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CIK: 0001992316
Total reported value
$517.4M
$517.4M
61 檔
61.4%
At the close of Q2 2024, Dechtman Wealth Management, LLC disclosed equity holdings valued at approximately $517.4M, spread across 61 reported holdings.
During Q2 2024, Dechtman Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.81% | — | +2.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.02% | — | +6.86% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 12.87% | — | +158.27% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 11.62% | — | +1.63% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.73% | — | +14.33% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.65% | — | -0.76% | |
| 7 | IQLT | Ishares Msci International Q | ETF-Other | 5.30% | — | +1.65% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.48% | — | -2.91% | |
| 9 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 2.68% | — | -2.63% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.13% | — | -1.68% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.05% | — | -27.25% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | — | +0.95% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | — | +2.16% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | — | +933.78% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | — | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.43% | — | — | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | — | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | — | -0.56% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | — | -96.09% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.27% | — | +0.68% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | +0.55% | |
| 22 | XEL | Xcel Energy Inc | Stock-Utilities | 0.20% | — | +1.00% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | — | -9.45% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | — | -13.92% | |
| 25 | TGT | Target CORP | Stock-Consumer Disc | 0.17% | — | +0.74% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | — | -3.23% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | — | -9.18% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.15% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | — | +4.00% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | — | +2.13% | |
| 31 | WAL | Western Alliance Bancorp | Stock-Financials | 0.13% | — | +0.59% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.12% | — | — | |
| 33 | AXP | American Express Co | Stock-Financials | 0.12% | — | +0.27% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | — | +0.07% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.11% | — | -0.76% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.09% | — | +4.00% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.09% | — | +0.19% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.09% | — | -4.08% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.09% | — | +1.85% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.09% | — | -31.56% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | — | -19.94% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.08% | — | +0.73% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.08% | — | +0.06% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.07% | — | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | — | +0.68% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | — | +0.16% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | +7.75% | |
| 48 | EPD | Enterprise Products Partners | Stock-Energy | 0.06% | — | +1.77% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | — | — | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.06% | — | +0.34% |
According to official SEC Form 13F filings, Dechtman Wealth Management, LLC reported a total U.S. public equity portfolio value of $517.4M across 61 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, CGDV) accounted for 61.4% of total reported equity market value during Q2 2024.
During Q2 2024, Dechtman Wealth Management, LLC's top holdings by market value included IVV (23.8%)、VOO (17.0%)、CGDV (12.9%). The largest single position, IVV, represented 23.8% of total portfolio value.
In Q2 2024, Dechtman Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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