Dechtman Wealth Management, LLC Portfolio Holdings

Dechtman Wealth Management, LLC

  • $490 Million
  • Q4 2024

Dechtman Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $490 Million distributed in 65 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 $113M, Vanguard Index Fds S&P 500 ETF with a value of $94.9M, Schwab Strategic Tr Us Large C with a value of $63.8M, Capital Group Divid Value ETF with a value of $58.1M, and Vanguard Mid Cap ETF with a value of $35.6M.

Examining the 13F form we can see an increase of $7.9M in the current position value, from $482M to 490M.

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 $490 Million
ETFs: $454 Million
Technology: $14 Million
Consumer Cyclical: $5.46 Million
Financial Services: $4.31 Million
Industrials: $3.67 Million
Consumer Defensive: $2.89 Million
Energy: $1.96 Million
Healthcare: $1.88 Million
Other: $2.06 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$153B
$1.22 Million 0.25% of portfolio
5,329
Q4 2024 Added 0.3%
$37.5B
$1.09 Million 0.22% of portfolio
16,136
Q4 2024 Added 0.86%
$198B
$730,000 0.15% of portfolio
4,803
Q4 2024 Reduced 2.93%
$58.9B
$726,000 0.15% of portfolio
5,372
Q4 2024 Added 0.83%
$72.9B
$468,000 0.1% of portfolio
3,783
Q4 2024 Added 0.16%
$146B
$439,000 0.09% of portfolio
1,220
Q4 2024 Added 0.25%
$129B
$409,000 0.08% of portfolio
4,491
Q4 2024 Added 0.6%
$84.8B
$372,000 0.08% of portfolio
2,954
Q4 2024 Reduced 4.86%
$111B
$329,000 0.07% of portfolio
678
Q4 2024 Added 0.59%
$72.8B
$324,000 0.07% of portfolio
10,339
Q4 2024 Added 1.7%
$114B
$346,000 0.07% of portfolio
1,632
Q4 2024 Added 0.06%
$79.5B
$273,000 0.06% of portfolio
2,188
Q2 2023 New
$70.1B
$296,000 0.06% of portfolio
1,021
Q4 2024 Added 0.1%
$187B
$309,000 0.06% of portfolio
852
Q4 2024 Added 29.09%
$128B
$278,000 0.06% of portfolio
951
Q4 2024 Added 0.42%
$21.8B
$291,000 0.06% of portfolio
2,031
Q4 2024 Added 0.59%
$58.3B
$254,000 0.05% of portfolio
478
Q4 2024 Added 0.21%
$110B
$248,000 0.05% of portfolio
1,404
Q2 2023 New
$82.1B
$231,000 0.05% of portfolio
1,796
Q4 2024 Added 0.22%
$34.8B
$230,000 0.05% of portfolio
7,079
Q4 2024 Added 0.6%
$115B
$206,000 0.04% of portfolio
3,653
Q4 2024 New
$71.8B
$211,000 0.04% of portfolio
2,324
Q4 2024 Reduced 16.34%
$136B
$215,000 0.04% of portfolio
952
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $490 Million
  • Prior Value $482 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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