Sponsored
The Analysis of Decker Wealth Management LLC's Holdings & P&L
Currently, Decker Wealth Management LLC holds 104 types of securities in its portfolio with a total value $440.4M. In the most recent quarter, they have increased their positions in MLPX (+374.6K shares, valued at $27.7M), VUG (+57.8K shares, valued at $25.3M), SDVY (+628.7K shares, valued at $24.8M); initiated new positions in MLPX (+374.6K shares, valued at $27.7M), VUG (+57.8K shares, valued at $25.3M), SDVY (+628.7K shares, valued at $24.8M).
1M P&L
+5.6M+1.26%
3M P&L
-108.2M-19.35%
HY P&L
-116.6M-20.55%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A284.8M
68.8%
2Drug Manufacturers - General23.9M
5.8%
3Consumer Electronics13.5M
3.3%
Top Industries by Stock Count
1N/A50 stocks
52.6%
2Drug Manufacturers - General5 stocks
5.3%
3Medical Devices2 stocks
2.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.8K sharesnew addition2026-03-312026-05-07
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MLPX
NewGLOBAL X FDS
Shares374.6K
Event2026-03-31
Filed2026-05-07
VUG
NewVANGUARD INDEX FDS
Shares57.8K
Event2026-03-31
Filed2026-05-07
SDVY
NewFIRST TR EXCHANGE TRADED FD
Shares628.7K
Event2026-03-31
Filed2026-05-07
COWZ
NewPACER FDS TR
Shares367.4K
Event2026-03-31
Filed2026-05-07
VYM
NewVANGUARD WHITEHALL FDS
Shares151.0K
Event2026-03-31
Filed2026-05-07
DDEC
NewFIRST TR EXCHNG TRADED FD VI
Shares379.9K
Event2026-03-31
Filed2026-05-07
LLY
NewELI LILLY & CO
Shares17.2K
Event2026-03-31
Filed2026-05-07
SHLD
NewGLOBAL X FDS
Shares198.3K
Event2026-03-31
Filed2026-05-07
AAPL
NewAPPLE INC
Shares53.1K
Event2026-03-31
Filed2026-05-07
IGM
NewISHARES TR
Shares103.9K
Event2026-03-31
Filed2026-05-07
HYBL
NewSSGA ACTIVE TR
Shares419.5K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
NewALPHABET INC
Shares33.9K
Event2026-03-31
Filed2026-05-07
DJUL
NewFIRST TR EXCHNG TRADED FD VI
Shares203.4K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
NewBROADCOM INC
Shares29.0K
Event2026-03-31
Filed2026-05-07
WMT
NewWALMART INC
Shares72.0K
Event2026-03-31
Filed2026-05-07
MSFT
NewMICROSOFT CORP
Shares23.0K
Event2026-03-31
Filed2026-05-07
DMAR
NewFIRST TR EXCHNG TRADED FD VI
Shares196.7K
Event2026-03-31
Filed2026-05-07
BSCV
NewINVESCO EXCH TRD SLF IDX FD
Shares485.7K
Event2026-03-31
Filed2026-05-07
TJX
NewTJX COS INC NEW
Shares49.9K
Event2026-03-31
Filed2026-05-07
AIQ
NewGLOBAL X FDS
Shares162.2K
Event2026-03-31
Filed2026-05-07
BSCW
NewINVESCO EXCH TRD SLF IDX FD
Shares364.9K
Event2026-03-31
Filed2026-05-07
BSCT
NewINVESCO EXCH TRD SLF IDX FD
Shares395.5K
Event2026-03-31
Filed2026-05-07
JEPI
NewJ P MORGAN EXCHANGE TRADED F
Shares127.7K
Event2026-03-31
Filed2026-05-07
BSCU
NewINVESCO EXCH TRD SLF IDX FD
Shares430.2K
Event2026-03-31
Filed2026-05-07
AMZN
NewAMAZON COM INC
Shares33.1K
Event2026-03-31
Filed2026-05-07
HCA
NewHCA HEALTHCARE INC
Shares14.3K
Event2026-03-31
Filed2026-05-07
NUE
NewNUCOR CORP
Shares39.9K
Event2026-03-31
Filed2026-05-07
BSCS
NewINVESCO EXCH TRD SLF IDX FD
Shares329.0K
Event2026-03-31
Filed2026-05-07
WM
NewWASTE MGMT INC DEL
Shares28.3K
Event2026-03-31
Filed2026-05-07
VTV
NewVANGUARD INDEX FDS
Shares32.6K
Event2026-03-31
Filed2026-05-07
V
NewVISA INC
Shares19.8K
Event2026-03-31
Filed2026-05-07
R
NewRYDER SYS INC
Shares27.8K
Event2026-03-31
Filed2026-05-07
NVDA
NewNVIDIA CORPORATION
Shares32.4K
Event2026-03-31
Filed2026-05-07
AMGN
NewAMGEN INC
Shares15.8K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares58.6K
Event2026-03-31
Filed2026-05-07
IBM
NewINTERNATIONAL BUSINESS MACHS
Shares20.4K
Event2026-03-31
Filed2026-05-07
SCHD
NewSCHWAB STRATEGIC TR
Shares125.6K
Event2026-03-31
Filed2026-05-07
IVW
NewISHARES TR
Shares26.4K
Event2026-03-31
Filed2026-05-07
IVV
NewISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-07
DMAY
NewFIRST TR EXCHNG TRADED FD VI
Shares46.5K
Event2026-03-31
Filed2026-05-07
JNJ
NewJOHNSON & JOHNSON
Shares7.8K
Event2026-03-31
Filed2026-05-07
BAC
NewBANK AMERICA CORP
Shares38.9K
Event2026-03-31
Filed2026-05-07
JEPQ
NewJ P MORGAN EXCHANGE TRADED F
Shares32.8K
Event2026-03-31
Filed2026-05-07
CSX
NewCSX CORP
Shares42.4K
Event2026-03-31
Filed2026-05-07
SPTM
NewSPDR SERIES TRUST
Shares21.0K
Event2026-03-31
Filed2026-05-07
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares7.6K
Event2026-03-31
Filed2026-05-07
ABT
NewABBOTT LABORATORIES
Shares14.8K
Event2026-03-31
Filed2026-05-07
MTUM
NewISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-05-07
BSCR
NewINVESCO EXCH TRD SLF IDX FD
Shares67.8K
Event2026-03-31
Filed2026-05-07
IWB
NewISHARES TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
IVE
NewISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-05-07
LMT
NewLOCKHEED MARTIN CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
INVESCO EXCH TRADED FD TR II
NewINVESCO EXCH TRADED FD TR II
Shares12.8K
Event2026-03-31
Filed2026-05-07
NEM
NewNEWMONT CORP
Shares8.6K
Event2026-03-31
Filed2026-05-07
CSCO
NewCISCO SYS INC
Shares11.9K
Event2026-03-31
Filed2026-05-07
ENB
NewENBRIDGE INC
Shares16.8K
Event2026-03-31
Filed2026-05-07
QTEC
NewFIRST TR EXCHANGE-TRADED FD
Shares3.8K
Event2026-03-31
Filed2026-05-07
VBK
NewVANGUARD INDEX FDS
Shares2.5K
Event2026-03-31
Filed2026-05-07
JPST
NewJ P MORGAN EXCHANGE TRADED F
Shares14.6K
Event2026-03-31
Filed2026-05-07
FHN
NewFIRST HORIZON CORPORATION
Shares32.4K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
NewDUKE ENERGY CORP NEW
Shares5.5K
Event2026-03-31
Filed2026-05-07
IWP
NewISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-07
JPM
NewJPMORGAN CHASE & CO
Shares2.2K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
NewTOTALENERGIES SE
Shares6.7K
Event2026-03-31
Filed2026-05-07
CVX
NewCHEVRON CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-07
GLDM
NewWORLD GOLD TR
Shares6.3K
Event2026-03-31
Filed2026-05-07
AIVL
NewWISDOMTREE TR
Shares4.9K
Event2026-03-31
Filed2026-05-07
SLV
NewISHARES SILVER TR
Shares8.1K
Event2026-03-31
Filed2026-05-07
SYK
NewSTRYKER CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-05-07
VZ
NewVERIZON COMMUNICATIONS INC
Shares9.8K
Event2026-03-31
Filed2026-05-07
IJR
NewISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-07
FDN
NewFIRST TR EXCHANGE-TRADED FD
Shares2.1K
Event2026-03-31
Filed2026-05-07
IJT
NewISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-07
XLK
NewSELECT SECTOR SPDR TR
Shares3.5K
Event2026-03-31
Filed2026-05-07
XOM
NewEXXON MOBIL CORP
Shares2.6K
Event2026-03-31
Filed2026-05-07
EFA
NewISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-05-07
PAYX
NewPAYCHEX INC
Shares4.4K
Event2026-03-31
Filed2026-05-07
HD
NewHOME DEPOT INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
RTX
NewRTX CORPORATION
Shares2.1K
Event2026-03-31
Filed2026-05-07
GILD
NewGILEAD SCIENCES INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
PG
NewPROCTER & GAMBLE CO
Shares2.7K
Event2026-03-31
Filed2026-05-07
KO
NewCOCA COLA CO
Shares5.2K
Event2026-03-31
Filed2026-05-07
IYF
NewISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-07
CMI
NewCUMMINS INC
Shares621
Event2026-03-31
Filed2026-05-07
RVT
NewROYCE SMALL CAP TRUST INC
Shares19.5K
Event2026-03-31
Filed2026-05-07
AFL
NewAFLAC INC
Shares2.9K
Event2026-03-31
Filed2026-05-07
IBTG
NewISHARES TR
Shares14.1K
Event2026-03-31
Filed2026-05-07
CTVA
NewCORTEVA INC
Shares3.6K
Event2026-03-31
Filed2026-05-07
KLAC
NewKLA CORP
Shares200
Event2026-03-31
Filed2026-05-07
ALL
NewALLSTATE CORP
Shares1.3K
Event2026-03-31
Filed2026-05-07
MMM
New3M CO
Shares1.8K
Event2026-03-31
Filed2026-05-07
NSC
NewNORFOLK SOUTHN CORP
Shares925
Event2026-03-31
Filed2026-05-07
ALPHABET INC
NewALPHABET INC
Shares915
Event2026-03-31
Filed2026-05-07
FBK
NewFB FINL CORP
Shares5.0K
Event2026-03-31
Filed2026-05-07
IBTH
NewISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
NewVANGUARD INDEX FDS
Shares404
Event2026-03-31
Filed2026-05-07
SRLN
NewSSGA ACTIVE ETF TR
Shares5.9K
Event2026-03-31
Filed2026-05-07
IJJ
NewISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
VTI
NewVANGUARD INDEX FDS
Shares681
Event2026-03-31
Filed2026-05-07
SCHB
NewSCHWAB STRATEGIC TR
Shares8.7K
Event2026-03-31
Filed2026-05-07
GSK PLC
NewGSK PLC
Shares3.9K
Event2026-03-31
Filed2026-05-07
PFE
NewPFIZER INC
Shares7.6K
Event2026-03-31
Filed2026-05-07
TSLA
NewTESLA INC
Shares195
Event2026-03-31
Filed2026-05-07
CRNT
NewCERAGON NETWORKS LTD
Shares10.0K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
TSLA Call
NewTESLA INC
Shares1.0K
Event2026-03-31
Filed2026-05-07
Put Option Holdings
No put option holdings data available
No put option holdings data available