Dechtman Wealth Management, LLC Top Holdings and 13F Report (2025) About Dechtman Wealth Management, LLCInvestment ActivityDechtman Wealth Management, LLC has $517.43 million in total holdings as of December 31, 2024.Dechtman Wealth Management, LLC owns shares of 65 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 21.41% of the portfolio was purchased this quarter.About 9.15% of the portfolio was sold this quarter.This quarter, Dechtman Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 45 stocks.Dechtman Wealth Management, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $113,387,330Vanguard S&P 500 ETF $94,944,660Schwab U.S. Large-Cap Growth ETF $63,840,776Capital Group Dividend Value ETF $58,095,655Vanguard Mid-Cap ETF $35,552,462 Largest New Holdings this Quarter Berkshire Hathaway $228,906 HoldingHoneywell International $215,153 HoldingBristol-Myers Squibb $206,587 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 1,828,137 shares (about $50.95M)PIMCO Multi Sector Bond Active ETF 810,537 shares (about $21.01M)Vanguard Mega Cap Value ETF 166,103 shares (about $20.75M)Vanguard S&P 500 ETF 18,611 shares (about $10.03M)Vanguard Small-Cap ETF 9,464 shares (about $2.27M) Largest Sales this Quarter Invesco NASDAQ 100 ETF 58,710 shares (about $12.36M)iShares Russell Top 200 ETF 61,305 shares (about $8.87M)Capital Group Dividend Value ETF 56,087 shares (about $1.98M)iShares Core S&P 500 ETF 1,283 shares (about $755.28K)iShares Core S&P Small-Cap ETF 1,674 shares (about $192.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDechtman Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$113,387,330$755,276 ▼-0.7%192,61321.9%ETFVOOVanguard S&P 500 ETF$94,944,660$10,027,779 ▲11.8%176,21218.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$63,840,776$50,950,177 ▲395.3%2,290,66312.3%ETFCGDVCapital Group Dividend Value ETF$58,095,655$1,977,628 ▼-3.3%1,647,63611.2%ETFVOVanguard Mid-Cap ETF$35,552,462$1,632,853 ▲4.8%134,6026.9%ETFMGVVanguard Mega Cap Value ETF$27,109,732$20,747,937 ▲326.1%217,0345.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$27,041,241$21,009,114 ▲348.3%1,043,2585.2%ETFIJRiShares Core S&P Small-Cap ETF$21,130,300$192,878 ▼-0.9%183,3914.1%ETFQQQMInvesco NASDAQ 100 ETF$14,231,040$12,355,511 ▼-46.5%67,6222.8%ETFVBVanguard Small-Cap ETF$13,457,671$2,274,022 ▲20.3%56,0082.6%ETFAAPLApple$5,833,836$17,780 ▼-0.3%23,2961.1%Computer and TechnologyAMZNAmazon.com$3,800,9320.0%17,3250.7%Retail/WholesaleMSFTMicrosoft$3,787,074$2,529 ▼-0.1%8,9850.7%Computer and TechnologyNVDANVIDIA$3,568,917$111,193 ▲3.2%26,5760.7%Computer and TechnologyIWLiShares Russell Top 200 ETF$3,542,914$8,871,394 ▼-71.5%24,4830.7%ETFSCHXSchwab US Large-Cap ETF$2,006,395$1,339,783 ▲201.0%86,5570.4%ETFXOMExxon Mobil$1,632,177$17,104 ▼-1.0%15,1730.3%Oils/EnergySCHDSchwab US Dividend Equity ETF$1,517,358$1,016,280 ▲202.8%55,5400.3%ETFJPMJPMorgan Chase & Co.$1,403,485$6,232 ▲0.4%5,8550.3%FinanceUNPUnion Pacific$1,215,278$3,649 ▲0.3%5,3290.2%TransportationXELXcel Energy$1,089,489$9,318 ▲0.9%16,1360.2%UtilitiesPGProcter & Gamble$810,172$1,676 ▲0.2%4,8330.2%Consumer StaplesABBVAbbVie$781,851$5,331 ▲0.7%4,4000.2%MedicalVIGVanguard Dividend Appreciation ETF$774,096$42,102 ▲5.8%3,9530.1%ETFWALWestern Alliance Bancorporation$767,393$3,091 ▲0.4%9,1860.1%FinancePEPPepsiCo$730,283$22,047 ▼-2.9%4,8030.1%Consumer StaplesTGTTarget$726,139$5,948 ▲0.8%5,3720.1%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company Index ETF$710,260$474,620 ▲201.4%29,9940.1%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$687,260$66,083 ▲10.6%23,1400.1%ETFGOOGLAlphabet$679,789$568 ▲0.1%3,5910.1%Computer and TechnologyAXPAmerican Express$666,060$1,484 ▲0.2%2,2440.1%FinanceHDHome Depot$655,576$3,502 ▲0.5%1,6850.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$583,976$290,488 ▲99.0%22,5820.1%ETFIWFiShares Russell 1000 Growth ETF$562,592$803 ▲0.1%1,4010.1%ETFIWDiShares Russell 1000 Value ETF$526,607$2,776 ▲0.5%2,8450.1%ETFEMREmerson Electric$468,769$743 ▲0.2%3,7830.1%Industrial ProductsABTAbbott Laboratories$453,114$1,584 ▲0.4%4,0060.1%MedicalFIFiserv$449,4590.0%2,1880.1%Business ServicesSYKStryker$439,225$1,080 ▲0.2%1,2200.1%MedicalWMTWalmart$415,9020.0%4,6030.1%Retail/WholesaleSBUXStarbucks$409,780$2,464 ▲0.6%4,4910.1%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$372,763$58,783 ▼-13.6%4,2170.1%ETFUPSUnited Parcel Service$372,446$19,038 ▼-4.9%2,9540.1%TransportationTSLATesla$367,8980.0%9110.1%Auto/Tires/TrucksVVisa$352,139$316 ▲0.1%1,1140.1%Business ServicesMMCMarsh & McLennan Companies$346,738$212 ▲0.1%1,6320.1%FinanceSPYSPDR S&P 500 ETF Trust$332,099$28,700 ▲9.5%5670.1%FinanceLMTLockheed Martin$329,389$1,943 ▲0.6%6780.1%AerospaceIBMInternational Business Machines$328,868$879 ▲0.3%1,4960.1%Computer and TechnologyEPDEnterprise Products Partners$324,242$5,425 ▲1.7%10,3390.1%Oils/EnergyCATCaterpillar$309,104$69,657 ▲29.1%8520.1%Industrial ProductsAPDAir Products and Chemicals$296,195$290 ▲0.1%1,0210.1%Basic MaterialsSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$295,608$1,000 ▲0.3%4,1380.1%ETFCINFCincinnati Financial$291,805$1,724 ▲0.6%2,0310.1%FinanceQQQInvesco QQQ$286,764$1,022 ▲0.4%5610.1%FinanceADPAutomatic Data Processing$278,507$1,171 ▲0.4%9510.1%Business ServicesAMPAmeriprise Financial$254,553$533 ▲0.2%4780.0%FinanceBABoeing$248,5080.0%1,4040.0%AerospaceMMM3M$231,804$516 ▲0.2%1,7960.0%Multi-Sector ConglomeratesHPQHP$231,000$1,371 ▲0.6%7,0790.0%Computer and TechnologyBRK.BBerkshire Hathaway$228,906$228,906 ▲New Holding5050.0%FinanceYUMYum! Brands$228,601$134 ▲0.1%1,7040.0%Retail/WholesaleHONHoneywell International$215,153$215,153 ▲New Holding9520.0%Multi-Sector ConglomeratesCLColgate-Palmolive$211,318$41,282 ▼-16.3%2,3240.0%Consumer StaplesBMYBristol-Myers Squibb$206,587$206,587 ▲New Holding3,6530.0%MedicalIQLTiShares MSCI Intl Quality Factor ETF$0$22,734,413 ▼-100.0%00.0%ETFDFACDimensional U.S. Core Equity 2 ETF$0$260,856 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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