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  Name: Dechtman Wealth Management LLC
  City: CENTENNIAL
  State: CO
  Zip: 80111
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $428,605,000
  Total Value Change : $48,375,000
  Securities Held Change : 7
   
All Securities Held : 63
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 41
  Unchanged Positions : 3
  Decreased Positions : 11

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (UNP)1 Year Chart         UNP Union Pacific Corp 21 - $245.90 $1,293,000 5,259 0.3% 2,000 0 0.001    Railroads
   (FISV)1 Year Chart         FISV Fiserv Inc 46 - $152.84 $350,000 2,188 0.08% 60,000 0 0    Business Software & S...
   (BA)1 Year Chart         BA Boeing Co 53 - $182.96 $271,000 1,404 0.06% -94,000 0 0    Aerospace/Defense - M...

      3 Records Found
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