Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | RTX | RAYTHEON TECHNOLOGIES CORP | Industrials | 3,745.0 | $711K | 0.40% | -253.0 | -6.3% | $189.74 | +11.6% |
| 62 | IBDU | ISHARES TR | — | 30,253.0 | $701K | 0.39% | +690.0 | +2.3% | $23.16 | -0.5% |
| 63 | IBDV | ISHARES TR | — | 32,138.0 | $701K | 0.39% | +848.0 | +2.7% | $21.80 | -1.0% |
| 64 | VO | VANGUARD INDEX FDS | — | 8,592.0 | $692K | 0.39% | +6K | +271.1% | $80.57 | +2.4% |
| 65 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 19,915.0 | $663K | 0.37% | +363.0 | +1.9% | $33.29 | +31.9% |
| 66 | ASML | ASML HOLDING N V | Technology | 317.0 | $630K | 0.35% | -235.0 | -42.6% | $1988.20 | -14.7% |
| 67 | IBDX | ISHARES TR | — | 24,903.0 | $627K | 0.35% | +12K | +90.2% | $25.19 | -1.5% |
| 68 | IBDW | ISHARES TR | — | 30,078.0 | $627K | 0.35% | -294.0 | -1.0% | $20.84 | -1.3% |
| 69 | DIS | DISNEY WALT CO | Communication Services | 6,199.0 | $597K | 0.33% | — | — | $96.24 | +12.3% |
| 70 | GD | GENERAL DYNAMICS CORP | Industrials | 1,677.0 | $594K | 0.33% | -232.0 | -12.2% | $354.16 | +7.1% |
| 71 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,005.0 | $584K | 0.33% | NEW | — | $580.91 | -19.9% |
| 72 | SBUX | STARBUCKS CORP | Consumer Cyclical | 5,633.0 | $576K | 0.32% | -2K | -22.7% | $102.20 | +5.5% |
| 73 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 1,431.0 | $569K | 0.32% | NEW | — | $397.68 | -6.3% |
| 74 | NVO | NOVO-NORDISK A S | Healthcare | 11,151.0 | $535K | 0.30% | -201.0 | -1.8% | $47.94 | -4.9% |
| 75 | JNK | SPDR SER TR | — | 5,501.0 | $530K | 0.30% | -6K | -50.9% | $96.37 | -0.4% |
| 76 | — | HONEYWELL INTL INC | — | 2,364.0 | $529K | 0.30% | NEW | — | $223.90 | — |
| 77 | — | HONEYWELL AEROSPACE INC | — | 2,371.0 | $524K | 0.29% | NEW | — | $221.08 | — |
| 78 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 5,693.0 | $522K | 0.29% | NEW | — | $91.69 | -1.0% |
| 79 | GOVT | ISHARES TR | — | 22,026.0 | $502K | 0.28% | +677.0 | +3.2% | $22.78 | -1.4% |
| 80 | — | UNILEVER PLC | — | 8,273.0 | $497K | 0.28% | +53.0 | +0.6% | $60.12 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.7%
Financial Services
16.5%
Consumer Defensive
10.4%
Consumer Cyclical
9.4%
Industrials
9.1%
Healthcare
8.4%
Communication Services
7.7%
Real Estate
1.5%
Energy
0.6%
Basic Materials
0.5%