Trueblood Wealth Management, LLC Portfolio Holdings
Trueblood Wealth Management, LLC
- $216 Billion
- Q1 2025
Trueblood Wealth Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $11.4B, Apple Inc. with a value of $7.89B, Microsoft Corp with a value of $5.35B, Arthur J. Gallagher & Co. with a value of $3.39B, and Invesco S&P 500 Equal Weight E with a value of $3.11B.
Examining the 13F form we can see an increase of $12.7B in the current position value, from $203B to 216B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 235
- Current Value $216 Billion
- Prior Value $203 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 64 stocks