Decision Map Wealth Management, LLC Sells in Q1 2025

Decision Map Wealth Management, LLC

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.61K
- 20.06%
$95.85 - $99.25 $729K - $755K
30.3K $3B
NVDA
Nvidia Corp

Technology
-423
- 1.91%
$106.98 - $149.43 $45.3K - $63.2K
21.7K $2.35B
MBB
Ishares Tr

ETFs
-6.09K
- 19.97%
$90.37 - $94.08 $550K - $573K
24.4K $2.29B
GOOGL
Alphabet Inc.

Communication Services
-1.23K
- 14.37%
$154.33 - $206.19 $189K - $253K
7.31K $1.13B
BNL
Broadstone Net Lease, Inc.

Real Estate
-25.9K
- 31.76%
$15.2 - $17.25 $394K - $448K
55.8K $950M
AVGO
Broadcom Inc.

Technology
-440
- 11.53%
$167.43 - $244.7 $73.7K - $108K
3.38K $565M
Blackrock ETF Trust Ii
-4.09K
- 7.82%
N/A
48.2K $2.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-43
- 0.66%
$507.05 - $563.67 $21.8K - $24.2K
6.51K $3.34B
GOOG
Alphabet Inc.

Communication Services
-295
- 7.6%
$156.06 - $207.71 $46K - $61.3K
3.59K $561M
DIS
Walt Disney CO

Communication Services
-674
- 9.77%
$96.87 - $114.0 $65.3K - $76.8K
6.23K $614M
ACN
Accenture PLC

Technology
-66
- 2.95%
$300.91 - $398.25 $19.9K - $26.3K
2.17K $678M
WMT
Walmart Inc.

Consumer Defensive
-820
- 8.62%
$84.5 - $105.05 $69.3K - $86.1K
8.7K $764M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-800
- 5.72%
$94.86 - $97.12 $75.9K - $77.7K
13.2K $1.26B
LMT
Lockheed Martin Corp

Industrials
-58
- 5.68%
$423.19 - $506.29 $24.5K - $29.4K
963 $430M
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.2%
$347.25 - $424.87 $1.74K - $2.12K
2.51K $920M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.43%
$551.42 - $612.93 $4.41K - $4.9K
1.87K $1.05B
VB
Vanguard Small Cap ETF

ETFs
-85
- 5.66%
$217.89 - $252.64 $18.5K - $21.5K
1.42K $314M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1K
- 18.45%
$47.33 - $47.92 $47.5K - $48.1K
4.44K $211M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-85
- 0.25%
$21.23 - $23.75 $1.8K - $2.02K
34.1K $735M
CAT
Caterpillar Inc

Industrials
-23
- 2.84%
$326.75 - $407.63 $7.52K - $9.38K
786 $259M
MEAR
Blackrock Short Maturity Munic

ETFs
-671
- 11.36%
$49.97 - $50.36 $33.5K - $33.8K
5.24K $263M
VBR
Vanguard Small Cap Value ETF

ETFs
-52
- 3.32%
$183.02 - $207.75 $9.52K - $10.8K
1.51K $282M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 1.46%
$120.29 - $134.6 $4.81K - $5.38K
2.7K $329M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-85
- 1.91%
$57.21 - $65.8 $4.86K - $5.59K
4.36K $254M
VTV
Vanguard Value ETF

ETFs
-211
- 4.54%
$167.73 - $179.21 $35.4K - $37.8K
4.43K $766M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-301
- 0.88%
$25.12 - $26.05 $7.56K - $7.84K
34K $859M
VO
Vanguard Mid Cap ETF

ETFs
-5
- 0.22%
$251.87 - $277.95 $1.26K - $1.39K
2.32K $599M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-412
- 3.02%
$25.77 - $27.6 $10.6K - $11.4K
13.2K $352M
SYK
Stryker Corp

Healthcare
-35
- 4.49%
$355.18 - $399.9 $12.4K - $14K
744 $277M
ADP
Automatic Data Processing Inc

Industrials
-15
- 2.12%
$286.85 - $318.64 $4.3K - $4.78K
691 $211M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 1.92%
$461.52 - $548.18 $6.92K - $8.22K
766 $401M
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.47%
$225.19 - $279.95 $3.15K - $3.92K
2.96K $725M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-197
- 0.69%
$18.36 - $20.51 $3.62K - $4.04K
28.3K $560M
V
Visa Inc.

Financial Services
-81
- 2.22%
$306.92 - $362.71 $24.9K - $29.4K
3.57K $1.25B
KO
Coca Cola CO

Consumer Defensive
-3.16K
- 7.62%
$60.81 - $72.32 $192K - $229K
38.3K $2.75B
HEFA
Ishares Currency Hedged Msci E

ETFs
-148
- 0.13%
$34.83 - $37.52 $5.15K - $5.55K
115K $4.16B
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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