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| Name: |
Dechtman Wealth Management LLC |
| City: |
CENTENNIAL |
| State: |
CO |
| Zip: |
80111 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MGV |
Vanguard Mega Cap 300 Value... |
15 |
New |
$116.05 |
$2,493,000 |
20,856 |
0.58% |
2,493,000 |
20,856 |
0.023 |
Closed - End Fund - E... |
|
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CGCP |
Capital Group Core Plus Inc... |
17 |
New |
$0.00 |
$2,105,000 |
93,731 |
0.49% |
2,105,000 |
93,731 |
0.104 |
N/A |
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CALF |
Pacer Us Small Cap Cash Cow... |
20 |
New |
$0.00 |
$1,343,000 |
27,311 |
0.31% |
1,343,000 |
27,311 |
0.026 |
N/A |
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V |
Visa Inc |
48 |
New |
$280.10 |
$288,000 |
1,032 |
0.07% |
288,000 |
1,032 |
0 |
Business Services |
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QQQ |
Invesco QQQ Trust Series I |
50 |
New |
$451.76 |
$285,000 |
642 |
0.07% |
285,000 |
642 |
0 |
Closed - End Fund - Debt |
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CINF |
Cincinnati Financial Corp |
55 |
New |
$120.06 |
$246,000 |
1,979 |
0.06% |
246,000 |
1,979 |
0.002 |
Property & Casualty I... |
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CAT |
Caterpillar Inc |
58 |
New |
$356.27 |
$240,000 |
655 |
0.06% |
240,000 |
655 |
0 |
Farm & Construction M... |
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AMP |
Ameriprise Financial Inc |
63 |
New |
$434.12 |
$208,000 |
474 |
0.05% |
208,000 |
474 |
0 |
Asset Management |
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