Trueblood Wealth Management, LLC Purchases in Q1 2025

Trueblood Wealth Management, LLC

  • $216 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 33.3%
N/A
4.2K $814M
CGXU
Capital Group Intl Focus Equit

ETFs
7.92K
+ 19.29%
$24.48 - $26.59 $194K - $211K
49K $1.2B
IBM
International Business Machines Corp

Technology
355
+ 10.8%
$217.4 - $264.74 $77.2K - $94K
3.64K $906M
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 28.0%
$112.81 - $126.16 $163K - $182K
6.61K $805M
IEMG
Ishares Inc

ETFs
2.82K
+ 18.94%
N/A
17.7K $955M
XOM
Exxon Mobil Corp

Energy
109
+ 0.78%
$105.44 - $118.93 $11.5K - $13K
14K $1.67B
BR
Broadridge Financial Solutions, Inc.

Technology
186
+ 2.72%
$221.46 - $244.83 $41.2K - $45.5K
7.03K $1.7B
BSX
Boston Scientific Corp

Healthcare
1.19K
+ 38.05%
$89.38 - $106.18 $106K - $126K
4.32K $436M
FTA
First Tr Large Cap Value

ETFs
1.89K
+ 5.35%
$74.42 - $80.34 $141K - $152K
37.2K $2.86B
PRN
Invesco Dwa Industrials Moment

ETFs
1.29K
+ 83.72%
$134.74 - $169.56 $173K - $218K
2.82K $389M
MCD
Mcdonalds Corp

Consumer Cyclical
101
+ 1.94%
$279.74 - $321.29 $28.3K - $32.5K
5.3K $1.65B
QCOM
Qualcomm Inc

Technology
964
+ 8.91%
$151.94 - $175.86 $146K - $170K
11.8K $1.81B
VO
Vanguard Mid Cap ETF

ETFs
608
+ 29.16%
$251.87 - $277.95 $153K - $169K
2.69K $696M
MPC
Marathon Petroleum Corp

Energy
755
+ 15.51%
$134.72 - $159.03 $102K - $120K
5.62K $819M
PXI
Invesco Exchange Traded Fd Tr

ETFs
3.23K
+ 59.89%
$40.69 - $48.82 $131K - $158K
8.62K $377M
SNA
Snap On Inc

Industrials
418
+ 11.4%
$324.09 - $358.62 $135K - $150K
4.09K $1.38B
GWW
W.W. Grainger, Inc.

Industrials
167
+ 33.33%
$953.54 - $1132.42 $159K - $189K
668 $660M
CINF
Cincinnati Financial Corp

Financial Services
419
+ 2.42%
$133.67 - $147.81 $56K - $61.9K
17.7K $2.61B
ABT
Abbott Laboratories

Healthcare
105
+ 1.76%
$111.1 - $140.22 $11.7K - $14.7K
6.07K $805M
SPGI
S&P Global Inc.

Financial Services
188
+ 15.71%
$478.26 - $543.77 $89.9K - $102K
1.39K $704M
INTU
Intuit Inc

Technology
210
+ 12.14%
$555.63 - $630.23 $117K - $132K
1.94K $1.19B
LNTH
Lantheus Holdings, Inc.

Healthcare
151
+ 1.39%
$78.23 - $110.01 $11.8K - $16.6K
11K $1.08B
TSLA
Tesla, Inc.

Consumer Cyclical
944
+ 93.37%
$222.15 - $428.22 $210K - $404K
1.96K $507M
PGR
Progressive Corp

Financial Services
144
+ 11.14%
$235.61 - $291.22 $33.9K - $41.9K
1.44K $407M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
257
+ 24.38%
$208.48 - $244.03 $53.6K - $62.7K
1.31K $320M
RDVY
First Trust Rising Dividend Ac

ETFs
1.73K
+ 14.11%
$57.22 - $63.39 $98.8K - $109K
14K $817M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 20.33%
$57.21 - $65.8 $135K - $155K
14K $814M
FISV
Fiserv Inc

Technology
219
+ 8.48%
N/A
2.8K $619M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 0.36%
$461.52 - $548.18 $7.38K - $8.77K
4.41K $2.31B
TSCO
Tractor Supply CO

Consumer Cyclical
515
+ 1.8%
$51.66 - $57.94 $26.6K - $29.8K
29.2K $1.61B
EW
Edwards Lifesciences Corp

Healthcare
1.26K
+ 34.01%
$67.95 - $76.19 $85.3K - $95.7K
4.95K $359M
PG
Procter & Gamble CO

Consumer Defensive
369
+ 4.68%
$158.56 - $176.26 $58.5K - $65K
8.25K $1.41B
CME
Cme Group Inc.

Financial Services
34
+ 1.8%
$225.82 - $266.54 $7.68K - $9.06K
1.92K $510M
T
At&T Inc.

Communication Services
76
+ 0.63%
$21.56 - $28.28 $1.64K - $2.15K
12.1K $343M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
315
+ 2.19%
$58.01 - $64.46 $18.3K - $20.3K
14.7K $915M
ADI
Analog Devices Inc

Technology
804
+ 8.91%
$201.56 - $243.82 $162K - $196K
9.82K $1.98B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
352
+ 13.46%
$196.12 - $229.48 $69K - $80.8K
2.97K $600M
ARCC
Ares Capital Corp

Financial Services
2.28K
+ 12.2%
$21.28 - $23.81 $48.6K - $54.4K
21K $465M
MPLX
Mplx LP

Energy
26
+ 0.29%
$47.88 - $54.65 $1.24K - $1.42K
9.15K $489M
C
Citigroup Inc

Financial Services
678
+ 15.24%
$67.23 - $84.63 $45.6K - $57.4K
5.13K $364M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
899
+ 21.02%
$102.49 - $119.96 $92.1K - $108K
5.18K $541M
AXP
American Express CO

Financial Services
527
+ 15.65%
$255.39 - $325.87 $135K - $172K
3.89K $1.05B
ISRG
Intuitive Surgical Inc

Healthcare
147
+ 12.99%
$476.63 - $610.45 $70.1K - $89.7K
1.28K $633M
O
Realty Income Corp

Real Estate
87
+ 1.12%
$51.67 - $58.49 $4.5K - $5.09K
7.87K $456M
KLAC
Kla Corp

Technology
12
+ 2.32%
$636.62 - $777.63 $7.64K - $9.33K
529 $360M
ES
Eversource Energy

Utilities
66
+ 1.47%
$55.63 - $63.8 $3.67K - $4.21K
4.56K $283M
QQQ
Invesco Qqq Trust, Series 1

ETFs
105
+ 16.61%
$468.34 - $539.52 $49.2K - $56.6K
737 $346M
PSX
Phillips 66

Energy
6
+ 0.33%
$113.93 - $131.55 $684 - $789
1.82K $225M
MS
Morgan Stanley

Financial Services
376
+ 12.21%
$111.68 - $141.08 $42K - $53K
3.46K $403M
Activity Summary
Buys All Purchases 135 New Holdings 18 Increased Positions 117 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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