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
RTX
Raytheon Technologies Corp

Industrials
48
+ 2.9%
$113.75 - $148.48 $5.46K - $7.13K
1.7K $249M
BSX
Boston Scientific Corp

Healthcare
8
+ 0.19%
$89.7 - $107.41 $718 - $859
4.33K $465M
EW
Edwards Lifesciences Corp

Healthcare
8
+ 0.16%
$67.07 - $78.22 $537 - $626
4.96K $388M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.15%
$108.87 - $133.04 $544 - $665
3.29K $438M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.14%
$73.7 - $90.98 $369 - $455
3.62K $330M
SPGI
S&P Global Inc.

Financial Services
1
+ 0.07%
$438.31 - $527.29 $438 - $527
1.39K $731M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
19
+ 0.1%
$67.03 - $80.35 $1.27K - $1.53K
18.7K $1.49B
MMM
3 M CO

Industrials
104
+ 7.05%
$126.09 - $154.15 $13.1K - $16K
1.58K $240M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.14%
$174.82 - $215.79 $350 - $432
1.42K $306M
FXU
First Tr Exchange Traded Fd Ut

ETFs
43
+ 0.29%
$37.86 - $43.29 $1.63K - $1.86K
14.7K $623M
CINF
Cincinnati Financial Corp

Financial Services
1
+ 0.01%
$126.6 - $151.6 $127 - $152
17.7K $2.64B
CME
Cme Group Inc.

Financial Services
5
+ 0.26%
$252.37 - $290.71 $1.26K - $1.45K
1.93K $531M
CRM
Salesforce, Inc.

Technology
21
+ 0.65%
$236.26 - $291.15 $4.96K - $6.11K
3.25K $885M
T
At&T Inc.

Communication Services
340
+ 2.81%
$26.33 - $28.94 $8.95K - $9.84K
12.5K $360M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
20K
+ 100.0%
$0.54 - $0.87 $10.8K - $17.4K
40K $28.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
28
+ 0.55%
$66.87 - $79.47 $1.87K - $2.23K
5.13K $408M
KMI
Kinder Morgan, Inc.

Energy
69
+ 0.54%
$25.21 - $29.4 $1.74K - $2.03K
12.9K $378M
JKHY
Henry Jack & Associates Inc

Technology
80
+ 6.03%
$163.54 - $186.02 $13.1K - $14.9K
1.41K $253M
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 0.13%
$277.03 - $321.33 $277 - $321
792 $247M
ES
Eversource Energy

Utilities
3
+ 0.07%
$54.25 - $65.89 $163 - $198
4.57K $290M
FVD
First Tr Value Line Divid Inde

ETFs
71
+ 0.41%
$40.62 - $45.12 $2.88K - $3.2K
17.3K $775M
CB
Chubb LTD

Financial Services
228
+ 4.57%
$274.32 - $302.46 $62.5K - $69K
5.22K $1.51B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12
+ 0.49%
$85.42 - $94.39 $1.03K - $1.13K
2.44K $229M
MDT
Medtronic PLC

Healthcare
84
+ 3.61%
$80.68 - $88.86 $6.78K - $7.46K
2.41K $210M
MDLZ
Mondelez International, Inc.

Consumer Defensive
68
+ 0.77%
$63.54 - $68.5 $4.32K - $4.66K
8.87K $598M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4
+ 0.08%
$48.5 - $49.35 $194 - $197
5.2K $256M
ARCC
Ares Capital Corp

Financial Services
220
+ 1.05%
$18.91 - $22.43 $4.16K - $4.93K
21.2K $466M
FXH
First Tr Exchange Trd Fd Healt

ETFs
2
+ 0.06%
$93.63 - $103.68 $187 - $207
3.26K $338M
KO
Coca Cola CO

Consumer Defensive
117
+ 0.99%
$68.37 - $73.9 $8K - $8.65K
11.9K $844M
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
+ 0.42%
$430.72 - $497.52 $861 - $995
476 $214M
ETR
Entergy Corp

Utilities
9
+ 0.35%
$79.01 - $86.61 $711 - $779
2.56K $213M
PSX
Phillips 66

Energy
7
+ 0.38%
$92.87 - $125.73 $650 - $880
1.83K $218M
UNP
Union Pacific Corp

Industrials
4
+ 0.22%
$208.27 - $238.46 $833 - $954
1.81K $417M
MPLX
Mplx LP

Energy
150
+ 1.64%
$46.68 - $53.89 $7K - $8.08K
9.3K $479M
DUK
Duke Energy Corp

Utilities
4
+ 0.09%
$112.46 - $124.05 $450 - $496
4.22K $497M
VZ
Verizon Communications Inc

Communication Services
202
+ 1.39%
$41.67 - $45.62 $8.42K - $9.22K
14.7K $637M
NEE
Nextera Energy Inc

Utilities
3
+ 0.02%
$64.11 - $75.0 $192 - $225
15K $1.04B
DHR
Danaher Corp

Healthcare
4
+ 0.12%
$174.64 - $205.16 $699 - $821
3.24K $640M
MSI
Motorola Solutions, Inc.

Technology
33
+ 1.51%
$394.72 - $440.39 $13K - $14.5K
2.22K $933M
FNF
Fidelity National Financial, Inc.

Financial Services
152
+ 4.17%
$53.62 - $66.59 $8.15K - $10.1K
3.8K $213M
MKC
Mccormick & CO Inc

Consumer Defensive
23
+ 0.57%
$71.11 - $82.25 $1.64K - $1.89K
4.09K $310M
SNA
Snap On Inc

Industrials
253
+ 6.19%
$292.36 - $342.2 $74K - $86.6K
4.34K $1.35B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 0.23%
$212.1 - $244.27 $636 - $733
1.31K $287M
LLY
Eli Lilly & CO

Healthcare
7
+ 0.84%
$713.71 - $898.95 $5K - $6.29K
838 $653M
TRGP
Targa Resources Corp.

Energy
6
+ 0.44%
$157.32 - $205.72 $944 - $1.23K
1.37K $238M
ZTS
Zoetis Inc.

Healthcare
6
+ 0.14%
$144.41 - $170.3 $866 - $1.02K
4.15K $647M
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.07%
$126.84 - $145.22 $254 - $290
2.69K $347M
DVN
Devon Energy Corp

Energy
675
+ 5.98%
$26.8 - $37.92 $18.1K - $25.6K
12K $380M
TMUS
T Mobile Us, Inc.

Communication Services
281
+ 7.08%
$220.99 - $268.54 $62.1K - $75.5K
4.25K $1.01B
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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