Dechtman Wealth Management, LLC Last Quarter Change: USA ETF, Reduced

Dechtman Wealth Management, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Dechtman Wealth Management, LLC opened 0 positions, added to 17, reduced 6, sold out of 2 and left 0 unchanged. The largest increase in value was PYLD (+$20,839,218); the largest decrease was IQLT (-$22,734,413).

QQQM: Country of operation —; Class NASDAQ 100 ETF; Shares 2024-09-30 126,332; Shares 2024-12-31 67,622.
IWL: Country of operation —; Class RUS TOP 200 ETF; Shares 2024-09-30 85,788; Shares 2024-12-31 24,483.
CGDV: Country of operation —; Class SHS CREATION UNI; Shares 2024-09-30 1,703,723; Shares 2024-12-31 1,647,636.
IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2024-09-30 193,896; Shares 2024-12-31 192,613.

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	Class	Shares 2024-09-30	Shares 2024-12-31	Share change	Value 2024-09-30	Value 2024-12-31	Value change
QQQM INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	126,332	67,622	-58,710	$25,373,841	$14,231,040	-$11,142,801
IWL ISHARES TR	RUS TOP 200 ETF	85,788	24,483	-61,305	$12,048,068	$3,542,914	-$8,505,154
CGDV CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	1,703,723	1,647,636	-56,087	$62,083,665	$58,095,655	-$3,988,010
IVV ISHARES TR	CORE S&P500 ETF	193,896	192,613	-1,283	$111,842,946	$113,387,330	+$1,544,384
IJR ISHARES TR	CORE S&P SCP ETF	185,065	183,391	-1,674	$21,645,196	$21,130,300	-$514,896
IWR ISHARES TR	RUS MID CAP ETF	4,882	4,217	-665	$430,267	$372,763	-$57,504

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