Fund HoldingsTrueblood Wealth Management, LLC

Total Portfolio Value
$215.58M
Total Bought
$26.22M
Total Sold
$8.72M
Net Transaction
+$17.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
GALLAGHER ARTHUR J & CO(AJG)09,808+9,80803,3861.57%+3,386
REPUBLIC SVCS INC(RSG)9,08810,497+1,4091,8282,5421.18%+714
CUMMINS INC(CMI)02,088+2,08806540.30%+654
VISA INC(V)2,6143,957+1,3438261,3870.64%+561
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
98,308123,564+25,2562,3832,9311.36%+548
BROWN & BROWN INC(BRO)018,689+18,68902,3251.08%+2,325
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
14,69717,961+3,2642,5753,1111.44%+536
CAPITAL GROUP INTERNATIONAL
SHS
23,86940,464+16,5956571,1860.55%+530
WALMART INC(WMT)14,87920,905+6,0261,3441,8350.85%+491
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
49,24367,733+18,4901,4391,9190.89%+480
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
28,08043,692+15,6129821,4590.68%+477
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
27,98042,105+14,1258291,3010.60%+472
FIRST TR EXCHANGE-TRADED FD
DORSEY WRIGHT
56,09576,110+20,0151,0751,5220.71%+447
STRYKER CORPORATION(SYK)3,1404,022+8821,1311,4970.69%+367
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
19,57029,625+10,0556901,0560.49%+366
VANECK ETF TRUST
GOLD MINERS ETF
026,901+26,90101,2370.57%+1,237
CHUBB LIMITED
COM
04,991+4,99101,5070.70%+1,507
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
073,977+73,97701,7900.83%+1,790
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT CSMR
04,036+4,03603470.16%+347
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT BASC
03,845+3,84503260.15%+326
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT FINL
06,078+6,07803250.15%+325
CINTAS CORP(CTAS)05,075+5,07501,0430.48%+1,043
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
20,00431,068+11,0647441,0640.49%+321
LINDE PLC(LIN)04,063+4,06301,8920.88%+1,892
BERKSHIRE HATHAWAY INC DEL2,9203,077+1571,3241,6390.76%+315
CASEYS GEN STORES INC(CASY)1,5952,156+5616329360.43%+304
T-MOBILE US INC(TMUS)3,4293,970+5417571,0590.49%+302
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
05,004+5,00402950.14%+295
CHEVRON CORP NEW(CVX)015,022+15,02202,5131.17%+2,513
ISHARES TR
CORE MSCI EAFE
11,96114,635+2,6748411,1070.51%+267
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
14,86120,694+5,8338781,1350.53%+258
NIKE INC(NKE)04,027+4,02702560.12%+256
VANGUARD WHITEHALL FDS5,9248,709+2,7854747220.34%+248
AMPHENOL CORP NEW8,88413,190+4,3066178650.40%+248
WELLTOWER INC(WELL)09,049+9,04901,3860.64%+1,386
COSTCO WHSL CORP NEW(COST)1,3851,597+2121,2691,5100.70%+241
WATSCO INC(WSO)03,994+3,99402,0300.94%+2,030
FIDELITY NATIONAL FINANCIAL(FNF)03,645+3,64502370.11%+237
ABBVIE INC(ABBV)06,306+6,30601,3210.61%+1,321
GE AEROSPACE(GE)01,168+1,16802340.11%+234
VANGUARD INDEX FDS2,3362,887+5511,2591,4840.69%+225
RTX CORPORATION(RTX)01,656+1,65602190.10%+219
ENTERGY CORP NEW(ETR)02,555+2,55502180.10%+218
MR COOPER GROUP INC01,822+1,82202180.10%+218
DOMINOS PIZZA INC(DPZ)0474+47402180.10%+218
3M CO(MMM)01,475+1,47502170.10%+217
BANK AMERICA CORP05,140+5,14002140.10%+214
AUTOMATIC DATA PROCESSING IN5,1105,587+4771,4961,7070.79%+211
MEDTRONIC PLC(MDT)02,324+2,32402090.10%+209
MONSTER BEVERAGE CORP NEW(MNST)03,506+3,50602050.10%+205
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,399+1,39902040.09%+204
VANGUARD SPECIALIZED FUNDS3,1474,195+1,0486168140.38%+198
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
048,993+48,99301,1990.56%+1,199
INTERNATIONAL BUSINESS MACHS(IBM)3,2873,642+3557229060.42%+183
TJX COS INC NEW(TJX)5,1616,606+1,4456248050.37%+181
ISHARES INC
CORE MSCI EMKT
14,88317,702+2,8197779550.44%+178
EXXON MOBIL CORP014,009+14,00901,6660.77%+1,666
WEC ENERGY GROUP INC(WEC)010,871+10,87101,1850.55%+1,185
BROADRIDGE FINL SOLUTIONS IN(BR)6,8447,030+1861,5471,7050.79%+157
BOSTON SCIENTIFIC CORP(BSX)04,321+4,32104360.20%+436
ELEVANCE HEALTH INC(ELV)02,364+2,36401,0280.48%+1,028
FIRST TR LRG CP VL ALPHADEX
COM SHS
35,34237,233+1,8912,7022,8571.33%+154
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT INDS
1,5362,822+1,2862363890.18%+152
META PLATFORMS INC(META)8441,120+2764946460.30%+151
MCDONALDS CORP(MCD)05,297+5,29701,6550.77%+1,655
QUALCOMM INC(QCOM)011,781+11,78101,8100.84%+1,810
VANGUARD INDEX FDS2,0852,693+6085516960.32%+146
JOHNSON & JOHNSON(JNJ)08,167+8,16701,3540.63%+1,354
MARATHON PETE CORP(MPC)05,623+5,62308190.38%+819
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT ENRG
5,3938,623+3,2302393770.17%+137
SNAP ON INC(SNA)3,6674,085+4181,2451,3770.64%+132
GRAINGER W W INC(GWW)0668+66806600.31%+660
CINCINNATI FINL CORP(CINF)017,701+17,70102,6151.21%+2,615
ABBOTT LABS5,9666,071+1056758050.37%+131
COCA COLA CO(KO)011,817+11,81708460.39%+846
S&P GLOBAL INC(SPGI)01,385+1,38507040.33%+704
AMERICAN ELEC PWR CO INC06,730+6,73007350.34%+735
INTUIT(INTU)01,940+1,94001,1910.55%+1,191
LANTHEUS HLDGS INC(LNTH)011,037+11,03701,0770.50%+1,077
TESLA INC(TSLA)1,0111,955+9444085070.24%+98
PROGRESSIVE CORP(PGR)01,437+1,43704070.19%+407
MARSH & MCLENNAN COS INC(MRSH)1,0541,311+2572243200.15%+96
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
013,959+13,95908170.38%+817
SOUTHERN CO(SO)09,633+9,63308860.41%+886
ISHARES TR11,59813,956+2,3587238140.38%+92
FISERV INC(FISV)2,5822,801+2195306190.29%+88
UNITEDHEALTH GROUP INC(UNH)04,413+4,41302,3111.07%+2,311
TRACTOR SUPPLY CO(TSCO)029,175+29,17501,6080.75%+1,608
EDWARDS LIFESCIENCES CORP04,949+4,94903590.17%+359
PROCTER AND GAMBLE CO(PG)08,251+8,25101,4060.65%+1,406
STERIS PLC(STE)04,468+4,46801,0130.47%+1,013
PHILIP MORRIS INTL INC(PM)02,424+2,42403850.18%+385
CME GROUP INC(CME)1,8881,922+344385100.24%+71
MONDELEZ INTL INC(MDLZ)08,805+8,80505970.28%+597
AT&T INC(T)012,115+12,11503430.16%+343
VANGUARD STAR FDS014,727+14,72709150.42%+915
ANALOG DEVICES INC(ADI)09,823+9,82301,9810.92%+1,981
ISHARES TR
MSCI USA MMENTM
2,6152,967+3525416000.28%+59
DEERE & CO(DE)01,279+1,27906000.28%+600
FASTENAL CO(FAST)010,343+10,34308020.37%+802
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