Dechtman Wealth Management, LLC Portfolio Holdings

Dechtman Wealth Management, LLC

  • $482 Million
  • Q3 2024

Dechtman Wealth Management, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $482 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $112M, Vanguard Index Fds S&P 500 ETF with a value of $83.2M, Capital Group Divid Value ETF with a value of $62.1M, Schwab Strategic Tr Us Large C with a value of $48.2M, and Vanguard Mid Cap ETF with a value of $33.9M.

Examining the 13F form we can see an increase of $34.9M in the current position value, from $447M to 482M.

Dechtman Wealth Management, LLC is based out at Centennial, CO

Below you can find more details about Dechtman Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $482 Million
ETFs: $448 Million
Technology: $13.3 Million
Consumer Cyclical: $4.82 Million
Financial Services: $3.79 Million
Industrials: $3.51 Million
Consumer Defensive: $3.17 Million
Energy: $2.09 Million
Healthcare: $1.76 Million
Other: $1.94 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$1.31 Million 0.27% of portfolio
5,313
Q3 2024 Added 0.34%
$36.8B
$1.04 Million 0.22% of portfolio
15,998
Q3 2024 Reduced 4.4%
$63.5B
$830,000 0.17% of portfolio
5,328
Q3 2024 Added 0.76%
$124B
$435,000 0.09% of portfolio
4,464
Q3 2024 Added 0.59%
$148B
$439,000 0.09% of portfolio
1,217
Q3 2024 Added 0.25%
$83.3B
$423,000 0.09% of portfolio
3,105
Q3 2024 Added 1.27%
$76.8B
$413,000 0.09% of portfolio
3,777
Q3 2024 Added 0.19%
$108B
$363,000 0.08% of portfolio
1,631
Q3 2024 Added 0.12%
$121B
$393,000 0.08% of portfolio
674
Q3 2024 Reduced 16.89%
$79.5B
$273,000 0.06% of portfolio
2,188
Q2 2023 New
$72.3B
$288,000 0.06% of portfolio
2,778
Q3 2024 New
$74.4B
$303,000 0.06% of portfolio
1,020
Q3 2024 Added 0.1%
$71B
$295,000 0.06% of portfolio
10,166
Q3 2024 Added 1.81%
$21.8B
$274,000 0.06% of portfolio
2,019
Q3 2024 Added 1.3%
$58B
$224,000 0.05% of portfolio
477
Q3 2024 Added 0.42%
$37.1B
$237,000 0.05% of portfolio
1,703
Q3 2024 Added 0.12%
$196B
$258,000 0.05% of portfolio
660
Q3 2024 Added 0.46%
$84.1B
$244,000 0.05% of portfolio
1,792
Q3 2024 New
$33.6B
$252,000 0.05% of portfolio
7,037
Q3 2024 Added 0.61%
$105B
$213,000 0.04% of portfolio
1,404
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $482 Million
  • Prior Value $447 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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