Denver Wealth Management, Inc. Purchases in Q4 2024

Denver Wealth Management, Inc.

  • $207 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
116K
+ 258.19%
$50.62 - $50.97 $5.87M - $5.91M
161K $8.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.06K
+ 1.35%
$198.04 - $221.51 $407K - $455K
154K $32.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
132
+ 0.41%
$370.24 - $418.94 $48.9K - $55.3K
32.4K $13M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
11.1K
+ 9.31%
$51.09 - $55.27 $567K - $613K
130K $6.66M
RWL
Invesco Exchange Traded Fd Tr

ETFs
3.24K
+ 2.27%
$97.11 - $104.1 $315K - $337K
146K $14.3M
VO
Vanguard Mid Cap ETF

ETFs
849
New
$261.5 - $284.63 $222K - $242K
849 $224K
SPY
Spdr S&P 500 ETF Trust

ETFs
214
+ 5.51%
$567.81 - $607.81 $122K - $130K
4.1K $2.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
66
+ 1.16%
$481.22 - $538.17 $31.8K - $35.5K
5.74K $2.93M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.32K
+ 15.67%
$80.93 - $85.66 $188K - $199K
17.1K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
44
+ 4.97%
$213.65 - $479.86 $9.4K - $21.1K
929 $375K
RDVY
First Trust Rising Dividend Ac

ETFs
2.08K
+ 1.7%
$58.65 - $64.37 $122K - $134K
124K $7.34M
VUG
Vanguard Growth ETF

ETFs
167
+ 11.39%
$378.79 - $428.11 $63.3K - $71.5K
1.63K $670K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.39K
+ 7.01%
$86.65 - $94.9 $120K - $132K
21.2K $1.84M
BAR
Granite Shares Gold Trust

ETFs
3.86K
+ 31.74%
$25.3 - $27.51 $97.5K - $106K
16K $414K
WFC
Wells Fargo & Company

Financial Services
234
+ 4.4%
$54.98 - $77.35 $12.9K - $18.1K
5.55K $389K
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.44%
$180.88 - $232.93 $1.99K - $2.56K
2.52K $553K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.27K
+ 12.49%
$55.05 - $58.86 $69.6K - $74.5K
11.4K $643K
SIVR
Abrdn Silver ETF Trust

ETFs
3.25K
+ 21.61%
$27.61 - $33.22 $89.8K - $108K
18.3K $505K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.73K
+ 2.97%
$20.6 - $20.71 $56.2K - $56.5K
94.7K $1.96M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.27%
$205.18 - $250.29 $1.03K - $1.25K
1.85K $444K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.25%
$873.59 - $994.69 $874 - $995
401 $367K
ITOT
Ishares Core S&P Total U.S. St

ETFs
11
+ 0.34%
$124.26 - $134.12 $1.37K - $1.48K
3.24K $417K
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 1.35%
N/A
2.47K $450K
SPMD
Spdr Portfolio

ETFs
43
+ 0.28%
$54.13 - $59.56 $2.33K - $2.56K
15.5K $847K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
78
+ 0.39%
$50.53 - $55.55 $3.94K - $4.33K
19.9K $1.02M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
16
+ 0.39%
$61.68 - $67.87 $987 - $1.09K
4.12K $256K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
38
+ 0.54%
$65.67 - $69.79 $2.5K - $2.65K
7.12K $477K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
8.74K
+ 6.09%
N/A
152K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
849
+ 6.35%
N/A
14.2K $0
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
1.1K
+ 5.82%
$18.18 - $19.49 $19.9K - $21.3K
19.9K $362K
CHGX
Investment Managers Ser Tr Ii

ETFs
52
+ 0.55%
$37.97 - $40.45 $1.97K - $2.1K
9.49K $360K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
53
+ 0.65%
$40.26 - $42.88 $2.13K - $2.27K
8.25K $333K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
194
+ 0.89%
$44.33 - $49.55 $8.6K - $9.61K
22.1K $990K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.19%
$113.92 - $127.38 $570 - $637
2.62K $301K
DVY
Ishares Tr

ETFs
13
+ 0.65%
$129.55 - $143.41 $1.68K - $1.86K
2K $262K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
227
+ 0.98%
$23.75 - $25.68 $5.39K - $5.83K
23.3K $561K
PFF
Ishares Trust Ishares Pfd And

ETFs
83
+ 1.2%
$31.23 - $33.51 $2.59K - $2.78K
6.98K $219K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
74
+ 1.25%
$38.96 - $43.28 $2.88K - $3.2K
6.02K $236K
IHDG
Wisdomtree Tr

ETFs
519
+ 2.4%
$43.38 - $46.0 $22.5K - $23.9K
22.1K $962K
FVD
First Tr Value Line Divid Inde

ETFs
709
+ 2.24%
$43.4 - $46.7 $30.8K - $33.1K
32.3K $1.41M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
46
+ 0.83%
$99.2 - $108.47 $4.56K - $4.99K
5.6K $557K
PSX
Phillips 66

Energy
15
+ 0.63%
$110.35 - $138.93 $1.66K - $2.08K
2.38K $271K
XOM
Exxon Mobil Corp

Energy
28
+ 0.58%
$105.51 - $125.37 $2.95K - $3.51K
4.86K $522K
O
Realty Income Corp

Real Estate
101
+ 0.72%
$51.76 - $64.71 $5.23K - $6.54K
14.1K $752K
XLU
Utilities Sector Spdr

ETFs
1.32K
+ 2.53%
$74.89 - $82.93 $99K - $110K
53.5K $4.05M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
524
+ 1.67%
$131.66 - $144.0 $69K - $75.5K
31.9K $4.21M
XLV
Select Sector Spdr Fund Health

ETFs
748
+ 2.17%
$136.28 - $154.74 $102K - $116K
35.2K $4.84M
Activity Summary
Buys All Purchases 48 New Holdings 1 Increased Positions 47 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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