Dechtman Wealth Management, LLC Purchases in Q4 2024

Dechtman Wealth Management, LLC

  • $490 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
166K
+ 326.13%
$124.06 - $133.48 $20.6M - $22.2M
217K $27.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.83M
+ 395.25%
$25.93 - $105.3 $47.4M - $193M
2.29M $63.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.6K
+ 11.81%
$521.84 - $558.82 $9.71M - $10.4M
176K $94.9M
VB
Vanguard Small Cap ETF

ETFs
9.46K
+ 20.33%
$233.76 - $261.58 $2.21M - $2.48M
56K $13.5M
VO
Vanguard Mid Cap ETF

ETFs
6.18K
+ 4.81%
$261.5 - $284.63 $1.62M - $1.76M
135K $35.6M
NVDA
Nvidia Corp

Technology
828
+ 3.22%
$117.0 - $148.88 $96.9K - $123K
26.6K $3.57M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
505
New
$442.29 - $483.08 $223K - $244K
505 $228K
HON
Honeywell International Inc

Industrials
952
New
$202.84 - $236.0 $193K - $225K
952 $215K
BMY
Bristol Myers Squibb CO

Healthcare
3.65K
New
$51.92 - $59.94 $190K - $219K
3.65K $206K
JPM
Jpmorgan Chase & CO

Financial Services
26
+ 0.45%
$205.18 - $250.29 $5.33K - $6.51K
5.86K $1.4M
AXP
American Express CO

Financial Services
5
+ 0.22%
$267.35 - $305.57 $1.34K - $1.53K
2.24K $665K
SCHX
Schwab Strategic Tr Us Large C

ETFs
57.8K
+ 200.98%
$22.4 - $68.28 $1.29M - $3.95M
86.6K $2.01M
EMR
Emerson Electric CO

Industrials
6
+ 0.16%
$108.13 - $134.33 $649 - $806
3.78K $468K
CAT
Caterpillar Inc

Industrials
192
+ 29.09%
$360.37 - $416.88 $69.2K - $80K
852 $309K
V
Visa Inc.

Financial Services
1
+ 0.09%
$273.87 - $320.91 $274 - $321
1.11K $352K
XEL
Xcel Energy Inc

Utilities
138
+ 0.86%
$62.16 - $72.92 $8.58K - $10.1K
16.1K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
215
+ 5.75%
N/A
3.95K $720K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.14%
$370.24 - $418.94 $740 - $838
1.4K $562K
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 9.46%
$567.81 - $607.81 $27.8K - $29.8K
567 $332K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.21%
$473.15 - $574.01 $473 - $574
478 $254K
EPD
Enterprise Products Partners L.P.

Energy
173
+ 1.7%
$28.66 - $34.43 $4.96K - $5.96K
10.3K $324K
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.59%
$132.86 - $160.16 $1.59K - $1.92K
2.03K $291K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.42%
$280.08 - $307.97 $1.12K - $1.23K
951 $278K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.36%
$481.22 - $538.17 $962 - $1.08K
561 $286K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14
+ 0.34%
$69.3 - $74.3 $970 - $1.04K
4.14K $295K
Pimco ETF Tr
811K
+ 348.29%
N/A
1.04M $0
SYK
Stryker Corp

Healthcare
3
+ 0.25%
$345.14 - $392.15 $1.04K - $1.18K
1.22K $439K
IBM
International Business Machines Corp

Technology
4
+ 0.27%
$204.9 - $238.04 $820 - $952
1.5K $328K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.2K
+ 98.98%
$25.33 - $51.16 $285K - $575K
22.6K $583K
ABT
Abbott Laboratories

Healthcare
14
+ 0.35%
$111.93 - $119.39 $1.57K - $1.67K
4.01K $453K
FNDX
Schwab Fundamental U S Large C

ETFs
20K
+ 201.42%
$23.49 - $71.77 $471K - $1.44M
30K $710K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.1%
$285.5 - $335.62 $286 - $336
1.02K $296K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.06%
$130.36 - $139.54 $130 - $140
1.7K $228K
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.53%
$183.23 - $199.79 $2.75K - $3K
2.85K $526K
MMM
3 M CO

Industrials
4
+ 0.22%
$124.74 - $137.12 $499 - $548
1.8K $231K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.06%
$209.89 - $233.24 $210 - $233
1.63K $346K
HPQ
Hp Inc

Technology
42
+ 0.6%
$32.46 - $39.3 $1.36K - $1.65K
7.08K $230K
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.54%
$385.02 - $431.37 $3.47K - $3.88K
1.69K $655K
WAL
Western Alliance Bancorporation

Financial Services
37
+ 0.4%
$80.51 - $96.1 $2.98K - $3.56K
9.19K $767K
PG
Procter & Gamble CO

Consumer Defensive
10
+ 0.21%
$161.05 - $179.7 $1.61K - $1.8K
4.83K $810K
SBUX
Starbucks Corp

Consumer Cyclical
27
+ 0.6%
$87.44 - $102.5 $2.36K - $2.77K
4.49K $409K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.2K
+ 202.82%
$26.93 - $84.95 $1M - $3.16M
55.5K $1.52M
LMT
Lockheed Martin Corp

Industrials
4
+ 0.59%
$479.66 - $614.62 $1.92K - $2.46K
678 $329K
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.69%
$164.99 - $203.87 $4.95K - $6.12K
4.4K $781K
UNP
Union Pacific Corp

Industrials
16
+ 0.3%
$223.15 - $249.32 $3.57K - $3.99K
5.33K $1.22M
TGT
Target Corp

Consumer Defensive
44
+ 0.83%
$121.59 - $160.69 $5.35K - $7.07K
5.37K $726K
FNDA
Schwab Fundamental U S Small C

ETFs
2.23K
+ 10.64%
$29.26 - $59.11 $65.1K - $132K
23.1K $687K
Activity Summary
Buys All Purchases 48 New Holdings 3 Increased Positions 45 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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