Decision Map Wealth Management, LLC New Holdings in Q1 2025

Decision Map Wealth Management, LLC

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
24K
New
$47.32 - $52.19 $1.14M - $1.25M
24K $1.2B
CL
Colgate Palmolive CO

Consumer Defensive
6.24K
New
$85.68 - $97.5 $535K - $608K
6.24K $585M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
7.59K
New
$49.75 - $50.27 $378K - $381K
7.59K $380M
ABBV
Abb Vie Inc.

Healthcare
1.2K
New
$169.2 - $216.66 $203K - $260K
1.2K $251M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.19K
New
$44.72 - $46.25 $232K - $240K
5.19K $239M
VNQ
Vanguard Specialized Funds Van

ETFs
2.61K
New
$85.55 - $94.34 $223K - $246K
2.61K $236M
ABT
Abbott Laboratories

Healthcare
1.62K
New
$111.1 - $140.22 $180K - $228K
1.62K $215M
IWV
Ishares Russell 3000 ETF

ETFs
651
New
$313.1 - $349.83 $204K - $228K
651 $207M
EFG
Msci Eafe Growth ETF

ETFs
2K
New
$96.1 - $106.37 $192K - $213K
2K $200M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9K
New
$21.77 - $22.25 $196K - $200K
9K $200M
Activity Summary
Buys All Purchases 78 New Holdings 11 Increased Positions 67 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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