Trueblood Wealth Management, LLC Incresed Positions in Q3 2024

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTA
First Tr Large Cap Value

ETFs
7.77K
+ 30.09%
$72.76 - $79.13 $566K - $615K
33.6K $2.66B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.5K
+ 18.41%
$32.65 - $36.69 $374K - $420K
73.7K $2.68B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.75K
+ 37.92%
$162.83 - $179.16 $448K - $493K
10K $1.79B
ORCL
Oracle Corp

Technology
443
+ 3.62%
$125.9 - $170.35 $55.8K - $75.5K
12.7K $2.16B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
11.8K
+ 22.49%
$22.11 - $24.64 $261K - $291K
64.2K $1.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
649
+ 61.34%
$475.2 - $527.7 $308K - $342K
1.71K $901M
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.27%
$333.64 - $405.2 $5K - $6.08K
5.65K $2.29B
FTCS
First Trust Capital Strength E

ETFs
2.24K
+ 10.97%
$83.58 - $90.94 $187K - $203K
22.6K $2.05B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.12K
+ 12.93%
$77.23 - $87.97 $163K - $186K
18.5K $1.6B
IEFA
Ishares Tr

ETFs
3.84K
+ 99.35%
$70.09 - $78.74 $269K - $303K
7.71K $602M
RDVY
First Trust Rising Dividend Ac

ETFs
4.35K
+ 56.32%
$53.68 - $59.24 $233K - $258K
12.1K $714M
Capital Group International
7.22K
+ 57.52%
N/A
19.8K $600M
CTAS
Cintas Corp

Industrials
2.72K
+ 406.73%
$201.38 - $819.83 $548K - $2.23M
3.39K $698M
IEMG
Ishares Inc

ETFs
3.41K
+ 39.73%
$53.64 - $53.64 $183K - $183K
12K $689M
AXP
American Express CO

Financial Services
445
+ 17.19%
$225.92 - $271.17 $101K - $121K
3.03K $823M
AJG
Arthur J. Gallagher & Co.

Financial Services
56
+ 0.6%
$259.22 - $299.75 $14.5K - $16.8K
9.35K $2.63B
CGDV
Capital Group Divid Value ETF

ETFs
4.92K
+ 42.83%
$32.96 - $36.48 $162K - $179K
16.4K $598M
NEE
Nextera Energy Inc

Utilities
141
+ 0.94%
$69.9 - $84.97 $9.86K - $12K
15.2K $1.28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.23K
+ 86.32%
$57.32 - $62.65 $185K - $202K
6.98K $435M
WELL
Welltower Inc.

Real Estate
1
+ 0.01%
$104.0 - $129.74 $104 - $130
9.06K $1.16B
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.46K
+ 5.32%
N/A
88.3K $2.18B
CGUS
Capital Group Core Equity ETF
5.26K
+ 40.86%
$31.19 - $34.33 $164K - $180K
18.1K $621M
WMT
Walmart Inc.

Consumer Defensive
550
+ 4.53%
$66.91 - $81.4 $36.8K - $44.8K
12.7K $1.03B
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.34K
+ 9.61%
$61.04 - $71.27 $81.9K - $95.6K
15.3K $1.06B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.18K
+ 4.8%
$33.89 - $41.64 $39.9K - $49K
25.7K $1.02B
MSI
Motorola Solutions, Inc.

Technology
176
+ 10.69%
$385.65 - $450.49 $67.9K - $79.3K
1.82K $820M
ZTS
Zoetis Inc.

Healthcare
530
+ 14.73%
$172.58 - $196.48 $91.5K - $104K
4.13K $806M
Capital Group Dividend Growe
4.93K
+ 36.8%
N/A
18.3K $563M
TSCO
Tractor Supply CO

Consumer Cyclical
208
+ 3.88%
$251.95 - $290.93 $52.4K - $60.5K
5.57K $1.62B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
608
+ 3.34%
$64.57 - $71.76 $39.3K - $43.6K
18.8K $1.35B
Linde PLC
54
+ 1.49%
N/A
3.68K $1.75B
IBM
International Business Machines Corp

Technology
100
+ 3.75%
$175.1 - $223.38 $17.5K - $22.3K
2.77K $612M
PH
Parker Hannifin Corp

Industrials
133
+ 26.23%
$501.01 - $635.92 $66.6K - $84.6K
640 $404M
OKE
Oneok Inc

Energy
17
+ 0.11%
$78.62 - $95.27 $1.34K - $1.62K
14.9K $1.35B
First Tr Exch Traded Fd Iii
5.77K
+ 48.15%
N/A
17.8K $392M
CB
Chubb LTD

Financial Services
13
+ 0.33%
$252.51 - $292.2 $3.28K - $3.8K
3.92K $1.13B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.35K
+ 38.47%
$71.9 - $79.86 $96.7K - $107K
4.84K $385M
SYK
Stryker Corp

Healthcare
200
+ 7.57%
$315.94 - $371.96 $63.2K - $74.4K
2.84K $1.03B
FVD
First Tr Value Line Divid Inde

ETFs
1.16K
+ 7.71%
$40.45 - $45.49 $46.9K - $52.7K
16.2K $736M
WSO
Watsco Inc

Industrials
38
+ 1.04%
$448.73 - $519.89 $17.1K - $19.8K
3.68K $1.81B
CGGO
Capital Group Global Growth Eq

ETFs
3.11K
+ 8.63%
$27.25 - $30.52 $84.7K - $94.9K
39.1K $1.18B
DHR
Danaher Corp

Healthcare
84
+ 2.55%
$239.25 - $280.76 $20.1K - $23.6K
3.38K $940M
SNA
Snap On Inc

Industrials
25
+ 0.7%
$255.35 - $289.77 $6.38K - $7.24K
3.6K $1.04B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
729
+ 5.33%
$58.03 - $65.37 $42.3K - $47.7K
14.4K $933M
CGGR
Capital Group Growth ETF Shs C

ETFs
2.5K
+ 23.1%
$30.71 - $34.79 $76.8K - $87K
13.3K $464M
FYX
First Tr Small Cap Core Alphad

ETFs
760
+ 22.82%
$89.32 - $100.62 $67.9K - $76.5K
4.09K $407M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
284
+ 2.81%
$82.69 - $94.63 $23.5K - $26.9K
10.4K $966M
AVGO
Broadcom Inc.

Technology
5.03K
+ 939.63%
$136.27 - $1745.86 $685K - $8.78M
5.56K $959M
RSG
Republic Services, Inc.

Industrials
197
+ 2.32%
$189.34 - $208.21 $37.3K - $41K
8.68K $1.74B
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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