Dechtman Wealth Management, LLC

CIK 1992316 · Ver em SEC EDGAR ↗

Valor do portfólio
$517.4M
#3.690 de 9.443 por valor 13F · top 39.1%
Posições
65
Em
31 de Dezembro de 2024 Dados em Q4 2024
Peso das 10 principais posições
90,60%
Peso das 25 principais posições
96,89%
Posições acima de 1%
11
Número efetivo de posições
8,1

Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)

Novas posições
65
Aumentou
0
Diminuído
0
Fechado
0
Nesta página

Distribuição setorial

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%
Outros/Não mapeado
93,0%

Portfólio completo 65 posições

Tipo Sequência Tendência de 8T
IVV $113.387.330 21,91% 192.613 Alta ×1
VOO $94.944.660 18,35% 176.212 Alta ×1
SCHG $63.840.776 12,34% 2.290.663 Alta ×1
CGDV $58.095.655 11,23% 1.647.636 Alta ×1
VO $35.552.462 6,87% 134.602 Alta ×1
MGV $27.109.732 5,24% 217.034 Alta ×1
PYLD $27.041.241 5,23% 1.043.258 Alta ×1
IJR $21.130.300 4,08% 183.391 Alta ×1
QQQM Invesco NASDAQ 100 ETF $14.231.040 2,75% 67.622 Alta ×1
VB $13.457.671 2,60% 56.008 Alta ×1
AAPL Apple Inc. - Common Stock $5.833.836 1,13% 23.296 Alta ×1
AMZN Amazon.com, Inc. - Common Stock $3.800.932 0,73% 17.325 Alta ×1
MSFT Microsoft Corporation - Common Stock $3.787.074 0,73% 8.985 Alta ×1
NVDA NVIDIA Corporation - Common Stock $3.568.917 0,69% 26.576 Alta ×1
IWL $3.542.914 0,68% 24.483 Alta ×1
SCHX $2.006.395 0,39% 86.557 Alta ×1
XOM Exxon Mobil Corporation Common Stock $1.632.177 0,32% 15.173 Alta ×1
SCHD $1.517.358 0,29% 55.540 Alta ×1
JPM JP Morgan Chase & Co. Common Stock $1.403.485 0,27% 5.855 Alta ×1
UNP Union Pacific Corporation Common Stock $1.215.278 0,23% 5.329 Alta ×1
XEL Xcel Energy Inc. - Common Stock $1.089.489 0,21% 16.136 Alta ×1
PG Procter & Gamble Company (The) Common Stock $810.172 0,16% 4.833 Alta ×1
ABBV AbbVie Inc. Common Stock $781.851 0,15% 4.400 Alta ×1
VIG $774.096 0,15% 3.953 Alta ×1
WAL Western Alliance Bancorporation Common Stock (DE) $767.393 0,15% 9.186 Alta ×1
PEP PepsiCo, Inc. - Common Stock $730.283 0,14% 4.803 Alta ×1
TGT Target Corporation Common Stock $726.139 0,14% 5.372 Alta ×1
FNDX $710.260 0,14% 29.994 Alta ×1
FNDA $687.260 0,13% 23.140 Alta ×1
GOOGL Alphabet Inc. - Class A Common Stock $679.789 0,13% 3.591 Alta ×1
AXP American Express Company Common Stock $666.060 0,13% 2.244 Alta ×1
HD Home Depot, Inc. (The) Common Stock $655.576 0,13% 1.685 Alta ×1
SCHA $583.976 0,11% 22.582 Alta ×1
IWF $562.592 0,11% 1.401 Alta ×1
IWD $526.607 0,10% 2.845 Alta ×1
EMR Emerson Electric Company Common Stock $468.769 0,09% 3.783 Alta ×1
ABT Abbott Laboratories Common Stock $453.114 0,09% 4.006 Alta ×1
FISV Fiserv, Inc. - Common Stock $449.459 0,09% 2.188 Alta ×1
SYK Stryker Corporation Common Stock $439.225 0,08% 1.220 Alta ×1
WMT Walmart Inc. - Common Stock $415.902 0,08% 4.603 Alta ×1
SBUX Starbucks Corporation - Common Stock $409.780 0,08% 4.491 Alta ×1
IWR $372.763 0,07% 4.217 Alta ×1
UPS United Parcel Service, Inc. Common Stock $372.446 0,07% 2.954 Alta ×1
TSLA Tesla, Inc. - Common Stock $367.898 0,07% 911 Alta ×1
V Visa Inc. $352.139 0,07% 1.114 Alta ×1
MRSH Marsh Common Stock $346.738 0,07% 1.632 Alta ×1
SPY SPY $332.099 0,06% 567 Alta ×1
LMT Lockheed Martin Corporation Common Stock $329.389 0,06% 678 Alta ×1
IBM International Business Machines Corporation Common Stock $328.868 0,06% 1.496 Alta ×1
EPD Enterprise Products Partners L.P. Common Stock $324.242 0,06% 10.339 Alta ×1
CAT Caterpillar, Inc. Common Stock $309.104 0,06% 852 Alta ×1
APD Air Products and Chemicals, Inc. Common Stock $296.195 0,06% 1.021 Alta ×1
SPTM $295.608 0,06% 4.138 Alta ×1
CINF Cincinnati Financial Corporation - Common Stock $291.805 0,06% 2.031 Alta ×1
QQQ Invesco QQQ Trust, Series 1 $286.764 0,06% 561 Alta ×1
ADP Automatic Data Processing, Inc. - Common Stock $278.507 0,05% 951 Alta ×1
AMP Ameriprise Financial, Inc. Common Stock $254.553 0,05% 478 Alta ×1
BA Boeing Company (The) Common Stock $248.508 0,05% 1.404 Alta ×1
MMM 3M Company Common Stock $231.804 0,04% 1.796 Alta ×1
HPQ HP Inc. Common Stock $231.000 0,04% 7.079 Alta ×1
BRKB $228.906 0,04% 505 Alta ×1
YUM Yum! Brands, Inc. $228.601 0,04% 1.704 Alta ×1
HON Honeywell International Inc. - Common Stock $215.153 0,04% 952 Alta ×1
CL Colgate-Palmolive Company Common Stock $211.318 0,04% 2.324 Alta ×1
BMY Bristol-Myers Squibb Company Common Stock $206.587 0,04% 3.653 Alta ×1

Maiores novas apostas

Novas posições abertas neste trimestre, maiores primeiro.

Título Valor Ações % do portfólio
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%