Colorado Capital Management, Inc. Reduced Holdings in Q3 2024

Colorado Capital Management, Inc.

  • $203 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.83K
- 9.85%
$332.02 - $382.76 $608K - $700K
16.7K $6.29M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.75K
- 13.08%
$116.79 - $133.54 $555K - $635K
31.6K $4.17M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.86K
- 13.18%
$75.47 - $83.18 $744K - $820K
64.9K $5.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.07K
- 20.41%
$112.99 - $126.45 $459K - $514K
15.9K $2M
VTV
Vanguard Value ETF

ETFs
-2.24K
- 15.62%
$159.75 - $174.57 $358K - $391K
12.1K $2.11M
Claymore Exchange Trd Fd Tr
-10.4K
- 12.76%
N/A
70.8K $4.34M
GOOG
Alphabet Inc.

Communication Services
-235
- 3.55%
$149.54 - $192.66 $35.1K - $45.3K
6.38K $1.07M
IVV
Ishares Core S&P 500 ETF

ETFs
-345
- 18.21%
$520.18 - $576.82 $179K - $199K
1.55K $894K
EMLP
First Tr Exchange Traded Iv

ETFs
-7.74K
- 20.26%
$30.38 - $34.0 $235K - $263K
30.4K $1.02M
MSFT
Microsoft Corp

Technology
-137
- 3.97%
$395.15 - $467.56 $54.1K - $64.1K
3.31K $1.42M
NVO
Novo Nordisk A S

Healthcare
-22
- 0.6%
$119.07 - $145.42 $2.62K - $3.2K
3.64K $433K
EUDG
Wisdomtree Tr

ETFs
-3.3K
- 24.06%
$31.48 - $34.45 $104K - $114K
10.4K $355K
GOOGL
Alphabet Inc.

Communication Services
-98
- 3.11%
$148.65 - $191.18 $14.6K - $18.7K
3.06K $507K
Morgan Stanley ETF Trust
-3.1K
- 11.59%
N/A
23.7K $1.42M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-931
- 4.62%
$73.86 - $84.2 $68.8K - $78.4K
19.2K $1.59M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-5.77K
- 18.54%
$28.7 - $35.25 $166K - $203K
25.4K $874K
FTSL
First Trust Senior Ln Fund

ETFs
-1.32K
- 1.71%
$45.51 - $46.26 $60.2K - $61.2K
76K $3.49M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.01K
- 13.49%
$48.46 - $54.37 $49.1K - $55.1K
6.5K $349K
IHDG
Wisdomtree Tr

ETFs
-735
- 4.52%
$42.42 - $46.78 $31.2K - $34.4K
15.5K $710K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-3.2K
- 6.49%
$12.63 - $14.81 $40.4K - $47.3K
46.1K $645K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.56K
- 13.69%
$37.61 - $41.72 $58.6K - $65K
9.83K $410K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-1.41K
- 12.17%
$17.16 - $19.0 $24.2K - $26.8K
10.2K $192K
IYR
Ishares Tr

ETFs
-413
- 17.77%
$86.93 - $103.61 $35.9K - $42.8K
1.91K $195K
EBLU
Ecofin Global Water Esg Fund

ETFs
-2.84K
- 10.2%
$44.95 - $50.31 $128K - $143K
25K $1.26M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-209
- 3.2%
$38.33 - $42.48 $8.01K - $8.88K
6.32K $265K
ACN
Accenture PLC

Technology
-36
- 5.08%
$295.44 - $355.81 $10.6K - $12.8K
673 $238K
RWX
Spdr Dow Jones International R

ETFs
-1.9K
- 8.68%
$23.88 - $28.19 $45.4K - $53.6K
20K $551K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-49
- 0.82%
$75.32 - $84.37 $3.69K - $4.13K
5.89K $493K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13
- 2.07%
$531.86 - $624.21 $6.91K - $8.11K
614 $380K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-617
- 1.41%
$76.38 - $78.87 $47.1K - $48.7K
43.2K $3.4M
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 3.12%
$333.64 - $405.2 $8.34K - $10.1K
777 $315K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-405
- 1.89%
$57.32 - $62.65 $23.2K - $25.4K
21K $1.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.31K
- 6.22%
$105.53 - $118.34 $138K - $155K
19.7K $2.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-145
- 0.51%
$37.33 - $40.63 $5.41K - $5.89K
28.1K $1.14M
IWM
Ishares Russell 2000 ETF

ETFs
-115
- 2.08%
$200.87 - $224.6 $23.1K - $25.8K
5.41K $1.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.01K
- 11.71%
$82.97 - $98.97 $416K - $496K
37.7K $3.68M
CHGX
Investment Managers Ser Tr Ii

ETFs
-1.96K
- 2.25%
$34.58 - $38.49 $67.6K - $75.3K
85K $3.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 0.83%
$405.19 - $478.57 $10.1K - $12K
2.98K $1.37M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-715
- 3.84%
$108.44 - $120.37 $77.5K - $86.1K
17.9K $2.42M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-357
- 2.71%
$523.84 - $572.02 $187K - $204K
12.8K $7.29M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.94K
- 1.09%
$38.51 - $41.69 $74.8K - $81K
177K $7.38M
TSLA
Tesla, Inc.

Consumer Cyclical
-165
- 2.34%
$191.76 - $263.26 $31.6K - $43.4K
6.88K $1.8M
Manager Directed Portfolios
-4.83K
- 0.93%
N/A
516K $5.73M
AAPL
Apple Inc.

Technology
-23
- 0.06%
$207.23 - $234.82 $4.77K - $5.4K
35.6K $8.29M
Activity Summary
Buys All Purchases 33 New Holdings 2 Increased Positions 31 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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