TW

Trueblood Wealth Management, LLC

13F
Trueblood Wealth Management, LLC
Last update 2025-04-15 235 Stocks (18 new)
Value $216.00 Mil Turnover 9 %
Countries:
Top Holdings: JPM(5.28%)AAPL(3.66%)MSFT(2.48%)AJG(1.57%)RSP(1.44%)
Summary Stock Picks Current Portfolio
Trueblood Wealth Management, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPM 		JPMorgan Chase & Co
46,431
11,389.4
-6.35%
5.280
-0.37%
0.000
+4.78%
+10.52%
727,983.8
Banks
AAPL 		Apple Inc
35,509
7,887.7
+0.55%
3.660
+0.02%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
MSFT 		Microsoft Corp
14,260
5,353.2
+3.10%
2.480
+0.07%
0.000
+16.84%
+11.38%
3,476,052.1
Software
AJG 		Arthur J. Gallagher & Co
9,808
3,386.1
+4.78%
1.570
+0.07%
0.000
-3.54%
+15.81%
84,011.0
Insurance
RSP 		Invesco S&P 500 Equal Weight ETF
17,961
3,111.4
+22.21%
1.440
+0.26%
0.000
+0.57%
+1.59%
72,286.6
 
RDVI 		FT Vest Rising Dividend Achievers Target Income ETF
123,564
2,930.9
+25.69%
1.360
+0.28%
0.160
+1.62%
+2.96%
1,926.8
 
SDVY 		First Trust SMID Cap Rising Dividend Achievers ETF
87,462
2,930.0
+7.30%
1.360
+0.09%
0.040
+1.61%
-3.38%
7,958.0
 
ACN 		Accenture PLC
9,279
2,895.4
-7.74%
1.340
-0.13%
0.000
-8.99%
-9.52%
197,436.0
Software
FTA 		FIRST TR L CAP VAL
37,233
2,856.5
+5.35%
1.330
+0.07%
0.260
-0.15%
-0.11%
1,079.0
 
CINF 		Cincinnati Financial Corp
17,701
2,614.8
+2.42%
1.210
+0.03%
0.010
+5.25%
+4.87%
23,414.3
Insurance

Trueblood Wealth Management, LLC's Historical Top Holdings Breakdowns

Trueblood Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.37%
●
225.19 ($254.94) 279.95
$261.95
2.75%
Reduce -6.35%
46,431
-3,148
CMI 		Cummins Inc2025-03-31New Buy
+0.30%
●
312.92 ($352.28) 386.07
$323.12
-8.28%
New holding
2,088
2,088
RDVI 		FT Vest Rising Dividend Achievers Target Income ETF2025-03-31Add
+0.28%
●
23.2 ($24.7) 25.73
$24.07
-2.55%
Add 25.69%
123,564
25,256
RSP 		Invesco S&P 500 Equal Weight ETF2025-03-31Add
+0.26%
●
169.43 ($177.82) 182.84
$177.16
-0.37%
Add 22.21%
17,961
3,264
WMT 		Walmart Inc2025-03-31Add
+0.25%
●
84.5 ($93.81) 105.05
$97.96
4.42%
Add 40.5%
20,905
6,026
CGUS 		Capital Group Core Equity ETF2025-03-31Add
+0.24%
●
33.08 ($35.13) 36.62
$35.57
1.25%
Add 55.6%
43,692
15,612
CGGO 		Capital Group Global Growth Equity ETF2025-03-31Add
+0.24%
●
28.33 ($29.71) 30.84
$30.95
4.17%
Add 37.55%
67,733
18,490
CGIE 		Capital Group International Equity ETF2025-03-31Add
+0.23%
●
27.22 ($29.13) 30.58
$32.62
11.98%
Add 69.53%
40,464
16,595
V 		Visa Inc2025-03-31Add
+0.22%
●
306.92 ($338.38) 362.71
$366.77
8.39%
Add 51.38%
3,957
1,343
SOFI 		SoFi Technologies Inc2025-03-31Sold Out
-0.22%
●
11.18 ($14.41) 18.03
$13.67
-5.14%
Sold Out
0
-28,824

Trueblood Wealth Management, LLC Total Holding History ($B)

To

Trueblood Wealth Management, LLC's Asset Allocation

To

Trueblood Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Trueblood Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Trueblood Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Trueblood Wealth Management, LLC's Holdings Heat Map

Size field:

Trueblood Wealth Management, LLC's Holdings Bubble Chart

Trueblood Wealth Management, LLC News

  • 1

Discussions on Trueblood Wealth Management, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.