Denver Wealth Management, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $205 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 $48.9M, Invesco Exchange Traded Fd Tr with a value of $31M, Invesco Exchange Traded Fd Tr with a value of $14.1M, Janus Detroit Str Tr Janus Hen with a value of $11.6M, and Ishares Russell 1000 Gr ETF with a value of $11.6M.

Examining the 13F form we can see an decrease of $1.71M in the current position value, from $207M to 205M.

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 $205 Million
ETFs: $186 Million
Technology: $9.58 Million
Financial Services: $3.53 Million
Consumer Cyclical: $2.58 Million
Energy: $1.44 Million
Real Estate: $825,000
Consumer Defensive: $379,000
Healthcare: $348,000
Other: $251,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $205 Million
  • Prior Value $207 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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