StockDriftsStockDriftsTop 50 Trueblood Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 4.73% | 41.1K | $12.1M | -2.15%(-903) | $157.56(+90.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.4% | 34.3K | $8.7M | -0.90%(-312) | $182.30(+63.95%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.1% | 14.5K | $5.4M | +0.75%(+108) | $352.13(+15.08%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.8% | 24.0K | $4.6M | +6.31%(+1.43K) | $174.58(+16.23%) | 2026-03-31 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 1.68% | 168.0K | $4.3M | +3.11%(+5.06K) | $23.89(+13.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.6% | 23.4K | $4.1M | +1.80%(+413) | $77.37(+191.87%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 1.55% | 5.6K | $4.0M | +0.50%(+28) | $289.16(+212.04%) | 2026-03-31 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 1.48% | 41.0K | $3.8M | +0.14%(+56) | $71.98(+28.67%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 1.47% | 95.4K | $3.8M | +1.22%(+1.15K) | $32.45(+26.64%) | 2026-03-31 | |
| FGD | FIRST TR EXCHANGE-TRADED FD | 1.25% | 100.4K | $3.2M | +6.84%(+6.42K) | $23.21(+44.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.92% | +36.46% |
| Top 20 Holdings Unweighted | +10.00% | +33.11% |
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