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
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.14%
$91.28 - $97.59 $456 - $488
3.63K $348M
PDP
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.1%
$107.15 - $118.05 $214 - $236
1.91K $226M
AFL
Aflac Inc

Financial Services
17
+ 0.71%
$98.09 - $111.7 $1.67K - $1.9K
2.42K $270M
SHV
Ishares Tr

ETFs
141
+ 7.49%
$110.06 - $110.49 $15.5K - $15.6K
2.02K $224M
CB
Chubb LTD

Financial Services
185
+ 3.54%
$265.99 - $289.59 $49.2K - $53.6K
5.4K $1.53B
IYM
Ishares Tr

ETFs
6
+ 0.42%
$138.95 - $150.69 $834 - $904
1.44K $214M
Invesco Exchange Traded Fd T
53
+ 1.23%
N/A
4.37K $440M
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$550.18 - $598.96 $550 - $599
1.24K $705M
MMM
3 M CO

Industrials
13
+ 0.82%
$144.41 - $160.2 $1.88K - $2.08K
1.59K $247M
WMB
Williams Companies, Inc.

Energy
47
+ 0.78%
$56.52 - $64.01 $2.66K - $3.01K
6.08K $385M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
11
+ 0.21%
$49.05 - $49.99 $540 - $550
5.21K $259M
EW
Edwards Lifesciences Corp

Healthcare
69
+ 1.39%
$73.75 - $81.83 $5.09K - $5.65K
5.03K $391M
DHR
Danaher Corp

Healthcare
4
+ 0.12%
$181.46 - $212.2 $726 - $849
3.24K $643M
SNPS
Synopsys Inc

Technology
19
+ 3.81%
$387.78 - $645.35 $7.37K - $12.3K
518 $256M
FXG
First Tr Exchange Traded First

ETFs
68
+ 0.79%
$61.54 - $65.93 $4.18K - $4.48K
8.65K $542M
MPLX
Mplx LP

Energy
255
+ 2.74%
$49.42 - $52.71 $12.6K - $13.4K
9.55K $477M
JBL
Jabil Inc

Technology
1
+ 0.04%
$202.08 - $234.45 $202 - $234
2.49K $541M
GGG
Graco Inc

Industrials
4
+ 0.13%
$82.58 - $88.81 $330 - $355
3.08K $262M
CSCO
Cisco Systems, Inc.

Technology
16
+ 0.23%
$66.2 - $71.79 $1.06K - $1.15K
7.06K $483M
APD
Air Products & Chemicals, Inc.

Basic Materials
14
+ 1.14%
$265.78 - $299.3 $3.72K - $4.19K
1.25K $340M
TRGP
Targa Resources Corp.

Energy
7
+ 0.51%
$160.52 - $174.4 $1.12K - $1.22K
1.38K $230M
NDAQ
Nasdaq, Inc.

Financial Services
54
+ 0.41%
$86.73 - $96.94 $4.68K - $5.23K
13.2K $1.17B
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 0.21%
$422.75 - $485.53 $423 - $486
477 $206M
GIS
General Mills Inc

Consumer Defensive
13
+ 0.2%
$48.44 - $53.83 $630 - $700
6.64K $335M
KMB
Kimberly Clark Corp

Consumer Defensive
24
+ 0.89%
$121.72 - $136.77 $2.92K - $3.28K
2.72K $338M
ABT
Abbott Laboratories

Healthcare
17
+ 0.25%
$120.51 - $136.62 $2.05K - $2.32K
6.74K $903M
BSX
Boston Scientific Corp

Healthcare
281
+ 6.49%
$97.03 - $108.14 $27.3K - $30.4K
4.61K $450M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.23%
$196.15 - $217.83 $588 - $653
1.32K $265M
TYL
Tyler Technologies Inc

Technology
33
+ 5.38%
$522.22 - $611.76 $17.2K - $20.2K
646 $338M
ARCC
Ares Capital Corp

Financial Services
346
+ 1.63%
$20.41 - $23.25 $7.06K - $8.04K
21.6K $440M
SYK
Stryker Corp

Healthcare
234
+ 5.37%
$368.57 - $403.53 $86.2K - $94.4K
4.59K $1.7B
CTAS
Cintas Corp

Industrials
321
+ 5.93%
$199.29 - $226.27 $64K - $72.6K
5.73K $1.18B
ARES
Ares Management Corp

Financial Services
39
+ 1.45%
$159.89 - $192.76 $6.24K - $7.52K
2.73K $436M
KKR
Kkr & Co. Inc.

Financial Services
10
+ 0.09%
$129.95 - $152.16 $1.3K - $1.52K
11K $1.43B
PG
Procter & Gamble CO

Consumer Defensive
41
+ 0.5%
$150.47 - $161.22 $6.17K - $6.61K
8.28K $1.27B
NFLX
Netflix Inc

Communication Services
2
+ 0.65%
$1147.87 - $1297.18 $2.3K - $2.59K
309 $370M
PM
Philip Morris International Inc.

Consumer Defensive
53
+ 2.0%
$157.77 - $183.27 $8.36K - $9.71K
2.7K $438M
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 3.79%
$915.95 - $994.57 $57.7K - $62.7K
1.73K $1.6B
KO
Coca Cola CO

Consumer Defensive
11
+ 0.09%
$65.67 - $71.67 $722 - $788
11.9K $792M
SPGI
S&P Global Inc.

Financial Services
2
+ 0.14%
$484.94 - $564.15 $970 - $1.13K
1.39K $675M
AJG
Arthur J. Gallagher & Co.

Financial Services
131
+ 1.31%
$284.17 - $319.49 $37.2K - $41.9K
10.1K $3.13B
DE
Deere & CO

Industrials
3
+ 0.23%
$457.26 - $524.37 $1.37K - $1.57K
1.28K $587M
ADP
Automatic Data Processing Inc

Industrials
22
+ 0.38%
$288.69 - $310.94 $6.35K - $6.84K
5.74K $1.68B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
253
+ 4.64%
$38.58 - $58.24 $9.76K - $14.7K
5.7K $224M
RSG
Republic Services, Inc.

Industrials
331
+ 3.07%
$225.33 - $246.01 $74.6K - $81.4K
11.1K $2.55B
INTU
Intuit Inc

Technology
118
+ 5.77%
$646.03 - $807.39 $76.2K - $95.3K
2.16K $1.48B
BRO
Brown & Brown, Inc.

Financial Services
389
+ 2.03%
$90.88 - $108.93 $35.4K - $42.4K
19.6K $1.83B
CARR
Carrier Global Corp

Industrials
649
+ 2.65%
$58.75 - $80.73 $38.1K - $52.4K
25.2K $1.5B
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
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