 1.76%
$111.1 - $140.22 $11.7K - $14.7K
6.07K $805M
SPGI
S&P Global Inc.

Financial Services
188
+ 15.71%
$478.26 - $543.77 $89.9K - $102K
1.39K $704M
INTU
Intuit Inc

Technology
210
+ 12.14%
$555.63 - $630.23 $117K - $132K
1.94K $1.19B
LNTH
Lantheus Holdings, Inc.

Healthcare
151
+ 1.39%
$78.23 - $110.01 $11.8K - $16.6K
11K $1.08B
TSLA
Tesla, Inc.

Consumer Cyclical
944
+ 93.37%
$222.15 - $428.22 $210K - $404K
1.96K $507M
PGR
Progressive Corp

Financial Services
144
+ 11.14%
$235.61 - $291.22 $33.9K - $41.9K
1.44K $407M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
257
+ 24.38%
$208.48 - $244.03 $53.6K - $62.7K
1.31K $320M
RDVY
First Trust Rising Dividend Ac

ETFs
1.73K
+ 14.11%
$57.22 - $63.39 $98.8K - $109K
14K $817M
FISV
Fiserv Inc

Technology
219
+ 8.48%
N/A
2.8K $619M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 0.36%
$461.52 - $548.18 $7.38K - $8.77K
4.41K $2.31B
TSCO
Tractor Supply CO

Consumer Cyclical
515
+ 1.8%
$51.66 - $57.94 $26.6K - $29.8K
29.2K $1.61B
EW
Edwards Lifesciences Corp

Healthcare
1.26K
+ 34.01%
$67.95 - $76.19 $85.3K - $95.7K
4.95K $359M
PG
Procter & Gamble CO

Consumer Defensive
369
+ 4.68%
$158.56 - $176.26 $58.5K - $65K
8.25K $1.41B
CME
Cme Group Inc.

Financial Services
34
+ 1.8%
$225.82 - $266.54 $7.68K - $9.06K
1.92K $510M
T
At&T Inc.

Communication Services
76
+ 0.63%
$21.56 - $28.28 $1.64K - $2.15K
12.1K $343M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
315
+ 2.19%
$58.01 - $64.46 $18.3K - $20.3K
14.7K $915M
ADI
Analog Devices Inc

Technology
804
+ 8.91%
$201.56 - $243.82 $162K - $196K
9.82K $1.98B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
352
+ 13.46%
$196.12 - $229.48 $69K - $80.8K
2.97K $600M
ARCC
Ares Capital Corp

Financial Services
2.28K
+ 12.2%
$21.28 - $23.81 $48.6K - $54.4K
21K $465M
MPLX
Mplx LP

Energy
26
+ 0.29%
$47.88 - $54.65 $1.24K - $1.42K
9.15K $489M
C
Citigroup Inc

Financial Services
678
+ 15.24%
$67.23 - $84.63 $45.6K - $57.4K
5.13K $364M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
899
+ 21.02%
$102.49 - $119.96 $92.1K - $108K
5.18K $541M
AXP
American Express CO

Financial Services
527
+ 15.65%
$255.39 - $325.87 $135K - $172K
3.89K $1.05B
ISRG
Intuitive Surgical Inc

Healthcare
147
+ 12.99%
$476.63 - $610.45 $70.1K - $89.7K
1.28K $633M
O
Realty Income Corp

Real Estate
87
+ 1.12%
$51.67 - $58.49 $4.5K - $5.09K
7.87K $456M
KLAC
Kla Corp

Technology
12
+ 2.32%
$636.62 - $777.63 $7.64K - $9.33K
529 $360M
ES
Eversource Energy

Utilities
66
+ 1.47%
$55.63 - $63.8 $3.67K - $4.21K
4.56K $283M
QQQ
Invesco Qqq Trust, Series 1

ETFs
105
+ 16.61%
$468.34 - $539.52 $49.2K - $56.6K
737 $346M
PSX
Phillips 66

Energy
6
+ 0.33%
$113.93 - $131.55 $684 - $789
1.82K $225M
MS
Morgan Stanley

Financial Services
376
+ 12.21%
$111.68 - $141.08 $42K - $53K
3.46K $403M
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 2.46%
$283.24 - $338.07 $8.78K - $10.5K
1.29K $380M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
16
+ 0.66%
$87.68 - $94.52 $1.4K - $1.51K
2.43K $228M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.95K
+ 7.3%
$32.49 - $37.99 $193K - $226K
87.5K $2.93B
CARR
Carrier Global Corp

Industrials
1.75K
+ 8.06%
$62.07 - $70.55 $109K - $124K
23.5K $1.49B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
263
+ 5.43%
$75.47 - $84.24 $19.8K - $22.2K
5.1K $393M
PH
Parker Hannifin Corp

Industrials
29
+ 4.57%
$591.65 - $707.05 $17.2K - $20.5K
664 $404M
PANW
Palo Alto Networks Inc

Technology
136
+ 5.61%
$167.82 - $208.28 $22.8K - $28.3K
2.56K $437M
First Tr Exch Traded Fd Iii
1.18K
+ 5.73%
N/A
21.8K $436M
JBL
Jabil Inc

Technology
58
+ 2.39%
$130.51 - $173.33 $7.57K - $10.1K
2.49K $339M
KEYS
Keysight Technologies, Inc.

Technology
57
+ 3.03%
$148.16 - $185.11 $8.45K - $10.6K
1.94K $290M
MSI
Motorola Solutions, Inc.

Technology
86
+ 4.1%
$411.73 - $482.1 $35.4K - $41.5K
2.19K $957M
FDX
Fedex Corp

Industrials
45
+ 5.16%
$230.33 - $281.53 $10.4K - $12.7K
917 $224M
IQV
Iqvia Holdings Inc.

Healthcare
1
+ 0.09%
$176.3 - $209.96 $176 - $210
1.14K $200M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.25%
$496.65 - $710.01 $497 - $710
395 $208M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 13.48%
$190.26 - $242.06 $205K - $260K
9.06K $1.72B
EMR
Emerson Electric CO

Industrials
1
+ 0.05%
$108.64 - $131.17 $109 - $131
2.22K $243M
CRM
Salesforce, Inc.

Technology
530
+ 19.67%
$268.36 - $359.95 $142K - $191K
3.23K $866M
Activity Summary
Buys All Purchases 135 New Holdings 18 Increased Positions 117 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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