Trueblood Wealth Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Billion distributed in 225 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $11.9B, Apple Inc. with a value of $8.84B, Microsoft Corp with a value of $5.83B, Accenture PLC with a value of $3.54B, and First Tr ETF Vi Smid Cap Risin with a value of $2.92B.
Examining the 13F form we can see an increase of $3.72B in the current position value, from $199B to 203B.
Trueblood Wealth Management, LLC is based out at Lima, OH
Below you can find more details about Trueblood Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Billion
ETFs: $43.3 Billion
Technology: $40.6 Billion
Financial Services: $33.2 Billion
Industrials: $21.5 Billion
Healthcare: $14.7 Billion
Energy: $11.4 Billion
Consumer Cyclical: $9.54 Billion
Consumer Defensive: $7.96 Billion
Other: $12.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
