Denver Wealth Management, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $200 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $50.2M, Invesco Exchange Traded Fd Tr with a value of $30.6M, Invesco Exchange Traded Fd Tr with a value of $14M, Ishares Russell 1000 Gr ETF with a value of $12.1M, and Apple Inc. with a value of $7.95M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $185M to 200M.

Denver Wealth Management, Inc. is based out at Greenwood Village, CO

Below you can find more details about Denver Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $200 Million
ETFs: $181 Million
Technology: $8.9 Million
Financial Services: $3.19 Million
Consumer Cyclical: $2.7 Million
Energy: $1.41 Million
Real Estate: $887,000
Healthcare: $644,000
Consumer Defensive: $354,000
Other: $101,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $200 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Denver Wealth Management, Inc. Portfolio

Follow Denver Wealth 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 Denver Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Denver Wealth Management, Inc. with notifications on news.