Decision Map Wealth Management, LLC Reduced Holdings in Q3 2025

Decision Map Wealth Management, LLC

  • $156 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-1.24K
- 3.22%
$65.67 - $71.67 $81.4K - $88.8K
37.2K $2.47B
MSTR
Microstrategy Inc

Technology
-13
- 0.46%
$300.7 - $455.9 $3.91K - $5.93K
2.83K $911M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-6.3K
- 24.79%
$25.09 - $25.19 $158K - $159K
19.1K $482M
PG
Procter & Gamble CO

Consumer Defensive
-222
- 2.42%
$150.47 - $161.22 $33.4K - $35.8K
8.93K $1.37B
NFLX
Netflix Inc

Communication Services
-17
- 4.24%
$1147.87 - $1297.18 $19.5K - $22.1K
384 $460M
IBM
International Business Machines Corp

Technology
-199
- 17.3%
$234.77 - $292.47 $46.7K - $58.2K
951 $268M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-765
- 5.88%
$96.22 - $98.19 $73.6K - $75.1K
12.2K $1.2B
V
Visa Inc.

Financial Services
-36
- 1.03%
$332.09 - $358.86 $12K - $12.9K
3.47K $1.19B
DEO
Diageo PLC

Consumer Defensive
-337
- 6.65%
$93.64 - $115.33 $31.6K - $38.9K
4.73K $451M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.32K
- 4.55%
$47.86 - $48.43 $63K - $63.8K
27.6K $1.33B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.33K
- 2.67%
$41.8 - $43.15 $97.4K - $100K
85K $3.63B
WFC
Wells Fargo & Company

Financial Services
-773
- 20.66%
$77.05 - $85.16 $59.6K - $65.8K
2.97K $249M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-919
- 10.84%
$50.09 - $50.73 $46K - $46.6K
7.56K $382M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.08K
- 15.74%
$27.61 - $29.15 $57.5K - $60.7K
11.2K $325M
SYK
Stryker Corp

Healthcare
-21
- 2.89%
$368.57 - $403.53 $7.74K - $8.47K
705 $261M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.28K
- 5.7%
$22.64 - $23.22 $28.9K - $29.7K
21.1K $489M
UL
Unilever PLC

Consumer Defensive
-13
- 0.14%
$58.43 - $65.01 $760 - $845
8.99K $533M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-426
- 8.26%
$45.6 - $46.92 $19.4K - $20K
4.73K $221M
ABT
Abbott Laboratories

Healthcare
-96
- 5.92%
$120.51 - $136.62 $11.6K - $13.1K
1.53K $204M
ORCL
Oracle Corp

Technology
-968
- 23.09%
$218.96 - $328.33 $212K - $318K
3.22K $907M
VONV
Vanguard Russell 1000 Value Et

ETFs
-217
- 8.62%
$84.55 - $89.54 $18.3K - $19.4K
2.3K $206M
MCD
Mcdonalds Corp

Consumer Cyclical
-58
- 7.02%
$291.67 - $316.99 $16.9K - $18.4K
768 $233M
UNP
Union Pacific Corp

Industrials
-42
- 3.23%
$214.91 - $237.16 $9.03K - $9.96K
1.26K $297M
Linde PLC
-7
- 1.17%
N/A
591 $281M
HD
Home Depot, Inc.

Consumer Cyclical
-249
- 9.51%
$357.4 - $423.42 $89K - $105K
2.37K $960M
GD
General Dynamics Corp

Industrials
-324
- 14.3%
$293.92 - $341.0 $95.2K - $110K
1.94K $662M
EFG
Msci Eafe Growth ETF

ETFs
-23
- 1.1%
$106.99 - $114.46 $2.46K - $2.63K
2.07K $235M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-178
- 6.6%
$135.0 - $146.02 $24K - $26K
2.52K $367M
VB
Vanguard Small Cap ETF

ETFs
-77
- 5.72%
$237.58 - $259.17 $18.3K - $20K
1.27K $322M
WMT
Walmart Inc.

Consumer Defensive
-120
- 3.41%
$94.4 - $104.27 $11.3K - $12.5K
3.4K $351M
LMT
Lockheed Martin Corp

Industrials
-42
- 4.44%
$410.74 - $499.21 $17.3K - $21K
905 $452M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.39K
- 25.59%
$96.73 - $137.09 $135K - $191K
4.05K $537M
OEF
Ishares S&P 100 ETF

ETFs
-11
- 1.51%
N/A
716 $238M
MDT
Medtronic PLC

Healthcare
-349
- 5.55%
$87.67 - $95.74 $30.6K - $33.4K
5.94K $566M
EMGF
Ishares Msci Emerging Markets

ETFs
-6
- 0.14%
$51.93 - $56.75 $312 - $341
4.15K $235M
VBR
Vanguard Small Cap Value ETF

ETFs
-2
- 0.14%
$195.41 - $212.37 $391 - $425
1.42K $296M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-166
- 0.61%
$21.69 - $23.34 $3.6K - $3.87K
27.2K $634M
PCAR
Paccar Inc

Industrials
-21
- 0.21%
$92.91 - $102.86 $1.95K - $2.16K
9.99K $982M
VTV
Vanguard Value ETF

ETFs
-2
- 0.05%
$175.51 - $186.57 $351 - $373
4.24K $790M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.26%
$459.11 - $506.91 $4.59K - $5.07K
3.84K $1.93B
SPY
Spdr S&P 500 ETF Trust

ETFs
-35
- 1.88%
$617.65 - $666.84 $21.6K - $23.3K
1.82K $1.21B
RTX
Raytheon Technologies Corp

Industrials
-179
- 3.92%
$144.19 - $167.33 $25.8K - $30K
4.39K $735M
ASML
Asml Holding Nv

Technology
-40
- 5.38%
$689.63 - $968.09 $27.6K - $38.7K
703 $680M
JNJ
Johnson & Johnson

Healthcare
-525
- 9.34%
$155.17 - $185.42 $81.5K - $97.3K
5.1K $945M
PLTR
Palantir Technologies Inc.

Technology
-85
- 3.21%
$130.68 - $186.97 $11.1K - $15.9K
2.56K $468M
MSFT
Microsoft Corp

Technology
-35
- 0.44%
$491.09 - $535.64 $17.2K - $18.7K
7.86K $4.07B
IEFA
Ishares Tr

ETFs
-309
- 0.48%
$81.7 - $87.53 $25.2K - $27K
63.8K $5.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.03%
$567.77 - $614.76 $1.14K - $1.23K
6.27K $3.84B
GOOGL
Alphabet Inc.

Communication Services
-771
- 9.85%
$174.36 - $254.72 $134K - $196K
7.06K $1.72B
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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