Portfolio (Quarterly)
Guide ↗
DecisionMap Wealth Management, LLC
· CIK 0002001526| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | NFLX | NETFLIX INC | Communication Services | 3,012.0 | $215K | 0.12% | -598.0 | -16.6% | $71.40 | +14.5% |
| 142 | MRK | MERCK & CO INC | Healthcare | 1,664.0 | $214K | 0.12% | NEW | — | $128.50 | +15.4% |
| 143 | ACN | ACCENTURE PLC IRELAND | Technology | 1,662.0 | $207K | 0.12% | -815.0 | -32.9% | $124.47 | +52.3% |
| 144 | SYK | STRYKER CORPORATION | Healthcare | 642.0 | $202K | 0.11% | -71.0 | -10.0% | $314.84 | +5.0% |
| 145 | GEV | GE VERNOVA INC | Utilities | 172.0 | $202K | 0.11% | NEW | — | $1174.86 | -22.4% |
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%