Dechtman Wealth Management, LLC Top Holdings and 13F Report (2024) → Biden to Launch “FedNOW” [Move Your Money Now] (From Priority Gold) (Ad) About Dechtman Wealth Management, LLCInvestment ActivityDechtman Wealth Management, LLC has $428.60 million in total holdings as of March 31, 2024.Dechtman Wealth Management, LLC owns shares of 63 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.50% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Dechtman Wealth Management, LLC has purchased 56 new stocks and bought additional shares in 41 stocks.Dechtman Wealth Management, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $100,220,891Vanguard S&P 500 ETF $68,489,822Schwab U.S. Large-Cap Growth ETF $47,035,784Schwab US Dividend Equity ETF $37,137,652Vanguard Mid-Cap ETF $26,311,415 Largest New Holdings this Quarter Vanguard Mega Cap Value ETF $2,492,534 HoldingCapital Group Core Plus Income ETF $2,105,194 HoldingPacer US Small Cap Cash Cows 100 ETF $1,342,598 HoldingVisa $288,072 HoldingInvesco QQQ $285,211 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 14,407 shares (about $6.93M)Invesco NASDAQ 100 ETF 29,319 shares (about $5.36M)Schwab U.S. Large-Cap Growth ETF 34,640 shares (about $3.21M)Vanguard Mega Cap Value ETF 20,856 shares (about $2.49M)Capital Group Core Plus Income ETF 93,731 shares (about $2.11M) Largest Sales this Quarter Schwab US Dividend Equity ETF 98,999 shares (about $7.98M)iShares MSCI Intl Quality Factor ETF 29,504 shares (about $1.17M)iShares Core S&P Small-Cap ETF 5,181 shares (about $572.61K)Apple 1,983 shares (about $340.04K)Schwab US Small-Cap ETF 4,679 shares (about $230.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDechtman Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$100,220,891$428,470 ▲0.4%190,63223.4%ETFVOOVanguard S&P 500 ETF$68,489,822$6,925,462 ▲11.2%142,47916.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$47,035,784$3,211,824 ▲7.3%507,28811.0%ETFSCHDSchwab US Dividend Equity ETF$37,137,652$7,982,298 ▼-17.7%460,5938.7%ETFVOVanguard Mid-Cap ETF$26,311,415$674,120 ▲2.6%105,3056.1%ETFIQLTiShares MSCI Intl Quality Factor ETF$23,679,811$1,170,129 ▼-4.7%597,0705.5%ETFCGDVCapital Group Dividend Value ETF$21,960,515$1,358,760 ▲6.6%675,7085.1%ETFIJRiShares Core S&P Small-Cap ETF$21,369,195$572,605 ▼-2.6%193,3515.0%ETFQQQMInvesco NASDAQ 100 ETF$20,784,224$5,356,275 ▲34.7%113,7684.8%ETFIWLiShares Russell Top 200 ETF$11,704,938$119,747 ▼-1.0%92,0782.7%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$5,333,577$103,054 ▼-1.9%93,5221.2%ETFAAPLApple$5,275,164$340,040 ▼-6.1%30,7631.2%Computer and TechnologyMSFTMicrosoft$3,629,397$47,960 ▼-1.3%8,6270.8%Computer and TechnologyAMZNAmazon.com$3,051,488$19,661 ▼-0.6%16,9170.7%Retail/WholesaleMGVVanguard Mega Cap Value ETF$2,492,534$2,492,534 ▲New Holding20,8560.6%ETFNVDANVIDIA$2,169,573$1,618,370 ▲293.6%2,4010.5%Computer and TechnologyCGCPCapital Group Core Plus Income ETF$2,105,194$2,105,194 ▲New Holding93,7310.5%ETFSCHXSchwab US Large-Cap ETF$1,773,607$5,585 ▲0.3%28,5790.4%ETFXOMExxon Mobil$1,733,221$693,939 ▲66.8%14,9110.4%Oils/EnergyCALFPacer US Small Cap Cash Cows 100 ETF$1,342,598$1,342,598 ▲New Holding27,3110.3%ETFUNPUnion Pacific$1,293,2370.0%5,2590.3%TransportationJPMJPMorgan Chase & Co.$1,135,610$90,729 ▲8.7%5,6700.3%FinancePEPPepsiCo$954,073$2,450 ▲0.3%5,4520.2%Consumer StaplesTGTTarget$930,178$6,025 ▲0.7%5,2490.2%Retail/WholesalePGProcter & Gamble$920,997$2,272 ▲0.2%5,6760.2%Consumer StaplesXELXcel Energy$890,659$4,408 ▲0.5%16,5700.2%UtilitiesABBVAbbVie$749,186$6,374 ▲0.9%4,1140.2%MedicalVIGVanguard Dividend Appreciation ETF$748,277$9,495 ▼-1.3%4,0980.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$677,209$2,898 ▲0.4%10,0490.2%ETFHDHome Depot$647,444$3,836 ▲0.6%1,6880.2%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$605,139$36,160 ▼-5.6%7,1960.1%ETFCVXChevron$586,787$6,310 ▲1.1%3,7200.1%Oils/EnergyWALWestern Alliance Bancorporation$581,163$3,787 ▲0.7%9,0540.1%FinanceSCHASchwab US Small-Cap ETF$555,054$230,403 ▼-29.3%11,2720.1%ETFIWDiShares Russell 1000 Value ETF$516,611$2,150 ▲0.4%2,8840.1%ETFAXPAmerican Express$506,767$1,594 ▲0.3%2,2260.1%FinanceGOOGLAlphabet$491,126$15,697 ▲3.3%3,2540.1%Computer and TechnologyABTAbbott Laboratories$471,191$2,273 ▲0.5%4,1460.1%MedicalIWFiShares Russell 1000 Growth ETF$470,459$674 ▲0.1%1,3960.1%ETFLMTLockheed Martin$460,737$8,642 ▲1.9%1,0130.1%AerospaceUPSUnited Parcel Service$438,231$4,460 ▲1.0%2,9480.1%TransportationEMREmerson Electric$426,809$681 ▲0.2%3,7630.1%Industrial ProductsSYKStryker$426,753$716 ▲0.2%1,1920.1%MedicalSBUXStarbucks$402,664$2,376 ▲0.6%4,4060.1%Retail/WholesaleTRVTravelers Companies$382,023$2,071 ▲0.5%1,6600.1%FinanceFIFiserv$349,6860.0%2,1880.1%Business ServicesMMCMarsh & McLennan Companies$335,284$412 ▲0.1%1,6280.1%FinanceVVisa$288,072$288,072 ▲New Holding1,0320.1%Business ServicesEPDEnterprise Products Partners$286,285$5,340 ▲1.9%9,8110.1%Oils/EnergyQQQInvesco QQQ$285,211$285,211 ▲New Holding6420.1%FinanceIBMInternational Business Machines$282,862$20,054 ▲7.6%1,4810.1%Computer and TechnologyWMTWalmart$274,396$183,232 ▲201.0%4,5600.1%Retail/WholesaleBABoeing$270,9580.0%1,4040.1%AerospaceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$262,799$898 ▲0.3%4,0970.1%ETFAPDAir Products and Chemicals$246,400$485 ▲0.2%1,0170.1%Basic MaterialsCINFCincinnati Financial$245,732$245,732 ▲New Holding1,9790.1%FinanceJNJJohnson & Johnson$243,097$1,898 ▲0.8%1,5370.1%MedicalCATCaterpillar$239,865$239,865 ▲New Holding6550.1%Industrial ProductsYUMYum! Brands$235,723$139 ▲0.1%1,7000.1%Retail/WholesaleADPAutomatic Data Processing$233,707$1,498 ▲0.6%9360.1%Business ServicesBMYBristol-Myers Squibb$227,799$2,223 ▲1.0%4,2010.1%MedicalHPQHP$218,932$1,481 ▲0.7%7,2450.1%Computer and TechnologyAMPAmeriprise Financial$207,647$207,647 ▲New Holding4740.0%FinanceTSLATesla$0$231 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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