Dechtman-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDA",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "CAT",
  null,
  "HON",
  "HD",
  "HPQ",
  "UNP",
  "EMR",
  "MMC",
  "MSFT",
  "AMP",
  "IJR",
  "IWD",
  "IWF",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "FNDX",
  "SCHX",
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "UPS",
  "VO",
  "VIG",
  null,
  "FI",
  "IWR",
  null,
  "AMZN",
  "MGV",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WAL",
  "XEL",
  "YUM",
  null,
  "SCHD",
  "SCHG",
  "SCHA",
  null,
  "ADP",
  "BRK-B",
  "BA",
  "BMY",
  "CINF",
  "CL",
  "QQQ",
  "EPD",
  "XOM",
  "TSLA",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-12
Total Holdings: 65
Total Value: 517428020
Accession Number: 0001992316-25-000001
Form Type: 13F-HR
CIK: dechtman-wealth-management
Manager Name: Dechtman-Wealth-Management

Data Enrichment

92% identified

60 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $517.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:505

Value:$228.9K

% of Portfolio:0.0% ($228.9K/$517.4M)

YUM BRANDS INC

YUM|988498101

Shares:1.7K

Value:$228.6K

% of Portfolio:0.0% ($228.6K/$517.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:952

Value:$215.2K

% of Portfolio:0.0% ($215.2K/$517.4M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.3K

Value:$211.3K

% of Portfolio:0.0% ($211.3K/$517.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.7K

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$517.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	505	QoQ NEW(+505) YoY-	All Managers (Combined)	$228.9K	0.0% ($228.9K/$517.4M)	QoQ NEW(+$228.9K) YoY-
YUM BRANDS INC(YUMcusip988498101)	1.7K	QoQ +0.05% (-1) YoY-	All Managers (Combined)	$228.6K	0.0% ($228.6K/$517.4M)	QoQ -3.90% (-$9.3K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	952	QoQ NEW(+952) YoY-	All Managers (Combined)	$215.2K	0.0% ($215.2K/$517.4M)	QoQ NEW(+$215.2K) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	2.3K	QoQ -16.34% (-454) YoY-	All Managers (Combined)	$211.3K	0.0% ($211.3K/$517.4M)	QoQ -26.72% (-$77.1K) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.7K	QoQ NEW(+3.7K) YoY-	All Managers (Combined)	$206.6K	0.0% ($206.6K/$517.4M)	QoQ NEW(+$206.6K) YoY-