13F Filings for Trueblood Wealth Management, LLC (CIK: 2005380)
View the most recent portfolio holdings disclosed by this institutional investor in their 13F filing.
Holding | Shares | Value | Change Status | Change Amount |
---|---|---|---|---|
JPM - JPMORGAN CHASE & CO.(Class: COM) | 46.43K | $11.39M | Decreased | 3.15K (6.0%, $495.17K) |
AAPL - APPLE INC(Class: COM) | 35.51K | $7.89M | Increased | 195 (0.0%, $955.72K) |
MSFT - MICROSOFT CORP(Class: COM) | 14.26K | $5.35M | Increased | 429 (3.0%, $476.70K) |
AJG - GALLAGHER ARTHUR J & CO(Class: COM) | 9.81K | $3.39M | Increased | 447 (4.0%, $728.99K) |
RSP - INVESCO EXCHANGE TRADED FD T(Class: S&P500 EQL WGT) | 17.96K | $3.11M | Increased | 3.26K (22.0%, $536.03K) |
N/A - FIRST TR EXCHANGE-TRADED FD(Class: FT VEST RIS) | 123.56K | $2.93M | Increased | 25.26K (25.0%, $547.95K) |
SDVY - FIRST TR EXCHANGE-TRADED FD(Class: SMID RISNG ETF) | 87.46K | $2.93M | Increased | 5.95K (7.0%, $7.70K) |
ACN - ACCENTURE PLC IRELAND(Class: SHS CLASS A) | 9.28K | $2.90M | Decreased | 778 (7.0%, $642.53K) |
FTA - FIRST TR LRG CP VL ALPHADEX(Class: COM SHS) | 37.23K | $2.86M | Increased | 1.89K (5.0%, $154.27K) |
CINF - CINCINNATI FINL CORP(Class: COM) | 17.70K | $2.61M | Increased | 419 (2.0%, $131.37K) |