Trueblood Wealth Management, LLC Portfolio Holdings
Trueblood Wealth Management, LLC
- $177 Billion
- Q2 2024
Trueblood Wealth Management, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $177 Billion distributed in 218 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $11B, Apple Inc. with a value of $7.47B, Microsoft Corp with a value of $6.18B, Accenture PLC with a value of $3.06B, and Chevron Corp with a value of $2.77B.
Examining the 13F form we can see an increase of $2.57B in the current position value, from $175B to 177B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 218
- Current Value $177 Billion
- Prior Value $175 Billion
- Filing
- Period Q2 2024
- Filing Date August 07, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks