Trueblood-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ARES",
  "GDX",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "MTSI",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "BRO",
  "ARCC",
  null,
  null,
  "BSX",
  null,
  "CMI",
  "DUK",
  "COOP",
  null,
  "EOG",
  null,
  null,
  "CATX",
  null,
  null,
  "GD",
  "GIS",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "ITW",
  null,
  "EMR",
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "IQV",
  null,
  "KMI",
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "GE",
  "BX",
  "FAST",
  "IJR",
  "KKR",
  "KLAC",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "PGR",
  "IEMG",
  "IJK",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "ROK",
  "IEFA",
  "SPGI",
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "SNA",
  "RTX",
  "RSG",
  "IBM",
  "SYK",
  "SNPS",
  "TMO",
  "TJX",
  "TRV",
  "TYL",
  "VO",
  "MNST",
  "JBL",
  "VIG",
  null,
  "TRGP",
  "TSCO",
  "GGG",
  "TSM",
  "CHPT",
  null,
  "ETR",
  null,
  "EW",
  "VRSK",
  "SF",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "FI",
  "WSO",
  "WEC",
  "AJG",
  "AEP",
  "BKR",
  "ES",
  "LAND",
  "VIGI",
  "AMZN",
  "MSI",
  null,
  null,
  "TPL",
  null,
  "VLO",
  "VXUS",
  "VOO",
  "V",
  "WMT",
  "WELL",
  "WMB",
  "XEL",
  null,
  "FNF",
  "ET",
  "JKHY",
  "NSC",
  "NDSN",
  "SO",
  "SJM",
  null,
  "PSX",
  "CRM",
  "SYY",
  null,
  "MTUM",
  "LNTH",
  null,
  "SPYV",
  null,
  "GWW",
  null,
  "FDX",
  null,
  "STE",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BR",
  "CARR",
  "CASY",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COP",
  "CPRT",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "DVN",
  "DLR",
  "DPZ",
  "RSP",
  null,
  "IJT",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 235
Total Value: 215577980
Accession Number: 0001085146-25-002098
Form Type: 13F-HR
CIK: trueblood-wealth-management
Manager Name: Trueblood-Wealth-Management

Data Enrichment

81% identified

191 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

235 positions • $215.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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ORACLE CORP

ORCL|68389X105

Shares:13.6K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$215.6M)

LINDE PLC

LIN|G54950103

Shares:4.1K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$215.6M)

33733E104

Shares:21.1K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$215.6M)

Walmart Inc.

WMT|931142103

Shares:20.9K

Value:$1.8M

% of Portfolio:0.9% ($1.8M/$215.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:11.8K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$215.6M)

33734X200

Shares:74.0K

Value:$1.8M

% of Portfolio:0.8% ($1.8M/$215.6M)

AMAZON COM INC

AMZN|023135106

Shares:9.1K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$215.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:5.6K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$215.6M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:7.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$215.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:14.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$215.6M)

MCDONALDS CORP

MCD|580135101

Shares:5.3K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$215.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.1K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$215.6M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:29.2K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$215.6M)

33738R886

Shares:76.1K

Value:$1.5M