The Analysis of Trueblood Wealth Management, LLC's Holdings & P&L


Currently, Trueblood Wealth Management, LLC holds 261 types of securities in its portfolio with a total value $286.5M. In the most recent quarter, they have increased their positions in KLAC (+3.8K shares, valued at $1.2M), VO (+12.8K shares, valued at $1.0M), TXN (+1.9K shares, valued at $574.3K); decreased their positions in AMD (-1.5K shares, valued at $878.3K), SYK (-1.3K shares, valued at $412.7K), CTAS (-1.9K shares, valued at $323.3K); initiated new positions in TXN (+1.9K shares, valued at $574.3K), RDDT (+2.2K shares, valued at $390.0K), FERG (+1.4K shares, valued at $330.9K).


1M P&L
-6.1M-2.50%
3M P&L
+385.2K+0.16%
HY P&L
+17.9M+8.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A94.5M
39.1%
2Semiconductors17.8M
7.4%
3Consumer Electronics10.0M
4.1%

Top Industries by Stock Count

1N/A75 stocks
33.3%
2Semiconductors10 stocks
4.4%
3Specialty Industrial Machinery9 stocks
4.0%
Stock Holdings
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-0.59%
Shares40.9K
Event2026-06-30
Filed2026-07-27
AAPL
APPLE INC
0.93%
Shares34.6K
Event2026-06-30
Filed2026-07-27
CAT
CATERPILLAR INC
-0.64%
Shares5.6K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORP
2.61%
Shares14.9K
Event2026-06-30
Filed2026-07-27
RSP
INVESCO EXCHANGE TRADED FD T
5.11%
Shares25.3K
Event2026-06-30
Filed2026-07-27
RDVI
FIRST TR EXCHANGE-TRADED FD
4.12%
Shares174.9K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
8.35%
Shares25.4K
Event2026-06-30
Filed2026-07-27
CGGO
CAPITAL GROUP GBL GROWTH EQT
4.32%
Shares99.3K
Event2026-06-30
Filed2026-07-27
SDVY
FIRST TR EXCHANGE TRADED FD
2.05%
Shares97.3K
Event2026-06-30
Filed2026-07-27
FTA
FIRST TR EXCHANGE-TRADED ALP
1.26%
Shares41.5K
Event2026-06-30
Filed2026-07-27
FGD
FIRST TR EXCHANGE-TRADED FD
6.47%
Shares106.9K
Event2026-06-30
Filed2026-07-27
ADI
ANALOG DEVICES INC
3.61%
Shares8.5K
Event2026-06-30
Filed2026-07-27
CINF
CINCINNATI FINL CORP
0.02%
Shares17.7K
Event2026-06-30
Filed2026-07-27
VOO
VANGUARD INDEX FDS
6.79%
Shares4.6K
Event2026-06-30
Filed2026-07-27
CGUS
CAPITAL GROUP CORE EQUITY ET
3.81%
Shares67.0K
Event2026-06-30
Filed2026-07-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.65%
Shares5.9K
Event2026-06-30
Filed2026-07-27
IFV
FIRST TR EXCHANGE TRADED FD
3.02%
Shares98.7K
Event2026-06-30
Filed2026-07-27
APH
AMPHENOL CORP
1.74%
Shares15.0K
Event2026-06-30
Filed2026-07-27
WMT
WALMART INC
0.89%
Shares22.2K
Event2026-06-30
Filed2026-07-27
BROADCOM INC
BROADCOM INC
14.66%
Shares6.5K
Event2026-06-30
Filed2026-07-27
ABBVIE INC
ABBVIE INC
0.84%
Shares9.7K
Event2026-06-30
Filed2026-07-27
CGDG
CAPITAL GROUP DIVIDEND GROWE
4.82%
Shares64.2K
Event2026-06-30
Filed2026-07-27
LIN
LINDE PLC
2.74%
Shares4.6K
Event2026-06-30
Filed2026-07-27
CGGR
CAPITAL GROUP GROWTH ETF
5.98%
Shares50.5K
Event2026-06-30
Filed2026-07-27
RSG
REPUBLIC SVCS INC
2.26%
Shares11.2K
Event2026-06-30
Filed2026-07-27
CVX
CHEVRON CORPORATION
0.54%
Shares14.3K
Event2026-06-30
Filed2026-07-27
GS
GOLDMAN SACHS GROUP INC
1.88%
Shares2.3K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
9.67%
Shares23.0K
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INC
1.45%
Shares6.2K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INC
-2.29%
Shares8.9K
Event2026-06-30
Filed2026-07-27
SLYV
SPDR SERIES TRUST
0.25%
Shares19.1K
Event2026-06-30
Filed2026-07-27
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.98%
Shares59.6K
Event2026-06-30
Filed2026-07-27
JNJ
JOHNSON & JOHNSON
1.45%
Shares8.1K
Event2026-06-30
Filed2026-07-27
IEMG
ISHARES INC
7.04%
Shares24.7K
Event2026-06-30
Filed2026-07-27
CASY
CASEYS GEN STORES INC
0.08%
Shares2.6K
Event2026-06-30
Filed2026-07-27
CGIE
CAPITAL GROUP INTERNATIONAL
2.59%
Shares54.6K
Event2026-06-30
Filed2026-07-27
FV
FIRST TR EXCHANGE TRADED FD
2.20%
Shares26.0K
Event2026-06-30
Filed2026-07-27
CMI
CUMMINS INC
1.22%
Shares2.7K
Event2026-06-30
Filed2026-07-27
CGDV
CAPITAL GROUP DIVIDEND VALUE
-0.51%
Shares39.6K
Event2026-06-30
Filed2026-07-27
WELL
WELLTOWER INC
2.94%
Shares8.5K
Event2026-06-30
Filed2026-07-27
SNA
SNAP ON INC
0.72%
Shares4.7K
Event2026-06-30
Filed2026-07-27
VISA INC
VISA INC
-0.86%
Shares5.4K
Event2026-06-30
Filed2026-07-27
ORACLE CORP
ORACLE CORP
3.74%
Shares12.5K
Event2026-06-30
Filed2026-07-27
CHUBB LIMITED
CHUBB LIMITED
-0.11%
Shares5.4K
Event2026-06-30
Filed2026-07-27
VANECK ETF TRUST
VANECK ETF TRUST
0.14%
Shares24.3K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
EXXON MOBIL CORP
0.44%
Shares13.2K
Event2026-06-30
Filed2026-07-27
FTCS
FIRST TR EXCHANGE-TRADED FD
0.25%
Shares19.1K
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INC DEL
-2.50%
Shares3.4K
Event2026-06-30
Filed2026-07-27
AJG
GALLAGHER ARTHUR J & CO
-0.52%
Shares7.4K
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.44%
Shares1.8K
Event2026-06-30
Filed2026-07-27
IJH
ISHARES TR
9.77%
Shares21.4K
Event2026-06-30
Filed2026-07-27
MPC
MARATHON PETE CORP
8.63%
Shares6.4K
Event2026-06-30
Filed2026-07-27
HD
HOME DEPOT INC
-0.43%
Shares4.6K
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INC
0.48%
Shares4.6K
Event2026-06-30
Filed2026-07-27
SDVD
FIRST TR EXCHANGE-TRADED FD
10.98%
Shares62.3K
Event2026-06-30
Filed2026-07-27
AMD
ADVANCED MICRO DEVICES INC
-38.25%
Shares2.4K
Event2026-06-30
Filed2026-07-27
VXUS
VANGUARD STAR FDS
2.63%
Shares16.6K
Event2026-06-30
Filed2026-07-27
KNG
FIRST TR EXCHANGE-TRADED FD
10.65%
Shares27.8K
Event2026-06-30
Filed2026-07-27
FTQI
FIRST TR EXCHANGE TRADED FD
16.95%
Shares63.0K
Event2026-06-30
Filed2026-07-27
MCD
MCDONALDS CORP
2.80%
Shares5.1K
Event2026-06-30
Filed2026-07-27
FAST
FASTENAL CO
0.87%
Shares28.9K
Event2026-06-30
Filed2026-07-27
MTUM
ISHARES TR
6.56%
Shares4.0K
Event2026-06-30
Filed2026-07-27
VO
VANGUARD INDEX FDS
323.71%
Shares16.8K
Event2026-06-30
Filed2026-07-27
AXP
AMERICAN EXPRESS CO
-0.15%
Shares3.9K
Event2026-06-30
Filed2026-07-27
KLAC
KLA CORP
714.39%
Shares4.4K
Event2026-06-30
Filed2026-07-27
TJX
TJX COS INC NEW
5.24%
Shares8.5K
Event2026-06-30
Filed2026-07-27
NSC
NORFOLK SOUTHN CORP
0.27%
Shares4.0K
Event2026-06-30
Filed2026-07-27
JEPI
J P MORGAN EXCHANGE TRADED F
1.80%
Shares22.4K
Event2026-06-30
Filed2026-07-27
AIRR
FIRST TR EXCHANGE TRADED FD
-0.17%
Shares9.3K
Event2026-06-30
Filed2026-07-27
MRVL
MARVELL TECHNOLOGY INC
-0.12%
Shares4.1K
Event2026-06-30
Filed2026-07-27
FTGC
FIRST TR EXCHANGE TRAD FD VI
1.09%
Shares45.4K
Event2026-06-30
Filed2026-07-27
CISCO SYS INC
CISCO SYS INC
23.62%
Shares10.4K
Event2026-06-30
Filed2026-07-27
VIG
VANGUARD SPECIALIZED FUNDS
2.80%
Shares5.1K
Event2026-06-30
Filed2026-07-27
BKR
BAKER HUGHES COMPANY
-3.35%
Shares21.7K
Event2026-06-30
Filed2026-07-27
SMDV
PROSHARES TR
0.52%
Shares15.6K
Event2026-06-30
Filed2026-07-27
NDAQ
NASDAQ INC
-0.41%
Shares15.2K
Event2026-06-30
Filed2026-07-27
QCOM
QUALCOMM INC
-1.01%
Shares6.5K
Event2026-06-30
Filed2026-07-27
IJR
ISHARES TR
8.27%
Shares8.0K
Event2026-06-30
Filed2026-07-27
DWAS
INVESCO EXCH TRADED FD TR II
0.00%
Shares9.3K
Event2026-06-30
Filed2026-07-27
VIGI
VANGUARD WHITEHALL FDS
4.88%
Shares12.6K
Event2026-06-30
Filed2026-07-27
SPLV
INVESCO EXCH TRADED FD TR II
0.38%
Shares15.0K
Event2026-06-30
Filed2026-07-27
WEC
WEC ENERGY GROUP INC
0.51%
Shares9.6K
Event2026-06-30
Filed2026-07-27
PG
PROCTER & GAMBLE CO
-1.99%
Shares7.6K
Event2026-06-30
Filed2026-07-27
PIZ
INVESCO EXCH TRADED FD TR II
2.45%
Shares20.0K
Event2026-06-30
Filed2026-07-27
IBM
INTERNATIONAL BUSINESS MACHS
-3.38%
Shares3.9K
Event2026-06-30
Filed2026-07-27
OKE
ONEOK INC NEW
-1.87%
Shares12.4K
Event2026-06-30
Filed2026-07-27
RDVY
FIRST TR EXCHANGE TRADED FD
-0.16%
Shares13.3K
Event2026-06-30
Filed2026-07-27
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-4.53%
Shares1.4K
Event2026-06-30
Filed2026-07-27
TSLA
TESLA INC
17.25%
Shares2.5K
Event2026-06-30
Filed2026-07-27
MS
MORGAN STANLEY
9.38%
Shares5.0K
Event2026-06-30
Filed2026-07-27
CARR
CARRIER GLOBAL CORPORATION
0.18%
Shares14.0K
Event2026-06-30
Filed2026-07-27
PIE
INVESCO EXCH TRADED FD TR II
2.63%
Shares30.2K
Event2026-06-30
Filed2026-07-27
LANTHEUS HLDGS INC
LANTHEUS HLDGS INC
-17.71%
Shares9.1K
Event2026-06-30
Filed2026-07-27
KKR
KKR & CO INC
0.06%
Shares10.9K
Event2026-06-30
Filed2026-07-27
LLY
ELI LILLY & CO
-0.96%
Shares825
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
NEXTERA ENERGY INC
0.70%
Shares11.1K
Event2026-06-30
Filed2026-07-27
SYK
STRYKER CORPORATION
-29.80%
Shares3.1K
Event2026-06-30
Filed2026-07-27
JBL
JABIL INC
-2.33%
Shares2.4K
Event2026-06-30
Filed2026-07-27
PANW
PALO ALTO NETWORKS INC
0.18%
Shares2.7K
Event2026-06-30
Filed2026-07-27
ELV
ELEVANCE HEALTH INC FORMERLY
0.63%
Shares2.4K
Event2026-06-30
Filed2026-07-27
KO
COCA COLA CO
0.81%
Shares11.4K
Event2026-06-30
Filed2026-07-27
SMH
VANECK ETF TRUST
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-27
WSO
WATSCO INC
-1.70%
Shares2.2K
Event2026-06-30
Filed2026-07-27
GWW
WW GRAINGER INC
7.37%
Shares670
Event2026-06-30
Filed2026-07-27
MSI
MOTOROLA SOLUTIONS INC
-0.14%
Shares2.2K
Event2026-06-30
Filed2026-07-27
STE
STERIS PLC
0.12%
Shares4.2K
Event2026-06-30
Filed2026-07-27
QUANTA SVCS INC
QUANTA SVCS INC
0.74%
Shares1.2K
Event2026-06-30
Filed2026-07-27
PRN
INVESCO EXCHANGE TRADED FD T
1.18%
Shares3.3K
Event2026-06-30
Filed2026-07-27
FVD
FIRST TR EXCHANGE-TRADED FD
1.71%
Shares18.0K
Event2026-06-30
Filed2026-07-27
AEP
AMERICAN ELEC PWR CO INC
0.06%
Shares6.2K
Event2026-06-30
Filed2026-07-27
MRK
MERCK & CO INC
0.53%
Shares6.6K
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
SOUTHERN CO
0.30%
Shares8.6K
Event2026-06-30
Filed2026-07-27
ETN
EATON CORP PLC
4.89%
Shares1.9K
Event2026-06-30
Filed2026-07-27
WRB
BERKLEY W R CORP
3.00%
Shares11.3K
Event2026-06-30
Filed2026-07-27
COP
CONOCOPHILLIPS
0.07%
Shares7.5K
Event2026-06-30
Filed2026-07-27
C
CITIGROUP INC
0.42%
Shares5.5K
Event2026-06-30
Filed2026-07-27
MTSI
MACOM TECH SOLUTIONS HLDGS I
0.00%
Shares2.0K
Event2026-06-30
Filed2026-07-27
DE
DEERE & CO
0.34%
Shares1.2K
Event2026-06-30
Filed2026-07-27
CTAS
CINTAS CORP
-29.98%
Shares4.4K
Event2026-06-30
Filed2026-07-27
BR
BROADRIDGE FINL SOLUTIONS IN
-16.07%
Shares5.5K
Event2026-06-30
Filed2026-07-27
FXU
FIRST TR EXCHANGE-TRADED FD
0.41%
Shares15.0K
Event2026-06-30
Filed2026-07-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-18.64%
Shares6.0K
Event2026-06-30
Filed2026-07-27
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-27
PH
PARKER-HANNIFIN CORP
0.00%
Shares724
Event2026-06-30
Filed2026-07-27
SHW
SHERWIN WILLIAMS CO
0.75%
Shares2.0K
Event2026-06-30
Filed2026-07-27
FVC
FIRST TR EXCHANGE TRADED FD
0.00%
Shares15.7K
Event2026-06-30
Filed2026-07-27
MU
MICRON TECHNOLOGY INC
-8.36%
Shares581
Event2026-06-30
Filed2026-07-27
INTC
INTEL CORP
-2.55%
Shares4.8K
Event2026-06-30
Filed2026-07-27
TMO
THERMO FISHER SCIENTIFIC INC
-13.09%
Shares1.3K
Event2026-06-30
Filed2026-07-27
LMT
LOCKHEED MARTIN CORP
0.16%
Shares1.3K
Event2026-06-30
Filed2026-07-27
FYX
FIRST TR EXCHANGE-TRADED ALP
0.30%
Shares4.4K
Event2026-06-30
Filed2026-07-27
BA
BOEING CO
0.56%
Shares2.9K
Event2026-06-30
Filed2026-07-27
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
2.04%
Shares1.5K
Event2026-06-30
Filed2026-07-27
DHR
DANAHER CORP DEL
0.52%
Shares3.3K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
META PLATFORMS INC
0.83%
Shares1.1K
Event2026-06-30
Filed2026-07-27
EMR
EMERSON ELEC CO
-21.40%
Shares4.3K
Event2026-06-30
Filed2026-07-27
ADP
AUTOMATIC DATA PROCESSING IN
0.62%
Shares2.7K
Event2026-06-30
Filed2026-07-27
PEP
PEPSICO INC
0.90%
Shares4.5K
Event2026-06-30
Filed2026-07-27
ISRG
INTUITIVE SURGICAL INC
7.77%
Shares1.5K
Event2026-06-30
Filed2026-07-27
KEYS
KEYSIGHT TECHNOLOGIES INC
-0.52%
Shares1.7K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
1.75%
Shares1.2K
Event2026-06-30
Filed2026-07-27
PXI
INVESCO EXCHANGE TRADED FD T
1.08%
Shares10.8K
Event2026-06-30
Filed2026-07-27
IJT
ISHARES TR
0.12%
Shares3.3K
Event2026-06-30
Filed2026-07-27
MPLX
MPLX LP
4.70%
Shares10.4K
Event2026-06-30
Filed2026-07-27
TSCO
TRACTOR SUPPLY CO
-34.31%
Shares18.4K
Event2026-06-30
Filed2026-07-27
PYZ
INVESCO EXCHANGE TRADED FD T
1.65%
Shares4.6K
Event2026-06-30
Filed2026-07-27
TXN
TEXAS INSTRS INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-27
CORTEVA INC
CORTEVA INC
69.17%
Shares6.7K
Event2026-06-30
Filed2026-07-27
BRO
BROWN & BROWN INC
-30.47%
Shares8.7K
Event2026-06-30
Filed2026-07-27
GD
GENERAL DYNAMICS CORP
0.26%
Shares1.6K
Event2026-06-30
Filed2026-07-27
SOFI
SOFI TECHNOLOGIES INC
116.61%
Shares30.5K
Event2026-06-30
Filed2026-07-27
CME
CME GROUP INC
3.10%
Shares2.5K
Event2026-06-30
Filed2026-07-27
SPYV
SPDR SERIES TRUST
0.15%
Shares8.8K
Event2026-06-30
Filed2026-07-27
FXG
FIRST TR EXCHANGE-TRADED FD
0.11%
Shares8.4K
Event2026-06-30
Filed2026-07-27
S&P GLOBAL INC
S&P GLOBAL INC
0.39%
Shares1.3K
Event2026-06-30
Filed2026-07-27
VZ
VERIZON COMMUNICATIONS INC
-1.16%
Shares12.1K
Event2026-06-30
Filed2026-07-27
FXH
FIRST TR EXCHANGE-TRADED FD
11.69%
Shares4.1K
Event2026-06-30
Filed2026-07-27
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
-0.13%
Shares1.5K
Event2026-06-30
Filed2026-07-27
MDYV
SPDR SERIES TRUST
-0.02%
Shares5.2K
Event2026-06-30
Filed2026-07-27
BX
BLACKSTONE INC
-4.47%
Shares4.1K
Event2026-06-30
Filed2026-07-27
O
REALTY INCOME CORP
0.66%
Shares7.8K
Event2026-06-30
Filed2026-07-27
DUK
DUKE ENERGY CORP NEW
0.69%
Shares3.8K
Event2026-06-30
Filed2026-07-27
PM
PHILIP MORRIS INTL INC
7.42%
Shares2.6K
Event2026-06-30
Filed2026-07-27
QQQ
INVESCO QQQ TR
0.79%
Shares635
Event2026-06-30
Filed2026-07-27
PFI
INVESCO EXCHANGE TRADED FD T
0.94%
Shares7.7K
Event2026-06-30
Filed2026-07-27
MDLZ
MONDELEZ INTL INC
-2.65%
Shares8.0K
Event2026-06-30
Filed2026-07-27
WMB
WILLIAMS COS INC
0.66%
Shares6.2K
Event2026-06-30
Filed2026-07-27
FEM
FIRST TR EXCH TRD ALPHDX FD
0.56%
Shares14.4K
Event2026-06-30
Filed2026-07-27
PEZ
INVESCO EXCHANGE TRADED FD T
-0.07%
Shares4.4K
Event2026-06-30
Filed2026-07-27
GE
GE AEROSPACE
0.85%
Shares1.2K
Event2026-06-30
Filed2026-07-27
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares4.9K
Event2026-06-30
Filed2026-07-27
NDSN
NORDSON CORP
0.07%
Shares1.4K
Event2026-06-30
Filed2026-07-27
IWM
ISHARES TR
0.14%
Shares1.4K
Event2026-06-30
Filed2026-07-27
IJK
ISHARES TR
0.08%
Shares3.6K
Event2026-06-30
Filed2026-07-27
KMI
KINDER MORGAN INC DEL
0.66%
Shares12.4K
Event2026-06-30
Filed2026-07-27
FDL
FIRST TR EXCHANGE-TRADED FD
-0.15%
Shares8.1K
Event2026-06-30
Filed2026-07-27
FXR
FIRST TR EXCHANGE-TRADED FD
0.12%
Shares4.3K
Event2026-06-30
Filed2026-07-27
UNP
UNION PAC CORP
-0.14%
Shares1.4K
Event2026-06-30
Filed2026-07-27
RDDT
REDDIT INC
New
Shares2.2K
Event2026-06-30
Filed2026-07-27
DVN
DEVON ENERGY CORP NEW
16.05%
Shares9.4K
Event2026-06-30
Filed2026-07-27
SHOP
SHOPIFY INC
-3.18%
Shares3.4K
Event2026-06-30
Filed2026-07-27
ABT
ABBOTT LABORATORIES
-36.84%
Shares4.2K
Event2026-06-30
Filed2026-07-27
ATO
ATMOS ENERGY CORP
56.98%
Shares2.2K
Event2026-06-30
Filed2026-07-27
GILD
GILEAD SCIENCES INC
-31.51%
Shares3.0K
Event2026-06-30
Filed2026-07-27
TRGP
TARGA RES CORP
0.50%
Shares1.4K
Event2026-06-30
Filed2026-07-27
ARES CAPITAL CORP
ARES CAPITAL CORP
2.12%
Shares20.1K
Event2026-06-30
Filed2026-07-27
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-27
GEV
GE VERNOVA INC
1.30%
Shares312
Event2026-06-30
Filed2026-07-27
ET
ENERGY TRANSFER L P
0.00%
Shares18.8K
Event2026-06-30
Filed2026-07-27
PTF
INVESCO EXCHANGE TRADED FD T
0.96%
Shares2.6K
Event2026-06-30
Filed2026-07-27
ETR
ENTERGY CORP NEW
0.00%
Shares3.1K
Event2026-06-30
Filed2026-07-27
TDIV
FIRST TR EXCHANGE TRADED FD
-1.42%
Shares3.1K
Event2026-06-30
Filed2026-07-27
DIS
DISNEY WALT CO
2.14%
Shares3.6K
Event2026-06-30
Filed2026-07-27
ADVANCED DRAIN SYS INC DEL
ADVANCED DRAIN SYS INC DEL
0.14%
Shares2.2K
Event2026-06-30
Filed2026-07-27
CATX
PERSPECTIVE THERAPEUTICS INC
0.69%
Shares99.7K
Event2026-06-30
Filed2026-07-27
NTRS
NORTHERN TR CORP
-42.69%
Shares2.0K
Event2026-06-30
Filed2026-07-27
DLR
DIGITAL RLTY TR INC
0.21%
Shares1.9K
Event2026-06-30
Filed2026-07-27
GRAB
GRAB HOLDINGS LIMITED
1.48%
Shares88.6K
Event2026-06-30
Filed2026-07-27
TPL
TEXAS PACIFIC LAND CORPORATI
0.13%
Shares760
Event2026-06-30
Filed2026-07-27
FERG
FERGUSON ENTERPRISES INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-27
XEL
XCEL ENERGY INC
0.98%
Shares4.1K
Event2026-06-30
Filed2026-07-27
AMGN
AMGEN INC
35.44%
Shares902
Event2026-06-30
Filed2026-07-27
VLO
VALERO ENERGY CORP
0.16%
Shares1.2K
Event2026-06-30
Filed2026-07-27
SHV
ISHARES TR
12.46%
Shares2.9K
Event2026-06-30
Filed2026-07-27
PSX
PHILLIPS 66
0.33%
Shares1.8K
Event2026-06-30
Filed2026-07-27
ITW
ILLINOIS TOOL WKS INC
0.46%
Shares1.1K
Event2026-06-30
Filed2026-07-27
SNXFX
ATAIBECKLEY INC
12.20%
Shares56.1K
Event2026-06-30
Filed2026-07-27
SLV
ISHARES SILVER TR
0.00%
Shares5.5K
Event2026-06-30
Filed2026-07-27
BAC
BANK OF AMER CORP
-4.48%
Shares5.1K
Event2026-06-30
Filed2026-07-27
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-27
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
5.07%
Shares4.6K
Event2026-06-30
Filed2026-07-27
DCI
DONALDSON INC
New
Shares3.2K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
14.69%
Shares2.9K
Event2026-06-30
Filed2026-07-27
ES
EVERSOURCE ENERGY
-0.87%
Shares4.0K
Event2026-06-30
Filed2026-07-27
FDX
FEDEX CORP
0.88%
Shares914
Event2026-06-30
Filed2026-07-27
PGR
PROGRESSIVE CORP
-5.03%
Shares1.3K
Event2026-06-30
Filed2026-07-27
INTU
INTUIT
-7.90%
Shares1.1K
Event2026-06-30
Filed2026-07-27
QTEC
FIRST TR EXCHANGE-TRADED FD
New
Shares841
Event2026-06-30
Filed2026-07-27
XLV
SELECT SECTOR SPDR TR
10.43%
Shares1.8K
Event2026-06-30
Filed2026-07-27
KMB
KIMBERLY-CLARK CORP
-31.83%
Shares2.5K
Event2026-06-30
Filed2026-07-27
DJT
TRUMP MEDIA & TECHNOLOGY GRO
0.00%
Shares35.0K
Event2026-06-30
Filed2026-07-27
RKT
ROCKET COS INC
0.00%
Shares17.2K
Event2026-06-30
Filed2026-07-27
SOUN
SOUNDHOUND AI INC
0.00%
Shares41.2K
Event2026-06-30
Filed2026-07-27
APD
AIR PRODUCTS AND CHEMICALS I
-1.84%
Shares907
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
RTX CORPORATION
-2.51%
Shares1.4K
Event2026-06-30
Filed2026-07-27
ALIBABA GROUP HLDG LTD
ALIBABA GROUP HLDG LTD
0.29%
Shares2.7K
Event2026-06-30
Filed2026-07-27
SPYG
SPDR SERIES TRUST
0.09%
Shares2.2K
Event2026-06-30
Filed2026-07-27
ZOETIS INC
ZOETIS INC
16.30%
Shares3.6K
Event2026-06-30
Filed2026-07-27
SJM
SMUCKER J M CO
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-27
IYM
ISHARES TR
0.21%
Shares1.5K
Event2026-06-30
Filed2026-07-27
3M CO
3M CO
0.63%
Shares1.6K
Event2026-06-30
Filed2026-07-27
FNX
FIRST TR EXCHANGE-TRADED ALP
0.17%
Shares1.8K
Event2026-06-30
Filed2026-07-27
USB
US BANCORP
2.80%
Shares4.2K
Event2026-06-30
Filed2026-07-27
TER
TERADYNE INC
New
Shares521
Event2026-06-30
Filed2026-07-27
AFL
AFLAC INC
0.00%
Shares2.1K
Event2026-06-30
Filed2026-07-27
UBER
UBER TECHNOLOGIES INC
0.35%
Shares3.5K
Event2026-06-30
Filed2026-07-27
CPRT
COPART INC
-0.09%
Shares8.7K
Event2026-06-30
Filed2026-07-27
USMV
ISHARES TR
-0.16%
Shares2.5K
Event2026-06-30
Filed2026-07-27
LMBS
FIRST TR EXCHANGE-TRADED FD
0.38%
Shares4.8K
Event2026-06-30
Filed2026-07-27
ZS
ZSCALER INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-27
SLYG
SPDR SERIES TRUST
New
Shares2.0K
Event2026-06-30
Filed2026-07-27
T
AT&T INC
-6.23%
Shares11.2K
Event2026-06-30
Filed2026-07-27
ARES MANAGEMENT CORPORATION
ARES MANAGEMENT CORPORATION
-13.05%
Shares2.1K
Event2026-06-30
Filed2026-07-27
GGG
GRACO INC
0.37%
Shares3.0K
Event2026-06-30
Filed2026-07-27
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-1.14%
Shares1.6K
Event2026-06-30
Filed2026-07-27
AMRZ
AMRIZE LTD
New
Shares4.2K
Event2026-06-30
Filed2026-07-27
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares439
Event2026-06-30
Filed2026-07-27
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
0.63%
Shares1.9K
Event2026-06-30
Filed2026-07-27
SERVICENOW INC
SERVICENOW INC
13.96%
Shares2.2K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
APPLIED MATLS INC
New
Shares308
Event2026-06-30
Filed2026-07-27
HBAN
HUNTINGTON BANCSHARES INC
1.25%
Shares12.5K
Event2026-06-30
Filed2026-07-27
AXON
AXON ENTERPRISE INC
New
Shares395
Event2026-06-30
Filed2026-07-27
SYY
SYSCO CORP
New
Shares2.6K
Event2026-06-30
Filed2026-07-27
EOG
EOG RES INC
-0.31%
Shares1.6K
Event2026-06-30
Filed2026-07-27
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares6.2K
Event2026-06-30
Filed2026-07-27
FBT
FIRST TR EXCHANGE-TRADED FD
New
Shares840
Event2026-06-30
Filed2026-07-27
PDBC
INVESCO ACTVELY MNGD ETC FD
0.00%
Shares12.2K
Event2026-06-30
Filed2026-07-27
ETHA
ISHARES ETHEREUM TR
0.00%
Shares16.1K
Event2026-06-30
Filed2026-07-27
NU
NU HLDGS LTD
New
Shares12.9K
Event2026-06-30
Filed2026-07-27
FMNB
FARMERS NATIONAL BANC CORP
New
Shares11.6K
Event2026-06-30
Filed2026-07-27
LAND
GLADSTONE LD CORP
0.00%
Shares14.0K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Trueblood Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo