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Size ($ in 1000's)
At 03/31/2024: $428,605
At 12/31/2023: $380,230
Dechtman Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dechtman Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Dechtman Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Dechtman Wealth Management LLC.
In the Dechtman Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Dechtman Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Dechtman Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
190,632 |
+815 |
$100,221 | | IVV | 190,632 | +815 | $100,221 | | VANGUARD INDEX FDS (VOO) |
142,479 |
+14,407 |
$68,490 | | VOO | 142,479 | +14,407 | $68,490 | | SCHWAB STRATEGIC TR |
507,288 |
+34,640 |
$47,036 | | SCHG | 507,288 | +34,640 | $47,036 | | SCHWAB STRATEGIC TR |
460,593 |
-98,999 |
$37,138 | | SCHD | 460,593 | -98,999 | $37,138 | | VANGUARD INDEX FDS (VO) |
105,305 |
+2,698 |
$26,311 | | VO | 105,305 | +2,698 | $26,311 | | ISHARES TR (IQLT) |
597,070 |
-29,504 |
$23,680 | | IQLT | 597,070 | -29,504 | $23,680 | | CAPITAL GROUP DIVIDEND VALUE |
675,708 |
+41,808 |
$21,961 | | CGDV | 675,708 | +41,808 | $21,961 | | ISHARES TR (IJR) |
193,351 |
-5,181 |
$21,369 | | IJR | 193,351 | -5,181 | $21,369 | | INVESCO EXCH TRADED FD TR II (QQQM) |
113,768 |
+29,319 |
$20,784 | | QQQM | 113,768 | +29,319 | $20,784 | | ISHARES TR (IWL) |
92,078 |
-942 |
$11,705 | | IWL | 92,078 | -942 | $11,705 | | SCHWAB STRATEGIC TR |
93,522 |
-1,807 |
$5,334 | | FNDA | 93,522 | -1,807 | $5,334 | | APPLE INC |
30,763 |
-1,983 |
$5,275 | | AAPL | 30,763 | -1,983 | $5,275 | | MICROSOFT CORP |
8,627 |
-114 |
$3,629 | | MSFT | 8,627 | -114 | $3,629 | | AMAZON COM INC |
16,917 |
-109 |
$3,051 | | AMZN | 16,917 | -109 | $3,051 | | VANGUARD WORLD FD (MGV) |
20,856 |
+20,856 |
$2,493 | | MGV | 20,856 | +20,856 | $2,493 | | NVIDIA CORPORATION |
2,401 |
+1,791 |
$2,170 | | NVDA | 2,401 | +1,791 | $2,170 | | CAPITAL GRP FIXED INCM ETF T (CGCP) |
93,731 |
+93,731 |
$2,105 | | CGCP | 93,731 | +93,731 | $2,105 | | SCHWAB STRATEGIC TR |
28,579 |
+90 |
$1,774 | | SCHX | 28,579 | +90 | $1,774 | | EXXON MOBIL CORP |
14,911 |
+5,970 |
$1,733 | | XOM | 14,911 | +5,970 | $1,733 | | PACER FDS TR |
27,311 |
+27,311 |
$1,343 | | CALF | 27,311 | +27,311 | $1,343 | | UNION PAC CORP |
5,259 |
UNCH |
$1,293 | | UNP | 5,259 | UNCH | $1,293 | | JPMORGAN CHASE & CO |
5,670 |
+453 |
$1,136 | | JPM | 5,670 | +453 | $1,136 | | PEPSICO INC |
5,452 |
+14 |
$954 | | PEP | 5,452 | +14 | $954 | | TARGET CORP |
5,249 |
+34 |
$930 | | TGT | 5,249 | +34 | $930 | | PROCTER AND GAMBLE CO |
5,676 |
+14 |
$921 | | PG | 5,676 | +14 | $921 | | XCEL ENERGY INC |
16,570 |
+82 |
$891 | | XEL | 16,570 | +82 | $891 | | ABBVIE INC |
4,114 |
+35 |
$749 | | ABBV | 4,114 | +35 | $749 | | VANGUARD SPECIALIZED FUNDS (VIG) |
4,098 |
-52 |
$748 | | VIG | 4,098 | -52 | $748 | | SCHWAB STRATEGIC TR |
10,049 |
+43 |
$677 | | FNDX | 10,049 | +43 | $677 | | HOME DEPOT INC |
1,688 |
+10 |
$647 | | HD | 1,688 | +10 | $647 | | ISHARES TR (IWR) |
7,196 |
-430 |
$605 | | IWR | 7,196 | -430 | $605 | | CHEVRON CORP NEW |
3,720 |
+40 |
$587 | | CVX | 3,720 | +40 | $587 | | WESTERN ALLIANCE BANCORP |
9,054 |
+59 |
$581 | | WAL | 9,054 | +59 | $581 | | SCHWAB STRATEGIC TR |
11,272 |
-4,679 |
$555 | | SCHA | 11,272 | -4,679 | $555 | | ISHARES TR (IWD) |
2,884 |
+12 |
$517 | | IWD | 2,884 | +12 | $517 | | AMERICAN EXPRESS CO |
2,226 |
+7 |
$507 | | AXP | 2,226 | +7 | $507 | | ALPHABET INC |
3,254 |
+104 |
$491 | | GOOGL | 3,254 | +104 | $491 | | ABBOTT LABS |
4,146 |
+20 |
$471 | | ABT | 4,146 | +20 | $471 | | ISHARES TR (IWF) |
1,396 |
+2 |
$470 | | IWF | 1,396 | +2 | $470 | | LOCKHEED MARTIN CORP |
1,013 |
+19 |
$461 | | LMT | 1,013 | +19 | $461 | | UNITED PARCEL SERVICE INC |
2,948 |
+30 |
$438 | | UPS | 2,948 | +30 | $438 | | EMERSON ELEC CO |
3,763 |
+6 |
$427 | | EMR | 3,763 | +6 | $427 | | STRYKER CORPORATION |
1,192 |
+2 |
$427 | | SYK | 1,192 | +2 | $427 | | STARBUCKS CORP |
4,406 |
+26 |
$403 | | SBUX | 4,406 | +26 | $403 | | TRAVELERS COMPANIES INC |
1,660 |
+9 |
$382 | | TRV | 1,660 | +9 | $382 | | FISERV INC |
2,188 |
UNCH |
$350 | | FI | 2,188 | UNCH | $350 | | MARSH & MCLENNAN COS INC |
1,628 |
+2 |
$335 | | MMC | 1,628 | +2 | $335 | | VISA INC |
1,032 |
+1,032 |
$288 | | V | 1,032 | +1,032 | $288 | | ENTERPRISE PRODS PARTNERS L |
9,811 |
+183 |
$286 | | EPD | 9,811 | +183 | $286 | | INVESCO QQQ TR |
642 |
+642 |
$285 | | QQQ | 642 | +642 | $285 |
See Full List: All Stocks Held By Dechtman Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Dechtman Wealth Management LLC
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