Trueblood Wealth Management, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $199 Billion distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $11.3B, Apple Inc. with a value of $8.21B, Microsoft Corp with a value of $5.86B, Accenture PLC with a value of $3.54B, and First Tr ETF Vi Smid Cap Risin with a value of $2.68B.
Examining the 13F form we can see an increase of $22B in the current position value, from $177B to 199B.
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.
Portfolio value
$199 Billion
ETFs: $40.2 Billion
Technology: $38.3 Billion
Financial Services: $31 Billion
Industrials: $22.1 Billion
Healthcare: $18.3 Billion
Energy: $11.5 Billion
Consumer Cyclical: $8.79 Billion
Consumer Defensive: $8.4 Billion
Other: $13.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
