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

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

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).

AAPL: Country of operation United States; Class COM; Shares 2024-09-30 23,367; Shares 2024-12-31 23,296.
XOMXXXX: Country of operation —; Class COM; Shares 2024-09-30 15,332; Shares 2024-12-31 15,173.
PEP: Country of operation United States; Class COM; Shares 2024-09-30 4,948; Shares 2024-12-31 4,803.
MSFT: Country of operation United States; Class COM; Shares 2024-09-30 8,991; Shares 2024-12-31 8,985.

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
AAPL APPLE INC	United States	COM	23,367	23,296	-71	$5,444,400	$5,833,836	+$389,436
XOMXXXX EXXON MOBIL CORP		COM	15,332	15,173	-159	$1,797,228	$1,632,177	-$165,051
PEP PEPSICO INC	United States	COM	4,948	4,803	-145	$841,339	$730,283	-$111,056
MSFT MICROSOFT CORP	United States	COM	8,991	8,985	-6	$3,868,966	$3,787,074	-$81,892
CL COLGATE PALMOLIVE CO	United States	COM	2,778	2,324	-454	$288,399	$211,318	-$77,081
UPS UNITED PARCEL SERVICE INC	United States	CL B	3,105	2,954	-151	$423,340	$372,446	-$50,894

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