Decision Map Wealth Management, LLC New Holdings in Q4 2024

Decision Map Wealth Management, LLC

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
3.88K
New
$163.08 - $198.16 $633K - $770K
3.88K $740M
JPM
Jpmorgan Chase & CO

Financial Services
2.97K
New
$205.18 - $250.29 $610K - $744K
2.97K $712M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.1K
New
$44.87 - $46.86 $675K - $705K
15.1K $675M
ADBE
Adobe Inc.

Technology
1.49K
New
$437.39 - $552.96 $650K - $821K
1.49K $660M
IXUS
Ishares Tr

ETFs
9.64K
New
$65.95 - $72.56 $636K - $700K
9.64K $638M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.26K
New
$100.24 - $101.35 $628K - $635K
6.26K $630M
SBUX
Starbucks Corp

Consumer Cyclical
6.77K
New
$87.44 - $102.5 $592K - $694K
6.77K $617M
VO
Vanguard Mid Cap ETF

ETFs
2.32K
New
$261.5 - $284.63 $607K - $660K
2.32K $613M
RTX
Raytheon Technologies Corp

Industrials
5.07K
New
$114.45 - $127.21 $580K - $645K
5.07K $587M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.26K
New
$106.33 - $110.69 $559K - $582K
5.26K $560M
GD
General Dynamics Corp

Industrials
1.99K
New
$260.28 - $314.03 $519K - $626K
1.99K $525M
NKE
Nike, Inc.

Consumer Cyclical
6.83K
New
$73.36 - $89.13 $501K - $609K
6.83K $517M
UL
Unilever PLC

Consumer Defensive
8.94K
New
$56.7 - $64.64 $507K - $578K
8.94K $507M
ASML
Asml Holding Nv

Technology
729
New
$658.43 - $872.27 $480K - $636K
729 $505M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
19.9K
New
$25.0 - $25.11 $496K - $499K
19.9K $497M
LMT
Lockheed Martin Corp

Industrials
1.02K
New
$479.66 - $614.62 $490K - $628K
1.02K $496M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4.77K
New
$101.82 - $114.06 $485K - $544K
4.77K $493M
PEP
Pepsico Inc

Consumer Defensive
3.23K
New
$151.29 - $176.1 $488K - $568K
3.23K $491M
NVO
Novo Nordisk A S

Healthcare
5.71K
New
$85.0 - $120.04 $485K - $685K
5.71K $491M
Ishares Bitcoin Trust ETF
9.01K
New
N/A
9.01K $478M
DEO
Diageo PLC

Consumer Defensive
3.74K
New
$118.0 - $139.88 $441K - $523K
3.74K $475M
MDT
Medtronic PLC

Healthcare
5.93K
New
$79.61 - $92.24 $472K - $547K
5.93K $474M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20.2K
New
$22.39 - $23.45 $452K - $473K
20.2K $464M
LLY
Eli Lilly & CO

Healthcare
562
New
$727.2 - $932.06 $409K - $524K
562 $434M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.7K
New
$51.58 - $52.91 $397K - $407K
7.7K $398M
UNH
Unitedhealth Group Inc

Healthcare
781
New
$485.52 - $625.25 $379K - $488K
781 $395M
MA
Mastercard Inc

Financial Services
742
New
$491.3 - $536.15 $365K - $398K
742 $391M
COST
Costco Wholesale Corp

Consumer Defensive
416
New
$873.59 - $994.69 $363K - $414K
416 $381M
VB
Vanguard Small Cap ETF

ETFs
1.5K
New
$233.76 - $261.58 $351K - $393K
1.5K $361M
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.7K
New
$25.79 - $80.4 $352K - $1.1M
13.7K $356M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.74K
New
$124.26 - $134.12 $340K - $367K
2.74K $352M
NFLX
Netflix Inc

Communication Services
385
New
$687.65 - $936.56 $265K - $361K
385 $343M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.6K
New
N/A
13.6K $328M
VBR
Vanguard Small Cap Value ETF

ETFs
1.57K
New
$197.36 - $217.3 $309K - $340K
1.57K $310M
UNP
Union Pacific Corp

Industrials
1.34K
New
$223.15 - $249.32 $299K - $334K
1.34K $305M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.9K
New
$24.82 - $25.48 $296K - $304K
11.9K $297M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.4K
New
$23.88 - $24.32 $296K - $301K
12.4K $297M
MEAR
Blackrock Short Maturity Munic

ETFs
5.91K
New
$49.94 - $50.28 $295K - $297K
5.91K $295M
CAT
Caterpillar Inc

Industrials
809
New
$360.37 - $416.88 $292K - $337K
809 $293M
XOM
Exxon Mobil Corp

Energy
2.71K
New
$105.51 - $125.37 $286K - $339K
2.71K $291M
SYK
Stryker Corp

Healthcare
779
New
$345.14 - $392.15 $269K - $305K
779 $280M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.44K
New
$61.68 - $67.87 $274K - $302K
4.44K $277M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.9K
New
$21.25 - $22.07 $275K - $285K
12.9K $275M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
14.2K
New
$19.11 - $20.04 $271K - $284K
14.2K $272M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.9K
New
$22.71 - $23.47 $270K - $279K
11.9K $271M
IBDV
Ishares Tr

Technology
12.6K
New
$21.24 - $22.15 $268K - $279K
12.6K $269M
IBM
International Business Machines Corp

Technology
1.18K
New
$204.9 - $238.04 $242K - $281K
1.18K $260M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.18K
New
$49.79 - $51.14 $258K - $265K
5.18K $259M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.44K
New
$47.26 - $48.18 $257K - $262K
5.44K $258M
Activity Summary
Buys All Purchases 111 New Holdings 111 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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