Trueblood Wealth Management, LLC Portfolio Holdings

Trueblood Wealth Management, LLC

  • $199 Billion
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$392 Million 0.2% of portfolio
18,713
Q1 2024 Added 11.85%

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $199 Billion
  • Prior Value $177 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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