Colorado Capital Management, Inc. Reduced Holdings in Q4 2024

Colorado Capital Management, Inc.

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.13K
- 24.44%
$563.99 - $620.12 $1.76M - $1.94M
9.67K $5.51M
Claymore Exchange Trd Fd Tr
-8.65K
- 12.2%
N/A
62.2K $3.37M
VNQ
Vanguard Specialized Funds Van

ETFs
-6.51K
- 17.24%
$87.85 - $98.6 $572K - $642K
31.2K $2.78M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-16.1K
- 9.09%
$40.38 - $44.35 $650K - $714K
161K $6.59M
Manager Directed Portfolios
-16.9K
- 3.28%
N/A
499K $5.05M
CHGX
Investment Managers Ser Tr Ii

ETFs
-14.6K
- 17.18%
$37.97 - $40.45 $555K - $591K
70.4K $2.67M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-5.59K
- 17.7%
$129.96 - $144.97 $726K - $810K
26K $3.62M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.78K
- 17.52%
$114.08 - $125.68 $317K - $349K
13.1K $1.5M
VTV
Vanguard Value ETF

ETFs
-2.25K
- 18.61%
$168.32 - $181.87 $379K - $410K
9.85K $1.67M
MSFT
Microsoft Corp

Technology
-813
- 24.56%
$406.35 - $454.46 $330K - $369K
2.5K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.52K
- 12.83%
$113.92 - $127.38 $288K - $322K
17.2K $1.98M
EBLU
Ecofin Global Water Esg Fund

ETFs
-4.92K
- 19.65%
$48.14 - $50.45 $237K - $248K
20.1K $944K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.8K
- 10.06%
$118.0 - $127.04 $213K - $229K
16.1K $2.12M
RWX
Spdr Dow Jones International R

ETFs
-9.15K
- 45.76%
$22.73 - $27.57 $208K - $252K
10.8K $250K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.98K
- 43.33%
$213.65 - $479.86 $637K - $1.43M
3.9K $1.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.58K
- 17.05%
$61.68 - $67.87 $221K - $243K
17.4K $1.09M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.94K
- 1.36%
$41.74 - $46.2 $81K - $89.7K
141K $5.92M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-2.87K
- 1.7%
$21.66 - $22.69 $62.1K - $65.1K
166K $3.61M
EMLP
First Tr Exchange Traded Iv

ETFs
-6.55K
- 21.53%
$33.69 - $38.24 $221K - $251K
23.9K $852K
EEM
Ishares Msci Emerging Markets

ETFs
-23
- 0.07%
$41.82 - $47.36 $962 - $1.09K
32.9K $1.38M
EUDG
Wisdomtree Tr

ETFs
-2.83K
- 27.15%
$29.79 - $33.83 $84.3K - $95.8K
7.6K $226K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-127
- 20.68%
$501.29 - $612.85 $63.7K - $77.8K
487 $253K
Morgan Stanley ETF Trust
-1.27K
- 5.36%
N/A
22.4K $1.33M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.16K
- 4.36%
$32.55 - $36.44 $37.7K - $42.2K
25.4K $863K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.78K
- 9.27%
$81.6 - $90.89 $146K - $162K
17.5K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-137
- 4.6%
$442.29 - $483.08 $60.6K - $66.2K
2.84K $1.29M
PFE
Pfizer Inc

Healthcare
-730
- 3.15%
$24.8 - $30.19 $18.1K - $22K
22.5K $596K
ABBV
Abb Vie Inc.

Healthcare
-250
- 18.17%
$164.99 - $203.87 $41.2K - $51K
1.13K $200K
IWM
Ishares Russell 2000 ETF

ETFs
-272
- 5.03%
$216.13 - $242.4 $58.8K - $65.9K
5.14K $1.14M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.04K
- 3.69%
$40.15 - $42.9 $41.6K - $44.4K
27.1K $1.09M
XOM
Exxon Mobil Corp

Energy
-19
- 0.52%
$105.51 - $125.37 $2K - $2.38K
3.65K $392K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-74
- 1.14%
$48.87 - $53.53 $3.62K - $3.96K
6.42K $314K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-116
- 14.25%
$278.19 - $315.36 $32.3K - $36.6K
698 $201K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-49
- 0.49%
$80.93 - $85.66 $3.97K - $4.2K
9.89K $800K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-204
- 5.71%
$481.22 - $538.17 $98.2K - $110K
3.37K $1.72M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 1.67%
$385.02 - $431.37 $5.01K - $5.61K
764 $297K
IWR
Ishares Russell Mid Cap ETF

ETFs
-166
- 3.8%
$87.25 - $95.52 $14.5K - $15.9K
4.2K $371K
FTSL
First Trust Senior Ln Fund

ETFs
-278
- 0.37%
$45.9 - $46.48 $12.8K - $12.9K
75.7K $3.5M
GOOGL
Alphabet Inc.

Communication Services
-211
- 6.9%
$161.86 - $196.66 $34.2K - $41.5K
2.85K $539K
SPY
Spdr S&P 500 ETF Trust

ETFs
-165
- 1.18%
$567.81 - $607.81 $93.7K - $100K
13.9K $8.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-32
- 0.62%
$180.88 - $232.93 $5.79K - $7.45K
5.17K $1.13M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-331
- 1.98%
$370.24 - $418.94 $123K - $139K
16.4K $6.59M
AAPL
Apple Inc.

Technology
-871
- 2.45%
$221.69 - $259.02 $193K - $226K
34.7K $8.69M
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Colorado Capital Management, Inc. Portfolio

Follow Colorado Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colorado Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Colorado Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email