Dechtman Wealth Management, LLC current holdings: USA Stocks
Dechtman Wealth Management, LLC reported $0.04 billion in share positions in stocks (listed in the US), 42 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are AAPL, AMZN, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 23,296; Value $5,833,836.
- AMZN: Country of operation United States; Class COM; Shares 17,325; Value $3,800,932.
- MSFT: Country of operation United States; Class COM; Shares 8,985; Value $3,787,074.
- NVDA: Country of operation United States; Class COM; Shares 26,576; Value $3,568,917.
Form 13F-HR as filed (SEC CIK 1992316): quarter ended 2024-12-31, filed 2025-02-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
AAPL
APPLE INC | United States | COM | 23,296 | $5,833,836 | 16.01% | 2024-12-31 | 2025-02-12 | |
|---|
AMZN
AMAZON COM INC | United States | COM | 17,325 | $3,800,932 | 10.43% | 2024-12-31 | 2025-02-12 | +12.43% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 8,985 | $3,787,074 | 10.39% | 2024-12-31 | 2025-02-12 | +20.75% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 26,576 | $3,568,917 | 9.79% | 2024-12-31 | 2025-02-12 | +69.19% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 15,173 | $1,632,177 | 4.48% | 2024-12-31 | 2025-02-12 | |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 5,855 | $1,403,485 | 3.85% | 2024-12-31 | 2025-02-12 | +39.74% |
|---|
UNP
UNION PAC CORP | United States | COM | 5,329 | $1,215,278 | 3.34% | 2024-12-31 | 2025-02-12 | +20.22% |
|---|
XEL
XCEL ENERGY INC | United States | COM | 16,136 | $1,089,489 | 2.99% | 2024-12-31 | 2025-02-12 | +4.69% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 4,833 | $810,172 | 2.22% | 2024-12-31 | 2025-02-12 | -11.53% |
|---|
ABBV
ABBVIE INC | United States | COM | 4,400 | $781,851 | 2.15% | 2024-12-31 | 2025-02-12 | +48.17% |
|---|
WAL
WESTERN ALLIANCE BANCORP | United States | COM | 9,186 | $767,393 | 2.11% | 2024-12-31 | 2025-02-12 | -9.31% |
|---|
PEP
PEPSICO INC | United States | COM | 4,803 | $730,283 | 2.00% | 2024-12-31 | 2025-02-12 | -15.37% |
|---|
TGT
TARGET CORP | United States | COM | 5,372 | $726,139 | 1.99% | 2024-12-31 | 2025-02-12 | +15.72% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,591 | $679,789 | 1.87% | 2024-12-31 | 2025-02-12 | +80.10% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 2,244 | $666,060 | 1.83% | 2024-12-31 | 2025-02-12 | +2.90% |
|---|
HD
HOME DEPOT INC | United States | COM | 1,685 | $655,576 | 1.80% | 2024-12-31 | 2025-02-12 | -25.95% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 3,783 | $468,769 | 1.29% | 2024-12-31 | 2025-02-12 | +26.88% |
|---|
ABT
ABBOTT LABS | United States | COM | 4,006 | $453,114 | 1.24% | 2024-12-31 | 2025-02-12 | -10.75% |
|---|
FISV
FISERV INC | United States | COM | 2,188 | $449,459 | 1.23% | 2024-12-31 | 2025-02-12 | — split 2025-10-29, ratio not on file |
|---|
SYK
STRYKER CORPORATION | United States | COM | 1,220 | $439,225 | 1.21% | 2024-12-31 | 2025-02-12 | -22.57% |
|---|
WMT
WALMART INC | United States | COM | 4,603 | $415,902 | 1.14% | 2024-12-31 | 2025-02-12 | +18.21% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 4,491 | $409,780 | 1.12% | 2024-12-31 | 2025-02-12 | +4.58% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,954 | $372,446 | 1.02% | 2024-12-31 | 2025-02-12 | -25.51% |
|---|
TSLA
TESLA INC | United States | COM | 911 | $367,898 | 1.01% | 2024-12-31 | 2025-02-12 | -12.63% |
|---|
V
VISA INC | United States | COM CL A | 1,114 | $352,139 | 0.97% | 2024-12-31 | 2025-02-12 | +15.77% |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 1,632 | $346,738 | 0.95% | 2024-12-31 | 2025-02-12 | -19.77% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 678 | $329,389 | 0.90% | 2024-12-31 | 2025-02-12 | +5.41% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,496 | $328,868 | 0.90% | 2024-12-31 | 2025-02-12 | +0.07% |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 10,339 | $324,242 | 0.89% | 2024-12-31 | 2025-02-12 | +14.86% |
|---|
CAT
CATERPILLAR INC | United States | COM | 852 | $309,104 | 0.85% | 2024-12-31 | 2025-02-12 | +127.88% |
|---|
APD
AIR PRODS & CHEMS INC | United States | COM | 1,021 | $296,195 | 0.81% | 2024-12-31 | 2025-02-12 | -3.74% |
|---|
CINF
CINCINNATI FINL CORP | United States | COM | 2,031 | $291,805 | 0.80% | 2024-12-31 | 2025-02-12 | +12.13% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 951 | $278,507 | 0.76% | 2024-12-31 | 2025-02-12 | -10.57% |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 478 | $254,553 | 0.70% | 2024-12-31 | 2025-02-12 | -6.59% |
|---|
BA
BOEING CO | United States | COM | 1,404 | $248,508 | 0.68% | 2024-12-31 | 2025-02-12 | +6.03% |
|---|
MMM
3M CO | United States | COM | 1,796 | $231,804 | 0.64% | 2024-12-31 | 2025-02-12 | +30.52% |
|---|
HPQ
HP INC | United States | COM | 7,079 | $231,000 | 0.63% | 2024-12-31 | 2025-02-12 | -5.82% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 505 | $228,906 | 0.63% | 2024-12-31 | 2025-02-12 | |
|---|
YUM
YUM BRANDS INC | United States | COM | 1,704 | $228,601 | 0.63% | 2024-12-31 | 2025-02-12 | +2.66% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 952 | $215,153 | 0.59% | 2024-12-31 | 2025-02-12 | |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 2,324 | $211,318 | 0.58% | 2024-12-31 | 2025-02-12 | -4.89% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 3,653 | $206,587 | 0.57% | 2024-12-31 | 2025-02-12 | +11.14% |
|---|
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