DR
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Decker Retirement Planning Inc.13F | |
Decker Retirement Planning Inc. | |
Last update 2025-04-24 | 213 Stocks (45 new) |
Value $161.00 Mil | Turnover 69 % |
Decker Retirement Planning Inc... Top Holdings of 2025-03-31
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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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 806,565 | 81,196.9 | New Holding | 50.570 | +50.57% | 0.190 | +1.06% | +2.39% | 51,425.9 | ||
SPY | SPDR S&P 500 ETF Trust | 21,238 | 11,880.3 | -55.56% | 7.400 | -9.03% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
GDX | VanEck Gold Miners ETF | 181,357 | 8,337.0 | +35,252.24% | 5.190 | +5.18% | 0.060 | +10.49% | +58.77% | 15,945.7 | ||
XLF | Financial Select Sector SPDR | 163,725 | 8,155.1 | +2.47% | 5.080 | +0.12% | 0.020 | +11.66% | +10.65% | 52,128.0 | ||
GILD | Gilead Sciences Inc | 43,158 | 4,835.8 | +13,471.70% | 3.010 | +2.99% | 0.000 | +7.51% | +24.68% | 141,260.6 | Drug Manufacturers | |
TSLA | Tesla Inc | 12,911 | 3,346.0 | +15.05% | 2.080 | +0.27% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts | |
TPR | Tapestry Inc | 46,918 | 3,303.5 | -10.81% | 2.060 | -0.22% | 0.020 | +64.70% | +68.57% | 22,673.5 | Retail - Cyclical | |
ACIW | ACI Worldwide Inc | 59,658 | 3,263.9 | New Holding | 2.030 | +2.03% | 0.060 | -11.02% | -11.46% | 4,821.2 | Software | |
AXON | Axon Enterprise Inc | 6,156 | 3,237.8 | +22.56% | 2.020 | +0.37% | 0.010 | +22.24% | +18.66% | 54,901.9 | Aerospace & Defense | |
VTI | Vanguard Total Stock Market ETF | 11,771 | 3,235.2 | -10.97% | 2.020 | -0.24% | 0.000 | +18.95% | +8.50% | 478,431.4 |
Decker Retirement Planning Inc.'s Historical Top Holdings Breakdowns
Decker Retirement Planning Inc.'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 |
---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +50.57% | 100.34 ($100.51) 100.68 | $100.63 | 0.12% | New holding | 806,565 | 806,565 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -9.03% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | Reduce -55.56% | 21,238 | -26,554 | |
AAL | American Airlines Group Inc | 2025-03-31 | Sold Out Sold Out | -5.50% | 10.55 ($15.06) 18.66 | $12.68 | -15.80% | Sold Out | 0 | -543,996 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | Add Add | +5.18% | 34.58 ($40.44) 45.97 | $53.84 | 33.14% | Add 35252.24% | 181,357 | 180,844 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -5.02% | 209.68 ($231.67) 247.1 | $214.29 | -7.50% | Reduce -97.77% | 788 | -34,531 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-03-31 | Reduce Reduce | -4.72% | 192.6 ($216.89) 233.2 | $226.55 | 4.45% | Reduce -99.97% | 10 | -36,228 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Sold Out Sold Out | -4.59% | 206.38 ($226.74) 242.18 | $260.29 | 14.80% | Sold Out | 0 | -33,992 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -3.71% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | Reduce -99.98% | 3 | -12,499 | |
ZIM |
ZIM Integrated Shipping Services Ltd
ZIM Integrated Shipping Services Ltd
| 2025-03-31 | Sold Out Sold Out | -3.20% | 14.59 ($18.78) 23.31 | $16.56 | -11.82% | Sold Out | 0 | -256,587 | |
GILD | Gilead Sciences Inc | 2025-03-31 | Add Add | +2.99% | 89.14 ($103.18) 117.41 | $113.56 | 10.06% | Add 13471.7% | 43,158 | 42,840 |
Decker Retirement Planning Inc. Total Holding History ($B)
Decker Retirement Planning Inc.'s Asset Allocation
Decker Retirement Planning Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Decker Retirement Planning Inc.'s Hypothetical Growth since 2025-03-31
Decker Retirement Planning Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Decker Retirement Planning Inc.'s Holdings Heat Map
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Decker Retirement Planning Inc.'s Holdings Bubble Chart
Decker Retirement Planning Inc. News
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