Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $203 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48.9B
$243 Million 0.12% of portfolio
1,362
Q3 2024 New
$67.3B
$248 Million 0.12% of portfolio
2,402
Q1 2024 New
$80.5B
$242 Million 0.12% of portfolio
499
Q4 2024 New
$42.2B
$234 Million 0.12% of portfolio
394
Q4 2024 New
$71.6B
$245 Million 0.12% of portfolio
872
Q4 2023 New
$43.7B
$218 Million 0.11% of portfolio
792
Q4 2024 New
$12.1B
$233 Million 0.11% of portfolio
2,195
Q4 2024 Reduced 15.41%
$107B
$224 Million 0.11% of portfolio
1,054
Q4 2024 New
$71.9B
$214 Million 0.11% of portfolio
4,467
Q4 2024 Added 0.25%
$12.6B
$233 Million 0.11% of portfolio
1,327
Q4 2024 Reduced 2.5%
$102B
$219 Million 0.11% of portfolio
1,240
Q4 2024 Reduced 11.17%
$36.7B
$223 Million 0.11% of portfolio
1,135
Q3 2024 Added 0.35%
$54.4B
$201 Million 0.1% of portfolio
1,641
Q3 2024 Reduced 6.12%
$74.2B
$206 Million 0.1% of portfolio
439
Q3 2024 New
$58B
$207 Million 0.1% of portfolio
1,816
Q4 2024 Added 0.33%
$37B
$205 Million 0.1% of portfolio
2,678
Q4 2024 Reduced 0.07%

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $203 Billion
  • Prior Value $199 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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