Trueblood Wealth Management
Latest statistics and disclosures from Trueblood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPM, AAPL, MSFT, ACN, CVX, and represent 16.73% of Trueblood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FTCS, WMT, CTAS, VIG, PH, APH, ETN, SDVD, WMS, WST.
- Started 25 new stock positions in CGDG, CGIE, VIGI, WMS, CGDV, IYM, CGUS, SDVD, NOC, PDP.
- Reduced shares in these 10 stocks: EKG, NVDA, JPM, GILD, TSCO, AWK, NJR, UNH, , YUM.
- Sold out of its positions in AWK, EKG, GILD, IDXX, NJR, NKE, POWI, YUM, RCL.
- Trueblood Wealth Management was a net buyer of stock by $2.4M.
- Trueblood Wealth Management has $175M in assets under management (AUM), dropping by 9.55%.
- Central Index Key (CIK): 0002005380
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Portfolio Holdings for Trueblood Wealth Management
Trueblood Wealth Management holds 224 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 6.3 | $11M | -3% | 55k | 200.30 |
|
| Apple (AAPL) | 3.5 | $6.1M | -2% | 36k | 171.48 |
|
| Microsoft Corporation (MSFT) | 3.3 | $5.8M | 14k | 420.72 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $3.6M | +3% | 10k | 346.61 |
|
| Chevron Corporation (CVX) | 1.6 | $2.8M | 18k | 157.74 |
|
|
| Caterpillar (CAT) | 1.4 | $2.4M | -2% | 6.6k | 366.43 |
|
| UnitedHealth (UNH) | 1.3 | $2.3M | -9% | 4.7k | 494.70 |
|
| Arthur J. Gallagher & Co. (AJG) | 1.3 | $2.3M | 9.3k | 250.04 |
|
|
| Cincinnati Financial Corporation (CINF) | 1.3 | $2.3M | -2% | 19k | 124.17 |
|
| Home Depot (HD) | 1.2 | $2.1M | 5.6k | 383.59 |
|
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.2 | $2.1M | +7% | 60k | 34.82 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | -34% | 2.2k | 903.56 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 1.1 | $2.0M | 80k | 24.48 |
|
|
| McDonald's Corporation (MCD) | 1.1 | $2.0M | +3% | 7.0k | 281.95 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 1.0 | $1.8M | +6% | 24k | 76.38 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $1.8M | -10% | 15k | 116.24 |
|
| Merck & Co (MRK) | 1.0 | $1.8M | 13k | 131.95 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 1.0 | $1.7M | NEW | 20k | 85.65 |
|
| Analog Devices (ADI) | 1.0 | $1.7M | +3% | 8.7k | 197.79 |
|
| Johnson & Johnson (JNJ) | 1.0 | $1.7M | +3% | 11k | 158.19 |
|
| Linde SHS (LIN) | 1.0 | $1.7M | +3% | 3.6k | 464.32 |
|
| Republic Services (RSG) | 0.9 | $1.6M | +6% | 8.2k | 191.44 |
|
| Watsco, Incorporated (WSO) | 0.9 | $1.6M | 3.6k | 431.97 |
|
|
| Brown & Brown (BRO) | 0.9 | $1.6M | -2% | 18k | 87.54 |
|
| Oracle Corporation (ORCL) | 0.9 | $1.5M | -3% | 12k | 125.61 |
|
| Nordson Corporation (NDSN) | 0.9 | $1.5M | 5.4k | 274.54 |
|
|
| Qualcomm (QCOM) | 0.8 | $1.5M | 8.7k | 169.30 |
|
|
| Tractor Supply Company (TSCO) | 0.8 | $1.4M | -21% | 5.4k | 261.72 |
|
| Broadridge Financial Solutions (BR) | 0.8 | $1.4M | -2% | 6.8k | 204.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $1.4M | -9% | 24k | 57.86 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $1.4M | +6% | 8.0k | 169.37 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.8 | $1.3M | +4% | 16k | 82.97 |
|
| Carrier Global Corporation (CARR) | 0.7 | $1.3M | -3% | 22k | 58.13 |
|
| Automatic Data Processing (ADP) | 0.7 | $1.3M | +3% | 5.2k | 249.74 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.7 | $1.3M | 54k | 23.72 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $1.3M | 7.8k | 162.25 |
|
|
| Anthem (ELV) | 0.7 | $1.3M | 2.4k | 518.54 |
|
|
| Thermo Fisher Scientific (TMO) | 0.7 | $1.3M | +8% | 2.2k | 581.21 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.7 | $1.2M | 19k | 65.87 |
|
|
| Abbvie (ABBV) | 0.7 | $1.2M | 6.7k | 182.11 |
|
|
| Oneok (OKE) | 0.7 | $1.2M | +6% | 15k | 80.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | +7% | 2.7k | 420.52 |
|
| Marathon Petroleum Corp (MPC) | 0.6 | $1.1M | +6% | 5.5k | 201.51 |
|
| Norfolk Southern (NSC) | 0.6 | $1.1M | 4.3k | 254.88 |
|
|
| Steris Shs Usd (STE) | 0.6 | $1.1M | -3% | 4.9k | 224.82 |
|
| Kkr & Co (KKR) | 0.6 | $1.1M | 11k | 100.58 |
|
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.6 | $1.1M | -14% | 48k | 22.77 |
|
| Amazon (AMZN) | 0.6 | $1.1M | +7% | 5.9k | 180.38 |
|
| Intuit (INTU) | 0.6 | $1.1M | -6% | 1.6k | 650.00 |
|
| Snap-on Incorporated (SNA) | 0.6 | $1.0M | +10% | 3.5k | 296.22 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.0M | +29% | 1.4k | 732.63 |
|
| Goldman Sachs (GS) | 0.6 | $1.0M | -4% | 2.5k | 417.69 |
|
| Chubb (CB) | 0.6 | $1.0M | +9% | 3.9k | 259.13 |
|
| Pepsi (PEP) | 0.6 | $965k | +5% | 5.5k | 175.02 |
|
| Baker Hughes Company Cl A (BKR) | 0.6 | $963k | 29k | 33.50 |
|
|
| Wec Energy Group (WEC) | 0.5 | $958k | 12k | 82.12 |
|
|
| EOG Resources (EOG) | 0.5 | $957k | -10% | 7.5k | 127.84 |
|
| Nextera Energy (NEE) | 0.5 | $941k | +5% | 15k | 63.91 |
|
| Coca-Cola Company (KO) | 0.5 | $940k | 15k | 61.18 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $924k | +14% | 32k | 28.80 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) | 0.5 | $918k | 10k | 90.91 |
|
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.5 | $893k | 14k | 64.02 |
|
|
| First Tr Exchange-traded Dorsey Wright (IFV) | 0.5 | $881k | 44k | 20.00 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $870k | -2% | 6.4k | 136.05 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.5 | $865k | 25k | 34.46 |
|
|
| Fastenal Company (FAST) | 0.5 | $861k | -11% | 11k | 77.14 |
|
| Nasdaq Omx (NDAQ) | 0.5 | $847k | -13% | 13k | 63.10 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $847k | 5.6k | 150.93 |
|
|
| Welltower Inc Com reit (WELL) | 0.5 | $847k | 9.1k | 93.44 |
|
|
| Danaher Corporation (DHR) | 0.5 | $820k | 3.3k | 249.72 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $807k | 13k | 60.30 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.4 | $776k | 25k | 31.62 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.4 | $758k | 29k | 25.78 |
|
|
| Stryker Corporation (SYK) | 0.4 | $757k | 2.1k | 357.87 |
|
|
| Sherwin-Williams Company (SHW) | 0.4 | $750k | 2.2k | 347.33 |
|
|
| Verizon Communications (VZ) | 0.4 | $741k | +2% | 18k | 41.96 |
|
| Visa Com Cl A (V) | 0.4 | $731k | +16% | 2.6k | 279.08 |
|
| Wal-Mart Stores (WMT) | 0.4 | $726k | +262% | 12k | 60.17 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.4 | $715k | 12k | 62.24 |
|
|
| Southern Company (SO) | 0.4 | $704k | 9.8k | 71.74 |
|
|
| Broadcom (AVGO) | 0.4 | $703k | -7% | 530.00 | 1325.41 |
|
| Devon Energy Corporation (DVN) | 0.4 | $699k | +2% | 14k | 50.18 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $699k | +12% | 898.00 | 777.96 |
|
| First Tr Exchange Traded Consumr Staple (FXG) | 0.4 | $696k | 10k | 68.49 |
|
|
| salesforce (CRM) | 0.4 | $673k | +25% | 2.2k | 301.18 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Emrg (PIE) | 0.4 | $671k | -3% | 32k | 20.83 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $664k | +4% | 1.5k | 454.87 |
|
| Advanced Micro Devices (AMD) | 0.4 | $658k | -9% | 3.6k | 180.49 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.4 | $635k | 15k | 42.23 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $627k | -12% | 4.1k | 152.26 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $618k | 8.8k | 70.00 |
|
|
| American Electric Power Company (AEP) | 0.4 | $613k | 7.1k | 86.10 |
|
|
| General Dynamics Corporation (GD) | 0.4 | $612k | +4% | 2.2k | 282.49 |
|
| Abbott Laboratories (ABT) | 0.3 | $608k | 5.3k | 113.66 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $607k | 1.3k | 481.57 |
|
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.3 | $595k | -3% | 10k | 57.23 |
|
| Zoetis Cl A (ZTS) | 0.3 | $594k | +20% | 3.5k | 169.21 |
|
| Deere & Company (DE) | 0.3 | $573k | +6% | 1.4k | 410.74 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.3 | $567k | 8.4k | 67.33 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $565k | -3% | 1.2k | 480.70 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $524k | 4.0k | 131.37 |
|
|
| General Mills (GIS) | 0.3 | $523k | 7.5k | 69.97 |
|
|
| First Tr Exchange-traded Dorsey Wright (FVC) | 0.3 | $522k | 15k | 34.51 |
|
|
| Copart (CPRT) | 0.3 | $521k | 9.0k | 57.92 |
|
|
| S&p Global (SPGI) | 0.3 | $494k | -9% | 1.2k | 425.45 |
|
| Honeywell International (HON) | 0.3 | $493k | 2.4k | 205.25 |
|
|
| Rockwell Automation (ROK) | 0.3 | $482k | -15% | 1.7k | 291.33 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $482k | +11% | 1.4k | 354.98 |
|
| American Express Company (AXP) | 0.3 | $472k | +8% | 2.1k | 227.69 |
|
| Genuine Parts Company (GPC) | 0.3 | $471k | 3.0k | 154.93 |
|
|
| Cisco Systems (CSCO) | 0.3 | $459k | +4% | 9.2k | 49.91 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $445k | +2% | 8.9k | 50.10 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $444k | 8.6k | 51.60 |
|
|
| W.W. Grainger (GWW) | 0.3 | $440k | +6% | 432.00 | 1017.30 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $437k | +2% | 4.5k | 96.71 |
|
| Intel Corporation (INTC) | 0.2 | $436k | 9.9k | 44.17 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $431k | +7% | 1.1k | 399.09 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $431k | 3.3k | 130.73 |
|
|
| Casey's General Stores (CASY) | 0.2 | $419k | +18% | 1.3k | 318.45 |
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| Walt Disney Company (DIS) | 0.2 | $409k | 3.3k | 122.36 |
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| Fiserv (FI) | 0.2 | $407k | +21% | 2.5k | 159.82 |
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| Union Pacific Corporation (UNP) | 0.2 | $405k | 1.6k | 245.93 |
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| Travelers Companies (TRV) | 0.2 | $403k | +3% | 1.8k | 230.12 |
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| International Business Machines (IBM) | 0.2 | $401k | +51% | 2.1k | 190.96 |
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| Kla Corp Com New (KLAC) | 0.2 | $400k | -6% | 573.00 | 698.57 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $398k | -2% | 3.1k | 129.35 |
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| TJX Companies (TJX) | 0.2 | $396k | +21% | 3.9k | 101.42 |
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| Pfizer (PFE) | 0.2 | $395k | -7% | 14k | 27.75 |
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| Realty Income (O) | 0.2 | $391k | 7.2k | 54.10 |
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| Ares Capital Corporation (ARCC) | 0.2 | $390k | +11% | 19k | 20.82 |
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| Illinois Tool Works (ITW) | 0.2 | $381k | +21% | 1.4k | 268.33 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $376k | +13% | 4.9k | 76.81 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $375k | 9.0k | 41.56 |
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| Cintas Corporation (CTAS) | 0.2 | $374k | NEW | 545.00 | 687.03 |
|
| Smucker J M Com New (SJM) | 0.2 | $374k | 3.0k | 125.87 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.2 | $370k | 11k | 32.46 |
|
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| Quanta Services (PWR) | 0.2 | $365k | -16% | 1.4k | 259.80 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $363k | +7% | 2.7k | 132.98 |
|
| Palo Alto Networks (PANW) | 0.2 | $355k | -2% | 1.2k | 284.13 |
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| Gra (GGG) | 0.2 | $352k | 3.8k | 93.46 |
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| Edwards Lifesciences (EW) | 0.2 | $351k | +35% | 3.7k | 95.56 |
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| Marvell Technology (MRVL) | 0.2 | $350k | +3% | 4.9k | 70.88 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $341k | 4.7k | 72.96 |
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| Paychex (PAYX) | 0.2 | $340k | -3% | 2.8k | 122.80 |
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| ConocoPhillips (COP) | 0.2 | $334k | +3% | 2.6k | 127.28 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $331k | 3.6k | 91.25 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $329k | -25% | 5.9k | 56.17 |
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| Jabil Circuit (JBL) | 0.2 | $326k | 2.4k | 133.95 |
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| Phillips 66 (PSX) | 0.2 | $319k | -10% | 2.0k | 163.36 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $310k | -22% | 1.4k | 224.99 |
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| Air Products & Chemicals (APD) | 0.2 | $309k | +4% | 1.3k | 242.27 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $306k | 2.8k | 109.59 |
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| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.2 | $304k | 3.3k | 93.24 |
|
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| Servicenow (NOW) | 0.2 | $303k | 398.00 | 762.40 |
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| Valero Energy Corporation (VLO) | 0.2 | $303k | +10% | 1.8k | 170.69 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $303k | NEW | 1.7k | 182.61 |
|
| Keysight Technologies (KEYS) | 0.2 | $298k | -22% | 1.9k | 156.38 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $297k | 1.4k | 210.30 |
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| Morgan Stanley Com New (MS) | 0.2 | $290k | 3.1k | 94.16 |
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| Meta Platforms Cl A (META) | 0.2 | $288k | 592.00 | 485.58 |
|
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| Iqvia Holdings (IQV) | 0.2 | $285k | 1.1k | 252.89 |
|
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| Progressive Corporation (PGR) | 0.2 | $284k | 1.4k | 206.82 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.2 | $283k | 4.1k | 69.67 |
|
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| Parker-Hannifin Corporation (PH) | 0.2 | $282k | NEW | 508.00 | 555.79 |
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| Citigroup Com New (C) | 0.2 | $282k | 4.5k | 63.24 |
|
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| Digital Realty Trust (DLR) | 0.2 | $281k | +27% | 2.0k | 144.04 |
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| Shopify Cl A (SHOP) | 0.2 | $280k | +11% | 3.6k | 77.17 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $276k | 3.7k | 74.22 |
|
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| Boeing Company (BA) | 0.2 | $276k | -29% | 1.4k | 192.99 |
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| Xcel Energy (XEL) | 0.2 | $274k | 5.1k | 53.75 |
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| Marathon Oil Corporation (MRO) | 0.2 | $271k | +4% | 9.6k | 28.34 |
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| Tyler Technologies (TYL) | 0.2 | $269k | -2% | 632.00 | 425.01 |
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| Eversource Energy (ES) | 0.2 | $268k | -8% | 4.5k | 59.77 |
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| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.2 | $268k | -22% | 12k | 22.87 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $266k | 12k | 22.75 |
|
|
| Amphenol Corp Cl A (APH) | 0.2 | $264k | NEW | 2.3k | 115.35 |
|
| Waste Connections (WCN) | 0.2 | $263k | 1.5k | 172.01 |
|
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| Eaton Corp SHS (ETN) | 0.1 | $261k | NEW | 834.00 | 312.68 |
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| First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) | 0.1 | $259k | NEW | 12k | 22.01 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $258k | 3.4k | 76.00 |
|
|
| Jack Henry & Associates (JKHY) | 0.1 | $255k | 1.5k | 173.73 |
|
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $255k | NEW | 1.5k | 172.24 |
|
| Target Corporation (TGT) | 0.1 | $253k | -15% | 1.4k | 177.21 |
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| Stifel Financial (SF) | 0.1 | $253k | 3.2k | 78.17 |
|
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| Emerson Electric (EMR) | 0.1 | $253k | 2.2k | 113.41 |
|
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| FedEx Corporation (FDX) | 0.1 | $253k | 872.00 | 289.74 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $251k | 5.2k | 48.25 |
|
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| West Pharmaceutical Services (WST) | 0.1 | $246k | NEW | 622.00 | 395.71 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $244k | -37% | 251.00 | 970.47 |
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| Dow (DOW) | 0.1 | $242k | -45% | 4.2k | 57.93 |
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| Philip Morris International (PM) | 0.1 | $241k | +7% | 2.6k | 91.63 |
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| SYSCO Corporation (SYY) | 0.1 | $238k | NEW | 2.9k | 81.18 |
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| Dominion Resources (D) | 0.1 | $236k | 4.8k | 49.19 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $234k | NEW | 7.2k | 32.50 |
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| Kinder Morgan (KMI) | 0.1 | $233k | 13k | 18.34 |
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|
| Chipotle Mexican Grill (CMG) | 0.1 | $233k | -22% | 80.00 | 2906.78 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $230k | NEW | 7.4k | 31.16 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $228k | 2.9k | 79.76 |
|
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $227k | NEW | 7.9k | 28.63 |
|
| Lululemon Athletica (LULU) | 0.1 | $227k | -17% | 580.00 | 390.65 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $226k | -13% | 508.00 | 444.01 |
|
| At&t (T) | 0.1 | $223k | -2% | 13k | 17.60 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $223k | 14k | 15.73 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $222k | +397% | 3.7k | 60.74 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $220k | -31% | 4.7k | 47.02 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $211k | NEW | 1.4k | 147.73 |
|
| Becton, Dickinson and (BDX) | 0.1 | $211k | -42% | 853.00 | 247.45 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $211k | NEW | 6.6k | 31.99 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $210k | NEW | 439.00 | 478.66 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $210k | NEW | 958.00 | 219.31 |
|
| Monster Beverage Corp (MNST) | 0.1 | $208k | 3.5k | 59.28 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $207k | NEW | 1.4k | 147.73 |
|
| AFLAC Incorporated (AFL) | 0.1 | $206k | NEW | 2.4k | 85.86 |
|
| General Electric Com New (GE) | 0.1 | $206k | NEW | 1.2k | 175.53 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $204k | NEW | 2.5k | 81.53 |
|
| Capital Group International SHS (CGIE) | 0.1 | $204k | NEW | 7.0k | 29.01 |
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.1 | $204k | NEW | 2.1k | 98.78 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $203k | NEW | 388.00 | 522.88 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $176k | 21k | 8.29 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $163k | 12k | 13.87 |
|
|
| Sofi Technologies (SOFI) | 0.1 | $161k | +40% | 22k | 7.30 |
|
| Payoneer Global (PAYO) | 0.1 | $101k | NEW | 21k | 4.86 |
|
| Wavedancer Com New (WAVD) | 0.0 | $55k | 16k | 3.46 |
|
|
| Nikola Corp (NKLA) | 0.0 | $15k | 14k | 1.04 |
|
Past Filings by Trueblood Wealth Management
SEC 13F filings are viewable for Trueblood Wealth Management going back to 2023
- Trueblood Wealth Management 2024 Q1 filed April 26, 2024
- Trueblood Wealth Management 2023 Q4 filed Jan. 18, 2024