Trueblood Wealth Management, LLC Reduced Holdings in Q2 2025

Trueblood Wealth Management, LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-1.48K
- 33.58%
$274.35 - $599.47 $407K - $888K
2.93K $914M
CVX
Chevron Corp

Energy
-67
- 0.45%
$133.73 - $168.51 $8.96K - $11.3K
15K $2.14B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-129
- 5.88%
$390.26 - $489.06 $50.3K - $63.1K
2.06K $837M
HD
Home Depot, Inc.

Consumer Cyclical
-619
- 10.47%
$335.24 - $380.78 $208K - $236K
5.29K $1.94B
JNJ
Johnson & Johnson

Healthcare
-366
- 4.48%
$146.36 - $159.82 $53.6K - $58.5K
7.8K $1.19B
ACN
Accenture PLC

Technology
-87
- 0.94%
$279.23 - $323.21 $24.3K - $28.1K
9.19K $2.75B
MRK
Merck & Co., Inc.

Healthcare
-495
- 5.73%
$73.47 - $87.12 $36.4K - $43.1K
8.14K $645M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.04%
$372.27 - $452.69 $372 - $453
2.36K $919M
PEP
Pepsico Inc

Consumer Defensive
-29
- 0.56%
$128.02 - $151.37 $3.71K - $4.39K
5.11K $675M
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.16%
$157.66 - $172.39 $2.05K - $2.24K
8.24K $1.31B
FTGC
First Trust Global Tactical CO

ETFs
-867
- 1.64%
$23.09 - $25.91 $20K - $22.5K
52K $1.28B
EOG
Eog Resources Inc

Energy
-52
- 0.82%
$104.61 - $129.97 $5.44K - $6.76K
6.26K $748M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-243
- 1.45%
$68.13 - $74.77 $16.6K - $18.2K
16.5K $1.2B
ADI
Analog Devices Inc

Technology
-1.64K
- 16.69%
$164.6 - $238.02 $270K - $390K
8.18K $1.95B
APD
Air Products & Chemicals, Inc.

Basic Materials
-56
- 4.34%
$248.61 - $294.96 $13.9K - $16.5K
1.23K $348M
PAYX
Paychex Inc

Industrials
-14
- 0.51%
$137.01 - $159.78 $1.92K - $2.24K
2.74K $398M
PGR
Progressive Corp

Financial Services
-9
- 0.63%
$255.27 - $288.74 $2.3K - $2.6K
1.43K $381M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-308
- 1.37%
$51.14 - $57.0 $15.8K - $17.6K
22.2K $1.26B
SO
Southern CO

Utilities
-217
- 2.25%
$84.91 - $92.56 $18.4K - $20.1K
9.42K $865M
FXG
First Tr Exchange Traded First

ETFs
-27
- 0.31%
$61.21 - $66.04 $1.65K - $1.78K
8.59K $543M
WELL
Welltower Inc.

Real Estate
-72
- 0.8%
$136.49 - $155.22 $9.83K - $11.2K
8.98K $1.38B
TRV
Travelers Companies, Inc.

Financial Services
-17
- 1.11%
$233.83 - $276.34 $3.98K - $4.7K
1.51K $404M
VLO
Valero Energy Corp

Energy
-25
- 1.6%
$104.69 - $141.77 $2.62K - $3.54K
1.54K $207M
SYY
Sysco Corp

Consumer Defensive
-5
- 0.19%
$68.0 - $75.91 $340 - $380
2.66K $202M
GGG
Graco Inc

Industrials
-60
- 1.91%
$74.02 - $87.26 $4.44K - $5.24K
3.08K $265M
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.01%
$217.22 - $246.25 $217 - $246
7.03K $1.71B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-58
- 0.67%
$45.11 - $52.34 $2.62K - $3.04K
8.66K $453M
KEYS
Keysight Technologies, Inc.

Technology
-115
- 5.94%
$127.02 - $165.4 $14.6K - $19K
1.82K $298M
SF
Stifel Financial Corp

Financial Services
-95
- 4.33%
$76.49 - $103.78 $7.27K - $9.86K
2.1K $218M
MA
Mastercard Inc

Financial Services
-1
- 0.08%
$479.92 - $590.74 $480 - $591
1.24K $696M
FEM
First Trust Emerging Markets A

ETFs
-65
- 0.49%
$19.94 - $24.69 $1.3K - $1.6K
13.2K $323M
NDSN
Nordson Corp

Industrials
-2
- 0.11%
$167.51 - $223.5 $335 - $447
1.88K $403M
GD
General Dynamics Corp

Industrials
-12
- 0.7%
$247.68 - $291.66 $2.97K - $3.5K
1.7K $496M
HON
Honeywell International Inc

Industrials
-20
- 1.14%
$182.86 - $232.88 $3.66K - $4.66K
1.74K $405M
STE
Steris PLC

Healthcare
-12
- 0.27%
$208.55 - $252.55 $2.5K - $3.03K
4.46K $1.07B
CAT
Caterpillar Inc

Industrials
-872
- 12.85%
$273.94 - $388.21 $239K - $339K
5.91K $2.3B
GE
General Electric CO

Industrials
-1
- 0.09%
$166.81 - $257.39 $167 - $257
1.17K $300M
MRVL
Marvell Technology, Inc.

Technology
-3
- 0.07%
$49.38 - $79.97 $148 - $240
4.49K $348M
ROK
Rockwell Automation, Inc

Industrials
-29
- 1.91%
$218.97 - $332.17 $6.35K - $9.63K
1.49K $495M
JPM
Jpmorgan Chase & CO

Financial Services
-1.64K
- 3.53%
$210.28 - $289.91 $344K - $475K
44.8K $13B
Activity Summary
Buys All Purchases 181 New Holdings 16 Increased Positions 165 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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