DECHTMAN WEALTH MANAGEMENT LLC
Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Powered by unusualwhales.com | |||||||||||||||
| IVV | ISHARES CORE S&P 500 ETF | 192,613 | -1,283 | -0.66% | $424.95 | 21.91% | 0.02% | 113,387,330 | 2024-12-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 176,212 | +18,611 | +11.81% | $421.09 | 18.35% | 0.02% | 94,944,660 | 2024-12-31 | ||||||
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 2,290,663 | +440,559 | +23.81% | $19.87 | 12.34% | 0.00% | 63,840,776 | 2024-12-31 | ||||||
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 1,647,636 | -56,087 | -3.29% | $30.74 | 11.23% | 0.00% | 58,095,655 | 2024-12-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 134,602 | +6,182 | +4.81% | $220.08 | 6.87% | 0.05% | 35,552,462 | 2024-12-31 | ||||||
| MGV | VANGUARD MEGA CAP VALUE INDEX FUND | 217,034 | +166,103 | +326.13% | $127.79 | 5.24% | 0.33% | 27,109,732 | 2024-12-31 | ||||||
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 1,043,258 | +810,537 | +348.29% | $26.20 | 5.23% | 0.00% | 27,041,241 | 2024-12-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 183,391 | -1,674 | -0.90% | $95.33 | 4.08% | 0.02% | 21,130,300 | 2024-12-31 | ||||||
| QQQM | INVESCO NASDAQ 100 ETF | 67,622 | -58,710 | -46.47% | $167.66 | 2.75% | 0.04% | 14,231,040 | 2024-12-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 56,008 | +9,464 | +20.33% | $229.34 | 2.60% | 0.02% | 13,457,671 | 2024-12-31 | ||||||
| AAPL | APPLE | 23,296 | -71 | -0.30% | $176.22 | 1.13% | 0.00% | 5,833,836 | 2024-12-31 | ||||||
| AMZN | AMAZON | 17,325 | 0 | 0.00% | $124.79 | 0.73% | 0.00% | 3,800,932 | 2024-12-31 | ||||||
| MSFT | MICROSOFT | 8,985 | -6 | -0.07% | $327.03 | 0.73% | 0.00% | 3,787,074 | 2024-12-31 | ||||||
| NVDA | NVIDIA | 26,576 | +828 | +3.22% | $79.97 | 0.69% | 0.00% | 3,568,917 | 2024-12-31 | ||||||
| IWL | ISHARES RUSSELL TOP 200 ETF | 24,483 | -61,305 | -71.46% | $100.75 | 0.68% | 0.21% | 3,542,914 | 2024-12-31 | ||||||
| SCHX | SCHWAB US LARGE-CAP ETF | 86,557 | +283 | +0.33% | $16.29 | 0.39% | 0.00% | 2,006,395 | 2024-12-31 | ||||||
| XOM | EXXON MOBIL | 15,173 | -159 | -1.04% | $107.54 | 0.32% | 0.00% | 1,632,177 | 2024-12-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 55,540 | +517 | +0.94% | $22.72 | 0.29% | 0.00% | 1,517,358 | 2024-12-31 | ||||||
| JPM | JPMORGAN CHASE | 5,855 | +26 | +0.45% | $143.01 | 0.27% | 0.00% | 1,403,485 | 2024-12-31 | ||||||
| UNP | UNION PACIFIC | 5,329 | +16 | +0.30% | $199.51 | 0.23% | 0.00% | 1,215,278 | 2024-12-31 | ||||||
| XEL | XCEL ENERGY | 16,136 | +138 | +0.86% | $65.79 | 0.21% | 0.00% | 1,089,489 | 2024-12-31 | ||||||
| PG | PROCTER & GAMBLE | 4,833 | +10 | +0.21% | $150.39 | 0.16% | 0.00% | 810,172 | 2024-12-31 | ||||||
| ABBV | ABBVIE | 4,400 | +30 | +0.69% | $149.36 | 0.15% | 0.00% | 781,851 | 2024-12-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 3,953 | +215 | +5.75% | $158.94 | 0.15% | 0.00% | 774,096 | 2024-12-31 | ||||||
| WAL | WESTERN ALLIANCE BANCORPORATION | 9,186 | +37 | +0.40% | $32.25 | 0.15% | 0.01% | 767,393 | 2024-12-31 | ||||||
| PEP | PEPSICO | 4,803 | -145 | -2.93% | $186.07 | 0.14% | 0.00% | 730,283 | 2024-12-31 | ||||||
| TGT | TARGET | 5,372 | +44 | +0.83% | $142.30 | 0.14% | 0.00% | 726,139 | 2024-12-31 | ||||||
| FNDX | SCHWAB FUNDAMENTAL US LARGE COMPANY INDEX ETF | 29,994 | +141 | +0.47% | $18.01 | 0.14% | 0.00% | 710,260 | 2024-12-31 | ||||||
| FNDA | SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX ETF | 23,140 | -18,690 | -44.68% | $24.38 | 0.13% | 0.00% | 687,260 | 2024-12-31 | ||||||
| GOOGL | ALPHABET | 3,591 | +3 | +0.08% | $120.46 | 0.13% | 0.00% | 679,789 | 2024-12-31 | ||||||
| AXP | AMERICAN EXPRESS | 2,244 | +5 | +0.22% | $162.16 | 0.13% | 0.00% | 666,060 | 2024-12-31 | ||||||
| HD | HOME DEPOT | 1,685 | +9 | +0.54% | $299.40 | 0.13% | 0.00% | 655,576 | 2024-12-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 22,582 | -116 | -0.51% | $20.43 | 0.11% | 0.00% | 583,976 | 2024-12-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1,401 | +2 | +0.14% | $256.00 | 0.11% | 0.00% | 562,592 | 2024-12-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 2,845 | +15 | +0.53% | $153.27 | 0.10% | 0.00% | 526,607 | 2024-12-31 | ||||||
| EMR | EMERSON ELECTRIC | 3,783 | +6 | +0.16% | $84.39 | 0.09% | 0.00% | 468,769 | 2024-12-31 | ||||||
| ABT | ABBOTT LABORATORIES | 4,006 | +14 | +0.35% | $102.70 | 0.09% | 0.00% | 453,114 | 2024-12-31 | ||||||
| FI | FISERV | 2,188 | 0 | 0.00% | $116.59 | 0.09% | 0.00% | 449,459 | 2024-12-31 | ||||||
| SYK | STRYKER | 1,220 | +3 | +0.25% | $290.23 | 0.08% | 0.00% | 439,225 | 2024-12-31 | ||||||
| WMT | WALMART | 4,603 | 0 | 0.00% | $50.59 | 0.08% | 0.00% | 415,902 | 2024-12-31 | ||||||
| SBUX | STARBUCKS | 4,491 | +27 | +0.60% | $103.15 | 0.08% | 0.00% | 409,780 | 2024-12-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 4,217 | -665 | -13.62% | $69.49 | 0.07% | 0.00% | 372,763 | 2024-12-31 | ||||||
| UPS | UNITED PARCEL SERVICE | 2,954 | -151 | -4.86% | $174.67 | 0.07% | 0.00% | 372,446 | 2024-12-31 | ||||||
| TSLA | TESLA | 911 | 0 | 0.00% | $231.03 | 0.07% | 0.00% | 367,898 | 2024-12-31 | ||||||
| V | VISA | 1,114 | +1 | +0.09% | $276.13 | 0.07% | 0.00% | 352,139 | 2024-12-31 | ||||||
| MMC | MARSH & MCLENNAN COMPANIES | 1,632 | +1 | +0.06% | $177.27 | 0.07% | 0.00% | 346,738 | 2024-12-31 | ||||||
| SPY | SPDR S&P 500 ETF | 567 | +49 | +9.46% | $526.90 | 0.06% | 0.00% | 332,099 | 2024-12-31 | ||||||
| LMT | LOCKHEED MARTIN | 678 | +4 | +0.59% | $465.92 | 0.06% | 0.00% | 329,389 | 2024-12-31 | ||||||
| IBM | IBM | 1,496 | +4 | +0.27% | $153.81 | 0.06% | 0.00% | 328,868 | 2024-12-31 | ||||||
| EPD | ENTERPRISE PRODUCTS PARTNERS LP | 10,339 | +173 | +1.70% | $23.64 | 0.06% | 0.00% | 324,242 | 2024-12-31 | ||||||