Colorado Capital Management, Inc. Portfolio Holdings
Colorado Capital Management, Inc.
- $179 Million
- Q2 2024
Colorado Capital Management, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $179 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.5M, Apple Inc. with a value of $7.5M, Spdr S&P Midcap 400 ETF Trust with a value of $7.04M, Dimensional ETF Tr Us Marketwi with a value of $7.03M, and Ishares Russell 1000 Gr ETF with a value of $6.77M.
Examining the 13F form we can see an increase of $6.44M in the current position value, from $173M to 179M.
Below you can find more details about Colorado Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $146 Million
Technology: $9.91 Million
Consumer Cyclical: $2.87 Million
Communication Services: $2.38 Million
Healthcare: $2.21 Million
Financial Services: $1.22 Million
Consumer Defensive: $1.03 Million
Real Estate: $921,000
Other: $804,000