Trueblood Wealth Management, LLC Incresed Positions in Q2 2025

Trueblood Wealth Management, LLC

  • $239 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
513
+ 5.9%
$61.92 - $81.5 $31.8K - $41.8K
9.21K $750M
QCOM
Qualcomm Inc

Technology
558
+ 4.74%
$124.66 - $159.48 $69.6K - $89K
12.3K $1.97B
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 5.12%
$221.86 - $362.89 $22.2K - $36.3K
2.06K $653M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.47K
+ 10.53%
$51.16 - $62.02 $75.2K - $91.2K
15.4K $957M
NOW
Service Now, Inc.

Technology
6
+ 1.04%
$721.65 - $1040.18 $4.33K - $6.24K
583 $599M
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 4.07%
$908.13 - $1056.85 $59K - $68.7K
1.66K $1.65B
AMD
Advanced Micro Devices Inc

Technology
98
+ 3.21%
$78.21 - $143.81 $7.66K - $14.1K
3.15K $447M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
149
+ 11.1%
$179.95 - $278.88 $26.8K - $41.6K
1.49K $416M
MPC
Marathon Petroleum Corp

Energy
90
+ 1.6%
$118.55 - $170.08 $10.7K - $15.3K
5.71K $949M
GOOGL
Alphabet Inc.

Communication Services
8
+ 0.14%
$144.7 - $178.6 $1.16K - $1.43K
5.9K $1.04B
MS
Morgan Stanley

Financial Services
276
+ 7.99%
$99.83 - $140.86 $27.6K - $38.9K
3.73K $526M
VIG
Vanguard Dividend Appreciation

ETFs
359
+ 8.56%
N/A
4.55K $932M
RSG
Republic Services, Inc.

Industrials
288
+ 2.74%
$227.2 - $258.07 $65.4K - $74.3K
10.8K $2.66B
KLAC
Kla Corp

Technology
1
+ 0.19%
$576.53 - $902.94 $577 - $903
530 $475M
DIS
Walt Disney CO

Communication Services
247
+ 7.5%
$81.72 - $124.01 $20.2K - $30.6K
3.54K $439M
ABT
Abbott Laboratories

Healthcare
654
+ 10.77%
$123.95 - $138.08 $81.1K - $90.3K
6.73K $915M
BA
Boeing CO

Industrials
267
+ 21.71%
$136.59 - $217.51 $36.5K - $58.1K
1.5K $314M
PH
Parker Hannifin Corp

Industrials
56
+ 8.43%
$517.23 - $700.54 $29K - $39.2K
720 $503M
TJX
Tjx Companies Inc

Consumer Cyclical
713
+ 10.79%
$119.13 - $135.03 $84.9K - $96.3K
7.32K $904M
PM
Philip Morris International Inc.

Consumer Defensive
221
+ 9.12%
$149.23 - $184.95 $33K - $40.9K
2.65K $482M
WMB
Williams Companies, Inc.

Energy
1.28K
+ 27.01%
$54.33 - $62.87 $69.7K - $80.7K
6.03K $379M
GOOG
Alphabet Inc.

Communication Services
4
+ 0.09%
$146.58 - $180.01 $586 - $720
4.39K $778M
PRN
Invesco Dwa Industrials Moment

ETFs
231
+ 8.19%
$122.83 - $157.05 $28.4K - $36.3K
3.05K $479M
PTF
Invesco Exchange Traded Fd Tr

ETFs
619
+ 12.37%
$51.29 - $68.29 $31.7K - $42.3K
5.62K $384M
GWW
W.W. Grainger, Inc.

Industrials
48
+ 7.19%
$919.93 - $1101.66 $44.2K - $52.9K
716 $745M
Invesco Exchange Traded Fd T
278
+ 6.89%
N/A
4.31K $429M
ARES
Ares Management Corp

Financial Services
53
+ 2.01%
$118.04 - $175.83 $6.26K - $9.32K
2.69K $466M
FAST
Fastenal CO

Industrials
10.6K
+ 102.85%
$40.65 - $83.16 $432K - $885K
21K $881M
DLR
Digital Realty Trust, Inc.

Real Estate
52
+ 2.35%
$136.11 - $177.69 $7.08K - $9.24K
2.27K $395M
PIE
Invesco Exchange Traded Fd Tr

ETFs
126
+ 0.46%
$15.45 - $20.94 $1.95K - $2.64K
27.3K $572M
C
Citigroup Inc

Financial Services
34
+ 0.66%
$58.13 - $85.12 $1.98K - $2.89K
5.16K $439M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
460
+ 8.89%
$90.56 - $109.49 $41.7K - $50.4K
5.64K $616M
RDVY
First Trust Rising Dividend Ac

ETFs
231
+ 1.65%
$51.6 - $62.74 $11.9K - $14.5K
14.2K $890M
BX
Blackstone Inc.

Financial Services
219
+ 5.5%
$120.07 - $151.11 $26.3K - $33.1K
4.2K $629M
EMR
Emerson Electric CO

Industrials
121
+ 5.46%
$94.15 - $133.33 $11.4K - $16.1K
2.34K $312M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1
+ 0.01%
$68.68 - $84.86 $68.7 - $84.9
9.43K $800M
PYZ
Invesco Exchange Traded Fd Tr

ETFs
285
+ 7.41%
$72.53 - $93.16 $20.7K - $26.6K
4.13K $384M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
1.46K
+ 9.64%
$32.97 - $35.53 $48.1K - $51.8K
16.6K $589M
ADP
Automatic Data Processing Inc

Industrials
129
+ 2.31%
$276.76 - $326.81 $35.7K - $42.2K
5.72K $1.76B
PFI
Invesco Exchange Traded Fd Tr

ETFs
627
+ 10.32%
$47.15 - $56.73 $29.6K - $35.6K
6.71K $380M
DE
Deere & CO

Industrials
2
+ 0.16%
$412.99 - $531.48 $826 - $1.06K
1.28K $652M
NKE
Nike, Inc.

Consumer Cyclical
277
+ 6.88%
$53.27 - $72.04 $14.8K - $20K
4.3K $306M
LMT
Lockheed Martin Corp

Industrials
54
+ 3.81%
$430.82 - $486.45 $23.3K - $26.3K
1.47K $681M
First Tr Exch Traded Fd Iii
1.64K
+ 7.51%
N/A
23.4K $481M
PXI
Invesco Exchange Traded Fd Tr

ETFs
1.14K
+ 13.22%
$35.52 - $44.66 $40.5K - $50.9K
9.76K $421M
TYL
Tyler Technologies Inc

Technology
59
+ 10.65%
$521.68 - $592.84 $30.8K - $35K
613 $363M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6
+ 0.11%
$45.98 - $56.15 $276 - $337
5.45K $306M
FYX
First Tr Small Cap Core Alphad

ETFs
2
+ 0.05%
$79.22 - $97.28 $158 - $195
4.39K $427M
BAC
Bank Of America Corp

Financial Services
19
+ 0.37%
$34.39 - $47.46 $653 - $902
5.16K $244M
Activity Summary
Buys All Purchases 181 New Holdings 16 Increased Positions 165 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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