Dechtman Wealth Management, LLC
CIK 1992316 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $517.4M
- Posisi
- 65
- Per tanggal
- 31 Des. 2024 Data per Q4 2024
#3.691 dari 9.443 berdasarkan nilai 13F · top 39.1%
- Bobot 10 kepemilikan teratas
- 90,60%
- Bobot 25 kepemilikan teratas
- 96,89%
- Posisi di atas 1%
- 11
- Jumlah posisi efektif
- 8,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 65
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
Technology
2,7%
Retail
1,1%
Industrials
0,6%
Financials
0,5%
Energy
0,4%
Healthcare
0,4%
Financial Services
0,3%
Utilities
0,2%
Consumer products
0,2%
Consumer Discretionary
0,2%
Consumer Staples
0,1%
Communication Services
0,1%
Logistics & Transportation
0,1%
Materials
0,1%
Lainnya/Tidak terpetakan
93,0%
Portofolio lengkap 65 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $113.387.330 | 21,91% | 192.613 | Naik ×1 | |||
| VOO | $94.944.660 | 18,35% | 176.212 | Naik ×1 | |||
| SCHG | $63.840.776 | 12,34% | 2.290.663 | Naik ×1 | |||
| CGDV | $58.095.655 | 11,23% | 1.647.636 | Naik ×1 | |||
| VO | $35.552.462 | 6,87% | 134.602 | Naik ×1 | |||
| MGV | $27.109.732 | 5,24% | 217.034 | Naik ×1 | |||
| PYLD | $27.041.241 | 5,23% | 1.043.258 | Naik ×1 | |||
| IJR | $21.130.300 | 4,08% | 183.391 | Naik ×1 | |||
| QQQM Invesco NASDAQ 100 ETF | $14.231.040 | 2,75% | 67.622 | Naik ×1 | |||
| VB | $13.457.671 | 2,60% | 56.008 | Naik ×1 | |||
| AAPL Apple Inc. - Common Stock | $5.833.836 | 1,13% | 23.296 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $3.800.932 | 0,73% | 17.325 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $3.787.074 | 0,73% | 8.985 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $3.568.917 | 0,69% | 26.576 | Naik ×1 | |||
| IWL | $3.542.914 | 0,68% | 24.483 | Naik ×1 | |||
| SCHX | $2.006.395 | 0,39% | 86.557 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1.632.177 | 0,32% | 15.173 | Naik ×1 | |||
| SCHD | $1.517.358 | 0,29% | 55.540 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1.403.485 | 0,27% | 5.855 | Naik ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1.215.278 | 0,23% | 5.329 | Naik ×1 | |||
| XEL Xcel Energy Inc. - Common Stock | $1.089.489 | 0,21% | 16.136 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $810.172 | 0,16% | 4.833 | Naik ×1 | |||
| ABBV AbbVie Inc. Common Stock | $781.851 | 0,15% | 4.400 | Naik ×1 | |||
| VIG | $774.096 | 0,15% | 3.953 | Naik ×1 | |||
| WAL Western Alliance Bancorporation Common Stock (DE) | $767.393 | 0,15% | 9.186 | Naik ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $730.283 | 0,14% | 4.803 | Naik ×1 | |||
| TGT Target Corporation Common Stock | $726.139 | 0,14% | 5.372 | Naik ×1 | |||
| FNDX | $710.260 | 0,14% | 29.994 | Naik ×1 | |||
| FNDA | $687.260 | 0,13% | 23.140 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $679.789 | 0,13% | 3.591 | Naik ×1 | |||
| AXP American Express Company Common Stock | $666.060 | 0,13% | 2.244 | Naik ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $655.576 | 0,13% | 1.685 | Naik ×1 | |||
| SCHA | $583.976 | 0,11% | 22.582 | Naik ×1 | |||
| IWF | $562.592 | 0,11% | 1.401 | Naik ×1 | |||
| IWD | $526.607 | 0,10% | 2.845 | Naik ×1 | |||
| EMR Emerson Electric Company Common Stock | $468.769 | 0,09% | 3.783 | Naik ×1 | |||
| ABT Abbott Laboratories Common Stock | $453.114 | 0,09% | 4.006 | Naik ×1 | |||
| FISV Fiserv, Inc. - Common Stock | $449.459 | 0,09% | 2.188 | Naik ×1 | |||
| SYK Stryker Corporation Common Stock | $439.225 | 0,08% | 1.220 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $415.902 | 0,08% | 4.603 | Naik ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $409.780 | 0,08% | 4.491 | Naik ×1 | |||
| IWR | $372.763 | 0,07% | 4.217 | Naik ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $372.446 | 0,07% | 2.954 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $367.898 | 0,07% | 911 | Naik ×1 | |||
| V Visa Inc. | $352.139 | 0,07% | 1.114 | Naik ×1 | |||
| MRSH Marsh Common Stock | $346.738 | 0,07% | 1.632 | Naik ×1 | |||
| SPY SPY | $332.099 | 0,06% | 567 | Naik ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $329.389 | 0,06% | 678 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $328.868 | 0,06% | 1.496 | Naik ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $324.242 | 0,06% | 10.339 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $309.104 | 0,06% | 852 | Naik ×1 | |||
| APD Air Products and Chemicals, Inc. Common Stock | $296.195 | 0,06% | 1.021 | Naik ×1 | |||
| SPTM | $295.608 | 0,06% | 4.138 | Naik ×1 | |||
| CINF Cincinnati Financial Corporation - Common Stock | $291.805 | 0,06% | 2.031 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $286.764 | 0,06% | 561 | Naik ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $278.507 | 0,05% | 951 | Naik ×1 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $254.553 | 0,05% | 478 | Naik ×1 | |||
| BA Boeing Company (The) Common Stock | $248.508 | 0,05% | 1.404 | Naik ×1 | |||
| MMM 3M Company Common Stock | $231.804 | 0,04% | 1.796 | Naik ×1 | |||
| HPQ HP Inc. Common Stock | $231.000 | 0,04% | 7.079 | Naik ×1 | |||
| BRKB | $228.906 | 0,04% | 505 | Naik ×1 | |||
| YUM Yum! Brands, Inc. | $228.601 | 0,04% | 1.704 | Naik ×1 | |||
| HON Honeywell International Inc. - Common Stock | $215.153 | 0,04% | 952 | Naik ×1 | |||
| CL Colgate-Palmolive Company Common Stock | $211.318 | 0,04% | 2.324 | Naik ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $206.587 | 0,04% | 3.653 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| IVV | $113.387.330 | 192.613 | 21,91% |
| VOO | $94.944.660 | 176.212 | 18,35% |
| SCHG | $63.840.776 | 2.290.663 | 12,34% |
| CGDV | $58.095.655 | 1.647.636 | 11,23% |
| VO | $35.552.462 | 134.602 | 6,87% |
| MGV | $27.109.732 | 217.034 | 5,24% |
| PYLD | $27.041.241 | 1.043.258 | 5,23% |
| IJR | $21.130.300 | 183.391 | 4,08% |
| QQQM | $14.231.040 | 67.622 | 2,75% |
| VB | $13.457.671 | 56.008 | 2,60% |
| AAPL | $5.833.836 | 23.296 | 1,13% |
| AMZN | $3.800.932 | 17.325 | 0,73% |
| MSFT | $3.787.074 | 8.985 | 0,73% |
| NVDA | $3.568.917 | 26.576 | 0,69% |
| IWL | $3.542.914 | 24.483 | 0,68% |