The Analysis of DecisionMap Wealth Management, LLC's Holdings
Currently, DecisionMap Wealth Management, LLC holds 134 types of securities in its portfolio with a total value $162.2M. In the most recent quarter, they have increased their positions in IVV (+3.9K shares, valued at $2.7M), FESM (+37.0K shares, valued at $1.4M), PWRD (+14.1K shares, valued at $1.4M); decreased their positions in ABFL (-21.3K shares, valued at $1.5M), IYW (-7.0K shares, valued at $1.4M), IJR (-11.2K shares, valued at $1.3M); initiated new positions in FESM (+37.0K shares, valued at $1.4M), PWRD (+14.1K shares, valued at $1.4M), TLH (+9.5K shares, valued at $970.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR20.7K shares23.08%2025-12-312026-01-07
SPYG SPDR SER TR89.1K shares8.46%2025-12-312026-01-07 IEFA ISHARES TR70.9K shares11.12%2025-12-312026-01-07 SPYV SPDR SER TR84.6K shares-17.91%2025-12-312026-01-07 NVDA NVIDIA CORPORATION25.5K shares13.20%2025-12-312026-01-07 HEFA ISHARES TR113.3K shares-3.97%2025-12-312026-01-07 IEMG ISHARES INC67.4K shares5.07%2025-12-312026-01-07 FBTC FIDELITY WISE ORIGIN BITCOIN56.2K shares39.58%2025-12-312026-01-07 AAPL APPLE INC14.7K shares0.03%2025-12-312026-01-07 MSFT MICROSOFT CORP7.8K shares-0.28%2025-12-312026-01-07 DFCF DIMENSIONAL ETF TRUST85.2K shares0.21%2025-12-312026-01-07 AGG ISHARES TR32.9K shares7.53%2025-12-312026-01-07 ABFL TRIMTABS ETF TR45.0K shares-32.14%2025-12-312026-01-07 FBND FIDELITY MERRIMACK STR TR67.3K shares38.78%2025-12-312026-01-07 BINC BLACKROCK ETF TRUST II52.4K shares5.92%2025-12-312026-01-07 KO COCA COLA CO37.3K shares0.16%2025-12-312026-01-07 ALPHABET INC ALPHABET INC7.0K shares-0.81%2025-12-312026-01-07 MBB ISHARES TR22.6K shares-8.70%2025-12-312026-01-07 VTI VANGUARD INDEX FDS6.3K shares0.27%2025-12-312026-01-07 USMV ISHARES TR18.3K shares-27.18%2025-12-312026-01-07 AMZN AMAZON COM INC7.4K shares0.13%2025-12-312026-01-07 IJR ISHARES TR12.6K shares-47.01%2025-12-312026-01-07 STIP ISHARES TR14.8K shares7.62%2025-12-312026-01-07 XLF SELECT SECTOR SPDR TR27.1K shares7.75%2025-12-312026-01-07 FESM FIDELITY COVINGTON TRUST37.0K sharesnew addition2025-12-312026-01-07 PWRD TCW ETF TRUST14.1K sharesnew addition2025-12-312026-01-07 META META PLATFORMS INC2.1K shares0.69%2025-12-312026-01-07 DFSD DIMENSIONAL ETF TRUST27.5K shares-0.45%2025-12-312026-01-07 BROADCOM INC BROADCOM INC3.8K shares-0.92%2025-12-312026-01-07 PG PROCTER AND GAMBLE CO8.8K shares-1.10%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR1.8K shares0.00%2025-12-312026-01-07 LLY ELI LILLY & CO1.2K shares-9.58%2025-12-312026-01-07 SCHG SCHWAB STRATEGIC TR36.5K shares1.08%2025-12-312026-01-07 TSLA TESLA INC2.6K shares2.61%2025-12-312026-01-07 V VISA INC3.3K shares-4.29%2025-12-312026-01-07 ROL ROLLINS INC18.8K shares0.00%2025-12-312026-01-07 ALPHABET INC ALPHABET INC3.5K shares-1.28%2025-12-312026-01-07 PCAR PACCAR INC10.0K shares0.39%2025-12-312026-01-07 SPDR SER TR SPDR SER TR11.2K shares-8.46%2025-12-312026-01-07 JNJ JOHNSON & JOHNSON5.1K shares0.65%2025-12-312026-01-07 IGSB ISHARES TR19.3K shares-18.37%2025-12-312026-01-07 JPM JPMORGAN CHASE & CO3.1K shares0.89%2025-12-312026-01-07 IBIT ISHARES BITCOIN TRUST ETF19.6K shares34.36%2025-12-312026-01-07 TLH ISHARES TR9.5K sharesnew addition2025-12-312026-01-07 MUB ISHARES TR8.7K shares-2.54%2025-12-312026-01-07 HYMB SPDR SER TR37.3K shares-3.53%2025-12-312026-01-07 BNL BROADSTONE NET LEASE INC53.0K shares4.29%2025-12-312026-01-07 SCHB SCHWAB STRATEGIC TR34.8K shares2.33%2025-12-312026-01-07 WMT WALMART INC8.2K shares139.76%2025-12-312026-01-07 IXUS ISHARES TR10.6K shares-0.94%2025-12-312026-01-07 HD HOME DEPOT INC2.4K shares3.25%2025-12-312026-01-07 VTV VANGUARD INDEX FDS4.1K shares-2.55%2025-12-312026-01-07 BAI BLACKROCK ETF TRUST22.4K sharesnew addition2025-12-312026-01-07 RTX RAYTHEON TECHNOLOGIES CORP4.0K shares-8.97%2025-12-312026-01-07 IBDT ISHARES TR28.0K shares15.24%2025-12-312026-01-07 DIS DISNEY WALT CO6.2K shares5.01%2025-12-312026-01-07 IBDS ISHARES TR29.1K shares15.38%2025-12-312026-01-07 ORCL ORACLE CORP3.6K shares11.66%2025-12-312026-01-07 IBDU ISHARES TR29.6K shares15.78%2025-12-312026-01-07 IBDV ISHARES TR31.3K shares15.81%2025-12-312026-01-07 IBDR ISHARES TR28.2K shares6.75%2025-12-312026-01-07 TIP ISHARES TR6.2K shares8.60%2025-12-312026-01-07 VO VANGUARD INDEX FDS2.3K shares0.00%2025-12-312026-01-07 SCHF SCHWAB STRATEGIC TR27.9K shares2.28%2025-12-312026-01-07 IBDW ISHARES TR30.4K shares17.22%2025-12-312026-01-07 SBUX STARBUCKS CORP7.3K shares-3.69%2025-12-312026-01-07 HON HONEYWELL INTL INC3.0K shares3.72%2025-12-312026-01-07 ASML ASML HOLDING N V552 shares-21.48%2025-12-312026-01-07 NVO NOVO-NORDISK A S11.4K shares6.27%2025-12-312026-01-07 CHRW C H ROBINSON WORLDWIDE INC3.4K shares-16.63%2025-12-312026-01-07 UNILEVER PLC UNILEVER PLC8.2K sharesnew addition2025-12-312026-01-07 GOVT ISHARES TR21.3K shares1.04%2025-12-312026-01-07 DEO DIAGEO PLC5.5K shares15.90%2025-12-312026-01-07 PLTR PALANTIR TECHNOLOGIES INC2.6K shares1.91%2025-12-312026-01-07 CAT CATERPILLAR INC803 shares-0.86%2025-12-312026-01-07 MSTR MICROSTRATEGY INC2.8K shares-1.45%2025-12-312026-01-07 MA MASTERCARD INCORPORATED700 shares-7.41%2025-12-312026-01-07 VTEB VANGUARD MUN BD FDS7.6K shares4.51%2025-12-312026-01-07 SMMU PIMCO ETF TR7.5K shares-1.03%2025-12-312026-01-07 ITOT ISHARES TR2.4K shares-3.06%2025-12-312026-01-07 WFC WELLS FARGO CO NEW3.9K shares30.95%2025-12-312026-01-07 SGOV ISHARES TR3.6K sharesnew addition2025-12-312026-01-07 COST COSTCO WHSL CORP NEW408 shares7.94%2025-12-312026-01-07 IBTK ISHARES TR17.5K shares1.59%2025-12-312026-01-07 IBTJ ISHARES TR15.8K shares1.20%2025-12-312026-01-07 IBTL ISHARES TR16.7K shares70.24%2025-12-312026-01-07 SCHV SCHWAB STRATEGIC TR11.6K shares3.68%2025-12-312026-01-07 XOM EXXON MOBIL CORP2.8K shares2.34%2025-12-312026-01-07 NFLX NETFLIX INC3.6K shares840.10%2025-12-312026-01-07 LMT LOCKHEED MARTIN CORP693 shares-23.43%2025-12-312026-01-07 IBDX ISHARES TR13.1K shares61.68%2025-12-312026-01-07 CVX CHEVRON CORP NEW2.1K shares-0.79%2025-12-312026-01-07 VB VANGUARD INDEX FDS1.2K shares-1.81%2025-12-312026-01-07 GS GOLDMAN SACHS GROUP INC362 shares0.56%2025-12-312026-01-07 TJX TJX COS INC NEW2.0K shares1.35%2025-12-312026-01-07 ABBV ABBVIE INC1.3K shares3.11%2025-12-312026-01-07 OEF ISHARES TR876 shares22.35%2025-12-312026-01-07 IYW ISHARES TR1.5K shares-82.62%2025-12-312026-01-07 UNP UNION PAC CORP1.3K shares0.24%2025-12-312026-01-07 VBR VANGUARD INDEX FDS1.4K shares-3.45%2025-12-312026-01-07 AXP AMERICAN EXPRESS CO777 shares1.57%2025-12-312026-01-07 IGEB ISHARES TR6.3K shares1.42%2025-12-312026-01-07 IBM INTERNATIONAL BUSINESS MACHS944 shares-0.74%2025-12-312026-01-07 INVESCO QQQ TR INVESCO QQQ TR448 sharesnew addition2025-12-312026-01-07 IBTI ISHARES TR12.0K shares2.65%2025-12-312026-01-07 IBTH ISHARES TR11.8K shares2.04%2025-12-312026-01-07 IXN ISHARES TR2.5K sharesnew addition2025-12-312026-01-07 IJH ISHARES TR4.0K shares-4.08%2025-12-312026-01-07 BSV VANGUARD BD INDEX FDS3.3K sharesnew addition2025-12-312026-01-07 VUG VANGUARD INDEX FDS533 shares0.00%2025-12-312026-01-07 EMGF ISHARES INC4.4K shares5.30%2025-12-312026-01-07 SYK STRYKER CORPORATION713 shares1.13%2025-12-312026-01-07 LINDE PLC LINDE PLC575 shares-2.71%2025-12-312026-01-07 IUSB ISHARES TR5.1K shares8.17%2025-12-312026-01-07 MCD MCDONALDS CORP777 shares1.17%2025-12-312026-01-07 UNH UNITEDHEALTH GROUP INC719 sharesnew addition2025-12-312026-01-07 EFG ISHARES TR2.1K shares-0.53%2025-12-312026-01-07 INTU INTUIT353 shares-4.34%2025-12-312026-01-07 MUNI INTER MUN BD ACT4.5K shares13.43%2025-12-312026-01-07 TLT ISHARES TR2.6K shares-77.93%2025-12-312026-01-07 VNQ VANGUARD INDEX FDS2.6K shares16.67%2025-12-312026-01-07 FQAL FIDELITY COVINGTON TRUST3.0K shares5.37%2025-12-312026-01-07 BAC BANK AMERICA CORP4.1K shares4.69%2025-12-312026-01-07 MEAR ISHARES U S ETF TR4.3K shares-10.18%2025-12-312026-01-07 IWV ISHARES TR559 shares0.00%2025-12-312026-01-07 VONV VANGUARD SCOTTSDALE FDS2.3K shares0.09%2025-12-312026-01-07 IBTG ISHARES TR9.3K shares4.27%2025-12-312026-01-07 JMST J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available