Trueblood Wealth Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 23, 2024
Value $: $199M
Signature - Title: Phillip G. Trueblood - Managing Partner
Location: Lima, OH
Summary: This page shows a list of all the recent 13F filings made by Trueblood Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Trueblood Wealth Management, LLC reported 231 stock holdings with total value $199M as of Q3 2024. Top holdings included JPM, AAPL, MSFT, ACN, and SDVY.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	231	$199M	+$13.3M	-$3.43M	+$9.91M	JPM, AAPL, MSFT, ACN, SDVY	13F-HR	10/23/2024, 05:09 PM
Q2 2024	218	$177M	+$8.15M	-$4.01M	+$4.13M	JPM, AAPL, MSFT, ACN, CVX	13F-HR	8/7/2024, 07:22 PM
Q1 2024	224	$175M	+$11.7M	-$9.36M	+$2.38M	JPM, AAPL, MSFT, ACN, CVX	13F-HR	4/26/2024, 12:31 PM
Q4 2023	208	$159M	$0	$0		JPM, AAPL, MSFT, ACN, UNH	13F-HR	1/18/2024, 09:40 AM