Dechtman Wealth Management, LLC Purchases in Q3 2024

Dechtman Wealth Management, LLC

  • $482 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
36.5K
+ 361.61%
$214.77 - $237.72 $7.83M - $8.67M
46.5K $11M
VO
Vanguard Mid Cap ETF

ETFs
23.9K
+ 22.89%
$237.84 - $263.83 $5.69M - $6.31M
128K $33.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.36K
+ 3.52%
$475.2 - $527.7 $2.54M - $2.83M
158K $83.2M
MGV
Vanguard Mega Cap Value

ETFs
50.9K
New
$118.0 - $128.28 $6.01M - $6.53M
50.9K $6.53M
AAPL
Apple Inc.

Technology
987
+ 4.41%
$207.23 - $234.82 $205K - $232K
23.4K $5.44M
CL
Colgate Palmolive CO

Consumer Defensive
2.78K
New
$95.54 - $108.77 $265K - $302K
2.78K $288K
MMM
3 M CO

Industrials
1.79K
New
$99.69 - $139.42 $179K - $250K
1.79K $244K
TSLA
Tesla, Inc.

Consumer Cyclical
911
New
$191.76 - $263.26 $175K - $240K
911 $238K
WAL
Western Alliance Bancorporation

Financial Services
42
+ 0.46%
$61.15 - $88.41 $2.57K - $3.71K
9.15K $791K
ABBV
Abb Vie Inc.

Healthcare
389
+ 9.77%
$163.84 - $199.33 $63.7K - $77.5K
4.37K $862K
SCHX
Schwab Strategic Tr Us Large C

ETFs
179
+ 0.63%
$61.11 - $67.85 $10.9K - $12.1K
28.8K $1.95M
UNP
Union Pacific Corp

Industrials
18
+ 0.34%
$221.78 - $256.09 $3.99K - $4.61K
5.31K $1.31M
XOM
Exxon Mobil Corp

Energy
505
+ 3.41%
$109.72 - $119.0 $55.4K - $60.1K
15.3K $1.8M
AXP
American Express CO

Financial Services
7
+ 0.31%
$225.92 - $271.17 $1.58K - $1.9K
2.24K $607K
SBUX
Starbucks Corp

Consumer Cyclical
26
+ 0.59%
$72.51 - $98.6 $1.89K - $2.56K
4.46K $435K
JPM
Jpmorgan Chase & CO

Financial Services
128
+ 2.25%
$194.9 - $224.8 $24.9K - $28.8K
5.83K $1.23M
IBM
International Business Machines Corp

Technology
5
+ 0.34%
$175.1 - $223.38 $876 - $1.12K
1.49K $329K
WMT
Walmart Inc.

Consumer Defensive
12
+ 0.26%
$66.91 - $81.4 $803 - $977
4.6K $371K
NVDA
Nvidia Corp

Technology
927
+ 3.73%
$98.91 - $134.91 $91.7K - $125K
25.7K $3.13M
SCHA
Schwab Strategic Tr Us Small C

ETFs
77
+ 0.68%
$46.9 - $51.96 $3.61K - $4K
11.3K $584K
TGT
Target Corp

Consumer Defensive
40
+ 0.76%
$133.47 - $159.25 $5.34K - $6.37K
5.33K $830K
ABT
Abbott Laboratories

Healthcare
15
+ 0.38%
$100.07 - $118.13 $1.5K - $1.77K
3.99K $455K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.1%
$247.34 - $300.11 $247 - $300
1.02K $303K
CAT
Caterpillar Inc

Industrials
3
+ 0.46%
$316.8 - $391.12 $950 - $1.17K
660 $258K
CINF
Cincinnati Financial Corp

Financial Services
26
+ 1.3%
$115.7 - $138.2 $3.01K - $3.59K
2.02K $274K
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.64%
$233.44 - $279.45 $1.4K - $1.68K
947 $262K
PEP
Pepsico Inc

Consumer Defensive
11
+ 0.22%
$161.9 - $179.3 $1.78K - $1.97K
4.95K $841K
SYK
Stryker Corp

Healthcare
3
+ 0.25%
$315.94 - $371.96 $948 - $1.12K
1.22K $439K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.42%
$391.53 - $469.81 $783 - $940
477 $224K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.12%
$210.25 - $231.86 $421 - $464
1.63K $363K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.39%
$517.38 - $573.86 $1.03K - $1.15K
518 $297K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.14%
$332.02 - $382.76 $664 - $766
1.4K $525K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
13
+ 0.32%
$63.28 - $70.06 $823 - $911
4.12K $288K
V
Visa Inc.

Financial Services
1
+ 0.09%
$253.74 - $291.56 $254 - $292
1.11K $306K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 0.12%
$125.95 - $139.96 $252 - $280
1.7K $237K
HPQ
Hp Inc

Technology
43
+ 0.61%
$32.02 - $38.11 $1.38K - $1.64K
7.04K $252K
EPD
Enterprise Products Partners L.P.

Energy
181
+ 1.81%
$27.88 - $30.0 $5.05K - $5.43K
10.2K $295K
UPS
United Parcel Service Inc

Industrials
39
+ 1.27%
$123.32 - $147.38 $4.81K - $5.75K
3.11K $423K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.43%
$182.15 - $182.15 $2.91K - $2.91K
3.74K $680K
Pimco ETF Tr
233K
New
N/A
233K $0
EMR
Emerson Electric CO

Industrials
7
+ 0.19%
$98.19 - $118.87 $687 - $832
3.78K $413K
GOOGL
Alphabet Inc.

Communication Services
204
+ 6.03%
$148.65 - $191.18 $30.3K - $39K
3.59K $595K
MSFT
Microsoft Corp

Technology
282
+ 3.24%
$395.15 - $467.56 $111K - $132K
8.99K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.25%
$161.02 - $200.0 $6.92K - $8.6K
17.3K $3.23M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dechtman Wealth Management, LLC Portfolio

Follow Dechtman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dechtman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dechtman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email