Dechtman Wealth Management, LLC
Filing Date
Global Rank
#6,791
/ 8,042
▼ 458
· as of Dec 2024
Top Industry
Consumer Electronics
16.2%
3Y Alpha vs SPY
-5.6%
Period ended 1 year ago
Filed Feb 12, 2025 · 1y
7 quarters · since Jun 2023
Clone Performance
Aug 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.8%
SPY
+72.8%
Annualised alpha
-5.5%
Max drawdown
−20.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
44 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024Top Position
15.7%
+0.2 pts
Top 5
50.3%
+0.5 pts
Top 10
64.6%
−0.3 pts
HHI
657
Diversified+9
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.9% | $14,028,090 |
| Consumer Cyclical | 14.7% | $5,462,688 |
| Financial Services | 11.6% | $4,310,878 |
| Industrials | 9.1% | $3,378,125 |
| Consumer Defensive | 7.8% | $2,893,937 |
| Energy | 5.3% | $1,956,390 |
| Healthcare | 5.1% | $1,880,872 |
| Utilities | 2.9% | $1,089,502 |
| Unclassified | 2.9% | $1,068,565 |
| Communication Services | 1.8% | $679,776 |
| Basic Materials | 0.8% | $296,130 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +828 | 26,576 | $3,568,891 | |
| CAT | Caterpillar Inc | +192 | 852 | $309,071 | |
| EPD | Enterprise Products Partners L.P. | +173 | 10,339 | $324,231 | |
| XEL | Xcel Energy Inc | +138 | 16,136 | $1,089,502 | |
| SPY | Spdr S&P 500 ETF Trust | +49 | 567 | $332,307 | |
| TGT | Target Corp | +44 | 5,372 | $726,186 | |
| HPQ | Hp Inc | +42 | 7,079 | $230,987 | |
| WAL | Western Alliance Bancorporation | +37 | 9,186 | $767,398 | |
| ABBV | AbbVie Inc. | +30 | 4,400 | $781,880 | |
| SBUX | Starbucks Corp | +27 | 4,491 | $409,803 | |
| JPM | Jpmorgan Chase & Co | +26 | 5,855 | $1,403,502 | |
| UNP | Union Pacific Corp | +16 | 5,329 | $1,215,225 | |
| ABT | Abbott Laboratories | +14 | 4,006 | $453,118 | |
| CINF | Cincinnati Financial Corp | +12 | 2,031 | $291,854 | |
| PG | PROCTER & GAMBLE Co | +10 | 4,833 | $810,252 | |
| HD | Home Depot, Inc. | +9 | 1,685 | $655,448 | |
| EMR | Emerson Electric Co | +6 | 3,783 | $468,827 | |
| AXP | American Express Co | +5 | 2,244 | $665,996 | |
| IBM | International Business Machines Corp | +4 | 1,496 | $328,865 | |
| MMM | 3M Co | +4 | 1,796 | $231,845 | |
| ADP | Automatic Data Processing Inc | +4 | 951 | $278,386 | |
| LMT | Lockheed Martin Corp | +4 | 678 | $329,467 | |
| GOOGL | Alphabet Inc. | +3 | 3,591 | $679,776 | |
| SYK | Stryker Corp | +3 | 1,220 | $439,261 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2 | 561 | $286,800 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CL | Colgate Palmolive Co | −454 | 2,324 | $211,274 | |
| XOM | Exxon Mobil Corp | −159 | 15,173 | $1,632,159 | |
| UPS | United Parcel Service Inc | −151 | 2,954 | $372,499 | |
| PEP | Pepsico Inc | −145 | 4,803 | $730,344 | |
| AAPL | Apple Inc. | −71 | 23,296 | $5,833,784 | |
| MSFT | Microsoft Corp | −6 | 8,985 | $3,787,177 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
44 positions ·
$37,044,953 total
· as of Dec 31, 2024
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 23,296 | $5,833,784 | 15.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 17,325 | $3,800,931 | 10.26% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,985 | $3,787,177 | 10.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 26,576 | $3,568,891 | 9.63% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 15,173 | $1,632,159 | 4.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,855 | $1,403,502 | 3.79% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 5,329 | $1,215,225 | 3.28% | |
| XEL |
Xcel Energy Inc
Utilities
|
Added | 16,136 | $1,089,502 | 2.94% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,833 | $810,252 | 2.19% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,400 | $781,880 | 2.11% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Added | 9,186 | $767,398 | 2.07% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,803 | $730,344 | 1.97% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 5,372 | $726,186 | 1.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,591 | $679,776 | 1.84% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,244 | $665,996 | 1.80% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,685 | $655,448 | 1.77% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 3,783 | $468,827 | 1.27% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,006 | $453,118 | 1.22% | |
| FISV |
Fiserv Inc
|
Held | 2,188 | $449,458 | 1.21% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 1,220 | $439,261 | 1.19% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,603 | $415,881 | 1.12% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 4,491 | $409,803 | 1.11% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 2,954 | $372,499 | 1.01% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 911 | $367,898 | 0.99% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,114 | $352,068 | 0.95% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 1,632 | $346,653 | 0.94% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 567 | $332,307 | 0.90% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 678 | $329,467 | 0.89% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,496 | $328,865 | 0.89% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 10,339 | $324,231 | 0.88% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 852 | $309,071 | 0.83% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 1,021 | $296,130 | 0.80% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Added | 2,031 | $291,854 | 0.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 561 | $286,800 | 0.77% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 951 | $278,386 | 0.75% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Added | 478 | $254,501 | 0.69% | |
| BA |
Boeing Co
Industrials
|
Held | 1,404 | $248,508 | 0.67% | |
| MMM |
3M Co
Industrials
|
Added | 1,796 | $231,845 | 0.63% | |
| HPQ |
Hp Inc
Technology
|
Added | 7,079 | $230,987 | 0.62% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 505 | $228,906 | 0.62% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 1,704 | $228,608 | 0.62% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 2,324 | $211,274 | 0.57% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 3,653 | $206,613 | 0.56% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 952 | $202,683 | 0.55% |