DW
| |
Dechtman Wealth Management, LLC13F | |
| Dechtman Wealth Management, LLC | |
| Last update 2025-02-12 | 65 Stocks (3 new) |
| Value $517.00 Mil | Turnover 13 % |
Dechtman Wealth Management, LL... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 192,613 | 113,387.3 | -0.66% | 21.910 | -0.15% | 0.020 | +19.71% | +7.98% | 636,576.3 | ||
VOO | Vanguard S&P 500 ETF | 176,212 | 94,944.7 | +11.81% | 18.350 | +1.94% | 0.020 | +19.71% | +7.97% | 658,032.1 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 2,290,663 | 63,840.8 | +23.81% | 12.340 | +2.37% | 0.170 | +25.61% | +6.74% | 45,345.5 | ||
CGDV | Capital Group Dividend Value ETF | 1,647,636 | 58,095.7 | -3.29% | 11.230 | -0.42% | 0.440 | +21.84% | +15.17% | 19,682.3 | ||
VO | Vanguard Mid-Cap ETF | 134,602 | 35,552.5 | +4.81% | 6.870 | +0.32% | 0.050 | +16.39% | +9.15% | 80,183.8 | ||
MGV | Vanguard Mega Cap Value ETF | 217,034 | 27,109.7 | +326.13% | 5.240 | +4.01% | 0.340 | +10.12% | +6.91% | 9,110.2 | ||
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 1,043,258 | 27,041.2 | +348.29% | 5.230 | +4.06% | 0.790 | +2.36% | +2.01% | 6,313.9 | ||
IJR | iShares Core S&P Small-Cap ETF | 183,391 | 21,130.3 | -0.90% | 4.080 | -0.04% | 0.020 | +17.16% | -1.41% | 82,221.5 | ||
QQQM | Invesco NASDAQ 100 ETF | 67,622 | 14,231.0 | -46.47% | 2.750 | -2.41% | 0.030 | +26.26% | +9.79% | 55,086.9 | ||
VB | Vanguard Small Cap ETF | 56,008 | 13,457.7 | +20.33% | 2.600 | +0.44% | 0.020 | +18.28% | +2.64% | 61,525.5 |
Dechtman Wealth Management, LLC's Historical Top Holdings Breakdowns
Dechtman Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2024-12-31 | Sold Out Sold Out | -4.65% | 37.06 ($39.09) 41.2 | $42.99 | 9.98% | Sold Out | 0 | -547,949 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2024-12-31 | Add Add | +4.06% | 25.84 ($26.15) 26.53 | $26.44 | 1.11% | Add 348.29% | 1,043,258 | 810,537 | |
MGV | Vanguard Mega Cap Value ETF | 2024-12-31 | Add Add | +4.01% | 124.06 ($129.08) 133.48 | $132.15 | 2.38% | Add 326.13% | 217,034 | 166,103 | |
QQQM | Invesco NASDAQ 100 ETF | 2024-12-31 | Reduce Reduce | -2.41% | 198.2 ($208.35) 221.51 | $231.05 | 10.90% | Reduce -46.47% | 67,622 | -58,710 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-12-31 | Add Add | +2.37% | 25.71 ($27.37) 29.1 | $29.69 | 8.48% | Add 23.81% | 2,290,663 | 440,559 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add Add | +1.94% | 521.84 ($541.94) 558.82 | $577.95 | 6.64% | Add 11.81% | 176,212 | 18,611 | |
IWL | iShares Russell Top 200 ETF | 2024-12-31 | Reduce Reduce | -1.77% | 138.92 ($144.79) 149.97 | $155.50 | 7.40% | Reduce -71.46% | 24,483 | -61,305 | |
VB | Vanguard Small Cap ETF | 2024-12-31 | Add Add | +0.44% | 233.76 ($246.23) 261.58 | $244.81 | -0.58% | Add 20.33% | 56,008 | 9,464 | |
CGDV | Capital Group Dividend Value ETF | 2024-12-31 | Reduce Reduce | -0.42% | 35.16 ($36.39) 37.12 | $40.61 | 11.60% | Reduce -3.29% | 1,647,636 | -56,087 | |
VO | Vanguard Mid-Cap ETF | 2024-12-31 | Add Add | +0.32% | 261.5 ($271.69) 284.63 | $285.92 | 5.24% | Add 4.81% | 134,602 | 6,182 |
Dechtman Wealth Management, LLC Total Holding History ($B)
Dechtman Wealth Management, LLC's Asset Allocation
Dechtman Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Dechtman Wealth Management, LLC's Hypothetical Growth since 2024-12-31
Dechtman Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Dechtman Wealth Management, LLC's Holdings Heat Map
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Dechtman Wealth Management, LLC's Holdings Bubble Chart
Dechtman Wealth Management, LLC News
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