Dechtman Wealth Management, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Dechtman Wealth Management, LLC opened 3 positions, added to 28, reduced 6, sold out of 0 and left 5 unchanged. The largest increase in value was AMZN (+$572,765); the largest decrease was XOMXXXX (-$165,051).
- NVDA: Country of operation United States; Class COM; Shares 2024-09-30 25,748; Shares 2024-12-31 26,576.
- JPM: Country of operation United States; Class COM; Shares 2024-09-30 5,829; Shares 2024-12-31 5,855.
- TGT: Country of operation United States; Class COM; Shares 2024-09-30 5,328; Shares 2024-12-31 5,372.
- UNP: Country of operation United States; Class COM; Shares 2024-09-30 5,313; Shares 2024-12-31 5,329.
Two Form 13F-HR filings compared (SEC CIK 1992316): 2024-09-30 (filed 2024-10-31) and 2024-12-31 (filed 2025-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 25,748 | 26,576 | +828 | $3,126,854 | $3,568,917 | +$442,063 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 5,829 | 5,855 | +26 | $1,229,042 | $1,403,485 | +$174,443 |
|---|
TGT
TARGET CORP | United States | COM | 5,328 | 5,372 | +44 | $830,399 | $726,139 | -$104,260 |
|---|
UNP
UNION PAC CORP | United States | COM | 5,313 | 5,329 | +16 | $1,309,489 | $1,215,278 | -$94,211 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,588 | 3,591 | +3 | $595,014 | $679,789 | +$84,775 |
|---|
ABBV
ABBVIE INC | United States | COM | 4,370 | 4,400 | +30 | $862,918 | $781,851 | -$81,067 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 674 | 678 | +4 | $394,147 | $329,389 | -$64,758 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 2,239 | 2,244 | +5 | $607,154 | $666,060 | +$58,906 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 3,777 | 3,783 | +6 | $413,078 | $468,769 | +$55,691 |
|---|
CAT
CATERPILLAR INC | United States | COM | 660 | 852 | +192 | $258,003 | $309,104 | +$51,101 |
|---|
V
VISA INC | United States | COM CL A | 1,113 | 1,114 | +1 | $305,990 | $352,139 | +$46,149 |
|---|
XEL
XCEL ENERGY INC | United States | COM | 15,998 | 16,136 | +138 | $1,044,693 | $1,089,489 | +$44,796 |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 477 | 478 | +1 | $224,029 | $254,553 | +$30,524 |
|---|
EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 10,166 | 10,339 | +173 | $295,944 | $324,242 | +$28,298 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 4,464 | 4,491 | +27 | $435,211 | $409,780 | -$25,431 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 4,823 | 4,833 | +10 | $835,370 | $810,172 | -$25,198 |
|---|
WAL
WESTERN ALLIANCE BANCORP | United States | COM | 9,149 | 9,186 | +37 | $791,266 | $767,393 | -$23,873 |
|---|
HD
HOME DEPOT INC | United States | COM | 1,676 | 1,685 | +9 | $679,266 | $655,576 | -$23,690 |
|---|
HPQ
HP INC | United States | COM | 7,037 | 7,079 | +42 | $252,404 | $231,000 | -$21,404 |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 1,631 | 1,632 | +1 | $363,819 | $346,738 | -$17,081 |
|---|
CINF
CINCINNATI FINL CORP | United States | COM | 2,019 | 2,031 | +12 | $274,789 | $291,805 | +$17,016 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 947 | 951 | +4 | $261,964 | $278,507 | +$16,543 |
|---|
MMM
3M CO | United States | COM | 1,792 | 1,796 | +4 | $245,034 | $231,804 | -$13,230 |
|---|
YUM
YUM BRANDS INC | United States | COM | 1,703 | 1,704 | +1 | $237,879 | $228,601 | -$9,278 |
|---|
APD
AIR PRODS & CHEMS INC | United States | COM | 1,020 | 1,021 | +1 | $303,688 | $296,195 | -$7,493 |
|---|
ABT
ABBOTT LABS | United States | COM | 3,992 | 4,006 | +14 | $455,116 | $453,114 | -$2,002 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,492 | 1,496 | +4 | $329,801 | $328,868 | -$933 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 1,217 | 1,220 | +3 | $439,747 | $439,225 | -$522 |
|---|
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